2014-05-09T12:58:28-05:00 2013-12-31 521446779 JOHNSON LAMBERT LLP 700 SPRING FOREST ROAD SUITE 115 RALEIGH NC 27609 990 2013-01-01 521591398 CALVERT SOCIAL INVESTMENT FOUNDATION INC CALV 8002480337 7315 WISCONSIN AVENUE NO 1100W BETHESDA MD 20814 HUMPHREY MENSAH INTERIM CFO 8002480337 2014-05-09 1 JOHN HUSKINS P01081531 9197196400 2014-05-09 2013 2015-11-30 17:44:51Z JENNIFER PRYCE 7315 WISCONSIN AVENUE NO 1100W BETHESDA MD 20814 48746706 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. 14 14 48 0 0 0 6428345 4256380 7982221 8708662 212323 246418 150000 11862 14772889 13223322 2443966 2461354 0 0 3644432 3952905 0 0 597456 6018669 6135442 12107067 12549701 2665822 673621 267943859 272829576 241827410 245756591 26116449 27072985 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 7739433 8476135 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. 2486667 2461354 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. 858148 232527 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. 11084248 1 1 0 0 0 1 0 0 0 0 1 0 1 0 0 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 2175 0 1 48 1 0 1 EC 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 AK AL AR AZ CA CO CT FL GA HI IL KS KY MA MD ME MI MN MS NC ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV X X HUMPHREY MENSAH 8002480337 7315 WISCONSIN AVENUE SUITE 1100W BETHESDA MD 20814 SHARI BERENBACK DIRECTOR 1.00 X 0 0 0 MARGARET CLARK DIRECTOR 1.00 X 0 0 0 FREDERICK HARVEY 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 GREG RATLIFF DIRECTOR 1.00 X 0 0 0 IRA LIEBERMAN DIRECTOR 1.00 X 0 0 0 KATHY STEARNS DIRECTOR 1.00 X 0 0 0 JOSH MAILMAN DIRECTOR 1.00 X 0 0 0 RONALD WOLFSHEIMER DIRECTOR 1.00 X 0 0 0 CAROL ATWOOD DIRECTOR & ADVANCEMENT COMMITTEE CHAIR 1.00 X 0 0 0 TERRANCE J MOLLNER DIRECTOR & GOVERNANCE COMMITTEE CHAIR 1.00 X 0 0 0 JOHN G GUFFEY JR CO-CHAIR; AUDIT COMMITTEE CHAIR; ACTING INVESTMENT 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 FROM 9/2013 40.00 X 164505 0 31979 LISA HALL PRESIDENT & CEO THRU 9/2013 40.00 X 210151 0 32727 HUMPHREY MENSAH INTERIM CFO & CHIEF TECHNOLOGY OFFICER FROM 10/201 40.00 X 138713 0 29475 KATHY ROCK CFO & CRO THRU 10/2013 40.00 X 165155 0 25547 DAVID KYLE CHIEF OPERATING OFFICER 40.00 X 196980 0 33340 LORRAINE GORDON VP, HUMAN RESOURCES 40.00 X 140964 0 24585 ANGELA ATHERTON VP, RISK 40.00 X 133889 0 19973 LAURI MICHEL VP, UNDERWRITING 40.00 X 125400 0 20713 CATHERINE GODSCHALK VP, LENDING 40.00 X 115404 0 18398 MICHELLE HALLMAN DIRECTOR, COMPLIANCE 40.00 X 102014 0 0 1493175 0 236737 10 0 1 0 ALLESSANDRA BRADLEY-BURNS 6905 LOCH LOMOND DR BETHESDA MD 20817 CONSULTING SERVICES 227222 PERCEPTUS TECHNOLOGIES INC 5101 BRADLEY BLVD CHEVY CHASE MD 20815 COMPUTER SOFTWARE CONSULTING 185880 MEG RESSNER & ASSOCIATES LLC 3543 EDGEVALE RD TOLEDO OH 43606 CONSULTING SERVICES 120000 3 4256380 572845 4256380 CALVERT COMMUNITY INVESTMENT NOTE 900099 8476135 8476135 COMMUNITY INVESTMENT PARTNERS 900099 232527 232527 8708662 160326 160326 35609476 35523384 86092 86092 86092 CALVERT GIVING FUND FEE INCOME 900099 11862 11862 11862 13223322 8708662 0 258280 2461354 2461354 1028571 720248 205549 102774 2287240 1601068 457448 228724 108275 75792 21655 10828 301767 212086 59787 29894 227052 227052 180525 140810 36105 3610 87810 87092 -1657 2375 70164 35082 35082 781470 697053 43776 40641 1309 1309 300147 234943 48949 16255 176252 150484 25768 491910 73787 418123 243512 194810 24351 24351 43972 39574 2199 2199 3641401 3641401 242120 242120 33057 33057 DUES & SUBSCRIPTIONS 89819 76346 13473 MISCELLANEOUS 48576 48576 REGISTRATION FEES 40396 40396 COMMISSIONS 36748 36748 -373746 563865 -1073416 135805 12549701 11084248 867997 597456 7478003 2628190 70150850 58067022 25000 238500 1108185 1746993 264950 276813 312003 412761 2008681 947574 764771 1061107 13022121 13464920 6500458 6392687 164252488 185654977 4065030 2885606 267943859 272829576 2675086 2473954 0 72233 67250 0 239085074 243210404 241827410 245756591 X 25103878 25725841 825000 1159573 187571 187571 26116449 27072985 267943859 272829576 X 673621 1125678 -842763 X 0 1 X 1 0 X 7734907 13193952 10268467 6428345 4256380 41882051 7734907 13193952 10268467 6428345 4256380 41882051 7316256 34565795 1103743 855835 693798 460922 160326 3274624 190000 1850 264950 150000 11862 618662 45775337 41744885 0.75510 0.75950 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FEE INCOME - 2009 AMOUNT: $ 190,000. 2010 AMOUNT: $ 1,850. 2011 AMOUNT: $ 264,950. 2013 AMOUNT: $ 11,862. SUBDEBT RELINQUISHED - 2012 AMOUNT: $ 150,000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 282 2842934 2669514 15310259 1 1 270509 13357 257152 1738172 934217 803955 1061107 NOTES RECEIVABLE 183194069 F MISSION PLUS PLACEMENTS 2460908 F 185654977 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, 2013. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS LOANS & EQUITY 1621735 EAST ASIA AND THE PACIFIC 0 0 INVESTMENTS LOANS 3300000 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS LOANS 18736559 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES DUE DILIGENCE 900 NORTH AMERICA 0 0 INVESTMENTS LOANS 20975 RUSSIA & THE NEWLY INDEPENDENT STATES 0 0 INVESTMENTS LOANS 5900000 SOUTH AMERICA 0 0 INVESTMENTS LOANS 8296259 SOUTH ASIA 0 0 INVESTMENTS LOANS 600000 SOUTH ASIA 0 0 PROGRAM SERVICES DUE DILIGENCE 3261 SUB-SAHARAN AFRICA 0 0 INVESTMENTS LOANS & EQUITY 863779 0 0 0 0 0 0 38476428 867040 39343468 0 0 0 0 0 0 1 COMMUNITY PARTNERS 1000 NORTH ALAMEDA STREET SUITE 240 240 LOS ANGELES CA 90012 954302067 501(C)(3) 174000 GENERAL SUPPORT BROWN UNIVERSITY ATTN GIFT CASHIER BOX 1877 PROVIDENCE RI 029121877 050258809 501(C)(3) 64800 GENERAL SUPPORT V DAY 303 PARK AVENUE SOUTH STE 1184 NEW YORK NY 100103657 943389430 501(C)(3) 60250 GENERAL SUPPORT MARK MAKING 302 NOLL STREET 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HEROD IL 62947 371387373 501(C)(3) 6000 GENERAL SUPPORT UNION OF CONCERNED SCIENTISTS INC 2 BRATTLE SQUARE STE 6 CAMBRIDGE MA 02138 042535767 501(C)(3) 5950 GENERAL SUPPORT B-CC HIGH SCHOOL EDUCATIONAL FOUNDATION INC PO BOX 31209 BETHESDA MD 208241209 521948149 501(C)(3) 5500 GENERAL SUPPORT MAINE CENTER FOR ECONOMIC POLICY PO BOX 437 60 WINTHROP ST AUGUSTA ME 04332 223317572 501(C)(3) 5500 GENERAL SUPPORT MERCY CORPS 45 SW ANKENY ST PORTLAND OR 972043504 911148123 501(C)(3) 5500 GENERAL SUPPORT NEW HOPE MINISTRIES PO BOX 448 DILLSBURG PA 17019 232223120 501(C)(3) 5300 GENERAL SUPPORT HABITAT FOR HUMANITY INTERNATIONAL INC 78 OCEAN AVENUE SAN FRANCISCO CA 94112 943144390 501(C)(3) 5250 GENERAL SUPPORT 98 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 FROM 9/2013 154365 0 0 0 10140 0 13582 0 18397 0 196484 0 0 0 LISA HALL PRESIDENT & CEO THRU 9/2013 192651 0 0 0 17500 0 17184 0 15543 0 242878 0 0 0 HUMPHREY MENSAH INTERIM CFO & CHIEF TECHNOLOGY OFFIC 127005 0 0 0 11708 0 11708 0 17767 0 168188 0 0 0 KATHY ROCK CFO & CRO THRU 10/2013 149664 0 0 0 15491 0 7299 0 18248 0 190702 0 0 0 DAVID KYLE CHIEF OPERATING OFFICER 179480 0 0 0 17500 0 15390 0 17950 0 230320 0 0 0 LORRAINE GORDON VP, HUMAN RESOURCES 129687 0 0 0 11277 0 6187 0 18398 0 165549 0 0 0 ANGELA ATHERTON VP, RISK 117222 0 0 0 16667 0 1575 0 18398 0 153862 0 0 0 X 23 572845 FAIR MARKET VALUE 0 1 0 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 2014. 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. -842,763. COMMUNITY INVESTMENT PARTNERS INC 7315 WISCONSIN AVE 11TH FLOOR BETHESDA MD 20814 272461977 PROMOTION OF COMMUNITY INVESTMENT MD N/A C 948300 658526 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 980696 FAIR MARKET VALUE