Sam J and Martha Calhoun Charitable Trust

990PF • Fiscal year 2022 • EIN 84-6653469

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 15, 2023

Organization Profile

PO Box 6170Tyler, TX 75711

(903) 531-7111

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • $5M-$10M nonprofits • Source year 2022

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • $5M-$10M nonprofits • Source year 2022

-62%

Higher net margin than 11% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

$66,064

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 20.3% of source-year revenue.

2022 filings • $5M-$10M nonprofits • Source year 2022

-2.7%

Faster asset growth than 40% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

-24%

Faster revenue growth than 23% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet

Liabilities / Assets24th percentile

Assets

Down

$7,399,395

Down $202,680 (-2.7%) from 2021

Net Assets

Down

$7,399,395

Down $202,680 (-2.7%) from 2021

Liabilities

Flat

Flat from 2021

Revenue And Expenses

Liabilities / Revenue21st percentile Net Margin11th percentile

Revenue

Down

$325,153

Down $103,805 (-24%) from 2021

Expenses

Down

$526,789

Down $549,014 (-51%) from 2021

Net Income

-$201,636

Up $445,209 (+69%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2022

Assets$7,399,395

Liabilities$0

Net Assets$7,399,395

Open 2022 Filing

Operations Trend

Revenue Growth23rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2022

Revenue$325,153

Expenses$526,789

Net Income-$201,636

Open 2022 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2022 to Dec 31, 2022
Signed: Nov 15, 2023
Return Version: 2022v5.0

Compensation and Service Providers

Top Officer Pay43rd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
SOUTHSIDE BANK	Trustee	-	$66,064	-	$66,064

Filing and Contact Details

Filer

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

Signing Officer

Name: karah crawford
Title: Trustee
Signed: 2023-11-15
Discuss with paid preparer: Yes

Preparer

Firm: Squyres & Co Llp
Address: 821 ESE LOOP 323 STE 100, TYLER, TX 75701
Preparer: Deborah R Jordan
Phone: 9035972021

Raw XML Appendix298 raw XML fields

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

Path	#	Value
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AccountingFeesSchedule/AccountingFeesDetail/Amt	0	39883
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	0	accounting fees
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt	0	0
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt	0	39883
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt	0	483501
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt	0	378847
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt	0	2544067
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt	0	2096679
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	0	3944978
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	FIXED INCOME MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	1	EQUITY MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	2	BANK CERTIFICATES OF DEPOSIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	0	4128085
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	0	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	1	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	2	FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt	0	117645
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt	0	88355
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	18
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt	0	51661
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	257661
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	257661
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt	0	39883
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt	0	39883
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	88355
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt	0	9910
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt	0	56154
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt	0	66064
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	416103
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	416103
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt	0	67492
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	117645
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	117645
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	-201636
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	555387
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	49124
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	51661
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	88355
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	156524
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt	0	2563
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	2563
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	2176
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	426013
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	98600
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	526789
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	255124
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	325153
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	9910
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	98600
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	110686
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	0	2020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	1	2020-01-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	220451
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	1	246581
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	29549
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	1	419
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	2	58387
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	29549
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	1	419
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	0	250000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	1	247000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	1	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	securities long term
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	BMW BK NORTH AMER SALT LAKE CD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	2	Capital Gain Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	0	2022-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	1	2022-11-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	88355
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	-201636
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt	0	11990
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt	0	10946
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	7411385
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	7602075
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	7399395
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	355257
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	355257
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	355257
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	357433
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	2176
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	2176
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt	0	2544
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt	0	4720
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd	0	X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	2176
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt	0	2544
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	2176
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	4720
IRS990PF/FMVAssetsEOYAmt	0	7030460
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt	0	10946
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt	0	9978
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt	0	10946
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt	0	10946
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt	0	7602075
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt	0	7399395
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt	0	258722
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt	0	1
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt	0	5384371
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt	0	3944978
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt	0	4128085
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt	0	11836
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt	0	2544
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt	0	2544
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	193648
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt	0	413359
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	7602075
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	7399395
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	7030460
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
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IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt	0	1743519
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt	0	3027568
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt	0	2475526
IRS990PF/MethodOfAccountingAccrualInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	7257532
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	107565
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	7136477
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	108863
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	13490
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	357433
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	7148669
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	7257532
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt	0	SOUTHSIDE BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt	0	66064
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt	0	TRUSTEE AND INVESTMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt	0	PO BOX 6170
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm	0	TYLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd	0	TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd	0	75711
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	4.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	PO BOX 6170
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	TYLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	757116170
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt	0	426013
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt	0	426013
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	TYLER
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	SOUTHSIDE BANK
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	9035317111
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	138701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	138701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	ARC OF SMITH COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	1	SMITH BAPTIST ASSOC INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	2	CLARKSVILLE TX ISD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	5520 OLD BULLARD RD STE 111
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	3226 OLD JACKSONVILLE RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	1500 W MAIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	TYLER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	TYLER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	CLARKSVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	75703
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	75701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	75426
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	416103
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	355257
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	355257
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	96075
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	166831
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	70756
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	96075
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	426013
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	70756
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	166831
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	96075
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	MARTHA J CALHOUN ESTATE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	po box 6170
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	tyler
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	75711
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	67492
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	9978
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	1	2012
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	accrued income 12-31-21
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	1	change in excise tax applied/credited
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	foreign tax
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	2563
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	2563
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	10946
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	accrued income 12-31-22
TaxesSchedule/TaxesDetail/Amt	0	2176
TaxesSchedule/TaxesDetail/CategoryTxt	0	excise tax 990PF
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd	0	FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	karah crawford
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	SAM J & MARTHA CALHOUN CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	SAMJ
ReturnHeader/Filer/EIN	0	846653469
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	750699590
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	SQUYRES & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	821 ESE LOOP 323 STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	TYLER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	75701
ReturnHeader/PreparerPersonGrp/PhoneNum	0	9035972021
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Deborah R Jordan
ReturnHeader/ReturnTs	0	2023-11-15T12:17:12-08:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	KIM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	CHRISTIE
ReturnHeader/TaxPeriodBeginDt	0	2022-01-01
ReturnHeader/TaxPeriodEndDt	0	2022-12-31
ReturnHeader/TaxYr	0	2022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $7,399,395
Liabilities: $0
Net assets: $7,399,395
Revenue: $325,153
Expenses: $526,789
Net income: -$201,636

	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