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Nonprofit · EIN 52-6994869

INA CALKINS TR 011013701800

Tax-exempt · DALLAS, TX 75265

Financials

$304K$393K2023$691K$380K2024$1.9M$473K2025
Revenue Expenses · by fiscal year end
Financials of INA CALKINS TR 011013701800 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$1,910,180$473,158$1,437,022$6,973,878$0$6,973,878
December 31, 2024990-PF$691,209$380,422$310,787$5,542,639$0$5,542,639
December 31, 2023990-PF$304,316$392,992-$88,676$5,232,071$0$5,232,071
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$176,361
Net gain from sales of assets
$1,733,819

Expenses

Grants and similar amounts paid
$385,000
Compensation of officers, directors and key employees
$68,886
Disbursements for charitable purposes
$413,682
Excise tax on investment income
$25,923

Balance sheet and other

Total assets, start of year
$5,542,639
Total assets, end of year
$6,973,878
Total liabilities, end of year
$0
Net assets, end of year
$6,973,878
Fair market value of assets
$8,636,687
Qualifying distributions
$413,682
Net investment income
$1,910,171

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
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$68,886
LINDA B LYON - CO BOA
PO BOX 219119, KANSAS CITY, MO 641219119
PRESIDENT1$0
BETSY R HUGHES - CO BOA
PO BOX 219119, KANSAS CITY, MO 641219119
SECRETARY1$0
STEPHENIE SMITH - CO BOA
PO BOX 219119, KANSAS CITY, MO 641219119
BOARD MEMBER1$0
DERALD DAVIS - CO BOA
PO BOX 219119, KANSAS CITY, MO 641219119
BOARD MEMBER1$0
LISA JONES SCHELLHORN - CO BOA
PO BOX 219119, KANSAS CITY, MO 641219119
BOARD MEMBER1$0
LEWIS GREGORY - CO BOA
PO BOX 219119, KANSAS CITY, MO 641219119
BOARD MEMBER1$0
MICHAEL C KIRK - CO BOA
PO BOX 219119, KANSAS CITY, MO 641219119
BOARD MEMBER1$0
HUNTER WOLBACH - CO BOA
PO BOX 219119, KANSAS CITY, MO 641219119
BOARD MEMBER1$0
JEFF PRIMOS - CO BOA
PO BOX 219119, KANSAS CITY, MO 641219119
BOARD MEMBER1$0
KIRSTIN S PACE - CO BOA
PO BOX 219119, KANSAS CITY, MO 641219119
BOARD MEMBER1$0
990-PF for the year ended December 31, 2024: 11 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$66,032
LINDA B LYON - CO BOA
PO BOX 219119, KANSAS CITY, MO 641219119
PRESIDENT1$0
BETSY R HUGHES - CO BOA
PO BOX 219119, KANSAS CITY, MO 641219119
SECRETARY1$0
STEPHENIE SMITH - CO BOA
PO BOX 219119, KANSAS CITY, MO 641219119
BOARD MEMBER1$0
DERALD DAVIS - CO BOA
PO BOX 219119, KANSAS CITY, MO 641219119
BOARD MEMBER1$0
LISA JONES SCHELLHORN - CO BOA
PO BOX 219119, KANSAS CITY, MO 641219119
BOARD MEMBER1$0
LEWIS GREGORY - CO BOA
PO BOX 219119, KANSAS CITY, MO 641219119
BOARD MEMBER1$0
MICHAEL C KIRK - CO BOA
PO BOX 219119, KANSAS CITY, MO 641219119
BOARD MEMBER1$0
HUNTER WOLBACH - CO BOA
PO BOX 219119, KANSAS CITY, MO 641219119
BOARD MEMBER1$0
JEFF PRIMOS - CO BOA
PO BOX 219119, KANSAS CITY, MO 641219119
BOARD MEMBER1$0
KIRSTIN S PACE - CO BOA
PO BOX 219119, KANSAS CITY, MO 641219119
BOARD MEMBER1$0
990-PF for the year ended December 31, 2023: 11 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$58,805
LINDA B LYON - CO BOA
PO BOX 219119, KANSAS CITY, MO 641219119
PRESIDENT1$0
BETSY R HUGHES - CO BOA
PO BOX 219119, KANSAS CITY, MO 641219119
SECRETARY1$0
STEPHENIE SMITH - CO BOA
PO BOX 219119, KANSAS CITY, MO 641219119
BOARD MEMBER1$0
DERALD DAVIS - CO BOA
PO BOX 219119, KANSAS CITY, MO 641219119
BOARD MEMBER1$0
LISA JONES SCHELLHORN - CO BOA
PO BOX 219119, KANSAS CITY, MO 641219119
BOARD MEMBER1$0
LEWIS GREGORY - CO BOA
PO BOX 219119, KANSAS CITY, MO 641219119
BOARD MEMBER1$0
MICHAEL C KIRK - CO BOA
PO BOX 219119, KANSAS CITY, MO 641219119
BOARD MEMBER1$0
HUNTER WOLBACH - CO BOA
PO BOX 219119, KANSAS CITY, MO 641219119
BOARD MEMBER1$0
JEFF PRIMOS - CO BOA
PO BOX 219119, KANSAS CITY, MO 641219119
BOARD MEMBER1$0
KIRSTIN S PACE - CO BOA
PO BOX 219119, KANSAS CITY, MO 641219119
BOARD MEMBER1$0

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
In care of
% BANK OF AMERICA
Signed the 990-PF
BANK OF AMERICA N A, MANAGING DIR
Phone
(888) 866-3275

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
52-6994869
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
2000
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$6,973,878
Income (IRS master file)
$4,710,733

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$1,910,180$473,158$6,973,878XML
990-PFDecember 2024$691,209$380,422$5,542,639XML
990-PFDecember 2023$304,316$392,992$5,232,071XML
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 52-6994869).

Questions about INA CALKINS TR 011013701800

What is the EIN of INA CALKINS TR 011013701800?
The employer identification number (EIN) of INA CALKINS TR 011013701800 is 52-6994869.
Is INA CALKINS TR 011013701800 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
Are donations to INA CALKINS TR 011013701800 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does INA CALKINS TR 011013701800 file?
Form 990-PF. Private foundations file every year.
When is the next return of INA CALKINS TR 011013701800 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 INA CALKINS TR 011013701800 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 INA CALKINS TR 011013701800?
The 990-PF for the year ended December 31, 2025 lists 11 people; 1 received compensation from the organization, the highest $68,886 (BANK OF AMERICA, TRUSTEE).
How much revenue does INA CALKINS TR 011013701800 have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,910,180, expenses of $473,158 and total assets of $6,973,878 at year end.

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