2012-10-08T14:05:52-05:00 2011-12-31 521446779 JOHNSON LAMBERT LLP 700 SPRING FOREST ROAD STE 115 RALEIGH NC 27609 990 2011-01-01 521591398 CALVERT SOCIAL INVESTMENT FOUNDATION INC CALV 8002480337 7315 WISCONSIN AVENUE NO 1100W BETHESDA MD 20814 HUMPHREY MENSAH 8002480337 2012-10-08 1 9197196400 2011 2016-02-24 21:20:13Z LISA HALL 7315 WISCONSIN AVENUE NO 1100W BETHESDA MD 20814 49361087 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 65 0 0 0 13193952 10268467 8380703 8324865 857526 705198 1850 264950 22434031 19563480 5927650 3462025 0 0 3477592 3430485 0 0 599662 8009226 9536751 17414468 16429261 5019563 3134219 270657154 251374053 236143144 228731399 34514010 22642654 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 0 11769363 0 8203736 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. 3443821 3330525 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. 230738 0 121129 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. 131500 131500 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. 131500 131500 15575422 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 2252 0 1 65 1 0 0 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 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 CHIP HOLLANDS CFO 3019519426 7315 WISCONSIN AVENUE SUITE 1100W BETHESDA MD 20814 X MARGARET CLARK 1.00 X 0 0 0 SETH GOLDMAN 1.00 X 0 0 0 MARY HOUGHTON 1.00 X 0 0 0 BARBARA J KRUMSIEK 1.00 X 0 0 0 REGGIE STANLEY 1.00 X 0 0 0 VIKI BETANCOURT 1.00 X 0 0 0 FREDERICK J HARVEY III 1.00 X 0 0 0 CAROL ATWOOD 1.00 X 0 0 0 IRA W LIEBERMAN PHD 1.00 X 0 0 0 TERRANCE J MOLLNER 1.00 X 0 0 0 KATHY STEARNS 1.00 X 0 0 0 JOHN G GUFFEY JR 1.00 X X 0 0 0 D WAYNE SILBY 1.00 X X 0 0 0 LISA HALL 40.00 X 182973 0 22037 CHARLES P HOLLANDS 50.00 X 166133 0 20381 JAMES A RICHARDSON 50.00 X 117418 0 15375 JESSE CHANCELLOR 1.00 X 160625 0 18728 HUMPHREY MENSAH 49.00 X 115351 0 16124 742500 0 92645 5 0 1 0 MONITOR COMPANY GROUP LP D3660 BOSTON MA 02241 CONSULTING 328912 MICRO VEST CAPITAL MANAGEMENT 7514 WISCONSIN AVE STE 400 BETHESDA MD 20814 CAPITAL INVESTMENT CONSULTING 126762 HOPE GLOBAL CONSULTING LLC 930 MONTGOMERY STREET SUITE 300 SAN FRANCISCO CA 94133 CONSULTING 124000 CALVERT ASSET MANAGEMENT 4550 MONTGOMERY AVENUE BETHESDA MD 20814 PARKING AND COMPUTER SERVICES 114327 4 10268467 1906683 10268467 CALVERT COMMUNITY INVE 900099 8203736 8203736 COMMUNITY INVESTMENT P 900099 121129 121129 8324865 693798 693798 29809007 29797607 11400 11400 11400 FEE INCOME 900099 264950 264950 264950 19563480 8324865 0 970148 3462025 3462025 524317 367022 104863 52432 2117040 1481928 423408 211704 117742 82419 23549 11774 399586 279710 79917 39959 271800 271800 107010 83468 21402 2140 137116 121042 9349 6725 55620 27810 27810 1635407 1443699 111503 80205 1555 1555 84525 65883 16875 1767 35391 30965 4426 387312 58097 329215 193726 154982 19372 19372 98247 88423 4912 4912 4648647 4648647 118069 118069 29436 29436 PROVISION FOR LOAN LOSS 1789186 1789186 NRFC ADMINISTRATION EXP 66774 66774 COMMISSIONS 55663 55663 REGISTRATION FEES 52356 52356 40711 1213768 -1341729 168672 16429261 15575422 254177 599662 5290513 8159597 26686623 65740277 750000 90000 4952963 1319571 0 264950 235582 371634 1027977 464138 359474 563839 17003439 9936264 7500881 6059353 205249978 155747229 2627701 3121339 270657154 251374053 4118269 6279617 232024875 222451782 236143144 228731399 X 31595015 21105083 2731424 1350000 187571 187571 34514010 22642654 270657154 251374053 X 3134219 -15005575 X 0 1 1 X 0 X 15501771 10084183 7734907 13193952 10268467 56783280 15501771 10084183 7734907 13193952 10268467 56783280 8062588 48720692 1322570 1193421 1103743 855835 693798 5169367 190000 1850 264950 456800 62409447 37814623 0.78070 0.76010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 276 1 7591074 25000 3008005 322520 14140210 109 1 1 1027977 464138 563839 563839 CERTIFICATES OF DEPOSIT 5228877 F NOTES RECEIVABLE 148481435 F MISSION PLUS PLACEMENTS 2036917 F 155747229 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: MANAGEMENT HAS CONCLUDED THAT THE FOUNDATION HAS PROPERLY MAINTAINED ITS EXEMPT STATUS AND THAT THERE ARE NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2011. NORTH AMERICA - CANADA AND MEXICO, BUT 0 0 PROGRAM SERVICES DUE DILIGENCE 244740 SOUTH ASIA - AFGHANISTAN, BANGLADESH, 0 0 PROGRAM SERVICES DUE DILIGENCE & LEGAL EXPENSES 22289 0 0 0 0 0 0 267029 0 267029 0 0 0 0 0 0 1 ACCION INTERNATIONAL 56 ROLAND STREET BOSTON MA 02129 132535763 501(C)(3) 7750 GENERAL SUPPORT ADOPTION AND FOSTER CARE MENTORING 727 ATLANTIC AVENUE 3RD FLOOR BOSTON MA 02111 043575764 501(C)(3) 25000 GENERAL SUPPORT AGRICULTURE&LAND BASED TRNG AS PO BOX 6264 SALINAS CA 93912 770566055 501(C)(3) 31000 GENERAL SUPPORT AIDG INC PO BOX 104 WESTON MA 02493 680589005 501(C)(3) 25000 GENERAL SUPPORT ALFOND YOUTH CENTER 126 NORTH STREET WATERVILLE ME 04901 043341661 501(C)(3) 10000 GENERAL SUPPORT ALL CRITTERS RESCUE INC RENAISSANCE SQUARE 426 MAIN STREET 317 SPOTSWOOD NJ 08884 264837870 501(C)(3) 14270 GENERAL SUPPORT AMERICAN NATIONAL RED CROSS 2025 E STREET NW WASHINGTON DC 20006 530196605 501(C)(3) 18950 GENERAL SUPPORT BLACK MESA WATER COALITION PO BOX 613 FLAGSTAFF AZ 86002 680535413 501(C)(3) 12500 GENERAL SUPPORT BOYS & GIRLS CLUBS OF SOUTHEAST LOUISIANA 650 POYDRAS STREET SUITE 1000 NEW ORLEANS LA 70130 720648695 501(C)(3) 100000 GENERAL SUPPORT BROWN UNIVERSITY GIFTS CASHIER BOX 1877 PROVIDENCE RI 02912 050258809 501(C)(3) 52000 GENERAL SUPPORT CALVARY BIBLE CHURCH 1757 HOURET COURT MILPITAS CA 95035 470910948 501(C)(3) 31200 GENERAL SUPPORT CAMP HORIZONS PO BOX 323 SOUTH WINDHAM CT 06266 061013833 501(C)(3) 36200 GENERAL SUPPORT CAMPUS CRUSADE FOR CHRIST PO BOX 628222 ORLANDO FL 32862 956006173 501(C)(3) 29000 GENERAL SUPPORT CARE - COOP FOR ASSIST & RELIEF EVERYWHERE PO BOX 1870 MERRIFIELD VA 22116 131685039 501(C)(3) 10250 GENERAL SUPPORT CAROLINA MOUNTAIN LAND CONSERVANCY 847 CASE ST HENDERSONVILLE NC 28792 566449365 501(C)(3) 6000 GENERAL SUPPORT CENTER FOR AMERICAN PROGRESS 1333 H ST NW 10TH FLOOR WASHINGTON DC 20009 300126510 501(C)(3) 7000 GENERAL SUPPORT CENTRAL ASIA INSTITUTE PO BOX 7209 BOZEMAN MT 59771 510376237 501(C)(3) 7000 GENERAL SUPPORT CHICAGO COMMUNITIES IN SCHOOLS 815 WEST VAN BUREN SUITE 300 CHICAGO IL 60607 363591326 501(C)(3) 50300 GENERAL SUPPORT COMMUNITY FOUNDATION OF THE CAPITAL REGION 1201 15TH ST NW SUITE 420 WASHINGTON DC 20005 237343119 501(C)(3) 45500 GENERAL SUPPORT COMMUNITY PARTNERS 1000 N ALAMEDA ST SUITE 240 LOS ANGELES CA 90012 954302067 501(C)(3) 75000 GENERAL SUPPORT CROSSROADS CHURCH 2601 BORDER ST NORWALK IA 50211 383793632 501(C)(3) 6000 GENERAL SUPPORT DARTMOUTH COLLEGE 6066 DEVELOPMENT OFFICE HANOVER NH 03755 020222111 501(C)(3) 6466 GENERAL SUPPORT DEMOS A NETWORK FOR IDEAS AND ACTION LTD 220 FIFTH AVE 5TH FLOOR NEW YORK NY 10001 134105066 501(C)(3) 10000 GENERAL SUPPORT DESTINY ARTS CENTER 1000 42ND ST OAKLAND CA 94608 943176726 501(C)(3) 10000 GENERAL SUPPORT DINE CITIZENS AGAINIST RUINING OUR ENVIRONMENT (CARE) HCR-63 BOX 263 NAVAJO NATION WINSLOW AZ 86047 860670809 501(C)(3) 6000 GENERAL SUPPORT DOCTORS WITHOUT BORDERS PO BOX 5030 HAGERSTOWN MD 21741 133433452 501(C)(3) 23450 GENERAL SUPPORT DOORWAYS FOR WOMEN AND FAMILIES PO BOX 100185 ARLINGTON VA 22210 541087829 501(C)(3) 16000 GENERAL SUPPORT EARS- EFFECTIVE ALTERNATIVE RECONCILIATION SERVICES 3319 ROCHAMBEAU AVE BRONX NY 10467 133514684 501(C)(3) 30000 GENERAL SUPPORT EASTSIDE CATHOLIC SCHOOL 232 228TH AVENUE SE SAMMAMISH WA 98074 911034894 501(C)(3) 10000 GENERAL SUPPORT EL PAJARO COMM DEV CORP 23 EAST BEACH ST 209 WATSONVILLE CA 95076 942656048 501(C)(3) 6000 GENERAL SUPPORT ENVIRONMENTAL HEALTH STRATEGY CENTER 565 CONGRESS STREET SUITE 204 PORTLAND ME 04101 383791803 501(C)(3) 15000 GENERAL SUPPORT FELLOWSHIP BIBLE CHURCH 16391 CHILLICOTHE ROAD CHAGRIN FALLS OH 44023 341204716 501(C)(3) 8000 GENERAL SUPPORT FIDELITY CHARITABLE GIFT FUND PO BOX 770001 CINCINNATI OH 45277 110303001 501(C)(3) 18415 GENERAL SUPPORT FINCA INTERNATIONAL 1101 14TH STREET NW 11TH FLOOR WASHINGTON DC 20005 133240109 501(C)(3) 10900 GENERAL SUPPORT FIRST UNITED METHODIST CHURCH MANSFIELD TEXAS 777 N WALNUT CREEK DRIVE MANSFIELD TX 76063 751072918 501(C)(3) 21930 GENERAL SUPPORT FJC 520 8TH AVE 20TH FLOOR NEW YORK NY 10018 133848582 501(C)(3) 34750 GENERAL SUPPORT FRIENDS OF THE EARTH PO BOX 96466 WASHINGTON DC 20090 237420660 501(C)(3) 10000 GENERAL SUPPORT FRONT STREET BAPTIST CHURCH 1403 WEST FRONT STREET STATESVILLE NC 28677 561003406 501(C)(3) 5845 GENERAL SUPPORT FULAA LIFELINE INTERNATIONAL 3901 GALLOWS ROAD ANNANDALE VA 22003 541996160 501(C)(3) 60000 GENERAL SUPPORT FUND FOR PUBLIC SCHOOLS 52 CHAMBERS ST ROOM 305 NEW YORK NY 10007 112656137 501(C)(3) 20000 GENERAL SUPPORT FUTURES WITHOUT VIOLENCE 100 MONTGOMERY STREET THE PRESIDIO SAN FRANCISCO CA 94129 943110973 501(C)(3) 10000 GENERAL SUPPORT GASOLINE ALLEY FOUNDATION 250 ALBANY ST SPRINGFIELD MA 01105 043497449 501(C)(3) 42695 GENERAL SUPPORT GEORGIA FORESTWATCH INC 15 TOWER ROAD ELLIJAY GA 30540 582188475 501(C)(3) 10000 GENERAL SUPPORT GRASSROOTS INTERNATIONAL 179 BOYLSTON STREET 4TH FLOOR BOSTON MA 02130 042791159 501(C)(3) 8500 GENERAL SUPPORT GREENBELT LAND TRUST PO BOX 1721 CORVALLIS OR 97339 943113836 501(C)(3) 18000 GENERAL SUPPORT HEADSTRONG 3518 FREMONT AVE N 289 SEATTLE WA 98103 261375896 501(C)(3) 79326 GENERAL SUPPORT HEARTWOOD REGIONAL THEATER COMPANY PO BOX 1115 DAMARISCOTTA ME 04543 562404197 501(C)(3) 13000 GENERAL SUPPORT HOME FOR THE HOLIDAYS 402 W BROADWAY SUITE 400 SAN DIEGO CA 92101 364630314 501(C)(3) 15000 GENERAL SUPPORT HOMELESS SERVICES CENTER 115 CORAL STREET SANTA CRUZ CA 95060 770126783 501(C)(3) 20000 GENERAL SUPPORT HOUSE OF RUTH 5 THOMAS CIRCLE NW WASHINGTON DC 20005 521054102 501(C)(3) 10000 GENERAL SUPPORT HUBBARD FREE LIBRARY 115 SECOND STREET HALLOWELL ME 04347 010248668 501(C)(3) 6000 GENERAL SUPPORT INDIAN LAND TENURE FDT 151 EAST COUNTY RD B2 LITTLE CANADA MN 55417 412014273 501(C)(3) 18500 GENERAL SUPPORT INSIGHT MEDITATION SOCIETY 1230 PLEASANT STREET BARRE MA 01005 510152810 501(C)(3) 10000 GENERAL SUPPORT INSPIRED LEGACIES PO BOX 1693 ROSS CA 94957 943120260 501(C)(3) 6000 GENERAL SUPPORT INTERFAITH COMMUNITY CHURCH 1763 NW 62ND SEATTLE WA 98107 237059922 501(C)(3) 6000 GENERAL SUPPORT INTERFAITH CONFERENCE 100 ALLISON ST NW WASHINGTON DC 20011 521156410 501(C)(3) 5250 GENERAL SUPPORT INTERNATIONAL RESCUE COMMITTEE PO BOX 98152 WASHINGTON DC 20090 135660870 501(C)(3) 5250 GENERAL SUPPORT INTERVARSITY CHRISTIAN FELLOWSHIP PO BOX 7895 MADISON WI 53707 362171714 501(C)(3) 31000 GENERAL SUPPORT JEWISH FUNDS FOR JUSTICE 330 SEVENTH AVE SUITE 1902 NEW YORK NY 10001 521332694 501(C)(3) 10000 GENERAL SUPPORT KETOCTIN BAPTIST CHURCH 424 FOXRIDGE DRIVE SW LEESBURG VA 20175 756064040 501(C)(3) 10000 GENERAL SUPPORT KNOX GATE NEIGHBORHOOD ASSOCIATION 3418 GATES PLACE BRONX NY 10467 133020575 501(C)(3) 20000 GENERAL SUPPORT LAKEVIEW FELLOWSHIP 9940 MORRIS DIDO NEWARD RD FORT WORTH TX 76179 751948561 501(C)(3) 11500 GENERAL SUPPORT LEESBURG PRESBYTERIAN CHURCH 207 WEST MARKET STREET LEESBURG VA 20176 236393377 501(C)(3) 15000 GENERAL SUPPORT LIVING TRADITIONS INC 207 W 25TH STREET 4TH FLOOR NEW YORK NY 10001 113193909 501(C)(3) 7500 GENERAL SUPPORT MADISON COMMUNITY FOUNDATION PO BOX 5010 MADISON WI 53705 396038248 501(C)(3) 128963 GENERAL SUPPORT MAINE CENTER FOR ECONOMIC POLICY PO BOX 437 60 WINTHROP ST AUGUSTA ME 04332 223317572 501(C)(3) 6500 GENERAL SUPPORT MAINE CITIZENS FOR CLEAN ELECTIONS PO BOX 18187 PORTLAND ME 04112 043386477 501(C)(3) 11500 GENERAL SUPPORT MARIAHS PROMISE PO BOX 1017 DIVIDE CO 80814 841467884 501(C)(3) 10000 GENERAL SUPPORT MARION TECHNICAL COLLEGE 1467 MT VERNON AVENUE MARION OH 43302 341475294 501(C)(3) 9557 GENERAL SUPPORT MARK MAKING 302 NOLL STREET CHATTANOOGA TN 37405 262959326 501(C)(3) 52103 GENERAL SUPPORT MARKETUMBRELLAORG 200 BROADWAY STE 107 NEW ORLEANS LA 70118 262477706 501(C)(3) 22500 GENERAL SUPPORT MARY QUEEN OF PEACE 1121 228TH AVENUE SE SAMMAMISH WA 98075 911581183 501(C)(3) 12000 GENERAL SUPPORT MASSACHUSETTS AUDUBON SOCIETY INC 208 S GREAT ROAD LINCOLN MA 01773 042104702 501(C)(3) 25000 GENERAL SUPPORT MCCOURT MEMORIAL GARDEN PO BOX 1102 NEW LONDON CT 06320 611441335 501(C)(3) 10000 GENERAL SUPPORT MERCY CORPS 45 SW ANKENY ST PORTLAND OR 97204 911148123 501(C)(3) 7000 GENERAL SUPPORT METROPOLITAN BAPTIST CHURCH 4025 N HARTFORD TULSA OK 74106 061736773 501(C)(3) 26975 GENERAL SUPPORT MID MAINE HOMELESS SHELTER PO BOX 2612 WATERVILLE ME 04903 010425115 501(C)(3) 12500 GENERAL SUPPORT MISSISSIPPI ASSN OF COOP 233 E HAMILTON ST JACKSON MS 39202 640516373 501(C)(3) 28500 GENERAL SUPPORT MOUNT MERICI ACADEMY 142 WESTERN AVENUE WATERVILLE ME 04901 530196617 501(C)(3) 6000 GENERAL SUPPORT NATIONAL AUDUBON SOCIETY 225 VARICK STREET 7TH FLOOR NEW YORK NY 10014 131624102 501(C)(3) 10000 GENERAL SUPPORT NATIONAL PARTNERSHIP FOR WOMEN & FAMILIES 1875 CONNECTICUT AVE NW SUITE 650 WASHINGTON DC 20009 237124915 501(C)(3) 10000 GENERAL SUPPORT NATURAL RESOURCES DEFENSE COUNCIL PO BOX 1830 MERRIFIELD VA 22116 132654926 501(C)(3) 13000 GENERAL SUPPORT NEIGHBOR TO NEIGHBOR MASSACHUSETTS 8 BEACON ST 4TH FLOOR BOSTON MA 02108 043507716 501(C)(3) 12000 GENERAL SUPPORT NEIGHBORHOOD FUNDERS GROUP 1301 CONNECTICUT AVE NW SUITE 500 WASHINGTON DC 20036 061368627 501(C)(3) 25000 GENERAL SUPPORT NESKAYA INC PO BOX 634 FRANCONIA NH 03580 743043760 501(C)(3) 6000 GENERAL SUPPORT NEW ISRAEL FUND 2100 M STREET NW SUITE 619 WASHINGTON DC 20037 942607722 501(C)(3) 5225 GENERAL SUPPORT OAK GROVE MONTESSORI SCHOOL 132 PLEASANT VALLEY ROAD MANSFIELD CT 06259 061045034 501(C)(3) 9000 GENERAL SUPPORT OXFAM-AMERICA INC 6771 SOUTH SILVER HILL DRIVE BOSTON MA 02114 237069110 501(C)(3) 26550 GENERAL SUPPORT PAINTED DESERT DEMONSTRATION PROJECT 145 LEUPP RD FLAGSTAFF AZ 26004 860710679 501(C)(3) 6000 GENERAL SUPPORT PARTNERS IN HEALTH PO BOX 845578 BOSTON MA 02284 043567502 501(C)(3) 13250 GENERAL SUPPORT PCC FARMLAND TRUST 1917 FIRST AVENUE LEVEL A SUITE 100 100 SEATTLE WA 98101 912021165 501(C)(3) 11550 GENERAL SUPPORT PEARL CHURCH PO BOX 3202 PORTLAND OR 97208 931307755 501(C)(3) 6900 GENERAL SUPPORT PLANNED PARENTHOOD FEDERATION OF AMERICA 434 WEST 33RD STREET NEW YORK NY 10001 131644147 501(C)(3) 9750 GENERAL SUPPORT PORCHLIGHT INC 306 N BROOKS MADISON WI 53715 391579521 501(C)(3) 40000 GENERAL SUPPORT PROJECT ZAWADI INC 253 DUKE ST ST PAUL MN 55102 061629249 501(C)(3) 7000 GENERAL SUPPORT PROVIDENCE ACADEMY 15100 SCHMIDT LAKE ROAD PLYMOUTH MN 55446 411883866 501(C)(3) 20000 GENERAL SUPPORT REAL CHANGE HOMELESS EMPOWERMENT PROJECT 2129 2ND AVE SEATTLE WA 98121 911817387 501(C)(3) 6000 GENERAL SUPPORT RED WATER POND ROAD COMMUNITY ASSOCIATION 29E RED WATER POND ROAD GALLUP NM 87305 270949894 501(C)(3) 6000 GENERAL SUPPORT REED COLLEGE 3203 SE WOODSTOCK BOULEVARD PORTLAND OR 97202 930386908 501(C)(3) 7000 GENERAL SUPPORT RONALD MCDONALD HOUSE 250 BRACKETT STREET PORTLAND ME 04102 222912513 501(C)(3) 40500 GENERAL SUPPORT SAMARITANS PURSE PO BOX 3000 BOONE NC 28607 581437002 501(C)(3) 16000 GENERAL SUPPORT SAN JUAN PRESERVATION TRUST PO BOX 327 LOPEZ ISLAND WA 98261 911078355 501(C)(3) 13500 GENERAL SUPPORT SATILLA RIVERKEEPER PO BOX 697 WOODBINE GA 31569 900246302 501(C)(3) 10000 GENERAL SUPPORT SONOMA STATE UNIVERSITY DEVELOPMENT 1801 E COTATI AVENUE STEVENSON 1054 1054 ROHNERT PARK CA 94928 990157509 501(C)(3) 10000 GENERAL SUPPORT SPIRIT ROCK MEDITATION CENTER PO BOX 169 5000 SIR FRANCIS DRAKE BLVD WOODACRE CA 94973 942971001 501(C)(3) 10000 GENERAL SUPPORT ST FRANCIS OF ASSISI CHURCH 1114 THIRD STREET SE ROCHESTER MN 55904 530196617 501(C)(3) 17000 GENERAL SUPPORT STRATEGIC CONCEPTS IN ORGANIZING AND POLICY EDUCATION CO CALIFORNIA CALLS 4801 EXPOSITION BLVD ATTN TORIE OSBORN LOS ANGELES CA 90016 354635737 501(C)(3) 10000 GENERAL SUPPORT STS PETER AND PAUL CATHOLIC SCHOOL 198 W BRIDGE ST NEW BRAUNFELS TX 78130 746003684 501(C)(3) 5250 GENERAL SUPPORT TECHNOSERVE 148 EAST AVE STE 3H NORWALK CT 06851 132626135 501(C)(3) 20500 GENERAL SUPPORT THE ACADEMY AT CHARLEMONT 1359 ROUTE 2 CHARLEMONT MA 01339 042724993 501(C)(3) 6000 GENERAL SUPPORT THE COLLABORATION FOR EARLY CHILDHOOD CARE AND EDUCATION 320 LAKE STREET OAK PARK IL 60302 300132292 501(C)(3) 15000 GENERAL SUPPORT THE CONSERVATION FUND 1655 NORTH FORT MYER DRIVE SUITE 1300 ARLINGTON VA 22209 521388917 501(C)(3) 10000 GENERAL SUPPORT THE NATURE CONSERVANCY 1313 WPEACHTREE STREET SUITE410 ATLANTA GA 30076 530242652 501(C)(3) 17990 GENERAL SUPPORT THE RECTORY SCHOOL 528 POMFRET ST POMFRET CT 06258 060646805 501(C)(3) 17500 GENERAL SUPPORT THE SIERRA CLUB FOUNDATION 85 SECOND ST SUITE 750 SAN FRANCISCO CA 94105 946069890 501(C)(3) 28450 GENERAL SUPPORT THE WOMENS FOUNDATION OF CALIFORNIA 340 PINE ST 302 SAN FRANCISCO CA 94104 942752421 501(C)(3) 10000 GENERAL SUPPORT UMCOR PO BOX 9068 NEW YORK NY 10087 311813333 501(C)(3) 10500 GENERAL SUPPORT UNITARIAN UNIVERSALIST CHURCH OF BERKELEY 1 LAWSON RD KENSINGTON CA 94707 941279813 501(C)(3) 5379 GENERAL SUPPORT UNITED STATES FUND FOR UNICEF 125 MAIDEN LANE NEW YORK NY 10038 131760110 501(C)(3) 7500 GENERAL SUPPORT UNITED WAY OF CHITTENDEN COUNTY INC 412 FARRELL ST SUITE 200 SOUTH BURLINGTON VT 05403 030217229 501(C)(3) 30000 GENERAL SUPPORT UPPER CHATTAHOOCHEE RIVERKEEPER 3 PURITAN MILL 916 JOSEPH E LOWERY BOULEVARD ATLANTA GA 30318 582095413 501(C)(3) 10000 GENERAL SUPPORT UPPER VALLEY WALDORF SCHOOL 80 BLUFF ROAD PO BOX 709 QUECHEE VT 05059 030312346 501(C)(3) 17750 GENERAL SUPPORT VANGUARD CHARITABLE ENDOWMENT PROGRAM PO BOX 55766 BOSTON MA 02205 232888152 501(C)(3) 34816 GENERAL SUPPORT VERMONT FOODBANK 33 PARKER ROAD PO BOX 254 SOUTH BARRE VT 05670 223021942 501(C)(3) 7500 GENERAL SUPPORT WADE THOMAS PARENTS ASSOCIATION WADE THOMAS ELEMENTARY SCHOOL 150 ROSS AVENUE SAN ANSELMO CA 94960 942535840 501(C)(3) 7000 GENERAL SUPPORT WESTERN SHOSHONE DEFENSE PROJECT WSDP H-C 30 BOX 260 SPRING CREEK NV 89815 680027247 501(C)(3) 6000 GENERAL SUPPORT WILDEARTH GUARDIANS 312 MONTEZUMA SANTA FE NM 87501 850406306 501(C)(3) 25000 GENERAL SUPPORT WINDHAM FREE LIBRARY ASSOCIATION ON THE GREEN WINDHAM CT 06280 066039708 501(C)(3) 10000 GENERAL SUPPORT WOMEN FOR WOMEN 4455 CONNECTICUT AVE NW SUITE 200 WASHINGTON DC 20008 521838756 501(C)(3) 5250 GENERAL SUPPORT WOMEN IN TECHNOLOGY EDUCATION FOUNDATION 10378 DEMOCRACY LANE FAIRFAX VA 22030 900136831 501(C)(3) 48768 GENERAL SUPPORT WORLD FAMILY FOUNDATION PO BOX 612522 HONOLULU HI 96839 943261932 501(C)(3) 7500 GENERAL SUPPORT WORLD VISION INTERNATIONAL PO BOX 9716 DEPT W FEDERAL WAY WA 98063 951922279 501(C)(3) 20670 GENERAL SUPPORT YES FOUNDATION PO BOX 2 SAN ANSELMO CA 94979 942667704 501(C)(3) 7000 GENERAL SUPPORT 133 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 LISA HALL 182973 0 0 0 0 0 16055 0 5982 0 205010 0 0 0 CHARLES P HOLLANDS 166133 0 0 0 0 0 14399 0 5982 0 186514 0 0 0 JESSE CHANCELLOR 160625 0 0 0 0 0 12746 0 5982 0 179353 0 0 0 X 40 1906683 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 DECEMBER OF 2011. 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. PART VII - AVERAGE HOURS PER WEEK WITH RELATED ORGANIZATIONS: LISA HALL - 10.00 HOURS PER WEEK WITH COMMUNITY INVESTMENT PARTNERS, INC. HUMPHREY MENSAH - 1.00 HOURS PER WEEK WITH COMMUNITY INVESTMENT PARTNERS, INC. JESSE CHANCELLOR - 50.00 HOURS PER WEEK WITH COMMUNITY INVESTMENT PARTNERS, INC. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 136,921. TRANSFER TO GIVING ASSETS, INC. -15,142,496. TOTAL TO FORM 990, PART XI, LINE 5: -15,005,575. COMMUNITY INVESTMENT PARTNERS INC 7315 WISCONSIN AVE 11TH FLOOR BETHESDA MD 20814 272461977 PROMOTION OF COMMUNITY INVESTMENT MD N/A C 1356654 719796 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 COMMUNITY INVESTMENT PARTNERS INC O 1621696 FAIR MARKET VALUE