Financial Education and Asset-Building Grantees - 2014

Organization Area served Purpose Amount
Able Works San Mateo To support the LiveAble Women project, which seeks to bring economic self-sufficiency to young single mothers in East Palo Alto. $20,000
AnewAmerica Community Corporation Santa Clara To support free income tax preparation linked to asset-building services for microbusinesses and low-income entrepreneurs in San Jose. $10,000
Asian Inc. Both To support the Your Money, Your Bank, Your Credit program, providing finacial education and asset-building strategies to low-income Asian and Latino families and individuals. $20,000
Building Skills Partnership Both To support free tax preparation and retirement planning services for low-income building maintenance workers across San Mateo and Santa Clara counties. $10,000
Catholic Charities of Santa Clara County Santa Clara To support the Manage Your Assets program, which increases financial knowledge and asset-building skills of low-income Santa Clara County families. $40,000
City of South San Francisco/Project Read San Mateo To support Project Read - North San Mateo County to increase financial knowledge and facilitate behavior change in adult literacy students. $40,000
Community Financial Resources Both To support the continued expansion and refinement of the Building Financial Capability, Savings and Credit program, in partnership with numerous San Mateo and Santa Clara county nonprofits. $40,000
Community Legal Services in East Palo Alto San Mateo To support continued expansion of the Secure Future$ program in collaboration with Nuestra Casa and Renaissance Entrepreneurship Center. $60,000
Family Supportive Housing, Inc. Santa Clara To support the Family Financial Literacy Program, which serves low-income families in supportive housing to facilitate behavior change and achieve greater economic security. $25,000
GLOW Foundation Both To support the College Financial Literacy Partnership, which promotes financial literacy learning among high-school and college students. $30,000
HIP Housing San Mateo To support the Wealth Building Through Self Sufficiency Program, which serves low-income and homeless families. $25,000
InnVision Shelter Network Both To support the expansion of the Smart Money Program at nine shelters throughout the Peninsula and South Bay. $25,000
JobTrain, Inc. San Mateo To expand a collaboration between JobTrain, Mission SF Community Financial Center and Tax-Aid to provide financial education, asset-building services and free tax preparation to low-income families and individuals. $40,000
MyPath Both To support the replication of the MyPath: Credit model at YearUp San Jose, focused on enhancing young people's employment and educational prospects. $25,000
Neighborhood Housing Services Silicon Valley Both To support a financial capability program that tracks and scores improvements in spending, saving and borrowing behaviors of clients living in affordable housing. $35,000
Opportunity Fund Northern California Both To support financial coaching for low-income clients and connection to asset-building programs and services, in partnerships with numerous asset-building, housing and safety net services providers across the region. $40,000
Philanthropy New York, Inc./Bay Area Asset Funders Network Both To support the Bay Area Asset Funders Network, a regional network of the Asset Funders Network that mobilizes philanthropic engagement in asset-building. $10,000
Puente de la Costa Sur San Mateo To support the Tax Preparation for Agricultural Workers program, which serves low-income families and immigrants on the south San Mateo County coast. $10,000
Sacred Heart Community Service Santa Clara To support the Asset Building for Independence program among low-income families in San Jose and surrounding communities. $40,000
Samaritan House San Mateo To support the integration of bilingual financial education  and financial coaching for low-income families in San Mateo County. $40,000
Self Help Economic Development, Inc. Santa Clara To support the Community Trust Prospera microbranch in San Jose, and its development and delivery of  responsible and affordable financial products for low- and moderate-income residents. $30,000
Tax-Aid Both To support free tax preparation and financial coaching services at five tax sites across San Mateo and Santa Clara counties. $25,000
Tides Center/Pacifica Resource Center San Mateo To support the coordination of asset-building strategies and free tax preparation into core safety-net services on the northern San Mateo County coast. $40,000
Tower Foundation of San Jose State University Santa Clara To support the second year of CommUniverCity's Money Matters/Maneje Su Dinero financial literacy program for low-income families in East San Jose. $30,000
Transnational Institute for Grassroots Research and Action Both To support financial education and financial coaching of new immigrants throughout Silicon Valley. $20,000
Trust for Conservation and Fiscal Innovation/Kitchen Table Advisors San Mateo To support low-income-owned sustainable small farms through in-depth, one-to-one business advising and financial coaching for farmers on the San Mateo County coast. $10,000
United Way of the Bay Area San Mateo To develop and launch a new SparkPoint Center at Cañada College that integrates asset-building, benefits enrollment and job training into a community college setting. $40,000
United Way Silicon Valley Santa Clara To support a 12-month financial education and counseling program focused on facilitating personal finance behavior change among low-income individuals and families throughout Santa Clara County. $40,000
West Valley Community Services of Santa Clara County, Inc. Santa Clara To support West Valley Community Services of Santa Clara County's BEAM program, which integrates four major components of benefits assistance, employment services, asset-building and money management into a safety-net services provider. $20,000
    Total $840,000