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Low Income Investment Fund

SAN FRANCISCO, CA EIN: 94-2952578 Website

The Low Income Investment Fund (LIIF) is a nationally recognized nonprofit Community Development Financial Institution (CDFI) headquartered in San Francisco, California. Founded in 1984, LIIF operates as a steward for capital invested in community-building initiatives, serving as a bridge between private capital markets and low-income neighborhoods. The organization maintains regional offices in Los Angeles, New York City, Washington D.C., and Atlanta, and operates across 32 states.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$775.8M

+20.7% YoY

Annual Giving

$21.3M

-55.6% YoY

Grant Count

135

-2.9% YoY

Avg Grant Size

$158K

-54.3% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

LIIF is dedicated to creating pathways of opportunity for low-income people and communities. The organization's mission centers on providing flexible and patient capital to affordable housing developers, early care and education facilities, and community-based organizations. LIIF's work primarily impacts communities of color who have been affected by decades of institutionalized racism, with a vision to help create and support healthy, thriving communities.

Primary program areas include:

  • Housing: Affordable housing development and acquisition
  • Child Care: Early care and education facility development and expansion
  • Education: Education-related community-building initiatives
  • Community Economic Development: Urban and community economic development initiatives
  • National Policy: Design and implementation of education outreach and advocacy strategies to support federal policy initiatives relevant to LIIF's main programs

Grantmaking

LIIF employs a multi-faceted capital deployment model that includes loans, New Markets Tax Credits, grants, and technical assistance. The organization's primary model operates as a Community Development Financial Institution providing flexible financing alongside selective grants.

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Geographic Focus

Where this funder awards grants

LIIF operates nationally across 32 states with a significant presence in California, New York, Washington D.C., and Georgia through its regional offices.

Grant Distribution by State

18states
+10 more states

Cities

AlamedaAlexandriaAntiochArletaArlingtonAstoriaAtlantaBaltimoreBaton RougeBerkeleyBethesdaBostonBowieBradburyBronxBrooklynBuffaloBurbankCalabasasCanoga Park

Financial History

Multi-year comparison from IRS filings

Most Recent Fiscal Year (2024):

  • Total revenues: $88,297,355
  • Total expenses: $81,808,063
  • Total assets: $775,773,301
  • Number of employees: 173

Prior Year (2023):

  • Revenue: $108,000,000
  • Expenses: $103,000,000
  • Total assets: $643,000,000
  • Total liabilities: $486,000,000

Historical Impact:

  • Over $3.5 billion deployed since 1984
  • $5 billion investment commitment (2020-2030) to advance racial equity
  • Serves 2.5 million people
  • Generated $73 billion in social benefits through job creation, improved health, affordable housing, and higher graduation rates

LIIF holds an S&P credit rating of A-.

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$30M$59M$89M$119M20202021202220232024
Metric202420232022
Total Assets$775,773,301$642,654,206$578,280,279
Revenue$88,297,355$107,952,700$61,156,061
Expenses$81,808,063$102,910,131$54,325,184
Qualifying Distributions
Net Investment Income$3,058,253$2,505,695$576,978
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$12M$24M$36M$48M66 grants2020793 grants2021152 grants2022139 grants2023135 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

EPIPHANY CENTER$2.8MCROSS CULTURAL FAMILY CE…$1.8MFRIENDS OF ST FRANCIS- C…$1.5MWU YEE CHILDREN'S SERVICES$1.0MKAI MING INC$792KYOUNG MEN'S CHRISTIAN AS…$754KBRIGHTER FUTURE FOUNDATION$689KTELEGRAPH HILL COOPERATI…$500KFELTON INSTITUTE$469KBARBARA CHAMBERS CHILDRE…$452K

Grant Size Distribution

250 grants across all recorded years

89<$50K23$50–100K51$100–250K42$250–500K25$500K–1M19$1–5M1$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

DANIEL NISSENBAUMDIRECTOR & CEO$718KKIMBERLY LATIMER-NEL…PRESIDENT$492KPANAGIOTA MAHENDRUCFO & EVP$386KDENISE NOELEVP & GENERAL COUNSEL$309KSUSAN HYMANSVP, CHIEF CREDIT OFFICER$308KSTEPHANIE MCFADDENSVP, CHIEF LENDING OFFICER$290KRACHEL L BLUESTEINSVP, CHIEF PROGRAM OFFICER$287KMARIA ARELLANO BAGLI…EVP & CHIEF STRATEGY OFFICER$287KKIRSTEN SHAWVP, NORTHEAST & MID-ATLANTIC…$279KCHRISTINA SHIWBALAKVP, OPERATIONS$272KTINA WALKEREVP & CHIEF PEOPLE OFFICER$20K

From 2024 filing

NameTitleHoursCompensation
REYMUNDO OCANASCHAIR1
JESSICA SAGERVICE CHAIR1
RUSSELL BRUEMMERSECRETARY1
DIONNE NELSONTREASURER1
MARGARET ANADUDIRECTOR1
TAWANNA BLACKDIRECTOR1
EILEEN FITZGERALDDIRECTOR1
DAVID FLEMINGDIRECTOR1
DONNA GAMBRELLDIRECTOR1
CALVIN GLADNEYDIRECTOR1
WILLIAM C KELLY JRDIRECTOR1
GLORIA LEEDIRECTOR1
CAROL NAUGHTONDIRECTOR1
ERIKA POETHIGDIRECTOR1
YOHANA QUIROZDIRECTOR1
MICHAEL SOLOMONDIRECTOR1
DANIEL NISSENBAUMDIRECTOR & CEO40$717,709
KIMBERLY LATIMER-NELLIGANPRESIDENT40$491,905
MARIA ARELLANO BAGLIERIEVP & CHIEF STRATEGY OFFICER40$286,573
PANAGIOTA MAHENDRUCFO & EVP40$386,412
DENISE NOELEVP & GENERAL COUNSEL40$309,097
TINA WALKEREVP & CHIEF PEOPLE OFFICER40$19,833
RACHEL L BLUESTEINSVP, CHIEF PROGRAM OFFICER40$286,790
SUSAN HYMANSVP, CHIEF CREDIT OFFICER40$307,918
STEPHANIE MCFADDENSVP, CHIEF LENDING OFFICER40$289,747
KIRSTEN SHAWVP, NORTHEAST & MID-ATLANTIC REGIONS40$278,909
CHRISTINA SHIWBALAKVP, OPERATIONS40$272,160

Recent News & Activity

Recent developments and announcements

2024

In December 2024, LIIF received a landmark $30 million unrestricted grant from MacKenzie Scott's Yield Giving, demonstrating strong institutional recognition and support.

MacKenzie Scott's Yield Giving Awards $30 Million to Low Income ...
2025

In 2025, LIIF was awarded LA RISE funding from the Ballmer Group and FireAid for Los Angeles County child care wildfire disaster relief efforts.

LIIF Awarded LA RISE Funding from Ballmer Group and FireAid for ...
2025

LIIF released its 2025 Annual Impact Report documenting organizational outcomes and community impact.

Low Income Investment Fund Releases 2025\_Annual\_Impact Report\_ - Low\

Contact Information

Address: 50 California Street, Suite 2900, San Francisco, CA 94111

Phone: +1-415-772-9094

Email: info@liifund.org

Website: www.liifund.org

Program-Specific Contacts:

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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