2013-05-02T09:41:25-05:00 2012-12-31 521446779 JOHNSON LAMBERT LLP 700 SPRING FOREST ROAD STE 115 RALEIGH NC 27609 990 2012-01-01 521591398 CALVERT SOCIAL INVESTMENT FOUNDATION INC CALV 8002480337 7315 WISCONSIN AVENUE NO 1100W BETHESDA MD 20814 KATHY ROCK 8002480337 2013-04-29 1 JOHN HUSKINS P01081531 9197196400 2012 2016-02-25 16:41:14Z LISA HALL 7315 WISCONSIN AVENUE NO 1100W BETHESDA MD 20814 42788175 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. 12 12 63 0 0 0 10268467 6428345 8324865 7982221 705198 212323 264950 150000 19563480 14772889 3462025 2443966 0 0 3430485 3644432 0 0 541321 9536751 6018669 16429261 12107067 3134219 2665822 251374053 267943859 228731399 241827410 22642654 26116449 X 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 1 8130499 7738515 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. 2563076 2443966 0 CALVERT GIVING FUND IS A UNIQUE PHILANTHROPIC PRODUCT PROVIDING A 100% SOCIALLY RESPONSIBLE DONOR ADVISED FUND THAT GOES TO WORK IMMEDIATELY BUILDING COMMUNITIES, EVEN BEFORE ASSETS ARE GRANTED OUT TO CHARITIES. THE PHILANTHROPIC POWER OF DONATED FUNDS INCREASES OVER TIME AS GIVING FUND ASSETS APPRECIATE TAX-FREE IN COMMUNITY INVESTMENTS AND SOCIALLY RESPONSIBLE MUTUAL FUNDS. 66555 243706 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. 0 THE NRFC PROGRAM IS A COLLABORATIVE PHILANTHROPIC INITIATIVE ORGANIZED TO EXPAND RESOURCES FOR FAMILIES AND COMMUNITIES IN REGIONS OF PERSISTENT POVERTY, ESPECIALLY AREAS WHERE CONCENTRATIONS OF POVERTY AND COMMUNITIES OF COLOR OVERLAP. NRFC SUPPORTS COMMUNITY-BASED EMPOWERMENT STRATEGIES DESIGNED TO TRANSFORM POOR RURAL COMMUNITIES AND REGIONS INTO HEALTHY AND VIABLE LIVING ENVIRONMENTS AND SEEKS TO BUILD A MOVEMENT OF SUPPORT AND ADVOCACY FOR ALTERNATIVE RURAL ECONOMIES BASED ON COMMUNITY ASSETS OF CULTURE, LAND AND HUMAN CAPITAL AND GROUNDED IN RELATIONSHIPS AND VALUES OF EQUITY AND JUSTICE. 10760130 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 2158 0 1 63 1 0 1 EC 0 0 0 0 0 0 0 0 0 0 X 12 12 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 KATHY ROCK CFO 8002480337 7315 WISCONSIN AVENUE SUITE 1100W BETHESDA MD 20814 MARGARET CLARK 1.00 0.00 X 0 0 0 FREDERICK HARVEY 1.00 0.00 X 0 0 0 MARY HOUGHTON 1.00 0.00 X 0 0 0 BARBARA J KRUMSIEK 1.00 0.00 X 0 0 0 SHARI BERENBACH 1.00 0.00 X 0 0 0 GREG RATLIFF 1.00 0.00 X 0 0 0 VIKI BETANCOURT 1.00 0.00 X 0 0 0 SETH GOLDMAN 1.00 0.00 X 0 0 0 REGGIE STANLEY 1.00 0.00 X 0 0 0 CAROL ATWOOD 1.00 0.00 X 0 0 0 IRA LIEBERMAN 1.00 0.00 X 0 0 0 TERRANCE J MOLLNER 1.00 0.00 X 0 0 0 KATHY STEARNS 1.00 0.00 X 0 0 0 JOHN G GUFFEY JR 1.00 0.00 X X 0 0 0 D WAYNE SILBY 1.00 0.00 X X 0 0 0 LISA HALL 40.00 0.00 X 194552 0 24367 KATHY ROCK 40.00 0.00 X 132718 0 7367 CHARLES P HOLLANDS 40.00 0.00 X 43056 0 1349 DAVID KYLE 40.00 0.00 X 168000 0 24367 JESSE CHANCELLOR 0.10 39.90 X 216822 0 24367 HUMPHREY MENSAH 40.00 0.00 X 120011 0 18378 JOHN DUCEY 0.10 39.90 X 117004 0 6753 JENIFER PRYCE 40.00 0.00 X 113987 0 15356 CATHERINE GODSCHALK 40.00 0.00 X 103899 0 7367 1210049 0 129671 8 0 1 0 PERCEPTUS TECHNOLOGIES INC 5101 BRADLEY BLVD CHEVY CHASE MD 20815 COMPUTER SOFTWARE CONSULTING 187200 HOPE GLOBAL CONSULTING LLC 930 MONTGOMERY STREET SUITE 300 SAN FRANCISCO CA 94133 CONSULTING 106547 2 6428345 1024246 6428345 CALVERT COMMUNITY INVE 900099 7738515 7738515 COMMUNITY INVESTMENT PARTNERS 900099 243706 243706 7982221 460922 460922 27766687 28015286 -248599 -248599 -248599 SUBDEBT RELINQUISHED 900099 150000 150000 150000 14772889 7982221 0 362323 2443966 2443966 595776 417043 119155 59578 2324180 1626926 464836 232418 114344 80041 22869 11434 347705 243393 69541 34771 262427 262427 57090 44530 11418 1142 154852 132145 15366 7341 59538 29769 29769 726360 619849 72075 34436 1100 1100 193298 148731 41198 3369 135336 114049 21287 493873 74081 419792 245180 196144 24518 24518 75690 68122 3784 3784 4028121 4028121 205843 205843 27160 27160 DUES & SUBSCRIPTIONS 96163 81739 14424 COMMISSIONS 57720 57720 REGISTRATION FEES 47187 47187 NRFC ADMINISTRATION EXP 38433 38433 -624275 267041 -1019846 128530 12107067 10760130 805616 541321 8159597 7478003 65740277 70150850 90000 25000 1319571 1108185 264950 264950 371634 312003 1434751 669980 563839 764771 9936264 13022121 6059353 6500458 155747229 164252488 3121339 4065030 251374053 267943859 6279617 2675086 67250 222451782 239085074 228731399 241827410 X 21105083 25103878 1350000 825000 187571 187571 22642654 26116449 251374053 267943859 X 2665822 968206 -160233 X 0 1 X 1 1 1 X 10084183 7734907 13193952 10268467 6428345 47709854 10084183 7734907 13193952 10268467 6428345 47709854 7742901 39966953 1193421 1103743 855835 693798 460922 4307719 190000 1850 264950 150000 606800 52624373 40309059 0.75950 0.78070 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. 2012 AMOUNT: $ 0. SUBDEBT RELINQUISHED - 2012 AMOUNT: $ 150,000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 280 2928195 2443956 15136840 1 1 1434751 669980 764771 764771 CERTIFICATES OF DEPOSIT 7040055 F NOTES RECEIVABLE 155938003 F MISSION PLUS PLACEMENTS 1274430 F 164252488 X DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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, 2012. SOUTH AMERICA 0 0 INVESTMENTS LOANS 11942511 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS LOANS 10700000 RUSSIA & THE NEWLY INDEPENDENT STATES 0 0 INVESTMENTS LOANS 5850000 EAST ASIA AND THE PACIFIC 0 0 INVESTMENTS LOANS 5000000 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS LOANS 2127362 SOUTH ASIA 0 0 INVESTMENTS LOANS 600000 NORTH AMERICA 0 0 INVESTMENTS LOANS 195767 SUB-SAHARAN AFRICA INVESTMENTS LOANS 114980 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES DUE DILIGENCE 172652 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES DUE DILIGENCE & CONSULTING 17150 SOUTH ASIA 0 0 PROGRAM SERVICES LEGAL 2075 0 0 0 0 0 0 36530620 191877 36722497 0 0 0 0 0 0 1 COMMUNITY PARTNERS 1000 NORTH ALAMEDA STREET SUITE 240 240 LOS ANGELES CA 90012 954302067 501(C)(3) 127000 GENERAL SUPPORT MARK MAKING 302 NOLL STREET CHATTANOOGA TN 37405 262959326 501(C)(3) 75000 GENERAL SUPPORT PROUD GROUND 5288 N INTERSTATE AVE PORTLAND OR 97217 931290320 501(C)(3) 75000 GENERAL SUPPORT COMMUNITY 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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 LISA HALL 194552 0 0 0 0 0 17000 0 7367 0 218919 0 0 0 DAVID KYLE 168000 0 0 0 0 0 17000 0 7367 0 192367 0 0 0 JESSE CHANCELLOR 216822 0 0 0 0 0 17000 0 7367 0 241189 0 0 0 PART I, LINE 4A JESSE CHANCELLOR RECEIVED A SEVERANCE PAYMENT OF $72,917. X 27 959401 FAIR MARKET VALUE X NOTES RECEIVABLE 86 54508 FAIR MARKET VALUE X FURNITURE 1 10337 FAIR MARKET VALUE 0 1 0 CHANGES IN PROGRAM SERVICES FORM 990, PART III, LINE 3 THE NRFC PROGRAM FROM PREVIOUS YEARS HAS BEEN SUSPENDED GOING FORWARD. 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 OF 2012. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: TRANSFER TO IMPACT ASSETS, INC. -160,233. COMMUNITY INVESTMENT PARTNERS INC 7315 WISCONSIN AVE 11TH FLOOR BETHESDA MD 20814 272461977 PROMOTION OF COMMUNITY INVESTMENT MD N/A C 1532246 1505981 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 1771417 FAIR MARKET VALUE