efile GRAPHIC

rint - DO NOT PROCESS

As Filed Data -

DLN: 93493134029750
OMB No 1545-0047

Form

990

Return of Or g anization Exem p t From Income Tax
Under section 501 ( c), 527 , or 4947 ( a)(1) of the Internal Revenue Code ( except black lung

2009

benefit trust or private foundation)
Department of the Treasury Internal Revenue Service A For the 2009 0- The organization may have to use a copy of this return to satisfy state reporting requirements calendar year, or tax year beginning 01 - 01-2009 Please use IRS label or print or type . See Specific Instruc tions. and ending 12 - 31-2009 D Employer identification number 52-1591398 E Telephone number (800) 248-0337 Number and street (or P 0 box if mail is not delivered to street address) Room/suite 7315 Wisconsin Avenue 11th Floor City or town, state or country, and ZIP + 4 BETHESDA, MD 20814 G Gross receipts $ 21 , 625 , 255 • .

B Check if applicable F Address change F Name change F Initial return (Terminated F Amended return (Application pending

C Name of organization CALVERT SOCIAL INVESTMENT FOUNDATION INC Doing Business As

F Name and address of principal officer Shari Berenbach
7315 Wisconsin Avenue 11th Floor BETHESDA,MD 20814

H(a) Is this a group return for affiliates? F Yes
H(b) F_ 527 Are all affiliates included ?

F No
F_ No

F Yes

If "No," attach a list (see instructions)
I Tax-exempt status F 501(c) ( 3 I (insert no ) 1 4947(a)(1) or H(c) Group exemption number 0-

3

Website : 1- www calvertfoundation org
L Year of formation 1988 M State of legal domicile MD

K Form of organization F Corporation 1 Trust F_ Association 1 Other 1-

Summar y
1 a, Briefly describe the organization's mission or most significant activities 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

2
3 4 5

Check this box Of- 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) . 3 4 5 11 6 47

Number of independent voting members of the governing body (Part VI, line 1b) Total number of employees (Part V, line 2a)

6

Total number of volunteers (estimate if necessary)

.

6
7a 7b Prior Year Current Year 7,734,907 8,348,434 1,204,837 190,000 18,017,840 5,347,314 17,478,178 4,047,900 0 3,236,045 62,500 3,607,581 0

0
0 0

7a Total gross unrelated business revenue from Part VIII, column (C), line 12 b Net unrelated business taxable income from Form 990-T, line 34 .

8 9 N 10 11 12 13 14 15 16a b 17 18 19

Contributions and grants (Part VIII, line 1h) Program service revenue (Part VIII, line 2g)

. . . . . .

10,084,183 7,272,836 660,821

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 510) Professional fundraising fees (Part IX, column (A), line l le) Total fundraising expenses (Part IX, column (D), line 25) 0-528,071 Other expenses (Part IX, column (A), lines 11a-11d, 11f-24f) Total expenses . .

6,873,518 15,519,377 2,498,463 Beginning of Current Yea Year

8,189,128 15,844,609 1,633,569 End of Year 237,644,299 202,017,559 35,626,740

Add lines 13-17 (must equal Part IX, column (A), line 25) Subtract line 18 from line 12

Revenue less expenses

20 %T ZLL 21 22

Total assets (Part X, line 16)

. . . . . . . . . . .

207,711,820 175,235,034 32,476,786

Total liabilities (Part X, line 26) Net assets or fund balances

Subtract line 21 from line 20

Signature Block
Under penalties of perjury, I declare that I have examined this return, including a and belief, it is true, correct, and complete Declaration of preparer (other than o

Sign
Here Signature of officer Charles Hollands Chief financial officer Type or print name and title Preparer's Date

Paid Preparers Use Only

Signature Firm's name (or yours if self-employed),
address, and ZIP + 4

Johnson Lambert & Co LLP
700 Spring Forest Road Ste 115 Raleigh, NC 27609

May the IRS discuss this return with the preparer shown above? (see instructio

For Privacy Act and Paperwork Reduction Act Notice , see the separate instruc

Form 990 (2009) 1:M.6004 Statement of Program Service Accomplishments 1 Briefly describe the organization's mission

Page 2

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

2

Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990 -EZ'' . . . . . . . . . . . . . . . . . . . . fl Yes F No If "Yes," describe these new services on Schedule 0

3

Did the organization cease conducting , or make significant changes in how it conducts , any program services ? . . . . . . . . . . . . . . . . . . . . . . . . . If "Yes," describe these changes on Schedule 0

.

F Yes

F No

4

Describe the exempt purpose achievements for each of the organization's three largest program services by expenses Section 501 ( c)(3) and 501 ( c)(4) organizations and section 4947( a)(1) trusts are required to report the amount of grants and allocations to others , the total expenses , and revenue , if any, for each program service reported

4a

(Code

) (Expenses $

9,166,117

including grants of $

) (Revenue $

7,615,957 )

Calvert Community Investment Notes bring together the financial benefits of an investment and the social impact of a charitable donation Each and every dollar invested in the note is placed in a diversified loan pool with the objective of earning both a financial and a social return The capital raised through the Notes directly supports affordable housing, small businesses, microenterprises around the world, and other high social impact initiatives

4b

(Code

) (Expenses $

3,755,612

including grants of $

3,362,951 ) (Revenue $

Calvert Giving Fund is a unique philanthropic product providing a 100% socially responsible donor advised fund that goes to work immediately building communities, even before assets are granted out to charities The philanthropic power of donated funds increases over time as Giving Fund assets appreciate tax-free in community investments and socially responsible mutual funds

4c

(Code

) (Expenses $

625,146

including grants of $

) (Revenue $

732,477 )

Calvert Foundation's advisory services program, Community Investment Partners (CIP), administers community investment program assets for family foundations, faith-based institutions, socially responsible businesses and other organizations seeking to channel capital to community projects in an efficient, disciplined and recoverable manner CIP helps these groups support or initiate programs that finance affordable homes, fund small and micro-businesses, and make essential community services available

(Code

) (Expenses $

1,458,056

including grants of $

684,949 ) (Revenue $

mission plus program - financing high impact, innovative community organizations

4d

Other program services (Expenses $

(Describe in Schedule 0 ) 1,458,056 $ including grants of$ 15,004,931 Form 990 (2009) 684,949 ) (Revenue $

4e

Total program service expenses

Form 990 (2009)

Page 3

Checklist of Required Schedules
Yes 1 Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," Yes No

complete Schedule As . 2 3
4

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

. .

. .

. .

. . . .

^

1 2 3
No 4

Is the organization required to complete Schedule B, Schedule of Contributors? IN .

Yes No

Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes,"complete Schedule C, Part I . . . . . . . . . .
Section 501(c)(3) organizations . Did the organization engage in lobbying activities? If "Yes,"complete Schedule C, Part II . . . . . . . . . . . . . . . . . . . . . . . . . Section 501 ( c)(4), 501 ( c)(5), and 501 ( c)(6) organizations . Is the organization subject to the section 6033(e) notice and reporting requirement and proxy tax's If "Yes,"complete Schedule C, Part III .

5

5

6

Did the organization maintain any donor advised funds or any similar funds or accounts where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes,"complete
Schedule D, Part Is . . . . . . . . . . . . . . . . . . . . . 6 Yes

7 8
9

Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas or historic structures? If "Yes,"complete Schedule D, Part II9!^ Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part III . . . . . . . . . . . . . . . . . . . .

7
8

No

No

Did the organization report an amount in Part X, line 21, serve as a custodian for amounts not listed in Part X, or

provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes,"
complete Schedule D, Part IV 10 . . . . . . . . . . . . . . . . . . 9 10 N

Did the organization, directly or through a related organization, hold assets in term, permanent,or quasiendowments? If "Yes,"complete Schedule D, Part 15

No

11

Is the organization's answer to any of the following questions "Yes"? If so,complete Schedule D, Parts VI, VII, VIII, IX, orXas applicable .. . . . . . . . . . . . . . . c 11 Yes

* Did the organization report an amount for land, buildings, and equipment in Part X, line107 If "Yes,"complete Schedule D, Part VI. * Did the organization report an amount for investments-other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16'' If "Yes,"complete Schedule D, Part VII. * Did the organization report an amount for investments-program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16'' If "Yes,"complete Schedule D, Part VIII.

* Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets
reported in Part X, line 16'' If "Yes,"complete Schedule D, Part IX. * Did the organization report an amount for other liabilities in Part X, line 257 If "Yes,"complete Schedule D, Part X.

t Did the organization ' s separate or consolidated financial statements for the tax year include a footnote that addresses the organization ' s liability for uncertain tax positions under FIN 487 If "Yes,"complete Schedule D, Part X.

12

Did the organization obtain separate , independent audited financial statements for the tax year? If "Yes ,"complete
Schedule D, Parts XI, XII, and XIII 12 Yes

12A Was the organization included in consolidated , independent audited financial statements for the tax year? Yes No

If "Yes,"completing Schedule D, Parts XI, XII, and XIII is optional 13 14a b

.

12A

No 13 No No Yes

Is the organization a school described in section 170(b)(1)(A)(ii)'' If "Yes, "complete Schedule E Did the organization maintain an office, employees, or agents outside of the United States? . 14a

Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, and program service activities outside the United States? If "Yes," complete Schedule F, Part I 95 14b

15

Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U S 7 If "Yes,"complete Schedule F, Part II 9!^ 15 No

16

Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U S 7 If "Yes,"complete Schedule F, Part III ^ 16 17 No No

17

Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and l le? If "Yes,"complete Schedule G, Part I Did the organization report more than $15,000 total offundraising event gross income and contributions on Part . . VIII, lines 1c and 8a'' If "Yes, "complete Schedule G, Part II . . . . . . . . Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a7 If . . . . . . . . . . . . . . . . . . "Yes," complete Schedule G, Part III . Did the organization operate one or more hospitals? If "Yes,"complete ScheduleH .

18

18 19

No No

19

20

20

No Form 990 (2009)

Form 990 (2009)

Page 4

Li^
21

Checklist of Required Schedules (continued)
21 Yes . 22 Yes

Did the organization report more than $5,000 of grants and other assistance to governments and organizations in the United States on Part IX, column (A), line 1'' If "Yes,"complete Schedule I, Parts I and II

22

Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2'' If "Yes, "complete Schedule I, Parts I and III . 19

23

Did the organization answer "Yes" to Part V II, Section A, questions 3, 4, or 5, about compensation of the

organization's current and former officers, directors, trustees, key employees, and highest compensated
employees? If "Yes,"complete Schedule J 24a . . . . . . . . . . . . . . . Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 20027 If "Yes," answer questions 24b-24d and complete Schedule K. If "No,"go to line 25 . . . . . . . . . . . . . . . Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? .

23

Yes

24a 24b

No

b

c d
25a

Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds? . Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?
Section 501(c )( 3) and 501 ( c)(4) organizations . Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes,"complete Schedule L, Part I 15

24c 24d
25a No

b

Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior
year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ7 If "Yes,"complete Schedule L, Part I . . . . . . . . . . . . . . . . 95 25b No

26

Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization's tax year? If "Yes," complete Schedule L,
Part II . . . . . . . . . . . . . . . . . . . . . . . . . . .

26

No

27

Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor, or a grant selection committee member, or to a person related to such an individual? If "Yes,"
complete Schedule L, Part III . 19 Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV

27

No

28

instructions for applicable filing thresholds, conditions, and exceptions) a A current or former officer, director, trustee, or key employee? If "Yes,"complete Schedule L, Part
IV ID 28a 28b No No

b A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV . . . . . . . . . . . . . . . . . . .

c
29

An entity of which a current or former officer, director, trustee, or key employee of the organization (or a family member) was an officer, director, trustee, or owner? If "Yes,"complete Schedule L, Part IV 19
Did the organization receive more than $25 , 000 in non-cash contributions? If "Yes , " complete Schedule MIN

28c
29

Yes Yes No

30 31 32
33

Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified
conservation contributions? If "Yes,"complete Schedule M ^ 30

Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes,"complete Schedule N,
PartI . 31 No

Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes,"complete
Schedule N, Part II . 32 No Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301 7701-2 and 301 7701-3'' If"Yes,"complete Schedule R, PartI . Was the organization related to any tax-exempt or taxable entity? If "Yes,"complete Schedule R, Parts II, III, IV, and V, line 1 . Is any related organization a controlled entity within the meaning of section 512(b)(13)7 If "Yes,"complete Schedule R, Part V, line 2 . Section 501(c )( 3) organizations . Did the organization make any transfers to an exempt non-charitable related organization? If "Yes,"complete Schedule R, Part V, line 2 . . . . . . . . . .

33

No

34

34

No

35

35

No

36

36 37 Yes

No

37
38

Did the organization conduct more than 5% of its activities through an entity that is not a related organization
and that is treated as a partnership for federal income tax purposes? If "Yes,"complete Schedule R, Part VI Did the organization complete Schedule 0 and provide explanations in Schedule 0 for Part VI, lines 11 and 197 Note . All Form 990 filers are required to complete Schedule 0 No

38

Form 990 (2009)

Form 990 (2009)

Page 5

JU^

Statements Regarding Other IRS Filings and Tax Compliance
Yes I No

la

Enter the number reported in Box 3 of Form 1096, Annual Summary and Transmittal of U.S. Information Returns. Enter -0- if not applicable . . la 1 2,200

b
c

Enter the number of Forms W-2G included in line la Enter -0- if not applicable
lb Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return . . . . . . . . . . . . . . . . . . . . 0

1c

I

Yes

2a

2a

47

b

If at least one is reported on line 2a, did the organization file all required federal employment tax returns? Note : If the sum of lines la and 2a is greater than 250, you may be required to e-file this return (see instructions) Did the organization have unrelated business gross income of $1,000 or more during the year covered by this
return? .

2b

I

Yes

3a b 4a

3a

No

If "Yes," has it filed a Form 990-T for this year? If "No,"provide an explanation in Schedule O

.

.

.

.

3b

At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial
account)? . 4a No

b

If "Yes," enter the name of the foreign country

0-

See the instructions for exceptions and filing requirements for Form TD F 90-22 1, Report of Foreign Bank and Financial Accounts 5a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? . 5a No

b
c

Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
If"Yes" to line 5a or 5b, did the organization file Form 8886-T, Disclosure by Tax-Exempt Entity Regarding

5b Sc
6a

No

Prohibited Tax Shelter Transaction?
6a

.

Does the organization have annual gross receipts that are normally greater than $100,000, and did the

No

organization solicit any contributions that were not tax deductible? b 7
a

If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? . Organizations that may receive deductible contributions under section 170(c).
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and

6b

7a

No

services provided to the payor7 b c d e f g h
8

. . 7b
7c No

If "Yes," did the organization notify the donor of the value of the goods or services provided?
file Form 82827 .

Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to If "Yes," indicate the number of Forms 8282 filed during the year 7d

Did the organization, during the year, 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? For all contributions of qualified intellectual property, did the organization file Form 8899 as required?
required? .

7e 7f 7g
7h

No No No
No

.

For contributions of cars, boats, airplanes, and other vehicles, did the organization file a Form 1098-C as
Sponsoring organizations maintaining donor advised funds and section 509(a )( 3) supporting organizations. Did

the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year? .
9 a b 10 a b Sponsoring organizations maintaining donor advised funds. Did the organization make any taxable distributions under section 49667 . .

8

9a 9b

Did the organization make a distribution to a donor, donor advisor, or related person? Section 501(c )( 7) organizations. 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 Section 501(c )( 12) organizations. Enter

10a 10b

11

a b

Gross income from members or shareholders

.

11a 11b
12a

Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them ) . . . . . . .

12a b

Section 4947( a)(1) non -exempt charitable trusts. 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 12b

Form 990 (2009)

Form 990 (2009) LQLM Governance , Management, and Disclosure For each "Yes" response to lines 2 through 7b

Page 6

below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule 0. See instructions. Section A . Governing Bodv and Management
Yes No

la

Enter the number of voting members of the governing body

.

la

11

b 2 3
4

Enter the number of voting members that are independent

.

lb

6 2
3

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 organizational documents since the prior Form 990 was

Yes
No

filed? 5 6 7a b 8
a

4 . 5 6
. . . . . . . . . . . . . . 7a

No No No
No

Did the organization become aware during the year of a material diversion of the organization's assets? Does the organization have members or stockholders?

Does the organization have members, stockholders, or other persons who may elect one or more members of the
governing body? . . . . . . . . . .

Are any decisions of the governing body subject to approval by members, stockholders, or other persons? Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following
The governing body? . . . . . . . . . . . . . . . . . . . . . . . .

7b

No

8a

Yes

b 9

Each committee with authority to act on behalf of the governing body? Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization's mailing address? If"Yes," provide the names and addresses in Schedule 0

8b 9

Yes No

Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code. )
Yes No

10a b 11
11A

Does the organization have local chapters, branches, or affiliates? If "Yes," does the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with those of the organization? . Has the organization provided a copy of this Form 990 to all members of its governing body before filing the form?

10a 10b
11

No

No

Describe in Schedule 0 the process, if any, used by the organization to review the Form 990

12a

Does the organization have a written conflict of interest policy? If "No,"go to line 13

.

12a

Yes

b Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? . . . . . . . . . . . . . . . . . . . . . . . . . . c
13 14 15

12b 12c
13 14

Yes Yes
No Yes

Does the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule 0 how this is done
Does the organization have a written whistleblower policy? Does the organization have a written document retention and destruction policy? Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?

a

The organization's CEO, Executive Director, or top management official

15a

Yes

b

Other officers or key employees of the organization If "Yes" to line a orb, describe the process in Schedule 0 (See instructions

15b

Yes

16a

Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? If "Yes," has the organization adopted a written policy or procedure requiring the organization to evaluate its

16a

No

b

participation in joint venture arrangements under applicable federal tax law, and taken steps to safeguard the organization's exempt status with respect to such arrangements? Section C. Disclosure 17
18

16b

List the States with which a copy of this Form 990 is required to be filedSection 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (50 1(c) (3)s only) available for public inspection Indicate how you make these available Check all that apply F Own website fl Another's website fl Upon request

19 20

Describe in Schedule 0 whether (and if so, how), the organization makes its governing documents, conflict of interest policy, and financial statements available to the public See Additional Data Table State the name, physical address, and telephone number of the person who possesses the books and records of the organization The Foundation
7315 Wisconsin Avenue Bethesda, MD 20814 (301) 951-9426 Form 990 (2009)

0-

Form 990 (2009) 1:M.lkvh$ Compensation of Officers , Directors , Trustees , Key Employees , Highest Compensated

Page 7

Employees , and Independent Contractors Section A . Officers , Directors , Trustees , Key Employees , and Highest Compensated Employees
la 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 Use Schedule J-2 if additional space is needed
* List all of the organization' s current officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation, and current key employees Enter -0- in columns (D), (E), and (F) if no compensation was paid

* List all of the organization' s current key employees See instructions for definition of "key employee "
* List the organization's five current highest compensated employees (other than an officer, director, trustee or key employee) who received reportable 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 former officers, key employees, or highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations
6 List all of the organization' s former directors or trustees 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 1 Check this box if the organization did not compensate any current or former officer, director, trustee or key employee
(A) (B) (C) (D ) ( E) (F)

Name and Title

Average hours per week

Position ( check all that apply)

Reportable compensation from the organization (W0 -D 'D a 2/1099-MISC) T 0

Reportable compensation from related organizations
(W- 2/1099MISC)

Estimated amount of other compensation from the
organization and related organizations

n E

o

0 m 3 Q Q

m -D

D Wayne Sibly Co-Chair, Fin Comm Chair John G Guffey Jr Co-Chair, Inv Comm Chair Carol Atwood Director, Adv Comm Chair Peggy Clark Director Seth Goldman Director Mary Houghton Director Barbara J Krumsiek Director Ira W Lieberman PhD Director, Aud Comm Chair Elizabeth L Littlefield Director Terrance J Mollner Director, Gov Comm Chair Maria Otero director Reggie Stanley Director Kathy Stearns Director phyllis caldwell director Shari Berenbach President & CEO Charles P Hollands SR VP & CFO James A Richardson exec dir of nrf

1 00 1 00 1 00 1 00 1 00 1 00 1 00 1 00 1 00 1 00 1 00 1 00 1 00 1 00 45 00 45 00 45 00

X X X X X X X X X X X X X X X X X

0 0 0 0 0 0 0 0 0 0 0 0 0 0 156,000 135,960 152,644

0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0

0 0 0 0 0 0 0 0 0 0 0 0 0 0 23,268 21,567 16,230 Form 990 (2009)

Form 990 (2009) Ugj= Section A. Officers, Directors , Trustees , Key Employees , and Highest Compensated Employees (continued)

Page 8

(A)

(B)

(C)

(D )

( E)

(F)

Name and Title

Average hours per week

Position ( check all that apply) =
0 m c c
4

,o = ado
art, o Q °
7 rn

Reportable compensation from the organization ( W2/1099-MISC) T °d

Reportable compensation from related organizations
( W- 2/1099MISC)

Estimated amount of other compensation from the
organization and related organizations

r

m
Lisa Hall Exec VP & CLO Elizabeth Glenshaw Sr VP CI Markets Timothy Freundlich Sr VP Giving Fund Jesse Chancellor SR VP CIP Humphrey Y Mensah Controller

a

+t, 0
X X X X X 148,320 128,544 128,544 115,690 110,750 0 0 0 0 0 22,197 15,167 15,167 13,031 19,531

45 00 45 00 45 00 36 00 45 00

lb

Total

.

1,076,4721

0

146,158

Total number of individuals (including but not limited to those listed above) who received more than $100,000 in reportable compensation from the organization-8

No

Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line la's If "Yes,"complete Schedule] forsuch individual . . . . . . . . . . . .
For any individual listed on line la, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000' If"Yes,"complete Schedule] forsuch

3

No

individual

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

Did any person listed on line la receive or accrue compensation from any unrelated organization for services rendered to the organization ? If "Yes, "complete ScheduleI for such person . . . . . . . . .

5

No

Section B. Independent Contractors
1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization (A) Name and business address (B) Description of services (C) Compensation

2

Total number of independent contractors (including but not limited to those listed above) who received more than $100.000 in compensation from the organization 0-0 Form 990 (2009)

Form 990 (2009) 1:M.&TJO04 Statement of Revenue
(A) (B) (C) (D)

Page 9

Total revenue

Related or exempt function revenue

Unrelated business revenue

Revenue excluded from tax under sections
512, 513, or 514

la

Federated campaigns

.

la

b

Membership dues
Fundraising events

.
.

.

.

.

lb
1c


0 {G

c

d
e i f

Related organizations

.

.

.

ld
le if 7,734,907

Government grants (contributions) All other contributions, gifts, grants, and similar amounts not included above

g h
a, 2a a2 S b

Noncash contributions included in lines la-1f $ Total.Add lines la-1f .
Business Code calvert community inve community investment p 900,099 900,099 7,600,207 748,227 7,600,207 748,227 907,159

7,734,907

C d

U7

e f g 3 All other program service revenue Total . Add lines 2a-2f . Investment income (including dividends, interest
and other similar amounts) 4 5 Income from investment of tax-exempt bond proceeds Royalties . . . . . . . . . . , . . 100. 01,103,743 1,103,743

10-

8,348,434

(i) Real
6a b c Gross Rents Less rental expenses Rental income or (loss)

(ii) Personal

d

Net rental inco me or (loss)

.

.
(ii) Other

(i) Securities 7a Gross amount from sales of assets other than inventory Less cost or other basis and sales expenses Gain or (loss) Net gain or (los s) . 4,248,171

b

4,147,077

c d

101,094 . . . . . . . .0101,094 101,094

8a Qo 3

Gross income from fundraising events (not including $ of contributions reported on line 1c)
See Part IV, line 18 .

a b c
9a

Less

direct expenses

.

b . .

Net income or (loss) from fundraising events
Gross income from gaming activities See Part IV, line 19 . .

a b
c 10a

Less

direct expenses

.

b
.

Net income or (loss) from gaming activities Gross sales of inventory, less

returns and allowances

. a

b c

Less

cost of goods sold

.

b . 0-

Net income or (loss) from sales of inventory
Miscellaneous Revenue

Business Code 900,099 190,000 190,000

11a

calvert giving fund

b c d
e

All other revenue

.

.
190,000

Total .Add lines 11a-11d

12

Total revenue . See Instructions 17,478,178 8,348,434 , 0 1,394,837 , Form 990 (2009)

Form 990 (2009) Statement of Functional Expenses
Section 501 ( c)(3) and 501 ( c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and ( D). Do not include amounts reported on lines 6b, 7b, 8b, 9b, and 10b of Part VIII . 1 Grants and other assistance to governments and organizations in the U S See Part IV, line 21 Grants and other assistance to individuals in the U S See Part IV, line 22 Grants and other assistance to governments, organizations , and individuals outside the U S Part IV, lines 15 and 16 (A) Total expenses (B) Program service expenses (C) Management and general expenses

Page 10

(D) Fundraising expenses

4,001,400

4,001,400

2

45,000

45,000

3

See 1 ,500 1,500

4
5

Benefits paid to or for members
Compensation of current officers, directors , trustees, and key employees Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958 ( c)(3)(B) . Other salaries and wages Pension plan contributions ( include section 401(k ) and section 40 3(b) employer contributions ) Other employee benefits Payroll taxes Fees for services ( non-employees) a b c Management Legal Accounting . . 6,715 84,213 5,238 65,685 1,343 16,843 134 1,685 2,482,715 1,737,901 496,543 248,271 505,669 353,968 101,134 50,567

6

7 8

110,992 281 ,435 226,770

77,694 197,004

22,199 56,287 226,770

11,099 28,144

9 10 11

d
e f g 12 13 14 15 16 17

Lobbying
Professional fundraising See Part IV, line 17 83,224 913 ,616 . 860 170,995 74,512 41,612 822,254 860 136,996 68,198 29,731 6,314 4,268 41,612 45,681 45,681

Investment management fees Other Advertising and promotion Office expenses Information technology Royalties Occupancy Travel

44,022 264,377

6,603 211,501

37,419 26,438 26,438

18
19 20 21 22 23 24

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 Other expenses Itemize expenses not covered above ( Expenses grouped together and labeled miscellaneous may not exceed 5% of total expenses shown on line 25 below ) a b c d e f Provision for Loan Loss registration Fees NRFC Administration Exp Commissions Dues & Subscriptions All other expenses Total functional expenses . Add lines 1 through 24f Joint costs. Check here F_ if following SOP 98-2 1,613,617 86,395 82,035 43,975 30,057 8,451 15,844,609 1,613,617 86,395 82,035 43,975 25,548 773,107 15,004,931 4,509 -875,100 311,607 110,444 528,071 55,070 17,474 55,070 17,474 26,796 4,582,724 24,116 4,582,724 1,340 1,340

25 26

Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation Form 990 (2009)

Form 990 (2009) IMEM Balance Sheet
(A) Beginning of year 1 2 3 4 Cash-non-interest-bearing Savings and temporary cash investments Pledges and grants receivable, net Accounts receivable, net 49,730,264 2,460,371 1 2 3 4

Page 11

(B) End of year 1,965,289 26,293,188 250,000 7,491,369

5

Receivables from current and former officers, directors, trustees, key employees, and
highest compensated employees Complete Part II of

Schedule L 6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and
persons described in section 4958(c)(3)(B) Complete Part II of

5

Schedule L
7 8 9 10a Notes and loans receivable, net Inventories for sale or use Prepaid expenses and deferred charges Land, buildings, and equipment Part VI of Schedule D Less accumulated depreciation cost or other basis Complete 10a 10b 274,500 240,643 21,986,231 505,761 229,889 129,125,220

6
7 8 9 188,238

b 11 12 13 14 15 16 17 18 19 20 } 21

10c 11 12 13 14

231,261 16,114,240 8,039,336 174,914,195

Investments-publicly traded securities Investments-other securities Investments-program-related Intangible assets Other assets See Part IV, line 11 . See Part IV, line 11 See Part IV, line 11

3,939,202 207,711,820 2,189,909

15 16 17 18 19 20

2,157,183 237,644,299 2,219,543

Total assets . Add lines 1 through 15 (must equal line 34) Accounts payable and accrued expenses Grants payable Deferred revenue Tax-exempt bond liabilities Escrow or custodial account liability

Complete Part IVof Schedule D

21

22

Payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons Complete Part II of Schedule L . 22 23

23

Secured mortgages and notes payable to unrelated third parties

24
25 26

Unsecured notes and loans payable to unrelated third parties
Other liabilities Complete Part X of Schedule D . 173,045,125 175,235,034

24
25 26 199,798,016 202,017,559

Total liabilities . Add lines 17 through 25

Organizations that follow SFAS 117, check here
through 29, and lines 33 and 34. 27 M 28 29 Unrestricted net assets Temporarily restricted net assets Permanently restricted net assets

F and complete lines 27
31,952,941 336,274 187,571 27 28 29 34,107,194 1,331,975 187,571

W_
30

Organizations that do not follow SFAS 117 , check here
lines 30 through 34. Capital stock or trust principal, or current funds

F- and complete
30

31 32

Paid-in or capital surplus, or land, building or equipment fund Retained earnings, endowment, accumulated income, or other funds
Total net assets or fund balances Total liabilities and net assets/fund balances 32,476,786 207,711,820

31 32
33 34 35,626,740 237,644,299 Form 990 (2009)

z

33 34

Form 990 (2009) Financial Statements and Reporting
Yes 1 Accounting method used to prepare the Form 990 p Cash F Accrual F-Other

Page 12

No

If the organization changed its method of accounting from a prior year or checked "Other," explain in Schedule 0 2a b c Were the organization's financial statements compiled or reviewed by an independent accountant's Were the organization's financial statements audited by an independent accountant? . 2a 2b Yes No

If "Yes," to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant? If the organization changed either its oversight process or selection process during the tax year, explain in
Schedule 0 . . . 2c Yes

d

If "Yes" to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued

on a consolidated basis, separate basis, or both F Separate basis 3a
b

fl Consolidated basis
. . .

fl Both consolidated and separated basis
. . . . . . . . . . . . 3a 3b Form 990 (2009) No

As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the
Single Audit Act and 0MB Circular A-133? If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required

audit or audits, explain why in Schedule 0 and describe any steps taken to undergo such audits

.

.

l efile GRAPHIC p rint - DO NOT PROCESS

As Filed Data -

DLN: 93493134029750
OMB No 1545-0047

SCHEDULE A
(Form 990 or 990EZ)
Department of the Treasury Internal Revenue Service

Public Charity Status and Public Support
2009
Complete if the organization is a section 501(c )( 3) organization or a section 4947( a) (1) nonexempt charitable trust. ^ Attach to Form 990 or Form 990 - EZ. ^ See separate instructions.

Name of the organization CALVERT SOCIAL INVESTMENT FOUNDATION INC

Employer identification number 52-1591398

Reason for Public Charity Status (All organizations must complete this part.) See Instructions The organization is not a private foundation because it is (For lines 1 through 11, check only one box 1 2
3 4

1 1
1 1

A church, convention of churches, or association of churches section 170(b)(1)(A)(i). A school described in section 170 (b)(1)(A)(ii). (Attach Schedule E )
A hospital or a cooperative hospital service organization described in section 170 ( b)(1)(A)(iii). A medical research organization operated in conjunction with a hospital described in section 170 (b)(1)(A)(iii). Enter the hospital's name, city, and state

5

1

A n organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv ). (Complete Part II )

6 7

1 F

A federal, state, or local government or governmental unit described in section 170 ( b)(1)(A)(v). An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in
section 170 ( b)(1)(A)(vi ) (Complete Part II ) A community trust described in section 170 ( b)(1)(A)(vi ) (Complete Part II )

8

1

9

1

An organization that normally receives

(1) more than 331/3% of its support from contributions, membership fees, and gross

receipts from activities related to its exempt functions-subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975 10 11 1 1 See section 509 (a)(2). (Complete Part III ) Seesection 509(a)(4).

An organization organized and operated exclusively to test for public safety

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2) See section 509 (a)(3). Check the box that describes the type of supporting organization and complete lines 11e through 11h a 1 Type I b 1 Type II c 1 Type III - Functionally integrated d 1 Type III - Other By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2) If the organization received a written determination from the IRS that it is a Type I, Type II or Type III supporting organization, check this box F Since August 17, 2006, has the organization accepted any gift or contribution from any of the

e

F

f g

following persons? (i) a person who directly or indirectly controls, either alone or together with persons described in (ii) and (iii) below, the governing body of the the supported organization ? (ii) a family member of a person described in (i) above? (iii) a 35% controlled entity of a person described in (i) or (ii) above ? h Provide the following information about the supported organization(s) (iii)
) Type of organization

Yes 11g(i) 11g(ii) 11 g(g(iii)

No

I (n th e Is
organization in

(v)

(vi)

Name of
supported organization

ii)
EIN

(described on
lines 1- 9 above or IRC section

col ( i) listed in
your governing document? Yes No

Did ou notify the y organization in
col (i) of your support? Yes No

Is the organization in
col ( i) organized in the U S 7 Yes No

ii

Amount of
support?

(see
instructions))

Total
For Paperwork Red uchonAct Notice, seethe In structons for Form 990 Cat No 11285F Schedule A (Form 990 or 990 - EZ) 2009

Schedule A (Form 990 or 990-EZ) 2009

Page 2

Support Schedule for Organizations Described in IRC 170(b )( 1)(A)(iv) and 170 ( b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I.)

Section A . Public Suooort
Calendar year ( or fiscal year beginning

1

in) Gifts, grants, contributions, and
membership fees received (Do not

( a) 2005

( b) 2006

(c) 2007

( d) 2008

(e) 2009

(f) Total

8,495,070

9,066,905

15,501,771

10,084,183

7,734,907

50,882,836

include any "unusual
grants ")

2

3

Tax revenues levied for the organization ' 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
Total. Add lines 1 through 3 8,495,070 9,066,905 15,501,771 10,084,183 7,734,907 50,882,836

4

5

The portion of total contributions by each person ( other than a governmental unit or publicly supported organization ) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)
Public Support . Subtract line 5 from line 4

7,756,436

6

43,126,400

Section B. Total Su pp ort
Calendar year ( or fiscal year beginning in) 7 8 Amounts from line 4 Gross income from interest, ( a) 2005 8,495,070 (b) 2006 1,669,329 (c) 2007 15,501,771 ( d) 2008 10,084,183 ( e) 2009 7,734,907 (f) Total 50,882,836

dividends, payments received on
securities loans, rents , royalties 524,595 1,669,329 1,322,570 1,193,421 1,103,743 5,813,658

9

and income from similar sources Net income from unrelated business activities , whether or not the business is regularly carried on
Other income ( Explain in Part IV ) Do not include gain or loss

10

from the sale of capital assets
11 12 13 Total support (Add lines 7 through 10) Gross receipts from related activities, etc 56, 696, 494 (See instructions) 12 28,701,392

First Five Years If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,

check this box and stop here

Section C. Computation of Public Support Percentage
14 15 16a b 17a Public Support Percentage for 2009 (line 6 column (f) divided by line 11 column (f)) Public Support Percentage for 2008 Schedule A, Part II, line 14 15 I 76 070 % 62 240 %

33 1 / 3% support test - 2009 . If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box and stop here . The organization qualifies as a publicly supported organization 33 1 / 3% support test - 2008 . If the organization did not check the box on line 13 or 16a, and line 15 is 33 1/3% or more, check this box and stop here . The organization qualifies as a publicly supported organization F10 %-facts-and -circumstancestest-2009 . If the organization did not check a box on line 13, 16a, or 16b and line 14

is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here . Explain
in Part IV how the organization meets the "facts and circumstances" test The organization qualifies as a publicly supported organization lk^F10%-facts -and-circumstances test - 2008 . If the organization did not check a box on line 13, 16a, 16b, or 17a and line 15 is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here. Explain in Part IV how the organization meets the "facts and circumstances" test The organization qualifies as a publicly supported organization F-

b

18

Private Foundation If the organization did not check a box on line 13, 16a, 16b, 17a or 17b, check this box and see instructions

lk^F-

Schedule A (Form 990 or 990-EZ) 2009

Schedule A (Form 990 or 990-EZ) 2009 IMMOTM Support Schedule for Organizations Described in IRC 509(a)(2)

Page 3

(Complete only if you checked the box on line 9 of Part I.) Section A . Public Support
Calendar year (or fiscal year beginning

1

in) Gifts, grants, contributions, and membership fees received (Do not include any "unusual grants ")
Gross receipts from admissions,

(a) 2005

(b) 2006

(c) 2007

(d) 2008

(e) 2009

(f) Total

2

merchandise sold or services performed, or facilities furnished in any activity that is related to the
organization's tax-exempt purpose Gross receipts from activities that

3

are not an unrelated trade or
business under section 513

4

5

6 7a

Tax revenues levied for the organization'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 Total . Add lines 1 through 5 Amounts included on lines 1, 2, and 3 received from disqualified
persons

b

Amounts included on lines 2 and 3 received from other than disqualified persons that exceed
the greater of $5,000 or 1% of the

c
8

amount on line 13 for the year Add lines 7a and 7b
Public Support (Subtract line 7c

from line 6 ) Section B. Total Support Calendar year (or fiscal year beginning
in) 9 10a Amounts from line 6 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975

(a) 2005

(b) 2006

(c) 2007

(d) 2008

(e) 2009

(f) Total

b

c 11

Add lines 10a and 10b Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on
Other income Do not include gain or loss from the sale of capital assets (Explain in Part IV ) Total support (Add lines 9, 10c, 11 and 12 ) First Five Years If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization, check this box and stop here

12

13 14

lk^ F_

Section C. Com p utation of Public Su pp ort Percenta g e
15 16 Public Support Percentage for 2009 (line 8 column (f) divided by line 13 column (f)) Public support percentage from 2008 Schedule A, Part III, line 15 15 16

Section D . Com p utation of Investment Income Percenta g e 17 18 19a Investment income percentage for 2009 (line 10c column (f) divided by line 13 column (f)) Investment income percentage from 2008 Schedule A, Part III, line 17 17 18

b 20

33 1 / 3% support tests-2009 . 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 stop here . The organization qualifies as a publicly supported organizationF 33 1 / 3% support tests-2008 . 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 stop here . The organization qualifies as a publicly supported organization lk^F_ Private Foundation If the organization did not check a box on line 14, 19a or 19b, check this box and see instructions lk^F_ Schedule A (Form 990 or 990-EZ) 2009

Schedule A (Form 990 or 990-EZ) 2009 MOW^

Page 4

Supplemental Information . Supplemental Information. Complete this part to provide the explanation

required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Provide any other additional information. See instructions

Schedule A (Form 990 or 990-EZ) 2009

l efile GRAPHIC p rint - DO NOT PROCESS SCHEDULE D (Form 990)

As Filed Data -

DLN: 93493134029750 OMB No 1545-0047

Supplemental Financial Statements
- Complete if the organization answered " Yes," to Form 990, Part IV , line 6, 7, 8, 9, 10, 11, or 12. Attach to Form 990 . 1- See separate instructions. • '

2009
' '

Department of the Treasury Internal Revenue Service

Name of the organization CALVERT SOCIAL INVESTMENT FOUNDATION INC

Employer identification number

52-1591398 Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts . Complete if the or g anization answered "Yes" to Form 990 Part IV , line 6. (a) Donor advised funds (b) Funds and other accounts
1 2 3 4 5 Total number at end of year Aggregate contributions to (during year) Aggregate grants from (during year) Aggregate value at end of year 423 4,586,647 3,182,551 28,674,315 5 120,000 180,400 338,357

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? 6 Did the organization inform all grantees , donors, and donor advisors in writing that grant funds may be used only for charitable purposes and not for the benefit of the donor or donor advisor , or for any other purpose conferring impermissible private benefit

F Yes

1 No

F Yes

1 No

WNWConservation Easements . Complete if the organization answered "Yes" to Form 990, Part IV, line 7. 1 Purpose ( s) of conservation easements held by the organization ( check all that apply) 1 Preservation of land for public use ( e g , recreation or pleasure ) 1 Preservation of an historically importantly land area 1
1

Protection of natural habitat
Preservation of open space

1

Preservation of a certified historic structure

2

Complete lines 2a-2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year Held at the End of the Year a b c d Total number of conservation easements Total acreage restricted by conservation easements Number of conservation easements on a certified historic structure included in (a) N umber of conservation easements included in (c) acquired after 8/17/06 2a 2b 2c 2d

3

N umber of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the taxable year 0-

4 5

Number of states where property subject to conservation easement is located 0Does 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 0Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year -$

F Yes

1 No

6
7

8
9

Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)'' 1 Yes 1 No In Part XIV, 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

EMBEff Organizations Maintaining Collections of Art, Historical Treasures , or Other Similar Assets. ComDlete if the oraanization answered "Yes" to Form 990. Part IV. line 8.
la If the organization elected, as permitted under SFAS 116, 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 XIV, the text of the footnote to its financial statements that describes these items If the organization elected, as permitted under SFAS 116, 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
(i) Revenues included in Form 990, Part VIII, line 1 00 Assets included in Form 990, Part X 2 -$ -$

b

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 relating to these items a b Revenues included in Form 990, Part VIII, line 1 Assets included in Form 990, Part X Cat No 52283D Schedule D ( Form 990) 2009

0- $

For Privacy Act and Paperwork Reduction Act Notice , see the Intructions for Form 990

Schedule D (Form 990) 2009

Page 2

Organizations Maintaining Collections of Art , Historical Treasures, or Other Similar Assets (continued) 3 a b c
4

Using the organization's accession and other records, check any of the following that are a significant use of its collection items (check all that apply) d 1 Loan or exchange programs F_ Public exhibition 1 F Scholarly research Preservation for future generations e F Other

Provide a description of the organization's collections and explain how they further the organization's exempt purpose in Part XIV

5

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?

1 Yes

1 No

Escrow and Custodial Arrangements . Complete if the organization answered "Yes" to Form 990,

Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
la b Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X'' 1 Yes fl No

If "Yes," explain the arrangement in Part XIV and complete the following table

c

Beginning balance

d e f
2a b

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 XIV fl Yes l No

MrIMEndowment Funds . Com p lete If the or g anization answered "Yes" to Form 990, Part IV , line 10.
(a)Current Year la b c d e Beginning of year balance Contributions . (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back

Investment earnings or losses Grants or scholarships . .

Other expenditures for facilities and programs

f g 2 a b c 3a

Administrative expenses End of year balance .

Provide the estimated percentage of the year end balance held as Board designated or quasi-endowment 0Permanent endowment 0Term endowment 0% orga% posses% Are there endowment funds not in the sion of the nization that are held and administered for the
organization by (i) unrelated organizations (ii) related organizations b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . I . . . 3a(i) 3a(ii) 3b Yes No

If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R'' Describe in Part XIV the intended uses of the organization's endowment funds

4

1:M-4VJ@

Investments - Land . Buildinas . and Eauioment . See Form 990. Part X. line 10.
Description of investment (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value

la

Land

b Buildings c Leasehold improvements
d Equipment 505,761 274,500 231,261

e Other
Total . A dd lines 1 a-1 e (Column (d) should equal Form 990, Part X, column (B), line 10(c).) .

0
231,261 Schedule D (Form 990) 2009

Schedule D (Form 990) 2009 Investments-Other Securities . See Form 990 , Part X , line 12.
(a) Description of security or category (including name of security) (b)Book value (c) Method of valuation Cost or end-of-year market value

Page 3

Financial derivatives Closely-held equity interests Other

Total . (Column (b) should equal Form 990, Part X, col (B) line 12)

01 line 13

Investments - Pronram Related _ See Fnrm 990 Part X

(a) Description of investment type
certificates of deposit notes receivable mission plus placements cash pledged as collateral

( b) Book value
38,767,387 133,104,096 1,684,917 1,357,795

( c) Method of valuation Cost or end -of-year market value
F F F F

Total . (Column (b) should equal Form 990, Part X, col (8) line 13)

17 4,9 14,19 5

2. Fin 48 Footnote In Part XIV, 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 Schedule D (Form 990) 2009

Schedule D (Form 990) 2009

Page 4

Reconciliation of Chan g e in Net Assets from Form 990 to Financial Statements
1 2 3 4 Total revenue (Form 990, Part VIII, column (A), line 12) Total expenses (Form 990, Part IX, column (A), line 25) Excess or (deficit) for the year Subtract line 2 from line 1 Net unrealized gains (losses) on investments 1 2 3 4 17,478,178 15,844,609 1,633,569 1,516,385

5
6 7 8 9 10

Donated services and use of facilities
Investment expenses Prior period adjustments Other (Describe in Part XIV) Total adjustments (net) Add lines 4 - 8 Excess or (deficit) for the year per financial statements Combine lines 3 and 9

5
6 7 8 9 10 1,516,385 3,149,954

Reconciliation of Revenue p er Audited Financial Statements With Revenue p er Return
1 2 a b c d e 3 4 a b c 5 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 XIV) Add lines 2a through 2d Subtract line 2e from line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2a 2b 2c 2d . . . . . . . . . . . . . 2e 3 2,210,875 17,478,178 1,516,385 694,490 . 1 19,689,053

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 XIV) Add lines 4a and 4b . . . . . . . . . . . . . . . . . 4a 4b . . . . . . .

c
5

0
17,478,178

Total Revenue Add lines 3 and 4c. (This should equal Form 990, Part I, line 12

Reconciliation of Ex p enses p er Audited Financial Statements With Ex p ense s p er Return
1 Total expenses and losses per audited financial statements Amounts included on line 1 but not on Form 990, Part IX, line 25 a Donated services and use of facilities . 2a 694,490 16,539,099 1

2

b c
d e 3 4 a b c 5

Prior year adjustments Other losses . . . . . . . . . . . . . . .

2b 2c
2d . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2e 3 694,490 15,844,609

Other (Describe in Part XIV) Add lines 2a through 2d .

Subtract line 2e from line 1

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 XIV) Add lines 4a and 4b Total expenses . . . . . . . . . . . . . . . . 4a 4b . . . . . . .

c
5

0
15,844,609

Add lines 3 and 4c. (This should equal Form 990, Part I, line 18

Su pp lemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9, Part III, lines la and 4, Part IV, lines lb and 2b, Part V, line 4, Part X, Part XI, line 8, Part XII, lines 2d and 4b, and Part XIII, lines 2d and 4b Also complete this part to provide any additional information Identifier Return Reference Description of Uncertain Tax Positions Under FIN 48 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, 2009 Schedule D (Form 990) 2009

Part X

Additional Data

Software ID: Software Version: EIN: Name : 52 -1591398 CALVERT SOCIAL INVESTMENT FOUNDATION INC

Form 990 , Schedule D, Part X, - Other Liabilities
1 (a) Description of Liability (b) Amount 186,239,684 200,000 3,500,000 1,000,000 10,000 3,000,000 1,000,000 450,000 333,332 500,000 750,000 500,000 150,000 500,000 100,000 1,000,000 65,000

CCI Notes payable Loan Payable to Acacia Mutual Life Insurance Company Loan Payable to M acA rthur Foundation Loan Payable to Community Development Financial Institution Fund Loan Payable to bank ofamerica Loan Payable to Washington Mutual Bank, FA Refundable grant to Open Society Institute Loan Payable to the Rockefeller Foundation Loan Payable to the Stephen Case Foundation Loan Payable to North West Area Foundation Loan Payable to the Ford Foundation Loan Payable to the FB Heron Foundation Loan Payable to Charles MacMartin Loan Payable to san francisco foundation loan Payable to lemelson foundation loan payable to calvert administration services loan payable to bildner program

Refundable grant to ford foundation

500,000

l efile GRAPHIC p rint - DO NOT PROCESS
SCHEDULE F (Form 990)
Department of the Treasury Internal Revenue Service

As Filed Data -

DLN: 93493134029750
O M B No 1545-0047

Statement of Activities Outside the United States
s Complete if the organization answered " Yes" to Form 990, Part IV, line 14b, 15, or 16. s Attach to Form 990 . ^ See separate instructions.

^009
L

Open to Public Inspect ion

Name ortne organization CALVERT SOCIAL INVESTMENT FOUNDATION INC

Employer identification number
52-1591398

General Information on Activities Outside the United States . Complete if the organization answered "Yes" to Form 990, Part IV, line 14b. 1 For grantmakers . 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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . F
Forgrantmakers . Describe in Part IV the organization's procedures for monitoring the use of grant funds outside the United States Activites per Region (Use Schedule F-1 (Form 990) if additional space is needed )

Yes

fl

No

2

3

(a) Region

(b) Number of
offices in the region

(d) Activities conducted in region (by type) (i e , fundraising, program services, employees or agents in region grants to recipients located in the region)

(c) Number of

(

If activity listed in d ) ( ) is a program service, describe specific type of service(s) in region

a

(f) Total expenditures
for region

europe

due-diligence

114,511

Totals .

s

0

0 Cat N o 50082W

114,511 Schedule F (Form 990) 2009

For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990 .

Schedule F (Form 990) 2009

Page 2

Grants and Other Assistance to Organizations or Entities Outside the United States . Complete if the organization answered "Yes" to Form 990, Part IV, line 15, for any recipient who received more than $5,000. Check this box if no one recipient received more than $5,000 . . . . . . . . ^ F Use Schedule F-1 (Form 990) if additional space is needed.
1 (a) Name of organization (b) IRS code section and EIN (if applicable) (c) Region (d) Purpose of grant (e) Amount of cash grant (f) Manner of cash disbursement (g) Amount of of non-cash assistance (h) Description of non-cash assistance (i) Method of valuation (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 .
11111.

Schedule F (Form 990) 2009

Schedule F (Form 990) 2009

Page 3

Grants and Other Assistance to Individuals Outside the United States . Complete if the organization answered "Yes" to Form 990, Part IV, line 16. Use Schedule F-1 (Form 990) if additional space is needed. (a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of cash grant (e) Manner of cash disbursement (f) Amount of non-cash assistance (g) Description of non-cash assistance (h) Method of valuation (book, FMV, appraisal, other)

Schedule F (Form 990) 2009

Schedule F (Form 990) 2009 Supplemental Information Com p lete this p art to p rovide the information re q uired in Part I , line 2 , and an y additional information. Identifier ReturnReference Explanation
Procedure for Monitoring Grants Outside the U S

Page 4

Schedule F, Part I, Line 2 All international grantmaking is done through the donor-advised fund program For international grant recommendations Calvert Foundation contracts with Global Giving (itself a 501(c)(3) public charity) to ensure that all equivalency determination requirements are met and current For a fee, they conduct the due diligence necessary (including a review of annual reports, audited financials, current and past program budgets, program descriptions and materials and a list of references) to ensure that the recipient is a 50 1(c)(3) equivalent organization and that all our international grants are being used for their intended charitable ourooses

Schedule F (Form 990) 2009

efile GRAPHIC print - DO NOT PROCESS

I As Filed Data - I

DLN: 93493134029750
OMB No 1545-0047

Schedule I

(Form 990)

Grants and Other Assistance to Organizations, Governments and Individuals in the United States

2009

Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22. Department of the Treasury 1111 Attach to Form 990 Internal Revenue Service Name of the organization CALVERT SOCIAL INVESTMENT FOUNDATION INC

Employer identification number 52-1591398

iU
1
2

General Information on Grants and Assistance
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . F Yes

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

1 No

Grants and Other Assistance to Governments and Organizations 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 . Check this box if no one recipient received more than $ 5,000. Use Part IV and Schedule I -1 (Form 990) if additional space is needed . . . . . . . . . . . . . . . . . . . . . . . .
(a) Name and address of organization or government ( b) EIN (c) IRC Code section if applicable ( d) Amount of cash grant ( e) Amount of non cash assistance ( f) Method of valuation (book, FMV,
appraisal,

.

F

( g) Description of non-cash assistance

(h) Purpose of grant or assistance

other)

See Additional Data Table

2 3

Enter total number of section 501(c)(3) and government organizations . Enter total number of other organizations . . . . . . . . . .

. .

. .

. .

. .

. .

. .

. .

. .

. .

. .

. .

. .

. .

. .

. .

. .

. .

. .

. .

. .

. .

. .

.

. .

. ^

169

For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990 .

Cat No 50055P

Schedule I (Form 990) 2009

Schedule I (Form 990) 2009 Grants and Other Assistance to Individuals in the United States . Complete if the organization answered "Yes" to Form 990, Part IV, line 22.

Page 2

Use Schedule I-1 (Form 990) if additional space is needed.
(a)Type of grant or assistance (b)N umber of recipients (c)A mount of cash grant (d)A mount of non-cash assistance (e)Method of valuation (book,
FMV, appraisal, other)

(f)Description of non-cash assistance

Funding grant to support feasibility study on low cost diabetic eye screening

1

25,000

camera Evaluate social impact philanthropic
investment options 1 20,000

See Additional Data Table

n Identifier

Supplemental Information . Complete this part to provide the information required in Part I, line 2, and any other additional information. Return Reference
Part I, Line 2

Explanation
Schedule I, Part I, Line 2 Domestic grantmaking done through the donor advised fund program service is limited to charitable organizations that are tax-exempt under IRS Code Section 501(c)(3) and are public charities under Code Section 509(a) Due diligence is performed prior to any grant distribution to verify the eligibility status of the recipient organization As needed, expenditure responsibility is exercised to ensure that grants are being used for intended charitable purposes For grantmaking outside of the donor advised fund program, organizations seeking funds for rural development submit proposals one year in advance and those are aDDroved by the investment committee and a budaet for the Drolect is established

Procedure for Monitoring Grants in the U S

Schedule I (Form 990) 2009

Additional Data

Return to Form

Software ID: Software Version: EIN: Name : 52 -1591398 CALVERT SOCIAL INVESTMENT FOUNDATION INC

Form 990,Schedule I, Part II, Grants and Other Assistance to Governments and Organizations in the United States
(a) Name and address of organization
or government

(b) EIN

(c) IRC Code section if applicable

(d) Amount of cash grant

(e) Amount of noncash
assistance

(f) Method of valuation
(book, FMV, appraisal,

(g) Description of non-cash assistance

(h) Purpose of grant or assistance

other)
21st Century Foundation132 W 112th St Lower Level 1 NewYork,NY 10026 American Civil Liberties Union Foundation Inc125 Broad St 18th Fl NewYork,NY 10004 American Jewish World Service Inc45 W 36th St 10th Fl NewYork,NY 10018 Anacostia Community Outreach Center2443 Angier Place SE Washington, DC 20020 13-3363860 501(c)(3) 25,000 13-6213516 501(c)(3) 10,600 General Support General Support

22-2584370

501(c)(3) 21,360

General Support

52-1729564

501(c)(3) 43,000

Additional contribution to Transition Management Account, including Executive Director salary For Awake and Sing

aurora theatre company2081 addison street berkeley, CA 94704 Black Mesa Water Coalition PO Box 613 Flagstaff,AZ 86002 Breast Cancer Research Foundation60 E 56th st 8th

94-3168663

501(c)(3) 5,000

68-0535413

501(c)(3) 5,500

Black Mesa No Coal Project

13-3727250

501(c)(3) 11,000

General Support

floor
new York, NY 10022 47-0910948 501(c)(3) 20,300 51-0376237 501(c)(3) 11,750 52-1760808 501(c)(3) 125,000 General Support General Support General Support Calvary Bible Church1757 Houret Court Milpitas,CA 95035 Central Asia InstitutePO Box 7209 Bozeman, MT 59771 Circle Foundation7409 Fairfax Road Bethesda, MD 20814

Form 990.Schedule I. Part II. Grants and Other Assistance to Governments and Organizations in the United States
(a) Name and address of organization
or government

(b) EIN

(c) IRC Code section if applicable

(d) Amount of cash grant

(e) Amount of noncash
assistance

(f) Method of valuation
(book, FMV, appraisal,

(g) Description of non-cash assistance

(h) Purpose of grant or assistance

other)
Compassion And Choices 4100 E Mississippi Ave Glendale, CO 80246 Connecticut Food Bank Inc PO Box 8686 NewHaven,CT 06531 Conservation AlliancePO Box 1275 Bend,OR 97709 Creating Economic Opportunities for Women405 14th St Suite 712 Oakland,CA 94612 Doctors Without BordersPO Box 5030 Hagerstown,MD 21741 EARS-Effective Alternative Reconciliation Services3319 84-1328829 501(c)(3) 5,000 06-1063025 501(c)(3) 11,000 94-3100867 501(c)(3) 7,500 55-0836010 501(c)(3) 20,000 The Conservation Alliances Legacy Fund General Support General Support

General Support

13-3433452

501(c)(3) 9,300

General Support

13-3514684

501(c)(3) 40,000

Teen Trainers Institute

Rochambeau Ave
Bronx, NY 10467 94-2220113 501(c)(3) 10,000 86-0929483 501(c)(3) 9,600 General Support and monthly rent General Support East Bay Church of Religious Science4130 Telegraph Ave Oakland,CA 94609 Flagstaff Center for Compassionate Communication1621 N West Street Flagstaff,AZ 86004 Fulaa Lifeline INternational 3901 Gallows Rd Annandale, VA 22003

54-1996160

501(c)(3) 74,000

Administrative expenses in the US and operating

expenses at the childrens house in Sudan
Fund for Public Schools52 Chambers St Room 305 New York, NY 10007 11-2656137 501(c)(3) 20,000 Vanguard High school and the band program at P 5 29

Form 990.Schedule I. Part II. Grants and Other Assistance to Governments and Organizations in the United States
(a) Name and address of organization
or government

(b) EIN

(c) IRC Code section if applicable

(d) Amount of cash grant

(e) Amount of noncash
assistance

(f) Method of valuation
(book, FMV, appraisal,

(g) Description of non-cash assistance

(h) Purpose of grant or assistance

other)
Georgia Forestwatch Inc15 Tower Road Ellijay, GA 30540 Gilda's Club Seattle1400 Broadway Seattle, WA 98122 Global Greengrants Fund 2840 Wilderness Place Suite A Boulder,CO 80301 Grace United Methodist Church555 Russell Avenue wYCKOFF,NJ 07446 House of Ruth5 Thomas Circle NW Washington, DC 20005 Houston Food Bank3811 Eastex Freeway Houston,TX 77026 International Rescue Committee Inc122 E 42nd St 12 NewYork,NY 10168 Intervarsity Christian Fellowship USA6400 Schroeder Road PO Box 7895 Madison,WI 53707 Ithaca Monthly Meeting Religious society of Friends 52 Gray Road Ithaca, NY 14850 Jazz School2087 Addison Street Berkeley, CA 94704 58-2188475 50 1(c)(3) 10,000 91-1742315 501(c)(3) 20,000 84-1612422 501(c)(3) 25,000 General Support General Support General Support

22-6033193

501(c)(3) 8,150

General Support, Unified Budget and Renewal of Grace vegan food purchase

52-1054102

501(c)(3) 11,000

74-2181456

501(c)(3) 6,000

General Support

13-5660870

501(c)(3) 27,050

general Support

36-2171714

501(c)(3) 5,250

InterVarsity Global Project to the Central African Republic for Lily Huang

56-2466067

501(c)(3) 9 , 250

General Support and NYYM scholarship fund

43-1983168

501(c)(3) 26,000

General Support

Form 990.Schedule I. Part II. Grants and Other Assistance to Governments and Organizations in the United States
(a) Name and address of organization
or government

(b) EIN

(c) IRC Code section if applicable

(d) Amount of cash grant

(e) Amount of noncash
assistance

(f) Method of valuation
(book, FMV, appraisal,

(g) Description of non-cash assistance

(h) Purpose of grant or assistance

other)
Johns Creek United methodist Church11180 36-2167731 501(c)(3) 7,800 General Support

Medlock Bridge Road
Duluth, GA 30097 27-0051467 501(c)(3) 10,000 Stop Domestic Terror campaign to promote racial equity and Justice Through Music8100 Beech Tree Road Bethesda, MD 20817

meaningful democratic
process and policy in our country Maine Farmland Trust97 Main Street Belfast, ME 04915 Mary Queen ofPeace1121 228th Ave SE Sammamish,WA 98075 Mercy Corps303O SW First Ave Portland, O R 97201 My Sisters PlacePO Box 29596 Washington, DC 20017 Natural Resources Defense CouncilPO Box 1830 Merrifield,VA 22116 Neighbor to Neighbor Massachusetts8 Beacon St 4th Floor Boston, MA 02108 Neskaya IncPO Box 634 Franconia, NH 03580 New Israel Fund1101 14th Street NW 6th Floor Washington, DC 20005 01-0528014 501(c)(3) 100,400 91-1581183 501(c)(3) 10,000 91-1148123 501(c)(3) 11,300 52-1263256 501(c)(3) 5,500 13-2654926 501(c)(3) 11,750 04-3507716 501(c)(3) 13,000 General Support and Coastal Preservation General Support Annual stewardship donation General Support

General Support

General Support and the Student Immigration Movement General Support

74-3043760

501(c)(3) 28,400

94-2607722

501(c)(3) 5,625

General Suppot, BTselem and Hotline for Migrant Workers

Form 990.Schedule I. Part II. Grants and Other Assistance to Governments and Organizations in the United States
(a) Name and address of organization
or government

(b) EIN

(c) IRC Code section if applicable

(d) Amount of cash grant

(e) Amount of noncash
assistance

(f) Method of valuation
(book, FMV, appraisal,

(g) Description of non-cash assistance

(h) Purpose of grant or assistance

other)
newton community service center492 waltham street newton, MA 02465 Newton Schools Foundation 100 Walnut Street Newton, MA 02460 Oak Grove Montessori School132 Pleasant Valley 04-2232418 50 1(c)(3) 8,250 23-7065010 501(c)(3) 10,000 06-1045034 501(c)(3) 11,000 Child Assault Prevention Program General Support

General Support

Road
Mansfield,CT 06259 41-1908341 501(c)(3) 30,750 General Support Organic Consumers Association6771 South

Silver Hill Drive
Finland, MN 55603 23-7069110 501(c)(3) 10,525 04-2433182 501(c)(3) 5,000 33-0294311 501(c)(3) 12,000 22-3087622 501(c)(3) 12,500 52-2042014 501(c)(3) 25,000 87-0495235 501(c)(3) 11,800 General Support General Support General Support General Support General Support General Support OXfam-America Inc226 Causeway St 5th Floor Boston, MA 02114 Resist Inc259 Elm Street Somerville, MA 02144 Riverside Land Conservancy 4075 Mission Inn Avenue Riverside, CA 92501 Romanian Childrens Reliefll Latisquama Road Southborough, MA 01772 Rugmark Foundation2001 5 Street NW SUite 430 Washington, DC 20009 Seacology1623 Solano Ave Berkeley, CA 94707

Form 990.Schedule I. Part II. Grants and Other Assistance to Governments and Organizations in the United States
(a) Name and address of organization
or government

(b) EIN

(c) IRC Code section if applicable

(d) Amount of cash grant

(e) Amount of noncash
assistance

(f) Method of valuation
(book, FMV, appraisal,

(g) Description of non-cash assistance

(h) Purpose of grant or assistance

other)
Service of the Emergency Aid Resource Center for the Homeless (SEARCH)2505 Fannin St Houston,TX 77002 St Francis ofAssissi Church 1114 Third St SE Rochester, MN 55904 St Stephen and the Incarnation1525 Newton Street NW Washington, DC 20010 St Mary of the Angels Catholic Church377 Walnut Avenue Roxbury, MA 02119 St William Catholic Church 1226 W Oak Street Louisville, KY 40210 the Conservation Fund1655 North Fort Myer Drive Suite 1300 Arlington,VA 22209 The Nature Conservancy 1313 W Peachtree St Suite 410 Atlanta, GA 30076 The Sierra Club Foundation 85 Second St Suite 750 San Francisco, CA 94105 The Tides FoundationPO Box 29903 San Francisco, CA 94129 The Womens Foundation of California340 Pine St 302 San Francisco, CA 94104 76-0260403 501(c)(3) 5,000 General Support

53-0196617

501(c)(3) 14,400

2009 weekly contributions

53-0220713

501(c)(3) 7,000

General Support

04-3071454

501(c)(3) 7,600

General Support

61-0447247

501(c)(3) 9,500

General Support

52-1388917

501(c)(3) 10,000

conservation efforts in the Southeastern USA

53-0242652

501(c)(3) 7,250

General Support

94-6069890

501(c)(3) 27 , 250

Georgia Chapter of the Sierra Club

51-0198509

501(c)(3) 75,300

General Support

94-2752421

501(c)(3) 11,000

Men for Women and Girls Campaign

Form 990.Schedule I. Part II. Grants and Other Assistance to Governments and Organizations in the United States
(a) Name and address of organization
or government

(b) EIN

(c) IRC Code section if applicable

(d) Amount of cash grant

(e) Amount of noncash
assistance

(f) Method of valuation
(book, FMV, appraisal,

(g) Description of non-cash assistance

(h) Purpose of grant or assistance

other)
Tides CenterPO Box 29907 Bldg 1014 San Francisco, CA 94129 True Nature Society35070 Highway 33 Cuyama,CA 93252 future chefs - TSNE89 South Street Suite 700 Boston, MA 02111 Unitarian Universalist Church of Berkeleyl Lawson Road Kensington, CA 94707 Unity School of Christianity 1901 NW Blue Parkway Less Summit, MO 64065 University of DelawareCollege of MarineEarth StudiesJack Gallagher 700 94-3213100 501(c)(3) 25,000 38-3692928 501(c)(3) 16,667 04-2261109 501(c)(3) 15,000 94-1279813 501(c)(3) 5,379 44-0546000 501(c)(3) 6,000 51-6000297 501(c)(3) 20,000 development of Seashore Mallow as an oil crop General Support General Support Quail Springs Learning Oasis general support

General Support

Pilottown Road
Lewes, DE 19958 94-3079432 501(c)(3) 5,000 Computer Science and Engineering Annual Fund University of Washington Dept of Mechanical Engineeringbox 352600 Seattle, WA 98195 Upper Chattahoochee Riverkeeper3 Puritan Mill 916 Joseph Lowery

58-2095413

501(c)(3) 20,000

General Support

Blvd
Atlanta, GA 30318 03-0312346 501(c)(3) 41,000 03-0352863 501(c)(3) 10,000 Tuition Assistance Fund Upper Valley Waldorf School 80 Bluss Road PO Box 709 Quechee,VT 05059 Village Harmony5748 Hollister Road Marshfield,VT 05658

General Support

Form 990.Schedule I. Part II. Grants and Other Assistance to Governments and Organizations in the United States
(a) Name and address of organization
or government

(b) EIN

(c) IRC Code section if applicable

(d) Amount of cash grant

(e) Amount of noncash
assistance

(f) Method of valuation
(book, FMV, appraisal,

(g) Description of non-cash assistance

(h) Purpose of grant or assistance

other)
World Vision International 34834 Weyerhauser Way S Federal Way, WA 98063 Young LifePO Box 520 Colorado Springs, CO 80901 95-1922279 501(c)(3) 5,420 84-0385934 501(c)(3) 5,250 77-0467495 501(c)(3) 10,000 77-0566055 501(c)(3) 25,000 Strengthening rural asset-based economies and economic strategies Strengthening rural asset-based economies and economic strategies to encourage and support small and micro-businesses as an alternative or for the ministry in Cambridge, General Support

Massachusetts
Youth for Environmental Sanity420 Bronco Road Soquel,CA 95073 Agricultue & Land TENURE c/o Brett Malone PO Box 6264 Salinas, CA 93912 Community Investment Network2205 Up Above Lane Raleigh, NC 27614 General Support

58-2085326

501(c)(3) 15,000

El Pajaro Community Development Corporation23 East Beach Street 209 Watsonville, CA 95076

94-2656048

501(c)(3) 136,526

adjunct to seasonal farm work
Indian Land Tenure Foundationl5l East County Rd B2 Little Canada, MN 55417 Marketumbrellaorg200 Broadway Ste 107 New O rleans, LA 70118 41-2014273 501(c)(3) 206,764 Strengthening rural asset-based economies and economic strategies to increase access to markets and opportunities for urban

26-2477706

501(c)(3) 42,500

and rural farmers throughout the Gulf Coast and Mid South
Regions Mississsippi Association of CooperativesAttn Katrina Mclin 233 E Hamilton 64-0516373 501(c)(3) 92 , 250 to increase access to markets and opportunities for urban

St
Jackson, MS 39202

and rural farmers
throughout the Gulf

Coast and Mid South
Regions Calvert Social Investment Foundation7315 Wisconsin Ave Suite 1100W Bethesda, MD 20814 52-1591398 501(c)(3) 54,302 General Support from donor advised funds

Form 990.Schedule I. Part II. Grants and Other Assistance to Governments and Organizations in the United States
(a) Name and address of organization
or government

(b) EIN

(c) IRC Code section if applicable

(d) Amount of cash grant

(e) Amount of noncash
assistance

(f) Method of valuation
(book, FMV, appraisal,

(g) Description of non-cash assistance

(h) Purpose of grant or assistance

other)
a wider circle9159-C Brookville Road Silver Spring, M D 20910 add verb productionsPO Box 3853 portland, M E 04104 adoption and foster care mentoring727 Atlantic Avenue 3rd Floor boston,MA 02111 african musical arts3547 Olive Street Suite 110 st louis, MO 63103 americans for peace now 1101 14th St N W 6th fl washington, DC 20005 amnesty international usa5 Penn Plaza new york, NY 10001 annapolis area ministiries to light houseP 0 Box 6149 206 West Street annapolis,MD 21401 baileys pta - helping hands Baileys Elementary School 6111 52-2345144 501(c)(3) 5,000 61-1459756 501(c)(3) 25,000 04-3575764 501(c)(3) 40,015 General Support General Support General Support

43-1706418

501(c)(3) 25,000

General Support

13-3509867

501(c)(3) 7,000

settlement freeze

52-0851555

501(c)(3) 5,750

General Support

52-1671388

501(c)(3) 5,000

General Support

54-1812639

501(c)(3) 5,000

emergency fund

Knollwood Dr
falls church,VA 22041 51-0252177 501(c)(3) 5,000 General Support bethany house of northern virginia6121 Lincolnia Road 303 alexandria,VA 22312 black mesa trustPO Box 33 Kykotsmovi,AZ 86039

86-0985865

501(c)(3) 6,000

Black Mesa Project and Educational Campaign

Form 990.Schedule I. Part II. Grants and Other Assistance to Governments and Organizations in the United States
(a) Name and address of organization
or government

(b) EIN

(c) IRC Code section if applicable

(d) Amount of cash grant

(e) Amount of noncash
assistance

(f) Method of valuation
(book, FMV, appraisal,

(g) Description of non-cash assistance

(h) Purpose of grant or assistance

other)
botanical dimensionsPO Box 807 occidental, CA 95465 center for community change 1536 U Street NW washington, DC 20009 christians in the visual arts 255 Grapevine Road wenham,MA 01984 city year chicago36 South Wabash Suite 1500 chicago, IL 60603 community initiatives354 Pine St 700 san francisco, CA 94104 community united church of christ2650 Table Mesa Dr boulder, CO 80305 cornerstone theater company 708 Traction Avenue los Angeles, CA 90013 dartmouth collegeOffice of Gift Recording 6066 Development Office hanover,NH 03755 depaul usa5725 Sprauge Street philadelphia, PA 19138 destiny arts center1000 42nd St oakland, CA 94608 68-0070989 501(c)(3) 7,500 52-0888113 501(c)(3) 50,000 38-2391068 501(c)(3) 5,000 22-2882549 501(c)(3) 5,000 94-3255070 501(c)(3) 10,000 34-1927041 501(c)(3) 5,000 95-4493498 501(c)(3) 5,000 02-0222111 501(c)(3) 5,466 Swett Family Scholarship Fund General Support General operations for Intertribal Friendship House for discretionary fund for the work of Cam Anderson General Support General Support

general support

35-2338110

501(c)(3) 5,000

general support

94-3176726

501(c)(3) 10,000

general support

Form 990.Schedule I. Part II. Grants and Other Assistance to Governments and Organizations in the United States
(a) Name and address of organization
or government

(b) EIN

(c) IRC Code section if applicable

(d) Amount of cash grant

(e) Amount of noncash
assistance

(f) Method of valuation
(book, FMV, appraisal,

(g) Description of non-cash assistance

(h) Purpose of grant or assistance

other)
dine citizens against ruining our environmentl0 A Town Plaza PMB 138 durango,CO 81301 doorways for women and familiesPO Box 100185 arlington,VA 22210 east side arts alliancePO Box 17008 oakland, CA 94601 elsie k powell house inc524 Pitt Hall Road Old Chatham,NY 12136 energy vision138 E 13th Street new york, NY 10003 fjc520 8th Ave 20th Floor new york, NY 10018 foundation chapter of theta chi fraternity inc3330 86-0670809 501(c)(3) 5,000 support of the Renewable Energy Alternatives project operations general support 20,000 74-3073621 501(c)(3) 10,000 14-1467967 501(c)(3) 6,250 20-8031944 501(c)(3) 10,000 13-3848582 501(c)(3) 15,250 21-4014559 50 1(c)(3) 5,000 In lieu of bequest from Kevin Mack General Support General Support General Support General Support

54-1087829

501(c)(3)

Founders Rd
indianapolis,IN 46268 36-2167731 501(c)(3) 8,000 56-1241130 501(c)(3) 5,200 52-2328568 501(c)(3) 5,000 General Support General Support General Support foundry united methodist church1500 16th Street NW washington, DC 20036 front street baptist church 1403 West Front Street statesville, NC 28677 future of music coalition1615 L St NW Suite 520 washington, DC 20036

Form 990.Schedule I. Part II. Grants and Other Assistance to Governments and Organizations in the United States
(a) Name and address of organization
or government

(b) EIN

(c) IRC Code section if applicable

(d) Amount of cash grant

(e) Amount of noncash
assistance

(f) Method of valuation
(book, FMV, appraisal,

(g) Description of non-cash assistance

(h) Purpose of grant or assistance

other)
gasoline alley foundation250 Albany St springfield, MA 01105 generational alliance1730 M Street NW Suite 801 washington, DC 20036 04-3497449 501(c)(3) 20,000 20-1037643 501(c)(3) 10,000 strengthen youth and student engagement in progressive General Support

collaborations for political, social and cultural benefit
grace cathedral1100 California Street san Francisco, CA 94108 grameen foundation usa50 F St NW 8th Floor washington, DC 20001 green america1612 K Street NW Suite 600 washington, DC 20006 green for a111611 Telegraph Avenue Suite 600 oakland, CA 94612 growing hopePO Box 980129 Ypsilanti, MI 48198 heifer project internationalPO Box 8058 little rock,AR 72203 hope church17087 TTT Rd eden valley, MN 55329 immigrant legal advocacy projectPO Box 17917 portland, M E 04112 94-1156846 501(c)(3) 5,200 73-1502797 501(c)(3) 5,000 52-1660746 501(c)(3) 6,800 26-1140201 501(c)(3) 50,000 74-3091845 501(c)(3) 5,000 35-1019477 501(c)(3) 5,500 61-1290713 501(c)(3) 5,000 22-3260883 501(c)(3) 75,000 the Camp Ojibway Ministry General Support General Support end-of-year campaign general support general support china program General Support

Form 990.Schedule I. Part II. Grants and Other Assistance to Governments and Organizations in the United States
(a) Name and address of organization
or government

(b) EIN

(c) IRC Code section if applicable

(d) Amount of cash grant

(e) Amount of noncash
assistance

(f) Method of valuation
(book, FMV, appraisal,

(g) Description of non-cash assistance

(h) Purpose of grant or assistance

other)
inspired legacies2525 Robinhood St Suite 100 houston,TX 77005 institute for public accuracy 65 Ninth St Ste 3 san Francisco, CA 94103 international forum on globalization inc1009 General Kennedy Ave Ste 2 san Francisco, CA 94129 justice alliance education fund649 Strander Boulevard Suite B Tukwila, WA 98188 kiva microfunds3180 18th Street Suite 201 san Francisco, CA 94110 94-3120260 501(c)(3) 10,000 94-3281861 501(c)(3) 10,000 94-3262147 501(c)(3) 30,000 General Support General Support General Support

91-1499816

501(c)(3) 5,000

For the Sound Alliance work

71-0992446

501(c)(3) 10,000

To add to permanent endowment to kiva org for targeted

micro lending
library ofamerican landscape history inc205 E Pleasant Street amherst,MA 01002 living traditions207 W 25th Street 4th floor new york, NY 10001 louisiana disaster recovery foundation200 Broadway Street Suite 107 new orleans, LA 70118 22-3222087 501(c)(3) 11,000 Steele Book Project

11-3193909

501(c)(3) 6,000

General Support

20-3399944

501(c)(3) 150,000

To increase access to markets and opportunities for urban and rural farmers

throughout the Gulf Coast and Mid South
regions luther place memorial church 1226 Vermont Ave NW washington, DC 20005 lyman allyn museum625 Williams St new london, CT 06320 53-0222329 501(c)(3) 5,000 06-0888653 501(c)(3) 13,000 For the 9/11 Memorial Garden General Support

Form 990.Schedule I. Part II. Grants and Other Assistance to Governments and Organizations in the United States
(a) Name and address of organization
or government

(b) EIN

(c) IRC Code section if applicable

(d) Amount of cash grant

(e) Amount of noncash
assistance

(f) Method of valuation
(book, FMV, appraisal,

(g) Description of non-cash assistance

(h) Purpose of grant or assistance

other)
maine citizens for clean electionsPO Box 18187 portland, M E 04112 massachusetts global action 33 Harrison Ave 5th Floor boston,MA 02111 nadar por vida6718 Capstan Drive Annandale,VA 22003 national center for lesbian rights870 Market Street Suite 370 san Francisco, CA 94102 natural capitalism solutions PO Box 398 eldorado springs, CO 80025 north star fund520 Eighth Avenue new york, NY 10018 northwest area foundation60 Plato Boulevard East Suite 400 st paul,MN 55107 mark making302 Noll Street chattanooga,TN 37405 pearl churchPO BOX 3202 portland, O R 97208 photo alliance616 KEY BLVD richmond,CA 94805 04-3386477 501(c)(3) 11,000 04-3454414 501(c)(3) 8,000 51-0609957 501(c)(3) 5,000 94-3086885 501(c)(3) 5,000 General Support General Support General Support General Support

14-1901877

501(c)(3) 5,000

General Support

13-2950801

501(c)(3) 10,000

General operating

41-0719221

501(c)(3) 12,553

Strengthening rural asset-based economies and economic strategies General Support

26-2959326

501(c)(3) 12,500

93-1307755

501(c)(3) 11,200

General Support

01-0680539

501(c)(3) 5,550

Annual Donation + $50 for Lindas book

Form 990.Schedule I. Part II. Grants and Other Assistance to Governments and Organizations in the United States
(a) Name and address of organization
or government

(b) EIN

(c) IRC Code section if applicable

(d) Amount of cash grant

(e) Amount of noncash
assistance

(f) Method of valuation
(book, FMV, appraisal,

(g) Description of non-cash assistance

(h) Purpose of grant or assistance

other)
project on civic reflection Valparaiso University 1401 Linwood Avenue Valparaiso, IN 46383 providence christian reformed church7730 Eastern SE grand rapids, MI 49508 rare1840 Wilson Blvd Ste 204 arlington,VA 22201 rising tide school512 Central Street NE olympia,WA 98506 safe motherhood at ucsf foundation2356 Sutter Street UCSF Box 1694 san Francisco, CA 94143 san Juan preservation trustPo Box 327 lopez island, WA 98261 solar electric light fund1612 K St NW Suite 402 washington, DC 20006 technoserve148 East Ave STE 3H norwalk,CT 06851 the brecht forum inc451 West Street new york, NY 10014 the brown annual fundGifts Cashier Box 1877 providence, RI 02912 35-0868125 501(c)(3) 5,000 To support the publication of Talking Giving

38-2205276

501(c)(3) 5,500

General Support

23-7380563

501(c)(3) 10,000

General Support

26-3781751

501(c)(3) 5,000

General Support

94-2829914

501(c)(3) 5,000

General Support

91-1078355

50 1(c)(3) 7,500

General Support

52-1701564

501(c)(3) 10,000

Mulindi Project

13-2626135

501(c)(3) 30,000

General Support

13-3219381

501(c)(3) 5,000

General Support

05-0258809

501(c)(3) 6,000

General Support

Form 990.Schedule I. Part II. Grants and Other Assistance to Governments and Organizations in the United States
(a) Name and address of organization
or government

(b) EIN

(c) IRC Code section if applicable

(d) Amount of cash grant

(e) Amount of noncash
assistance

(f) Method of valuation
(book, FMV, appraisal,

(g) Description of non-cash assistance

(h) Purpose of grant or assistance

other)
the collaboration for early 30-0132292 501(c)(3) General Support

childhood care and education
320 Lake Street oak park, IL 60302 the institute of harmonic science730 E Rowlands Ln phoenix,AZ 85022 the kennebec land trustPO Box 261 134 Maine Street winthrop,ME 04364 59-2965131 501(c)(3)

15,000

General Support 5,000

01-0440729

501(c)(3) 5,000

This donation is for the Echo Lake Watershed Preserve Phase III

purchase
the learning for living institute 1030 13th Street Suite 305 boulder, CO 80302 the park school171 Goddard Ave brookline, MA 02445 the rectory school528 Pomfret St pomfret,CT 06258 threshold foundationPO Box 29903 san Francisco, CA 94129 84-1495904 501(c)(3) 100,000 04-2104824 501(c)(3) 6,000 06-0646805 501(c)(3) 5,000 13-3028214 501(c)(3) 50,000 2009-2010 Annual Fund General Support General Support

designate this gift to the threshold pool, to be equally divided

between sustainability and democracy
committee grants ucsc foundationUCSC 1156 High St santa Cruz, CA 95064 23-7394590 501(c)(3) 5,000 this grant should be designated towards the Apprentice Housing Project General Support 5,000 54-2084125 501(c)(3) 78 , 723 This grant is made to Professor M Lee Badgett in the Center

united way of king county107 Cherry St seattle,WA 98104 university of massachusetts amherstRecords and Gifts Processing 134

91-0565555

501(c)(3)

Hicks Way
amherst, MA 01003

for Public Policy and
Administration for the Community and

Research Outreach Center, to be expended
over the next 15 1/2

months

Form 990.Schedule I. Part II. Grants and Other Assistance to Governments and Organizations in the United States
(a) Name and address of organization
or government

(b) EIN

(c) IRC Code section if applicable

(d) Amount of cash grant

(e) Amount of noncash
assistance

(f) Method of valuation
(book, FMV, appraisal,

(g) Description of non-cash assistance

(h) Purpose of grant or assistance

other)
watershed school24 Lincoln Street rockland, ME 04841 wellstone action fund2446 University Ave W Suite 170 st paul, M N 55114 western shoshone defense projectWSDP H-C 30 Box 260 spring creek, NV 89815 white house project434 W 33rd Street 8th Floor new york, NY 10001 wildearth guardians312 Montezuma santafe,NM 87501 william j brennan Jr center for justice inc161 Avenue of the Americas 12th 55-0801652 501(c)(3) 25,000 35-2191193 501(c)(3) 10,000 68-0027247 501(c)(3) 5,000 In support of capacity building intentions in the next 3 years To support the Movement Building Project support legal training and exam fees

52-2172075

501(c)(3) 7,500

support training in political leadership for young elected women General Support

85-0406306

501(c)(3) 25,000

13-3839293

501(c)(3) 30,000

william j brennan Jr center for justice, inc

Floor
new york, NY 10013 06-6039708 501(c)(3) 11,000 39-1597954 501(c)(3) 10,000 Jazz in the Garden Fundraiser windham free library associationO n The Green windham,CT 06280 wisconsin womens business initiative corporation2745 North Dr Martin Luther King milwaukee,WI 53212

General Support

l efile

GRAPHIC p rint - DO NOT PROCESS

As Filed Data -

DLN: 93493134029750
OMB No 1545-0047

Schedule J
(Form 990)

Compensation Information
For certain Officers , Directors, Trustees , Key Employees , and Highest Compensated Employees - Complete if the organization answered " Yes" to Form 990, Part IV, question 23. Attach to Form 990 . 1- See separate instructions.

2009

Department of the Treasury Internal Revenue Service

t o Pu b lic ' Ins p ecti o n

Name of the organization
CALVERT SOCIAL INVESTMENT FOUNDATION INC

Employer identification number
52-1591398

llll^
la

Questions Regarding Compensation
Yes I No

Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form 990, Part VII, Section A, line la Complete Part III to provide any relevant information regarding these items 1 1 1 First-class or charter travel Travel for companions Tax idemnification and gross - up payments 1 F 1 Housing allowance or residence for personal use Payments for business use of personal residence Health or social club dues or initiation fees

1

Discretionary spending account

1

Personal services ( e g , maid, chauffeur, chef)

b 2

If any of the boxes in line la are checked, did the organization follow a written policy regarding payment or reimbursement orprovision of all 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 officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a?

lb 2

Yes Yes

3

Indicate which, if any, of the following the organization uses to establish the compensation of the organization 's CEO/ Executive Director Check all that apply fl fl F Compensation committee Independent compensation consultant Form 990 of other organizations fl F F Written employment contract Compensation survey or study Approval by the board or compensation committee

4

During the year, did any person listed in Form 990, Part VII, Section A, line la with respect to the filing organization or a related organization a b c 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 4a 4b 4c No No No

Only 501 ( c)(3) and 501 ( c)(4) organizations only must complete lines 5-9. 5 For persons listed in form 990, Part VII, Section A, line la, did the organization pay or accrue any compensation contingent on the revenues of a b The organization? Any related organization? If "Yes," to line 5a or 5b, describe in Part III 6 For persons listed in form 990, Part VII, Section A, line la, did the organization pay or accrue any compensation contingent on the net earnings of a b The organization? Any related organization? If "Yes," to line 6a or 6b, describe in Part III 7 For persons listed in Form 990, Part VII, Section A, line la, did the organization provide any non-fixed payments not described in lines 5 and 67 If "Yes," describe in Part III Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was subject to the initial contract exception described in Regs section 53 4958-4(a)(3)7 If "Yes," describe in Part III If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53 4958-6(c)' Cat No 50053T 6a 6b No No 5a 5b No No

7

No

8

8

No

9

9

For Privacy Act and Paperwork Reduction Act Notice , see the Intructions for Form 990

Schedule 3 ( Form 990) 2009

Schedule J (Form 990) 2009 VVITFIOfficers , Directors , Trustees , Key Employees , and Highest Compensated Employees . Use Schedule 3-1 if additional space 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 Note . The sum of columns (B)(i)-(iii) must equal the applicable column (D) or column (E) amounts on Form 990, Part VII, line la

Page 2

(A) Name

(B) Breakdown of W-2 and/or 1099-MISC compensation (i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation

(C) Retirement and other deferred compensation

(D ) Nontaxable

(E) Total of columns

benefits

(B)(i)-(D)

(F) Compensation reported in prior Form 990 or Form 990-EZ

Shari Berenbach

(1) (11)

156,000

12,480

10,788

179,268

Charles P Hollands

(1) (11)

135,960

10,779

10,788

157,527

James A Richardson

(1) (11)

152,644

11,742

4,488

168,874

Lisa Hall

(1)

148,320

11,409

10,788

170,517

Schedule 3 (Form 990) 2009

Schedule J (Form 990) 2009

Page 3

EIRISTW

Supplemental Information

Complete this part to provide the information, explanation, or descriptions required for Part I, lines la, 1b, 4c, 5a, 5b, 6a, 6b, 7, and 8 Also complete this part for any additional information
Identifier I I Return Explanation

Reference

Schedule 3 (Form 990) 2009

l efile

GRAPHIC p rint - DO NOT PROCESS

As Filed Data -

DLN: 93493134029750
OMB No 1545-0047

Schedule L
(Form 990 or 990-EZ )

Transactions with Interested Persons
- Complete if the organization answered
"Yes" on Form 990, Part IV , lines 25a , 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V lines 38a or 40b. 1- Attach to Form 990 or Form 990 - EZ. 1-See separate instructions .

2009

Department of the Treasury

Open

Internal Revenue Service Name of the organization
CALVERT SOCIAL INVESTMENT FOUNDATION INC 52-1591398 Excess Benefit Transactions (section 501(c)(3) and section 501 (c)(4) organizations only).

Insvection Employer identification number

Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b 1 (a) Name of disqualified person (b) Description of transaction (c) Corrected? Yes No

2

Enter the amount of tax imposed on the organization managers or disqualified persons during the year under section 4958 . . . . . . . . . . . . . . . . . . . . . . . . . ^

$

3

Enter the amount of tax, if any, on line 2, above, reimbursed by the organization .

^

$

Loans to and / or From Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 26, or Form 990-EZ, Part V, line 38a (b) Loan to or from the? organization To From (e) In default7 Yes No Appfoved by board or committee'? Yes No (g)Written agreement? Yes No

(a) Name of interested person and purpose

(c)O riginal principal amount

(d)Balance due

Total

Grants or Assistance Benefitting Interested Persons. Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b)Relationship between interested person and the organization (c)Amount of grant or type of assistance

Business Transactions Involving Interested Persons. Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the
organization Calvert Group Ltd (B Krumsiek R Stanley W Director Silby J Guffey T Mollner giving assets inc 24,690,911 Investment in Calvert Foundation Community Investment Note Management fees

(e) Sharing of (c) Amount of transaction escription (d) Description of transaction revenues?
Yes No No

director

190,000

No

For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990

Cat No 50056A

Schedule L (Form 990 or 990 - EZ) 2009

l efile

GRAPHIC

p rint

- DO NOT PROCESS

As Filed Data -

DLN: 93493134029750
OMB No 1545-0047

SCHEDULEM (Form 990)

NonCash Contributions
Complete if the organization answered " Yes" on Form 990, Part IV, lines 29 or 30.
r Attach to Form 990.

2009

Department of the Treasury
Internal Revenue Service Name of the organization CALVERT SOCIAL INVESTMENT FOUNDATION INC

Employer identification number

52-1591398 Types of Property
(a) Check if applicable 1 2 3 4 5 Art-Works of art . . (b) N umber of Contributions (c) Revenues reported on Form 990, Part VIII, line 1g (d) Method of determining revenues

Art-Historical treasures Art-Fractional interests Books and publications Clothing and household

6
7 8 9 10 11 12 13

goods . . . . . Cars and other vehicles
Boats and planes . Intellectual property

. .
.

.

. . X 43 907,159 Fair Market Value

Securities-Publicly traded

Securities-Closely held stock Securities-Partnership, LLC, or trust interests Securities-Miscellaneous Qualified conservation contribution-H istoric structures Qualified conservation contribution-Other . Real estate-Residential Real estate-Commercial Real estate-Other Collectibles . . . . . . . . . .

14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29

Food inventory

Drugs and medical supplies Taxidermy . . . . .

Historical artifacts Scientific specimens

Archeological artifacts Other ( Other( Other( Other ( ) 29 Yes No )

N umber of Forms 8283 received by the organization during the tax year for contributions for which the organization completed Form 8283, Part IV, Donee Acknowledgement

30a

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? b 31 32a 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 non-cash contributions? b 33 . . . . . . . . . . . . . . . . . . . . . . . . . . 32a No 31 Yes 30a No

If "Yes," describe in Part II If the organization did not report revenues in column (c) for a type of property for which column (a) is checked, describe in Part II

For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990 .

Cat No 51227 ]

Schedule M (Form 990) 2009

Schedule M (Form 990) 2009 Supplemental Information . Complete this part to provide the information required by Part I, lines 30b,

Page 2

32b, and 33. Also complete this part for any additional information.
Identifier Return Reference Explanation Schedule M (Form 990) 2009

I

l efile GRAPHIC p rint - DO NOT PROCESS SCHEDULE 0

As Filed Data -

DLN: 93493134029750 OMB No 1545-0047

(Form 990)
Department of the Treasury Internal Revenue Service

Supplemental Information to Form 990
Complete to provide information for responses to specific questions on

2009
Open
Inspection

Form 990 or to provide any additional information .
0- Attach to Form 990.

Name of the organization
CALVERT SOCIAL INVESTMENT FOUNDATION INC

Employer identification number
52-1591398

Identifier

Return Reference

Explanation

Form 990, Part VI, Section A, line 2

Wayne Silby and John Guffey, founders of Calvert Group, Barbara Krumsiek, CEO and Chairman of the Board of Calvert Group, and Terrance Mollner, board member of calvert group, are members of the Calvert Foundation's board of directors Barbara Krumsiek and Reginald Stanley are both officers at the Calvert Group and members of Calvert Foundation's Board of Directors In addition, Reginald Stanley and Katherine Stearns are members of the Board of Directors of the Social Investment Forum as well as the board of directors of Calvert Foundation provided to management members for review prior to filing with the internal revenue service

Form 990, Part V I, Section B, line 11 Form 990, Part V I, Section B, line 12c Form 990, Part V I, Section B, line 15

Calvert Foundation annually reviews all conflict of interest disclosure statements

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 w hat others are making and adjust accordingly As for the President & CEO, this compensation is set by the Executive Committee and it is informed by the same information collected above President & CEO compensation was last reviewed in January of 2010 The Foundation's financial statements are available on the Foundation's w ebsite The Foundation's governing documents and conflict of interest policy are available upon request

Form 990, Part VI, Section C, line 19

For Paperwork ReduchonActNohce , seethe Instructons forForm 990

Cat No 51056K

Schedule 0 (Form 990)2009

Additional Data

Software ID: Software Version: EIN: Name : 52 -1591398 CALVERT SOCIAL INVESTMENT FOUNDATION INC

Form 990 , Part IX - Statement of Functional Expenses - 24a - 24e Other Expenses
Do not include amounts reported on line 6b, 8b , 9b, and 10b of Part VIII, ( A) Total expenses (B) Program service expenses 1,613,617 86,395 82,035 43,975 25,548 4,509 (C) Management and general expenses (D) Fundraising expenses

Provision for Loan Loss registration Fees NRFC Administration Exp Commissions Dues & Subscriptions

1,613,617 86,395 82,035 43,975 30,057

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