The Calvert Family Foundation
The Calvert Family Foundation is a private foundation, based in Greeneville, TN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $43K in total assets. In 2024, it awarded 8 grants totaling $9K. Net investment income was $9K.
The Calvert Family Foundation at a glance
In short: The Calvert Family Foundation gave $9K across 8 grants in 2024 (avg $1K), top state Tennessee. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $8,877
- -3.4% vs 2023
- Grants made (2024)
- 8
- -11.1% vs 2023
- Average grant
- $1,110
- +8.6% vs 2023
- Median grant
- $1,000
- Total assets
- $42,919
- -8.4% vs 2023
- Primary geography
- Tennessee (45% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who The Calvert Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
The largest 2024 recipient was The Episcopal Church of the Messiah ($2K). Together the top 8 received $9K.
Grant Size Distribution
43 grants across all recorded years
The most common grant size was under $50K: 43 grants of 43 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 8 itemized grants.
Cities
How The Calvert Family Foundation gives
- Giving held roughly steady from 2021 to 2024 (+19%). Method
- In 2024 it paid out 89% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $7K (2021) to $10K (2022). In 2024 it made 8 grants totaling $9K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Episcopal Church of the Messiah Myrtle Beach, SC | General Use | $1,877 |
| Barter Theatre Abingdon, VA | General Use | $1,000 |
| Blue Ridge School St George, VA | General Use | $1,000 |
| Boys & Girls Club of Greeneville and Greene County Greeneville, TN | General Use | $1,000 |
| Friends of the Greeneville-Greene County Library Greeneville, TN | General Use | $1,000 |
| Greene County Imagination Library Greeneville, TN | General Use | $1,000 |
| Greeneville-Greene County History Museum Greeneville, TN | General Use | $1,000 |
| Young Life Colorado Springs, CO | General Use | $1,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $42,919 | $8,590 | $10,909 | $8,877 | 8 | $8,877 | $8,546 | $10,030 |
| 2023 | $46,869 | $2,622 | $11,098 | $9,194 | 9 | $9,194 | $1,697 | $8,877 |
| 2022 | $46,152 | $6,655 | $11,912 | $10,093 | 10 | $10,093 | $2,472 | $9,194 |
| 2021 | $51,572 | $6,424 | $9,434 | $7,446 | 8 | $7,446 | $2,647 | $10,093 |
| 2020 | $54,613 | $7,663 | $9,175 | $7,580 | 8 | — | $2,236 | $7,446 |
Under IRS private-foundation payout rules, The Calvert Family Foundation reported a distributable amount of $10K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Calvert Family Foundation is led by Peggy Calvert, President on every filing since 2020; none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
Peggy Calvert
President
On filings since 2020
1 hr/week
No compensation reported
Gray R. Calvert
Treasurer
On filings since 2020
1 hr/week
No compensation reported
Melanie C. Coley
Secretary
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Calvert Family Foundation
How much does The Calvert Family Foundation give each year?
The Calvert Family Foundation gave $9K across 8 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $9K across 9 grants.
What is The Calvert Family Foundation's typical grant size?
The Calvert Family Foundation's median grant in 2024 was $1,000, and its average grant was $1,110, across 8 grants on its 2024 IRS Form 990-PF.
Where does The Calvert Family Foundation give grants?
The Calvert Family Foundation's top state is Tennessee, with 45% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were Virginia (23%) and South Carolina (21%). The most frequent recipient cities were Greeneville, TN (4 grants).
Does The Calvert Family Foundation give general operating support?
Yes: 100% of The Calvert Family Foundation's 2024 grants with a stated purpose (8 of 8) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are The Calvert Family Foundation's largest grantees?
The Calvert Family Foundation's largest 2024 grantees include The Episcopal Church of the Messiah ($1,877), Barter Theatre ($1,000) and Blue Ridge School ($1,000), according to its 2024 IRS Form 990-PF. Together they received 44% of its itemized 2024 grant dollars.
How large is The Calvert Family Foundation?
The Calvert Family Foundation reported $43K in total assets on its 2024 IRS Form 990-PF. It paid out $9K in qualifying distributions that year, against a required minimum of $10K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is The Calvert Family Foundation's EIN?
The Calvert Family Foundation's EIN (Employer Identification Number) is 62-1659836. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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