2011-05-16T14:43:11-05:00 2010-12-31 JOHNSON LAMBERT & CO LLP 700 SPRING FOREST ROAD STE 115 RALEIGH NC 27609 990 2010-01-01 521591398 CALVERT SOCIAL INVESTMENT FOUNDATION FOUNDATION INC CALV 8002480337 7315 WISCONSIN AVENUE 11TH FLOOR BETHESDA MD 20814 CHARLES HOLLANDS 8002480337 2011-05-16 1 9197196400 2010 2016-03-07 17:11:31Z LISA HALL 7315 WISCONSIN AVENUE 11TH FLOOR BETHESDA MD 20814 48195213 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 58 0 0 0 7734907 13193952 8348434 8380703 1204837 857526 190000 1850 17478178 22434031 4047900 5927650 0 0 3607581 3477592 0 0 526547 8189128 8009226 15844609 17414468 1633569 5019563 237644299 270657154 202017559 236143144 35626740 34514010 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 8923590 0 7894876 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. 5153872 4966277 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. 1708877 961373 MISSION PLUS PROGRAM - FINANCING HIGH IMPACT, INNOVATIVE COMMUNITY ORGANIZATIONS. 777206 0 485827 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. 777206 485827 16563545 1 1 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 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 2345 0 1 58 1 0 0 0 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 X X CHIP HOLLANDS CFO 3019519426 7315 WISCONSIN AVENUE BETHESDA MD 20814 CAROL ATWOOD 1.00 X 0 0 0 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 IRA W LIEBERMAN PHD 1.00 X 0 0 0 TERRANCE J MOLLNER 1.00 X 0 0 0 REGGIE STANLEY 1.00 X 0 0 0 KATHY STEARNS 1.00 X 0 0 0 FREDERICK J HARVEY III 1.00 X 0 0 0 D WAYNE SIBLY 1.00 X X 0 0 0 JOHN G GUFFEY JR 1.00 X X 0 0 0 SHARI BERENBACH 45.00 X 181440 0 22352 CHARLES P HOLLANDS 45.00 X 167260 0 30917 JAMES A RICHARDSON 45.00 X 152643 0 18540 LISA HALL 45.00 X 186243 0 32135 ELIZABETH GLENSHAW 45.00 X 0 0 0 TIMOTHY FREUNDLICH 45.00 X 0 0 0 JESSE CHANCELLOR 45.00 X 146269 0 12215 HUMPHREY Y MENSAH 45.00 X 126798 0 27094 LORI SCOTT 45.00 X 114560 0 7392 ELIZA ERIKSON 45.00 X 110039 0 19271 ART STEVENS 45.00 X 105345 0 26771 1290597 0 196687 9 0 1 0 TRIPLE JUMP MACHTWACHT 20 AMSTERDAM NL 1058EA INVESTMENT CONSULTING 178023 MICROVEST CAPITAL MANAGEMENT 7514 WISCONSIN AVE STE 400 BETHESDA MD 20814 INVESTMENT CONSULTING 146493 2 13193952 3284023 13193952 CALVERT COMMUNITY INVE 900099 7894876 7894876 COMMUNITY INVESTMENT P 900099 485827 485827 8380703 855835 855835 25762873 25761182 1691 1691 1691 FEE INCOME 900099 1850 1850 1850 22434031 8380703 0 859376 5841600 5841600 86050 86050 791530 554071 158306 79153 2001730 1401211 400346 200173 103332 72332 20667 10333 337830 236481 67566 33783 243170 243170 154766 120717 30954 3095 111292 86808 22258 2226 28034 14017 14017 1154398 1036760 60040 57598 5112 5112 12885 10129 2508 248 3776 3436 340 64016 9603 54413 251492 201194 25149 25149 86860 78173 4342 4345 5137224 5137224 71567 71567 20081 20081 PROVISION FOR LOAN LOSS 635144 635144 NRFC ADMINISTRATION EXP 87340 87340 REGISTRATION FEES 71073 71073 DUES & SUBSCRIPTIONS 56907 48371 8536 COMMISSIONS 53592 53592 3667 773107 -879884 110444 17414468 16563545 324376 526547 1965289 5290510 26293188 26686623 250000 750000 7491369 4952963 188238 235585 705542 346068 231261 359474 16114240 17003439 8039336 7500881 174914195 205249978 2157183 2627701 237644299 270657154 2219543 4118269 199798016 232024875 202017559 236143144 X 34107194 31595015 1331975 2731424 187571 187571 35626740 34514010 237644299 270657154 X 5019563 -6132293 X 0 1 1 X 0 X 9066905 15501771 10084183 7734907 13193952 55581718 9066905 15501771 10084183 7734907 13193952 55581718 8518207 47063511 1669329 1322570 1193421 1103743 855835 6144898 190000 1850 191850 61918466 33650170 0.76010 0.76070 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FEE INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 444 4 4101852 114266 3771061 140838 25738471 305845 1 1 705542 346068 359474 359474 CERTIFICATES OF DEPOSIT 52763035 F NOTES RECEIVABLE 150575894 F MISSION PLUS PLACEMENTS 1911049 F 205249978 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, 2010 AND 2009. 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GOOD CARD - NETWORK FOR GOOD 7920 NORFOLK AVENUE BETHESDA MD 20814 680480736 501(C)(3) 5101 GENERAL SUPPORT GRANT-MISSISSIPPI ASSN OF COOP ATTN KATRINA MCLIN 233 E HAMILTON ST JACKSON MS 39202 640516373 501(C)(3) 115000 GENERAL SUPPORT GRASSROOTS INTERNATIONAL 179 BOYLSTON STREET 4TH FLOOR BOSTON MA 02130 042791159 501(C)(3) 26750 GENERAL SUPPORT GREATER NEW ORLEANS FOUNDATION TRANSFORM NEW ORLEANS FUND 1055 ST CHARLES AVE NEW ORLEANS LA 701303981 720408921 501(C)(3) 10000 GENERAL SUPPORT HAITI EMERGENCY RELIEF FUND EAST BAY SANCTUARY COVENANT BERKLEY CA 94704 943249753 501(C)(3) 10000 GENERAL SUPPORT HAYMARKET PEOPLES FUND 42 SEAVERNS AVE BOSTON MA 02130 042586725 501(C)(3) 15000 GENERAL SUPPORT HUMAN RIGHTS WATCH 100 BUSH STREET SUITE 925 SAN FRANCISCO CA 94104 132875808 501(C)(3) 44750 GENERAL SUPPORT INN DWELLING 109 E PRICE STREET PHILADELPHIA PA 19144 232173051 501(C)(3) 5000 GENERAL SUPPORT INTERFAITH COMMUNITY CHURCH 1763 NW 62ND SEATTLE WA 38107 237059922 501(C)(3) 5000 GENERAL SUPPORT JOBS WITH JUSTICE EDUCATION FUND 1325 MASSACHUSETTS AVE NW STE 200 WASHINGTON DC 20005 521865575 501(C)(3) 8500 GENERAL SUPPORT JUBILEE PARTNERS PO BOX 68 COMER GA 30629 581281067 501(C)(3) 5000 GENERAL SUPPORT KNOX GATE NEIGHBORHOOD ASSOCIATION 3418 GATES PLACE BRONX NY 10467 133020575 501(C)(3) 20000 GENERAL SUPPORT LAKE PARK AUDUBON DOLLARS FOR SCHOLARS LAKE PARK AUDUBON HIGH SCHOOL LAKE PARK MN 56554 411939988 501(C)(3) 6000 SCHOLARSHIPS FOR COLLEGE LAMBI FUND OF HAITI PO BOX 18955 WASHINGTON DC 20036 521843357 501(C)(3) 10000 GENERAL SUPPORT LEAGUE OF WOMEN VOTERS OF MAINE EDUCATION FUND PO BOX 863 AUGUSTA ME 04332 043386477 501(C)(3) 10000 GENERAL SUPPORT LUNA KIDS DANCE PO BOX 9056 BERKELEY CA 94709 562467645 501(C)(3) 9395 GENERAL SUPPORT MAINE RURAL PARTNERS 4 YORK VILLAGE ORONO ME 04469 200427337 501(C)(3) 30000 GENERAL SUPPORT MAINELY GIRLS P O BOX 793 ROCKPORT ME 04856 010533659 501(C)(3) 5000 GENERAL SUPPORT MASSVOTE 41 WEST ST 700 BOSTON MA 02111 043574060 501(C)(3) 7000 GENERAL SUPPORT MAUI PREPARATORY ACADEMY 5095 NAPILIHAU ST LAHAINA HI 96761 990354508 501(C)(3) 5000 GENERAL SUPPORT MAYO CLINIC 13400 EAST SHEA BOULEVARD SCOTTSDALE AZ 85259 860800150 501(C)(3) 10000 GENERAL SUPPORT MEDSHARE 3240 CLIFTON SPRINGS ROAD DECATUR GA 30034 582433968 501(C)(3) 5000 GENERAL SUPPORT METROPOLITAN BAPTIST CHURCH 4025 N HARTFORD TULSA OK 74106 061736773 501(C)(3) 6975 GENERAL SUPPORT MICROCREDIT FOUNDATION 10350 BREN ROAD WEST MINNETONKA MN 55343 753146348 501(C)(3) 110000 GENERAL SUPPORT MID MAINE HOMELESS SHELTER PO BOX 2612 WATERVILLE ME 04903 010425115 501(C)(3) 10000 CHALLENGE GRANT MATCH FOR COMMUNITY FUNDRAISING TOWARDS BUILDING A NEW SHELTER HOME. MOTHER JONES 222 SUTTER STREET SUITE 600 SAN FRANCISCO CA 94609 942282759 501(C)(3) 5000 FOR THE ANITA FUND MY PLACE GERMANTOWN INC 109 EAST PRICE ST PHILADELPHIA PA 19144 208398383 501(C)(3) 5000 GENERAL SUPPORT NATURAL RESOURCES COUNCIL OF MAINE 3 WADE ST AUGUSTA ME 04330 010270690 501(C)(3) 30800 GENERAL SUPPORT CALVERT FOUNDATION 7315 WISCONSIN AVE SUITE 1100 BETHESDA MD 20814 521591398 501(C)(3) 23793 GENERAL SUPPORT NEW ECOLOGY INCCITY GROWER 15 COURT SQUARE BOSTON MA 02108 043447828 501(C)(3) 25000 GENERAL SUPPORT NORTHWEST AGRICULTURE BUSINESS CENTER 419 SOUTH FIRST STREET SUITE 200 MOUNT VERNON WA 98273 830449496 501(C)(3) 5000 GENERAL SUPPORT PARTNERS IN HEALTH PO BOX 845578 BOSTON MA 02284 043567502 501(C)(3) 82050 GENERAL SUPPORT PEER HEALTH EXCHANGE 1460 BROADWAY NEW YORK NY 10036 562374305 501(C)(3) 25000 GENERAL SUPPORT PIONEER VALLEY PROJECT 235 EASTERN AVENUE SPRINGFIELD MA 01109 043343623 501(C)(3) 8000 GENERAL SUPPORT TO ADDRESS CONDITIONS OF POVERTY AND SOCIAL JUSTICE IN SPRINGFIELD, MA. PLANNED PARENTHOOD FEDERATION OF AMERICA 434 WEST 33RD STREET NEW YORK NY 10001 131644147 501(C)(3) 21750 GENERAL SUPPORT POOR CLARES OF JOLIET 6200 E MINOOKA ROAD MINOOKA IL 60447 530196617 501(C)(3) 20500 GENERAL SUPPORT QUANTUM CATCH LLC PO BOX 12 GIBBON MN 55335 731646786 501(C)(3) 62000 GENERAL SUPPORT REACH BEYOND DOMESTIC VIOLENCE PO BOX 540024 WALTHAM MA 02454 042735449 501(C)(3) 28526 GENERAL SUPPORT REAL CHANGE HOMELESS EMPOWERMENT PROJECT 2129 2ND AVE SEATTLE WA 98121 911817387 501(C)(3) 10250 OPERATING EXPENSES REDWOOD JUSTICE FUND - PRISON RADIO PROJECT PO BOX 411074 SAN FRANCISCO CA 94141 680334309 501(C)(3) 5000 GENERAL SUPPORT REVELS NORTH PO BOX 415 HANOVER NH 03755 222629433 501(C)(3) 5000 GENERAL SUPPORT ROOT CAPITAL 955 MASSACHUSETTS AVE CAMBRIDGE MA 02139 043478123 501(C)(3) 500000 GENERAL SUPPORT SAINT LUKES HOSPITAL FOUNDATION 4225 BALTIMORE AVENUE KANSAS CITY MO 64111 446014699 501(C)(3) 5000 GENERAL SUPPORT SAMARITANS PURSE PO BOX 3000 BOONE NC 28607 581437002 501(C)(3) 15000 GENERAL SUPPORT SAN FRANCISCO CHAMBER ORCHESTRA PO BOX 591566 SAN FRANCISCO CA 94159 946130967 501(C)(3) 6000 FOR THE CLASSICAL REVOLUTION WITH WEBER LAGO PROJECT SAN FRANCISCO DAY SCHOOL 350 MASONIC AVENUE SAN FRANCISCO CA 94118 942570257 501(C)(3) 10000 ANNUAL FUND CONTRIBUTION SAN FRANCISCO FRIENDS OF CHAMBER MUSIC 3701 SACRAMENTO ST PMB 357 SAN FRANCISCO CA 94118 943298643 501(C)(3) 12250 GENERAL SUPPORT SCOTTSBORO JACKSON COUNTY MULTICULTURAL HERITAGE FOUNDATION 116 NEWPORT DRIVE SCOTTSBORO AL 35768 263003042 501(C)(3) 37500 GENERAL SUPPORT SLOW MONEY ALLIANCE 320 WASHINGTON ST BROOKLINE MA 02445 264282320 501(C)(3) 50000 GENERAL SUPPORT SOMERSET ECONOMIC DEVELOPMENT CORPORATION 41 COURT ST SKOWHEGAN ME 04976 010535534 501(C)(3) 50000 GENERAL SUPPORT SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVENUE MONTGOMERY AL 36101 630598743 501(C)(3) 7000 OFFER OF MATCHING FUNDS SOLAR ELECTRIC LIGHT FUND 1612 K STREET NW SUITE 402 WASHINGTON DC 20006 521701564 501(C)(3) 9405 GENERAL SUPPORT ST STEPHEN AND THE INCARNATION 1525 NEWTON STREET NW WASHINGTON DC 20010 530220713 501(C)(3) 5100 GENERAL SUPPORT SUSTAINABLE HARVEST INTERNATIONAL 81 NEWBURY NECK ROAD SURRY ME 04684 043370577 501(C)(3) 10000 GENERAL SUPPORT SUSTAINABLE MARKETS FOUNDATIONPROJECT 350 45 W 36TH ST - 6TH FLOOR NEW YORK NY 10018 134188834 501(C)(3) 35000 GENERAL SUPPORT TANGLEWOOD 4H CAMP & LEARNING CENTER 1 TANGLEWOOD RD LINCOLNVILLE ME 04849 010533472 501(C)(3) 5000 GENERAL SUPPORT TECHNOSERVE 148 EAST AVE STE 3H NORWALK CT 06851 132626135 501(C)(3) 20000 GENERAL SUPPORT TELLING THE TRUTH 777 S BARKER ROAD BROOKFIELD WI 53045 263794383 501(C)(3) 5500 GENERAL SUPPORT TEMPLE BETH SHALOM 670 HIGHLAND AVE NEEDHAM MA 02494 666002849 501(C)(3) 5500 GENERAL SUPPORT THE BRECHT FORUM INC 451 WEST STREET NEW YORK NY 10014 133219381 501(C)(3) 10000 GENERAL SUPPORT THE HARTSBROOK SCHOOL - (PIONEER VALLEY WALDORF SCHOOL ASSOCIATION) 193 BAY RD HADLEY MA 01035 042734173 501(C)(3) 28000 GENERAL SUPPORT THE LEUKEMIA & LYMPHOMA SOCIETY INC 1311 MAMARONECK AVENUE WHITE PLAINS NY 10605 135644916 501(C)(3) 20250 GENERAL SUPPORT THE RAMSEY HIGH SCHOOL FIELD LIGHTING COMMITTEE INC 1 GRAND AVENUE SUITE 3 ENGLEWOOD NJ 07631 223391080 501(C)(3) 5000 GENERAL SUPPORT THE RECTORY SCHOOL 528 POMFRET ST POMFRET CT 06258 060646805 501(C)(3) 17500 GENERAL SUPPORT THE REINVESTMENT FUND CAST IRON BUILDING 718 ARCH ST SUITE 300 NORTH PHILADELPHIA PA 19106 232331946 501(C)(3) 6000 GENERAL SUPPORT THE TRUST FOR PUBLIC LAND 116 NEW MONTGOMERY STREET SAN FRANCISCO CA 94105 237222333 501(C)(3) 10000 GENERAL SUPPORT UNITED STATES FUND FOR UNICEF 125 MAIDEN LANE NEW YORK NY 10038 131760110 501(C)(3) 13500 GENERAL SUPPORT UNITED WAY OF CHITTENDEN COUNTY INC 412 FARRELL ST SOUTH BURLINGTON VT 05403 030217229 501(C)(3) 25000 GENERAL SUPPORT UNITY SCHOOL OF CHRISTIANITY 1901 NW BLUE PARKWAY LESS SUMMIT MO 64065 440546000 501(C)(3) 5500 ONE HALF TO SILENT UNITY AND ONE HALF TO GENERAL NEED UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION 2080 ADDISON ST BERKELEY CA 94720 946090626 501(C)(3) 7500 DONATION FOR THE CAL FUND UNIVERSITY OF MICHIGAN SCHOOL OF NATURAL RESOURCES AND ENVIRONMENT 440 CHURCH STREET ANN ARBOR MI 48109 386006309 501(C)(3) 20000 GENERAL SUPPORT UNIVERSITY OF WASHINGTON FOUNDATION P O BOX 359505 SEATTLE WA 98195 943079432 501(C)(3) 5250 FOR THE GREENHOUSE SUPPORT FUND VILLAGE HARMONY 5748 HOLLISTER HILL ROAD MARSHFIELD VT 05658 030352863 501(C)(3) 10000 GENERAL SUPPORT VISIONSPRING 322 EIGHTH AVENUE NEW YORK NY 10001 311811558 501(C)(3) 50000 GENERAL SUPPORT WASHINGTON HANCOCK COMMUNITY AGENCY PO BOX 299 ELLSWORTH ME 04605 237226828 501(C)(3) 10000 GENERAL SUPPORT WORLD FAMILY FOUNDATION PO BOX 612522 HONOLULU HI 96839 943261932 501(C)(3) 16400 GENERAL SUPPORT YESHIVA UNIVERSITY CENTER FOR ETHICS 2495 AMSTERDAM AVENUE NEW YORK NY 10033 131624225 501(C)(3) 10000 STRENGTHENING RURAL ASSET-BASED ECONOMIES AND ECONOMIC STRATEGIES ZING FOUNDATION 21 LINWOOD ST ARLINGTON MA 02474 571190359 501(C)(3) 5000 TO INCREASE ACCESS TO MARKETS AND OPPORTUNITIES FOR URBAN AND RURAL FARMERS THROUGHOUT THE GULF COAST AND MID SOUTH REGIONS UNIVERSITY FRIENDS MEETING 4001 9TH AVENUE NE SEATTLE WA 98105 916028002 501(C)(3) 6000 GENERAL SUPPORT VERMONT FOODBANK 33 PARKER ROAD SOUTH BARRE VT 05670 223021942 501(C)(3) 7500 GENERAL SUPPORT 202 PHILANTHROPIC SERVICES 1 80000 PARTICIPATION GRANT 3 6050 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 SHARI BERENBACH 180000 0 0 0 1440 0 9161 0 13191 0 203792 0 0 0 CHARLES P HOLLANDS 150820 0 15000 0 1440 0 11971 0 18946 0 198177 0 0 0 JAMES A RICHARDSON 152643 0 0 0 0 0 11742 0 6798 0 171183 0 0 0 LISA HALL 169803 0 15000 0 1440 0 13277 0 18858 0 218378 0 0 0 JESSE CHANCELLOR 129829 0 15000 0 1440 0 10118 0 2097 0 158484 0 0 0 HUMPHREY Y MENSAH 116858 0 8500 0 1440 0 8270 0 18824 0 153892 0 0 0 X 34 3284023 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 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS 1,077,374. OTHER THAN TEMPORARY IMPAIRMENT -1,000,000. TRANSFER TO GIVING ASSETS, INC. -6,209,667. TOTAL TO FORM 990, PART XI, LINE 5: -6,132,293. COMMUNITY INVESTMENT PARTNERS INC 7315 WISCONSIN AVE 11TH FLOOR BETHESDA MD 20814 272461977 PROMOTION OF COMMUNITY INVESTMENT MD N/A C 966239 495961 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 1059214 FAIR MARKET VALUE