2017-09-27T12:46:32-05:00 2016-12-31 521446779 JOHNSON LAMBERT LLP 4242 SIX FORKS RD STE 1500 RALEIGH NC 27609 990 2016-01-01 521591398 CALVERT SOCIAL INVESTMENT FOUNDATION INC CALV 8002480337 7315 WISCONSIN AVENUE NO 1000W BETHESDA MD 20814 DEREK STROCHER CFO 8002480337 2017-09-27 1 JOHN HUSKINS P01081531 9197196400 2017-09-27 66.77.128.118 2017-09-27 13:46:00 ED P E92EC12878E6ED9F107DFBFC32DE29E76F0C1F5F E92EC12878E6ED9F107DFBFC32DE29E76F0C1F5F 2016 2021-01-29 14:40:06Z JENNIFER PRYCE 7315 WISCONSIN AVENUE NO 1000W BETHESDA MD 20814 28439328 0 X WWW.CALVERTFOUNDATION.ORG X 1988 MD THE CALVERT SOCIAL INVESTMENT FOUNDATION, INC. WORKS TO MAXIMIZE THE FLOW OF CAPITAL TO COMMUNITY DEVELOPMENT ORGANIZATIONS FOR THE BENEFIT OF UNDERSERVED COMMUNITIES AND INDIVIDUALS TO ACHIEVE A MORE EQUITABLE AND SUSTAINABLE SOCIETY. 11 11 47 12 292016 287420 5443984 7488899 9806386 11966068 922496 196838 123966 114039 16296832 19765844 3052091 2275081 0 0 4291032 4367295 0 0 378280 8222625 11171963 15565748 17814339 731084 1951505 315190271 368857156 285234258 351612469 29956013 17244687 THE CALVERT SOCIAL INVESTMENT FOUNDATION, INC. WORKS TO MAXIMIZE THE FLOW OF CAPITAL TO COMMUNITY DEVELOPMENT ORGANIZATIONS FOR THE BENEFIT OF UNDERSERVED COMMUNITIES AND INDIVIDUALS TO ACHIEVE A MORE EQUITABLE AND SUSTAINABLE SOCIETY. 0 0 13618756 11966068 CALVERT FOUNDATION'S COMMUNITY INVESTMENT NOTES ARE DEBT SECURITIES THAT HELP TO CHANNEL INVESTOR CAPITAL TO HIGH-IMPACT COMMUNITY DEVELOPMENT INITIATIVES. EACH AND EVERY DOLLAR INVESTED IN THE NOTE IS PLACED IN A DIVERSIFIED LOAN POOL WITH THE OBJECTIVE OF EARNING BOTH A FINANCIAL AND A SOCIAL RETURN. THE CAPITAL RAISED THROUGH THE NOTES DIRECTLY SUPPORTS THE FINANCING NEEDS OF DOMESTIC AND INTERNATIONAL COMMUNITY DEVELOPMENT ORGANIZATIONS, PROJECTS, FUNDS, AND OTHER SOCIAL ENTERPRISES. 2275081 2275081 CALVERT GIVING FUND IS AN INNOVATIVE DONOR ADVISED FUND THAT LEVERAGES THE POWER OF IMPACT INVESTING TO PUT MORE MONEY TO WORK FOR SOCIAL AND ENVIRONMENTAL BENEFIT. ORGANIZATIONS, FAMILIES OR INDIVIDUALS ESTABLISH AN ACCOUNT WITH AN INITIAL TAX-DEDUCTIBLE CONTRIBUTION TO THE GIVING FUND. THE CONTRIBUTION IS INVESTED IN SOCIAL IMPACT ORGANIZATIONS ALLOWING DONORS TO RECOMMEND GRANTS TO QUALIFIED NONPROFIT ORGANIZATION OVER AN EXTENDED PERIOD OF TIME. 15893837 1 1 0 0 0 1 0 0 0 0 1 0 1 0 1 1 0 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 1928 0 1 47 1 1 1 1 IN 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 1 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 AK AL AR CA CO CT FL GA HI IL KS KY MA MD ME MI MN MS NC ND NH NJ NM NY OH OR PA RI SC TN UT VA WA WI WV X X DEREK STROCHER 8002480337 7315 WISCONSIN AVENUE SUITE 1000W BETHESDA MD 20814 JOHN G GUFFEY JR DIRECTOR & FINANCE COMMITTEE CHAIR 1.00 X 0 0 0 TERRANCE J MOLLNER DIRECTOR & GOVERNANCE COMMITTEE CHAIR 1.00 X 0 0 0 D WAYNE SILBY DIRECTOR & AUDIT COMMITTEE CHAIR 1.00 X 0 0 0 KATHY STEARNS DIRECTOR & INVESTMENT COMMITTEE CHAIR 1.00 X 0 0 0 JOHN STREUR DIRECTOR 1.00 X 0 0 0 ARON BETRU DIRECTOR FROM 6/2016 1.00 X 0 0 0 KIM JOHNSON DIRECTOR FROM 9/2016 1.00 X 0 0 0 PHIL KIRSHMAN DIRECTOR FROM 9/2016 1.00 X 0 0 0 DECKER ROLPH DIRECTOR FROM 3/2016 1.00 X 0 0 0 JAIME YORDAN DIRECTOR FROM 9/2016 1.00 X X 0 0 0 SHARI BERENBACK DIRECTOR THRU 2/2016 1.00 X X 0 0 0 MARY HOUGHTON DIRECTOR THRU 12/2016 1.00 X X 0 0 0 FREDERICK HARVEY CHAIRMAN 1.00 X 0 0 0 JENNIFER PRYCE PRESIDENT & CEO 40.00 X 252223 0 50742 DEREK STROCHER CHIEF FINANCIAL OFFICER 40.00 X 232049 0 17527 JUSTIN CONWAY SECRETARY, PRESIDENT OF CIP 40.00 X 171449 0 13184 LAURI MICHEL VP RISK MANAGEMENT 40.00 X 154625 0 46146 CATHERINE GODSCHALK VP, LENDING 40.00 X 146677 0 43330 ELIZABETH BAFFORD DIRECTOR, INVESTMENTS 40.00 X 123545 0 16724 JENNY DONG ACCOUNTING MANAGER 40.00 X 114860 0 8313 SHEILA SAXTON DIRECTOR, PORTFOLIO ADMINISTRATION 40.00 X 114851 0 19285 ANN DOBBYN VP, CONTROLLER 40.00 X 111901 0 13244 1422180 0 228495 11 0 1 0 MICROVEST CAPITAL MANAGEMENT 7514 WISCONSIN AVE SUITE 300W BETHESDA MD 20814 PORTFOLIO MANAGEMENT 249741 DANIEL J EDELMAN INC 21992 NETWORK PL CHICAGO IL 60673 CONSULTING 230250 QWINIX TECHNOLOGIES INC 5350 S ROSLYN ST 306 GREENWOOD VILLAGE CO 80111 INFORMATION TECHNOLOGY 206542 DIGITAL KITCHEN LLC 720 3RD AVE SUITE 800 SEATTLE WA 98104 MARKETING 190920 BRITTENFORD SYSTEMS 12359 SUNRISE VALLEY DR SUITE 130 RESTON VA 20191 INFORMATION TECHNOLOGY 138713 8 41 7488858 3280087 7488899 CALVERT COMMUNITY INVESTMENTS 900099 11911830 11911830 SERVICE FEE INCOME 900099 42960 42960 IAFGP 900099 11278 11278 11966068 377690 292016 85674 8492632 8673484 -180852 -180852 -180852 SUBLEASE INCOME 900099 114039 114039 114039 19765844 11966068 292016 18861 2275081 2275081 937945 656561 234487 46897 2757415 1930190 689354 137871 156075 109252 39019 7804 276241 193367 69061 13813 239619 239619 370202 296161 74041 111902 95117 16785 775552 659219 116333 17688 16858 830 312911 219382 83111 10418 513768 451231 62537 577713 86657 491056 306672 245338 30667 30667 574905 517413 28746 28746 4747314 4747314 348697 348697 47623 47623 PROVISION FOR LOAN LOSS 1845507 1845507 MISCELLANEOUS 446370 446370 DUES & SUBSCRIPTIONS 81770 69504 12266 ADMINISTRATIVE FEES 40957 40957 52412 1479685 -1529337 102064 17814339 15893837 1542222 378280 12421528 39826690 35980680 17147735 850116 12787 4389856 1064820 277898 0 601331 357766 1912095 1316923 859098 595172 9865622 1897392 246423635 304347970 3520507 3606824 315190271 368857156 2604605 3000984 282483468 347344388 146185 1267097 285234258 351612469 X 29114629 15063333 653813 1993783 187571 187571 29956013 17244687 315190271 368857156 X 1951505 -196653 -14466178 X 0 1 X 1 0 X 6428345 4256380 6637103 5443984 7488899 30254711 6428345 4256380 6637103 5443984 7488899 30254711 4923915 25330796 460922 160326 693397 773260 85674 2173579 103025 288420 391445 150000 11862 126745 123966 114039 526612 33346347 48224710 0.75960 0.79880 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FEE INCOME - 2013 AMOUNT: $ 11,862. 2014 AMOUNT: $ 1,086. SUBDEBT RELINQUISHED - 2012 AMOUNT: $ 150,000. SUBLEASE INCOME - 2014 AMOUNT: $ 112,612. 2015 AMOUNT: $ 123,966. 2016 AMOUNT: $ 114,039. RETURNED GRANTS - 2014 AMOUNT: $ 13,047. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 982589 2275081 0 1 1 253723 107397 146326 1658372 1209526 448846 595172 LOAN FUND 22348741 C NOTES RECEIVABLE 268593474 F MISSION PLUS PLACEMENTS 1707143 F DUE FROM LIMITED PARTNERSHIPS 11659279 F INVESTMENT IN LIMITED PARTNERSHIPS 39333 F 304347970 DEFERRED RENT 150269 DERIVATIVE CONTRACT 1113703 DUE TO RELATED PARTY 3125 1267097 X PART X, LINE 2: MANAGEMENT HAS CONCLUDED THAT THE FOUNDATION HAS PROPERLY MAINTAINED ITS EXEMPT STATUS AND THAT THERE ARE NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2016. EAST ASIA AND THE PACIFIC 0 0 INVESTMENTS LOANS 8000000 NORTH AMERICA 0 0 INVESTMENTS LOANS 1277201 RUSSIA AND NEIGHBORING STATES 0 0 INVESTMENTS LOANS 1500000 SOUTH AMERICA 0 0 INVESTMENTS LOANS 4644485 SOUTH ASIA 0 0 INVESTMENTS LOANS 15840028 SUB-SAHARAN AFRICA 0 0 INVESTMENTS LOANS 2856190 SUB-SAHARAN AFRICA 0 0 INVESTMENTS EQUITY 72725 0 0 0 0 0 0 34190629 0 34190629 1 0 1 1 1 0 1 SCHWAB CHARITABLE FUND 211 MAIN ST FLOOR 10 SAN FRANCISCO CA 94105 311640316 501(C)(3) 194819 GENERAL OPERATING SUPPORT CLIMATE RESOLVE 525 S HEWITT ST LOS ANGELES CA 90013 464736278 501(C)(3) 133275 GENERAL OPERATING SUPPORT INTERFAITH COMMUNITY SANCTUARY 1763 NW 62ND SEATTLE WA 98107 237059922 501(C)(3) 121900 GENERAL OPERATING SUPPORT ALLIANCE FOR COMMUNITIES IN ACTION 356 GOLFVIEW RD SUITE 1205 NORTH PALM BEACH FL 33408 521234241 501(C)(3) 100000 GENERAL OPERATING SUPPORT AMERICAN ENDOWMENT FOUNDATION 1521 GEORGETOWN RD SUITE 104 HUDSON OH 44236 341747398 501(C)(3) 99000 GENERAL OPERATING SUPPORT 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501(C)(3) 8000 GENERAL OPERATING SUPPORT CISPES EDUCATION FUND 1525 NEWTON ST NW WASHINGTON DC 20010 521481003 501(C)(3) 8000 GENERAL OPERATING SUPPORT INSTITUTE FOR POLICY STUDIES 1112 16TH ST NW SUITE 600 WASHINGTON DC 20036 520788947 501(C)(3) 7500 GENERAL OPERATING SUPPORT REED COLLEGE 3203 SE WOODSTOCK BLVD PORTLAND OR 97202 930386908 501(C)(3) 7500 GENERAL OPERATING SUPPORT AMERICAN CANCER SOCIETY INC 2120 1ST AVE N SEATTLE WA 98109 131788491 501(C)(3) 7001 GENERAL OPERATING SUPPORT FONKOZE USA 1718 CONNECTICUT AVE NW SUITE 201 WASHINGTON DC 20009 522022113 501(C)(3) 7000 GENERAL OPERATING SUPPORT THE FIRST CHURCH OF CHRIST SCIENTIST 210 MASSACHUSETTS AVE BOSTON MA 02115 042254742 501(C)(3) 6800 GENERAL OPERATING SUPPORT UNITARIAN UNIVERSALIST CHURCH OF BERKELEY 1 LAWSON RD KENSINGTON CA 94707 941279813 501(C)(3) 6800 GENERAL OPERATING SUPPORT ATONEMENT LUTHERAN CHURCH 2132 DECKNER AVE GREEN BAY WI 54302 411568278 501(C)(3) 6420 GENERAL OPERATING SUPPORT US HOLOCAUST MEMORIAL MUSEUM 100 RAOUL WALLENBERG PL SW WASHINGTON DC 20024 521309391 501(C)(3) 6350 GENERAL OPERATING SUPPORT CARRABASSETT VALLEY ACADEMY 3197 CARRABASSETT VALLEY DR CARRABASSETT VALLEY ME 04947 010384633 501(C)(3) 6000 GENERAL OPERATING SUPPORT FORDHAM PREPARATORY SCHOOL 441 E FORDHAM RD BRONX NY 10458 132660346 501(C)(3) 6000 GENERAL OPERATING SUPPORT TOXICS ACTION CENTER 142 HIGH ST SUITE 624 PORTLAND ME 04101 043211693 501(C)(3) 6000 GENERAL OPERATING SUPPORT GLOBAL RESOURCE ALLIANCE INC 963 OSO RD OJAI CA 93023 043677200 501(C)(3) 6000 GENERAL OPERATING SUPPORT WHITE EARTH LAND RECOVERY PROJECT CO HONOR THE EARTH 607 MAIN ST CALLAWAY MN 56521 411673625 501(C)(3) 6000 GENERAL OPERATING SUPPORT PAINTED DESERT DEMONSTRATION PROJECTS INC PO BOX 967 KYKOTSMOVI VILLAGE AZ 86039 860710679 501(C)(3) 6000 GENERAL OPERATING SUPPORT WESTERN STATES CENTER PO BOX 40305 PORTLAND OR 97240 930952137 501(C)(3) 6000 GENERAL OPERATING SUPPORT AMERICAN DIABETES ASSOCIATION 1701 N BEAUREGARD ST ALEXANDRIA VA 22311 131623888 501(C)(3) 5751 GENERAL OPERATING SUPPORT AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVE DALLAS TX 75231 135613797 501(C)(3) 5751 GENERAL OPERATING SUPPORT MAINE CONSERVATION VOTERS 295 WATER ST SUITE 9 AUGUSTA ME 04330 113399458 501(C)(4) 5500 GENERAL OPERATING SUPPORT STUDENT CONSERVATION ASSOCIATION INC 689 RIVER RD CHARLESTOWN NH 03603 910880684 501(C)(3) 5250 GENERAL OPERATING SUPPORT GENERAL OPERATING SUPPORT GENERAL OPERATING SUPPORT GENERAL OPERATING SUPPORT GENERAL OPERATING SUPPORT GENERAL OPERATING SUPPORT GENERAL OPERATING SUPPORT GENERAL OPERATING SUPPORT GENERAL OPERATING SUPPORT GENERAL OPERATING SUPPORT GENERAL OPERATING SUPPORT GENERAL OPERATING SUPPORT GENERAL OPERATING SUPPORT GENERAL OPERATING SUPPORT GENERAL OPERATING SUPPORT GENERAL OPERATING SUPPORT GENERAL OPERATING SUPPORT GENERAL OPERATING SUPPORT GENERAL OPERATING SUPPORT GENERAL OPERATING SUPPORT GENERAL OPERATING SUPPORT GENERAL OPERATING SUPPORT GENERAL OPERATING SUPPORT GENERAL OPERATING SUPPORT GENERAL OPERATING SUPPORT GENERAL OPERATING SUPPORT GENERAL OPERATING SUPPORT GENERAL OPERATING SUPPORT GENERAL OPERATING SUPPORT GENERAL OPERATING SUPPORT GENERAL OPERATING SUPPORT GENERAL OPERATING SUPPORT GENERAL OPERATING SUPPORT GENERAL OPERATING SUPPORT GENERAL OPERATING SUPPORT 68 1 PART I, LINE 2: DOMESTIC GRANTMAKING DONE THROUGH THE DONOR ADVISED FUND PROGRAM SERVICE IS LIMITED TO CHARITABLE ORGANIZATIONS THAT ARE TAX-EXEMPT UNDER IRS CODE SECTION 501(C)(3) AND ARE PUBLIC CHARITIES UNDER CODE SECTION 509(A). DUE DILIGENCE IS PERFORMED PRIOR TO ANY GRANT DISTRIBUTION TO VERIFY THE ELIGIBILITY STATUS OF THE RECIPIENT ORGANIZATION. AS NEEDED, EXPENDITURE RESPONSIBILITY IS EXERCISED TO ENSURE THAT GRANTS ARE BEING USED FOR INTENDED CHARITABLE PURPOSES. FOR GRANTMAKING OUTSIDE OF THE DONOR ADVISED FUND PROGRAM, ORGANIZATIONS SEEKING FUNDS FOR RURAL DEVELOPMENT SUBMIT PROPOSALS ONE YEAR IN ADVANCE AND THOSE ARE APPROVED BY THE INVESTMENT COMMITTEE AND A BUDGET FOR THE PROJECT IS ESTABLISHED. X X X 0 0 0 0 0 0 0 0 0 JENNIFER PRYCE PRESIDENT & CEO 247223 0 5000 0 0 0 21198 0 29544 0 302965 0 0 0 DEREK STROCHER CHIEF FINANCIAL OFFICER 217430 0 6500 0 8119 0 17383 0 144 0 249576 0 0 0 JUSTIN CONWAY SECRETARY, PRESIDENT OF CIP 156320 0 7500 0 7629 0 13098 0 86 0 184633 0 0 0 LAURI MICHEL VP RISK MANAGEMENT 148625 0 6000 0 0 0 13151 0 32995 0 200771 0 0 0 CATHERINE GODSCHALK VP, LENDING 139688 0 6500 0 489 0 12987 0 30343 0 190007 0 0 0 X 11 280087 FMV X FORGIVENESS OF DEBT 2 3000000 0 1 0 PART I, COLUMN (B): THE TOTAL NUMBER OF CONTRIBUTIONS MADE, RATHER THAN THE TOTAL NUMBER OF SHARES OF STOCK, IS BEING REPORTED. FORM 990, PART VI, SECTION A, LINE 4 THE FOUNDATION'S BYLAWS WERE AMENDED IN 2016 TO UPDATE MAXIMUM NUMBER OF DIRECTORS ON THE GOVERNING BODY AND TO DEFINE SET TERM LIMITS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO MANAGEMENT MEMBERS FOR REVIEW PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C CONFLICTS OF INTEREST ARE MONITORED BY A COMPLIANCE OFFICER AND ASSOCIATE WHO OVERSEE THE CONFLICT OF INTEREST POLICY. THE MEMBERS OF THE GOVERNING BODY ANNUALLY REPORT ANY CONFLICTS TO THE OFFICER WHO WILL NOTIFY THE AUDIT COMMITTEE TO ENFORCE THE POLICY. IN THE EVENT THAT A CONFLICT ARISES, THE MEMBER OF THE GOVERNING BODY WILL RECUSE THEMSELVES FROM VOTING ON ANY MATTER THAT APPLIES TO THE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 TO SET THE COMPENSATION OF TOP MANAGEMENT, WE HAVE RELIED ON COMPENSATION SURVEYS THAT HAVE BEEN PERFORMED BY SIMILAR ORGANIZATIONS. ALSO, WE REVIEW THE 990S AS POSTED BY GUIDESTAR TO REVIEW WHAT OTHERS ARE EARNING IN SIMILAR POSITIONS. THERE IS NO EXACT COMPARABLE COMPANY FOR CALVERT FOUNDATION SO WE CONSIDER WHAT OTHERS ARE MAKING AND ADJUST ACCORDINGLY. AS FOR THE PRESIDENT & CEO, THIS COMPENSATION IS SET BY THE EXECUTIVE COMMITTEE AND IT IS INFORMED BY THE SAME INFORMATION COLLECTED ABOVE. PRESIDENT & CEO COMPENSATION WAS LAST REVIEWED IN DECEMBER 2016. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S FINANCIAL STATEMENTS ARE AVAILABLE ON THE FOUNDATION'S WEBSITE. THE FOUNDATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: TRANSFER TO IMPACTASSETS, INC. -14,272,846. OTHER ADJUSTMENTS -193,332. FPIF FEEDER FUND GP LLC 7315 WISCONSIN AVE SUITE 1100W BETHESDA MD 20814 473598901 INVESTMENT MANAGEMENT MD 303 25987 CALVERT SOCIAL INVESTMENT FOUNDATION INC IAF GP LLC 7315 WISCONSIN AVE SUITE 1100W BETHESDA MD 20814 474773208 INVESTMENT MANAGEMENT MD 10905 191694 CALVERT SOCIAL INVESTMENT FOUNDATION INC THE FUNDED GUARANTEE GP LLC 7315 WISCONSIN AVE SUITE 1100W BETHESDA MD 20814 814213851 INVESTMENT MANAGEMENT MD 0 151515 CALVERT SOCIAL INVESTMENT FOUNDATION INC EQUITY FOR IMPACT GP LLC 7315 WISCONSIN AVE SUITE 1100W BETHESDA ME 20814 814226127 INVESTMENT MANAGEMENT MD 0 0 CALVERT SOCIAL INVESTMENT FOUNDATION INC EQUITY FOR IMPACT LP 7315 WISCONSIN AVE SUITE 1100W BETHESDA MD 20814 814385108 INVESTMENT MANAGEMENT MD EQUITY FOR IMPACT GP LLC 16667 0 0 FPIF FEEDER FACILITY LP 7315 WISCONSIN AVE SUITE 1100W BETHESDA MD 20814 474690149 INVESTMENT MANAGEMENT MD FPIF FEEDER FUND GP LLC -371 8737378 0 0 IMPACTASSETS FUNDED GUARANTEE LP 7315 WISCONSIN AVE SUITE 1100W BETHESDA MD 20814 814369255 INVESTMENT MANAGEMENT MD THE FUNDED GUARANTEE GP LLC 137 177672 0 0 INTER AMERICAN OPPORTUNITY FACILITY LP 7315 WISCONSIN AVE SUITE 1100W BETHESDA MD 20814 474694070 INVESTMENT MANAGEMENT MD IAF GP LLC -3704 2943533 0 0 COMMUNITY INVESTMENT PARTNERS INC 7315 WISCONSIN AVE 11TH FLOOR BETHESDA MD 20814 272461977 PROMOTION OF COMMUNITY INVESTMENT MD N/A C -105088 1363278 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 COMMUNITY INVESTMENT PARTNERS INC P 236757 FAIR MARKET VALUE