Robert J Kleberg Jr And Helen C Kleberg Foundation
- Assets
- $227.8m
- Revenue
- $32.8m
- Investments
- $224.5m
- Employees
- 0
- Location
- San Antonio, TX
- Founding
- 05/1952
- Data as of
- 12/2021
- 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 12/2021, Robert J Kleberg Jr And Helen C Kleberg Foundation generated $32.8m in total revenue. This organization has experienced exceptional growth, as over the past 4 years, it has increased revenue by an average of 14.5% each year . All expenses for the organization totaled $15.8m during the year ending 12/2021. While expenses have increased by 3.0% 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 81 individual grants totaling $25,667,684. 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
2021
Describe the Organization's Program Activity:
NONE
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Helen K Groves Director | 1 | $0 | |
John D Alexander Jr V/p - Secretary | 1 | $0 | |
Henrietta K Alexander Director | 1 | $0 | |
Dorothy A Matz Vice-President | 1 | $0 | |
Emory A Hamilton V/p - Treasurer | 1 | $0 | |
Helen C Alexander President | 1 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Cambridge Associates | 12/30/21 | $66,500 |
Vulcan Fund | 12/30/21 | $178,687 |
Sanderson Fund | 12/30/21 | $290,817 |
Luther King Investment Management Co | 12/30/21 | $438,170 |
Wellington Trust Company | 12/30/21 | $387,836 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $45,904 |
| Dividends & Interest | $5,598,628 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $25,626,226 |
| Capital Gain Net Income | $25,626,226 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $1,485,329 |
| Total Revenue | $32,756,087 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $81,210 |
| Pension plans, employee benefits | $0 |
| Interest | $21,625 |
| Taxes | $497,650 |
| Depreciation | $0 |
| Occupancy | $4,226 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $606,422 |
| Total operating and administrative expenses | $2,756,430 |
| Contributions, gifts, grants paid | $13,007,378 |
| Total expenses and disbursements | $15,763,808 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $3,315,966 |
| Net Accounts receivable | $8,457 |
| 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 | $10,393,125 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $227,820,176 |
| Accounts payable and accrued expenses | $1,910 |
| 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 | $509,910 |
| Total liabilities | $511,820 |
Grants Awarded
Over the last fiscal year, Robert J Kleberg Jr And Helen C Kleberg Foundation has awarded $13,007,378 in support to 41 organizations.
| Grant Recipient | Amount |
|---|---|
UNIVERSITY OF TEXAS RIO GRANDE VALLEY - SCHOOL OF PURPOSE: SUPPORT FOR MEDICAL PROGRAM | $1,340,615 |
UNIVERSITY OF TEXAS MD ANDERSON PURPOSE: SUPPORT MEDICAL STUDIES | $1,220,010 |
STANFORD UNIVERSITY BOARD OF TRUSTEES OF THE LELA PURPOSE: CHARITABLE | $1,042,431 |
Houston, TX PURPOSE: SUPPORT MEDICAL STUDY | $1,006,730 |
MEMORIAL SLOAN KETTERING CANCER CENTER PURPOSE: CANCER RESEARCH | $1,006,600 |
UNIVERSITY OF PENNSYLVANIA PURPOSE: CHARITABLE | $822,608 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Rees-Jones Foundation Dallas, TX | $0 | $116,553,438 |
Meadows Foundation Incorporated Dallas, TX | $777,502,701 | $134,484,682 |
Rob And Melani Walton Foundation Bentonviille, AR | $541,056,642 | $120,568,910 |
Amon G Carter Foundation Fort Worth, TX | $464,730,205 | $54,557,293 |
Wend Ii Inc Bentonville, AR | $174,655,774 | $207,303,582 |
Anne And Henry Zarrow Foundation Tulsa, OK | $347,173,230 | $36,385,260 |
Ila-West Gulf Maritime Association Inc Royalty Trust Fund No 1 Houston, TX | $56,716,364 | $36,179,083 |
David Weekley Family Foundation Houston, TX | $132,693,267 | $39,507,010 |
T L L Temple Foundation Lufkin, TX | $464,501,486 | $44,070,137 |
Town Branch Foundation Bentonville, AR | $511,930,269 | $39,195,874 |
Perot Foundation Dallas, TX | $46,575,873 | $1,622,633 |
The Charles Butt Foundation San Antonio, TX | $7,229,103 | $6,060,986 |