| Organization |
Area served |
Purpose |
Amount |
| Catholic Charities of Santa Clara County |
Santa Clara County |
Increase the personal financial health and asset base of low-income families and
individuals by expanding access to unclaimed tax refunds and Earned Income Tax Credits through free
or low-cost tax preparation |
$125,000 |
| Community Financial Resources |
San Mateo and Santa Clara counties |
Explore expansion of asset-building programs by developing partnerships with community
organizations, public and private social service agencies and financial institutions |
$45,000 |
| Corporation for Enterprise Development |
San Mateo and Santa Clara counties |
Through a new pilot program, develop new funding sources for financial education and asset
building programs, increase innovation and efficiency of existing local programs and educate the general
public about asset building and financial education |
$175,000 |
| EARN |
San Mateo and Santa Clara counties |
Increase financial coaching provided by EARN and other local agencies to low-income workers |
$179,000 |
| Opportunity Fund |
San Mateo and Santa Clara counties |
Increase the number of low-wage workers and their families who receive intensive financial
education and participate in matched savings accounts |
$175,000 |
| Project Read, North San Mateo County |
San Mateo County |
Prepare low wealth, low literacy clients for asset building services by providing comprehensive financial education |
$122,000 |
| United Way Silicon Valley |
Santa Clara County |
Providing a financial education component its Bank on San Jose initiative, which works to
reduce the number of "unbanked" households in San Jose by providing starter and second-chance bank accounts |
$113,000 |
