Civic Intelligence

The Walter & Jean Kalberer Foundation

990PF • Fiscal year 2011 • EIN 34-1817179

Jan 01, 2011 to Dec 31, 2011 • Filed on Oct 31, 2012

Organization Profile
1259 West Hill Drive44040
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

65th percentile

$0

Higher top officer pay than 65% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

93rd percentile

45%

Faster asset growth than 93% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$2,727,534

Up $852,248 (+45%) from 2010

Net Assets

Up

$2,727,534

Up $852,248 (+45%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$369,595

Down $136,357 (-27%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2010: $1,875,286Liabilities 2010: $0Net Assets 2010: $1,875,2862010Assets 2011: $2,727,534Liabilities 2011: $0Net Assets 2011: $2,727,5342011Assets 2012: $2,236,838Liabilities 2012: $0Net Assets 2012: $2,236,8382012Assets 2013: $1,676,213Liabilities 2013: $0Net Assets 2013: $1,676,2132013Assets 2014: $1,844,135Liabilities 2014: $0Net Assets 2014: $1,844,1352014Assets 2015: $1,702,020Liabilities 2015: $0Net Assets 2015: $1,702,0202015Assets 2016: $1,656,565Liabilities 2016: $0Net Assets 2016: $1,656,5652016Assets 2017: $1,811,542Liabilities 2017: $0Net Assets 2017: $1,811,5422017Assets 2018: $1,577,875Liabilities 2018: $0Net Assets 2018: $1,577,8752018Assets 2019: $1,476,784Liabilities 2019: $0Net Assets 2019: $1,476,7842019Assets 2020: $1,269,207Liabilities 2020: $0Net Assets 2020: $1,269,2072020Assets 2021: $1,221,504Liabilities 2021: $0Net Assets 2021: $1,221,5042021Assets 2022: $1,230,800Liabilities 2022: $0Net Assets 2022: $1,230,8002022Assets 2023: $1,170,265Liabilities 2023: $0Net Assets 2023: $1,170,2652023Assets 2024: $2,811,724Liabilities 2024: $0Net Assets 2024: $2,811,7242024

Highlighted filing

2011

Assets$2,727,534
Liabilities$0
Net Assets$2,727,534
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2010: $505,9522010Expenses 2011: $369,5952011Expenses 2012: $568,1592012Revenue 2013: $112,508Expenses 2013: $673,132Net Income 2013: -$560,6242013Revenue 2014: $1,014,485Expenses 2014: $846,563Net Income 2014: $167,9222014Revenue 2015: $153,720Expenses 2015: $295,835Net Income 2015: -$142,1152015Revenue 2016: $20,745Expenses 2016: $66,200Net Income 2016: -$45,4552016Revenue 2017: $316,786Expenses 2017: $207,096Net Income 2017: $109,6902017Revenue 2018: $17,467Expenses 2018: $231,957Net Income 2018: -$214,4902018Revenue 2019: $438,542Expenses 2019: $977,512Net Income 2019: -$538,9702019Revenue 2020: $18,729Expenses 2020: $2,211,099Net Income 2020: -$2,192,3702020Revenue 2021: $281,645Expenses 2021: $621,269Net Income 2021: -$339,6242021Revenue 2022: $14,296Expenses 2022: $5,000Net Income 2022: $9,2962022Revenue 2023: $14,598Expenses 2023: $609,591Net Income 2023: -$594,9932023Revenue 2024: $988,208Expenses 2024: $561,187Net Income 2024: $427,0212024

Highlighted filing

2011

Revenue-
Expenses$369,595
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Oct 31, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lori KalbererTrustee-$0--
Gwenn S WinkhausTrustee-$0--
Jean C KalbererTrustee-$0--
Walter E KalbererTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-2010-11 ANNUAL FUND AND YOUNG AUDIENCES501 C3CLEVELAND, OH, US$210,000
Paid Grant-ELEPHANT'S CROSSING501 C3CLEVELAND, OH, US$51,000
Paid Grant-ANNUAL FUND501 C3CLEVELAND, OH, US$30,000
Paid Grant-ANNUAL FUND501 C3CLEVELAND, OH, US$21,000
Paid Grant-2011 ANNUAL FUND501 C3CLEVELAND, OH, US$15,000
Paid Grant-ANNUAL FUND501 C3CLEVELAND, OH, US$15,000
Paid Grant-ANNUAL FUND501C3BEACHWOOD, OH, US$10,000
Paid Grant-ANNUAL FUND501 C3CLEVELAND, OH, US$5,000
Paid Grant-CLEVELAND ARTS PRIZE501 C3CLEVELAND, OH, US$5,000
Paid Grant-2011-12 ANNUAL FUND501 C3MEADVILLE, PA, US$3,000
Paid Grant-ANNUAL FUND501 C3CHAGRIN FALLS, OH, US$2,000
Paid Grant-ANNUAL FUND501 C3CLEVELAND, OH, US$500
Filing and Contact Details

Filer

EIN
34-1817179
Raw XML Appendix385 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV02563352
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0COMMON STOCKS
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IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome01191436
IRS990PF/CapitalGainsAndLosses/NetShortTermCapitalGainOrLoss0-20088
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0852249
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IRS990PF/ChangesInNetAssetsFundBalances/Subtotal02727535
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IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities02594685
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable039404
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IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0129375
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets02587509
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition20.00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Lori Kalberer
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1Gwenn S Winkhaus
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2Jean C Kalberer
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3Walter E Kalberer
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine106777 GATES MILLS BLVD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11PO Box 438
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine121259 West Hill Drive
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine131259 West Hill Drive
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0GATES MILLS
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3Gates Mills
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0OH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1NY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2OH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State3OH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode044040
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode244040
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode344040
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IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
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IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10Jean C Kalberer
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber04404233420
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IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/MaintExpendResponsibility0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
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IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/ContributingManager0Jean C Kalberer
IRS990PF/SupplementaryInformation/ContributingManager1Walter E Kalberer
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount102000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount113000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0ANNUAL FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution12011 ANNUAL FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2ELEPHANT'S CROSSING
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3ANNUAL FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4ANNUAL FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5CLEVELAND ARTS PRIZE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6ANNUAL FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7ANNUAL FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8ANNUAL FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution92010-11 ANNUAL FUND AND YOUNG AUDIENCES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution10ANNUAL FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution112011-12 ANNUAL FUND
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1501 C3
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus10501 C3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus11501 C3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0TOWN HALL OF CLEVELAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1RUSLEF
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2CLEVELAND ZOOLOGICAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3IDEASTREAM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName4CLEVELAND MUSEUM OF NAT HISTORY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName5CLEVELAND MUSEUM OF ART
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName6CLEVELAND INSTITUTE OF ART
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName7GREAT LAKES SCIENCE CENTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName8MALTZ MUSEUM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName9CLEVELAND ORCHESTRA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName10CHAGRIN FDT FOR ARTS CULTURE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName11ALLEGHENY COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship6NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship7NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship8NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship9NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship10NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship11NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10EUCLID AVE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine123900 WILDLIFE WAY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine131375 EUCLID AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine141 WADE OVAL DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1511150 EAST BLVD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1611141 EAST BLVD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine17E 9TH ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine18RICHMOND ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine19SEVERANCE HALL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11088 N MAIN ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine111520 N MAIN STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0CLEVELAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1CLEVELAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2CLEVELAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3CLEVELAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4CLEVELAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5CLEVELAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6CLEVELAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7CLEVELAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City8BEACHWOOD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City9CLEVELAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City10CHAGRIN FALLS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City11MEADVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0OH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1OH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2OH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3OH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4OH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5OH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6OH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7OH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State8OH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State9OH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State10OH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State11PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode044115
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode144115
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode244109
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode344115
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode444106
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode544106
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode644106
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode744114
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode844122
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode944106
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1044022
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1116335
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0367500
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear0117166
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0117166
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear10371434
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear20263906
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear30211262
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear40400669
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear50207661
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear50207661
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear01498752
IRS990PF/UndistributedIncome/ExcessFromCurrentYear0251481
IRS990PF/UndistributedIncome/ExcessFromYear10371434
IRS990PF/UndistributedIncome/ExcessFromYear20263906
IRS990PF/UndistributedIncome/ExcessFromYear30211262
IRS990PF/UndistributedIncome/ExcessFromYear40400669
IRS990PF/UndistributedIncome/QualifyingDistributions0368647
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus0251481
IRS990PF/UndistributedIncome/TotalCorpus01706413
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover01454932
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherAssetsSchedule/OtherAssets/BOYBookValue0663685
OtherAssetsSchedule/OtherAssets/Description0LIFE INSURANCE
OtherAssetsSchedule/OtherAssets/EOYBookValue0797156
OtherAssetsSchedule/OtherAssets/EOYFMV0881385
OtherDecreasesSchedule/OtherDecreases/Amount01
OtherDecreasesSchedule/OtherDecreases/Description0ROUNDING
OtherExpensesSchedule/OtherExpenses/Description0STATE REGISTRATION FEES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps0200
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0200
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0341817179
ReturnHeader/Filer/Name/BusinessNameLine10THE WALTER & JEAN KALBERER FOUNDATION
ReturnHeader/Filer/NameControl0WALT
ReturnHeader/Filer/Phone04404233420
ReturnHeader/Filer/USAddress/AddressLine101259 WEST HILL DRIVE
ReturnHeader/Filer/USAddress/City0GATES MILLS
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode044040
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-10-31
ReturnHeader/Officer/Name0WALTER E KALBERER
ReturnHeader/Officer/Title0President
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Morgan & Associates Inc
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine106155 Rockside Road 307
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Independence
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0OH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode044131
ReturnHeader/Preparer/Name0HUGH J MORGAN
ReturnHeader/Preparer/Phone02166428604
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-10-31T05:53:48-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,727,534
Liabilities
$0
Net assets
$2,727,534
Revenue
-
Expenses
$369,595
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.99$0.56$0.43
2023Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.01$0.61$0.59
2022Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.01$0.01$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.28$0.62$0.34
2020Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.02$2.21$2.19
2019Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.44$0.98$0.54
2018Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.02$0.23$0.21
2017Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.32$0.21$0.11
2016Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.02$0.07$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.15$0.30$0.14
2014Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$1.01$0.85$0.17
2013Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.11$0.67$0.56
2012Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.57
2011Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.37
2010Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.51