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
3
+0.0% YoY
Avg Grant Size
$119K
+1.9% YoY
About Sam J & Martha Calhoun Charitable Trust
Based on IRS filings
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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| 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
No grants recorded for .
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
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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