Kelly Field Heritage Foundation Inc

Private foundation · Grantmaker San Antonio, TX EIN: 74-2883961

Kelly Field Heritage Foundation Inc is a private foundation, based in San Antonio, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $7.7M in total assets. In 2025, it awarded 1 grant totaling $164K.

Key facts about Kelly Field Heritage Foundation Inc

In short: Kelly Field Heritage Foundation Inc gave $164K across 1 grant in 2025 (avg $164K), mostly in Texas. Source: 2025 IRS Form 990-PF.

EIN
74-2883961
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$164,430
Grants made (2025)
1
Average grant
$164,430
Median grant
$164,430
Total assets
$7,661,388
Primary geography
Texas (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$7.7M

-5.4% YoY

Annual Giving

$164K

-52.8% YoY

Grant Count

1

-66.7% YoY

Avg Grant Size

$164K

+41.6% YoY

Under IRS private-foundation payout rules, Kelly Field Heritage Foundation Inc reported a distributable amount of $14K for 2025 — the minimum it must pay out in qualifying distributions.

How Kelly Field Heritage Foundation Inc gives

  • In 2025 it paid out well above its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

States

Cities

San Antonio

Giving Over Time

Total grant dollars and number of grants per year

$0$500K$1M$1.5M1 grant2020 1 grant2021 0 grants2022 3 grants2023 3 grants2024 1 grant2025

From 2020 to 2025, annual grant giving ranged from $47K (2021) to $1.1M (2020). In 2025 it made 1 grant totaling $164K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

WEX Foundation: $164KWEX Foundation$164K

The largest 2025 recipient was WEX Foundation ($164K).

Grant Size Distribution

8 grants across all recorded years

2<$50K$50–100K6$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $100–250K range: 6 grants of 8 (75%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
WEX Foundation San Antonio, TX2025-2026 Lunar Caves Analog Test Sites Educational Program$164,430

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
$0$1M$2M$3M2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$7,661,388$8,101,609$8,639,044
Revenue$236,515$322,950$432,500
Expenses$856,736$1,040,385$1,127,171
Qualifying Distributions$348,945$532,594$619,380
Distributable Amount$13,547$10,492$12,435

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS June 8, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 3, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS March 23, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 13, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS March 24, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS February 24, 2026)
  7. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Officers and directors from IRS filings

Kelly Field Heritage Foundation Inc is led by Chris Alderete, Chair on every filing since 2020; none of the 11 officers listed in 2022 report compensation.

Officers on the 2022 filing

The latest filing that lists officers: our copy of the 2023–2025 filings list none.

  • Chris Alderete

    Chair

    On filings since 2020

    0.1 hrs/week

    No compensation reported

  • Alberto Altamirano

    Director

    On filings since 2021

    0.1 hrs/week

    No compensation reported

  • Bradley Carson

    Director

    On filings since 2021

    0.1 hrs/week

    No compensation reported

  • Dan F. Weingart

    Director

    On filings since 2021

    0.1 hrs/week

    No compensation reported

  • Marilu Reyna

    Director

    On filings since 2021

    0.1 hrs/week

    No compensation reported

  • Minnie Abrego-Sanchez

    Director

    On filings since 2021

    0.1 hrs/week

    No compensation reported

  • Victoria Garcia

    Director

    On filings since 2021

    0.1 hrs/week

    No compensation reported

  • Andy Castillo

    Director

    New on the 2022 filing

    0.1 hrs/week

    No compensation reported

  • Alex Nava

    Vice Chair

    On filings since 2020

    0.1 hrs/week

    No compensation reported

  • Bill Mock

    Treasurer

    On filings since 2020

    0.1 hrs/week

    No compensation reported

  • Margaret Wilson-Anaglia

    Secretary

    On filings since 2020

    0.1 hrs/week

    No compensation reported

Former officers (1)
  • Former: Juan Solis III (2021) — Director

Data from IRS Form 990 filings, 2020–2022. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Kelly Field Heritage Foundation Inc

How much does Kelly Field Heritage Foundation Inc give each year?

Kelly Field Heritage Foundation Inc gave $164K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $348K across 3 grants.

How large is Kelly Field Heritage Foundation Inc?

Kelly Field Heritage Foundation Inc reported $7.7M in total assets on its 2025 IRS Form 990-PF. It paid out $349K in qualifying distributions that year, against a required minimum of $14K (roughly 5% of its investment assets).

Where does Kelly Field Heritage Foundation Inc operate?

Kelly Field Heritage Foundation Inc has awarded grants in Texas.

What is Kelly Field Heritage Foundation Inc's EIN?

Kelly Field Heritage Foundation Inc's EIN (Employer Identification Number) is 74-2883961. 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.

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