Nonprofit · EIN 74-2883961
KELLY HERITAGE FOUNDATION INC
Tax-exempt · SAN ANTONIO, TX 78226
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $236,515 | $856,736 | -$620,221 | $7,661,388 | $9,262,637 | -$1,601,249 |
| December 31, 2024 | 990-PF | $322,950 | $1,040,385 | -$717,435 | $8,101,609 | $9,082,637 | -$981,028 |
| December 31, 2023 | 990-PF | $432,500 | $1,127,171 | -$694,671 | $8,639,044 | $8,902,637 | -$263,593 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $236,515
Expenses
- Grants and similar amounts paid
- $164,430
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $348,945
Balance sheet and other
- Total assets, start of year
- $8,101,609
- Total assets, end of year
- $7,661,388
- Total liabilities, end of year
- $9,262,637
- Net assets, end of year
- -$1,601,249
- Fair market value of assets
- $7,661,388
- Qualifying distributions
- $348,945
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARGARET WILSON-ANAGLIA 907 BILLY MITCHELL BLVD, SAN ANTONIO, TX 78226 | TREASURER | 0.1 | $0 |
| OLIVIA TRAVIESO 907 BILLY MITCHELL BLVD, SAN ANTONIO, TX 78226 | DIRECTOR | 0.1 | $0 |
| SHANTEL WILKINS 907 BILLY MITCHELL BLVD, SAN ANTONIO, TX 78226 | DIRECTOR | 0.1 | $0 |
| TYLER SCHROEDER 907 BILLY MITCHELL BLVD, SAN ANTONIO, TX 78226 | VICE-PRESIDENT | 0.1 | $0 |
| VICTORIA GARCIA 907 BILLY MITCHELL BLVD, SAN ANTONIO, TX 78226 | DIRECTOR | 0.1 | $0 |
| JAMIE KOWALSKI 907 BILLY MITCHELL BLVD, SAN ANTONIO, TX 78226 | SECRETARY | 0.1 | $0 |
| JIM PERSCHBACH 907 BILLY MITCHELL BLVD, SAN ANTONIO, TX 78226 | PRESIDENT | 0.1 | $0 |
| ANDY CASTILLO 907 BILLY MITCHELL BLVD, SAN ANTONIO, TX 78226 | DIRECTOR | 0.1 | $0 |
| BILL MOCK 907 BILLY MITCHELL BLVD, SAN ANTONIO, TX 78226 | DIRECTOR | 0.1 | $0 |
| FERNANDA CARDENAS 907 BILLY MITCHELL BLVD, SAN ANTONIO, TX 78226 | DIRECTOR | 0.1 | $0 |
| AMANDA KEAMMERER 907 BILLY MITCHELL BLVD, SAN ANTONIO, TX 78226 | DIRECTOR | 0.1 | $0 |
| ELIDA SMITH 907 BILLY MITCHELL BLVD, SAN ANTONIO, TX 78226 | DIRECTOR | 0.1 | $0 |
| WARREN HELM 907 BILLY MITCHELL BLVD, SAN ANTONIO, TX 78226 | DIRECTOR | 0.1 | $0 |
| GABE FARIAS 907 BILLY MITCHELL BLVD, SAN ANTONIO, TX 78226 | DIRECTOR | 0.1 | $0 |
| BRADLEY CARSON 907 BILLY MITCHELL BLVD, SAN ANTONIO, TX 78226 | DIRECTOR | 0.1 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DEBRA GUERRERO 907 BILLY MITCHELL BLVD, SAN ANTONIO, TX 78226 | DIRECTOR | 0.1 | $0 |
| MIKAEL CLAYTON 907 BILLY MITCHELL BLVD, SAN ANTONIO, TX 78226 | DIRECTOR | 0.1 | $0 |
990-PF for the year ended December 31, 2024: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jim Perschbach 907 Billy Mitchell Blvd, San Antonio, TX 78226 | President | 0.1 | $0 |
| Jamie Kowalski 907 Billy Mitchell Blvd, San Antonio, TX 78226 | Secretary | 0.1 | $0 |
| Mikael Clayton 907 Billy Mitchell Blvd, San Antonio, TX 78226 | Vice-President | 0.1 | $0 |
| Victoria Garcia 907 Billy Mitchell Blvd, San Antonio, TX 78226 | Director | 0.1 | $0 |
| Tyler Schroeder 907 Billy Mitchell Blvd, San Antonio, TX 78226 | Director | 0.1 | $0 |
| Olivia Travieso 907 Billy Mitchell Blvd, San Antonio, TX 78226 | Director | 0.1 | $0 |
| Shantel Wilkins 907 Billy Mitchell Blvd, San Antonio, TX 78226 | Director | 0.1 | $0 |
| Alberto Altamirano 907 Billy Mitchell Blvd, San Antonio, TX 78226 | Director | 0.1 | $0 |
| Andy Castillo 907 Billy Mitchell Blvd, San Antonio, TX 78226 | Director | 0.1 | $0 |
| Bill Mock 907 Billy Mitchell Blvd, San Antonio, TX 78226 | Director | 0.1 | $0 |
| Bradley Carson 907 Billy Mitchell Blvd, San Antonio, TX 78226 | Director | 0.1 | $0 |
| Debra Guerrero 907 Billy Mitchell Blvd, San Antonio, TX 78226 | Director | 0.1 | $0 |
| Margaret Wilson-Anaglia 907 Billy Mitchell Blvd, San Antonio, TX 78226 | Director | 0.1 | $0 |
| Gabe Farias 907 BILLY MITCHELL BLVD, SAN ANTONIO, TX 78226 | DIRECTOR | 0.1 | $0 |
| Elida Smith 907 BILLY MITCHELL BLVD, SAN ANTONIO, TX 78226 | DIRECTOR | 0.1 | $0 |
990-PF for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jim Perschbach 907 Billy Mitchell Blvd, San Antonio, TX 78226 | President | 0.1 | $0 |
| Jamie Kowalski 907 Billy Mitchell Blvd, San Antonio, TX 78226 | Secretary | 0.1 | $0 |
| Mikael Clayton 907 Billy Mitchell Blvd, San Antonio, TX 78226 | Vice-President | 0.1 | $0 |
| Alberto Altamirano 907 Billy Mitchell Blvd, San Antonio, TX 78226 | Director | 0.1 | $0 |
| Bradley Carson 907 Billy Mitchell Blvd, San Antonio, TX 78226 | Director | 0.1 | $0 |
| Andy Castillo 907 Billy Mitchell Blvd, San Antonio, TX 78226 | Director | 0.1 | $0 |
| Victoria Garcia 907 Billy Mitchell Blvd, San Antonio, TX 78226 | Director | 0.1 | $0 |
| Debra Guerrero 907 Billy Mitchell Blvd, San Antonio, TX 78226 | Director | 0.1 | $0 |
| Bill Mock 907 Billy Mitchell Blvd, San Antonio, TX 78226 | Director | 0.1 | $0 |
| Tyler Schroeder 907 Billy Mitchell Blvd, San Antonio, TX 78226 | Director | 0.1 | $0 |
| Olivia Travieso 907 Billy Mitchell Blvd, San Antonio, TX 78226 | Director | 0.1 | $0 |
| Shantel Wilkins 907 Billy Mitchell Blvd, San Antonio, TX 78226 | Director | 0.1 | $0 |
| Margaret Wilson Anaglia 907 Billy Mitchell Blvd, San Antonio, TX 78226 | Director | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- 907 BILLY MITCHELL BLVD, SAN ANTONIO, TX 78226-1978
- In care of
- % TERESA ALEXANDER
- Signed the 990-PF
- JIM PERSCHBACH, CEO
- Phone
- (210) 362-7834
- Return prepared by
- Forvis Mazars LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 74-2883961
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1998
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70)
- Assets (IRS master file)
- $7,661,388
- Income (IRS master file)
- $236,515
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $236,515 | $856,736 | $7,661,388 | XML |
| 990-PF | December 2024 | $322,950 | $1,040,385 | $8,101,609 | XML |
| 990-PF | December 2023 | $432,500 | $1,127,171 | $8,639,044 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 74-2883961).
Questions about KELLY HERITAGE FOUNDATION INC
- What is the EIN of KELLY HERITAGE FOUNDATION INC?
- The employer identification number (EIN) of KELLY HERITAGE FOUNDATION INC is 74-2883961.
- Is KELLY HERITAGE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to KELLY HERITAGE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does KELLY HERITAGE FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of KELLY HERITAGE FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did KELLY HERITAGE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of KELLY HERITAGE FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 17 people; 0 received compensation from the organization.
- How much revenue does KELLY HERITAGE FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $236,515, expenses of $856,736 and total assets of $7,661,388 at year end.
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