Kelly Field Heritage Foundation Inc
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.
Kelly Field Heritage Foundation Inc at a glance
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.
- Annual giving (2025)
- $164,430
- -52.8% vs 2024
- Grants made (2025)
- 1
- -66.7% vs 2024
- Average grant
- $164,430
- +41.6% vs 2024
- Median grant
- $164,430
- Total assets
- $7,661,388
- -5.4% 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 October 2026.
Who Kelly Field Heritage Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was WEX Foundation ($164K).
Grant Size Distribution
8 grants across all recorded years
The most common grant size was in the $100–250K range: 6 grants of 8 (75%).
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 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $47K (2021) to $1.1M (2020). In 2025 it made 1 grant totaling $164K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| WEX Foundation San Antonio, TX | 2025-2026 Lunar Caves Analog Test Sites Educational Program | $164,430 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Distributable Amount |
|---|---|---|---|---|---|---|---|
| 2025 | $7,661,388 | $236,515 | $856,736 | $164,430 | 1 | $348,945 | $13,547 |
| 2024 | $8,101,609 | $322,950 | $1,040,385 | $348,394 | 3 | $532,594 | $10,492 |
| 2023 | $8,639,044 | $432,500 | $1,127,171 | $465,600 | 3 | $619,380 | $12,435 |
| 2022 | $9,179,935 | $176,600 | $712,281 | — | — | $204,490 | $3,414 |
| 2021 | $9,511,804 | $1,855,896 | $848,805 | $46,710 | 1 | $214,570 | $14 |
| 2020 | $10,105,760 | $1,130,590 | $1,171,210 | $1,130,590 | 1 | — | $88 |
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.
Leadership & Key People
Officers and directors from IRS filings
Kelly Field Heritage Foundation Inc is led by Jim Perschbach, President on every filing since 2023; none of the 17 officers listed in 2025 report compensation.
Officers on the 2025 filing
Jim Perschbach
President
On filings since 2023
0.1 hrs/week
No compensation reported
Bill Mock
Director
Treasurer → Director, 2023
On filings since 2020
0.1 hrs/week
No compensation reported
Bradley Carson
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
On filings since 2022
0.1 hrs/week
No compensation reported
Debra Guerrero
Director
On filings since 2023
0.1 hrs/week
No compensation reported
Mikael Clayton
Director
Vice President → Director, 2025
On filings since 2023
0.1 hrs/week
No compensation reported
Olivia Travieso
Director
On filings since 2023
0.1 hrs/week
No compensation reported
Shantel Wilkins
Director
On filings since 2023
0.1 hrs/week
No compensation reported
Elida Smith
Director
On filings since 2024
0.1 hrs/week
No compensation reported
Gabe Farias
Director
On filings since 2024
0.1 hrs/week
No compensation reported
Amanda Keammerer
Director
New on the 2025 filing
0.1 hrs/week
No compensation reported
Fernanda Cardenas
Director
New on the 2025 filing
0.1 hrs/week
No compensation reported
Warren Helm
Director
New on the 2025 filing
0.1 hrs/week
No compensation reported
Margaret Wilson-Anaglia
Treasurer
Secretary → Director, 2024
Director → Treasurer, 2025
On filings since 2020
0.1 hrs/week
No compensation reported
Jamie Kowalski
Secretary
On filings since 2023
0.1 hrs/week
No compensation reported
Tyler Schroeder
Vice President
Director → Vice President, 2025
On filings since 2023
0.1 hrs/week
No compensation reported
Former officers (8)
- Former: Alberto Altamirano (2021–2024) — Director
- Former: Margaret Wilson Anaglia (2023) — Director
- Former: Alex Nava (2020–2022) — Vice Chair
- Former: Chris Alderete (2020–2022) — Chair
- Former: Dan F. Weingart (2021–2022) — Director
- Former: Marilu Reyna (2021–2022) — Director
- Former: Minnie Abrego-Sanchez (2021–2022) — Director
- Former: Juan Solis III (2021) — Director
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.
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 October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS June 8, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 3, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS March 23, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 13, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 24, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 24, 2026)
- IRS filings on file for fiscal years 2020–2025
Live grants for the work Kelly Field Heritage Foundation Inc funds
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Figures come from Kelly Field Heritage Foundation Inc'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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