Private Foundation

KATHLEEN CAILLOUX FAMILY FOUNDATION HAPPY STATE BANK & TRUST TRUSTEE

KATHLEEN CAILLOUX FAMILY FOUNDATION HAPPY STATE BANK & TRUST TRUSTEE is a private foundation categorized as Private Foundation based in KERRVILLE, TX. Its most recent IRS filing (2025) reports revenue of $1.1M, expenses of $1.1M, total assets of $13.6M. Imperigo tracks 98 reported grants from this foundation totaling approximately $8.6M.

EIN: 742857513 KERRVILLE, TX Private Grantmaking Foundations NTEE: T20 Latest filing: 2025
Total Revenue$1.1M
Total Expenses$1.1M
Total Assets$13.6M
Grants Given98
Grant Total$8.6M
Filing Years2021–2025

Sample Grants Given

SCHREINER UNIVERSITY
KERRVILLE, TX · 2025
TO HELP FUND THE INSTITUTION'S FISCAL NEEDS
$383,935
UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER
AUSTIN, TX · 2025
TO HELP FUND THE INSTITUTION'S FISCAL NEEDS
$191,968
SHRINERS HOSPITALS FOR CHILDREN
TAMPA, FL · 2025
TO HELP FUND THE ORGANIZATION'S EXEMPT PURPOSE
$191,968
SAINT MICHAEL'S CATHOLIC PREPARTORY SCHOOL
AUSTIN, TX · 2025
TO SUPPORT ORGANIZATION
$76,787
INTERFAITH MINISTRIES FOR GREATER HOUSTON
HOUSTON, TX · 2025
TO SUPPORT ORGANIZATION
$20,000

Showing up to 5 of 98 total records — full history available with membership.

Officers & Directors

TRUSTEE Happy State Bank Trust
TRUSTEE Marc H Schneider
TRUSTEE Paula L Heileman
TRUSTEE Robert S Andresakis
TRUSTEE Summer Andresakis
TRUSTEE Texferd Blackie Heileman

Officer compensation and complete director data available with membership.

Top Grant Purposes

TO HELP FUND THE INSTITUTION'S FISCAL NEEDS
$5,850,830 24 grants
TO HELP FUND THE ORGANIZATION'S EXEMPT PURPOSE
$1,974,233 18 grants
TO SUPPORT ORGANIZATION
$586,011 40 grants
TO SUPPORT SANTA FE ISD STUDENTS
$55,120 1 grant
TO SUPPORT SENIOR CITIZEN CENTER
$34,000 3 grants

Financial Trends

Year Revenue Expenses Assets
2025 $1.1M $1.1M $13.6M
2024 $1.2M $1.1M $13.6M
2023 $946K $1.1M $13.5M
2022 $1.4M $1.4M $13.7M
2021 $499K $1.1M $13.7M

Between 2021 and 2025, reported annual revenue grew from $499K to $1.1M (+113%), with total assets most recently reported at $13.6M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in CO, FL, TX.

COFLTX

Full geographic grant map with state-by-state breakdown available with membership.

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