2016-06-30T09:00:46-05:00 2015-12-31 521446779 JOHNSON LAMBERT LLP 4242 SIX FORKS RD STE 1500 RALEIGH NC 27609 990 2015-01-01 521591398 CALVERT SOCIAL INVESTMENT FOUNDATION INC CALV 8002480337 7315 WISCONSIN AVENUE NO 1000W BETHESDA MD 20814 DEREK STROCHER CFO 8002480337 2016-06-30 1 JOHN HUSKINS P01081531 9197196400 2016-06-30 2015 2016-09-27 15:27:22Z JENNIFER PRYCE 7315 WISCONSIN AVENUE NO 1000W BETHESDA MD 20814 19264950 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. 10 10 43 11 0 0 6637103 5443984 9761373 9806386 920962 922496 126745 123966 17446183 16296832 3007389 3052091 0 0 3811659 4291032 0 0 218531 7861377 8222625 14680425 15565748 2765758 731084 293667529 315190271 263793268 285234258 29874261 29956013 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 9246272 9308568 CALVERT COMMUNITY INVESTMENT NOTES BRING TOGETHER THE FINANCIAL BENEFITS OF AN INVESTMENT AND THE SOCIAL IMPACT OF A CHARITABLE DONATION. 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 AFFORDABLE HOUSING, SMALL BUSINESSES, MICROENTERPRISES AROUND THE WORLD, AND OTHER HIGH SOCIAL IMPACT INITIATIVES. 3052091 3052091 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. 453693 497818 CALVERT FOUNDATION'S ADVISORY SERVICES PROGRAM, COMMUNITY INVESTMENT PARTNERS (CIP), ADMINISTERS COMMUNITY INVESTMENT PROGRAM ASSETS FOR FAMILY FOUNDATIONS, FAITH-BASED INSTITUTIONS, SOCIALLY RESPONSIBLE BUSINESSES AND OTHER ORGANIZATIONS SEEKING TO CHANNEL CAPITAL TO COMMUNITY PROJECTS IN AN EFFICIENT, DISCIPLINED AND RECOVERABLE MANNER. CIP HELPS THESE GROUPS SUPPORT OR INITIATE PROGRAMS THAT FINANCE AFFORDABLE HOMES, FUND SMALL AND MICRO-BUSINESSES, AND MAKE ESSENTIAL COMMUNITY SERVICES AVAILABLE. 12752056 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 2014 0 1 43 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 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 LA 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 SHARI BERENBACK DIRECTOR 1.00 X 0 0 0 MARGARET CLARK DIRECTOR 1.00 X 0 0 0 MARY HOUGHTON DIRECTOR 1.00 X 0 0 0 JOSH MAILMAN DIRECTOR 1.00 X 0 0 0 TERRANCE J MOLLNER DIRECTOR & GOVERNANCE COMMITTEE CHAIR 1.00 X 0 0 0 KATHY STEARNS DIRECTOR & INVESTMENT COMMITTEE CHAIR 1.00 X 0 0 0 JOHN G GUFFEY JR DIRECTOR & FINANCE COMMITTEE CHAIR 1.00 X 0 0 0 D WAYNE SILBY DIRECTOR & AUDIT COMMITTEE CHAIR 1.00 X 0 0 0 JOHN STREUR DIRECTOR FROM 1/2015 1.00 X 0 0 0 FREDERICK HARVEY CHAIRMAN 1.00 X X 0 0 0 JENNIFER PRYCE PRESIDENT & CEO 40.00 X 219742 0 28194 DEREK STROCHER CHIEF FINANCIAL OFFICER 40.00 X 207452 0 3985 JUSTIN CONWAY SECRETARY, PRESIDENT OF CIP 40.00 X 153176 0 5830 HUMPHREY MENSAH DEPUTY CFO THRU 8/2015 40.00 X 137785 0 17999 LAURI MICHEL VICE PRESIDENT, RISK MANAGEMENT 40.00 X 140709 0 32965 CATHERINE GODSCHALK VICE PRESIDENT, LENDING 40.00 X 126057 0 21702 MARGOT KANE VICE PRESIDENT, STRATEGY 40.00 X 120143 0 14844 XINEWEI DONG DIRECTOR OF ACCOUNTING AND FINANCE 40.00 X 109406 0 4061 ANDREW SCHLAK DIRECTOR, INVESTMENTS 40.00 X 107538 0 4026 1322008 0 133606 10 0 1 0 MICRO VEST CAPITAL MANAGEMENT 7315 WISCONSIN AVE SUITE 300W BETHESDA MD 20814 DUE-DILIGENCE SERVICE 284835 DO GOOD BETTER LLC PO BOX 77453 WASHINGTON DC 20013 VIDEO AND PRODUCTION 129244 ORRICK HERRINGTON & SUTELIFFE 4619 SOLUTIONS CENTER CHICAGO IL 60677 LEGAL SERVICES 106911 3 1196572 4247412 851412 5443984 CALVERT COMMUNITY INVESTMENT NOTE 900099 9137779 9137779 COMMUNITY INVESTMENT PARTNERS 900099 497818 497818 IAFGP 900099 170789 170789 9806386 877785 877785 3012829 2968118 44711 44711 44711 SUBLEASE INCOME 900099 123966 123966 123966 16296832 9806386 0 1046462 3052091 3052091 774163 541907 193547 38709 2642921 1850045 660730 132146 207813 145469 51953 10391 412842 288894 103289 20659 253293 253293 252999 202399 50600 95105 80966 14181 -42 978409 832949 145894 -434 26277 23914 2363 336073 254812 71212 10049 320122 280167 39955 638604 95791 542813 222460 177969 44491 141061 126955 7053 7053 4195072 4195072 332007 332007 24337 24337 PROVISION FOR LOAN LOSS 517996 517996 ADMINISTRATIVE FEES 42170 42170 DUES & SUBSCRIPTIONS 35144 29872 5272 COMMISSIONS 28686 28686 36103 26102 10001 15565748 12752056 2595161 218531 10870558 12421528 49831576 35980680 111017 850116 745911 4389856 277898 277898 573475 601331 2443836 1584738 1224067 859098 10995712 9865622 215817938 246423635 3219377 3520507 293667529 315190271 2590808 2604605 261151639 282483468 50821 146185 263793268 285234258 X 28912677 29114629 774013 653813 187571 187571 29874261 29956013 293667529 315190271 731084 -649332 0 X 0 1 X 1 1 1 X 10268467 6428345 4256380 6637103 5443984 33034279 10268467 6428345 4256380 6637103 5443984 33034279 3801340 29232939 693798 460922 160326 693397 877785 2886228 264950 150000 11862 126745 123966 677523 36598030 44583507 0.79880 0.75500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 268 2129286 3102604 15444129 1 1 253723 75682 178041 2190113 1509056 681057 859098 LOAN FUND 23871951 C NOTES RECEIVABLE 214492896 F MISSION PLUS PLACEMENTS 1904966 F DUE FROM LIMITED PARTNERSHIPS 6139360 F INVESTMENT IN LIMITED PARTNERSHIPS 14462 F 246423635 DEFERRED RENT 146185 146185 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, 2015. EAST ASIA AND THE PACIFIC 0 0 INVESTMENTS LOANS 5000000 MIDDLE EAST AND NORTH AFRICA 0 0 INVESTMENTS LOANS AND EQUITY 1891667 RUSSIA AND NEIGHBORING STATES 0 0 INVESTMENTS LOANS 1500000 SOUTH AMERICA 0 0 INVESTMENTS LOANS AND EQUITY 4511046 SOUTH ASIA 0 0 INVESTMENTS LOANS 3600000 SUB-SAHARAN AFRICA 0 0 INVESTMENTS LOANS 500000 0 0 0 0 0 0 17002713 0 17002713 0 0 1 0 1 0 1 UNIVERSITY OF WASHINGTON FOUNDATION 4333 BROOKLYN AVE NE SEATTLE WA 98195 943079432 501(C)(3) 250000 GENERAL OPERATING SUPPORT COMMUNITY PARTNERS 1000 NORTH ALAMEDA ST SUITE 240 LOS ANGELES CA 90012 954302067 501(C)(3) 201776 GENERAL OPERATING SUPPORT ONE SPIRIT PO BOX 3209 RAPID CITY SD 57709 263592983 501(C)(3) 119840 GENERAL OPERATING SUPPORT MARK MAKING PO BOX 4271 CHATTANOOGA TN 37405 262959326 501(C)(3) 100000 GENERAL OPERATING SUPPORT ST RICHARD'S SCHOOL 3243 N MERIDIAN ST INDIANAPOLIS IN 46208 201167452 501(C)(3) 100000 GENERAL OPERATING SUPPORT ANNANDALE ATOMS BOOSTER CLUB PO BOX 1283 ANNANDALE VA 22003 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530242652 501(C)(3) 6800 GENERAL OPERATING SUPPORT WOUNDED WARRIORS PROJECT PO BOX 758517 TOPEKA KS 66675 202370934 501(C)(3) 6750 GENERAL OPERATING SUPPORT MAKE THE ROAD NEW YORK 301 GROVE ST BROOKLYN NY 11237 113344389 501(C)(3) 6500 GENERAL OPERATING SUPPORT MISHKAN SHALOM 4101 FREELAND AVE PHILADELPHIA PA 19128 232518433 501(C)(3) 6500 GENERAL OPERATING SUPPORT THE FIRST CHURCH OF CHRIST SCIENTIST SUNNYVALE 1575 ALBATROSS DR SUNNYVALE CA 94087 042254742 501(C)(3) 6500 GENERAL OPERATING SUPPORT FELLOWSHIP BIBLE CHURCH 16391 CHILLICOTHE RD CHAGRIN FALLS OH 44023 341204716 501(C)(3) 6400 GENERAL OPERATING SUPPORT DOCTORS WITHOUT BORDERS PO BOX 5030 HAGERSTOWN MD 21741 133433452 501(C)(3) 6250 GENERAL OPERATING SUPPORT RESIST INC 259 ELM ST SUITE 201 SOMERVILLE MA 02144 042433182 501(C)(3) 6000 GENERAL OPERATING SUPPORT SHEEPSCOT VALLEY CONSERVATION ASSOCIATION 624 SHEEPSCOT ROAD NEWCASTLE ME 04553 222658964 501(C)(3) 6000 GENERAL OPERATING SUPPORT 7 DIRECTIONS ENVIRONMENTAL NETWORK 125 N MAIN ST SUITE 500 BLACKSBURG VA 24060 462945006 501(C)(3) 6000 GENERAL OPERATING SUPPORT EAST BAY SCHOOL FOR BOYS 2340 DURANT AVENUE BERKELEY CA 94704 270583382 501(C)(3) 6000 GENERAL OPERATING SUPPORT WESTERN STATES CENTER PO BOX 40305 PORTLAND OR 97240 930952137 501(C)(3) 6000 GENERAL OPERATING SUPPORT WEBSTER UNITED METHODIST CHURCH PO BOX 87 WEBSTER FL 33597 592496205 501(C)(3) 5966 GENERAL OPERATING SUPPORT HOLY FAMILY PARISH 11 SPARHAWK ST AMESBURY MA 01913 042106219 501(C)(3) 5500 GENERAL OPERATING SUPPORT TOXICS ACTION CENTER 142 HIGH ST SUITE 624 PORTLAND ME 04101 043211693 501(C)(3) 5500 GENERAL OPERATING SUPPORT MAINE CONSERVATION VOTERS 295 WATER ST SUITE 9 AUGUSTA ME 04330 113399458 501(C)(4) 5500 GENERAL OPERATING SUPPORT BISHOP MCCORT HIGH SCHOOL 25 OSBORNE ST JOHNSTOWN PA 15904 250969456 501(C)(3) 5500 GENERAL OPERATING SUPPORT FRIENDS OF THE LOS ANGELES RIVER 570 W AVENUE 26 SUITE 250 LOS ANGELES CA 90065 954171497 501(C)(3) 5500 GENERAL OPERATING SUPPORT TACOMA URBAN LEAGUE 2550 S YAKIMA AVE TACOMA WA 98405 910826302 501(C)(3) 5250 GENERAL OPERATING SUPPORT HABITAT FOR HUMANITY INTERNATIONAL INC 121 HABITAT ST AMERICUS GA 31709 911914868 501(C)(3) 5100 GENERAL OPERATING SUPPORT GENERAL OPERATING SUPPORT 100 2 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 1 0 0 0 0 0 0 0 0 JENNIFER PRYCE PRESIDENT & CEO 212382 0 0 0 7360 0 9086 0 19108 0 247936 0 0 0 DEREK STROCHER CHIEF FINANCIAL OFFICER 199334 0 0 0 8118 0 3985 0 0 0 211437 0 0 0 JUSTIN CONWAY SECRETARY, PRESIDENT OF CIP 145187 0 0 0 7989 0 5830 0 0 0 159006 0 0 0 HUMPHREY MENSAH DEPUTY CFO THRU 8/2015 99351 0 0 0 38434 0 5585 0 12414 0 155784 0 0 0 LAURI MICHEL VICE PRESIDENT, RISK MANAGEMENT 140709 0 0 0 0 0 5796 0 27169 0 173674 0 0 0 PART I, LINE 4A HUMPHREY MENSAH RECEIVED A SEVERANCE PAYMENT OF $30,000 DURING 2015. X 26 851412 FMV 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 B, LINE 11 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 2015. 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. FPIF FEEDER FUND GP LLC 7315 WISCONSIN AVE SUITE 1100W BETHESDA MD 20814 473598901 INVESTMENT MANAGEMENT MD -317 5987 CALVERT SOCIAL INVESTMENT FOUNDATION INC IAF GP LLC 7315 WISCONSIN AVE SUITE 1100W BETHESDA MD 20814 474773208 INVESTMENT MANAGEMENT MD 170789 180789 CALVERT SOCIAL INVESTMENT FOUNDATION INC FPIF FEEDER FACILITY LP 7315 WISCONSIN AVE SUITE 1100W BETHESDA MD 20814 474690149 INVESTMENT MANAGEMENT MD FPIF FEEDER FUND GP LLC 0 0 INTER AMERICAN OPPORTUNITY FACILITY LP 7315 WISCONSIN AVE SUITE 1100W BETHESDA MD 20814 474694070 INVESTMENT MANAGEMENT ME IAF GP LLC 0 0 COMMUNITY INVESTMENT PARTNERS INC 7315 WISCONSIN AVE 11TH FLOOR BETHESDA MD 20814 272461977 PROMOTION OF COMMUNITY INVESTMENT MD N/A C 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 453693 FAIR MARKET VALUE