INA Calkins Trust
The Ina Calkins Trust is a private foundation based in Dallas, Texas, that supports 501(c)(3) nonprofits located in Kansas City, Missouri, and serving its residents. The Ina Calkins Board states that it has assisted people and nonprofit organizations in Kansas City since 1930.
INA Calkins Trust at a glance
In short: INA Calkins Trust gave $385K across 21 grants in 2025 (avg $18K), mostly in Missouri. 19% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $385,000
- +26.2% vs 2024
- Grants made (2025)
- 21
- +0.0% vs 2024
- Average grant
- $18,333
- +26.2% vs 2024
- Median grant
- $10,000
- Total assets
- $6,973,878
- +25.8% vs 2024
- New grantees (estimate)
- 19% first-time grantees (4 of 21, 2025; small sample)
- Primary geography
- Missouri (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to INA Calkins Trust
- Accepts unsolicited proposals
- Yes
- Contact
Application contact: Ina Calkins Board-Bank Of America
Mailing address: PO Box 219119, Kansas City, MO 64121-9119
Phone: (816) 292-4300
Website: https://inacalkinstrust.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Open Grants
1 open opportunity from INA Calkins Trust
Who INA Calkins Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Welcome House Inc ($120K). Together the top 10 received $275K.
Grant Size Distribution
118 grants across all recorded years
The most common grant size was under $50K: 114 grants of 118 (97%).
Geographic Focus
Where this funder awards grants
The Board’s stated eligibility is limited to 501(c)(3) nonprofits located in Kansas City, Missouri, and serving its residents. The 2025 filing data reports that 100% of grant dollars went to recipients in Missouri; the listed 2025 grantees are in Kansas City, Missouri.
Grant Distribution by State
Share of 2025 grant dollars across all 21 itemized grants.
Cities
Is INA Calkins Trust open to new grantees?
19%
first-time grantees, 2025
In 2025, 4 of 21 grantees (19%) were first-time recipients. With only 21 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $11K; repeat grants $20K. How we count
Medians: $10K first-time, $10K repeat.
- 62% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+5%). Method
- In 2025 it paid out 109% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $300K (2020) to $385K (2025). In 2025 it made 21 grants totaling $385K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Welcome House Inc Kansas City, MO | Unrestricted General | $120,000 |
| Cornerstones of Care Kansas City, MO | Unrestricted General | $30,000 |
| Legal Aid of Western Missouri Kansas City, MO | Unrestricted General | $20,000 |
| Amethyst Place Inc Kansas City, MO | Unrestricted General | $20,000 |
| Alphapointe Association for the Blind Kansas City, MO | Unrestricted General | $20,000 |
| Sheffield Place Kansas City, MO | Unrestricted General | $15,000 |
| Footprints Inc Kansas City, MO | Unrestricted General | $15,000 |
| First Call Alcohol & Drug Prevention Kansas City, MO | Unrestricted General | $15,000 |
| Healing House Inc Kansas City, MO | Unrestricted General | $10,000 |
| Level up Kids Inc Kansas City, MO | Unrestricted General | $10,000 |
Ready to take the next step with INA Calkins Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $6,973,878 | $1,910,180 | $473,158 | $385,000 | 21 | $413,682 | $1,864,981 | $380,930 |
| 2024 | $5,542,639 | $691,209 | $380,422 | $305,000 | 21 | $331,913 | $647,040 | $380,505 |
| 2023 | $5,232,071 | $304,316 | $392,992 | $330,265 | 22 | $354,479 | $266,411 | $344,734 |
| 2022 | $5,320,613 | $251,482 | $435,627 | $366,100 | 24 | $390,538 | $212,838 | $353,127 |
| 2021 | $5,505,338 | $418,968 | $376,657 | $304,700 | 30 | $330,500 | $378,483 | $398,546 |
| 2020 | $5,461,887 | $328,322 | $359,719 | $300,000 | 22 | — | $293,551 | $321,662 |
Under IRS private-foundation payout rules, INA Calkins Trust reported a distributable amount of $381K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
The Board’s website describes the will’s purposes as directing income to organizations addressing alcohol abstinence education; the physical needs of people over age 60; care for children without adequate support; medical or surgical aid for poor children who are crippled or deformed; education for people preparing for social service work; and colleges, universities, and YMCA or YWCA activities in Kansas City.
The 2025 grants included organizations with varied services. Welcome House describes its work as educating and rehabilitating adult men with alcohol or drug addiction through a sober-living recovery program. Sheffield Place says it empowers homeless mothers and their children to heal from trauma and become self-sufficient. Legal Aid of Western Missouri describes its mission as improving the lives of people in need through legal assistance. These are the grantees’ descriptions of their own work.
Grantmaking
In filing year 2025, the Trust reported 21 grants totaling $385,000. Grant amounts ranged from $10,000 to $120,000, with a median of $10,000. The largest listed grant was $120,000 to Welcome House Inc. Other notable awards included $30,000 to Cornerstones of Care; $20,000 each to Legal Aid of Western Missouri, Amethyst Place, and Alphapointe Association for the Blind; and $15,000 each to Sheffield Place, Footprints Inc., and First Call Alcohol & Drug Prevention. The listed grants were reported as unrestricted general support.
The Board’s website says it seeks proposals from 501(c)(3) nonprofits located in and serving residents of Kansas City, Missouri, and describes approximately $200,000 in annual distributions. The 2024 filing says the foundation does not restrict giving to preselected organizations. How to apply: It accepts unsolicited requests. Application information and forms, along with submission-deadline information, are available through the application process identified by the Board. Awards must benefit Kansas City, Missouri, citizens in education, medical, or welfare areas and are subject to the Board’s specific requirements. Deadline: The filing directs applicants to the Board’s application materials for deadline information. The Board’s website says applicants are notified by the end of November.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Bank of America as trustee, Linda B. Lyon as president, and Betsy R. Hughes as secretary. It lists Stephenie Smith, Derald Davis, Lisa Jones Schellhorn, Lewis Gregory, Michael C. Kirk, Hunter Wolbach, and Jeff Primos as board members.
The Board’s website lists Betsey Hughes as chair, Kirstin Pace Salzman as secretary, and W. Hunter Wolbach as treasurer, along with Derald Davis, Lewis D. Gregory, Michael C. Kirk, Linda B. Lyon, Maureen Mahoney, Jeffery L. Primos, and Stephenie K. Smith as board members.
INA Calkins Trust is led by Linda B. Lyon - Co Boa, President since 2023 (on filings since 2020); 1 of 11 officers listed in 2025 is compensated.
Officers on the 2025 filing
Linda B. Lyon - Co Boa
President
Board Member → President, 2023
On filings since 2020
1 hr/week
No compensation reported
Bank Of America
Trustee
On filings since 2021
1 hr/week
$63K (2021) → $69K (2025)
Betsy R. Hughes - Co Boa
Secretary
Board President → Secretary, 2023
On filings since 2020
1 hr/week
No compensation reported
Lisa Jones Schellhorn - Co Boa
Board Member
On filings since 2020
1 hr/week
No compensation reported
Michael C. Kirk - Co Boa
Board Member
On filings since 2020
1 hr/week
No compensation reported
Derald Davis - Co Boa
Board Member
On filings since 2023
1 hr/week
No compensation reported
Hunter Wolbach - Co Boa
Board Member
On filings since 2023
1 hr/week
No compensation reported
Jeff Primos - Co Boa
Board Member
On filings since 2023
1 hr/week
No compensation reported
Kirstin S. Pace - Co Boa
Board Member
On filings since 2023
1 hr/week
No compensation reported
Lewis Gregory - Co Boa
Board Member
On filings since 2023
1 hr/week
No compensation reported
Stephenie Smith - Co Boa
Board Member
On filings since 2023
1 hr/week
No compensation reported
Former officers (7)
- Former: Cappy Powell - Co Boa (2020–2022) — Board Member
- Former: Helen C. Emmott Rn - Co Boa (2020–2022) — Board Member
- Former: Jack Ovel - Co Boa (2020–2022) — Board Secretary
- Former: Kevin Jones - Co Boa (2020–2022) — Board Member
- Former: Robert N. Sawyer - Co Boa (2020–2022) — Board Member
- Former: Thomas J. Turner - Co Boa (2020–2022) — Board Member
- Former: Bank Of America N A (2020) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $69K, to Bank of America (Trustee).
Frequently asked questions about INA Calkins Trust
How much does INA Calkins Trust give each year?
INA Calkins Trust gave $385K across 21 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $305K across 21 grants.
What is INA Calkins Trust's typical grant size?
INA Calkins Trust's median grant in 2025 was $10,000, and its average grant was $18,333, across 21 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from INA Calkins Trust that year got $11K on average.
Where does INA Calkins Trust give grants?
INA Calkins Trust gives mostly in Missouri: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Kansas City, MO (21 grants).
Does INA Calkins Trust give general operating support?
Yes: 100% of INA Calkins Trust's 2025 grants with a stated purpose (21 of 21) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are INA Calkins Trust's largest grantees?
INA Calkins Trust's largest 2025 grantees include Welcome House Inc ($120,000), Cornerstones of Care ($30,000) and Legal Aid of Western Missouri ($20,000), according to its 2025 IRS Form 990-PF. Together they received 44% of its itemized 2025 grant dollars.
How large is INA Calkins Trust?
INA Calkins Trust reported $7.0M in total assets on its 2025 IRS Form 990-PF. It paid out $414K in qualifying distributions that year, against a required minimum of $381K (roughly 5% of its investment assets).
What does INA Calkins Trust fund?
The Board’s website describes the will’s purposes as directing income to organizations addressing alcohol abstinence education; the physical needs of people over age 60; care for children without adequate support; medical or surgical aid for poor children who are crippled or deformed; education for people preparing for social service work; and colleges, universities, and YMCA or YWCA activities in Kansas City. See mission & focus areas ↑
How do I apply for a grant from INA Calkins Trust?
INA Calkins Trust has no public application process in the sources Grantable reviewed. Check inacalkinstrust.org for current guidelines, or contact the foundation directly before submitting a request.
What is INA Calkins Trust's EIN?
INA Calkins Trust's EIN (Employer Identification Number) is 52-6994869. IRS Form 990 filing data is available on this page for 2020–2025.
Does INA Calkins Trust accept unsolicited proposals?
Yes, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 28, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 1, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 3, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2020–2025
Explore Open Grants
Browse active grant opportunities in INA Calkins Trust's focus areas in our free grants database
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Cite this profile
Grantable. (2026). INA Calkins Trust funder profile. GrantGraph. Retrieved October 15, 2026, from https://grantable.co/funders/ina-calkins-trust-morg_7da32b96bbef4dbaac7f4170123b8d31
BibTeX
@misc{grantable_526994869_2026,
author = {{Grantable}},
title = {{INA Calkins Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/ina-calkins-trust-morg_7da32b96bbef4dbaac7f4170123b8d31},
note = {Accessed 2026-10-15. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from INA Calkins Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
INA Calkins Trust down — hundreds of funders to go?