Nonprofit · EIN 54-1567705
CALVERT & SALLY SIMMONS FOUNDATION
Tax-exempt · ALEXANDRIA, VA 22314
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $700,818 | $246,669 | $454,149 | $511,081 | $0 | $511,081 |
| September 30, 2024 | 990-PF | $138,664 | $170,898 | -$32,234 | $691,180 | $10,009 | $681,171 |
| September 30, 2023 | 990-PF | $569,648 | $176,212 | $393,436 | $581,687 | $0 | $581,687 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $26,322
- Dividends
- $11,279
- Net gain from sales of assets
- $663,217
Expenses
- Grants and similar amounts paid
- $232,274
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $232,274
- Excise tax on investment income
- $9,306
Balance sheet and other
- Total assets, start of year
- $691,180
- Total assets, end of year
- $511,081
- Total liabilities, end of year
- $0
- Net assets, end of year
- $511,081
- Fair market value of assets
- $511,081
- Qualifying distributions
- $232,274
- Net investment income
- $674,496
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CALVERT W SIMMONS 310 STRAND ST UNIT 507, ALEXANDRIA, VA 22314 | PRESIDENT | 0 | $0 |
| SALLY DYSON SIMMONS 310 STRAND ST UNIT 507, ALEXANDRIA, VA 22314 | SECRETARY | 0 | $0 |
| NED SCHERER 1410 SPRING HILL ROAD SUITE 400, MCLEAN, VA 22102 | DIRECTOR | 0 | $0 |
990-PF for the year ended September 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CALVERT W SIMMONS 310 STRAND ST UNIT 507, ALEXANDRIA, VA 22314 | PRESIDENT | 0 | $0 |
| SALLY DYSON SIMMONS 310 STRAND ST UNIT 507, ALEXANDRIA, VA 22314 | SECRETARY | 0 | $0 |
| NED SCHERER 1410 SPRING HILL ROAD SUITE 400, MCLEAN, VA 22102 | DIRECTOR | 0 | $0 |
990-PF for the year ended September 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CALVERT W SIMMONS 310 STRAND ST UNIT 507, ALEXANDRIA, VA 22314 | PRESIDENT | 0 | $0 |
| SALLY DYSON SIMMONS 310 STRAND ST UNIT 507, ALEXANDRIA, VA 22314 | SECRETARY | 0 | $0 |
| NED SCHERER 1410 SPRING HILL ROAD SUITE 400, MCLEAN, VA 22102 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 310 STRAND ST UNIT 507, ALEXANDRIA, VA 22314-3958
- Signed the 990-PF
- CALVERT SIMMONS, PRESIDENT
- Phone
- (703) 946-0820
- Return prepared by
- KAISER SCHERER & SCHLEGEL PLLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 54-1567705
- 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
- 1991
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $511,081
- Income (IRS master file)
- $904,412
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $700,818 | $246,669 | $511,081 | XML |
| 990-PF | September 2024 | $138,664 | $170,898 | $691,180 | XML |
| 990-PF | September 2023 | $569,648 | $176,212 | $581,687 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
| 990-PF | September 2018 | – | – | – | 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 54-1567705).
Questions about CALVERT & SALLY SIMMONS FOUNDATION
- What is the EIN of CALVERT & SALLY SIMMONS FOUNDATION?
- The employer identification number (EIN) of CALVERT & SALLY SIMMONS FOUNDATION is 54-1567705.
- Is CALVERT & SALLY SIMMONS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to CALVERT & SALLY SIMMONS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CALVERT & SALLY SIMMONS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CALVERT & SALLY SIMMONS FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CALVERT & SALLY SIMMONS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of CALVERT & SALLY SIMMONS FOUNDATION?
- The 990-PF for the year ended September 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does CALVERT & SALLY SIMMONS FOUNDATION have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $700,818, expenses of $246,669 and total assets of $511,081 at year end.
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