WALTER & JEAN KALBERER FOUNDATION

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Plain text WALTER & JEAN KALBERER FOUNDATION. furp.org, nonprofit organization profile, tax years 2010–2024. https://furp.org/org/walter-and-jean-kalberer-foundation-341817179. Retrieved 2026-10-27.

APA furp.org. (n.d.). WALTER & JEAN KALBERER FOUNDATION [Nonprofit organization profile; tax years 2010–2024]. Retrieved October 27, 2026, from https://furp.org/org/walter-and-jean-kalberer-foundation-341817179

MLA “WALTER & JEAN KALBERER FOUNDATION.” furp.org, tax years 2010–2024, https://furp.org/org/walter-and-jean-kalberer-foundation-341817179. Accessed 27 Oct. 2026.

Retrieved 2026-10-27; covers tax years 2010–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990PF · revenue $988K · expenses $561K · assets $2.8M

EIN
34-1817179
Address
1259 W HILL DR, GATES MILLS, OH 44040-9636
NTEE code
T20Z
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
February 1996 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
Foundation status
Private non-operating foundation
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 6 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

6 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Gwenn S Winkhaus TRUSTEE/PRESIDENT/TREASURER2010-2024 1 $0 reported 1
Christa K Goodell TRUSTEE/VICE-PRESIDENT2023-2024 0 $0 reported 1
Lisa R Kalberer TRUSTEE/SECRETARY2023-2024 0 $0 reported 1
Lori J Kalberer TRUSTEE2010-2024 0 $0 reported 1
Walter E Kalberer (former) TRUSTEE/PRESIDENT2010-2022 1 $0 reported 1
Jean C Kalberer (former) TRUSTEE/VICE-PRESIDENT2010-2022 2 $0 reported 1

People by year

2024 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GWENN S WINKHAUS TRUSTEE/PRESIDENT/TREASURER1 $0-$0 $01
CHRISTA K GOODELL TRUSTEE/VICE-PRESIDENT0 $0-$0 $01
LISA R KALBERER TRUSTEE/SECRETARY0 $0-$0 $01
LORI J KALBERER TRUSTEE0 $0-$0 $01
2023 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GWENN S WINKHAUS TRUSTEE/PRESIDENT/TREASURER1 $0-$0 $01
CHRISTA K GOODELL TRUSTEE/VICE-PRESIDENT0 $0-$0 $01
LISA R KALBERER TRUSTEE/SECRETARY0 $0-$0 $01
LORI J KALBERER TRUSTEE0 $0-$0 $01
2022 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WALTER E KALBERER TRUSTEE/PRESIDENT1 $0-$0 $01
JEAN C KALBERER TRUSTEE/VICE-PRESIDENT2 $0-$0 $01
GWENN S WINKHAUS TRUSTEE/SECRETARY1 $0-$0 $01
2021 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WALTER E KALBERER TRUSTEE/PRESIDENT1 $0-$0 $01
JEAN C KALBERER TRUSTEE/VICE-PRESIDENT2 $0-$0 $01
GWENN S WINKHAUS TRUSTEE/SECRETARY1 $0-$0 $01
2020 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Walter E Kalberer Trustee0 $0-- $01
Jean C Kalberer Trustee0 $0-- $01
Gwenn S Winkhaus Trustee0 $0-- $01
Lori Kalberer TRUSTEE0 $0-- $01
2019 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Walter E Kalberer Trustee0 $0-- $01
Jean C Kalberer Trustee0 $0-- $01
Gwenn S Winkhaus Trustee0 $0-- $01
Lori Kalberer TRUSTEE0 $0-- $01
2018 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Walter E Kalberer Trustee0 $0-- $01
Jean C Kalberer Trustee0 $0-- $01
Gwenn S Winkhaus Trustee0 $0-- $01
Lori Kalberer TRUSTEE0 $0-- $01
2017 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Walter E Kalberer Trustee0 $0-- $01
Jean C Kalberer Trustee0 $0-- $01
Gwenn S Winkhaus Trustee0 $0-- $01
Lori Kalberer TRUSTEE0 $0-- $01
2016 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Walter E Kalberer Trustee0 $0-- $01
Jean C Kalberer Trustee0 $0-- $01
Gwenn S Winkhaus Trustee0 $0-- $01
Lori Kalberer TRUSTEE0 $0-- $01
2015 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Walter E Kalberer Trustee0 $0-- $01
Jean C Kalberer Trustee0 $0-- $01
Gwenn S Winkhaus Trustee0 $0-- $01
Lori Kalberer TRUSTEE0 $0-- $01
2014 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Walter E Kalberer Trustee0 $0-- $01
Jean C Kalberer Trustee0 $0-- $01
Gwenn S Winkhaus Trustee0 $0-- $01
Lori Kalberer TRUSTEE0 $0-- $01
2013 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Walter E Kalberer Trustee0 $0-- $01
Jean C Kalberer Trustee0 $0-- $01
Gwenn S Winkhaus Trustee0 $0-- $01
Lori Kalberer TRUSTEE0 $0-- $01
2012 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Lori Kalberer TRUSTEE0 $0-- $01
Gwenn S Winkhaus Trustee0 $0-- $01
Jean C Kalberer Trustee0 $0-- $01
Walter E Kalberer Trustee0 $0-- $01
2011 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Lori Kalberer TRUSTEE0 $0-- $01
Gwenn S Winkhaus Trustee0 $0-- $01
Jean C Kalberer Trustee0 $0-- $01
Walter E Kalberer Trustee0 $0-- $01
2010 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LORI KALBERER TRUSTEE0 $0-- $01
Gwenn S Winkhaus Trustee0 $0-- $01
Jean C Kalberer Trustee0 $0-- $01
Walter E Kalberer Trustee0 $0-- $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 17 grants to organizations · $561K
2023 · 17 grants to organizations · $610K
2022 · 1 grant to organizations · $5K
2021 · 3 grants to organizations · $621K
2020 · 0 grants to organizations · $0 · 13 grants to individuals · $2.2M
2019 · 0 grants to organizations · $0 · 10 grants to individuals · $974K
2018 · 0 grants to organizations · $0 · 4 grants to individuals · $229K
2017 · 0 grants to organizations · $0 · 8 grants to individuals · $204K
2016 · 0 grants to organizations · $0 · 3 grants to individuals · $66K
2015 · 0 grants to organizations · $0 · 12 grants to individuals · $294K
2014 · 0 grants to organizations · $0 · 17 grants to individuals · $837K
2013 · 0 grants to organizations · $0 · 12 grants to individuals · $673K
2012 · 0 grants to organizations · $0 · 13 grants to individuals · $553K
2011 · 0 grants to organizations · $0 · 12 grants to individuals · $368K
2010 · 0 grants to organizations · $0 · 19 grants to individuals · $501K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2024 · 1 contributor · $800K
#ContributorTypeCity, stateTotalNoncashSource
1 ESTATE OF WALTER E KALBERER Organization or other GATES MILLS, OH $800,000- Form 990PF Sch. B, 2024 · filing
2021 · 7 contributors · $268K
#ContributorTypeCity, stateTotalNoncashSource
6 JEAN C KALBERER Person GATES MILLS, OH $69,062$69,062 Form 990PF Sch. B, 2021 · filing
1 JEAN C KALBERER Person GATES MILLS, OH $65,499$65,499 Form 990PF Sch. B, 2021 · filing
3 JEAN C KALBERER Person GATES MILLS, OH $54,955$54,955 Form 990PF Sch. B, 2021 · filing
7 JEAN C KALBERER Person GATES MILLS, OH $34,643$34,643 Form 990PF Sch. B, 2021 · filing
2 JEAN C KALBERER Person GATES MILLS, OH $33,737$33,737 Form 990PF Sch. B, 2021 · filing
4 JEAN C KALBERER Person GATES MILLS, OH $7,869$7,869 Form 990PF Sch. B, 2021 · filing
5 JEAN C KALBERER Person GATES MILLS, OH $2,045$2,045 Form 990PF Sch. B, 2021 · filing
2015 · 2 contributors · $140K
#ContributorTypeCity, stateTotalNoncashSource
1 WALTER EKALBERER Person GATES MILLS OHIO, OH $70,000- Form 990PF Sch. B, 2015 · filing
2 JEAN C KALBERER Person GATES MILLS OHIO, OH $70,000- Form 990PF Sch. B, 2015 · filing
2014 · 1 contributor · $375K
#ContributorTypeCity, stateTotalNoncashSource
1 GWENN S WINKHAS Person ARMONK, NY $375,000- Form 990PF Sch. B, 2014 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$988,208$561,187 $2,811,724$2,811,724 $800,000- $0--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$14,598$609,591 $1,170,265$1,170,265 -- $0--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$14,296$5,000 $1,230,800$1,230,800 -- $0--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$281,645$621,269 $1,221,504$1,221,504 $267,810- $0--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$18,729$2,211,099 $1,269,207$1,269,207 -- ---
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$438,542$977,512 $1,476,784$1,476,784 -- ---
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$17,467$231,957 $1,577,875$1,577,875 -- ---
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$316,786$207,096 $1,811,542$1,811,542 $183,026- ---
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
$20,745$66,200 $1,656,565$1,656,565 -- ---
2015 · Form 990PF period ending 2015-12-31 · view filing · original 990 ↗
$153,720$295,835 $1,702,020$1,702,020 $140,026- ---
2014 · Form 990PF period ending 2014-12-31 · view filing · original 990 ↗
$1,014,485$846,563 $1,844,135$1,844,135 $375,000- ---
2013 · Form 990PF period ending 2013-12-31 · view filing · original 990 ↗
$112,508$673,132 $1,676,213$1,676,213 -- ---
2012 · Form 990PF period ending 2012-12-31 · view filing · original 990 ↗
$77,463$568,159 $2,236,838$2,236,838 -- ---
2011 · Form 990PF period ending 2011-12-31 · view filing · original 990 ↗
$1,221,844$369,595 $2,727,534$2,727,534 -- ---
2010 · Form 990PF period ending 2010-12-31 · view filing · original 990 ↗
-$22,435$505,952 $1,875,286$1,875,286 -- ---

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
ENGLEFIELD FOUNDATIONOHT20 $1,029,020$348,031 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
SUSANNE GEIER PETERS FOUNDATIONOHT20 $962,115$727,105 PRESIDENT/TR$0 Same NTEE code T20, revenue within 2x, same state
ODA FAMILY FOUNDATION INCOHT20 $1,055,184$75,759 CHAIRMAN$0 Same NTEE code T20, revenue within 2x, same state
COLLAR FAMILY FOUNDATION INCOHT20 $915,879$107,975 President$0 Same NTEE code T20, revenue within 2x, same state
RUTH J AND ROBERT A CONWAY FOUNDATION INCOHT20 $1,018,838$337,305 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
BROUSSARD CHARITABLE FOUNDATION TROHT20 $904,716$1,237,783 TRUSTEE$60,865 Same NTEE code T20, revenue within 2x, same state
PAULA AND BILL COSGROVE FAMILY FOUNDATIONOHT20 $1,040,372$16,050 CHAIRMAN$0 Same NTEE code T20, revenue within 2x, same state
G RUSSELL AND CONSTANCE P LINCOLN FOUNDATION TR UA 052799OHT20 $1,052,666$704,889 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
GEORGE AND KATHLEEN ANDERSON CHARITABLE TROHT20 $911,679$786,704 CO-TRUSTEE$55,754 Same NTEE code T20, revenue within 2x, same state
ESTHER AND HYMAN RAPPORT PHILANTHROPIC TROHT20 $892,722$458,416 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
SIMON GLENNIE & AP PFDNOHT20 $1,011,321$7,279 TRUSTEE$7,240 Same NTEE code T20, revenue within 2x, same state
J EARL BELCH CHARITABLE TROHT20 $987,914$1,112,910 CO-TRUSTEE$500 Same NTEE code T20, revenue within 2x, same state
ALLENE N GILMAN CHARITABLE TROHT20 $890,248$365,896 TRUSTEE$24,214 Same NTEE code T20, revenue within 2x, same state
RUTH WALTER FOUNDATIONCTT20 $964,399$153,068 TRUSTEE$74,196 Same NTEE code T20, revenue within 2x, similar name
JEAN L POTTER FOUNDATIONNJT20 $910,626$805,514 TRUSTEE$127,851 Same NTEE code T20, revenue within 2x, similar name
J L WADE FOUNDATIONILT20 $941,648$33,276 DIRECTOR/PRE$0 Same NTEE code T20, revenue within 2x
FOX FAMILY KALB FOUNDATIONCAT20 $1,039,364$4,361,319 EXECUTIVE DIRECTOR$256,526 Same NTEE code T20, revenue within 2x
KALONYMUS FOUNDATIONCAT20 $1,067,251$267,370 PRESIDENT, TREASURER AND D$0 Same NTEE code T20, revenue within 2x
JM FOUNDATIONCAT20 $1,045,741$66,555 PRESIDENT$0 Same NTEE code T20, revenue within 2x
KARUNA FOUNDATIONORT20 $1,075,242$1,155,405 EXECUTIVE DIRECTOR$163,644 Same NTEE code T20, revenue within 2x
JNF FOUNDATIONUTT20 $974,923$707,038 Director$40,000 Same NTEE code T20, revenue within 2x
WMN FOUNDATIONMNT20 $917,920$483,123 TRUSTEE, TREASURER$0 Same NTEE code T20, revenue within 2x
WHEELER FOUNDATIONFLT20 $938,818$169,495 PRESIDENT$0 Same NTEE code T20, revenue within 2x
WISE FOUNDATIONVAT20 $1,074,125$1,049,374 BOARD MEMBER$24,000 Same NTEE code T20, revenue within 2x
KIRK FOUNDATIONVAT20 $1,078,319$1,440,132 DIRECTOR/PRESIDENT$0 Same NTEE code T20, revenue within 2x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
DOUGLAS CHARITABLE FOUNDATION Private foundation$9,000,0001 12020–2020 PETER DOUGLAS FOUNDATION
GALKIN PRIVATE FOUNDATION Private foundation$1,189,2581 12018–2018 WARREN B GALKIN FOUNDATION
ESB CHARITABLE FOUNDATION Private foundation$550,0004 12021–2024 AED FOUNDATION
ACESO FOUNDATION INC Private foundation$60,0001 12023–2023 KARUNA FOUNDATION
CHARITY BRIDGE FUND DAF sponsor$27,5001 12015–2015 BARNES FOUNDATION
GERALDAND REESA NIZNICK 2012 FAMILY FOUNDATION Private foundation$10,0002 12023–2024 RMLOW FOUNDATION
KEVIN AND MASHA KEATING FAMILY FOUNDATION Private foundation$3,5001 12024–2024 PH FOUNDATION
COLEGATO FOUNDATION TR Private foundation$5001 12019–2019 JNF FOUNDATION
THE GURWIN FAMILY FOUNDATION INC Private foundation$901 12018–2018 BARNES FOUNDATION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990PF · $561,187 spent · pay $0 · grants $561,187 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $561,187 100.0%
Total$561,187100%

View the filing

2023 · Form 990PF · $609,591 spent · pay $0 · grants $609,591 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $609,591 100.0%
Total$609,591100%

View the filing

2022 · Form 990PF · $5,000 spent · pay $0 · grants $5,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $5,000 100.0%
Total$5,000100%

View the filing

2021 · Form 990PF · $621,269 spent · pay $0 · grants $621,269 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $621,269 100.0%
Total$621,269100%

View the filing

2020 · Form 990PF · $2,211,099 spent · pay $0 · grants $2,201,359 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $2,201,359 99.6%
Taxes $7,500 0.3%
Fees: accounting $1,815 0.1%
Other expenses $425 0.0%
Total$2,211,099100%

View the filing

2019 · Form 990PF · $977,512 spent · pay $0 · grants $973,822 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $973,822 99.6%
Fees: accounting $3,490 0.4%
Other expenses $200 0.0%
Total$977,512100%

View the filing

2018 · Form 990PF · $231,957 spent · pay $0 · grants $228,630 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $228,630 98.6%
Other expenses $3,200 1.4%
Interest $127 0.1%
Total$231,957100%

View the filing

2017 · Form 990PF · $207,096 spent · pay $0 · grants $203,626 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $203,626 98.3%
Fees: other professional $3,270 1.6%
Other expenses $200 0.1%
Total$207,096100%

View the filing

2016 · Form 990PF · $66,200 spent · pay $0 · grants $66,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $66,000 99.7%
Other expenses $200 0.3%
Total$66,200100%

View the filing

2015 · Form 990PF · $295,835 spent · pay $0 · grants $294,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $294,000 99.4%
Fees: accounting $1,635 0.6%
Other expenses $200 0.1%
Total$295,835100%

View the filing

2014 · Form 990PF · $846,563 spent · pay $0 · grants $837,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $837,000 98.9%
Taxes $7,688 0.9%
Fees: accounting $1,675 0.2%
Other expenses $200 0.0%
Total$846,563100%

View the filing

2013 · Form 990PF · $673,132 spent · pay $0 · grants $672,932 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $672,932 100.0%
Other expenses $200 0.0%
Total$673,132100%

View the filing

2012 · Form 990PF · $568,159 spent · pay $0 · grants $553,194 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $553,194 97.4%
Taxes $13,000 2.3%
Fees: accounting $1,765 0.3%
Other expenses $200 0.0%
Total$568,159100%

View the filing

2011 · Form 990PF · $369,595 spent · pay $0 · grants $367,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $367,500 99.4%
Fees: accounting $1,895 0.5%
Other expenses $200 0.1%
Total$369,595100%

View the filing

2010 · Form 990PF · $505,952 spent · pay $0 · grants $501,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $501,000 99.0%
Other expenses $3,057 0.6%
Fees: accounting $1,895 0.4%
Total$505,952100%

View the filing

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