Sam J & Martha Calhoun Charitable Trust

TYLER, TX EIN: 84-6653469

Sam J & Martha Calhoun Charitable Trust is a private foundation focused on Education, based in TYLER, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $7.0M in total assets. In 2024, it awarded 3 grants totaling $357K. Net investment income was $161K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$7.0M

-2.9% YoY

Annual Giving

$357K

+1.9% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$119K

+1.9% YoY

Under IRS private-foundation payout rules, Sam J & Martha Calhoun Charitable Trust reported a distributable amount of $352K for 2024 — the minimum it must pay out in qualifying distributions.

About Sam J & Martha Calhoun Charitable Trust

Based on IRS filings

Focus Areas

Education

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Texas $2.1M (100%)

States

Texas

Cities

ClarksvilleTyler

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$6,952,163	$7,161,078	$7,399,395
Revenue	$273,707	$224,908	$325,153
Expenses	$482,864	$452,833	$526,789
Qualifying Distributions	$370,711	$365,432	$426,013
Net Investment Income	$161,262	$136,874	$156,524
Distributable Amount	$352,231	$332,600	$355,257

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Grant Size Distribution

12 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Arc of Smith County ($119,117), Smith Baptist Association Inc ($119,117), Clarksville Isd ($119,116).

Recipient	Purpose	Amount
ARC OF SMITH COUNTY TYLER, TX	SCHOLARSHIPS	$119,117
SMITH BAPTIST ASSOCIATION INC TYLER, TX	SCHOLARSHIPS	$119,117
CLARKSVILLE ISD CLARKSVILLE, TX	SCHOLARSHIPS	$119,116

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
SOUTHSIDE BANK	Trustee	4	$74,434

Subject Areas

Focus areas based on grantmaking activity

Education

Frequently Asked Questions

What is Sam J & Martha Calhoun Charitable Trust?

Sam J & Martha Calhoun Charitable Trust is a private foundation focused on Education, based in TYLER, TX. It holds $7.0M in total assets as of 2024.

How large is Sam J & Martha Calhoun Charitable Trust?

As of 2024, Sam J & Martha Calhoun Charitable Trust holds $7.0M in total assets with $274K in annual revenue. It awarded 3 grants totaling $357K in 2024.

Where does Sam J & Martha Calhoun Charitable Trust operate?

Sam J & Martha Calhoun Charitable Trust has awarded grants in Texas.

What size grants does Sam J & Martha Calhoun Charitable Trust award?

In 2024, Sam J & Martha Calhoun Charitable Trust awarded 3 grants totaling $357K — an average of about $119K per grant, based on its IRS Form 990 filings.

How much is Sam J & Martha Calhoun Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Sam J & Martha Calhoun Charitable Trust reported a distributable amount of $352K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Sam J & Martha Calhoun Charitable Trust's EIN?

Sam J & Martha Calhoun Charitable Trust's EIN (Employer Identification Number) is 84-6653469. IRS Form 990 filing data is available on this page for 2020–2024.