Official record
CDFI Fund list, 21 Oct 2026| Institution type | Loan fund |
|---|---|
| Native CDFI | No |
| Date certified (as listed) | 17 Sep 2013 |
| RSSD ID | — (none listed) |
| Address | 23861 El Toro Road, Suite 700, Lake Forest, CA 92630 Directions (Google Maps) |
| Website | www.clearinghousecdfi.com |
Head officeBranch or officeApproximate (ZIP code area)
Map data © OpenStreetMap contributors, © OpenMapTiles, tiles OpenFreeMap. Head-office points: U.S. Census Bureau geocoder.
Loans and eligibility
Not yet verifiedThis lender's website blocked our automated reader on 2 Nov 2026 (we do not bypass bot protection), so we can't list its loan products, sizes or service area yet. That doesn't mean it lacks them. Check www.clearinghousecdfi.com or contact the lender directly.
Questions to ask when you contact them
We have no details from their website yet, so these are the basics to ask any lender. Something missing here does not mean they don't offer it: ask.
- What kinds of loans do you make, and which one fits what I need?
We have no loan details from their website. - Do you lend where I live, or where my business is?
- What are the smallest and the largest loans you make?
- What interest rate and fees should I expect? For a personal, car or home loan, ask for the APR.
- What documents will you need from me, and how long does a decision usually take?
Write down the answers, who you spoke to and the date, and ask for the terms in writing before you sign.
CDFI Fund awards
CDFI Fund database, 3 Nov 2026$37.8 million in 24 awards from the U.S. Treasury's CDFI Fund, 1999–2024 (5 programs).
| Round year | Program | Amount |
|---|---|---|
| 2024 | CDFI Program, Financial Assistance | $1,350,000 |
| 2024 | Disability Funds, Financial Assistance | $1,000,000 |
| 2022 | CDFI Equitable Recovery Program | $6,197,097 |
| 2022 | CDFI Program, Financial Assistance | $1,050,000 |
| 2022 | Disability Funds, Financial Assistance | $500,000 |
| 2021 | CDFI Rapid Response Program | $1,826,265 |
| 2021 | Capital Magnet Fund | $4,000,000 |
| 2020 | CDFI Program, Financial Assistance | $750,000 |
| 2020 | Capital Magnet Fund | $2,000,000 |
| 2020 | Disability Funds, Financial Assistance | $268,750 |
| 2019 | CDFI Program, Financial Assistance | $674,000 |
| 2019 | Capital Magnet Fund | $3,000,000 |
| 2019 | Disability Funds, Financial Assistance | $202,000 |
| 2018 | CDFI Program, Financial Assistance | $850,000 |
| 2018 | Disability Funds, Financial Assistance | $400,000 |
| 2017 | CDFI Program, Financial Assistance | $1,006,905 |
| 2017 | Capital Magnet Fund | $3,200,000 |
| 2013 | CDFI Program, Financial Assistance | $1,347,000 |
| 2012 | CDFI Program, Financial Assistance | $1,453,806 |
| 2011 | CDFI Program, Financial Assistance | $1,500,000 |
| 2010 | CDFI Program, Financial Assistance | $750,000 |
| 2009 | CDFI Program, Financial Assistance | $1,000,000 |
| 2002 | CDFI Program, Financial Assistance | $1,500,000 |
| 1999 | CDFI Program, Financial Assistance | $2,000,000 |
New Markets Tax Credit allocations
$783 million in 12 allocations. An NMTC allocation is the authority to offer investors federal tax credits for community investments; it is not cash paid to the lender and is not counted in the award total above.
| Round year | Program | Allocation |
|---|---|---|
| 2023 | New Markets Tax Credit allocation | $60,000,000 |
| 2022 | New Markets Tax Credit allocation | $60,000,000 |
| 2021 | New Markets Tax Credit allocation | $60,000,000 |
| 2019 | New Markets Tax Credit allocation | $65,000,000 |
| 2016 | New Markets Tax Credit allocation | $65,000,000 |
| 2012 | New Markets Tax Credit allocation | $80,000,000 |
| 2010 | New Markets Tax Credit allocation | $35,000,000 |
| 2009 | New Markets Tax Credit allocation | $100,000,000 |
| 2008 | New Markets Tax Credit allocation | $90,000,000 |
| 2006 | New Markets Tax Credit allocation | $37,000,000 |
| 2005 | New Markets Tax Credit allocation | $75,000,000 |
| 2002 | New Markets Tax Credit allocation | $56,000,000 |
These are awards and investments made to the institution itself to build its capital and capacity. They are not loans to borrowers, and an award does not mean the lender has money available for a particular loan today.
Source: CDFI Fund Searchable Awards Database, all 12,628 award records (1996–2025), read 3 Nov 2026. Years are the award round as the database lists it. Matched to the official CDFI list by exact name and state; see the method on the About page.
Other certified CDFIs in Lake Forest and California
- AccessityLoan fund · San Diego, CASmall-business loansVerified
- Accion Opportunity Fund Community DevelopmentLoan fund · San Jose, CAEquipment loans, SBA-backed loans (7(a)/504/Community Advantage), Small-business loansVerified
- AltaOne Federal Credit UnionCredit union · Ridgecrest, CAAuto / vehicle loans, Commercial real estate loans, Credit-builder loans, Equipment loans…Verified
- Altura Credit UnionCredit union · Riverside, CAAuto / vehicle loans, Home mortgages, Personal / consumer loansVerified
- American Nonprofits, Inc.Loan fund · Santa Cruz, CAVerified
- Apoyo Financiero Inc.Loan fund · Concord, CAPersonal / consumer loans, Small-business loansVerified
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CDFI Atlas is not a lender and does not give financial advice. Inclusion is not an endorsement, and lenders have not reviewed or approved these pages. Disclaimer.