Mark S Calvo Charitable Trust
Mark S Calvo Charitable Trust is a private foundation, based in Saint Louis, MO. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $658K in total assets. In 2025, it awarded 2 grants totaling $24K. Net investment income was $32K.
Mark S Calvo Charitable Trust at a glance
In short: Mark S Calvo Charitable Trust gave $24K across 2 grants in 2025 (avg $12K), mostly in Washington. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $24,000
- +0.0% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $12,000
- +0.0% vs 2024
- Median grant
- $12,000
- Total assets
- $657,850
- +0.9% vs 2024
- Primary geography
- Washington (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.
Who Mark S Calvo Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Seattle Hebrew Academy ($12K). Together the top 2 received $24K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Mark S Calvo Charitable Trust gives
- Giving fell 63% from 2022 to 2025. Method
- In 2025 it paid out 66% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $6K (2023) to $65K (2022). In 2025 it made 2 grants totaling $24K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Seattle Hebrew Academy Seattle, WA | General Operating | $12,000 |
| Kline Galland Home Seattle, WA | General Operating | $12,000 |
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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 | $657,850 | $43,822 | $37,466 | $24,000 | 2 | $26,054 | $32,488 | $39,467 |
| 2024 | $651,818 | $30,168 | $36,855 | $24,000 | 2 | $26,169 | $19,987 | $37,059 |
| 2023 | $658,560 | $43,867 | $17,151 | $6,000 | 2 | $7,914 | $34,325 | $33,942 |
| 2022 | $631,842 | $42,431 | $79,238 | $65,324 | 2 | $67,295 | $32,431 | $37,852 |
| 2021 | $668,347 | $97,321 | $78,353 | $65,324 | 2 | — | $86,865 | $39,717 |
| 2020 | $649,463 | $56,561 | $43,105 | $31,632 | 2 | — | $47,126 | $35,672 |
| 2019 | $636,114 | $26,674 | $32,013 | $20,100 | 2 | — | $18,960 | $34,958 |
Under IRS private-foundation payout rules, Mark S Calvo Charitable Trust reported a distributable amount of $39K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Mark S Calvo Charitable Trust's only listed officer is Wells Fargo Bank N A, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Wells Fargo Bank N A
Trustee
On filings since 2020
1 hr/week
$10K (2020) → $9K (2025)
Former officers (1)
- Former: Wells Fargo Bank NA (2019) — Trustee
Data from IRS Form 990 filings, 2019–2025. "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 $9K, to Wells Fargo Bank N a (Trustee).
Frequently asked questions about Mark S Calvo Charitable Trust
How much does Mark S Calvo Charitable Trust give each year?
Mark S Calvo Charitable Trust gave $24K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $24K across 2 grants.
How large is Mark S Calvo Charitable Trust?
Mark S Calvo Charitable Trust reported $658K in total assets on its 2025 IRS Form 990-PF. It paid out $26K in qualifying distributions that year, against a required minimum of $39K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Mark S Calvo Charitable Trust operate?
Mark S Calvo Charitable Trust has awarded grants in Washington.
What is Mark S Calvo Charitable Trust's EIN?
Mark S Calvo Charitable Trust's EIN (Employer Identification Number) is 91-6288677. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS January 13, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS February 1, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS February 10, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 7, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS February 6, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 2, 2026)
- IRS filings on file for fiscal years 2019–2025
Explore Open Grants
Browse active grant opportunities in Mark S Calvo Charitable Trust's focus areas in our free grants database
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