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By activating our investment portfolio to bring missing capital in the form of debt or equity financing to projects that advance our mission, we can generate greater social return than is possible with our grantmaking portfolio alone.
 

Impact Investments can be either debt or equity.
 

When we collaborate on investments, we can effect greater social outcomes. We set aside approximately 10% of our endowment to be used for Impact Investments. We currently have $5.3 million in active investments.

Impact Investment requests may be submitted at any time.

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MIDDLEMARCH FUND

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Middlemarch Fund

Deed restricted middle income housing 2023 up to $1m

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Vizer App

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Vizer App

Fitness app for altruism 2022 $250K

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BRIDGEDECK

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Bridgedeck Partners LLC

190 units of affordable housing 2022 $375K

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Hilltop Encanto LLC

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Hilltop Encanto LLC

Affordable housing for “missing middle” 2021 $500,000

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PROJECT-EQUITY

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Project-Equity

Wealth generation through employee ownership 2021 $500,000

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SAN DIEGO FOUNDATION

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San Diego Foundation

COVID-19 Small business & nonprofit loan fund 2020 $200,000

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CALIFORNIA PRIMARY CARE ASSOCIATION

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California Primary Care Association

Flexible capital for CA’s health centers|Covid Response 2020 $500,000

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CONCERT HEALTH

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Concert Health

Remote clinical staffing 2020 $500,000

 

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MISSION DRIVEN FINANCE

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Mission Driven Finance

Advancing economic opportunity|Advance Participation Pool 2020-2022 $1M+

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SOLERA NETWORK

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Solera Network

Leveraging medical care to drive community outcomes 2019 $1,000,000

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ACCESS YOUTH ACADEMY

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Access Youth Academy

Civic San Diego Growth & Neighborhood Investment Fund 2018 $400,000

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SOLUTIONS FOR CHANGE, INC

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Solutions for Change | Solutions Farms

Laboratory for teaching 2017 $500,000 (phase 1) $255,572 (phase 2)

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NEIGHBORHOOD HOUSE ASSOCIATION

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Neighborhood House Association

Central Kitchen – Phase 2 2017 $440,000

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CALEXICO NEIGHBORHOOD HOUSE

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Calexico Neighborhood House

Women’s Shelter 2015 $59,000

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