Sam J & Martha Calhoun Charitable Trust

EIN 84-6653469 • Tyler, TX

PO Box 6170Tyler, TX 75711

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

0.00x

Higher debt load relative to revenue than 26% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

-76%

Higher net margin than 6% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

$74,434

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 27.2% of source-year revenue.

$5M-$10M nonprofits • Source year 2024

-2.9%

Faster asset growth than 23% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

22%

Faster revenue growth than 66% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet

Liabilities / Assets24th percentile

Assets

Down

$6,952,163

Down $208,915 (-2.9%) from 2023

Liabilities

$242

Up $242 from 2023

Net Assets

Down

$6,951,921

Down $209,157 (-2.9%) from 2023

Operations

Liabilities / Revenue26th percentile Net Margin6th percentile

Revenue

$273,707

Up $48,799 (+22%) from 2023

Expenses

$482,864

Up $30,031 (+6.6%) from 2023

Net Income

-$209,157

Up $18,768 (+8.2%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth23rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

Highlighted filing

2024

Assets$6,952,163

Liabilities$242

Net Assets$6,951,921

Open 2024 Filing

Operations Trend

Revenue Growth66th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

Highlighted filing

2024

Revenue$273,707

Expenses$482,864

Net Income-$209,157

Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $6,952,163
Liabilities: $242
Net assets: $6,951,921
Revenue: $273,707
Expenses: $482,864
Net income: -$209,157

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$6.95	$0.00	$6.95	$0.27	$0.48	$0.21
2023Detailed filing. Detailed filing data is available for this year.	$7.16	$0.00	$7.16	$0.22	$0.45	$0.23
2022Detailed filing. Detailed filing data is available for this year.	$7.40	$0.00	$7.40	$0.33	$0.53	$0.20
2021Detailed filing. Detailed filing data is available for this year.	$7.60	$0.00	$7.60	$0.43	$1.08	$0.65
2020Detailed filing. Detailed filing data is available for this year.	$8.25	$0.00	$8.25	$1.40	$0.10	$1.31
2019Summary only. Only limited summary data is available for this year.	$6.98	$0.02		$6.99	$0.04	$6.95

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jan 1, 2024 to Dec 31, 2024
Signed: Apr 29, 2025
Return Version: 2024v5.1

Compensation and Service Providers

Top Officer Pay44th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
SOUTHSIDE BANK	Trustee	-	$74,434	-	$74,434

Filing and Contact Details

Filer

Filer Name: Sam J & Martha Calhoun Charitable Trust
EIN: 84-6653469
Phone: 9035317111
Address: PO BOX 6170, TYLER, TX 75711

Signing Officer

Name: Southside Bank
Title: Trustee
Signed: 2025-04-29
Discuss with paid preparer: Yes

Preparer

Firm: Henry & Peters Pc
Address: 3304 S BROADWAY AVE, TYLER, TX 75701
Preparer: Savannah J Herrington
Phone: 9035976311

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	357350
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	352231
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	352231
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	32832
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	70756
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	96075
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	218143
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	18480
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	32832
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	70756
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	96075
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	370711
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	18480
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	218143
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	199663
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	554
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	DIVIDEND RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	597
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	597
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc	0	EXCISE TAX PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt	0	242
TaxesSchedule/TaxesDetail/Amt	0	2242
TaxesSchedule/TaxesDetail/Amt	1	3138
TaxesSchedule/TaxesDetail/CategoryTxt	0	EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt	1	FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	3138
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	SOUTHSIDE BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	SAM J & MARTHA CALHOUN CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	SAMJ
ReturnHeader/Filer/EIN	0	846653469
ReturnHeader/Filer/PhoneNum	0	9035317111
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO BOX 6170
ReturnHeader/Filer/USAddress/CityNm	0	TYLER
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	TX
ReturnHeader/Filer/USAddress/ZIPCd	0	75711
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	751503978
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	HENRY & PETERS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	3304 S BROADWAY AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	TYLER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	75701
ReturnHeader/PreparerPersonGrp/PhoneNum	0	9035976311
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Savannah J Herrington
ReturnHeader/ReturnTs	0	2025-05-05T11:57:06-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2024-01-01
ReturnHeader/TaxPeriodEndDt	0	2024-12-31
ReturnHeader/TaxYr	0	2024

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