Civic Intelligence

Caesar Kleberg Foundation for Wildlife Conservation

990PF • Fiscal year 2012 • EIN 74-6038766

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 12, 2013

PO Box 91178364
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$41,222,879

Flat from 2012

Net Assets

$41,222,879

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$2,726,988

Flat from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80M$60M$40M$20M$0Assets 2011: $40,334,373Liabilities 2011: $02011Assets 2012: $41,222,879Liabilities 2012: $0Net Assets 2012: $41,222,8792012Assets 2012: $41,222,879Liabilities 2012: $12012Assets 2013: $42,577,281Liabilities 2013: $0Net Assets 2013: $42,577,2812013Assets 2014: $45,351,219Liabilities 2014: $0Net Assets 2014: $45,351,2192014Assets 2015: $45,454,261Liabilities 2015: $3,285Net Assets 2015: $45,450,9762015Assets 2016: $45,427,993Liabilities 2016: $0Net Assets 2016: $45,427,9932016Assets 2017: $45,338,413Liabilities 2017: $0Net Assets 2017: $45,338,4132017Assets 2018: $50,630,173Liabilities 2018: $111,923Net Assets 2018: $50,518,2502018Assets 2019: $50,521,788Liabilities 2019: $6,795Net Assets 2019: $50,514,9932019Assets 2020: $52,906,659Liabilities 2020: $67,528Net Assets 2020: $52,839,1312020Assets 2021: $59,889,098Liabilities 2021: $11,753Net Assets 2021: $59,877,3452021Assets 2022: $59,808,771Liabilities 2022: $19,072Net Assets 2022: $59,789,6992022Assets 2023: $59,481,356Liabilities 2023: $44,432Net Assets 2023: $59,436,9242023Assets 2024: $64,988,011Liabilities 2024: $30,160Net Assets 2024: $64,957,8512024

Highlighted filing

2012

Assets$41,222,879
Liabilities$0
Net Assets$41,222,879

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2011: $6,505,676Expenses 2011: $2,794,315Net Income 2011: $3,711,3612011Expenses 2012: $2,726,9882012Revenue 2012: $3,615,494Expenses 2012: $2,726,988Net Income 2012: $888,5062012Revenue 2013: $4,568,955Expenses 2013: $3,214,553Net Income 2013: $1,354,4022013Revenue 2014: $6,526,151Expenses 2014: $3,752,213Net Income 2014: $2,773,9382014Revenue 2015: $3,406,640Expenses 2015: $3,306,883Net Income 2015: $99,7572015Revenue 2016: $4,153,993Expenses 2016: $4,176,976Net Income 2016: -$22,9832016Revenue 2017: $3,922,812Expenses 2017: $4,012,392Net Income 2017: -$89,5802017Revenue 2018: $9,078,058Expenses 2018: $3,898,221Net Income 2018: $5,179,8372018Revenue 2019: $3,898,956Expenses 2019: $3,943,352Net Income 2019: -$44,3962019Revenue 2020: $6,361,035Expenses 2020: $4,048,831Net Income 2020: $2,312,2042020Revenue 2021: $9,905,184Expenses 2021: $2,883,953Net Income 2021: $7,021,2312021Revenue 2022: $3,875,151Expenses 2022: $4,009,593Net Income 2022: -$134,4422022Revenue 2023: $4,403,784Expenses 2023: $4,768,407Net Income 2023: -$364,6232023Revenue 2024: $9,376,415Expenses 2024: $3,891,965Net Income 2024: $5,484,4502024

Highlighted filing

2012

Revenue-
Expenses$2,726,988
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Nov 12, 2013
Return Version
2012v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN J KLEBERGTrustee-$43,000-$43,000
CHRIS KLEBERGTrustee-$40,000-$40,000
DR DUANE M LEACHTrustee-$40,000-$40,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-CHARITABLE PURPOSESPUBLIC CHKINGSVILLE, TX, US$2,098,000
Paid Grant-CHARITABLE PURPOSESPUBLIC CHWESLACO, TX, US$10,000
Paid Grant-CHARITABLE PURPOSESPUBLIC CHBETHESDA, MD, US$5,000
Filing and Contact Details

Filer

EIN
74-6038766
Raw XML AppendixShowing 400 of 406 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0STEPHEN J KLEBERG TRUSTEE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber03615928501
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0SEE STATEMENT 13
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0SEE STATEMENT 13
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount05000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount110000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount22098000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0CHARITABLE PURPOSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1CHARITABLE PURPOSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2CHARITABLE PURPOSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC CH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC CH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0THE WILDLIFE SOCIETY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1THE VALLEY NATURE CENTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2TEXAS AM UNIVERSITY KINGSVILLE FDN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine105410 GROSVENOR LANE SUITE 200
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11301 S BORDER AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12PO BOX 2202
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0BETHESDA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1WESLACO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2KINGSVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode020814
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode178596
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode278363
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear02113000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear0216769
IRS990PF/UndistributedIncome/AppliedToYear102028080
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted02528395
IRS990PF/UndistributedIncome/QualifyingDistributions02244849
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY02311626
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear02028080
LegalFeesSchedule/LegalFees/AdjustedNetIncome00
LegalFeesSchedule/LegalFees/Amount0384
LegalFeesSchedule/LegalFees/Category0Michael J. Krueger
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps0192
LegalFeesSchedule/LegalFees/NetInvestmentIncome0192
OtherAssetsSchedule/OtherAssets/BOYBookValue08637
OtherAssetsSchedule/OtherAssets/BOYBookValue1-88072
OtherAssetsSchedule/OtherAssets/Description0PUBLICATION 90
OtherAssetsSchedule/OtherAssets/Description1PREPAID FEDERAL EXCISE TAX
OtherAssetsSchedule/OtherAssets/EOYBookValue08637
OtherAssetsSchedule/OtherAssets/EOYBookValue158033
OtherAssetsSchedule/OtherAssets/EOYFMV058033
OtherExpensesSchedule/OtherExpenses/Description0SAFE DEPOSIT BOX
OtherExpensesSchedule/OtherExpenses/Description1KLEBERG BANK - BANK FEES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps07
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome020
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome18
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks020
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks115
OtherIncomeSchedule2/OtherIncome/Description0OTHER INVESTMENT INCOME
OtherIncomeSchedule2/OtherIncome/Description1HEADINGTON ROYALTIES
OtherIncomeSchedule2/OtherIncome/Description2EXXON MOBIL ROYALTIES
OtherIncomeSchedule2/OtherIncome/Description3DEWBRE PETROLEUM CORP.
OtherIncomeSchedule2/OtherIncome/Description4AUSTIN CALVERT CLASS ACTI
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome081318
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome184
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome21248768
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome3499
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome41913
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks081318
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks184
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks21248768
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks3499
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks41913
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome00
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome10
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome20
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome30
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome40
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome50
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount030430
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount1124494
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount2134073
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount312000
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount44649
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount5252
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0THORNBURG CHARLES SCHWAB INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category1SOUTH TEXAS MONEY MGMT - INV MGT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category2LUTHER KING - INV MGT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category3KLEBERG BANK - ADMIN FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category4FROST BANK - CUSTODY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category5BESSEMER TRUST CO. - INV MGT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps10
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps20
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps36000
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps40
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps50
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome030430
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome1124494
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome2134073
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome36000
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome44649
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome5252
TaxesSchedule/Taxes/Amount080197
TaxesSchedule/Taxes/Amount112849
TaxesSchedule/Taxes/Amount263895
TaxesSchedule/Taxes/Amount316430
TaxesSchedule/Taxes/Category0ROYALTY PRODUCTION TAXES
TaxesSchedule/Taxes/Category1FOREIGN TAXES
TaxesSchedule/Taxes/Category2FEDERAL EXCISE TAX
TaxesSchedule/Taxes/Category3AD VALOREM TAXES
TaxesSchedule/Taxes/NetInvestmentIncome080197
TaxesSchedule/Taxes/NetInvestmentIncome112849
TaxesSchedule/Taxes/NetInvestmentIncome216430
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0746038766
ReturnHeader/Filer/Name/BusinessNameLine10CAESAR KLEBERG FOUNDATION FOR WILDLIFE
ReturnHeader/Filer/Name/BusinessNameLine20CONSERVATION
ReturnHeader/Filer/NameControl0CAES
ReturnHeader/Filer/Phone03615927174
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 911
ReturnHeader/Filer/USAddress/City0KINGSVILLE
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode078364
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-11-12
ReturnHeader/Officer/Name0STEPHEN J KLEBERG
ReturnHeader/Officer/Title0Trustee
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Asel & Associates PLLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1018618 Tuscany Stone Ste 100
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0SAN ANTONIO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0TX
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode078258
ReturnHeader/Preparer/Name0JOHN C ASEL CPA

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$65.0$0.03$65.0$9.38$3.89$5.48
2023Detailed filing. Detailed filing data is available for this year.$59.5$0.04$59.4$4.40$4.77$0.36
2022Detailed filing. Detailed filing data is available for this year.$59.8$0.02$59.8$3.88$4.01$0.13
2021Detailed filing. Detailed filing data is available for this year.$59.9$0.01$59.9$9.91$2.88$7.02
2020Detailed filing. Detailed filing data is available for this year.$52.9$0.07$52.8$6.36$4.05$2.31
2019Detailed filing. Detailed filing data is available for this year.$50.5$0.01$50.5$3.90$3.94$0.04
2018Detailed filing. Detailed filing data is available for this year.$50.6$0.11$50.5$9.08$3.90$5.18
2017Detailed filing. Detailed filing data is available for this year.$45.3$0.00$45.3$3.92$4.01$0.09
2016Detailed filing. Detailed filing data is available for this year.$45.4$0.00$45.4$4.15$4.18$0.02
2015Detailed filing. Detailed filing data is available for this year.$45.5$0.00$45.5$3.41$3.31$0.10
2014Detailed filing. Detailed filing data is available for this year.$45.4$0.00$45.4$6.53$3.75$2.77
2013Detailed filing. Detailed filing data is available for this year.$42.6$0.00$42.6$4.57$3.21$1.35
2012Detailed filing. Detailed filing data is available for this year.$41.2$0.00$41.2$2.73
2012Summary only. Only limited summary data is available for this year.$41.2$0.00$3.62$2.73$0.89
2011Summary only. Only limited summary data is available for this year.$40.3$0.00$6.51$2.79$3.71