Civic Intelligence

Caesar Kleberg Foundation for Wildlife Conservation

990PF • Fiscal year 2016 • EIN 74-6038766

Jan 01, 2016 to Dec 31, 2016 • Filed on Jan 03, 2018

Organization Profile
PO Box 1555Kingsville, TX 78363

(361) 592-7174

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

8th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

8th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • $25M-$50M nonprofits • Source year 2016

Net Margin

33rd percentile

-0.6%

Higher net margin than 33% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

17th percentile

$43,000

Higher top officer pay than 17% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2016 filings • $25M-$50M nonprofits • Source year 2016

Asset Growth

37th percentile

-0.1%

Faster asset growth than 37% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

83rd percentile

22%

Faster revenue growth than 83% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets8th percentile

Assets

Down

$45,427,993

Down $26,268 (-0.1%) from 2015

Net Assets

Down

$45,427,993

Down $22,983 (-0.1%) from 2015

Liabilities

Down

$0

Down $3,285 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin33rd percentile

Revenue

Up

$4,153,993

Up $747,353 (+22%) from 2015

Expenses

Up

$4,176,976

Up $870,093 (+26%) from 2015

Net Income

Down

-$22,983

Down $122,740 (-123%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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: $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

2016

Assets$45,427,993
Liabilities$0
Net Assets$45,427,993
Open 2016 Filing

Operations Trend

Revenue Growth83rd percentile

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: $3,711,3612011Revenue 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

2016

Revenue$4,153,993
Expenses$4,176,976
Net Income-$22,983
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jan 3, 2018
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay17th percentile

Employees

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

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-CHARITABLE PURPOSESPCKINGSVILLE, TX, US$3,443,000
Paid Grant-SPONSORSHIPPCSAN ANTONIO, TX, US$15,000
Paid Grant-CHARITABLE PURPOSESPCAUSTIN, TX, US$10,000
Paid Grant-2016 ANNUAL RANCH GALA - PATRONPCAUSTIN, TX, US$10,000
Paid Grant-CHARITABLE PURPOSESPCCORPUS CHRISTI, TX, US$5,000
Paid Grant-CHARITABLE PURPOSESPCAUSTIN, TX, US$2,650
Filing and Contact Details

Filer

Filer Name
Caesar Kleberg Foundation for Wildlife
EIN
74-6038766
Phone
3615927174
Address
PO BOX 1555, KINGSVILLE, TX 78363

Signing Officer

Name
Stephen J Kleberg
Title
Trustee
Signed
2018-01-03
Discuss with paid preparer
Yes

Preparer

Firm
Asel & Associates PLLC
Address
18618 Tuscany Stone Ste 100, SAN ANTONIO, TX 78258
Preparer
John C Asel CPA
Phone
2105445665
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15108569
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16327651
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt173749205
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt18746426
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt19191009
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt20151647
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES - CHARTWELL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES - BESSEMER
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2PUBLICLY TRADED SECURITIES - GOLDMN SACH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3PUBLICLY TRADED SECURITIES - FB935
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4PUBLICLY TRADED SECURITIES - FB935
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5PUBLICLY TRADED SECURITIES - FB935A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6PUBLICLY TRADED SECURITIES - FB935A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7PUBLICLY TRADED SECURITIES - NUANCE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8PUBLICLY TRADED SECURITIES - NUANCE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9PUBLICLY TRADED SECURITIES - PUNCH ASSOC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10PUBLICLY TRADED SECURITIES - FA722
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11PUBLICLY TRADED SECURITIES - FA722
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12PUBLICLY TRADED SECURITIES - FB893
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13PUBLICLY TRADED SECURITIES - FB893
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14PUBLICLY TRADED SECURITIES - FB894
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15PUBLICLY TRADED SECURITIES - SCHWAB 1475
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16PUBLICLY TRADED SECURITIES - SCHWAB 1475
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17PUBLICLY TRADED SECURITIES - THORNBURG
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18PUBLICLY TRADED SECURITIES - THORNBURG
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19PUBLICLY TRADED SECURITIES - SCHWAB 0473
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20PUBLICLY TRADED SECURITIES - SCHWAB 0473
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02724560
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-22983
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt045427993
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt045450976
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt045427993
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02951149
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02951149
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02951149
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02988029
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt036880
IRS990PF/DistributableAmountGrp/TotalTaxAmt036880
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt030000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt039363
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt046243
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt036880
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt039363
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt036880
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt036880
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt076243
IRS990PF/FMVAssetsEOYAmt061362983
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt03285
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt04
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt04
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt04
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt04
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt045450976
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt045427993
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt083951
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0179395
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0179397
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt045343289
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt045212934
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt060552423
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt01
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt0604137
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt027016
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt035659
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt027022
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt045454261
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt045427993
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt061362983
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt03285
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt045454261
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt045427993
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt045450976
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt045427993
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt060670635
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt077936
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt059988562
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0910060
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0604137
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02988029
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt059760575
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt060670635
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0LUTHER KING CAPITAL MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1SOUTH TEXAS MONEY MANAGEMENT LTD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0133452
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1155467
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT MGT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1INVESTMENT MGT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0301 COMMERCE STREET SUITE 1600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1100 W OLMOS DRIVE SUITE 101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0FORT WORTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1SAN ANTONIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd076102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd178212
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt043000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt140000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt240000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0STEPHEN J KLEBERG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DR DUANE M LEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2CHRIS KLEBERG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 1555
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11604 WINDSWEPT ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt24729 ROSINANTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0KINGSVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1GARDENDALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2EL PASO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd078363
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd179758
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd279922
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt02680740
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt02717620
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt02718709
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt03055125
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt02640339
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt02244849
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt02252614
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.044858
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.04314
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.04623
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.04604
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.04330
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.04558
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt036880
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt059760575
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt063015272
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt066081473
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt057352037
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt051846404
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt049422634
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt03672163
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.224291
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt03635283
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt03672163
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt036880
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt03672163
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$45,427,993
Liabilities
$0
Net assets
$45,427,993
Revenue
$4,153,993
Expenses
$4,176,976
Net income
-$22,983
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
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