The Calvert Social Investment Foundation is a Maryland-based group which offers financial advisory services.
Financial Statistics
Total Assets
Total Revenue
Total Expenses Year Total Assets Total Revenue Total Expenses Filing 2024 $737,659,052 $39,494,064 $30,809,389 View 2023 $689,904,043 $33,426,249 $36,826,893 View 2022 $659,345,445 $30,134,256 $31,119,797 View 2021 $679,643,317 $23,234,500 $25,464,322 View 2020 $612,922,504 $22,517,069 $23,816,378 View
Prior year filings: 2015 , 2014 , 2013 , 2012 , 2011
Revenue Detail
Expenses Detail Employee Compensation Highest Earning Employees Employee Title Total Compensation Jennifer Pryce PRESIDENT & CEO $664,155 Derek Strocher CHIEF FINANCIAL OFFICER $463,256 Elizabeth Bafford VP, SYNDICATIONS & STRATEGY $438,621 Justin Conway SECRETARY, PRESIDENT OF CIP $370,833 Catherine Godschalk VP, LENDING $348,290 Emmeline Liu GENERAL COUNSEL $337,125 Lauri Michel VP, RISK MANAGEMENT $334,757 Ann Dobbyn VP, CONTROLLER $225,900
More + Less – Grant Activity Grants Received Grants Given
All-time grants received statistics from Candid dataset:
Total Grant Value: $51,408,537 Number of Grants: 179 Number of Funders: 65 Selection of highest value grants received from the last seven years:
Amount Year Funder Subject $5,500,000 2022 Citi Foundation 100X10 FOR SMALL BIZ PROGRAM $4,500,000 2023 Citi Foundation 100X10 FOR SMALL BIZ PROGRAM $1,194,699 2020 The Bay and Paul Foundations Inc General & Unrestricted (see attached General Explanation) $525,000 2022 Robert Wood Johnson Foundation To work with community development finance organizations to access the $8 billion in funding in the Greenhouse Gas Reduction Fund for consumer and community projects that increase resilience and improve health outcomes in communities with low incomes. $300,000 2020 Grameen America Inc COVID GRANT TO SUPPORT COMMUNITIES WHERE GRAMEEN MEMBERS ARE LOCATED $187,182 2020 Cassiopeia Foundation Inc FOR GENERAL OPERATING SUPPORT. $130,000 2020 Nonprofit Finance Fund GRANT FOR COVID-19 RELIEF FOR UNDERSERVED, VULNERABLE POPULATIONS $100,000 2020 F B HERON FOUNDATION General Operating $75,000 2021 F B HERON FOUNDATION Project-Based $75,000 2020 F B HERON FOUNDATION Technical Assistance $52,500 2024 Robert Wood Johnson Foundation 80413 LEVERAGING CAPITAL FROM THE GREENHOUSE GAS REDUCTION FUND FOR INVESTMENT IN THE COMMUNITY DEVELOPMENT FINANCE SYSTEM AND PUBLIC HEALTH INFRASTRUCTURE $52,000 2020 Fidelity Investments Charitable Gift Fund For grant recipient's exempt purposes $50,000 2023 Donor Advised Charitable Giving, Inc. PUBLIC, SOCIETAL BENEFIT $50,000 2022 New Venture Fund CAPACITY BUILDING $10,200 2021 Fidelity Investments Charitable Gift Fund For grant recipient's exempt purposes $10,000 2021 ImpactAssets MICROFINANCE INTERNATIONALLY $10,000 2020 Baltimore Community Foundation GENERAL SUPPORT AND VARIOUS PROJECTS
More + Less – All-time grants given statistics from Candid dataset:
Total Grant Value: $3,887,381 Number of Grants: 165 Number of Recipients: 135 Selection of highest value grants given from the last seven years:
Amount Year Funder Subject $250,000 2021 Urban Land Conservancy GENERAL SUPPORT
