The Calvert Family Foundation

GREENEVILLE, TN EIN: 62-1659836

The Calvert Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$43K

-8.4% YoY

Annual Giving

$9K

-3.4% YoY

Grant Count

8

-11.1% YoY

Avg Grant Size

$1K

+8.6% YoY

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.

About The Calvert Family Foundation

Based on IRS filings

The Calvert Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Cities

AbingdonCincinnatiColorado SpringsGreenevilleMyrtle BeachSt George

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$3K$7K$10K$13K20202021202220232024
Metric202420232022
Total Assets$42,919$46,869$46,152
Revenue$8,590$2,622$6,655
Expenses$10,909$11,098$11,912
Qualifying Distributions$8,877$9,194$10,093
Net Investment Income$8,546$1,697$2,472
Distributable Amount$10,030$8,877$9,194

Giving Over Time

Total grant dollars and number of grants per year

$0$3K$5K$8K$10K8 grants20208 grants202110 grants20229 grants20238 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2024

THE EPISCOPAL CHURCH OF …$2KBARTER THEATRE$1KBLUE RIDGE SCHOOL$1KBOYS & GIRLS CLUB OF GRE…$1KFRIENDS OF THE GREENEVIL…$1KGREENE COUNTY IMAGINATIO…$1KGREENEVILLE-GREENE COUNT…$1KYOUNG LIFE$1K

Grant Size Distribution

43 grants across all recorded years

43<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include The Episcopal Church of the Messiah ($1,877), Barter Theatre ($1,000), Blue Ridge School ($1,000).

RecipientPurposeAmount
BARTER THEATRE ABINGDON, VAGENERAL USE$1,000
BLUE RIDGE SCHOOL ST GEORGE, VAGENERAL USE$1,000
BOYS & GIRLS CLUB OF GREENEVILLE AND GREENE COUNTY GREENEVILLE, TNGENERAL USE$1,000
FRIENDS OF THE GREENEVILLE-GREENE COUNTY LIBRARY GREENEVILLE, TNGENERAL USE$1,000
GREENE COUNTY IMAGINATION LIBRARY GREENEVILLE, TNGENERAL USE$1,000
GREENEVILLE-GREENE COUNTY HISTORY MUSEUM GREENEVILLE, TNGENERAL USE$1,000
THE EPISCOPAL CHURCH OF THE MESSIAH MYRTLE BEACH, SCGENERAL USE$1,877
YOUNG LIFE COLORADO SPRINGS, COGENERAL USE$1,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
PEGGY CALVERTPRESIDENT1
MELANIE C COLEYSECRETARY1
GRAY R CALVERTTREASURER1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Calvert Family Foundation?

The Calvert Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GREENEVILLE, TN. It holds $43K in total assets as of 2024.

How large is The Calvert Family Foundation?

As of 2024, The Calvert Family Foundation holds $43K in total assets with $9K in annual revenue. It awarded 8 grants totaling $9K in 2024.

Where does The Calvert Family Foundation operate?

The Calvert Family Foundation has awarded grants in Colorado, Ohio, South Carolina, Tennessee, Virginia.

What size grants does The Calvert Family Foundation award?

In 2024, The Calvert Family Foundation awarded 8 grants totaling $9K — an average of about $1K per grant, based on its IRS Form 990 filings.

How much is The Calvert Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Calvert Family Foundation reported a distributable amount of $10K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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.

Explore Open Grants

Browse active grant opportunities in The Calvert Family Foundation's focus areas in our free grants database

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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