Non-profit

Calvert Social Investment Foundation

Location:

BETHESDA, MD

Tax ID:

52-1591398

Tax-Exempt Status:

501(c)(3)

Budget (2016):

Revenue: $19,765,844
Expenses: $17,814,339
Assets: $368,857,156

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The Calvert Social Investment Foundation is a Maryland-based group which offers financial advisory services.

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Nonprofit Information

  • Accounting Period: December - November
  • Tax Exemption Received: June 1, 1989

  • Available Filings

    Period Form Type Total revenue Total functional expenses Total assets (EOY) Total liabilities (EOY) Unrelated business income? Total contributions Program service revenue Investment income Comp. of current officers, directors, etc. Form 990
    2016 Dec Form 990 $19,765,844 $17,814,339 $368,857,156 $351,612,469 Y $7,488,899 $11,966,068 $377,690 $937,945
    2015 Dec Form 990 $16,296,832 $15,565,748 $315,190,271 $285,234,258 N $5,443,984 $9,806,386 $877,785 $774,163 PDF
    2014 Dec Form 990 $17,446,183 $14,680,425 $293,667,529 $263,793,268 N $6,637,103 $9,761,373 $693,397 $682,894 PDF
    2013 Dec Form 990 $13,223,322 $12,549,701 $272,829,576 $245,756,591 N $4,256,380 $8,708,662 $160,326 $1,028,571 PDF
    2012 Dec Form 990 $14,772,889 $12,107,067 $267,943,859 $241,827,410 N $6,428,345 $7,982,221 $460,922 $595,776 PDF
    2011 Dec Form 990 $19,563,480 $16,429,261 $251,374,053 $228,731,399 N $10,268,467 $8,324,865 $693,798 $524,317 PDF

    Additional Filings (PDFs)

    Calvert Social Investment Foundation

    7315 WISCONSIN AVE SUITE 1000 WEST
    BETHESDA, MD 20814-3218