DFX Intelligence

Allocator Intelligence

Robert J Kleberg Jr and Helen C Kleberg Foundation

Foundation· SAN Antonio, Texas

Foundation, based in SAN Antonio, Texas, reporting $294M in assets.

Composed from this allocator's classification, location and filed figures.

Assets
$294M
Fund commitments
2
Managers
1
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Open searchesPlans backing its top managerSimilar plans, same strategyCommitments (2)Managers
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. No dated change on record yet.

Capital path

who backs this record, through what, into what; each name opens its own path
Robert J Kleberg Jr and Helen C Kleberg Foundation
Funds committed to
Managers

Relationship network

3 connected entities2 observed commitments1 repeat counterpartycommitments 2024

From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.

Robert J Kleberg Jr and Helen C Kleberg Foundation
TX
What stands out
Reading the network
  • Sponsor
  • Fund or vehicle
›How strength and recency are read

Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

Size, funding, policy and commitments, with their basesFoundation · EIN 746044810Show
Foundation
Assets
$294M
Total assets, Dec 31, 2024 reported
Funded
no pension liability
not filed
Private markets target
no policy read
no policy read
Commitments
2
1 manager on Schedule C

Consultants and advisers

No adviser relationship is on the tape for this allocator. Public systems name theirs in the ACFR; plans list them on Schedule C.

People

No investment staff or executives have been read for this allocator yet.

Manager roster

1 manager on the commitment tape
From the plan’s own commitment disclosures

What changed

No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

2 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024ABS CAPITAL PARTNERS VIIABS Cp, Inc.Private equity$370,557 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024ABS CAPITAL PARTNERS VIIIABS Cp, Inc.Private equity$6.0M held2015Disclosed holdingapps.irs.gov

Size and funding

3 readings
Total assets
$294M Dec 31, 2024 reported IRS 990
$243M (2024-12)
Income
$33.0M Dec 31, 2024 reported IRS BMF

Provenance

Identifiers: EIN 746044810
Cross-graph: family office graph (shared ein)
First observed Sep 15, 2026, last observed Sep 16, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.

Not yet on record: private markets allocation target, allocation policy.

Across the graphs

Robert J Kleberg Jr and Helen C Kleberg Foundation is the same institution as 1 record in Family Offices.

Family Offices1

The joined record opens with the product, beside every other relationship on this page.

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Capital chain

Robert J Kleberg Jr and Helen C Kleberg Foundation sits on 1 traced path of capital across the graphs.

Allocator commitments to a manager

DFX traced 1 path of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

1 dated event on the change ledger, latest event first
  • Re up prospect
    2024-03-25

The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

›Connections

every published relationship on the graph

+3 connections on the graph

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.