Calvert Foundation – Calvert Community Investment Notes

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Calvert Foundation – Calvert Community Investment Notes

Key features

• Country of incorporation: United States
• Year founded: 1995
• Legal Status: 501 (c) 3 Public Charity
• Fund Assets: USD 80,000,000 ( as of 2004-12-31)
• Fund Assets Allocated to MF Investments: USD 20,000,000 ( as of 2004-12-31)
• Number of active MF investment: 40 ( as of 2004-12-31)
• Area of Operation: Africa, East Asia and the Pacific, Eastern Europe and Central Asia, Latin America and The Caribbean, Middle East and North Africa, North America, South Asia
• Participant(s)/Backer(s)/Investor(s): Calvert Foundation – Fund Manager

Brief Description

The Fund is offered by the Calvert Social Investment Foundation, a private US foundation founded in 1995 with the support of the Ford, MacArthur, and Mott Foundations. Assets under management are USD 105,628,701. Investment in the Fund comes in the form of donations and the notes described above are held by individuals and organizations, including Washington Mutual Bank, a US private bank; Ameritas Life Insurance Corp., a private US insurance company owned by Ameritas Acacia Mutual Holding Company; and Gray Ghost Microfinance Fund, LLC., a US microfinance fund. Fund description posted on MIX states that “Calvert Foundation’s mission is to maximize the flow of capital to disadvantaged communities.” (do you want statements like this in here?)

Contact Information

7315 Wisconsin Ave. Suitee 1100W, Bethesda, Maryland, 20814, United States, 01 800 248 0337, foundation@calvert.com

Lori Scott, (800) 248-0337 foundation@calvert.com, Eliza Mahony, (301) 280-1374 Eliza.Mahony@calvert.com

Link on MIX Market

http://www.mixmarket.org/en/supply/supply.show.profile.asp?token=&ett=236