Nonprofit · EIN 84-6653469
SAM J AND MARTHA CALHOUN CHARITABLE TRUST
Tax-exempt · TYLER, TX 75711
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $781,043 | $137,460 | $643,583 | $7,602,343 | $6,839 | $7,595,504 |
| December 31, 2024 | 990-PF | $273,707 | $482,864 | -$209,157 | $6,952,163 | $242 | $6,951,921 |
| December 31, 2023 | 990-PF | $224,908 | $452,833 | -$227,925 | $7,161,078 | $0 | $7,161,078 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $133,489
- Interest
- $45,695
- Net gain from sales of assets
- $601,859
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $84,671
- Disbursements for charitable purposes
- $14,405
- Excise tax on investment income
- $9,239
Balance sheet and other
- Total assets, start of year
- $6,952,163
- Total assets, end of year
- $7,602,343
- Total liabilities, end of year
- $6,839
- Net assets, end of year
- $7,595,504
- Fair market value of assets
- $8,250,953
- Qualifying distributions
- $14,405
- Net investment income
- $778,511
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SOUTHSIDE BANK PO BOX 6170, TYLER, TX 757116170 | Trustee | 4 | $84,671 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SOUTHSIDE BANK PO BOX 6170, TYLER, TX 757116170 | Trustee | 4 | $74,434 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SOUTHSIDE BANK PO BOX 6170, TYLER, TX 757116170 | Trustee | 4 | $61,601 |
Address and contacts
- Address (IRS master file)
- PO BOX 6170, TYLER, TX 75711-6170
- In care of
- % ELIZABETH HUTCHESON SOUTHSIDE BAN
- Signed the 990-PF
- SOUTHSIDE BANK, Trustee
- Phone
- (903) 531-7111
- Return prepared by
- HENRY & PETERS PC
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 84-6653469
- 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
- 2021
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $7,602,343
- Income (IRS master file)
- $781,043
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $781,043 | $137,460 | $7,602,343 | IRS |
| 990-PF | December 2024 | $273,707 | $482,864 | $6,952,163 | IRS |
| 990-PF | December 2023 | $224,908 | $452,833 | $7,161,078 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 84-6653469).
Questions about SAM J AND MARTHA CALHOUN CHARITABLE TRUST
- What is the EIN of SAM J AND MARTHA CALHOUN CHARITABLE TRUST?
- The employer identification number (EIN) of SAM J AND MARTHA CALHOUN CHARITABLE TRUST is 84-6653469.
- Is SAM J AND MARTHA CALHOUN CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to SAM J AND MARTHA CALHOUN CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SAM J AND MARTHA CALHOUN CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SAM J AND MARTHA CALHOUN CHARITABLE TRUST 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 SAM J AND MARTHA CALHOUN CHARITABLE TRUST 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 SAM J AND MARTHA CALHOUN CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $84,671 (SOUTHSIDE BANK, Trustee).
- How much revenue does SAM J AND MARTHA CALHOUN CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $781,043, expenses of $137,460 and total assets of $7,602,343 at year end.
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