Financials and Reports

Calvert Foundation has more than $215 million at work with our portfolio partners around the world. Read impact investing success stories from our portfolio partners.

As a 501(c)(3) nonprofit organization, we cover 90 percent of our operating expenses from revenue generated through our portfolio investments. The rest is funded by private supporters.

Financial Information

pdf Consolidated financials

pdf Current IRS-990

Annual Reports

pdf 2013 Annual Report

pdf 2012 Annual Report

pdf 2011 Annual Report

Social Impact Reports

pdf 2013 Social Impact Report

pdf 2012 Social Impact Report

pdf 2011 Social Impact Report

Quarterly Reports

pdf Q2 2014

pdf Q1 2014

pdf Q4 2013

pdf Q3 2013

Please contact us if you have any further questions.


7315 Wisconsin Avenue  |  Suite 1000W  |  Bethesda, MD 20814
Phone: 800.248.0337  |  Fax: 301.280.6060