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 (2024) reports revenue of $1.2M, expenses of $1.1M, total assets of $13.6M. Imperigo tracks 86 reported grants from this foundation totaling approximately $7.7M.

EIN: 742857513 KERRVILLE, TX Latest filing: 2024

Total Revenue$1.2M

Total Expenses$1.1M

Total Assets$13.6M

Grants Given86

Grant Total$7.7M

Filing Years2020–2024

Sample Grants Given

SCHREINER UNIVERSITY

KERRVILLE, TX · 2024

TO HELP FUND THE INSTITUTION'S FISCAL NEEDS

$395,600

UNIVERSITY TEXAS SYSTEM

AUSTIN, TX · 2024

TO HELP FUND THE INSTITUTION'S FISCAL NEEDS

$197,800

SHRINERS HOSPITALS FOR CHILDREN

TAMPA, FL · 2024

TO HELP FUND THE ORGANIZATION'S EXEMPT PURPOSE

$197,800

SAINT GABRIELS CATHOLIC SCHOOL

AUSTIN, TX · 2024

TO HELP FUND THE INSTITUTION'S FISCAL NEEDS

$70,000

SANTE FE FIRE & RESCUE INC

SANTE FE, TX · 2024

TO SUPPORT ORGANIZATION

$35,169

Showing up to 5 of 86 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

$5,274,927 22 grants

TO HELP FUND THE ORGANIZATION'S EXEMPT PURPOSE

$1,782,265 17 grants

TO SUPPORT ORGANIZATION

$441,224 32 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
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
2020	$731K	$1.1M	$14.3M

Between 2020 and 2024, reported annual revenue grew from $731K to $1.2M (+66%), 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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