Check if self-employed OMB No. 1545-0047 Department of the Treasury Internal Revenue Service Check if applicable: Address change Name change Initial return Termin- ated Amended return Gross receipts $ Applica- tion pending Are all subordinates included? 332001 10-29-13 | Do not enter Social Security numbers on this form as it may be made public. Beginning of Current Year Paid Preparer Use Only Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations) Open to Public Inspection | Information about Form 990 and its instructions is at A For the 2013 calendar year, or tax year beginning and ending B C D Employer identification number E G H(a) H(b) H(c) F Yes No Yes No I J K Website: | L M 1 2 3 4 5 6 7 3 4 5 6 7a 7b a b Activities & Governance Prior Year Current Year 8 9 10 11 12 13 14 15 16 17 18 19 Revenue a b Expenses End of Year 20 21 22 Sign Here Yes No For Paperwork Reduction Act Notice, see the separate instructions. (or P.O. box if mail is not delivered to street address) Room/suite ) 501(c)(3) 501(c) ( (insert no.) 4947(a)(1) or 527 | Corporation Trust Association Other Form of organization: Year of formation: State of legal domicile: | | Net Assets or Fund Balances Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge. Signature of officer Date Type or print name and title Date PTIN Print/Type preparer’s name Preparer’s signature Firm’s name Firm’s EIN Firm’s address Phone no. Form Name of organization Doing Business As Number and street Telephone number City or town, state or province, country, and ZIP or foreign postal code Is this a group return for subordinates? Name and address of principal officer: ~~ If "No," attach a list. (see instructions) Group exemption number | Tax-exempt status: Briefly describe the organization’s mission or most significant activities: Check this box if the organization discontinued its operations or disposed of more than 25% of its net assets. Number of voting members of the governing body (Part VI, line 1a) Number of independent voting members of the governing body (Part VI, line 1b) Total number of individuals employed in calendar year 2013 (Part V, line 2a) ~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~ Total number of volunteers (estimate if necessary) Total unrelated business revenue from Part VIII, column (C), line 12 Net unrelated business taxable income from Form 990-T, line 34 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~ Contributions and grants (Part VIII, line 1h) ~~~~~~~~~~~~~~~~~~~~~ Program service revenue (Part VIII, line 2g) ~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~ Investment income (Part VIII, column (A), lines 3, 4, and 7d) Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) ~~~~~~~~ Total revenue - add lines 8 through 11 (must equal Part VIII, column (A), line 12) Grants and similar amounts paid (Part IX, column (A), lines 1-3) Benefits paid to or for members (Part IX, column (A), line 4) Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-10) ~~~~~~~~~~~ ~~~~~~~~~~~~~ ~~~ Professional fundraising fees (Part IX, column (A), line 11e) Total fundraising expenses (Part IX, column (D), line 25) ~~~~~~~~~~~~~~ Other expenses (Part IX, column (A), lines 11a-11d, 11f-24e) Total expenses. Add lines 13-17 (must equal Part IX, column (A), line 25) Revenue less expenses. Subtract line 18 from line 12 ~~~~~~~~~~~~~ ~~~~~~~ Total assets (Part X, line 16) Total liabilities (Part X, line 26) Net assets or fund balances. Subtract line 21 from line 20 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~~ May the IRS discuss this return with the preparer shown above? (see instructions) LHA Form (2013) www.irs.gov/form990. Part I Summary Signature Block Part II 990 Return of Organization Exempt From Income Tax 990 2013 § = = 9 9 9 **PUBLIC DISCLOSURE COPY** CALVERT SOCIAL INVESTMENT FOUNDATION, INC. 52-1591398 7315 WISCONSIN AVENUE 1100W 800-248-0337 48,746,706. BETHESDA, MD 20814 JENNIFER PRYCE X SAME AS C ABOVE X WWW.CALVERTFOUNDATION.ORG X 1988 MD SEE SCHEDULE O 14 14 48 0 0. 0. 6,428,345. 4,256,380. 7,982,221. 8,708,662. 212,323. 246,418. 150,000. 11,862. 14,772,889. 13,223,322. 2,443,966. 2,461,354. 0. 0. 3,644,432. 3,952,905. 0. 0. 597,456. 6,018,669. 6,135,442. 12,107,067. 12,549,701. 2,665,822. 673,621. 267,943,859. 272,829,576. 241,827,410. 245,756,591. 26,116,449. 27,072,985. HUMPHREY MENSAH, INTERIM CFO JOHN HUSKINS 05/09/14 P01081531 JOHNSON LAMBERT LLP 52-1446779 700 SPRING FOREST ROAD, SUITE 115 RALEIGH, NC 27609 (919) 719-6400 X
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Checkifself-employed
OMB No. 1545-0047
Department of the TreasuryInternal Revenue Service
Check ifapplicable:
AddresschangeNamechangeInitialreturn
Termin-atedAmendedreturn Gross receipts $
Applica-tionpending
Are all subordinates included?
332001 10-29-13
| Do not enter Social Security numbers on this form as it may be made public.
Beginning of Current Year
Paid
Preparer
Use Only
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
Open to Public Inspection| Information about Form 990 and its instructions is at
A For the 2013 calendar year, or tax year beginning and ending
B C D Employer identification number
E
G
H(a)
H(b)
H(c)
F Yes No
Yes No
I
J
K
Website: |
L M
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2
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Ac
tivi
tie
s &
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vern
an
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Prior Year Current Year
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Re
ven
ue
a
b
Ex
pe
ns
es
End of Year
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Sign
Here
Yes No
For Paperwork Reduction Act Notice, see the separate instructions.
(or P.O. box if mail is not delivered to street address) Room/suite
)501(c)(3) 501(c) ( (insert no.) 4947(a)(1) or 527
|Corporation Trust Association OtherForm of organization: Year of formation: State of legal domicile:
|
|
Net
Ass
ets
orFu
nd B
alan
ces
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is
true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Signature of officer Date
Type or print name and title
Date PTINPrint/Type preparer's name Preparer's signature
Firm's name Firm's EIN
Firm's address
Phone no.
Form
Name of organization
Doing Business As
Number and street Telephone number
City or town, state or province, country, and ZIP or foreign postal code
Is this a group return
for subordinates?Name and address of principal officer: ~~
If "No," attach a list. (see instructions)
Group exemption number |
Tax-exempt status:
Briefly describe the organization's mission or most significant activities:
Check this box if the organization discontinued its operations or disposed of more than 25% of its net assets.
Number of voting members of the governing body (Part VI, line 1a)
Number of independent voting members of the governing body (Part VI, line 1b)
Total number of individuals employed in calendar year 2013 (Part V, line 2a)
~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~
Total number of volunteers (estimate if necessary)
Total unrelated business revenue from Part VIII, column (C), line 12
Net unrelated business taxable income from Form 990-T, line 34
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~
����������������������
Contributions and grants (Part VIII, line 1h) ~~~~~~~~~~~~~~~~~~~~~
Program service revenue (Part VIII, line 2g) ~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~Investment income (Part VIII, column (A), lines 3, 4, and 7d)
Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) ~~~~~~~~
Total revenue - add lines 8 through 11 (must equal Part VIII, column (A), line 12) ���
Grants and similar amounts paid (Part IX, column (A), lines 1-3)
Benefits paid to or for members (Part IX, column (A), line 4)
JOHN HUSKINS 05/09/14 P01081531JOHNSON LAMBERT LLP 52-1446779700 SPRING FOREST ROAD, SUITE 115RALEIGH, NC 27609 (919) 719-6400
X
Code: Expenses $ including grants of $ Revenue $
Code: Expenses $ including grants of $ Revenue $
Code: Expenses $ including grants of $ Revenue $
Expenses $ including grants of $ Revenue $
33200210-29-13
1
2
3
4
Yes No
Yes No
4a
4b
4c
4d
4e
Form 990 (2013) Page
Check if Schedule O contains a response or note to any line in this Part III ����������������������������
Briefly describe the organization's mission:
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ?
If "Yes," describe these new services on Schedule O.
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization cease conducting, or make significant changes in how it conducts, any program services?
If "Yes," describe these changes on Schedule O.
~~~~~~
Describe the organization's program service accomplishments for each of its three largest program services, as measured by expenses.
Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and
revenue, if any, for each program service reported.
( ) ( ) ( )
( ) ( ) ( )
( ) ( ) ( )
Other program services (Describe in Schedule O.)
( ) ( )
Total program service expenses |
Form (2013)
2Statement of Program Service AccomplishmentsPart III
990
CALVERT SOCIAL INVESTMENTFOUNDATION, INC. 52-1591398
THE CALVERT SOCIAL INVESTMENT FOUNDATION, INC. WORKS TO MAXIMIZE THEFLOW OF CAPITAL TO COMMUNITY DEVELOPMENT ORGANIZATIONS FOR THE BENEFITOF UNDERSERVED COMMUNITIES AND INDIVIDUALS TO ACHIEVE A MORE EQUITABLEAND SUSTAINABLE SOCIETY.
X
X
7,739,433. 8,476,135.CALVERT COMMUNITY INVESTMENT NOTES BRING TOGETHER THE FINANCIALBENEFITS OF AN INVESTMENT AND THE SOCIAL IMPACT OF A CHARITABLEDONATION. EACH AND EVERY DOLLAR INVESTED IN THE NOTE IS PLACED IN ADIVERSIFIED LOAN POOL WITH THE OBJECTIVE OF EARNING BOTH A FINANCIALAND A SOCIAL RETURN. THE CAPITAL RAISED THROUGH THE NOTES DIRECTLYSUPPORTS AFFORDABLE HOUSING, SMALL BUSINESSES, MICROENTERPRISES AROUNDTHE WORLD, AND OTHER HIGH SOCIAL IMPACT INITIATIVES.
2,486,667. 2,461,354.CALVERT GIVING FUND IS AN INNOVATIVE DONOR ADVISED FUND THAT LEVERAGESTHE POWER OF IMPACT INVESTING TO PUT MORE MONEY TO WORK FOR SOCIAL ANDENVIRONMENTAL BENEFIT. ORGANIZATIONS, FAMILIES OR INDIVIDUALS ESTABLISHAN ACCOUNT WITH AN INITIAL TAX-DEDUCTIBLE CONTRIBUTION TO THE GIVINGFUND. THE CONTRIBUTION IS INVESTED IN SOCIAL IMPACT ORGANIZATIONSALLOWING DONORS TO RECOMMEND GRANTS TO QUALIFIED NONPROFIT ORGANIZATIONOVER AN EXTENDED PERIOD OF TIME.
858,148. 232,527.CALVERT FOUNDATION'S ADVISORY SERVICES PROGRAM, COMMUNITY INVESTMENTPARTNERS (CIP), ADMINISTERS COMMUNITY INVESTMENT PROGRAM ASSETS FORFAMILY FOUNDATIONS, FAITH-BASED INSTITUTIONS, SOCIALLY RESPONSIBLEBUSINESSES AND OTHER ORGANIZATIONS SEEKING TO CHANNEL CAPITAL TOCOMMUNITY PROJECTS IN AN EFFICIENT, DISCIPLINED AND RECOVERABLE MANNER.CIP HELPS THESE GROUPS SUPPORT OR INITIATE PROGRAMS THAT FINANCEAFFORDABLE HOMES, FUND SMALL AND MICRO-BUSINESSES, AND MAKE ESSENTIALCOMMUNITY SERVICES AVAILABLE.
11,084,248.
33200310-29-13
Yes No
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Section 501(c)(3) organizations.
a
b
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f
a
b
11a
11b
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11f
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12b
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20a
20b
a
b
a
b
If "Yes," complete Schedule ASchedule B, Schedule of Contributors
If "Yes," complete Schedule C, Part I
If "Yes," complete Schedule C, Part II
If "Yes," complete Schedule C, Part III
If "Yes," complete Schedule D, Part I
If "Yes," complete Schedule D, Part IIIf "Yes," complete
Schedule D, Part III
If "Yes," complete Schedule D, Part IV
If "Yes," complete Schedule D, Part V
If "Yes," complete Schedule D,Part VI
If "Yes," complete Schedule D, Part VII
If "Yes," complete Schedule D, Part VIII
If "Yes," complete Schedule D, Part IXIf "Yes," complete Schedule D, Part X
If "Yes," complete Schedule D, Part XIf "Yes," complete
Schedule D, Parts XI and XII
If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optionalIf "Yes," complete Schedule E
If "Yes," complete Schedule F, Parts I and IV
If "Yes," complete Schedule F, Parts II and IV
If "Yes," complete Schedule F, Parts III and IV
If "Yes," complete Schedule G, Part I
If "Yes," complete Schedule G, Part IIIf "Yes,"
complete Schedule G, Part IIIIf "Yes," complete Schedule H
Form 990 (2013) Page
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Is the organization required to complete ?
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for
public office?
~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization engage in lobbying activities, or have a section 501(h) election in effect
during the tax year?
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or
similar amounts as defined in Revenue Procedure 98-19?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to
provide advice on the distribution or investment of amounts in such funds or accounts?
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures?
Did the organization maintain collections of works of art, historical treasures, or other similar assets?
If "Yes," indicate the number of Forms 8282 filed during the year
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
~~~~~~~~~~~~~~~~
~~~~~~~
~~~~~~~~~Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?
~
Did the organization make any taxable distributions under section 4966?
Did the organization make a distribution to a donor, donor advisor, or related person?
~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~
Enter:
Initiation fees and capital contributions included on Part VIII, line 12
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
~~~~~~~~~~~~~~~
~~~~~~
Enter:
Gross income from members or shareholders
Gross income from other sources (Do not net amounts due or paid to other sources against
amounts due or received from them.)
~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Is the organization filing Form 990 in lieu of Form 1041?
If "Yes," enter the amount of tax-exempt interest received or accrued during the year ������
Is the organization licensed to issue qualified health plans in more than one state?
See the instructions for additional information the organization must report on Schedule O.
~~~~~~~~~~~~~~~~~~~~~
Enter the amount of reserves the organization is required to maintain by the states in which the
organization is licensed to issue qualified health plans
Enter the amount of reserves on hand
~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization receive any payments for indoor tanning services during the tax year?
If "Yes," has it filed a Form 720 to report these payments?
~~~~~~~~~~~~~~~~
����������
5Part V Statements Regarding Other IRS Filings and Tax Compliance
990
J
CALVERT SOCIAL INVESTMENTFOUNDATION, INC. 52-1591398
21750
X
48X
X
XECUADOR
XX
X
X
X
XX
XX
X
332006 10-29-13
Yes No
1a
1b
1
2
3
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5
6
7
8
9
a
b
2
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7a
7b
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9
a
b
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Yes No
10
11
a
b
10a
10b
11a
12a
12b
12c
13
14
15a
15b
16a
16b
a
b
12a
b
c
13
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15
a
b
16a
b
17
18
19
20
For each "Yes" response to lines 2 through 7b below, and for a "No" responseto line 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
If "Yes," provide the names and addresses in Schedule O(This Section B requests information about policies not required by the Internal Revenue Code.)
If "No," go to line 13
If "Yes," describein Schedule O how this was done
(explain in Schedule O)
If there are material differences in voting rights among members of the governing body, or if the governing
body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts?
Form (2013)
Form 990 (2013) Page
Check if Schedule O contains a response or note to any line in this Part VI ���������������������������
Enter the number of voting members of the governing body at the end of the tax year
Enter the number of voting members included in line 1a, above, who are independent
~~~~~~
~~~~~~
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other
officer, director, trustee, or key employee? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization delegate control over management duties customarily performed by or under the direct supervision
of officers, directors, or trustees, or key employees to a management company or other person? ~~~~~~~~~~~~~~
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
Did the organization become aware during the year of a significant diversion of the organization's assets?
Did the organization have members or stockholders?
~~~~~
~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or
more members of the governing body?
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or
persons other than the governing body?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
The governing body?
Each committee with authority to act on behalf of the governing body?
(do not check more than onebox, unless person is both anofficer and a director/trustee)
332007 10-29-13
current
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a
current
current
former
former directors or trustees
(A) (B) (C) (D) (E) (F)
Form 990 (2013) Page
Check if Schedule O contains a response or note to any line in this Part VII ���������������������������
Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization's tax year.
¥ List all of the organization's officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation.Enter -0- in columns (D), (E), and (F) if no compensation was paid.
¥ List all of the organization's key employees, if any. See instructions for definition of "key employee."¥ List the organization's five highest compensated employees (other than an officer, director, trustee, or key employee) who received report-
able compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the organization and any related organizations.
¥ List all of the organization's officers, key employees, and highest compensated employees who received more than $100,000 ofreportable compensation from the organization and any related organizations.
¥ List all of the organization's that received, in the capacity as a former director or trustee of the organization,more than $10,000 of reportable compensation from the organization and any related organizations.
List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
PositionName and Title Average hours per
week (list any
hours forrelated
organizationsbelowline)
Reportablecompensation
from the
organization(W-2/1099-MISC)
Reportablecompensationfrom related
organizations(W-2/1099-MISC)
Estimatedamount of
othercompensation
from theorganizationand related
organizations
Form (2013)
7Part VII Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated
Employees, and Independent Contractors
990
CALVERT SOCIAL INVESTMENTFOUNDATION, INC. 52-1591398
(1) SHARI BERENBACK 1.00DIRECTOR X 0. 0. 0.(2) MARGARET CLARK 1.00DIRECTOR X 0. 0. 0.(3) FREDERICK HARVEY 1.00DIRECTOR X 0. 0. 0.(4) MARY HOUGHTON 1.00DIRECTOR X 0. 0. 0.(5) BARBARA J. KRUMSIEK 1.00DIRECTOR X 0. 0. 0.(6) GREG RATLIFF 1.00DIRECTOR X 0. 0. 0.(7) IRA LIEBERMAN 1.00DIRECTOR X 0. 0. 0.(8) KATHY STEARNS 1.00DIRECTOR X 0. 0. 0.(9) JOSH MAILMAN 1.00DIRECTOR X 0. 0. 0.(10) RONALD WOLFSHEIMER 1.00DIRECTOR X 0. 0. 0.(11) CAROL ATWOOD 1.00DIRECTOR & ADVANCEMENT COMMITTEE CHA X 0. 0. 0.(12) TERRANCE J. MOLLNER 1.00DIRECTOR & GOVERNANCE COMMITTEE CHAI X 0. 0. 0.(13) JOHN G. GUFFEY, JR. 1.00CO-CHAIR; AUDIT COMMITTEE CHAIR; ACT X X 0. 0. 0.(14) D. WAYNE SILBY 1.00CO-CHAIR & FINANCE COMMITTEE CHAIR X X 0. 0. 0.(15) JENNIFER PRYCE 40.00PRESIDENT & CEO FROM 9/2013 X 164,505. 0. 31,979.(16) LISA HALL 40.00PRESIDENT & CEO THRU 9/2013 X 210,151. 0. 32,727.(17) HUMPHREY MENSAH 40.00INTERIM CFO & CHIEF TECHNOLOGY OFFIC X 138,713. 0. 29,475.
Form
er
Indi
vidu
al tr
uste
e or
dire
ctor
Inst
itutio
nal t
rust
ee
Offi
cer
Hig
hest
com
pens
ated
empl
oyee
Key
empl
oyee
(do not check more than onebox, unless person is both anofficer and a director/trustee)
33200810-29-13
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
(B) (C)(A) (D) (E) (F)
1b
c
d
Sub-total
Total from continuation sheets to Part VII, Section A
Total (add lines 1b and 1c)
2
Yes No
3
4
5
former
3
4
5
Section B. Independent Contractors
1
(A) (B) (C)
2
(continued)
If "Yes," complete Schedule J for such individual
If "Yes," complete Schedule J for such individual
If "Yes," complete Schedule J for such person
Page Form 990 (2013)
PositionAverage hours per
week(list any
hours forrelated
organizationsbelowline)
Name and title Reportablecompensation
from the
organization(W-2/1099-MISC)
Reportablecompensationfrom related
organizations(W-2/1099-MISC)
Estimatedamount of
othercompensation
from theorganizationand related
organizations
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
~~~~~~~~~~ |
������������������������ |
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable
compensation from the organization |
Did the organization list any officer, director, or trustee, key employee, or highest compensated employee on
line 1a? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization
and related organizations greater than $150,000? ~~~~~~~~~~~~~
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services
rendered to the organization? ������������������������
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from
the organization. Report compensation for the calendar year ending with or within the organization's tax year.
Name and business address Description of services Compensation
Total number of independent contractors (including but not limited to those listed above) who received more than
$100,000 of compensation from the organization |
Form (2013)
8Part VII
990
CALVERT SOCIAL INVESTMENTFOUNDATION, INC. 52-1591398
(18) KATHY ROCK 40.00CFO & CRO THRU 10/2013 X 165,155. 0. 25,547.(19) DAVID KYLE 40.00CHIEF OPERATING OFFICER X 196,980. 0. 33,340.(20) LORRAINE GORDON 40.00VP, HUMAN RESOURCES X 140,964. 0. 24,585.(21) ANGELA ATHERTON 40.00VP, RISK X 133,889. 0. 19,973.(22) LAURI MICHEL 40.00VP, UNDERWRITING X 125,400. 0. 20,713.(23) CATHERINE GODSCHALK 40.00VP, LENDING X 115,404. 0. 18,398.(24) MICHELLE HALLMAN 40.00DIRECTOR, COMPLIANCE X 102,014. 0. 0.
CALVERT GIVING FUND FEE INCOME 900099 11,862. 11,862.
11,862.13,223,322. 8,708,662. 0. 258,280.
Check here if following SOP 98-2 (ASC 958-720)
332010 10-29-13
Total functional expenses.
Joint costs.
(A) (B) (C) (D)
1
2
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5
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11
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b
c
d
e
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g
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24
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b
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d
e
25
26
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).
Grants and other assistance to governments and
organizations in the United States. See Part IV, line 21
Compensation not included above, to disqualified
persons (as defined under section 4958(f)(1)) and
persons described in section 4958(c)(3)(B)
Pension plan accruals and contributions (include
section 401(k) and 403(b) employer contributions)
Professional fundraising services. See Part IV, line 17
(If line 11g amount exceeds 10% of line 25,
column (A) amount, list line 11g expenses on Sch O.)
Other expenses. Itemize expenses not covered above. (List miscellaneous expenses in line 24e. If line24e amount exceeds 10% of line 25, column (A)amount, list line 24e expenses on Schedule O.)
Add lines 1 through 24e
Complete this line only if the organization
reported in column (B) joint costs from a combined
educational campaign and fundraising solicitation.
Form 990 (2013) Page
Check if Schedule O contains a response or note to any line in this Part IX ��������������������������
Total expenses Program serviceexpenses
Management andgeneral expenses
Fundraisingexpenses
Grants and other assistance to individuals in
the United States. See Part IV, line 22 ~~~
Grants and other assistance to governments,
organizations, and individuals outside the
United States. See Part IV, lines 15 and 16 ~
Benefits paid to or for members ~~~~~~~
Compensation of current officers, directors,
trustees, and key employees ~~~~~~~~
~~~
Other salaries and wages ~~~~~~~~~~
Other employee benefits ~~~~~~~~~~
Payroll taxes ~~~~~~~~~~~~~~~~
Fees for services (non-employees):
Management
Legal
Accounting
Lobbying
~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~
Investment management fees
Other.
~~~~~~~~
Advertising and promotion
Office expenses
Information technology
Royalties
~~~~~~~~~
~~~~~~~~~~~~~~~
~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~
Occupancy ~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~Travel
Payments of travel or entertainment expenses
for any federal, state, or local public officials
Conferences, conventions, and meetings ~~
Interest
Payments to affiliates
~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~
Depreciation, depletion, and amortization
Insurance
~~
~~~~~~~~~~~~~~~~~
~~
All other expenses
|
Form (2013)
Do not include amounts reported on lines 6b,7b, 8b, 9b, and 10b of Part VIII.
10Part IX Statement of Functional Expenses
990
CALVERT SOCIAL INVESTMENTFOUNDATION, INC. 52-1591398
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to
qualify under the tests listed below, please complete Part II.)
2009 2010 2011 2012 2013 Total
Gifts, grants, contributions, and
membership fees received. (Do not
include any "unusual grants.") ~~
Gross receipts from admissions,merchandise sold or services per-formed, or facilities furnished inany activity that is related to theorganization's tax-exempt purpose
Gross receipts from activities that
are not an unrelated trade or bus-
iness under section 513 ~~~~~
Tax revenues levied for the organ-
ization's benefit and either paid to
or expended on its behalf ~~~~
The value of services or facilities
furnished by a governmental unit to
the organization without charge ~
~~~ Add lines 1 through 5
Amounts included on lines 1, 2, and
3 received from disqualified persons
~~~~~~
Add lines 7a and 7b ~~~~~~~
2009 2010 2011 2012 2013 Total
Amounts from line 6 ~~~~~~~Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources ~
~~~~
Add lines 10a and 10b ~~~~~~Net income from unrelated businessactivities not included in line 10b, whether or not the business is regularly carried on ~~~~~~~Other income. Do not include gainor loss from the sale of capitalassets (Explain in Part IV.) ~~~~
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization,
check this box and ���������������������������������������������������� |
Public support percentage for 2013 (line 8, column (f) divided by line 13, column (f))
Public support percentage from 2012 Schedule A, Part III, line 15
~~~~~~~~~~~~ %
%��������������������
Investment income percentage for (line 10c, column (f) divided by line 13, column (f))
Investment income percentage from Schedule A, Part III, line 17
~~~~~~~~ %
%~~~~~~~~~~~~~~~~~~
If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not
more than 33 1/3%, check this box and The organization qualifies as a publicly supported organization ~~~~~~~~~~ |
If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3%, and
line 18 is not more than 33 1/3%, check this box and The organization qualifies as a publicly supported organization~~~~ |
If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions �������� |
Part III Support Schedule for Organizations Described in Section 509(a)(2)
Section A. Public Support
Section B. Total Support
Section C. Computation of Public Support Percentage
Section D. Computation of Investment Income Percentage
332024 09-25-13
4
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013 Page
Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12.
Also complete this part for any additional information. (See instructions).
Part IV Supplemental Information.
CALVERT SOCIAL INVESTMENTFOUNDATION, INC. 52-1591398
SCHEDULE A, PART II, LINE 10, EXPLANATION FOR 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.
OMB No. 1545-0047
Department of the TreasuryInternal Revenue Service
32345110-24-13
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
(Form 990, 990-EZ,or 990-PF)
| Attach to Form 990, Form 990-EZ, or Form 990-PF.| Information about Schedule B (Form 990, 990-EZ, or 990-PF) and
its instructions is at .
Name of the organization Employer identification number
Organization type
Filers of: Section:
not
General Rule Special Rule.
Note.
General Rule
Special Rules
(1) (2)
General Rule
Caution.
must
For Paperwork Reduction Act Notice, see the Instructions for Form 990, 990-EZ, or 990-PF.
exclusively
exclusively exclusively
nonexclusively
(check one):
Form 990 or 990-EZ 501(c)( ) (enter number) organization
4947(a)(1) nonexempt charitable trust treated as a private foundation
527 political organization
Form 990-PF 501(c)(3) exempt private foundation
4947(a)(1) nonexempt charitable trust treated as a private foundation
501(c)(3) taxable private foundation
Check if your organization is covered by the or a
Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, $5,000 or more (in money or property) from any one
contributor. Complete Parts I and II.
For a section 501(c)(3) organization filing Form 990 or 990-EZ that met the 33 1/3% support test of the regulations under sections
509(a)(1) and 170(b)(1)(A)(vi) and received from any one contributor, during the year, a contribution of the greater of $5,000 or 2%
of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For a section 501(c)(7), (8), or (10) organization filing Form 990 or 990-EZ that received from any one contributor, during the year,
total contributions of more than $1,000 for use for religious, charitable, scientific, literary, or educational purposes, or
the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For a section 501(c)(7), (8), or (10) organization filing Form 990 or 990-EZ that received from any one contributor, during the year,
contributions for use for religious, charitable, etc., purposes, but these contributions did not total to more than $1,000.
If this box is checked, enter here the total contributions that were received during the year for an religious, charitable, etc.,
purpose. Do not complete any of the parts unless the applies to this organization because it received
religious, charitable, etc., contributions of $5,000 or more during the year ~~~~~~~~~~~~~~~~~ | $
An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990, 990-EZ, or 990-PF),
but it answer "No" on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ or on its Form 990-PF, Part I, line 2, to
certify that it does not meet the filing requirements of Schedule B (Form 990, 990-EZ, or 990-PF).
LHA
www.irs.gov/form990
Schedule B Schedule of Contributors
2013
** PUBLIC DISCLOSURE COPY **
CALVERT SOCIAL INVESTMENTFOUNDATION, INC. 52-1591398
X 3
X
323452 10-24-13
Name of organization Employer identification number
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
Person
Payroll
Noncash
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
Person
Payroll
Noncash
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
Person
Payroll
Noncash
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
Person
Payroll
Noncash
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
Person
Payroll
Noncash
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
Person
Payroll
Noncash
Schedule B (Form 990, 990-EZ, or 990-PF) (2013) Page
(see instructions). Use duplicate copies of Part I if additional space is needed.
$
(Complete Part II fornoncash contributions.)
$
(Complete Part II fornoncash contributions.)
$
(Complete Part II fornoncash contributions.)
$
(Complete Part II fornoncash contributions.)
$
(Complete Part II fornoncash contributions.)
$
(Complete Part II fornoncash contributions.)
2
Part I Contributors
CALVERT SOCIAL INVESTMENTFOUNDATION, INC. 52-1591398
1 X
258,492.
2 X
200,647.
3 X
200,000.
4 X
125,000.
5
114,369. X
6 X
86,250.
323453 10-24-13
Name of organization Employer identification number
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
(a)
No.
from
Part I
(c)
FMV (or estimate)
(see instructions)
(b)
Description of noncash property given
(d)
Date received
(a)
No.
from
Part I
(c)
FMV (or estimate)
(see instructions)
(b)
Description of noncash property given
(d)
Date received
(a)
No.
from
Part I
(c)
FMV (or estimate)
(see instructions)
(b)
Description of noncash property given
(d)
Date received
(a)
No.
from
Part I
(c)
FMV (or estimate)
(see instructions)
(b)
Description of noncash property given
(d)
Date received
(a)
No.
from
Part I
(c)
FMV (or estimate)
(see instructions)
(b)
Description of noncash property given
(d)
Date received
(a)
No.
from
Part I
(c)
FMV (or estimate)
(see instructions)
(b)
Description of noncash property given
(d)
Date received
Schedule B (Form 990, 990-EZ, or 990-PF) (2013) Page
(see instructions). Use duplicate copies of Part II if additional space is needed.
$
$
$
$
$
$
3
Part II Noncash Property
CALVERT SOCIAL INVESTMENTFOUNDATION, INC. 52-1591398
STOCK5
114,369. 12/31/13
(Enter this information once.)
323454 10-24-13
Name of organization Employer identification number
religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations that total more than $1,000 for theyear. (a) (e) and
$1,000 or less
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
(a) No.fromPart I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
(e) Transfer of gift
Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee
(a) No.fromPart I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
(e) Transfer of gift
Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee
(a) No.fromPart I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
(e) Transfer of gift
Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee
(a) No.fromPart I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
(e) Transfer of gift
Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee
exclusively Complete columns through the following line entry. For organizations completing Part III, enter
the total of religious, charitable, etc., contributions of for the year.
Schedule B (Form 990, 990-EZ, or 990-PF) (2013) Page
| $
Use duplicate copies of Part III if additional space is needed.
Exclusively
4
Part III
CALVERT SOCIAL INVESTMENTFOUNDATION, INC. 52-1591398
OMB No. 1545-0047
Department of the TreasuryInternal Revenue Service
33205109-25-13
Held at the End of the Tax Year
(Form 990) | Complete if the organization answered "Yes," to Form 990,Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
| Attach to Form 990.| Information about Schedule D (Form 990) and its instructions is at
Open to PublicInspection
Name of the organization Employer identification number
(a) (b)
1
2
3
4
5
6
Yes No
Yes No
1
2
3
4
5
6
7
8
9
a
b
c
d
2a
2b
2c
2d
Yes No
Yes No
1
2
a
b
(i)
(ii)
a
b
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule D (Form 990) 2013
Complete if the
organization answered "Yes" to Form 990, Part IV, line 6.
Donor advised funds Funds and other accounts
Total number at end of year
Aggregate contributions to (during year)
Aggregate grants from (during year)
Aggregate value at end of year
~~~~~~~~~~~~~~~
~~~~~~~~
~~~~~~~~~~
~~~~~~~~~~~~~
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds
are the organization's property, subject to the organization's exclusive legal control?~~~~~~~~~~~~~~~~~~
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only
for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring
Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
Purpose(s) of conservation easements held by the organization (check all that apply).
Preservation of land for public use (e.g., recreation or education)
Protection of natural habitat
Preservation of open space
Preservation of an historically important land area
Preservation of a certified historic structure
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last
day of the tax year.
Total number of conservation easements
Total acreage restricted by conservation easements
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
Number of conservation easements on a certified historic structure included in (a)
Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure
listed in the National Register
~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the tax
year |
Number of states where property subject to conservation easement is located |
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of
violations, and enforcement of the conservation easements it holds? ~~~~~~~~~~~~~~~~~~~~~~~~~
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year |
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year | $
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i)
and section 170(h)(4)(B)(ii)? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and balance sheet, and
include, if applicable, the text of the footnote to the organization's financial statements that describes the organization's accounting for
conservation easements.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII,
the text of the footnote to its financial statements that describes these items.
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical
treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts
relating to these items:
Revenues included in Form 990, Part VIII, line 1
Assets included in Form 990, Part X
~~~~~~~~~~~~~~~~~~~~~~~~~~~~ | $
$~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide
the following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
Revenues included in Form 990, Part VIII, line 1
Assets included in Form 990, Part X
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ | $
$~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
LHA
www.irs.gov/form990.
Part I Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts.
Part II Conservation Easements.
Part III Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
SCHEDULE D Supplemental Financial Statements 2013
CALVERT SOCIAL INVESTMENTFOUNDATION, INC. 52-1591398
2822,842,934.2,669,514.
15,310,259.
X
X
33205209-25-13
3
4
5
a
b
c
d
e
Yes No
1
2
a
b
c
d
e
f
a
b
Yes No
1c
1d
1e
1f
Yes No
(a) (b) (c) (d) (e)
1
2
3
4
a
b
c
d
e
f
g
a
b
c
a
b
Yes No
(i)
(ii)
3a(i)
3a(ii)
3b
(a) (b) (c) (d)
1a
b
c
d
e
Total.
Schedule D (Form 990) 2013
(continued)
(Column (d) must equal Form 990, Part X, column (B), line 10(c).)
Two years back Three years back Four years back
Schedule D (Form 990) 2013 Page
Using the organization's acquisition, accession, and other records, check any of the following that are a significant use of its collection items
(check all that apply):
Public exhibition
Scholarly research
Preservation for future generations
Loan or exchange programs
Other
Provide a description of the organization's collections and explain how they further the organization's exempt purpose in Part XIII.
During the year, did the organization solicit or receive donations of art, historical treasures, or other similar assets
to be sold to raise funds rather than to be maintained as part of the organization's collection? ������������
Complete if the organization answered "Yes" to Form 990, Part IV, line 9, orreported an amount on Form 990, Part X, line 21.
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not included
on Form 990, Part X?
If "Yes," explain the arrangement in Part XIII and complete the following table:
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Amount
Beginning balance
Additions during the year
Distributions during the year
Ending balance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization include an amount on Form 990, Part X, line 21?
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII
~~~~~~~~~~~~~~~~~~~~~~~~~
�������������
Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
Current year Prior year
Beginning of year balance
Contributions
Net investment earnings, gains, and losses
Grants or scholarships
~~~~~~~
~~~~~~~~~~~~~~
~~~~~~~~~
Other expenditures for facilities
and programs
Administrative expenses
End of year balance
~~~~~~~~~~~~~
~~~~~~~~
~~~~~~~~~~
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
Board designated or quasi-endowment
Permanent endowment
Temporarily restricted endowment
The percentages in lines 2a, 2b, and 2c should equal 100%.
| %
| %
| %
Are there endowment funds not in the possession of the organization that are held and administered for the organization
by:
unrelated organizations
related organizations
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R?
Describe in Part XIII the intended uses of the organization's endowment funds.
~~~~~~~~~~~~~~~~~~~~~~
Complete if the organization answered "Yes" to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property Cost or otherbasis (investment)
Cost or otherbasis (other)
Accumulateddepreciation
Book value
Land
Buildings
Leasehold improvements
~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~
~~~~~~~~~~
Equipment
Other
~~~~~~~~~~~~~~~~~
��������������������
Add lines 1a through 1e. |������������
2Part III Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets
Part IV Escrow and Custodial Arrangements.
Part V Endowment Funds.
Part VI Land, Buildings, and Equipment.
CALVERT SOCIAL INVESTMENTFOUNDATION, INC. 52-1591398
(Column (b) must equal Form 990, Part X, col. (B) line 15.)
(Column (b) must equal Form 990, Part X, col. (B) line 25.)
Description of security or category
(Col. (b) must equal Form 990, Part X, col. (B) line 12.) |
(Col. (b) must equal Form 990, Part X, col. (B) line 13.) |
Schedule D (Form 990) 2013 Page
Complete if the organization answered "Yes" to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
Book value Method of valuation: Cost or end-of-year market value
(1)
(2)
(3)
Financial derivatives
Closely-held equity interests
Other
~~~~~~~~~~~~~~~
~~~~~~~~~~~
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Complete if the organization answered "Yes" to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.Description of investment Book value Method of valuation: Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Complete if the organization answered "Yes" to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
Description Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
���������������������������� |
Complete if the organization answered "Yes" to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
Description of liability Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Federal income taxes
����� |
Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the
organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
3Part VII Investments - Other Securities.
Part VIII Investments - Program Related.
Part IX Other Assets.
Part X Other Liabilities.
CALVERT SOCIAL INVESTMENTFOUNDATION, INC. 52-1591398
NOTES RECEIVABLE 183,194,069. END-OF-YEAR MARKET VALUEMISSION PLUS PLACEMENTS 2,460,908. END-OF-YEAR MARKET VALUE
185,654,977.
X
33205409-25-13
1
2
3
4
5
1
a
b
c
d
e
2a
2b
2c
2d
2a 2d 2e
32e 1
a
b
c
4a
4b
4a 4b
3 4c.
4c
5
1
2
3
4
5
1
a
b
c
d
e
2a
2b
2c
2d
2a 2d
2e 1
2e
3
a
b
c
4a
4b
4a 4b
3 4c.
4c
5
Schedule D (Form 990) 2013
(This must equal Form 990, Part I, line 12.)
(This must equal Form 990, Part I, line 18.)
Schedule D (Form 990) 2013 Page
Complete if the organization answered "Yes" to Form 990, Part IV, line 12a.
Total revenue, gains, and other support per audited financial statements
Amounts included on line 1 but not on Form 990, Part VIII, line 12:
~~~~~~~~~~~~~~~~~~~
Net unrealized gains on investments
Donated services and use of facilities
Recoveries of prior year grants
Other (Describe in Part XIII.)
~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
Add lines through ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Subtract line from line ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Amounts included on Form 990, Part VIII, line 12, but not on line 1:
Investment expenses not included on Form 990, Part VIII, line 7b
Other (Describe in Part XIII.)
~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
Add lines and
Total revenue. Add lines and
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
�����������������
Complete if the organization answered "Yes" to Form 990, Part IV, line 12a.
Total expenses and losses per audited financial statements
Amounts included on line 1 but not on Form 990, Part IX, line 25:
~~~~~~~~~~~~~~~~~~~~~~~~~~
Donated services and use of facilities
Prior year adjustments
Other losses
Other (Describe in Part XIII.)
~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
Add lines through
Subtract line from line
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Amounts included on Form 990, Part IX, line 25, but not on line 1:
Investment expenses not included on Form 990, Part VIII, line 7b
Other (Describe in Part XIII.)
~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
Add lines and
Total expenses. Add lines and
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
����������������
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part IV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI,
lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
4Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return.
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return.
Part XIII Supplemental Information.
CALVERT SOCIAL INVESTMENTFOUNDATION, INC. 52-1591398
PART X, LINE 2:
EXPLANATION: 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.
OMB No. 1545-0047
Department of the TreasuryInternal Revenue Service
33207110-03-13
| Complete if the organization answered "Yes" on Form 990, Part IV, line 14b, 15, or 16.
| Attach to Form 990. | See separate instructions.
| Information about Schedule F (Form 990) and its instructions is at Open to Public Inspection
Employer identification number
1
2
3
For grantmakers.
Yes No
For grantmakers.
(a) (b) (c) (d) (e) (f)
3 a
b
c Totals
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule F (Form 990) 2013
Name of the organization
Complete if the organization answered "Yes" on
Form 990, Part IV, line 14b.
Does the organization maintain records to substantiate the amount of its grants and other assistance,
the grantees' eligibility for the grants or assistance, and the selection criteria used to award the grants or assistance? ~~
Describe in Part V the organization's procedures for monitoring the use of its grants and other assistance outside the
United States.
Activities per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
Region Number ofoffices
in the region
Number ofemployees,agents, andindependentcontractors
in region
Activities conducted in region(by type) (e.g., fundraising, program
services, investments, grants torecipients located in the region)
If activity listed in (d)is a program service,
describe specific typeof service(s) in region
Totalexpenditures
for andinvestments
in region
Sub-total ~~~~~~
Total from continuation
sheets to Part I ~~~
(add lines 3a
and 3b) ������
LHA
www.irs.gov/form990.
(Form 990)
Part I General Information on Activities Outside the United States.
SCHEDULE F Statement of Activities Outside the United States 2013
CALVERT SOCIAL INVESTMENTFOUNDATION, INC. 52-1591398
CENTRAL AMERICA ANDTHE CARIBBEAN 0 0 INVESTMENTS LOANS & EQUITY 1,621,735.
EAST ASIA AND THEPACIFIC 0 0 INVESTMENTS LOANS 3,300,000.
EUROPE (INCLUDINGICELAND & GREENLAND) 0 0 INVESTMENTS LOANS 18,736,559.
EUROPE (INCLUDINGICELAND & GREENLAND) 0 0 PROGRAM SERVICES DUE DILIGENCE 900.
NORTH AMERICA 0 0 INVESTMENTS LOANS 20,975.
RUSSIA & THE NEWLYINDEPENDENT STATES 0 0 INVESTMENTS LOANS 5,900,000.
SOUTH AMERICA 0 0 INVESTMENTS LOANS 8,296,259.
SOUTH ASIA 0 0 INVESTMENTS LOANS 600,000.0 0 38,476,428.
0 0 867,040.
0 0 39,343,468.
33218105-01-13
(a) (b) (c) (d) (e) (f)
Totals
Schedule F (Form 990) Page 1 (Schedule F (Form 990), Part I, line 3)
Region Number ofoffices
in the region
Number ofemployees or
agents inregion
Activities conducted in region(by type) (i.e., fundraising,
program services, grants torecipients located in the region)
If activity listed in (d)is a program service,
describe specific typeof service(s) in region
Totalexpenditures
for region
��������� |
Part I Continuation of Activities per Region.
CALVERT SOCIAL INVESTMENTFOUNDATION, INC. 52-1591398
SOUTH ASIA 0 0 PROGRAM SERVICES DUE DILIGENCE 3,261.
SUB-SAHARAN AFRICA 0 0 INVESTMENTS LOANS & EQUITY 863,779.
867,040.
33207210-03-13
2
Part II Grants and Other Assistance to Organizations or Entities Outside the United States.
(a) (b)
(c) (d) (e) (f) (g) (h) (i) 1
2
3
Schedule F (Form 990) 2013
IRS code section
and EIN (if applicable)
Schedule F (Form 990) 2013 Page
Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any
recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
Name of organization RegionPurpose of
grant
Amount
of cash grant
Manner of
cash disbursement
Amount ofnon-cash
assistance
Descriptionof non-cashassistance
Method ofvaluation (book, FMV,
appraisal, other)
Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by
the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter ~~~~~~~~~~~~~~~~~~~~~~~ |
Enter total number of other organizations or entities ��������������������������������������������� |
CALVERT SOCIAL INVESTMENTFOUNDATION, INC. 52-1591398
33207310-03-13
3
Part III Grants and Other Assistance to Individuals Outside the United States.
(c) (d) (e) (f) (g) (h) (a) (b)
Schedule F (Form 990) 2013
Schedule F (Form 990) 2013 Page
Complete if the organization answered "Yes" on Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
Number ofrecipients
Amount ofcash grant
Manner ofcash disbursement
Amount ofnon-cash
assistance
Description ofnon-cash assistance
Method ofvaluation
(book, FMV,appraisal, other)
Type of grant or assistance Region
CALVERT SOCIAL INVESTMENTFOUNDATION, INC. 52-1591398
33207410-03-13
4
1
2
3
4
5
6
Schedule F (Form 990) 2013
If "Yes," theorganization may be required to file Form 926, Return by a U.S. Transferor of Property to a ForeignCorporation (see Instructions for Form 926)
If "Yes," the organizationmay be required to file Form 3520, Annual Return to Report Transactions with Foreign Trusts andReceipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust Witha U.S. Owner (see Instructions for Forms 3520 and 3520-A)
If "Yes,"the organization may be required to file Form 5471, Information Return of U.S. Persons With Respect ToCertain Foreign Corporations. (see Instructions for Form 5471)
If "Yes," the organization may be required to file Form 8621,Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund.(see Instructions for Form 8621)
If "Yes,"the organization may be required to file Form 8865, Return of U.S. Persons With Respect To CertainForeign Partnerships. (see Instructions for Form 8865)
If"Yes," the organization may be required to file Form 5713, International Boycott Report. (see Instructionsfor Form 5713)
Schedule F (Form 990) 2013 Page
Was the organization a U.S. transferor of property to a foreign corporation during the tax year?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Yes No
Did the organization have an interest in a foreign trust during the tax year?
[[[[[[[[[[[[[[[[[[[[[[[[[[[[[[[[[[ Yes No
Did the organization have an ownership interest in a foreign corporation during the tax year?
~~~~~~~~~~~~~~~~~~~~~~~~~~~ Yes No
Was the organization a direct or indirect shareholder of a passive foreign investment company or a
qualified electing fund during the tax year?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Yes No
Did the organization have an ownership interest in a foreign partnership during the tax year?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Yes No
Did the organization have any operations in or related to any boycotting countries during the tax year?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Yes No
Part IV Foreign Forms
CALVERT SOCIAL INVESTMENTFOUNDATION, INC. 52-1591398
X
X
X
X
X
X
332075 10-03-13
5
Schedule F (Form 990) 2013
Schedule F (Form 990) 2013 Page
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of
investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c)
(estimated number of recipients), as applicable. Also complete this part to provide any additional information.
Part V Supplemental Information
CALVERT SOCIAL INVESTMENTFOUNDATION, INC. 52-1591398
OMB No. 1545-0047
Department of the Treasury
Internal Revenue Service
33210110-29-13
SCHEDULE I(Form 990)
Complete if the organization answered "Yes" to Form 990, Part IV, line 21 or 22.
| Attach to Form 990.
| Information about Schedule I (Form 990) and its instructions is at
Open to PublicInspection
Employer identification number
General Information on Grants and AssistancePart I
1
2
Yes No
Part II Grants and Other Assistance to Governments and Organizations in the United States.
(f) 1 (a) (b) (c) (d) (e) (g) (h)
2
3
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule I (Form 990) (2013)
Name of the organization
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and the selection
criteria used to award the grants or assistance? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Complete if the organization answered "Yes" to Form 990, Part IV, line 21, for any
recipient that received more than $5,000. Part II can be duplicated if additional space is needed.Method of
valuation (book,FMV, appraisal,
other)
Name and address of organizationor government
EIN IRC sectionif applicable
Amount ofcash grant
Amount ofnon-cash
assistance
Description ofnon-cash assistance
Purpose of grantor assistance
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table
Enter total number of other organizations listed in the line 1 table
Grants and Other Assistance to Organizations,Governments, and Individuals in the United States 2013
CALVERT SOCIAL INVESTMENTFOUNDATION, INC. 52-1591398
X
COMMUNITY PARTNERS1000 NORTH ALAMEDA STREET, SUITE 24LOS ANGELES, CA 90012 95-4302067 501(C)(3) 174,000. 0. GENERAL SUPPORT
BROWN UNIVERSITYATTN: GIFT CASHIER BOX 1877PROVIDENCE, RI 02912-1877 05-0258809 501(C)(3) 64,800. 0. GENERAL SUPPORT
V DAY303 PARK AVENUE SOUTH STE. 1184NEW YORK, NY 10010-3657 94-3389430 501(C)(3) 60,250. 0. GENERAL SUPPORT
MARK MAKING302 NOLL STREETCHATTANOOGA, TN 37405 26-2959326 501(C)(3) 50,000. 0. GENERAL SUPPORT
PROJECT ETHIOPIA - INTERFAITHCOMMUNITY CHURCH - 1763 NW 62NDSTREET - SEATTLE, WA 98107 91-1543025 501(C)(3) 46,000. 0. GENERAL SUPPORT
FULAA LIFELINE INTERNATIONAL3901 GALLOWS ROADANNANDALE, VA 22003 54-1996160 501(C)(3) 43,000. 0. GENERAL SUPPORT
98.1.
33224105-01-13
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
CALVERT SOCIAL INVESTMENTFOUNDATION, INC. 52-1591398
AIDG, INC.P.O. BOX 104WESTON, MA 02493 68-0589005 501(C)(3) 30,000. 0. GENERAL SUPPORT
ADOPTION AND FOSTER CARE MENTORING727 ATLANTIC AVENUE, 3RD FLOORBOSTON, MA 02111 04-3575764 501(C)(3) 27,980. 0. GENERAL SUPPORT
PLANNED PARENTHOOD FEDERATION OFAMERICA - 434 WEST 33RD STREET -NEW YORK, NY 10001 13-1644147 501(C)(3) 26,500. 0. GENERAL SUPPORT
MAINE CITIZENS FOR CLEAN ELECTIONSP.O. BOX 18187PORTLAND, ME 04112 04-3386477 501(C)(3) 26,500. 0. GENERAL SUPPORT
ANNANDALE ATOMS BOOSTER CLUBP.O. BOX 1283ANNANDALE, VA 22003 54-1383484 501(C)(3) 25,000. 0. GENERAL SUPPORT
PROVIDENCE ACADEMY15100 SCHMIDT LAKE ROADPLYMOUTH, MN 55446 41-1883866 501(C)(3) 22,500. 0. GENERAL SUPPORT
HUMAN RIGHTS WATCH350 FIFTH AVE 34TH FLNEW YORK, NY 10118 13-2875808 501(C)(3) 22,000. 0. GENERAL SUPPORT
SUSTAINABLE HARVEST INTERNATIONAL779 NORTH BEND ROADSURRY, ME 04684 04-3370577 501(C)(3) 22,000. 0. GENERAL SUPPORT
TECHNOSERVE1 MECHANIC ST.NORWALK, CT 06850 13-2626135 501(C)(3) 20,250. 0. GENERAL SUPPORT
33224105-01-13
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
CALVERT SOCIAL INVESTMENTFOUNDATION, INC. 52-1591398
CARRABASSETT VALLEY ACADEMYCAPITAL CAMPAIGN 3197 CARRABASSETTVALLEY DRIVE - CARRABASSETTVALLEY, ME 04 01-0384633 501(C)(3) 20,000. 0. GENERAL SUPPORT
EASTSIDE CATHOLIC SCHOOL232 228TH AVENUE SESAMMAMISH, WA 98074 91-1034894 501(C)(3) 20,000. 0. GENERAL SUPPORT
GIVEWELL182 HOWARD STREET, #208SAN FRANCISCO, CA 94105 20-8625442 501(C)(3) 20,000. 0. GENERAL SUPPORT
KNOX GATES NEIGHBORHOODASSOCIATION - 3418 GATES PLACE -BRONX, NY 10467 13-3020575 501(C)(3) 20,000. 0. GENERAL SUPPORT
PREVENT HARM565 CONGRESS ST., SUITE 204PORTLAND, ME 04101 46-2520821 501(C)(4) 20,000. 0. GENERAL SUPPORT
TEN CHARITIESP.O. BOX 3403ST AUGUSTINE, FL 32084 37-1497985 501(C)(3) 20,000. 0. GENERAL SUPPORTUNIVERSITY OF MICHIGAN, SCHOOL OFNATURAL RESOURCES AND ENVIRONMENT- 440 CHURCH STREET 2038 DANABLDG. - ANN ARBOR, MI 48109-1041 38-6006309 501(C)(3) 20,000. 0. GENERAL SUPPORT
UPPER VALLEY WALDORF SCHOOL80 BLUFF ROAD PO BOX 709QUECHEE, VT 05059 03-0312346 501(C)(3) 19,025. 0. GENERAL SUPPORT
MAINE PEOPLES RESOURCE CENTER565 CONGRESS ST., SUITE 200PORTLAND, ME 04101 22-2586108 501(C)(3) 18,200. 0. GENERAL SUPPORT
33224105-01-13
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
CALVERT SOCIAL INVESTMENTFOUNDATION, INC. 52-1591398
NEW VENTURE FUND1201 CONNECTICUT AVE. NW , SUITE 30WASHINGTON, DC 20036 20-5806345 501(C)(3) 17,500. 0. GENERAL SUPPORT
CAMPUS CRUSADE FOR CHRISTPO BOX 628222ORLANDO, FL 32862-8222 95-6006173 501(C)(3) 17,000. 0. GENERAL SUPPORT
HOME FOR THE HOLIDAYS1325 PACIFIC HIGHWAY, #2807SAN DIEGO, CA 92101 36-4630314 501(C)(3) 17,000. 0. GENERAL SUPPORT
NORTHERN STAGEP. O. BOX 4287WHITE RIVER JUNCTION, VT 05001 04-3387268 501(C)(3) 17,000. 0. GENERAL SUPPORT
CHRISTIAN LIFE ASSEMBLY2645 LISBURN RD.CAMP HILL, PA 17011 23-2227222 501(C)(3) 16,650. 0. GENERAL SUPPORT
EARTHJUSTICE50 CALIFORNIA ST., SUITE 500SAN FRANCISCO, CA 94111 94-1730465 501(C)(3) 16,250. 0. GENERAL SUPPORT
DANCE CURRENTS INC10 CHURCH STREETNEWTON, MA 02458 61-1551167 501(C)(3) 16,000. 0. GENERAL SUPPORT
ST FRANCIS OF ASSISI CHURCH1114 THIRD STREET SEROCHESTER, MN 55904 53-0196617 501(C)(3) 16,000. 0. GENERAL SUPPORTA TERRITORY RESOURCE / SOCIALJUSTICE FUND NORTHWEST - 1904 3RDAVE., SUITE 806 - SEATTLE, WA98101 91-1036971 501(C)(3) 15,250. 0. GENERAL SUPPORT
33224105-01-13
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
CALVERT SOCIAL INVESTMENTFOUNDATION, INC. 52-1591398
GLOBAL RESOURCE ALLIANCE INC.963 OSO RD.OJAI, CA 93023 04-3677200 501(C)(3) 15,000. 0. GENERAL SUPPORT
MID-MAINE HOMELESS SHELTERP.O. BOX 2612WATERVILLE, ME 04903-2584 01-0425115 501(C)(3) 15,000. 0. GENERAL SUPPORTROCHESTER CATHOLIC SCHOOLSC/OLOURDES BUILDING OUR FUTURE -1710 INDUSTRAIL DRIVE NW -ROCHESTER, MN 55901 41-0740119 501(C)(3) 15,000. 0. GENERAL SUPPORT
THE LEUKEMIA AND LYMPHOMA SOCIETY221 MAIN STREET, SUITE #1650SAN FRANCISCO, CA 94105 13-5644916 501(C)(3) 15,000. 0. GENERAL SUPPORT
DOCTORS WITHOUT BORDERSP.O. BOX 5030HAGERSTOWN, MD 21741-5030 13-3433452 501(C)(3) 14,350. 0. GENERAL SUPPORT
NEIGHBOR TO NEIGHBOR MASSACHUSETTS262 WASHINGTON ST., 3RD FLOORBOSTON, MA 02108 04-3507716 501(C)(3) 14,000. 0. GENERAL SUPPORT
HEARTWOOD REGIONAL THEATER COMPANYP.O. BOX 1115DAMARISCOTTA, ME 04543 56-2404197 501(C)(3) 13,000. 0. GENERAL SUPPORT
HOMELESS SERVICES CENTER115 B CORAL STREETSANTA CRUZ, CA 95060 77-0126783 501(C)(3) 13,000. 0. GENERAL SUPPORT
UNITARIAN UNIVERSALIST CHURCH OFBERKELEY - 1 LAWSON RD -KENSINGTON, CA 94707 94-1279813 501(C)(3) 12,850. 0. GENERAL SUPPORT
33224105-01-13
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
CALVERT SOCIAL INVESTMENTFOUNDATION, INC. 52-1591398
STUDENT MOBILIZATIONP.O. BOX 567CONWAY, AR 72033 71-0629392 501(C)(3) 12,800. 0. GENERAL SUPPORT
GRASSROOTS INTERNATIONAL179 BOYLSTON STREET, 4TH FLOORBOSTON, MA 02130 04-2791159 501(C)(3) 12,250. 0. GENERAL SUPPORT
WELLFLEET HARBOR ACTORS THEATER,INC. - PO BOX 797 - WELLFLEET, MA02667 04-3491049 501(C)(3) 12,000. 0. GENERAL SUPPORT
INTERNATIONAL RIVERS2150 ALLSTON WAY SUITE 300BERKELEY, CA 94704 94-3158295 501(C)(3) 10,833. 0. GENERAL SUPPORT
AMERICAN LUNG ASSOCIATION OF MAINE122 STATE STAUGUSTA, ME 04330 13-1632524 501(C)(3) 10,500. 0. GENERAL SUPPORT
CALVARY BIBLE CHURCH1757 HOURET COURTMILPITAS, CA 95035 47-0910948 501(C)(3) 10,500. 0. GENERAL SUPPORT
CHAPEL OF ST. JAMES THE FISHERMANBOX 1334WELLFLEET, MA 02667 04-2104156 501(C)(3) 10,500. 0. GENERAL SUPPORTUNIVERSITY OF MASSACHUSETTSRECORDS AND GIFTS PROCESSING 134HICKS WAY, MEMORIAL HALL -AMHERST, MA 0100 54-2084125 501(C)(3) 10,500. 0. GENERAL SUPPORTCOLLABORATION FOR EARLY CHILDHOODCARE AND EDUCATION - OAK PARKVILLAGE HALL 123 MADISON STREET,ROOM 209 - OAK PARK, IL 60302 30-0132292 501(C)(3) 10,000. 0. GENERAL SUPPORT
33224105-01-13
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
CALVERT SOCIAL INVESTMENTFOUNDATION, INC. 52-1591398
CONVERGENCE CENTER FOR POLICYRESOLUTION - 1101 17TH STREET, NWSUITE 1350 - WASHINGTON, DC 20036 32-0280279 501(C)(3) 10,000. 0. GENERAL SUPPORT
DEMOS A NETWORK FOR IDEAS ANDACTION LTD - 220 FIFTH AVE, 2NDFLOOR - NEW YORK, NY 10001 13-4105066 501(C)(3) 10,000. 0. GENERAL SUPPORT
DOORWAYS FOR WOMEN AND FAMILIESPO BOX 100185ARLINGTON, VA 22210 54-1087829 501(C)(3) 10,000. 0. GENERAL SUPPORT
LTFHC1646 N. LEAVITT STREETCHICAGO, IL 60647 27-1149995 501(C)(3) 10,000. 0. GENERAL SUPPORT
MAINE GENERAL MEDICAL CENTEROFFICE OF PHILANTHROPY PO BOX 828WATERVILLE, ME 04903 04-3369653 501(C)(3) 10,000. 0. GENERAL SUPPORT
NATIONAL AUDUBON SOCIETY225 VARICK STREET, 7TH FLOORNEW YORK, NY 10014 13-1624102 501(C)(3) 10,000. 0. GENERAL SUPPORT
PROUD GROUND5288 N INTERSTATE AVEPORTLAND, OR 97217 93-1290320 501(C)(3) 10,000. 0. GENERAL SUPPORT
ROMANIAN CHILDREN'S RELIEFP.O. BOX 493PEPPERELL, MA 01463 22-3087622 501(C)(3) 10,000. 0. GENERAL SUPPORTSTRATEGIC CONCEPTS IN ORGANIZINGAND POLICY EDUCATION C/OCALIFORNIA CALLS - 4801 EXPOSITIONBLVD ATTN: TORIE OSBORN - LOS 35-4635737 501(C)(3) 10,000. 0. GENERAL SUPPORT
33224105-01-13
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
CALVERT SOCIAL INVESTMENTFOUNDATION, INC. 52-1591398
TSNE89 SOUTH STREET SUITE 700BOSTON, MA 02111 04-2261109 501(C)(3) 10,000. 0. GENERAL SUPPORT
UNITARIAN UNIVERSALIST ASSOCIATION25 BEACON STREETBOSTON, MA 02108 04-2103733 501(C)(3) 10,000. 0. GENERAL SUPPORTUNIVERSITY OF MARYLAND BALTIMOREFOUNDATION, INC. - UNIVERSITY OFMARYLAND SCHOOL OF LAW 500 WESTBALTIMORE STREET - BALTIMORE, MD 31-1678679 501(C)(3) 10,000. 0. GENERAL SUPPORTWAYNFLETE SCHOOL360 SPRING STREET ATTN: SALLYPRICE, DIRECTOR OF DEVELOPMENT -PORTLAND, ME 01-0211565 501(C)(3) 10,000. 0. GENERAL SUPPORT
FELLOWSHIP BIBLE CHURCH16391 CHILLICOTHE ROADCHAGRIN FALLS, OH 44023 34-1204716 501(C)(3) 8,800. 0. GENERAL SUPPORT
FRIENDS OF THE EARTHPO BOX 96466WASHINGTON, DC 20090-6466 23-7420660 501(C)(3) 8,500. 0. GENERAL SUPPORT
CARTER CENTERONE COPENHILL 453 FREEDOM PARKWAYATLANTA, GA 30307 58-1454716 501(C)(3) 8,400. 0. GENERAL SUPPORT
ACLU OF MAINE121 MIDDLE ST., STE. 301PORTLAND, ME 04101 01-0367357 501(C)(3) 8,000. 0. GENERAL SUPPORT
INSTITUTE FOR POLICY STUDIES1112 16TH STREET NW SUITE 600WASHINGTON, DC 20036 52-0788947 501(C)(3) 8,000. 0. GENERAL SUPPORT
33224105-01-13
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
CALVERT SOCIAL INVESTMENTFOUNDATION, INC. 52-1591398
NEWTON COMMUNITY SERVICE CENTERSINC. - 492 WALTHAM STREET -NEWTON, MA 02465 04-2232418 501(C)(3) 8,000. 0. GENERAL SUPPORT
THIRD SECTOR NEW ENGLAND C/O MAVOTER TABLE - NONPROFIT CENTER 89SOUTH STREET - BOSTON, MA 02111 04-2261109 501(C)(3) 8,000. 0. GENERAL SUPPORT
COMPASS COMMUNITY SERVICES995 MARKET ST 5TH FLSAN FRANCISCO, CA 94103 94-1156622 501(C)(3) 7,500. 0. GENERAL SUPPORT
GREAT DOG RESCUE NEW ENGLAND9 BARTLET STREET #316ANDOVER, MA 01810 16-1706490 501(C)(3) 7,500. 0. GENERAL SUPPORT
MOUNT MERICI ACADEMY142 WESTERN AVENUEWATERVILLE, ME 04901 53-0196617 501(C)(3) 7,500. 0. GENERAL SUPPORT
AMERICAN NATIONAL RED CROSSP.O. BOX 97089WASHINGTON, DC 20090 53-0196605 501(C)(3) 7,185. 0. GENERAL SUPPORT
REDWOOD JUSTICE FUND - PRISONRADIO PROJECT - PO BOX 411074 -SAN FRANCISCO, CA 94141 68-0334309 501(C)(3) 7,173. 0. GENERAL SUPPORT
ANIMAL RESCUE LEAGUE OF BOSTON10 CHANDLER STREETBOSTON, MA 02116 04-2103714 501(C)(3) 7,000. 0. GENERAL SUPPORT
MARY, QUEEN OF PEACE1121 228TH AVENUE, SESAMMAMISH, WA 98075-9904 91-1581183 501(C)(3) 7,000. 0. GENERAL SUPPORT
33224105-01-13
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
CALVERT SOCIAL INVESTMENTFOUNDATION, INC. 52-1591398
SAN JUAN PRESERVATION TRUSTPO BOX 327LOPEZ ISLAND, WA 98261-0327 91-1078355 501(C)(3) 7,000. 0. GENERAL SUPPORTWADE THOMAS PARENTS ASSOCIATIONWADE THOMAS ELEMENTARY SCHOOL 150ROSS AVENUE - SAN ANSELMO, CA94960 94-2535840 501(C)(3) 7,000. 0. GENERAL SUPPORT
YES FOUNDATIONP.O. BOX 2SAN ANSELMO, CA 94979 94-2667704 501(C)(3) 7,000. 0. GENERAL SUPPORT
SHAKESPEARE AND COMPANY70 KEMBLE STREETLENNOX, MA 01240 04-2666826 501(C)(3) 6,550. 0. GENERAL SUPPORT
THE NATURE CONSERVANCY4245 N. FAIRFAX DRIVE SUITE 100ARLINGTON, VA 22203-1606 53-0242652 501(C)(3) 6,550. 0. GENERAL SUPPORT
CONSERVATION LAW FOUNDATION62 SUMMER STREETBOSTON, MA 02110-1016 04-6149986 501(C)(3) 6,500. 0. GENERAL SUPPORT
ARLINGTON FREE CLINIC2921 11TH STREET SOUTHARLINGTON, VA 22204 54-1671883 501(C)(3) 6,000. 0. GENERAL SUPPORT
GRASSROOTS GLOBAL JUSTICEP.O. BOX 610663MIAMI, FL 33261-0663 26-4633127 501(C)(3) 6,000. 0. GENERAL SUPPORT
GREATER NEW ORLEANS FOUNDATION1055 ST. CHARLES AVE, STE 100NEW ORLEANS, LA 70130 72-0408921 501(C)(3) 6,000. 0. GENERAL SUPPORT
33224105-01-13
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
CALVERT SOCIAL INVESTMENTFOUNDATION, INC. 52-1591398
JANUA COELI INC281 SW 48TH CTMIAMI, FL 33134-1264 80-0037294 501(C)(3) 6,000. 0. GENERAL SUPPORT
MENNONITE DISASTER SERVICE583 AIRPORT ROADLITITZ, PA 17543 23-2713127 501(C)(3) 6,000. 0. GENERAL SUPPORT
THE FIRST CHURCH OF CHRIST,SCIENTIST SUNNYVALE - 1575ALBATROSS DR - SUNNYVALE, CA 94087 04-2254742 501(C)(3) 6,000. 0. GENERAL SUPPORT
THE PARK SCHOOL171 GODDARD AVE.BROOKLINE, MA 02445-7497 04-2104824 501(C)(3) 6,000. 0. GENERAL SUPPORT
UNITED WAY OF KING COUNTY720 SECOND AVENUESEATTLE, WA 98104 91-0565555 501(C)(3) 6,000. 0. GENERAL SUPPORT
VINYARD INDIAN SETTLEMENT C/OFORGOTTEN PEOPLE - 1027 STATE HWY.34 SOUTH - HEROD, IL 62947 37-1387373 501(C)(3) 6,000. 0. GENERAL SUPPORT
UNION OF CONCERNED SCIENTISTS,INC. - 2 BRATTLE SQUARE, STE. 6 -CAMBRIDGE, MA 02138 04-2535767 501(C)(3) 5,950. 0. GENERAL SUPPORT
B-CC HIGH SCHOOL EDUCATIONALFOUNDATION, INC. - P.O BOX 31209 -BETHESDA, MD 20824-1209 52-1948149 501(C)(3) 5,500. 0. GENERAL SUPPORT
MAINE CENTER FOR ECONOMIC POLICYP.O. BOX 437 60 WINTHROP ST.AUGUSTA, ME 04332 22-3317572 501(C)(3) 5,500. 0. GENERAL SUPPORT
33224105-01-13
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
CALVERT SOCIAL INVESTMENTFOUNDATION, INC. 52-1591398
MERCY CORPS45 SW ANKENY ST.PORTLAND, OR 97204-3504 91-1148123 501(C)(3) 5,500. 0. GENERAL SUPPORT
NEW HOPE MINISTRIESP.O. BOX 448DILLSBURG, PA 17019 23-2223120 501(C)(3) 5,300. 0. GENERAL SUPPORT
HABITAT FOR HUMANITY INTERNATIONALINC - 78 OCEAN AVENUE - SANFRANCISCO, CA 94112 94-3144390 501(C)(3) 5,250. 0. GENERAL SUPPORT
332102 10-29-13
2Part III Grants and Other Assistance to Individuals in the United States.
(e) (a) (b) (c) (d) (f)
Part IV Supplemental Information.
Schedule I (Form 990) (2013)
Schedule I (Form 990) (2013) Page Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
Method of valuation(book, FMV, appraisal, other)
Type of grant or assistance Number ofrecipients
Amount ofcash grant
Amount of non-cash assistance
Description of non-cash assistance
Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
CALVERT SOCIAL INVESTMENTFOUNDATION, INC. 52-1591398
PART I, LINE 2:
EXPLANATION: 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
33229105-01-13
2
Schedule I (Form 990)
Schedule I (Form 990) Page
Part IV Supplemental Information
CALVERT SOCIAL INVESTMENTFOUNDATION, INC. 52-1591398
DEVELOPMENT SUBMIT PROPOSALS ONE YEAR IN ADVANCE AND THOSE ARE APPROVED BY
THE INVESTMENT COMMITTEE AND A BUDGET FOR THE PROJECT IS ESTABLISHED.
OMB No. 1545-0047
Department of the TreasuryInternal Revenue Service
33211109-13-13
For certain Officers, Directors, Trustees, Key Employees, and HighestCompensated Employees
Complete if the organization answered "Yes" on Form 990, Part IV, line 23.Open to Public
InspectionAttach to Form 990. See separate instructions.
| Information about Schedule J (Form 990) and its instructions is at Employer identification number
Yes No
1a
b
1b
2
2
3
4
a
b
c
4a
4b
4c
Only section 501(c)(3) and 501(c)(4) organizations must complete lines 5-9.
5
5a
5b
6a
6b
7
8
9
a
b
6
a
b
7
8
9
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule J (Form 990) 2013
|| |
Name of the organization
Check the appropriate box(es) if the organization provided any of the following to or for a person listed in Form 990,
Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
First-class or charter travel
Travel for companions
Housing allowance or residence for personal use
Payments for business use of personal residence
Tax indemnification and gross-up payments
Discretionary spending account
Health or social club dues or initiation fees
Personal services (e.g., maid, chauffeur, chef)
If any of the boxes on line 1a are checked, did the organization follow a written policy regarding payment or
reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain~~~~~~~~~~~
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all directors,
trustees, and officers, including the CEO/Executive Director, regarding the items checked in line 1a? ~~~~~~~~~~~~
Indicate which, if any, of the following the filing organization used to establish the compensation of the organization's
CEO/Executive Director. Check all that apply. Do not check any boxes for methods used by a related organization to
establish compensation of the CEO/Executive Director, but explain in Part III.
Compensation committee
Independent compensation consultant
Form 990 of other organizations
Written employment contract
Compensation survey or study
Approval by the board or compensation committee
During the year, did any person listed in Form 990, Part VII, Section A, line 1a, with respect to the filing
organization or a related organization:
Receive a severance payment or change-of-control payment?
Participate in, or receive payment from, a supplemental nonqualified retirement plan?
Participate in, or receive payment from, an equity-based compensation arrangement?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any compensation
CALVERT SOCIAL INVESTMENTFOUNDATION, INC. 52-1591398
XX X
XXX
XX
XX
X
X
33211209-13-13
2
Part II Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees.
Note.
(B) (C) (D) (E) (F)
(i) (ii) (iii) (A)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
Schedule J (Form 990) 2013
Schedule J (Form 990) 2013 Page
Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the instructions, on row (ii).Do not list any individuals that are not listed on Form 990, Part VII.
The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
Breakdown of W-2 and/or 1099-MISC compensation Retirement andother deferredcompensation
Nontaxablebenefits
Total of columns(B)(i)-(D)
Compensationreported as deferred
in prior Form 990Basecompensation
Bonus &incentive
compensation
Otherreportable
compensation
Name and Title
CALVERT SOCIAL INVESTMENTFOUNDATION, INC. 52-1591398
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
CALVERT SOCIAL INVESTMENTFOUNDATION, INC. 52-1591398
OMB No. 1545-0047
Department of the TreasuryInternal Revenue Service
33214109-03-13
Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Open to PublicInspection
Attach to Form 990.
Information about Schedule M (Form 990) and its instructions is at Employer identification number
(a) (b) (c) (d)
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
29
Yes No
30
31
32
33
a
b
30a
31
32a
a
b
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule M (Form 990) (2013)
Name of the organization
Check ifapplicable
Number ofcontributions or
items contributed
Noncash contributionamounts reported on
Form 990, Part VIII, line 1g
Method of determiningnoncash contribution amounts
Art - Works of art
Art - Historical treasures
Art - Fractional interests
~~~~~~~~~~~~~
~~~~~~~~~
~~~~~~~~~~
Books and publications
Clothing and household goods
~~~~~~~~~~
~~~~~~
Cars and other vehicles
Boats and planes
Intellectual property
~~~~~~~~~~
~~~~~~~~~~~~~
~~~~~~~~~~~
Securities - Publicly traded
Securities - Closely held stock
~~~~~~~~
~~~~~~~
Securities - Partnership, LLC, or
trust interests
Securities - Miscellaneous
~~~~~~~~~~~~~~
~~~~~~~~
Qualified conservation contribution -
Historic structures
Qualified conservation contribution - Other
~~~~~~~~~~~~
~
Real estate - Residential
Real estate - Commercial
Real estate - Other
~~~~~~~~~
~~~~~~~~~
~~~~~~~~~~~~
Collectibles
Food inventory
Drugs and medical supplies
Taxidermy
~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~
~~~~~~~~
~~~~~~~~~~~~~~~~
Historical artifacts
Scientific specimens
Archeological artifacts
~~~~~~~~~~~~
~~~~~~~~~~~
~~~~~~~~~~
Other ( )
Other ( )
Other ( )
Other ( )
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ~~~~
During the year, did the organization receive by contribution any property reported in Part I, lines 1 - 28, that it must hold for
at least three years from the date of the initial contribution, and which is not required to be used for exempt purposes for
the entire holding period? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
If "Yes," describe the arrangement in Part II.
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions? ~~~~~~
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
LHA
www.irs.gov/form990.
SCHEDULE M(Form 990)
Part I Types of Property
Noncash Contributions2013J
J J
JJJJ
CALVERT SOCIAL INVESTMENTFOUNDATION, INC. 52-1591398
X 23 572,845. FAIR MARKET VALUE
X
X
X
332142 09-03-13
2
Schedule M (Form 990) (2013)
Schedule M (Form 990) (2013) Page
Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organizationis reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also completethis part for any additional information.
Part II Supplemental Information.
CALVERT SOCIAL INVESTMENTFOUNDATION, INC. 52-1591398
OMB No. 1545-0047
Department of the TreasuryInternal Revenue Service
33221109-04-13
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
Complete to provide information for responses to specific questions onForm 990 or 990-EZ or to provide any additional information.
| Attach to Form 990 or 990-EZ.|
(Form 990 or 990-EZ)
Open to PublicInspection
Employer identification number
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule O (Form 990 or 990-EZ) (2013)
Name of the organization
LHA
www.irs.gov/form990.
SCHEDULE O Supplemental Information to Form 990 or 990-EZ 2013CALVERT SOCIAL INVESTMENTFOUNDATION, INC. 52-1591398
FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:
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.
FORM 990, PART VI, SECTION B, LINE 11:
EXPLANATION: 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:
EXPLANATION: 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:
EXPLANATION: 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
33221209-04-13
2
Employer identification number
Schedule O (Form 990 or 990-EZ) (2013)
Schedule O (Form 990 or 990-EZ) (2013) Page
Name of the organization CALVERT SOCIAL INVESTMENTFOUNDATION, INC. 52-1591398
ABOVE. PRESIDENT & CEO COMPENSATION WAS LAST REVIEWED IN JANUARY OF 2014.
FORM 990, PART VI, LINE 17, LIST OF STATES RECEIVING COPY OF FORM 990:
EXPLANATION: 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, CHANGES IN NET ASSETS:
TRANSFER TO IMPACT ASSETS, INC. -842,763.
OMB No. 1545-0047
Department of the TreasuryInternal Revenue Service
Section 512(b)(13)
controlled
entity?
33216109-12-13
SCHEDULE R(Form 990) Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
See separate instructions.Attach to Form 990. Open to Public
Inspection|Information about Schedule R (Form 990) and its instructions is at
Employer identification number
Part I Identification of Disregarded Entities
(a) (b) (c) (d) (e) (f)
Identification of Related Tax-Exempt Organizations Part II
(a) (b) (c) (d) (e) (f) (g)
Yes No
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule R (Form 990) 2013
|||
Name of the organization
Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
Name, address, and EIN (if applicable)of disregarded entity
Primary activity Legal domicile (state or
foreign country)
Total income End-of-year assets Direct controllingentity
Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exemptorganizations during the tax year.
Name, address, and EINof related organization
Primary activity Legal domicile (state or
foreign country)
Exempt Codesection
Public charitystatus (if section
501(c)(3))
Direct controllingentity
LHA
www.irs.gov/form990.
Related Organizations and Unrelated Partnerships2013
CALVERT SOCIAL INVESTMENTFOUNDATION, INC. 52-1591398
Disproportionate
allocations?
Legaldomicile(state orforeigncountry)
General ormanagingpartner?
Section512(b)(13)controlled
entity?
Legal domicile(state orforeigncountry)
332162 09-12-13
2
Identification of Related Organizations Taxable as a Partnership Part III
(a) (b) (c) (d) (e) (f) (g) (h) (i) (j) (k)
Yes No Yes No
Identification of Related Organizations Taxable as a Corporation or Trust Part IV
(a) (b) (c) (d) (e) (f) (g) (h) (i)
Yes No
Schedule R (Form 990) 2013
Predominant income(related, unrelated,
excluded from tax undersections 512-514)
Schedule R (Form 990) 2013 Page
Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more relatedorganizations treated as a partnership during the tax year.
Name, address, and EINof related organization
Primary activity Direct controllingentity
Share of totalincome
Share ofend-of-year
assets
Code V-UBIamount in box20 of ScheduleK-1 (Form 1065)
Percentageownership
Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more relatedorganizations treated as a corporation or trust during the tax year.
Name, address, and EINof related organization
Primary activity Direct controllingentity
Type of entity(C corp, S corp,
or trust)
Share of totalincome
Share ofend-of-year
assets
Percentageownership
CALVERT SOCIAL INVESTMENTFOUNDATION, INC. 52-1591398
COMMUNITY INVESTMENT PARTNERS, INC. -27-2461977, 7315 WISCONSIN AVE., 11TH FLOOR, PROMOTION OFBETHESDA, MD 20814 COMMUNITY INVESTMENT MD N/A C CORP 948,300. 658,526. 100.00% X
332163 09-12-13
3
Part V Transactions With Related Organizations
Note. Yes No
1
a
b
c
d
e
f
g
h
i
j
k
l
m
n
o
p
q
r
s
(i) (ii) (iii) (iv) 1a
1b
1c
1d
1e
1f
1g
1h
1i
1j
1k
1l
1m
1n
1o
1p
1q
1r
1s
2
(a) (b) (c) (d)
(1)
(2)
(3)
(4)
(5)
(6)
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013 Page
Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
During the tax year, did the organization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
Receipt of interest annuities royalties or rent from a controlled entity ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Gift, grant, or capital contribution to related organization(s)
Gift, grant, or capital contribution from related organization(s)
Loans or loan guarantees to or for related organization(s)
Loans or loan guarantees by related organization(s)
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
Name of related organization Transactiontype (a-s)
Amount involved Method of determining amount involved
CALVERT SOCIAL INVESTMENTFOUNDATION, INC. 52-1591398
XXXXX
XXXXX
XXX
XX
XX
XX
COMMUNITY INVESTMENT PARTNERS, INC. P 980,696.FAIR MARKET VALUE
Are allpartners sec.
501(c)(3)orgs.?
Dispropor-tionate
allocations?
General ormanagingpartner?
33216409-12-13
Yes No Yes No Yes N
4
Part VI Unrelated Organizations Taxable as a Partnership
(a) (b) (c) (d) (e) (f) (g) (h) (i) (j) (k)
o
Schedule R (Form 990) 2013
Predominant income(related, unrelated,excluded from tax
under section 512-514)
Code V-UBIamount in box 20of Schedule K-1
(Form 1065)
Schedule R (Form 990) 2013 Page
Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue)that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
Name, address, and EINof entity
Primary activity Legal domicile(state or foreign
country)
Share oftotal
income
Share ofend-of-year
assets
Percentageownership
CALVERT SOCIAL INVESTMENTFOUNDATION, INC. 52-1591398