Mark S Calvo Charitable Trust

SAINT LOUIS, MO EIN: 91-6288677

Mark S Calvo Charitable Trust is a private foundation, based in SAINT LOUIS, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $652K in total assets. In 2024, it awarded 2 grants totaling $24K. Net investment income was $20K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$652K

-1.0% YoY

Annual Giving

$24K

+300.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$12K

+300.0% YoY

Under IRS private-foundation payout rules, Mark S Calvo Charitable Trust reported a distributable amount of $37K for 2024 — the minimum it must pay out in qualifying distributions.

About Mark S Calvo Charitable Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Washington $192K (100%)

States

Washington

Cities

Seattle

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$651,818	$658,560	$631,842
Revenue	$30,168	$43,867	$42,431
Expenses	$36,855	$17,151	$79,238
Qualifying Distributions	$26,169	$7,914	$67,295
Net Investment Income	$19,987	$34,325	$32,431
Distributable Amount	$37,059	$33,942	$37,852

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

10 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Seattle Hebrew Academy ($12,000), Kline Galland Home ($12,000).

Recipient	Purpose	Amount
SEATTLE HEBREW ACADEMY SEATTLE, WA	GENERAL OPERATING	$12,000
KLINE GALLAND HOME SEATTLE, WA	GENERAL OPERATING	$12,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
WELLS FARGO BANK N A	TRUSTEE	1	$10,169

Frequently Asked Questions

How large is Mark S Calvo Charitable Trust?

As of 2024, Mark S Calvo Charitable Trust holds $652K in total assets with $30K in annual revenue. It awarded 2 grants totaling $24K in 2024.

Where does Mark S Calvo Charitable Trust operate?

Mark S Calvo Charitable Trust has awarded grants in Washington.

What size grants does Mark S Calvo Charitable Trust award?

In 2024, Mark S Calvo Charitable Trust awarded 2 grants totaling $24K — an average of about $12K per grant, based on its IRS Form 990 filings.

How much is Mark S Calvo Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Mark S Calvo Charitable Trust reported a distributable amount of $37K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.