2025-08-12T15:39:06-05:00 2024-09-30 521220482 KAISER SCHERER & SCHLEGEL PLLC 1410 SPRING HILL ROAD SUITE 400 MCLEAN VA 22102 990PF 2023-10-01 541567705 CALVERT AND SALLY SIMMONS FOUNDATION CALV 7039460820 310 STRAND ST UNIT 507 ALEXANDRIA VA 22314 CALVERT SIMMONS PRESIDENT 7038880087 2025-08-12 1 1 BONNIE ROTH P00652758 7038474660 X 2023 2025-03-06 01:10:19Z X 691180 X 107803 287 287 30574 110392 30574 138664 30861 0 0 0 8720 0 0 25 0 0 8745 0 0 162153 162153 170898 0 162153 -32234 30861 50210 531477 691180 691180 581687 691180 691180 10009 0 10009 X 0 0 0 0 581687 681171 581687 681171 581687 691180 581687 -32234 131718 681171 0 681171 PUBLICLY TRADED SECURITIES 6746 5948 798 798 PUBLICLY TRADED SECURITIES 103646 73870 29776 29776 30574 429 0 429 0 429 1418 0 0 0 1418 0 989 989 0 0 0 0 0 0 0 0 0 0 0 1 1 VA 1 0 0 0 0 1 N/A CALVERT W SIMMONS 7039460820 310 STRAND ST UNIT 507 ALEXANDRIA VA 22314 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CALVERT W SIMMONS 310 STRAND ST UNIT 507 ALEXANDRIA VA 22314 PRESIDENT 0.00 0 0 0 SALLY DYSON SIMMONS 310 STRAND ST UNIT 507 ALEXANDRIA VA 22314 SECRETARY 0.00 0 0 0 NED SCHERER 1410 SPRING HILL ROAD SUITE 400 MCLEAN VA 22102 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 THE FOUNDATION'S ONLY ACTIVITY IS TO MAKE CASH DONATIONS TO VARIOUS CHARITABLE ORGANIZATIONS. 0 0 614178 50108 0 664286 0 0 664286 9964 654322 32716 32716 429 429 32287 0 32287 0 32287 162153 0 162153 32287 0 0 33478 103504 73066 93952 139916 443916 162153 0 0 0 32287 129866 0 0 573782 0 0 0 0 0 0 33478 540304 103504 73066 93952 139916 129866 CALVERT W SIMMONS SALLY DYSON SIMMONS X ACT FOR ALEXANDRIA 201 N UNION STREET SUITE 110 ALEXANDRIA VA 22314 NONE PUBLIC CHARITY UNRESTRICTED 11072 ALEXANDRIA SEAPORT FOUNDATION PO BOX 25036 ALEXANDRIA VA 22313 NONE PUBLIC CHARITY UNRESTRICTED 2000 ALEXANDRIA TUTORING CONSORTIUM 323 S FAIRFAX STREET ALEXANDRIA VA 22314 NONE PUBLIC CHARITY UNRESTRICTED 3000 ALICE'S KIDS PO BOX 60 MOUNT VERNON VA 22121 NONE PUBLIC CHARITY UNRESTRICTED 2040 ALIVE 2723 KING STREET ALEXANDRIA VA 22302 NONE PUBLIC CHARITY UNRESTRICTED 3000 ALX DOG WALK 200 N WASHINGTON ST BOX 320653 ALEXANDRIA VA 22320 NONE PUBLIC CHARITY UNRESTRICTED 500 ANIMAL WELFARE LEAGUE OF ALEXANDRIA 4101 EISENHOWER AVE ALEXANDRIA VA 22304 NONE PUBLIC CHARITY UNRESTRICTED 2000 CAMPAGNA CENTER 418 SOUTH WASHINGTON STREET ALEXANDRIA VA 22314 NONE PUBLIC CHARITY UNRESTRICTED 10000 CARPENTERS SHELTER 930 N HENRY STREET ALEXANDRIA VA 22314 NONE PUBLIC CHARITY UNRESTRICTED 5000 CENTER FOR ALEXANDRIA'S CHILDREN 1900 N BEAUREGARD ST 200 ALEXANDRIA VA 22311 NONE PUBLIC CHARITY UNRESTRICTED 10483 CHILDREN & FAMILY NETWORK CENTER 3700 WHEELER AVENUE ALEXANDRIA VA 22304 NONE PUBLIC CHARITY UNRESTRICTED 17030 COMMUNITY LODGING 3912 ELBERT AVE SUITE 108 ALEXANDRIA VA 22305 NONE PUBLIC CHARITY UNRESTRICTED 5000 COMPUTER CORE 201 N UNION STREET SUITE 110 ALEXANDRIA VA 22314 NONE PUBLIC CHARITY UNRESTRICTED 1000 DUNBAR ALEXANDRIA-OLYMPIC BOYS & GIRLS CLUB 401 N PAYNE ST ALEXANDRIA VA 22314 NONE PUBLIC CHARITY UNRESTRICTED 1072 EVERY MOTHER COUNTS 333 HUDSON ST SUITE 1006 NEW YORK NY 10013 NONE PUBLIC CHARITY UNRESTRICTED 1023 FREE THE GIRLS 1552 PIONEER TRAIL CHESTERTON IN 46304 NONE PUBLIC CHARITY UNRESTRICTED 2000 FRIENDS OF GUEST HOUSE 1 EAST LUREY AVENUE ALEXANDRIA VA 22301 NONE PUBLIC CHARITY UNRESTRICTED 4010 GARDEN CLUB OF VA 12 EAST FRANKLIN STREET RICHMOND VA 23219 NONE PUBLIC CHARITY UNRESTRICTED 500 GIVEBUTTERMARTHAS FARM ANIMAL SANCTUARY SANTA ROSA ROAD BUELLTON CA 93427 NONE PUBLIC CHARITY UNRESTRICTED 1150 GLADNEY CENTER FOR ADOPTION 6300 JOHN RYAN DRIVE FORT WORTH TX 76132 NONE PUBLIC CHARITY UNRESTRICTED 15000 HABITAT FOR HUMANITY 121 HABITAT STREET AMERICUS GA 31709 NONE PUBLIC CHARITY UNRESTRICTED 6000 HEALTHY PEOPLE 5407 JOHNSON DRIVE MISSION KS 66205 NONE PUBLIC CHARITY UNRESTRICTED 5000 HOMEWARD TRAILS ADOPTION CENTER 11116 FAIRFAX STATION RD FAIRFAX STATION VA 22039 NONE PUBLIC CHARITY UNRESTRICTED 5150 INOVA ALEXANDRIA HOSPITAL FOUNDATION 4320 SEMINARY ROAD ALEXANDRIA VA 22304 NONE HOSPITAL UNRESTRICTED 5000 KU ENDOWMENT 1891 CONSTANT AVE LAWRENCE KS 66047 NONE EDUCATIONAL ORG. UNRESTRICTED 1000 LOS ANGELES LGBT CENTER 1118 N MCCADDEN PL LOS ANGELES CA 90038 NONE PUBLIC CHARITY UNRESTRICTED 1030 MADD 511 E JOHN CARPENTER FREEWAY IRVING TX 75062 NONE PUBLIC CHARITY UNRESTRICTED 500 MAUI NUI MARINE RESOURCE COUNCIL PO BOX 331204 KAHULUI HI 96733 NONE PUBLIC CHARITY UNRESTRICTED 1000 MEETING HOUSE COOPERATIVE PRESC 323 S FAIRFAX STREET ALEXANDRIA VA 22314 NONE PUBLIC CHARITY UNRESTRICTED 3000 MERLIN TUTTLES BAT CONSERVATION 5000 MISSION OAKS BLVD 41 AUSTIN TX 78735 NONE PUBLIC CHARITY UNRESTRICTED 500 MOTHER OF LIGHT CENTER 421 CLIFFORD AVE ALEXANDRIA VA 22305 NONE PUBLIC CHARITY UNRESTRICTED 500 NATIONAL COUNCIL FOR ADOPTION 225 N WASHINGTON STREET ALEXANDRIA VA 22314 NONE PUBLIC CHARITY UNRESTRICTED 5206 OAKWOOD SCHOOL 7210 BRADDOCK ROAD ANNANDALE VA 22003 NONE EDUCATIONAL ORG. UNRESTRICTED 1550 PACIFIC MARINE MAMMAL CENTER 20612 LAGUNA CANYON RD LAGUNA BEACH CA 92651 NONE PUBLIC CHARITY UNRESTRICTED 1030 PLAN INTERNATIONAL USA 155 PLAN WAY WARWICK RI 02886 NONE PUBLIC CHARITY UNRESTRICTED 2016 PLANNED PARENTHOOD PO BOX 97166 WASHINGTON DC 200907166 NONE PUBLIC CHARITY UNRESTRICTED 1000 REEF 98300 OVERSEAS HWY KEY LARGO FL 33037 NONE PUBLIC CHARITY UNRESTRICTED 1021 REHOBOTH BEACH VOLUNTEER FIRE 219 REHOBOTH AVENUE REHOBOTH BEACH DE 19971 NONE PUBLIC CHARITY UNRESTRICTED 500 SCHOLARSHIP FUND OF ALEXANDRIA 3330 KING STREET ALEXANDRIA VA 22302 NONE PUBLIC CHARITY UNRESTRICTED 4000 SPACE OF HER OWN INC 520 KING STREET 100 ALEXANDRIA VA 22314 NONE PUBLIC CHARITY UNRESTRICTED 1072 ST PAUL'S EPISCOPAL CHURCH 228 S PITT ST ALEXANDRIA VA 22314 NONE RELIGIOUS ORG UNRESTRICTED 3575 TALL SHIP PROVIDENCE FDN 1A PRINCE ST ALEXANDRIA VA 22314 NONE PUBLIC CHARITY UNRESTRICTED 5100 UNICEF USA 1775 K ST NW 360 WASHINGTON DC 20006 NONE PUBLIC CHARITY UNRESTRICTED 523 VELOCITY BICYCLE COOPERATIVE 2111 MT VERNON AVENUE ALEXANDRIA VA 22301 NONE PUBLIC CHARITY UNRESTRICTED 5000 WORLD CENTRAL KITCHEN PO BOX 96538 WASHINGTON DC 20001 NONE PUBLIC CHARITY UNRESTRICTED 5000 162153 0 14 287 18 30574 0 30861 0 30861 0 0 0 0 0 0 0 0 0 0 X X 1 CALVERT AND SALLY SIMMONS 310 STRAND ST UNIT 507 ALEXANDRIA VA 22314 107803 X 1 228 SH CARDINAL HEALTH, 354 SH COGNIZANT TECH SOLUTIONS, 23 SH 1ST CITIZ BANCSHS, 551 SH SANOFI ADR 107803 2023-12-20 ACCOUNTING FEES 8720 0 0 BERKSHIRE HATHAWAY 1.000 SH 691180 691180 STATE REGISTRATION FEE 25 0 0 UNREALIZED GAIN ON INVESTMENTS IN CURRENT YEAR 131718