2025-05-23T18:42:15-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 950 NORTH GLEBE ROAD SUITE 1200 ARLINGTON VA 22203 990 2024-01-01 922069788 CLIMATE UNITED FUND CLIM 8002480337 7550 WISCONSIN AVE 8TH FLOOR BETHESDA MD 20814 ELIZABETH BAFFORD PRESIDENT/CEO 8002480337 2025-05-23 1 1 ROBERT WILLIAMS P01345960 5712279500 2025-05-23 2024 2025-03-06 01:10:19Z ELIZABETH BAFFORD 7550 WISCONSIN AVE 8TH FLOOR BETHESDA MD 20814 466110 0 X HTTPS://WEARECLIMATEUNITED.ORG X 2022 MD SUPPORT THE CLEAN ENERGY TRANSITION THROUGH INVESTING IN PROJECTS AND BUILDING MARKETS. 15 15 0 15 0 0 1298415 450000 0 0 3203 16110 0 0 1301618 466110 300000 325881 0 0 0 634998 0 0 7958 451344 868531 751344 1829410 550274 -1363300 557761 1298287 7487 2111313 550274 -813026 DEMONSTRATING THE BENEFITS OF THE CLEAN ENEGY TRANSITION THROUGH INVESTMENTS IN THREE PRIORITY AREAS - DISTRIBUTED POWER GENERATION AND STORAGE, BUILDING DECARBONIZATION AND ELECTRIC TRANSPORTATION. 0 0 1008517 325881 0 THE ORGANIZATION PROVIDES GRANTS, LOANS AND OTHER FORMS OF FINANCIAL ASSISTANCE TO ENABLE LOW INCOME AND DISADVANTAGED COMMUNITIES TO DEPLOY OR BENEFIT FROM ZERO EMISSION TECHNOLOGIES. 1008517 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 1 1 1 1 0 0 0 0 1 1 1 1 1 1 1 0 X STEPHANIE SEIBERG 3012806069 7550 WISCONSIN AVE 8TH FLOOR BETHESDA MD 20814 X JENNIFER PRYCE DIRECTOR/CHAIR (AS OF 06/24) 1.00 0.00 X 0 0 0 FREDERICK B BART HARVEY III DIRECTOR/CHAIR (UNTIL 06/24) 1.00 0.00 X 0 0 0 PHIL ANGELIDES DIRECTOR 1.00 0.00 X 0 0 0 MEESHA BROWN DIRECTOR 1.00 0.00 X 0 0 0 MARTIN D EAKES DIRECTOR 1.00 0.00 X 0 0 0 RAFAEL E CESTERO DIRECTOR 1.00 0.00 X 0 0 0 CRYSTAL GERMAN DIRECTOR 1.00 0.00 X 0 0 0 BRENDAN HERRON DIRECTOR 1.00 0.00 X 0 0 0 DOLORES HUERTA DIRECTOR 1.00 0.00 X 0 0 0 MINDY LUBBER DIRECTOR 1.00 0.00 X 0 0 0 ANDREW MARINO DIRECTOR 1.00 0.00 X 0 0 0 SADIE MCKEOWN DIRECTOR 1.00 0.00 X 0 0 0 HAROLD PETTIGREW DIRECTOR 1.00 0.00 X 0 0 0 LORI LEA POURIER OGALA LAKOTA DIRECTOR 1.00 0.00 X 0 0 0 RENEE SATTIEWHITE DIRECTOR 1.00 0.00 X 0 0 0 PATRICE WILLOUGHBY DIRECTOR 1.00 0.00 X 0 0 0 ELIZABETH BAFFORD PRESIDENT/CEO 40.00 0.00 X 0 0 0 EMMELINE LIU SECRETARY/GENERAL COUNSEL 20.00 20.00 X 0 0 0 0 0 0 450000 450000 16110 16110 466110 0 0 16110 X 325881 325881 634998 386584 240456 7958 45009 26625 18384 347943 5954 341989 30870 30870 227110 167467 59643 10000 10000 79912 42226 37686 30153 24976 5177 37988 25452 12536 53833 53833 EQUIPMENT AND SOFTWARE 5703 3352 2351 REGISTRATION FEES 10 10 1829410 1008517 812935 7958 557761 706120 592167 557761 1298287 6205 1456942 1282 654371 7487 2111313 X 100389 -1246805 449885 433779 550274 -813026 557761 1298287 -1363300 0 X 0 0 0 X 1298415 450000 1748415 1298415 450000 1748415 979290 769125 3203 16110 19313 1767728 X PART II, SHORT YEAR EXPLANATION: THE ORGANIZATION CHANGED ITS TAX YEAR AND IS THEREFORE SUBMITTING A SHORT PERIOD FORM 990 TO REFLECT THE CHANGE. THE COLUMN FOR 2024 ON SCHEDULE A, PART II REFLECTS THE PERIOD JANUARY 1, 2024 THROUGH JUNE 30, 2024, WHILE THE PREVIOUS PERIODS REFLECT FULL CALENDAR YEARS BEFORE 1/1/2024. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO RELATED PARTIES 654371 654371 1 THE COMMUNITY PRESERVATION CORPORATION 220 E 42ND ST 16TH FLOOR NEW YORK NY 10017 132792409 501(C)(3) 325881 0 N/A N/A GENERAL SUPPORT 1 0 PART I, LINE 2: PROGRAM MANAGERS, COMPLIANCE AND FINANCE ALL USE VARIOUS METHODS TO MONITOR USE OF GRANT FUNDS INCLUDING REPORTS TO DONORS AND REVIEW OF TRANSACTIONS CHARGED TO GRANTS TO ENSURE COMPLIANCE WITH GRANT TERMS. FORM 990, PART VI, SECTION A, LINE 6 CALVERT IMPACT, INC. IS THE SOLE MEMBER OF CLIMATE UNITED FUND. FORM 990, PART VI, SECTION A, LINE 7A ALL BOARD MEMBERS OF CUF ARE APPOINTED BY ITS SOLE MEMBER AND PARENT CALVERT IMPACT, INC. CUF HAS THE RIGHT TO SUBMIT NOMINATIONS FOR CALVERT IMPACT TO CONSIDER, BUT CUF DOES NOT APPOINT ITS OWN BOARD/GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B THERE ARE CERTAIN RIGHTS WHICH ARE RESERVED BY THE PARENT ENTITY (CALVERT IMPACT, INC.) WHICH ARE CONTAINED WITHIN THE CUF ORGANIZATIONAL DOCUMENTS. FOR EXAMPLE, CALVERT IMPACT MUST APPROVE CHANGES TO THE FISCAL YEAR END OF CUF. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WILL BE REVIEWED BY THE CHIEF EXECUTIVE OFFICER AND VP, ACCOUNTING AND FINANCE, BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C CONFLICTS OF INTEREST ARE MONITORED BY A COMPLIANCE OFFICER AND ASSOCIATE WITH CALVERT IMPACT CAPITAL, WHO OVERSEE THE CONFLICT OF INTEREST POLICY. THE MEMBERS OF THE GOVERNING BODY ANNUALLY REPORT ANY CONFLICTS TO THE OFFICER WHO WILL NOTIFY THE AUDIT COMMITTEE TO ENFORCE THE POLICY. IN THE EVENT THAT A CONFLICT ARISES, THE MEMBER OF THE GOVERNING BODY WILL RECUSE THEMSELVES FROM VOTING ON ANY MATTER THAT APPLIES TO THE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION HAS A PROCESS IN PLACE FOR DETERMINING COMPENSATION OF TOP MANAGEMENT OFFICIALS, INCLUDING THE CEO AND KEY EMPLOYEES, WHICH INVOLVES APPROVAL BY SENIOR MANAGEMENT AND/OR THE BOARD, AS APPROPRIATE. COMPENSATION DECISIONS ARE BASED ON INDIVIDUAL PERFORMANCE, OVERALL ORGANIZATIONAL PERFORMANCE, AND CURRENT MARKET CONDITIONS AND DATA. THIS PROCESS WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 CLIMATE UNITED FUND'S FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 167,467. MANAGEMENT AND GENERAL EXPENSES 59,643. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 227,110. CALVERT IMPACT CAPITAL 7550 WISCONSIN AVE 8TH FLOOR BETHESDA MD 20814 521591398 INVESTMENT MANAGEMENT MD 501(C)(3) LINE 7 N/A 0 CALVERT IMPACT INC 7550 WISCONSIN AVE 8TH FLOOR BETHESDA MD 20814 863134806 INVESTMENT MANAGEMENT DE 501(C)(3) LINE 7 N/A 0 CALVERT IMPACT CLIMATE INC 7550 WISCONSIN AVE 8TH FLOOR BETHESDA MD 20814 870984253 INVESTMENT MANAGEMENT DE 501(C)(3) LINE 10 N/A 0 EQUITY FOR IMPACT LP 7550 WISCONSIN AVE 8TH FLOOR BETHSEDA MD 20814 814385108 INVESTMENT MANAGEMENT DE N/A N/A 0 0 FPIF FEEDER FACILITY LP 7550 WISCONSIN AVE 8TH FLOOR BETHSEDA MD 20814 474690149 INVESTMENT MANAGEMENT DE N/A N/A 0 0 IMPACTASSETS FUNDED GUARANTEE LP 7550 WISCONSIN AVE 8TH FLOOR BETHSEDA MD 20814 814369255 INVESTMENT MANAGEMENT DE N/A N/A 0 0 COMMUNITY INVESTMENT PARTNERS INC 7550 WISCONSIN AVE 8TH FLOOR BETHSEDA MD 20814 272461977 PROMOTION OF COMMUNITY INVESTMENT MD N/A C 0 0 0 0 0 1 0 0 0 0 0 0 0 1 1 1 1 0 0 0