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Nonprofit · EIN 20-1383344

JOHN P CALAMOS SR FOUNDATION

Tax-exempt · NAPERVILLE, IL 60563

Financials

$1M$1.6M2023$14.6M$13.2M2024$8.2M$1M2025
Revenue Expenses · by fiscal year end
Financials of JOHN P CALAMOS SR FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$8,211,123$1,042,567$7,168,556$56,507,546$0$56,507,546
December 31, 2024990-PF$14,594,494$13,159,457$1,435,037$44,851,372$0$44,851,372
December 31, 2023990-PF (amended)$1,036,214$1,616,571-$580,357$36,343,979$0$36,343,979
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$5,000,000
Dividends
$126,474
Net gain from sales of assets
$3,084,649

Expenses

Grants and similar amounts paid
$999,600
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$1,003,489
Excise tax on investment income
$44,623

Balance sheet and other

Total assets, start of year
$44,851,372
Total assets, end of year
$56,507,546
Total liabilities, end of year
$0
Net assets, end of year
$56,507,546
Fair market value of assets
$56,507,546
Qualifying distributions
$1,003,489
Net investment income
$3,217,614

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
JOHN P CALAMOS SR
2020 CALAMOS COURT, NAPERVILLE, IL 605632793
CO-TRUSTEE1$0
MAE CALAMOS
2020 CALAMOS COURT, NAPERVILLE, IL 605632793
CO-TRUSTEE1$0
LAURA CALAMOS
2020 CALAMOS COURT, NAPERVILLE, IL 605632793
CO-TRUSTEE1$0
JAMES R ADAMS
2020 CALAMOS COURT, NAPERVILLE, IL 605632793
CO-TRUSTEE1$0
KENNETH S WITKOWSKI
2020 CALAMOS COURT, NAPERVILLE, IL 605632793
CO-TRUSTEE1$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
JOHN P CALAMOS SR
2020 CALAMOS COURT, NAPERVILLE, IL 605632793
CO-TRUSTEE1$0
MAE CALAMOS
2020 CALAMOS COURT, NAPERVILLE, IL 605632793
CO-TRUSTEE1$0
LAURA CALAMOS
2020 CALAMOS COURT, NAPERVILLE, IL 605632793
CO-TRUSTEE1$0
JAMES R ADAMS
2020 CALAMOS COURT, NAPERVILLE, IL 605632793
CO-TRUSTEE1$0
KENNETH S WITKOWSKI
2020 CALAMOS COURT, NAPERVILLE, IL 605632793
CO-TRUSTEE1$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
JOHN P CALAMOS SR
2020 CALAMOS COURT, NAPERVILLE, IL 605632793
CO-TRUSTEE1$0
MAE CALAMOS
2020 CALAMOS COURT, NAPERVILLE, IL 605632793
CO-TRUSTEE1$0
LAURA CALAMOS
2020 CALAMOS COURT, NAPERVILLE, IL 605632793
CO-TRUSTEE1$0
JAMES R ADAMS
2020 CALAMOS COURT, NAPERVILLE, IL 605632793
CO-TRUSTEE1$0
KENNETH S WITKOWSKI
2020 CALAMOS COURT, NAPERVILLE, IL 605632793
CO-TRUSTEE1$0

Address and contacts

Address (IRS master file)
2020 CALAMOS CT STE 200, NAPERVILLE, IL 60563-2793
In care of
% CALAMOS FAMILY OFFICE
Signed the 990-PF
JOHN CALAMOS SR, TRUSTEE
Phone
(630) 245-7260
Return prepared by
SIKICH LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
20-1383344
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2006
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$56,507,546
Income (IRS master file)
$8,211,123

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$8,211,123$1,042,567$56,507,546IRS
990-PFDecember 2024$14,594,494$13,159,457$44,851,372IRS
990-PFDecember 2023$1,036,214$1,616,571$36,343,979XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-1383344).

Questions about JOHN P CALAMOS SR FOUNDATION

What is the EIN of JOHN P CALAMOS SR FOUNDATION?
The employer identification number (EIN) of JOHN P CALAMOS SR FOUNDATION is 20-1383344.
Is JOHN P CALAMOS SR FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
Are donations to JOHN P CALAMOS SR FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JOHN P CALAMOS SR FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of JOHN P CALAMOS SR FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JOHN P CALAMOS SR FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of JOHN P CALAMOS SR FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does JOHN P CALAMOS SR FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $8,211,123, expenses of $1,042,567 and total assets of $56,507,546 at year end.

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