| Organization |
Area served |
Purpose |
Amount |
| Catholic Charities of Santa Clara County |
Santa Clara County |
Expand free tax services and financial education classes for very low and low-income clients. |
$126,000 |
| Community Financial Resources |
San Mateo and Santa Clara Counties |
Increase financial capabilities of unbanked and underserved low-income families by partnering with community
service organizations to offer consumer friendly, low-cost banking tools with task-based financial education programs. |
$118,700 |
| EARN |
San Mateo and Santa Clara Counties |
Expand access to financial coaching for low-wage workers by providing training to community-based organizations
and delivering direct financial coaching services. |
$125,000 |
| Opportunity Fund |
San Mateo and Santa Clara Counties |
Provide 500 of Silicon Valley’s working families with financial preparedness education and incentives to save
for the future through a nationally–recognized Individual Development Account program and to launch an innovative
new IDA product enabling the lowest-income families to build an emergency fund. |
$150,000 |
| Pacifica Resource Center, a project of the
Tides Center |
San Mateo County |
Expand core human needs services to include financial education and asset-building strategies for low-income
families and individuals in Pacifica, such as free tax preparation, financial support groups and financial coaching. |
$68,750 |
| Project Read, North San Mateo County |
San Mateo County |
Provide low-income first- and second-generation immigrants with financial literacy, one-on-one coaching
and savings vehicles to support greater economic stability. |
$121,500 |
| Sacred Heart Community Service |
Santa Clara County |
Help people facing poverty become economically self-sufficient through improved access to peer support,
wealth-building resources and tools to gain assets and financial education. |
$77,400 |
| Self-Help Economic Development |
Santa Clara County |
Scale a "Micro-Branch" credit union model in East San Jose that serves previously un-banked Latino immigrant
families by delivering “in line” financial education and facilitating asset building through event-based savings
and lower-cost access to necessary financial services. |
$150,000 |
| United Way of the Bay Area, on behalf of the SparkPoint San
Mateo Center Collaboration |
San Mateo County |
Expand the SparkPoint San Mateo Center at Skyline College serving low-income San Mateo residents — particularly
persons of color, those with limited English and those from immigrant households — so they can easily access a
full range of integrated financial education and asset-building tools and supports that will move them closer
to financial stability. |
$119,620 |
| United Way Silicon Valley |
Santa Clara County |
Launch volunteer-led credit-coaching program that provides low-income individuals and families with one-on-one
assistance to use on-line financial tools and resources to build healthy credit. |
$117,986 |
| Working Partnerships USA |
Santa Clara County |
Develop financial education and asset-building components tailored to current and prospective building and
construction trade workers in a green pre-apprenticeship program. |
$50,000 |
