Kalliopeia Foundation

The Kalliopeia Foundation is a left-of-center private grantmaking foundation that financially supports environmentalist policies, Native American interests, and stories that promote expanded immigration from a spiritual orientation. It was founded by Barbara Sargent in 1997, who is a practitioner of Sufism,1 a mystical tradition of Islam. 2

At-A-Glance

Issue Areas: Environmental Policy
Website: kalliopeia.org
Formation:

1997

Founder:

Barbara Sargent

Location: San Rafael, CA View on map
Tax ID: 94-3270387
Most Recent Filing: 2024
Budget (2024): Assets: $291,607,071 Revenue: $18,406,741 Expenses: $14,205,571

Contents

    The Foundation claims to promote a global consciousness of oneness, indigenous cultures, and nurturing inner life. 3 The organization supports the idea that there is an ecological crisis which requires an environmental movement that will honor the Earth and humanity. 4

    Grant Funding

    The Kalliopeia Foundation provides grant money to various organizations that work to spread their ideas of spiritual oneness with others and the Earth. Since its creation the Kalliopeia Foundation has funded over 500 organizations. 5

    Indigenous Peoples

    The Hopi Foundation in Arizona is funded by the Kalliopeia Foundation for its work with indigenous people of Hopi and Tewa descent. 6 The Hopi Foundation created the Hopi Leadership Program in 2006 to grow and encourage a new generation of Hopi and Tewa leaders. 6

    The Kalliopeia Foundation funds the First Nations Development Institute (First Nations), which created the Native Youth and Culture Fund (NYCF) project to focus on youth who incorporate culture and tradition to address social issues in Native communities. In 2019, the Kalliopeia Foundation allocated $500,000 in grant money to the NYCF project. 7 Native Language Immersion Initiative, a project by First Nations, is a three-year project to create community-based programs that work to prevent the loss of Indigenous languages and cultures. 8 Since 2002, the Kalliopeia Foundation has provided most of First Nations’ funding. 9

    Nature

    Orion magazine, the self-described “America’s Finest Environmental Magazine,” is another group to which the Kalliopeia Foundation gives money, a total of $20,000 in 2017. 10

    The Kalliopeia Foundation also provides funding for the Bay Nature Institute, a nonprofit publication and website promoting people’s relationship with nature, specifically in the San Francisco Bay Area. 11

    Cultures

    The Kalliopeia Foundation is an avid supporter of immigrants. It supports community immigration events around the U.S. In Chicago, the Kalliopeia Foundation sponsored the Monarch Festival 2019, which celebrates the monarch butterfly and its long migration aiming to connect people’s stories of their own migration experiences with that of the butterfly. 12

    The Spiritual Ecology Fellowship is an initiative within the Kalliopeia Foundation that selects eight emerging young leaders for an experience of deep study and practical application of “spiritual ecology.” The participants develop and create pilot projects that potentially could be funded by the Kalliopeia Foundation’s incubator program. Each participant receives a full scholarship and a $10,000 stipend, with all travel, food, and lodging paid for by the Kalliopeia Foundation. 13

    History and Founder

    Barbara Sargent founded the Kalliopeia Foundation in 1997 because she says growing up, she was lost and without purpose. 14 Sargent went on to establish the New Field Foundation, which supports rural women in West Africa, and the Tamalpais Trust, which supports indigenous-led initiatives, organizations, and networks. 1 Sargent practices within the Sufi tradition of Islamic mysticism at the Golden Sufi Center in California. 1As a practicing Sufi, Sargent follows a mystical form of Islam, which focuses on the inward search for God and shuns materialism2.

    The name Kalliopeia comes from the first of the nine Greek Muses and means “beautiful voice.” 15

    Funding

    The Kalliopeia Foundation is a 501(c)(3) tax except private foundation. The Kalliopeia Foundation reported $14,732,960 in expenditures in its 2017 fiscal year. 16 The organization reported eight employees receiving over $50,000 in compensation. 17 The organization had two direct charitable activities, the Global Oneness Project and the Spiritual Ecology Fellowship, totaling $1,371,822. 18

    Financial Statistics

    Total Assets

    Total Revenue

    Total Expenses

    YearTotal AssetsTotal RevenueTotal ExpensesFiling
    2024 $291,607,071 $18,406,741 $14,205,571 View
    2023 $284,507,941 $46,125,271 $15,208,871 View
    2022 $228,488,345 $139,078,294 $16,055,219 View
    2021 $117,739,636 $4,536,104 $11,944,201 View
    2020 $116,317,947 $5,855,321 $11,531,492 View

    Prior year filings: 2015, 2014, 2013, 2012, 2011

    Expenses Detail

    Employee Compensation

    Highest Earning Employees

    EmployeeTitleTotal Compensation
    Z Fuller-RowellExecutive Dir.$200,000
    Teresa DunbarDir Fin & Inv$185,000
    Emmanuel Vaughan-LeeExec. Editor$180,250
    Sohrob NabatianDir. Grants$168,000
    Seana QuinnManaging Editor$153,333
    Tania MorrisonGrant Officer$137,400
    L KlegerBoard Chair$25,000
    J HuxleyDirector$25,000
    D WeerenSect'y/Treas$25,000
    Z WhalenDirector$10,417

    Grant Activity

    All-time grants received statistics from Candid dataset:

    • Total Grant Value: $158,177
    • Number of Grants: 3
    • Number of Funders: 3

    Selection of highest value grants received from the last seven years:

    AmountYearFunderSubject
    $110,0002021 RSF | Regenerative Social FinanceFOR GENERAL OPERATING SUPPORT

    All-time grants given statistics from Candid dataset:

    • Total Grant Value: $72,169,208
    • Number of Grants: 1,338
    • Number of Recipients: 473

    Selection of highest value grants given from the last seven years:

    AmountYearFunderSubject
    $330,0002022 Seventh Generation Fund for Indigenous Peoples IncGeneral support
    $240,0002021 Rudolph Steiner FoundationProject Support for "The Kalliopeia Foundation Donor-Advised Fund"
    $230,0002021 Honor the Earth$230K for support as follows: $150K for "Re-granting to grassroots Native projects"; $65K for" Re-grant program administration"; and $15K for "Staffina/Caoacitv-buildina"
    $225,0002021 First Nations Development InstituteGeneral Support
    $220,0002021 Advocates for Indigenous California Language SurvivalGeneral Support
    $213,0002021 Earth Law Center$213K for support as follows: $100K for general support, $90K project support for "Kalliopeia Foundation Partnership Work" and $23K project support for "Regrant to Northeast Farmers of Color Land Trust"
    $200,0002022 Euchee Yuchi Language ProjectProject support for Capital Campaign
    $182,0002021 Inquiring Systems, Inc.Project Support for general operating expenses of One Earth Sanaha
    $160,0002021 Sufi Order International dba The Inayati OrderProject Support as follows: $130K for "Administrative Staffing"; and $30K for "Increasing Accessibility of Nature-Meditation Programming"
    $150,0002022 Honor the EarthProject support for Honor the Earth's regranting program
    $150,0002021 LA Compost$150K for support as follows: $100K for general support and $50K project support for "Micro-Granting Funds"
    $135,0002022 Resist IncProject support for general operating expenses of the "Northeast Farmers of Color Land Trust"
    $132,0002022 Institute for Local InnovationsProject support for general operating expenses of the Ecowomanist Institute
    $130,0002022 Sufi Order International dba The Inayati OrderProject support for "Compensation for Two Core Administrative Positions: Director of Operations and Executive Assistant/Front Desk Manager
    $125,0002022 Black Belt Justice CenterProject support for general operations of Acres of Ancestry Initiative
    $125,0002022 Land Peace FoundationProject support as follows: $75K for general operating expenses and $50K for project support for staffing
    $125,0002022 Spiret FoundationProject Support for Land Peace Foundation as follows: $75Kfor general operating expenses and $50K for project support for staffing
    $125,0002021 Spiret FoundationProject Support for Land Peace Foundation as follows: $75K for general operating expenses and $50K for oroiect support for staffina
    $120,0002021 Kate R. Weiner DBA Loam Living, LLCProject Support for "Loam Content Development"
    $111,0002022 NEO PhilanthropyProject support for Nuns and Nones' Land Justice Project
    $111,0002021 ALLIED MEDIA PROJECTSProject Support for general operating expenses of Lead to Life
    $110,0002022 Agrarian Trust$110K for support as follows: $30K for Toolkit Outreach; $45K for Media and Communications; $25Kfor BIPOC Fellowship; and $1 OK for BIPOC Board Member Participation in Commons Governance
    $110,0002021 Agrarian Trust$110K for support as follows: $30K for Toolkit Outreach; $45K for Media and Communications; $25K for BIPOC Fellowship; and $1 OK for BIPOC Board Member Participation in Commons Governance
    $110,0002021 Rocky Mountain Seed AllianceGeneral Support
    $109,5002021 Seventh Generation Fund for Indigenous Peoples IncProject Support for general operating expenses for Onaman Team

    References

    1. Mendenhall, Megan. “Clients in Conversation: Money & Spirit – Part II.” RSF Social Finance. May 12, 2015. Accessed October 25, 2019. https://rsfsocialfinance.org/2015/05/19/clients-in-conversation-money-spirit-part-ii/
    2. Specia, Megan. “Who Are Sufi Muslims and Why Do Extremists Hate Them?” The New York Times. November, 24, 2017. https://www.nytimes.com/2017/11/24/world/middleeast/sufi-muslim-explainer.html
    3. The Security and Sustainability Guide. Kalliopeia Foundation. Accessed October 27, 2019. http://securesustain.org/job/kalliopeia-foundation/
    4. Kalliopeia Foundation. Parliament of the World’s Religions. Accessed October 29, 2019. https://parliamentofreligions.org/pop-ups/kalliopeia-foundation
    5. About Us. Kalliopeia Foundation. Accessed October 31, 2019. https://kalliopeia.org/about-us/
    6. Lavar Butler, Joshua. “A new generation of Hopi, Tewa leaders and professionals.”  Navajo-Hopi Observer. October 1, 2019. Accessed October 29, 2019. https://m.nhonews.com/news/2019/oct/01/new-generation-hopi-tewa-leaders-and-professionals/
    7. “Kalliopeia Foundation Provides Continued Funding for First Nations’ Native Youth and Culture Fund Program for 2019.” Globe Newswire. January 29, 2019. Accessed October 25, 2019. https://www.globenewswire.com/news-release/2019/01/29/1706766/0/en/Kalliopeia-Foundation-Provides-Continued-Funding-for-First-Nations-Native-Youth-and-Culture-Fund-Program-for-2019.html
    8. “Application Period Now Open for Second Year of Native American Language-Immersion Grants. Deadline is December 18, 2018.” Globe Newswire. October 26, 2018. Accessed October 31, 2019. https://www.globenewswire.com/news-release/2018/10/26/1627796/0/en/Application-Period-Now-Open-for-Second-Year-of-Native-American-Language-Immersion-Grants-Deadline-is-December-18-2018.html
    9. “Kalliopeia Foundation Funds Native Youth and Culture Programs.” Indian Country Today. January 29, 2019. Accessed October 25, 2019. https://newsmaven.io/indiancountrytoday/the-press-pool/kalliopeia-foundation-funds-native-youth-culture-projects-Dct2L27mhEuuMD0bMBFbXQ/
    10. The Orion Society Inc., Return of Organization Exempt from Income Tax (Form 990), 2017, Part I, (a) No. 5. https://orionmagazine.org/cms/assets/uploads/2018/11/2017-Form990.pdf
    11. Bay Nature. About Us. Accessed October 25, 2019. https://baynature.org/about-us/
    12. Pandey, Mrinalini. “Celebrating the Monarch Butterfly.” Hyde Park Herald. August 20, 2019. Accessed October 31, 2019. https://hpherald.com/2019/08/20/celebrating-the-monarch-butterfly/
    13. Spiritual Ecology Fellowship. List of Awesome. Sullivan Foundation. https://sullivanresources.org/job/spiritual-ecology-fellowship/
    14. Mendenhall, Megan. “Clients in Conversation: Money & Spirit – Part I.” RSF Social Finance. May 12, 2015. Accessed October 25, 2019. https://rsfsocialfinance.org/2015/05/12/clients-in-conversation-money-spirit-part-i/
    15. About Us. Kalliopeia Foundation. Accessed October 29, 2019. https://kalliopeia.org/about-us/
    16. Kalliopeia Foundation, Return of Private Foundation (Form 990-PF), 2017, Part I Line 26. https://projects.propublica.org/nonprofits/organizations/943270387/201833179349101998/IRS990PF
    17. Kalliopeia Foundation, Return of Private Foundation (Form 990-PF), 2017, Part VIII Section 2. https://projects.propublica.org/nonprofits/organizations/943270387/201833179349101998/IRS990PF
    18. Kalliopeia Foundation, Return of Private Foundation (Form 990-PF), 2017, Part IX-A Line 1 and 2. https://projects.propublica.org/nonprofits/organizations/943270387/201833179349101998/IRS990PF