Robert J Kleberg Jr And Helen C Kleberg Foundation
- Assets
- $221.3m
- Revenue
- $9.8m
- Investments
- $216.4m
- Employees
- 0
- Location
- San Antonio, TX
- Founding
- 05/1952
- Data as of
- 12/2022
- EIN
- 74-6044810
Organization Overview
Robert J Kleberg Jr And Helen C Kleberg Foundation is located in San Antonio, TX. The organization was established in 1952. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Robert J Kleberg Jr And Helen C Kleberg Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Robert J Kleberg Jr And Helen C Kleberg Foundation generated $9.8m in total revenue. This represents relatively stable growth, over the past 4 years the organization has increased revenue by an average of 0.1% each year. All expenses for the organization totaled $17.5m during the year ending 12/2022. While expenses have increased by 4.5% per year over the past 4 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Robert J Kleberg Jr And Helen C Kleberg Foundation has awarded 124 individual grants totaling $40,405,514. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
NONE
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Helen K Groves Deceased Director | 1 | $0 | |
Helen C Alexander President | 1 | $0 | |
Emory A Hamilton V/p - Treasurer | 1 | $0 | |
John D Alexander Jr V/p - Secretary | 1 | $0 | |
Caroline A Forgason Director | 1 | $0 | |
Henrietta K Alexander Director | 1 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Wellington Trust Company | 12/30/22 | $391,534 |
Luther King Investment Management Co | 12/30/22 | $417,098 |
Cambridge Associates | 12/30/22 | $66,500 |
Sanderson Fund | 12/30/22 | $245,205 |
Vulcan Fund | 12/30/22 | $163,507 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $76,783 |
| Dividends & Interest | $5,560,263 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $3,385,151 |
| Capital Gain Net Income | $3,385,151 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $768,580 |
| Total Revenue | $9,790,777 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $92,099 |
| Pension plans, employee benefits | $0 |
| Interest | $34,126 |
| Taxes | $491,479 |
| Depreciation | $0 |
| Occupancy | $4,464 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $665,928 |
| Total operating and administrative expenses | $2,767,429 |
| Contributions, gifts, grants paid | $14,737,830 |
| Total expenses and disbursements | $17,505,259 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $4,292,628 |
| Net Accounts receivable | $27,044 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $13,222,290 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $607,916 |
| Total assets | $221,326,840 |
| Accounts payable and accrued expenses | $2,279 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $1,730,688 |
| Total liabilities | $1,732,967 |
Grants Awarded
Over the last fiscal year, Robert J Kleberg Jr And Helen C Kleberg Foundation has awarded $14,737,830 in support to 43 organizations.
| Grant Recipient | Amount |
|---|---|
ALZHEIMERS DISEASE ASSOCIATION PURPOSE: CHARITABLE | $45,000 |
BAYLOR COLLEGE OF MEDICINE PURPOSE: SUPPORT MEDICAL STUDY | $332,226 |
BOY SCOUTS OF AMERICA PURPOSE: YOUTH PROGRAMS | $25,000 |
BOYS & GIRLS CLUB OF KINGSVILLE INC PURPOSE: YOUTH PROGRAMS | $110,000 |
CENIKOR FOUNDATION PURPOSE: CHARITABLE | $25,000 |
CASA OF KLEBERG COUNTY AKA BRUSH COUNTRY CASA PURPOSE: CHILD WELFARE PROGRAM | $30,000 |