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· Private foundation

Kathleen Cailloux Family Foundation Happy State Bank & Trust Trustee

Its FY2025 filing reports that it accepted unsolicited grant applications.

$918k
Granted FY2025still arriving
12
Grants FY2025still arriving
2
States reached
$384k
Largest
01What it funds
0199% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Education$6.1MHealth$2.0MHuman Services$143kRecreation & Sports$115kReligion$111kPublic Safety & Disaster$55kYouth Development$45kAnimals$20kOther$0
02FY2025 · 12 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k4 grants · $13k
  • $10k–50k4 grants · $60k
  • $50k–250k3 grants · $461k
  • $250k+1 grant · $384k
$15,000
Median grant
2
States reached
$14M
Total assets
Largest grants
RecipientAmount
SCHREINER UNIVERSITY$383,935
UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER$191,968
SHRINERS HOSPITALS FOR CHILDREN$191,968
SAINT MICHAEL'S CATHOLIC PREPARTORY SCHOOL$76,787
INTERFAITH MINISTRIES FOR GREATER HOUSTON$20,000
GRACE CHURCH$15,000
BACKPACK BUDDY - SANTA FE TEXAS$15,000
APM OUTREACH INC (ANCHOR POINT GRANT)$10,000
COMMUNITIES IN SCHOOL BAY AREA INC$5,000
Individual grant recipient$3,000
HIGHER UP TEXAS$2,500
SANCTUARY FOSTER CARE SERVICES$2,500
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY19–25, $78k) land where the poverty rate runs at 14%, against an area that typically sits at 12%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 12%APM OUTREACH INC (ANCHOR POINT GRANT): $20k → 14%APM OUTREACH INC (ANCHOR POINT GRANT): $15k → 14%APM OUTREACH INC (ANCHOR POINT GRANT): $10k → 14%APM OUTREACH INC (ANCHOR POINT GRANT): $10k → 14%APM OUTREACH INC (ANCHOR POINT GRANT): $10k → 14%SANCTUARY FOSTER CARE SERVICES: $3k → 16%ANCHOR POINT: $10k → 16%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

93%of every dollar goes to organizations it has funded before.
$8.0M · 17 repeat orgs$559k to everyone else

Grantees it renews have grown median revenue +46% since the first grant, against +18% for those funded once.

17 repeat relationships: 7 still active in FY2025, 10 since wound down; 5 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

17
17

Total granted

$8.0M
$265k

Median revenue growth · since first grant

+46%
+18%

Still filing today

59%
35%

New vs renewed · share of each year

In FY2025, 68% of grant dollars renewed an existing relationship; $294k went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24’25
EducationHuman ServicesHealthArts & CultureYouth DevelopmentPublic Safety & DisasterOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • SU
    Schreiner University
    9× · 2017–2025 · $3.6M · revenue +73%
  • SHRINERS HOSPITALS FOR CHILDREN
    9× · 2017–2025 · $1.8M · revenue +120%
  • GC
    GALVESTON COUNTY FAIR & RODEO INC
    4× · 2020–2023 · $110k · revenue +371%

Funded once

  • SF
    SANTA FE TX EDUCATION FOUNDATION
    one grant, 2019 · $55k
  • SF
    SANTA FE FIRE & RESCUE INC
    one grant, 2024 · $35k · revenue 0%
  • SA
    SOUTHWEST AUSTIN CATHOLIC SCHOOL
    one grant, 2022 · $33k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Southwest Winners Foundation Inc

The mission of Southwest Winners Foundation is to provide an adaptive and effective learning environment that prepares students for success in the workplace and/or college.

Education
2
Sunny Glen Children's Home Inc

Sunny Glen Childrens Home, Inc. cares for children in need. Our care will be competent, compassionate and professional. We will help every child achieve their greatest potential-physically, emotionally, spiritually and academically.

Human Services
3
Santa Fe Indian School

Provide educational and residential opportunities for native american children in grades 7-12.

Education
4
Riverwalk Education Foundation Inc

Our mission drives academic and socio-emotional development (see Schedule O) through a rigorous college preparatory, STEM-based learning model. The model is anchored on 21st century skills, embraced by a character-building approach, and…

Education
5
Farmersville Education Foundation Inc
—
6
Healthy Families San Angelo

To enhance the ability of families to protect, nuture, and educate their children in the first five years of life and enable them to enter school ready to learn.

—
7
San Antonio Foundation for Excellence in Education Inc

To mobilize the community to invest in student and teacher success.

Philanthropy
8
Santa Fe Alliance for Science

The Santa Fe Alliance for Science works with the Santa Fe Public Schools to advance science, technology, engineering, and mathematics (STEM) education opportunities among students and science teachers. Volunteer scientists, former science…

Education
9
Sanger Education Foundation Inc

Supplemental Support of Sanger Independent School District.

Education
10
Futuro San Antonio

Futuro San Antonio mobilizes families to organize and advocate for education equity by engaging voters, building organizing capacity, and endorsing educational champions. See Schedule O

Public Benefit
11
Communities in Schools of San Antonio

To surround students with a community of support, empowering them to stay in school and achieve in life.

Education
12
Greater Texas Foundation
Education
How this is measured
The grantee most central to the portfolio’s shape is Galveston County Fair & Rodeo Inc; the most unlike its peers is Second Chance Pets. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

18 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 18 of the 39 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
4
Early backer (in before they grew)
18/18
Grantees still filing
12/18
Grew since first funded

Where the money sits, by cause and then by grantee

Schreiner University: $3,635,445 · EducationSchreiner University+5 more: $194,577 · EducationUNIVERSITY TEXAS SYSTEM: $1,625,755 · OtherUNIVERSITY TEXAS SYSTEMSAINT GABRIELS CATHOLIC SCHOOL: $397,662 · OtherSAINT GABRIELS CATHOLIC SCHOOLUNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER: $191,968 · OtherUNIVERSITY OF TEXAS MD ANDERSON CANCE…GALVESTON COUNTY FAIR & RODEO INC: $110,000 · Other+22 more: $489,385 · Other+22 moreSHRINERS HOSPITALS FOR CHILDREN: $1,817,733 · HealthSHRINERS HOSPITALS FOR …APM Outreach Inc Anchor Point: $75,000 · Human Services+1 more: $2,500 · Human ServicesSANTA FE FIRE & RESCUE INC: $35,169 · Public Safety & DisasterHIGHER UP TEXAS INC: $10,000 · Youth DevelopmentSANTA FE AREA HISTORICAL FOUNDATION INC: $10,000 · Arts & CultureSECOND CHANCE PETS: $5,000 · Animals
Education$3,830,022Other$2,814,770Health$1,817,733Human Services$77,500Public Safety & Disaster$35,169Youth Development$10,000Arts & Culture$10,000Animals$5,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetSchreiner University: $3,635,445 over 9y, 1.1% of budgetSHRINERS HOSPITALS FOR CHILDREN: $1,817,733 over 9y, 0.0% of budgetGALVESTON COUNTY FAIR & RODEO INC: $110,000 over 4y, 3.5% of budgetSmart Family Literacy Inc: $77,500 over 4y, 6.6% of budgetAPM Outreach Inc Anchor Point: $75,000 over 6y, 2.2% of budgetSanta Fe Texas Education Foundation Inc: $53,000 over 2y, 8.4% of budgetSANTA FE FIRE & RESCUE INC: $35,169 over 1y, 1.2% of budgetCOMMUNITIES IN SCHOOLS-BAY AREA INC: $32,500 over 7y, 0.3% of budgetCOLLEGE OF THE MAINLAND FOUNDATION: $26,577 over 2y, 1.1% of budgetInterfaith Ministries for Greater Houston: $20,000 over 1y, 0.0% of budgetSanta Fe Family Service: $17,500 over 2y, 18% of budgetHIGHER UP TEXAS INC: $10,000 over 3y, 2.6% of budgetCOURT APPOINTED SPECIAL ADVOCATES OF TRAVIS COUNTY: $10,000 over 1y, 0.2% of budgetSANTA FE SENIOR CITIZENS COUNCIL: $5,000 over 1y, 8.4% of budgetGALVESTON-HOUSTON FAMILIES EXPLORING DOWN SYNDROME: $5,000 over 1y, 9.3% of budgetSECOND CHANCE PETS: $5,000 over 1y, 5.2% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds Schreiner University ↗
  • Who funds SHRINERS HOSPITALS FOR CHILDREN ↗
  • Who funds GALVESTON COUNTY FAIR & RODEO INC ↗
  • Who funds Smart Family Literacy Inc ↗
  • Who funds APM Outreach Inc Anchor Point ↗
  • Who funds Santa Fe Texas Education Foundation Inc ↗
  • Who funds SANTA FE FIRE & RESCUE INC ↗
  • Who funds COMMUNITIES IN SCHOOLS-BAY AREA INC ↗
  • Who funds COLLEGE OF THE MAINLAND FOUNDATION ↗
  • Who funds Interfaith Ministries for Greater Houston ↗
  • Who funds Santa Fe Family Service ↗
  • Who funds HIGHER UP TEXAS INC ↗
  • Who funds SANTA FE AREA HISTORICAL FOUNDATION INC ↗
  • Who funds COURT APPOINTED SPECIAL ADVOCATES OF TRAVIS COUNTY ↗
  • Who funds SANTA FE SENIOR CITIZENS COUNCIL ↗
  • Who funds GALVESTON-HOUSTON FAMILIES EXPLORING DOWN SYNDROME ↗
  • Who funds SECOND CHANCE PETS ↗
  • Who funds The Sanctuary Foster Care Services ↗

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Shell USA Company FoundationTX15.8× affinity7 shared granteesties to 5 of 5Hover any node to trace its alignments.Compare side by side →

Open a dossier: Shell USA Company Foundation · McDaniel Charitable Foundation · Greater Houston Community Foundation · Albemarle Foundation · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Kathleen Cailloux Family Foundation Happy State Bank & Trust Trustee funds: left to right is the share of its income from government, bottom to top the share from Kathleen Cailloux Family Foundation Happy State Bank & Trust Trustee. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%1%5%11%20%funder's share of their income ↑0%4%8%11%15%share of the org’s income from government →median 0%
  • Shriners Hospitals for Children: 0% of income from government
no gov moneyreceives it· size = income
0get no government money at all
4report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–15%
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.
05Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to Kathleen Cailloux Family Foundation Happy State Bank & Trust Trustee?

Find your warmest path to Kathleen Cailloux Family Foundation Happy State Bank & Trust Trustee through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 39 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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