Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 20-0509972

HEATHER L KALNY CHARITABLE FOUNDATION

Tax-exempt · ROCKFORD, IL 61107

Financials

$119K$19K2023$16K$19K2024
Revenue Expenses · by fiscal year end
Financials of HEATHER L KALNY CHARITABLE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$16,367$18,829-$2,462$237,376$0$237,376
December 31, 2023990-PF$119,176$18,913$100,263$239,838$0$239,838
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$155
Dividends
$6,946
Net rental income
-$8
Net gain from sales of assets
$7,956
Other income
$1,310

Expenses

Grants and similar amounts paid
$15,086
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$15,086
Excise tax on investment income
$175

Balance sheet and other

Total assets, start of year
$239,838
Total assets, end of year
$237,376
Total liabilities, end of year
$0
Net assets, end of year
$237,376
Fair market value of assets
$406,848
Qualifying distributions
$15,086
Net investment income
$16,302

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
HEATHER L FREELAND
3427 AKRON COURT, DENVER, CO 80238
PRESIDENT & DIRECTOR0$0
JUDITH E GRAFF
1302 GRAND ISLE COURT, NAPLES, FL 34108
VICE PRESIDENT & DIRECTOR0$0
JOHN F GRAFF
1302 GRAND ISLE COURT, NAPLES, FL 34108
SECRETARY & DIRECTOR0$0
JOHN R ANDERSON
4151 GULF SHORE BLVD N UNIT 404, NAPLES, FL 34103
TREASURER & DIRECTOR0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
HEATHER L FREELAND
3427 AKRON COURT, DENVER, CO 80238
PRESIDENT & DIRECTOR0$0
JUDITH E GRAFF
1302 GRAND ISLE COURT, NAPLES, FL 34108
VICE PRESIDENT & DIRECTOR0$0
JOHN F GRAFF
1302 GRAND ISLE COURT, NAPLES, FL 34108
SECRETARY & DIRECTOR0$0
JOHN R ANDERSON
4151 GULF SHORE BLVD N UNIT 404, NAPLES, FL 34103
TREASURER & DIRECTOR0$0

Address and contacts

Address (IRS master file)
330 SPRING CREEK RD, ROCKFORD, IL 61107-1035
In care of
% JOHN R ANDERSON
Signed the 990-PF
JOHN R ANDERSON, TREASURER & DIRECTOR
Phone
(815) 637-7622
Return prepared by
PLANTE & MORAN PLLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
20-0509972
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2004
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$237,376
Income (IRS master file)
$16,367

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$16,367$18,829$237,376IRS
990-PFDecember 2023$119,176$18,913$239,838XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-0509972).

Questions about HEATHER L KALNY CHARITABLE FOUNDATION

What is the EIN of HEATHER L KALNY CHARITABLE FOUNDATION?
The employer identification number (EIN) of HEATHER L KALNY CHARITABLE FOUNDATION is 20-0509972.
Is HEATHER L KALNY CHARITABLE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
Are donations to HEATHER L KALNY CHARITABLE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HEATHER L KALNY CHARITABLE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of HEATHER L KALNY CHARITABLE FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HEATHER L KALNY CHARITABLE FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of HEATHER L KALNY CHARITABLE FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
How much revenue does HEATHER L KALNY CHARITABLE FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $16,367, expenses of $18,829 and total assets of $237,376 at year end.

Other nonprofits in ROCKFORD

All nonprofits in ROCKFORD · Illinois · Philanthropy, voluntarism and grantmaking foundations