John R & Greli N Less Charitable Trust
- Assets
- $129.9m
- Revenue
- $19.5m
- Investments
- $93.8m
- Employees
- 0
- Location
- San Antonio, TX
- Founding
- Data as of
- 12/2023
- EIN
- 86-2643196
Organization Overview
John R & Greli N Less Charitable Trust is located in San Antonio, TX. According to its NTEE Classification (T99) the organization is classified as: Philanthropy, Voluntarism & Grantmaking Foundations N.E.C., under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. John R & Greli N Less Charitable Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, John R & Greli N Less Charitable Trust generated $19.5m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 3 years, the organization has seen revenues fall by an average of (45.5%) each year. All expenses for the organization totaled $6.6m during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2021, John R & Greli N Less Charitable Trust has awarded 86 individual grants totaling $10,655,885. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Frost Bank Co-Trustee | 2 | $718,585 | |
James Drought Co-Trustee | 3 | $358,156 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $130,000 |
| Interest on Savings | $2,096,951 |
| Dividends & Interest | $1,956,003 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $14,683,141 |
| Capital Gain Net Income | $14,683,141 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $588,845 |
| Total Revenue | $19,454,940 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $1,076,741 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $260,287 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $164,919 |
| Total operating and administrative expenses | $1,556,706 |
| Contributions, gifts, grants paid | $5,037,094 |
| Total expenses and disbursements | $6,593,800 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $36,052,602 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $52,248,522 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $129,876,157 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, John R & Greli N Less Charitable Trust has awarded $5,037,094 in support to 44 organizations.
| Grant Recipient | Amount |
|---|---|
SAN ANTONIO ZOOLOGICAL SOCIETY PURPOSE: CHARITABLE GRANT | $200,000 |
SOUTH TEXAS BLOOD & TISSUE CENTER PURPOSE: CHARITABLE GRANT | $100,000 |
OUR LADY OF THE LAKE UNIVERSITY PURPOSE: CHARITABLE GRANT | $100,000 |
THE WITTE MUSEUM PURPOSE: CHARITABLE GRANT | $200,000 |
MEALS ON WHEELS SAN ANTONIO PURPOSE: CHARITABLE GRANT | $200,000 |
BRIGHTON CENTER PURPOSE: CHARITABLE GRANT | $100,000 |