2015-05-13T14:34:00-05:00 2014-12-31 521446779 JOHNSON LAMBERT LLP 700 SPRING FOREST ROAD STE 115 RALEIGH NC 27609 990 2014-01-01 521591398 CALVERT SOCIAL INVESTMENT FOUNDATION INC CALV 8002480337 7315 WISCONSIN AVENUE NO 1000W BETHESDA MD 20814 DEREK STROCHER CFO 8002480337 2015-05-13 1 JOHN HUSKINS P01081531 9197196400 2015-05-13 2014 2016-02-25 16:41:14Z JENNIFER PRYCE 7315 WISCONSIN AVENUE NO 1000W BETHESDA MD 20814 32636814 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. 13 13 47 13 0 0 4256380 6637103 8708662 9761373 246418 920962 11862 126745 13223322 17446183 2461354 3007389 0 0 3952905 3811659 0 0 293214 6135442 7861377 12549701 14680425 673621 2765758 272829576 293667529 245756591 263793268 27072985 29874261 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 9475328 8855425 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. 2994342 3007389 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. 706386 905948 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. 13176056 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 0 1 1 1 0 0 1 2096 0 1 47 1 0 1 EC 0 0 0 0 0 0 0 0 0 0 X 13 13 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 BARBARA J KRUMSIEK DIRECTOR 1.00 X 0 0 0 JOSH MAILMAN DIRECTOR 1.00 X 0 0 0 GREG RATLIFF DIRECTOR 1.00 X 0 0 0 FREDERICK HARVEY DIRECTOR & AUDIT COMMITTEE CHAIR 1.00 X 0 0 0 IRA LIEBERMAN DIRECTOR & COMPENSATION COMMITTEE CHAIR 1.00 X 0 0 0 CAROL ATWOOD DIRECTOR & CORPORATE DEVELOPMENT AND CAPITAL ADEQU 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 RONALD WOLFSHEIMER DIRECTOR THRU 8/2014 1.00 X 0 0 0 JOHN G GUFFEY JR CO-CHAIR 1.00 X X 0 0 0 D WAYNE SILBY CO-CHAIR & FINANCE COMMITTEE CHAIR 1.00 X X 0 0 0 JENNIFER PRYCE PRESIDENT & CEO 40.00 X 195888 0 28751 JUSTIN CONWAY SECRETARY, PRESIDENT OF CIP 40.00 X 145810 0 24639 DEREK STROCHER CHIEF FINANCIAL OFFICER FROM 6/2014 40.00 X 95504 0 19632 HUMPHREY MENSAH INTERIM CFO THRU 6/2014; DEPUTY CFO & CHIEF TECHNO 40.00 X 142316 0 30354 LAURI MICHEL VICE PRESIDENT, RISK MANAGEMENT 40.00 X 135976 0 33767 CATHERINE GODSCHALK VICE PRESIDENT, LENDING 40.00 X 122060 0 29137 MARGOT KANE VICE PRESIDENT, STRATEGY 40.00 X 111924 0 26085 949478 0 192365 6 0 1 0 INDRIDEA 1718 M ST NW SUITE 183 WASHINGTON DC 20036 SOFTWARE DEVELOPMENT 441555 FREE RANGE STUDIOS 343 19TH ST OAKLAND CA 94612 VIDEO SERVICE 400156 MICRO VEST CAPITAL MANAGEMENT 7315 WISCONSIN AVE SUITE 300W BETHESDA MD 20814 DUE-DILIGENCE SERVICE 219087 THE EMPOWER GROUP 126 N JEFFERSON ST SUITE 250 MILWAUKEE WI 53202 HUMAN RESOURCES SERVICE 156275 DO GOOD BETTER LLC PO BOX 17453 WASHINGTON DC 20013 VIDEO AND PRODUCTION 150000 7 1642482 4994621 193930 6637103 CALVERT COMMUNITY INVESTMENT NOTE 900099 8855425 8855425 COMMUNITY INVESTMENT PARTNERS 900099 905948 905948 9761373 693397 693397 15418196 15190631 227565 227565 227565 SUBLEASE INCOME 900099 112612 112612 RETURNED GRANTS 900099 13047 13047 CALVERT GIVING FUND FEE INCOME 900099 1086 1086 126745 17446183 9761373 0 1047707 3004389 3004389 3000 3000 682894 478332 170468 34094 2382043 1667430 595511 119102 135172 94620 33793 6759 367850 259214 90530 18106 243700 243700 115835 92668 23167 218508 180859 37855 -206 66816 33408 33408 1262681 1080467 184610 -2396 4358 4358 340081 239290 91808 8983 229335 201685 27650 555444 83316 472128 222990 178168 22634 22188 82058 73852 4103 4103 3814163 3814163 316796 316796 60103 60103 PROVISION FOR LOAN LOSS 375397 375397 DUES & SUBSCRIPTIONS 117972 100276 17696 COMMISSIONS 34249 34249 REGISTRATION FEES 22186 22186 22405 1154729 -1214805 82481 14680425 13176056 1211155 293214 2628190 10870558 58067022 49831576 238500 111017 1746993 745911 276813 277898 412761 573475 2519521 1295454 1061107 1224067 13464920 10995712 6392687 12607354 185654977 203210584 2885606 3219377 272829576 293667529 2473954 2590808 72233 0 243210404 261151639 0 50821 245756591 263793268 X 25725841 28912677 1159573 774013 187571 187571 27072985 29874261 272829576 293667529 X 2765758 126020 -90502 X 0 1 X 1 1 1 X 13193952 10268467 6428345 4256380 6637103 40784247 13193952 10268467 6428345 4256380 6637103 40784247 7411808 33372439 855835 693798 460922 160326 693397 2864278 1850 264950 150000 11862 126745 555407 44203932 43157824 0.75500 0.75510 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FEE INCOME - 2010 AMOUNT: $ 1,850. 2011 AMOUNT: $ 264,950. 2013 AMOUNT: $ 11,862. 2014 AMOUNT: $ 1,086. SUBDEBT RELINQUISHED - 2012 AMOUNT: $ 150,000. OTHER INCOME - 2014 AMOUNT: $ 112,612. RETURNED GRANTS - 2014 AMOUNT: $ 13,047. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 47 4153850 3421738 16142370 1 1 270509 47171 223338 2249012 1248283 1000729 1224067 NOTES RECEIVABLE 201142461 F MISSION PLUS PLACEMENTS 2068123 F 203210584 DEFERRED RENT 50821 50821 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, 2014. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS LOANS 2448300 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 INVESTMENTS LOANS 5000000 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 GRANTS 3000 RUSSIA & THE NEWLY INDEPENDENT STATES - ARMENIA, AZERBIJAN, BELARUS, 0 0 INVESTMENTS LOANS 1500000 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 INVESTMENTS LOANS 5375549 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 0 0 INVESTMENTS LOANS 3600000 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA, FASO, 0 0 INVESTMENTS LOANS & EQUITY 850000 0 0 0 0 0 0 18776849 0 18776849 0 0 1 0 0 0 1 MARK MAKING 302 NOLL STREET CHATTANOOGA TN 37405 262959326 501(C)(3) 340000 GENERAL SUPPORT COMMUNITY PARTNERS 1000 NORTH ALAMEDA STREET SUITE 240 240 LOS ANGELES CA 90012 954302067 501(C)(3) 219500 GENERAL SUPPORT ONE SPIRIT PO BOX 3209 RAPID CITY SD 57709 263592983 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HAGERSTOWN MD 21741 133433452 501(C)(3) 5650 GENERAL SUPPORT AMERICAN NEAR EAST REFUGEE AID 1111 14TH ST 400 WASHINGTON DC 20005 520882226 501(C)(3) 5250 GENERAL SUPPORT 94 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 195888 0 0 0 0 0 12484 0 16267 0 224639 0 0 0 JUSTIN CONWAY SECRETARY, PRESIDENT OF CIP 145810 0 0 0 0 0 8372 0 16267 0 170449 0 0 0 HUMPHREY MENSAH INTERIM CFO THRU 6/2014; DEPUTY CFO 142316 0 0 0 0 0 13727 0 16627 0 172670 0 0 0 LAURI MICHEL VICE PRESIDENT, RISK MANAGEMENT 135976 0 0 0 0 0 17500 0 16267 0 169743 0 0 0 CATHERINE GODSCHALK VICE PRESIDENT, LENDING 122060 0 0 0 0 0 12870 0 16267 0 151197 0 0 0 X 7 193930 FMV 0 1 0 PART I, COLUMN (B): THE TOTAL NUMBER OF CONTRIBUTIONS MADE, RATHER THAN THE TOTAL NUMBER OF SHARES, 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 JANUARY OF 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. FORM 990, PART XI, LINE 9: TRANSFER TO IMPACT ASSETS, INC. -90,502. COMMUNITY INVESTMENT PARTNERS INC 7315 WISCONSIN AVE 11TH FLOOR BETHESDA MD 20814 272461977 PROMOTION OF COMMUNITY INVESTMENT MD N/A C 539565 760726 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 706384 FAIR MARKET VALUE