Joan and Herb Kelleher Charitable Foundation
Joan and Herb Kelleher Charitable Foundation is a private foundation, based in San Antonio, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $85.9M in total assets. In 2025, it awarded 1 grant totaling $3.2M. Net investment income was $2.6M.
Joan and Herb Kelleher Charitable Foundation at a glance
In short: Joan and Herb Kelleher Charitable Foundation gave $3.2M across 1 grant in 2025 (avg $3.2M), mostly in Texas. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $3,159,000
- +0.3% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $3,159,000
- +0.3% vs 2024
- Median grant
- $3,159,000
- Total assets
- $85,929,520
- +3.8% vs 2024
- Primary geography
- Texas (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Joan and Herb Kelleher Charitable Foundation funds
How this funder distributes its grants
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $1–5M range: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Joan and Herb Kelleher Charitable Foundation gives
- Giving grew 55% from 2022 to 2025. Method
- In 2025 it paid out 79% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $1.5M (2020) to $3.2M (2025). In 2025 it made 1 grant totaling $3.2M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| See Attached Schedule 24 San Antonio, TX | See Attached Schedule 24 | $3,159,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $85,929,520 | $3,262,868 | $3,960,186 | $3,159,000 | 1 | $3,258,271 | $2,613,396 | $4,108,510 |
| 2024 | $82,754,398 | $6,811,363 | $3,892,376 | $3,148,000 | 1 | $3,234,390 | $3,327,082 | $3,955,876 |
| 2023 | $77,171,989 | $2,134,021 | $3,002,817 | $2,329,500 | 1 | $2,411,302 | $1,542,506 | $3,503,266 |
| 2022 | $68,408,972 | $51,671,563 | $2,729,779 | $2,040,500 | 1 | $2,101,568 | $1,809,923 | $3,414,754 |
| 2021 | $36,572,444 | $4,251,117 | $1,979,548 | $1,547,000 | 1 | $1,611,450 | $3,943,019 | $1,555,421 |
| 2020 | $26,755,830 | $1,773,466 | $1,844,785 | $1,525,500 | 1 | — | $1,538,313 | $1,528,022 |
Under IRS private-foundation payout rules, Joan and Herb Kelleher Charitable Foundation reported a distributable amount of $4.1M for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Joan and Herb Kelleher Charitable Foundation's 2025 filing lists 3 officers; all 3 officers listed in 2025 are compensated.
Officers on the 2025 filing
David N Kelleher
Co-Trustee
Trustee → Co-Trustee, 2022
On filings since 2020
$25K (2020) → $40K (2025)
J Michael Kelleher
Co-Trustee
Trustee → Co-Trustee, 2022
On filings since 2020
$25K (2020) → $40K (2025)
Ruth K Agather
Co-Trustee
Trustee → Co-Trustee, 2022
On filings since 2020
$25K (2020) → $40K (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $40K, to J Michael Kelleher (Co-Trustee). 3 officers or directors reported compensation on that filing.
Frequently asked questions about Joan and Herb Kelleher Charitable Foundation
How much does Joan and Herb Kelleher Charitable Foundation give each year?
Joan and Herb Kelleher Charitable Foundation gave $3.2M across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $3.1M across 1 grant.
How large is Joan and Herb Kelleher Charitable Foundation?
Joan and Herb Kelleher Charitable Foundation reported $85.9M in total assets on its 2025 IRS Form 990-PF. It paid out $3.3M in qualifying distributions that year, against a required minimum of $4.1M (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Joan and Herb Kelleher Charitable Foundation operate?
Joan and Herb Kelleher Charitable Foundation has awarded grants in Texas.
What is Joan and Herb Kelleher Charitable Foundation's EIN?
Joan and Herb Kelleher Charitable Foundation's EIN (Employer Identification Number) is 74-2833381. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 3, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS October 26, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS August 30, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS June 5, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 8, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
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Figures come from Joan and Herb Kelleher Charitable Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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