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Joan & Herb Kelleher Charitable Foundation is a private trust based in SAN ANTONIO, TX. The foundation received its IRS ruling in 1998. The principal officer is % Alamo Advisors Lp. It holds total assets of $82.8M. Annual income is reported at $21.8M. The foundation operates in the area of philanthropy & grantmaking. According to available records, Joan & Herb Kelleher Charitable Foundation has made 4 grants totaling $8M, with a median grant of $2M. Annual giving has grown from $1.5M in 2021 to $2.3M in 2023. Grantmaking activity was highest in 2022 with $4.1M distributed across 2 grants. Individual grants have ranged from $1.5M to $2.3M, with an average award of $2M. The foundation has supported 2 unique organizations. Grant recipients are concentrated in Texas. Contributions to this foundation are tax-deductible.
Joan & Herb Kelleher Charitable Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 4 grants. Its grantmaking reaches organizations primarily in TX.
Joan & Herb Kelleher Charitable Foundation has distributed a total of $8M across 4 grants. The median grant size is $2M, with an average of $2M. Individual grants have ranged from $1.5M to $2.3M.
Joan & Herb Kelleher Charitable Foundation is a private foundation. To inquire about grants, you can look up the foundation using their EIN (742833381) on GuideStar or contact them directly. Many private foundations have specific application processes that may not be publicly listed.
Joan & Herb Kelleher Charitable Foundation is headquartered in SAN ANTONIO, TX.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Ruth K Agather | Co-Trustee | $30K | $0 | $30K |
| David N Kelleher | Co-Trustee | $30K | $0 | $30K |
| J Michael Kelleher | Co-Trustee | $30K | $0 | $30K |
Total Giving
$3M
Total Assets
$77.2M
Fair Market Value
$77.2M
Net Worth
$73.6M
Grants Paid
$2.3M
Contributions
$0
Net Investment Income
$1.5M
Distribution Amount
$3.5M
Total: $68.8M
Total Grants
4
Total Giving
$8M
Average Grant
$2M
Median Grant
$2M
Unique Recipients
2
Most Common Grant
$2M
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| See Attached Schedule 25SEE ATTACHED SCHEDULE 25 | San Antonio, TX | $2.3M | 2023 |
| See Schedule 10SEE SCHEDULE 10 | San Antonio, TX | $1.5M | 2021 |
HOUSTON, TX
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