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· Private foundation

The Walter & Jean Kalberer Foundation

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$561k
Granted FY2024still arriving
17
Grants FY2024still arriving
3
States reached
$258k
Largest
01What you fund
01

What you funded, over time

By grantee IRS cause code (NTEE).

A cause breakdown isn’t shown here: 63% of THE WALTER & JEAN KALBERER FOUNDATION’s grantee dollars fall outside its nine largest cause areas, whether because the recipient carries no IRS cause code or because its cause sits in the long tail. A chart would be mostly one residual band and misrepresent the portfolio.

02FY2024 · 17 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2024

  • Under $10k10 grants · $41k
  • $10k–50k4 grants · $50k
  • $50k–250k2 grants · $212k
  • $250k+1 grant · $258k
$5,000
Median grant
3
States reached
$2.8M
Total assets
Largest grants
RecipientAmount
CHURCH OF THE WESTERN RESERVE$258,159
CLEVELAND PLAYHOUSE$111,014
PIANO CLEVELAND$101,014
THE MALTZ MUSEUM$15,000
HOLDEN FORESTS & GARDENS$15,000
CLEVELAND ZOOLOGICAL SOCIETY$10,000
PEO FOUNDATION$10,000
CLEVELAND INSTITUTE OF ART$6,000
UNIVERSITY CIRCLE INC$5,000
CLEVELAND SCHOOL OF THE ARTS$5,000
NEAR WEST THEATER$5,000
FRIENDS OF BREAKTHROUGH SCHOOLS$5,000
CENTER FOR ARTS-INSPIRED LEARNING$5,000
SANIBEL CONGREGATIONAL UNITED CHURCH OF CHRIST$4,500
CLEVELAND METROPARKS$2,500
02The need
03

Do your dollars go where the need is?

Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.

show:

Dollar for dollar, your grants (FY17–24) land where the poverty rate runs at 17%, against an area that typically sits at 11%. 99% of your dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.

area typical 11%NATIONAL ABOLITION MUSEUM: $10k → 11%PEO FOUNDATION: $10k → 10%HOLDEN FORESTS & GARDENS: $15k → 9%CLEVELAND METROPOLITAN ZOO: $508k → 17%HOLDEN FORESTS & GARDENS: $15k → 9%CLEVELAND ZOOLOGICAL: $398k → 17%CLEVELAND ZOOLOGICAL: $162k → 17%HOLDEN ARBORETUM: $101k → 17%CLEVELAND ZOOLOGICAL SOCIETY: $10k → 17%IDEASTREAM: $64k → 17%CLEVELAND ZOOLOGICAL SOCIETY: $10k → 17%IDEASTREAM: $58k → 17%CLEVELAND ZOOLOGICAL SOCIETY: $10k → 17%IDEASTREAM PUBLIC MEDIA: $30k → 17%CLEVELAND PLAYHOUSE: $500k → 17%CLEVELAND PLAYHOUSE: $121k → 17%CLEVELAND PLAYHOUSE: $111k → 17%CLEVELAND PLAYHOUSE: $102k → 17%CLEVELAND PLAYHOUSE: $101k → 17%CHURCH OF THE WESTERN RESERVE: $258k → 17%CLEVELAND PLAYHOUSE: $100k → 17%CHURCH OF THE WESTERN RESERVE: $249k → 17%CLEVELAND PLAYHOUSE: $50k → 17%PIANO CLEVELAND: $101k → 17%CLEVELAND PLAYHOUSE: $45k → 17%THE MALTZ MUSEUM: $15k → 17%FRIENDS OF BREAKTHROUGH SCHOOLS: $11k → 17%THE MALTZ MUSEUM: $10k → 17%VILLAGE OF GATES MILLS: $20k → 17%HAWKEN SCHOOL: $15k → 17%CWRU: $803k → 17%CWRU: $500k → 17%CWRU: $215k → 17%MUSICAL ARTS ASSCIATION: $121k → 17%THE CLEVELAND ORCHESTRA: $101k → 17%MUSICAL ARTS ASSCIATION: $101k → 17%CWRU: $100k → 17%CLEVELAND MUSEUM OF NATURAL HISTORY: $31k → 17%MUSICAL ARTS ASSCIATION: $26k → 17%CLEVELAND MUSEUM OF ART: $20k → 17%CLEVELAND BOTANICAL GARDENS: $11k → 17%CASE WESTERN RESERVE UNIVERSITY: $10k → 17%CLEVELAND MUSEUM OF ART: $10k → 17%CLEVELAND MUSEUM OF ART: $10k → 17%CASE WESTERN RESERVE UNIVERSITY: $10k → 17%CASE WESTERN RESERVE UNIVERSITY SCHOOL OF LAW: $10k → 17%CLEVELAND MUSEUM OF ART: $7k → 17%CLEVELAND INSTITUTE OF ART: $6k → 17%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.

03Your edge
repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

86%of every dollar goes to organizations you’ve funded before.
$4.6M · 20 repeat orgs$778k to everyone else

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +31% since the first grant, against +19% for the ones you funded once.

20 repeat relationships — 12 still active in FY2024, 8 since wound down; 5 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

20
7

Total granted

$4.6M
$658k

Median revenue growth · since first grant

+31%
+19%

Still filing today

70%
29%

New vs renewed · share of each year

In FY2024, 79% of grant dollars renewed an existing relationship; $120k went to new ones.

50%100%’17’18’19’20’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24
EducationArts & CultureEnvironmentAnimalsCommunity ImprovementYouth DevelopmentOther

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.

Backed again, and grew

  • TC
    THE CLEVELAND PLAY HOUSE
    7× · 2017–2024 · $1.1M · revenue +27%
  • TM
    The Musical Arts Association
    4× · 2018–2023 · $348k · revenue +27%
  • I
    IDEASTREAM
    3× · 2018–2023 · $152k · revenue +22%

Funded once

  • IG
    Individual grant recipient
    one grant, 2021 · $508k
  • TH
    THE HOLDEN ARBORETUM
    one grant, 2019 · $101k · revenue +19%
  • VO
    VILLAGE OF GATES MILLS
    one grant, 2019 · $20k

Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.

04Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

1
The Central European University

Ceu is committed to promoting the values of open society and self-reflective critical thinking. it aims at excellence in the mastery of established knowledge, courage to pursue the creation of new knowledge in the humanities, the social…

International
2
Cincinnati Museum Center

Cincinnati museum center inspires people of all ages to learn more about our world through science, regional history, and educational, engaging and meaningful experiences.

Arts & Culture
3
Cleveland Arts Prize

The cleveland arts prize identifies, rewards, publicly honors and promotes those creative artists whose original work and accomplishments have set a standard of excellence to which other artists can aspire. additionally, the cleveland arts…

Arts & Culture
4
Cleveland Pops Orchestra

The cleveland pops orchestra, led by conductor carl topilow, performs the highest quality symphonic pops music to entertain and enrich a wide and diverse audience and provides educational programs to develop an enduring appreciation of…

Arts & Culture
5
Cleveland Arts Education Consortium

Cleveland arts education consortiums mission is to promote and strengthen arts education in northeast ohio and advocate on behalf of arts learning for people of all ages and circumstances.

Arts & Culture
6
Point Park University

Provides innovative education in a dynamic urban setting. dedicated to academic excellence and community engagement,we prepare students of diverse backgrounds with the knowledge, skill,and experience to lead meaningful lives as informed…

7
Western Reserve Historical Society

Western reserve historical society preserves and uses its collections, historic sites, and museums to inspire people to discover the american experience by exploring the tangible history of northeast ohio.

Arts & Culture
8
DePauw University

Depauw university develops leaders the world needs through an uncommon commitment to the liberal arts. depauw's diverse and inclusive learning and living experience, distinctive in its rigorous intellectual engagement and its global and…

Education
9
Trustees of Clark University

Clark university's mission is to educate undergraduate and graduate students to be imaginative and contributing citizens of the world, and to advance the frontiers of knowledge and understanding through rigorous scholarship and creative…

Education
10
Carnegie Mellon University

To create a transformative educational experience for students focused on deep disciplinary knowledge; problem solving; leadership, communication and interpersonal skills; and personal health and well-being. to cultivate a transformative…

11
The Cleveland Modern Dance Association

To be a national model for how a presenting organization serves its community, leveraging the worlds best modern and contemporary dance to inspire and educate audiences, local dancers, and community members.

12
The Rock and Roll Hall of Fame and Museum Inc

Born from the collision of rhythm & blues, country, and gospel, rock & roll is a spirit that is inclusive and ever-changing. the rock & roll hall of fame celebrates the sound of youth culture and honors the artists whose music connects us…

Arts & Culture

For reference, the grantee most central to the portfolio’s shape is The Cleveland Institute of Art and the most unlike its peers is Friends of Breakthrough Schools. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

Your grantees are a median of 68 years old; the field is 22. You back the established end — and your money leans older still.

THE FIELDby orgYOUR GRANTEESby number18%0%<5yr13%0%5–10yr16%5%10–20yr16%15%20–35yr19%10%35–55yr19%70%55yr+
THE FIELDby orgYOUR MONEYby value18%0%<5yr13%0%5–10yr16%1%10–20yr16%13%20–35yr19%1%35–55yr19%86%55yr+

The field is 18% startups (under 5 years old) — 0% of your grantees by number, and just 0% of your money.

Closures · last 5 years

The orgs you fund almost never close 0.0% lost their exemption, against 13% of the field you don’t fund.

orgs you fund
0.0%0/21
the rest of the field
13%
1,299/9,797

Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.

04the grantee network

19 grantees tracked through their own filings, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.

Counted here: distinct organizations you funded across 20172025, not grant rows in a single year — so this will not match the grant count on the cover. 19 of the 32 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.

0
Load-bearing (≥25% of a budget)
0
Early backer (in before they grew)
19/19
Grantees still filing
14/19
Grew since you first funded

Where your money sits — by cause, then by grantee

CWRU — $1,618,154 · OtherCWRUIndividual grant recipient — $559,904 · OtherIndividual grant recipientIndividual grant recipient — $508,108 · OtherIndividual grant recipientCHURCH OF THE WESTERN RESERVE — $507,438 · OtherCHURCH OF THE WESTERN RESERVE+10 more — $216,351 · Other+10 moreTHE CLEVELAND PLAY HOUSE — $1,132,340 · Arts & CultureTHE CLEVELAND PLAY HOUSEThe Musical Arts Association — $348,391 · Arts & CultureThe Musical Arts Association+3 more — $89,651 · Arts & Culture+3 moreIDEASTREAM — $152,021 · Youth DevelopmentCASE WESTERN RESERVE UNIVERSITY — $30,285 · EducationTHE CLEVELAND INSTITUTE OF ART — $25,000 · EducationHAWKEN SCHOOL — $18,237 · EducationFRIENDS OF BREAKTHROUGH SCHOOLS — $16,000 · EducationCENTER FOR ARTS-INSPIRED LEARNING — $10,000 · EducationPEO Foundation — $10,000 · EducationCLEVELAND INSTITUTE OF MUSIC — $9,000 · EducationTHE HOLDEN ARBORETUM — $100,520 · EnvironmentCLEVELAND BOTANICAL GARDEN — $11,084 · Environment+1 more — $2,000 · EnvironmentCLEVELAND ZOOLOGICAL SOCIETY — $30,000 · AnimalsUNIVERSITY CIRCLE INCORPORATED — $10,000 · Community Improvement
Other$3,409,955Arts & Culture$1,570,382Youth Development$152,021Education$118,522Environment$113,604Animals$30,000Community Improvement$10,000

Each org by its size and your share of it — top-left is where you’re load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ your share of their budgetTHE CLEVELAND PLAY HOUSE — $1,132,340 over 7y, 4.9% of budgetThe Musical Arts Association — $348,391 over 4y, 0.2% of budgetIDEASTREAM — $152,021 over 3y, 0.3% of budgetPIANO INTERNATIONAL ASSOC OF NORTHERN OH — $101,014 over 1y, 4.2% of budgetTHE HOLDEN ARBORETUM — $100,520 over 1y, 1.0% of budgetCLEVELAND MUSEUM OF ART — $46,689 over 4y, 0.0% of budgetCLEVELAND MUSEUM OF NATURAL HISTORY — $32,962 over 2y, 0.1% of budgetCASE WESTERN RESERVE UNIVERSITY — $30,285 over 2y, 0.0% of budgetCLEVELAND ZOOLOGICAL SOCIETY — $30,000 over 3y, 0.1% of budgetTHE CLEVELAND INSTITUTE OF ART — $25,000 over 5y, 0.0% of budgetHAWKEN SCHOOL — $18,237 over 2y, 0.0% of budgetFRIENDS OF BREAKTHROUGH SCHOOLS — $16,000 over 2y, 0.1% of budgetCLEVELAND BOTANICAL GARDEN — $11,084 over 1y, 0.2% of budgetCENTER FOR ARTS-INSPIRED LEARNING — $10,000 over 2y, 0.3% of budgetUNIVERSITY CIRCLE INCORPORATED — $10,000 over 2y, 0.1% of budgetPEO Foundation — $10,000 over 1y, 0.1% of budgetNEAR WEST THEATRE INC — $10,000 over 2y, 0.6% of budgetCLEVELAND INSTITUTE OF MUSIC — $9,000 over 3y, 0.0% of budgetGates Mills Land Conservancy — $2,000 over 1y, 0.9% of budget
Go grantee by grantee — a decade per org, and how each moved after you funded them

A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.

  • Who funds THE CLEVELAND PLAY HOUSE
  • Who funds The Musical Arts Association
  • Who funds IDEASTREAM
  • Who funds PIANO INTERNATIONAL ASSOC OF NORTHERN OH
  • Who funds THE HOLDEN ARBORETUM
  • Who funds CLEVELAND MUSEUM OF ART
  • Who funds CLEVELAND MUSEUM OF NATURAL HISTORY
  • Who funds CASE WESTERN RESERVE UNIVERSITY
  • Who funds CLEVELAND ZOOLOGICAL SOCIETY
  • Who funds THE CLEVELAND INSTITUTE OF ART
  • Who funds HAWKEN SCHOOL
  • Who funds FRIENDS OF BREAKTHROUGH SCHOOLS
  • Who funds CLEVELAND BOTANICAL GARDEN
  • Who funds CENTER FOR ARTS-INSPIRED LEARNING
  • Who funds UNIVERSITY CIRCLE INCORPORATED
  • Who funds PEO Foundation
  • Who funds NEAR WEST THEATRE INC
  • Who funds CLEVELAND INSTITUTE OF MUSIC
  • Who funds Gates Mills Land Conservancy

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.

John P Murphy FoundationOH22.1× affinity8 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: John P Murphy Foundation · The Albert B & Audrey G Ratner Family Foundation · The Gries Family Foundation · Kulas Foundation · Emma R Fox Char Trust Mut Fds · The George Gund Foundation · The Cleveland Foundation · Jane and Jon Outcalt Foundation · The Louise H & David S Ingalls Fdn · Giant Eagle Foundation · Martha Holden Jennings Foundation · The Char and Chuck Fowler Family Foundation

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

Government reliance of your grantees

Every dot is one organization The Walter & Jean Kalberer Foundation funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.

2024
202122232425
no gov · 00%0%1%3%5%your share of their income ↑0%13%25%38%50%share of the org’s income from government
    no gov moneyreceives it· size = income
    0get no government money at all
    9report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–50%
    typical government reliance, FY2025

    Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.

    05Through Plinth

    Warm introductions · Powered by PlinthPlus

    How do I get to The Walter & Jean Kalberer Foundation?

    Find your warmest path to The Walter & Jean Kalberer Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

    Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

    On method. Every financial figure here is read directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 32 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears. How we build these →

    Generated from your IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12–24 months behind; figures are dated accordingly.

    Source object · view filing

    More from the funding graph