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EIN 27-4620963

Social Finance

IRS 501(c) type
501(c)(3)
Num. employees
144
City
Boston
State
Massachusetts
Year formed
2011
Most recent tax filings
2023-12-01
NTEE code, primary
P12: Human Services Fund Raising and Fund Distribution
Description
We believe that everyone deserves the opportunity to thrive, and that social impact financing can play a catalytic role in creating these opportunities.
Total revenues
$39,216,945
2023
Total expenses
$31,575,913
2023
Total assets
$158,209,325
2023
Num. employees
144
2023

Grants made by Social Finance

GranteeGrant descriptionAmount
Inland Southern California United Way (UWIV)Subgrant Disbursement To Uw in Order To Operate A Guaranteed Income Pilot Program$300,000
iFosterTo Operate A Guaranteed Income Pilot Program$100,000
Merit AmericaSupport 18 Knocked Out Or Denied Borrowers$64,800

Who funds Social Finance

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
The Boston Foundation (TBF)Operating Support/annual Fund$4,510,000
Fidelity Investments Charitable Gift FundFor Grant Recipient's Exempt Purposes$2,376,000
The Colorado Health FoundationMaintain Healthy Bodies$2,000,000
...and 21 more grants received totalling $18,602,767

Personnel at Social Finance

NameTitleCompensation
Tracy PalandjianChief Executive Officer and Founder$521,137
John WoodsChief Financial Officer$123,921
Emily FriedmanChief Administration Officer$266,483
Teresa Anne Knickman PlancherVice President , Partnerships and Strategy / Vice President , Staff and Strategy$198,207
Andrew C ChenVice President , Impact Investments$201,230
...and 13 more key personnel

Financials for Social Finance

RevenuesFYE 12/2023
Total grants, contributions, etc.$24,185,912
Program services$11,064,040
Investment income and dividends$5,249,342
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$-1,476,231
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$193,882
Total revenues$39,216,945

Form 990s for Social Finance

Fiscal year endingDate received by IRSFormPDF link
2023-122024-11-14990View PDF
2022-122023-11-15990View PDF
2021-122022-11-14990View PDF
2020-122021-11-15990View PDF
2019-122021-02-24990View PDF
...and 8 more Form 990s

Organizations like Social Finance

OrganizationLocationRevenue
Buckner InternationalDallas, TX$37,340,043
Hope Enterprise CorporationJackson, MS$16,452,878
Village CapitalHouston, TX$10,821,621
Children's AidNew York, NY$173,227,414
Amherst H Wilder FoundationSt Paul, MN$45,715,580
National Council of the United States Society of St Vincent De PaulMaryland Heights, MO$10,280,972
SDSN AssociationNew York, NY$12,083,341
Federation of Appalachian Housing EnterprisesBerea, KY$24,889,054
Greater Philadelphia Young Men's Christian AssociationConshohocken, PA$94,931,089
Roc USA LLCConcord, NH$21,389,105
Data update history
November 25, 2024
Received grants
Identified 1 new grant, including a grant for $150,000 from Harold K.L. Castle Foundation
August 26, 2024
Received grants
Identified 3 new grant, including a grant for $1,000,000 from Prudential Foundation
July 13, 2024
Received grants
Identified 14 new grant, including a grant for $4,510,000 from The Boston Foundation (TBF)
January 22, 2024
Posted financials
Added Form 990 for fiscal year 2022
January 22, 2024
Updated personnel
Identified 1 new personnel
Nonprofit Types
Grantmaking organizationsHuman service organizationsCharities
Issues
Human services
Characteristics
LobbyingOperates internationallyNational levelReceives government fundingTax deductible donationsAccepts online donations
General information
Address
2 Atlantic Ave 5th Floor
Boston, MA 02110
Metro area
Boston-Cambridge-Newton, MA-NH
County
Suffolk County, MA
Website URL
socialfinance.org/ 
Phone
(617) 939-9900
Facebook page
socialfinanceUS 
Twitter profile
@socialfinanceus 
IRS details
EIN
27-4620963
Fiscal year end
December
Taxreturn type
Form 990
Year formed
2011
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
P12: Human Services Fund Raising and Fund Distribution
NAICS code, primary
522120: Savings Institutions
Parent/child status
Independent
California AB-488 details
AB 488 status
May Operate or Solicit for Charitable Purposes
Charity Registration status
Current - Awaiting Reporting
FTB status revoked
Not revoked
AG Registration Number
CT0250009
FTB Entity ID
3566890
AB 488 data last updated ("as-of") date
2024-12-31
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