The Ina Calkins Trust is a private foundation established in 2000, based in Dallas, Texas. It operates as an independent grantmaking foundation with a focus on supporting education, health, and human services initiatives, particularly benefiting adults and older adults.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$5.5M
+5.9% YoY
Annual Giving
$305K
-7.6% YoY
Grant Count
21
-4.5% YoY
Avg Grant Size
$15K
-3.3% YoY
Mission & Focus Areas
The trust's stated purpose is to benefit the citizens of Kansas City, Missouri, in the areas of education and medical and welfare assistance.
Primary funding focus areas include:
- Education
- Higher education
- Health
- Human services
- Substance use and addiction support
- Senior empowerment
- Family support services
- Supportive housing
Grantmaking
The trust is open to new applicants. Contact information is available through their website at www.calkinsboard.org or by phone at 888-866-3275.
Grant Range
$7,000–$70,000
Average Grant
approximately $14,000–$15,000
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Geographic Focus
Where this funder awards grants
The trust primarily funds initiatives in:
- Kansas
- Missouri
- Specific focus on Kansas City, Missouri area
- Additional service areas include Garden City, Kansas and Overland Park
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
As of December 2024:
- Total assets: $5,542,639
- Total revenues: $691,209
- Total expenses: $380,422
- Number of employees: 1
Revenue Breakdown (2024):
- Investment income and dividends: $173,471
- Net gain from sale of non-inventory assets: $517,738
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $5,542,639 | $5,232,071 | $5,320,613 |
| Revenue | $691,209 | $304,316 | $251,482 |
| Expenses | $380,422 | $392,992 | $435,627 |
| Qualifying Distributions | $331,913 | $354,479 | $390,538 |
| Net Investment Income | $647,040 | $266,411 | $212,838 |
| Distributable Amount | $380,505 | $344,734 | $353,127 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
119 grants across all recorded years
Open Grants
1 open opportunity from Ina Calkins Trust
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
Board Members:
- Betsey Hughes, Chair
- Kirstin Pace Salzman, Secretary
- W. Hunter Wolbach, Treasurer
- Derald Davis
- Lewis D. Gregory
- Michael C. Kirk
- Linda B. Lyon
- Maureen Mahoney
- Jeffery L. Primos
- Stephenie K. Smith
Trustee: Bank of America serves as trustee and receives compensation of $58,805 for trustee services.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $66,032 |
| LINDA B LYON - CO BOA | PRESIDENT | 1 | — |
| BETSY R HUGHES - CO BOA | SECRETARY | 1 | — |
| STEPHENIE SMITH - CO BOA | BOARD MEMBER | 1 | — |
| DERALD DAVIS - CO BOA | BOARD MEMBER | 1 | — |
| LISA JONES SCHELLHORN - CO BOA | BOARD MEMBER | 1 | — |
| LEWIS GREGORY - CO BOA | BOARD MEMBER | 1 | — |
| MICHAEL C KIRK - CO BOA | BOARD MEMBER | 1 | — |
| HUNTER WOLBACH - CO BOA | BOARD MEMBER | 1 | — |
| JEFF PRIMOS - CO BOA | BOARD MEMBER | 1 | — |
| KIRSTIN S PACE - CO BOA | BOARD MEMBER | 1 | — |
Recent News & Activity
Recent developments and announcements
Benilde Hall received a $10,000 grant from the Ina Calkins Charitable Trust, with Bank of America, N.A., serving as trustee.
Benilde Hall Receives $10,000 Grant from the Ina Calkins Charitable Trust,Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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