Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter Social Security numbers on this form as it may be made public. By law, the IRS
generally cannot redact the information on the form.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
A For the 2013 calendar year, or tax year beginning 01-01-2013 , 2013, and ending 12-31-2013
BCheck if applicable:
CName of organization
LOCAL INITIATIVES SUPPORT CORPORATION
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
501 SEVENTH AVENUE
Suite 7TH FL
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10018
D Employer identification number

13-3030229
E Telephone number

G Gross receipts $ 180,208,036
F Name and address of principal officer:
Michael Rubinger
501 SEVENTH AVENUE
NEW YORK,NY10018
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.LISC.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1979
M State of legal domicile: NY
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: TO ASSIST COMMUNITY RESIDENTS THROUGHOUT URBAN AND RURAL AREAS OF THE UNITED STATES TO TRANSFORM DISTRESSED NEIGHBORHOODS INTO HEALTHY AND SUSTAINABLE COMMUNITIES.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 26
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 24
5 Total number of individuals employed in calendar year 2013 (Part V, line 2a) ...... 5 478
6 Total number of volunteers (estimate if necessary) ............. 6 46
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 277,806
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b -114,610
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 82,114,085 110,906,468
9 Program service revenue (Part VIII, line 2g) ......... 33,181,252 28,842,762
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 2,732,818 1,328,846
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 189,468 248,426
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 118,217,623 141,326,502
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 37,208,438 40,700,156
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 34,386,414 36,309,250
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 164,829 181,477
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet6,678,205    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 31,113,256 44,535,062
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 102,872,937 121,725,945
19 Revenue less expenses. Subtract line 18 from line 12....... 15,344,686 19,600,557
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 429,213,107 446,094,574
21 Total liabilities (Part X, line 26)............. 215,581,114 212,678,889
22 Net assets or fund balances. Subtract line 21 from line 20..... 213,631,993 233,415,685
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2013)
Form 990 (2013)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: LOCAL INITIATIVES SUPPORT CORPORATION (LISC) ASSISTS COMMUNITY RESIDENTS THROUGHOUT URBAN AND RURAL AREAS OF THE UNITED STATES TO TRANSFORM DISTRESSED COMMUNITIES INTO HEALTHY AND SUSTAINABLE COMMUNITIES - GOOD PLACES TO WORK, DO BUSINESS, AND RAISE CHILDREN. LISC CARRIES OUT THIS CHARITABLE PURPOSE BY MARSHALING PUBLIC AND PRIVATE SECTOR RESOURCES TO PROVIDE LOCAL COMMUNITY DEVELOPMENT ORGANIZATIONS (CDC'S) WITH TECHNICAL AND MANAGEMENT ASSISTANCE AND FINANCIAL SUPPORT IN THE FORM OF GRANTS, RECOVERABLE GRANTS, LOANS, LINES OF CREDIT, AND EQUITY INVESTMENTS. LISC IS HELPING BUILD SUSTAINABLE COMMUNITIES BY ACHIEVING FIVE GOALS: EXPANDING INVESTMENT IN HOUSING AND REAL ESTATE; INCREASING FAMILY INCOME AND WEALTH; STIMULATING ECONOMIC DEVELOPMENT; IMPROVING ACCESS TO QUALITY EDUCATION; AND SUPPORTING HEALTHY ENVIRONMENTS AND LIFESTYLES.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 40,700,156 including grants of $ 40,700,156 ) (Revenue $   )
PROJECT GRANTS REPRESENT GRANTS TO COMMUNITY BASED ORGANIZATIONS THROUGHOUT THE COUNTRY TO SUPPORT THEIR EFFORTS TO TRANSFORM DISTRESSED COMMUNITIES. LISC ISSUED GRANTS TO 506 ENTITIES THROUGHOUT THE COUNTRY. PROJECT GRANTS SUPPORTED THE DEVELOPMENT OF AFFORDABLE HOMEOWNERSHIP, RENTAL HOUSING, RETAIL AND COMMUNITY SPACE AND SCHOOLS, AS WELL AS THE CAPACITY BUILDING, OPERATIONS, AND OTHER COMMUNITY DEVELOPMENT ACTIVITIES OF COMMUNITY BASED ORGANIZATIONS.
4b (Code:   ) (Expenses $ 53,613,098 including grants of $   ) (Revenue $ 18,838,239 )
Project development & program services is staff time, travel, PROFESSIONAL SERVICES AND OTHER COSTS REQUIRED TO DEVELOP AND OPERATE PROGRAMS TO SUPPORT COMMUNITY BASED ORGANIZATIONS.
4c (Code:   ) (Expenses $ 7,230,906 including grants of $   ) (Revenue $ 10,005,972 )
LENDING EXPENSES ARE FOR INTEREST AND OTHER EXPENSES ASSOCIATED WITH PROVIDING DEBT FINANCING TO PROJECTS AND PROGRAMS INTENDED TO SUPPORT THE TRANSFORMATION OF DISTRESSED NEIGHBORHOODS AND/OR TO BENEFIT LOW- AND MODERATE-INCOME PERSONS. LISC ISSUED $100M IN LOANS THAT WERE USED TO FINANCE 3,540 UNITS OF AFFORDABLE HOMES AND APARTMENTS; 1,131,277 SQUARE FEET OF NON-RESIDENTIAL PROJECTS; AND 10 SCHOOLS THAT SERVED 4,392 STUDENTS.
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet101,544,160
Form 990 (2013)
Form 990 (2013)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment........................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment........
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,
Part III
Click to see attachment............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment
...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment
...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
Yes
 
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment.........................
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV......... Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IVClick to see attachment
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV... Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions).... Click to see attachment
17
Yes
 
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............ Click to see attachment
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III................... Click to see attachment
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2013)
Form 990 (2013)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II... Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment
22
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?
......................
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I........ Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I................... Click to see attachment
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If so, complete Schedule L, Part II.................... Click to see attachment
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III......... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV .......................... Click to see attachment
28a
Yes
 
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV
..................... Click to see attachment
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV... Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M.............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,
Part I
...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........ Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1........................ Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2... Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
Yes
 
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2013)
Form 990 (2013)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
408
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
478
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?............
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?..........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?.......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note.
See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2013)
Form 990 (2013)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
26
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
24
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
Yes
 
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
Yes
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
Yes
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
AK , CA , CT , DC , FL , IL , IN , KS , MA , MI , MN , MS , NJ , NY , OH , PA , VA , WI
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization:
MediumBulletLILY LIM501 SEVENTH AVENUE 7TH FLOORNEW YORKNY10018 (212) 455-9800
Form 990 (2013)
Form 990 (2013)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII ..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) MICHAEL RUBINGER........................................................................
PRESIDENT & CEO
35.0
.......................0.0
X   X       439,135 0 46,592
(2) GREGORY BELINFANTI........................................................................
DIRECTOR
1.0
.......................0.0
X           0 0 0
(3) KELLY CAFFARELLI........................................................................
DIRECTOR
1.0
.......................0.0
X           0 0 0
(4) LISA CASHIN........................................................................
VICE CHAIR
1.0
.......................0.0
X           0 0 0
(5) AUDREY CHOI........................................................................
DIRECTOR
1.0
.......................0.0
X           0 0 0
(6) LARRY DALE........................................................................
DIRECTOR
1.0
.......................0.0
X           0 0 0
(7) MICHELLE DE LA UZ........................................................................
DIRECTOR
1.0
.......................0.0
X           0 0 0
(8) LISA GLOVER........................................................................
DIRECTOR
1.0
.......................0.0
X           0 0 0
(9) COLVIN W GRANNUM........................................................................
DIRECTOR
1.0
.......................0.0
X           0 0 0
(10) KEVIN JOHNSON........................................................................
DIRECTOR
1.0
.......................0.0
X           0 0 0
(11) LYNETTE JUNG LEE........................................................................
DIRECTOR
1.0
.......................0.0
X           0 0 0
(12) RONALD PHILLIPS........................................................................
DIRECTOR
1.0
.......................0.0
X           0 0 0
(13) ANDREW PLEPPER........................................................................
DIRECTOR
1.0
.......................0.0
X           0 0 0
(14) REY RAMSEY........................................................................
DIRECTOR
1.0
.......................0.0
X           0 0 0
(15) RICHARD RAPSON........................................................................
DIRECTOR
1.0
.......................0.0
X           0 0 0
(16) ROBERT RUBIN........................................................................
CHAIRMAN
1.0
.......................0.0
X           0 0 0
(17) GEORGE WALKER........................................................................
DIRECTOR
1.0
.......................0.0
X           0 0 0
Form 990 (2013)
Form 990 (2013)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) BERNARD WINOGRAD........................................................................
DIRECTOR
1.0
.......................0.0
X           0 0 0
(19) THOMAS ESPINOZA........................................................................
DIRECTOR
1.0
.......................0.0
X           0 0 0
(20) DEAN ESSERMAN........................................................................
DIRECTOR
1.0
.......................0.0
X           0 0 0
(21) KATHY MERCHANT........................................................................
DIRECTOR
1.0
.......................0.0
X           0 0 0
(22) NILDA RUIZ........................................................................
DIRECTOR
1.0
.......................0.0
X           0 0 0
(23) BRANDEE MCHALE........................................................................
DIRECTOR
1.0
.......................0.0
X           0 0 0
(24) MIKE SMITH........................................................................
DIRECTOR
1.0
.......................0.0
X           0 0 0
(25) SALLY DURDAN........................................................................
DIRECTOR
1.0
.......................0.0
X           0 0 0
(26) ELLEN GILLIGAN........................................................................
DIRECTOR
1.0
.......................0.0
X           0 0 0
(27) DENNIS WHITE........................................................................
DIRECTOR
1.0
.......................0.0
X           0   0
(28) FRANCENA BROOKS........................................................................
EXECUTIVE VP OF PROGRAMS
35.0
.......................0.0
    X       241,131 0 42,288
(29) MICHAEL LEVINE........................................................................
EXECUTIVE VP & GENERAL COUNSEL
35.0
.......................0.0
    X       268,843 0 38,410
(30) TOBIN LEVY........................................................................
EXECUTIVE VP & CFO
35.0
.......................0.0
    X       269,496 0 28,071
(31) MATTHEW JOSEPHS........................................................................
SENIOR VICE PRESIDENT
35.0
.......................0.0
    X       189,082 0 42,620
(32) ELISE BALBONI........................................................................
SENIOR VICE PRESIDENT
35.0
.......................0.0
    X       137,434 0 26,063
(33) MARYJO ALLEN........................................................................
SENIOR VICE PRESIDENT
35.0
.......................0.0
    X       189,150 0 31,273
(34) LILY LIM........................................................................
VICE PRESIDENT/CONTROLLER
35.0
.......................0.0
    X       175,177 0 40,041
(35) GREGORY MAHER........................................................................
SENIOR VICE PRESIDENT
35.0
.......................0.0
    X       156,887 0 33,684
(36) RICHARD MANSON........................................................................
VICE PRESIDENT
35.0
.......................0.0
    X       150,480 0 43,435
(37) DENISE ALTAY........................................................................
VICE PRESIDENT
35.0
.......................0.0
    X       176,656 0 35,112
(38) GRETA HARRIS........................................................................
VICE PRESIDENT
35.0
.......................0.0
    X       101,736 0 19,402
(39) ELISE HOBEN........................................................................
VICE PRESIDENT
35.0
.......................0.0
    X       125,280 0 21,285
(40) VINCENT O'DONNELL........................................................................
VICE PRESIDENT
35.0
.......................0.0
    X       116,754 0 12,208
(41) CHARLES VLIEK........................................................................
VICE PRESIDENT
35.0
.......................0.0
    X       152,387 0 16,230
(42) MARGARET SLANE........................................................................
VICE PRESIDENT
35.0
.......................0.0
    X       144,852 0 47,381
(43) CELAYNE HILL........................................................................
VICE PRESIDENT
35.0
.......................0.0
    X       137,553 0 26,026
(44) JOE DIFILIPPI........................................................................
SENIOR VICE PRESIDENT
35.0
.......................0.0
    X       209,379 0 41,816
(45) MARIANO DIAZ........................................................................
VICE PRESIDENT
35.0
.......................0.0
    X       164,298 0 45,165
(46) REENA BHATIA........................................................................
VICE PRESIDENT
35.0
.......................0.0
    X       152,564 0 21,576
(47) ANIKA GOSS-FOSTER........................................................................
VICE PRESIDENT
35.0
.......................0.0
    X       147,647 0 44,045
(48) CONNIE MAX........................................................................
VICE PRESIDENT
35.0
.......................0.0
    X       25,908 0 0
(49) SUZANNE ANARDE........................................................................
VICE PRESIDENT
35.0
.......................0.0
    X       127,479 0 13,667
(50) BARBARA BURNHAM........................................................................
VICE PRESIDENT
35.0
.......................0.0
    X       154,871 0 28,017
(51) COURTNEY BRANKER........................................................................
ASSISTANT TREASURER
35.0
.......................0.0
    X       116,038 0 35,457
(52) MICHAEL TANG........................................................................
VICE PRESIDENT
35.0
.......................0.0
    X       129,872 0 22,815
(53) KEVIN JORDAN........................................................................
SENIOR VICE PRESIDENT
35.0
.......................0.0
    X       160,765 0 50,479
(54) LARRY OAKS........................................................................
VICE PRESIDENT
35.0
.......................0.0
    X       152,588 0 17,175
(55) CHRISTINA TRAVERS........................................................................
VICE PRESIDENT
35.0
.......................0.0
    X       115,622 0 17,205
(56) GERALDINE BAUM........................................................................
SENIOR VICE PRESIDENT
35.0
.......................0.0
    X       186,509 0 30,023
(57) BETH MARCUS........................................................................
SENIOR VICE PRESIDENT
35.0
.......................0.0
    X       161,782 0 45,304
(58) KENNETH PATRICK MAHER........................................................................
VICE PRESIDENT
35.0
.......................0.0
    X       136,210 0 24,664
(59) RICHARD PINNER........................................................................
ASSISTANT SECRETARY
35.0
.......................0.0
    X       111,664 0 21,669
(60) SHAWN LUTHER........................................................................
ASSISTANT SECRETARY
35.0
.......................0.0
    X       113,278 0 16,847
(61) SUSANA VASQUEZ........................................................................
EXECUTIVE DIRECTOR
35.0
.......................0.0
      X     177,468 0 49,107
(62) DENISE NOTICE-SCOTT........................................................................
MANAGING DIRECTOR
35.0
.......................0.0
      X     183,295 0 29,017
(63) JOHN CHRISTOPHER WALKER........................................................................
DIRECTOR
35.0
.......................0.0
        X   160,870 0 47,566
(64) ORAMENTA NEWSOME........................................................................
EXECUTIVE DIRECTOR
35.0
.......................0.0
        X   144,021 0 35,784
(65) COLLETTE WILLIAMS........................................................................
ASSISTANT CONTROLLER
35.0
.......................0.0
        X   146,808 0 34,967
(66) ROBERT VAN METER........................................................................
EXECUTIVE DIRECTOR
35.0
.......................0.0
        X   132,915 0 42,406
(67) JEANNE COLA........................................................................
EXECUTIVE DIRECTOR
35.0
.......................0.0
        X   131,602 0 43,757
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 6,615,486 0 1,308,649
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet94
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
KPMG LLP, 345 PARK AVENUENEW YORKNY10154 AUDIT & TAX SERVICES 451,000
Economic Mobility Corporation, 233 BroadwayNEW YORKNY10279 Assessment 406,906
Robert Weissbourd, 30 West Monroe SteeetCHICAGOIL60603 Program design 262,100
Chaplin Hall Center for Children, 1313 East 60th StreetCHICAGOIL60637 Prg. implementation 175,505
Corporate FACTS, 51248 PLYMOUTH VALLEY DRIVEPLYMOUTHMI48170 Technical Assistance 170,929
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet9
Form 990 (2013)
Form 990 (2013)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d 2,539,000
e Government grants (contributions)1e 39,989,066
f All other contributions, gifts, grants, and
similar amounts not included above
1f
68,378,402
g Noncash contributions included in lines
1a-1f:$
 
h Total. Add lines 1a-1f.......MediumBullet 110,906,468
 Program Service RevenueAmt Business Code
2a EQUITY IN EARNINGS OF AFFILIATES 531390 9,957,415 9,957,415    
b COMMUNITY DEVELOPMENT FEES 531390 7,041,732 6,826,746 214,986  
c INTEREST - COMMUNITY DEVEL. CORP LOANS 531390 7,763,537 7,763,537    
d CONSULTING INCOME 531390 1,013,744 1,013,744    
e CLOSING COSTS & LEGAL FEES - CDP LOANS 531390 1,479,415 1,479,415    
f All other program service revenue . 1,586,919 1,586,919    
g Total. Add lines 2a–2f........MediumBullet 28,842,762
 OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 1,303,895     1,303,895
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0      
5 Royalties...........MediumBullet 0      
(i) Real (ii) Personal
6a Gross rents 248,621  
b Less: rental expenses 185,801  
c Rental income or (loss) 62,820 0
d Net rental income or (loss).......MediumBullet 62,820   62,820  
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 38,161,905 558,779
b Less: cost or other basis and sales expenses 38,128,926 566,807
c Gain or (loss) 32,979 -8,028
d Net gain or (loss)..........MediumBullet 24,951     24,951
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ..
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet 0    
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet 0      
Miscellaneous Revenue Business Code
11a PENSION & THRIFT FORFEITURE 900099 166,000     166,000
b FSA FORFEITURE 900099 8,100     8,100
c RECOVERIES 900099 6,838     6,838
d All other revenue .... 4,668 1,449   3,219
e Total. Add lines 11a–11d ...... MediumBullet 185,606
12 Total revenue. See Instructions......MediumBullet 141,326,502 28,629,225 277,806 1,513,003
Form 990 (2013)
Form 990 (2013)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 40,199,757 40,199,757
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 500,399 500,399
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 0  
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 6,606,782 3,315,944 2,255,850 1,034,988
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 0      
7 Other salaries and wages 21,140,815 14,165,042 4,126,097 2,849,676
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 2,258,751 1,423,013 519,513 316,225
9 Other employee benefits ....... 4,052,359 2,563,640 925,420 563,299
10 Payroll taxes ........... 2,250,543 1,417,842 517,625 315,076
11 Fees for services (non-employees):        
a Management ...... 2,263,503 1,622,010 639,533 1,960
b Legal ......... 1,093,359 973,489 74,514 45,356
c Accounting ........... 487,100   487,100  
d Lobbying ........... 171,852 108,267 39,526 24,059
e Professional fundraising services. See Part IV, line 17 181,477 181,477
f Investment management fees ...... 169,600   169,600  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 7,902,828 7,902,828    
12 Advertising and promotion .... 105,511 31,271 67,291 6,949
13 Office expenses ....... 1,356,642 854,750 311,987 189,905
14 Information technology ...... 694,603 439,034 158,867 96,702
15 Royalties .. 0      
16 Occupancy ........... 3,739,878 2,471,624 725,567 542,687
17 Travel ............ 1,667,059 1,050,247 383,424 233,388
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 680,493 432,114 154,398 93,981
20 Interest ........... 4,948,043 4,948,043    
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization ..... 320,939 200,848 75,458 44,633
23 Insurance .............. 1,263,227 4,739 1,258,488  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a MOLD REMEDIATION 13,479,421 13,479,421    
b PROVISION FOR LOANS ON RECEIV. 1,268,775 1,268,775    
c PROV. FOR RECOVERABLE GRANTS 905,688 905,688    
d CONTRACTED OVERHEAD 362,856 39,889 314,103 8,864
e All other expenses 1,653,685 1,225,486 299,219 128,980
25 Total functional expenses. Add lines 1 through 24e 121,725,945 101,544,160 13,503,580 6,678,205
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2013)
Form 990 (2013)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ............. 1,870,839 1 4,867,647
2 Savings and temporary cash investments ......... 65,370,015 2 52,445,370
3 Pledges and grants receivable, net ........... 26,330,518 3 26,811,423
4 Accounts receivable, net ............. 17,105,933 4 23,706,250
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
0 6 0
7 Notes and loans receivable, net ............. 0 7 0
8 Inventories for sale or use .............. 0 8 0
9 Prepaid expenses and deferred charges .......... 749,637 9 3,389,761
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 7,844,342
b Less: accumulated depreciation ..... 10b 2,701,753 5,986,771 10c 5,142,589
11 Investments—publicly traded securities .......... 115,747,371 11 111,151,937
12 Investments—other securities. See Part IV, line 11 ..... 15,449,202 12 15,510,440
13 Investments—program-related. See Part IV, line 11 ..... 119,158,886 13 137,473,490
14 Intangible assets ............... 0 14 0
15 Other assets. See Part IV, line 11 ........... 61,443,935 15 65,595,667
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 429,213,107 16 446,094,574
Liabilities 17 Accounts payable and accrued expenses ......... 17,974,863 17 17,025,232
18 Grants payable ................. 22,732,796 18 24,154,236
19 Deferred revenue ................ 72,848 19 75,569
20 Tax-exempt bond liabilities ............. 0 20 0
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 0 21 0
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L.......... 0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 10,495,311 23 12,504,263
24 Unsecured notes and loans payable to unrelated third parties .... 163,291,457 24 157,738,892
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 1,013,839 25 1,180,697
26 Total liabilities. Add lines 17 through 25......... 215,581,114 26 212,678,889
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 89,625,368 27 95,211,918
28 Temporarily restricted net assets ........... 124,006,625 28 138,203,767
29 Permanently restricted net assets ........... 0 29 0
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 213,631,993 33 233,415,685
34 Total liabilities and net assets/fund balances ........ 429,213,107 34 446,094,574
Form 990 (2013)
Form 990 (2013)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
141,326,502
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
121,725,945
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
19,600,557
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
213,631,993
5
Net unrealized gains (losses) on investments ...............
5
183,135
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
 
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
233,415,685
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2013)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID:  
Software Version:  
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
LOCAL INITIATIVES SUPPORT CORPORATION
 
Employer identification number

13-3030229
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization? ................
11g(i)
 
No
(ii) A family member of a person described in (i) above? ......................
11g(ii)
 
No
(iii) A 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
No
h
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) (iv) Is the organization in col. (i) listed in your governing document? (v) Did you notify the organization in col. (i) of your support? (vi) Is the organization in col. (i) organized in the U.S.? (vii) Amount of monetary support
Yes No Yes No Yes No
Total  

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 86,866,011 75,715,768 103,308,901 82,064,085 110,906,468 458,861,233
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......           0
3 The value of services or facilities furnished by a governmental unit to the organization without charge..           0
4 Total. Add lines 1 through 3 86,866,011 75,715,768 103,308,901 82,064,085 110,906,468 458,861,233
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. 30,523,779
6 Public support. Subtract line 5 from line 4. 428,337,454
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
7 Amounts from line 4.. 86,866,011 75,715,768 103,308,901 82,064,085 110,906,468 458,861,233
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 2,132,093 1,861,551 1,950,621 2,268,948 1,552,516 9,765,729
9 Net income from unrelated business activities, whether or not the business is regularly carried on.. 0 0 0 0 0 0
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.).. 988,664 412,467 627,625 154,904 185,606 2,369,266
11 Total support (Add lines 7 through 10). 470,996,228
12
12
153,180,432
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization, check this box and stop here.................................................right arrow
Section C. Computation of Public Support Percentage
14
14
90.943 %
15
15
88.711 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Name of the organization
LOCAL INITIATIVES SUPPORT CORPORATION
 
Employer identification number

13-3030229
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......................... Arrow Bullet $  
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 2
Name of organization
LOCAL INITIATIVES SUPPORT CORPORATION
 
Employer identification number

13-3030229
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
RESTRICTED
RESTRICTED
 

   
RESTRICTED
RESTRICTED
RESTRICTED, RESTRICTEDRESTRICTED

$RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 3
Name of organization
LOCAL INITIATIVES SUPPORT CORPORATION
 
Employer identification number

13-3030229
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 4
Name of organization
LOCAL INITIATIVES SUPPORT CORPORATION
 
Employer identification number

13-3030229
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  

Use duplicate copies of Part III if additional space is needed.
(a) No.
from
Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd Bullet See separate instructions.SchCMd Bullet Information about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
If the organization answered "Yes" to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, Part V, line 35c (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
LOCAL INITIATIVES SUPPORT CORPORATION
 
Employer identification number

13-3030229
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ...................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.










For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2013

Schedule C (Form 990 or 990-EZ) 2013
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.)
(a) Filing
organization's
totals
(b) Affiliated group
totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ...... 147,758 147,758
b Total lobbying expenditures to influence a legislative body (direct lobbying) ....... 491,772 491,772
c Total lobbying expenditures (add lines 1a and 1b) ................... 639,530 639,530
d Other exempt purpose expenditures ........................ 121,086,415 121,086,415
e Total exempt purpose expenditures (add lines 1c and 1d) ............... 121,725,945 121,725,945
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.
1,000,000 1,000,000
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) ................. 250,000 250,000
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in)
(a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) Total
2a Lobbying nontaxable amount 1,000,000 1,000,000 1,000,000 1,000,000 4,000,000
b Lobbying ceiling amount
(150% of line 2a, column(e))
6,000,000
c Total lobbying expenditures 575,534 638,681 512,477 639,530 2,366,222
d Grassroots nontaxable amount 250,000 250,000 250,000 250,000 1,000,000
e Grassroots ceiling amount
(150% of line 2d, column (e))
1,500,000
f Grassroots lobbying expenditures 156,615 190,941 146,752 147,758 642,066
Schedule C (Form 990 or 990-EZ) 2013


Schedule C (Form 990 or 990-EZ) 2013
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
No
Yes
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
 
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
 
 
c
Media advertisements? ....................................
 
 
 
d
Mailings to members, legislators, or the public? .........................
 
 
 
e
Publications, or published or broadcast statements? .......................
 
 
 
f
Grants to other organizations for lobbying purposes? .......................
 
 
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
 
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
 
 
i
Other activities? ..........................
 
 
 
j
Total. Add lines 1c through 1i ...............................
 
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
 
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ............................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, line 2; and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C (Form 990 or 990EZ) 2013

Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions. SchDMd Bullet Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
LOCAL INITIATIVES SUPPORT CORPORATION
 
Employer identification number

13-3030229
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) .....    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance ....          
b Contributions ........          
c Net investment earnings, gains, and losses          
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........
         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Temporarily restricted endowment SchDMd Bullet  
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
 
(ii) related organizations ........................
3a(ii)
 
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land ................. 2,622,566 0 2,622,566
b Buildings ................        
c Leasehold improvements ............   4,072,500 2,459,732 1,612,768
d Equipment ................   119,644 6,334 113,310
e Other .................   1,029,632 235,687 793,945
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 5,142,589
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)
(b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) LOANS TO COMMUNITY 137,473,490 C








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet 137,473,490
Part IX
Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1) ACCRUED INTEREST RECEIVABLE 1,042,051
(2) DUE FROM AFFILIATES 1,991,703
(3) SPONSORED PROJECTS 5,429,362
(4) OTHER ASSETS 66,226
(5) INVESTMENT IN AFFILIATES 52,365,401
(6) OTHER RECEIVABLES 1,418,528
(7) FEE RECEIVABLE 1,092,905
(8) NOTE RECEIVABLE 729,411
(9) VALUE OF INVESTMENT SWAP AGRMT 31,080
(10) Guarantee 1,429,000
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 65,595,667
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes 0
DUE TO AFFILIATES 1,180,697








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 1,180,697
2. Liability for uncertain tax positions In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII ..................................................
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 123,948,810
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a 183,135
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d 185,801
e Add lines 2a through 2d ..................... 2e 368,936
3 Subtract line 2e from line 1..................... 3 123,579,874
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b 17,746,628
c Add lines 4a and 4b....................... 4c 17,746,628
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 141,326,502
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 104,165,119
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d 185,801
e Add lines 2a through 2d...................... 2e 185,801
3 Subtract line 2e from line 1..................... 3 103,979,318
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b 17,746,627
c Add lines 4a and 4b....................... 4c 17,746,627
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 121,725,945
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
SCHEDULE D, PART X, LINE 2 THE ORGANIZATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. INCOME GENERATED FROM ACTIVITIES UNRELATED TO THE ORGANIZATION'S EXEMPT PURPOSE IS SUBJECT TO TAX UNDER INTERNAL REVENUE CODE SECTION 511. THE ORGANIZATION GENERATED UNRELATED BUSINESS TAXABLE INCOME FOR THE YEAR ENDED DECEMBER 31, 2013.
SUPPLEMENTAL INFORMATION 2 SCHEDULE D, PART XI, LINE 2D RECLASSIFICATION OF RENTAL EXPENSES 185,801 SCHEDULE D, PART XI, LINE 4B LINE 4B CONSISTS OF REVENUE TOTALING $ FROM THE FOLLOWING LIMITED LIABILITY COMPANIES. LISC IS THE SOLE MEMBER OF EACH LLC AND CONSOLIDATES THESE ENTITIES ON ITS FORM 990 BUT NOT IN ITS STAND-ALONE FINANCIAL STATEMENTS (SEE SCHEDULE R). NEW MARKETS SUPPORT COMPANY, LLC = $7,767,178 LISC LOUISIANA LOAN FUND, LLC = $92,184 LISC COOK COUNTY HOUSING PRESERVATION LLC = $16,528 Neighborhood Revitalization NYC LLC = $14,656,258 NEIGHBORHOOD PROPERTIES, LLC = $167,033 REDUCTION IN REVENUE DUE TO ELIMINATION ENTRIES FROM TRANSACTIONS AMONG DISREGARDED ENTITIES = $(4,952,553) TOTAL = $17,746,628
SUPPLEMENTAL INFORMATION 3 SCHEDULE D, PART XII, LINE 2D RECLASSIFICATION OF RENTAL EXPENSES $185,801 SCHEDULE D, PART XII, LINE 4B LINE 4B CONSISTS OF EXPENSES TOTALING $ FROM THE FOLLOWING LIMITED LIABILITY COMPANIES. LISC IS THE SOLE MEMBER OF EACH LLC AND CONSOLIDATES THESE ENTITIES ON ITS FORM 990 BUT NOT IN ITS STAND-ALONE FINANCIAL STATEMENTS (SEE SCHEDULE R). NEW MARKETS SUPPORT COMPANY, LLC = $7,525,035 LISC LOUISIANA LOAN FUND, LLC = $20,447 LISC COOK COUNTY HOUSING PRESERVATION LLC = $51,802 Neighborhood Revitalization NYC LLC = $14,655,758 NEIGHBORHOOD PROPERTIES, LLC = $418,054 REDUCTION IN REVENUE DUE TO ELIMINATION ENTRIES FROM TRANSACTIONS AMONG DISREGARDED ENTITIES = $(4,924,469) TOTAL = $17,746,627
Schedule D (Form 990) 2013

Additional Data


Software ID:  
Software Version:  




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.Right pointing arrow large image Information about Schedule F (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
LOCAL INITIATIVES SUPPORT CORPORATION
 
Employer identification number

13-3030229
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 14b.
1
For grantmakers.Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? ...............................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region
(f) Total expenditures
for and investments
in region
Central America and the Caribbean     Investments   5,166,628
Europe (Including Iceland and Greenland)     Investments   5,320,602
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total .....     10,487,230
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b)     10,487,230
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2013
Schedule F (Form 990) 2013
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)
(c) Region (d) Purpose of
grant
(e) Amount of
cash grant
(f) Manner of
cash
disbursement
(g) Amount
of non-cash
assistance
(h) Description
of non-cash
assistance
(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter ....MediumBullet
 
3
Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2013
Schedule F (Form 990) 2013Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant
(e) Manner of cash
disbursement
(f) Amount of
non-cash
assistance
(g) Description
of non-cash
assistance
(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2013
Schedule F (Form 990) 2013
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes,"the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926)......................................
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A).......................................
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621)...............................................
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships. (see Instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see Instructions for Form 5713)................................................
Schedule F (Form 990) 2013
Schedule F (Form 990) 2013
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
ReturnReference Explanation
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2013
Additional Data


Software ID:  
Software Version:  



SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ. right arrowSee separate instructions.
right arrowInformation about Schedule G (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
LOCAL INITIATIVES SUPPORT CORPORATION
 
Employer identification number

13-3030229
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.
(i) Name and address of individual
or entity (fundraiser)
(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity
(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i)
(vi) Amount paid to
(or retained by)
organization
Yes No
National Community Development Serv Fundraising campaign   No   15,000  
David Pierson Fundraising Plan   No   7,187  
Deborah Marotta Schwan Consu Grant Writing   No   24,188  
Draper Consulting Group Fundraising Plan   No   22,786  
Linda Lanier Fundraising Plan   No   19,625  
Susan Webber Fundraising Plan   No   15,719  
Martha Bernicker Fundraising research   No   12,500  
The Final Draft Writing Serv Grant Writing   No   40,008  
Marilynn McAteer Fundraising Plan   No   5,000  
             
Total .................right arrow   162,013  
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
AZ, AR, CA, CT, DC, FL, IL, IN, KS, KY, LA, MA, MI, MN, MS, MO, NJ, NY, OH, PA, RI, TX, VA, WI
For Paperwork Reduction Act Notice, see the Instructions for Form 990or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2013
Schedule G (Form 990 or 990-EZ) 2013
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.
(a) Event #1

 
(event type)
(b) Event #2

 
(event type)
(c) Other events

 
(total number)
(d) Total events
(add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . .        
2 Less: Contributions . .        
3 Gross income (line 1
minus line 2) . . .
       
VerticalDirectExpenses 4 Cash prizes . . .        
5 Noncash prizes . .        
6 Rent/facility costs . .        
7 Food and beverages .        
8 Entertainment . . .        
9 Other direct expenses .        
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow  
11 Net income summary. Subtract line 10 from line 3, column (d)........... right arrow  
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo
(c) Other gaming (d) Total gaming (add col.(a) through col.(c))
1 Gross revenue . . . .        
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .        
6 Volunteer labor . . .
%
%
%
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow  
8 Net gaming income summary. Subtract line 7 from line 1, column (d) ......... right arrow  
9
Enter the state(s) in which the organization operates gaming activities:
a
Is the organization licensed to operate gaming activities in each of these states? ............
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," explain:
 
Schedule G (Form 990 or 990-EZ) 2013
Schedule G (Form 990 or 990-EZ) 2013
Page 3
11
Does the organization operate gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ..........................
13
Indicate the percentage of gaming activity operated in:
a
The organization's facility ......................
13a
%
b
An outside facility ........................
13b
%
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v), and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also complete this part to provide any additional information (see instructions).
Return Reference Explanation
Schedule G (Form 990 or 990-EZ) 2013
Additional Data


Software ID:  
Software Version:  
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
LOCAL INITIATIVES SUPPORT CORPORATION
 
Employer identification number
13-3030229
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government
(b) EIN (c) IRC Code section
if applicable
(d) Amount of cash grant (e) Amount of non-cash
assistance
(f) Method of valuation
(book, FMV, appraisal,
other)
(g) Description of
non-cash assistance
(h) Purpose of grant
or assistance
(1) AAFE Community Devlopment
111 Division Street
New York,NY10002
13-4103352 501(c)(3) 213,000       See Part IV
(2) Academy of Hope
601 Edgewood Street
Washington,DC20017
52-1730021 501(c)(3) 15,000       See Part IV
(3) A Community of Friends
3701 Wilshire Blvd
Suite 700
Los Angeles,CA90010
95-4203106 501(c)(3) 40,000       See Part IV
(4) Action for Boston Community
178 Tremont Street
Boston,MA02111
04-2304133 501(c)(3) 148,313       See Part IV
(5) ACTS Community Development Corporation
St Michaels Church
Milwaukee,WI53205
39-1837474 501(c)(3) 40,000       See Part IV
(6) Adams Brown Counties Economic
406 West Plum Street
Georgetown,OH45121
31-0710683 501(c)(3) 35,000       See Part IV
(7) Aeon Homes
901 North 3rd Street
Suite 150
Minneapolis,MN55401
41-1558711 501(c)(3) 125,000       See Part IV
(8) Alliance for Multicultural Community Svcs
6440 Hillcroft
Suite 411
Houston,TX77081
76-0171217 501(c)(3) 133,000       See Part IV
(9) American Indian Community Dvlp Corporation
1508 E Franklin Ave
Minneapolis,MN55404
41-1716667 501(c)(3) 62,500       See Part IV
(10) Anmherst H Wilder Foundation
451 Lexington Parkway N
St Paul,MN55104
41-0693889 501(c)(3) 6,000       See Part IV
(11) Amos House
PO Box 72873
Providence,RI02907
05-0387218 501(c)(3) 192,642       See Part IV
(12) Arkansas Coalition of Hsg & Nghborhood Hsg for Em
PO Box 3615
Little Rock,AR72202
20-4812245 501(c)(3) 10,000       See Part IV
(13) Asian Americans For Equality
108 Norfolk Street
New York,NY10002
13-3187792 501(c)(3) 75,000       See Part IV
(14) Asociacion De Puertorriquenos
4301 Rising Sun Ave
Philadelphia,PA19140
23-1930630 501(c)(3) 293,576       See Part IV
(15) Astella Development Corp
1618 Mermaid Avenue
Brooklyn,NY11224
11-2458675 501(c)(3) 120,000       See Part IV
(16) Atlas Performing Arts Center
1333 H Street NE
Washington,DC20002
52-2358563 501(c)(3) 15,000       See Part IV
(17) Aurora Family Service Inc
3200 W Highland Blvd
Milwaukee,WI53208
39-0806174 501(c)(3) 15,000       See Part IV
(18) AuroraSt Anthony Neighborhood dvlp Corp
774 University Ave W
St Paul,MN55104
41-1432372 501(c)(3) 102,075       See Part IV
(19) Austin Coming Together
5049 W Harrision Street
Chicago,IL60604
45-0920919 501(c)(3) 69,000       See Part IV
(20) Avenue Community Development Corporation
2505 Washington Ave
Houston,TX77007
76-0380602 501(c)(3) 446,887       See Part IV
(21) Avondale Comprehensive Dvlpmt
3494 Reading Road
Suite A
Cincinnati,OH45229
45-2412695 501(c)(3) 293,235       See Part IV
(22) Back of the Yards Neighborhood Council
1751 W 47th Street
Chicago,IL60609
36-2079600 501(c)(3) 116,177       See Part IV
(23) Baltimore Curriculum Project
2707 E Fayette Street
Baltimore,MD21227
52-1961406 501(c)(3) 200,000       See Part IV
(24) BAME Renaissance Community Dvlp Corporation
3085 K Street
San Diego,CA92102
33-0677938 501(c)(3) 67,118       See Part IV
(25) Banana Kelly Community Improvement
863 Prospect Avenue
Bronx,NY10459
13-2934000 501(c)(3) 89,500       See Part IV
(26) Bay Area Community Resources
171 Carlos Drive
San Rafael,CA94903
94-2346815 501(c)(3) 114,642       See Part IV
(27) Bayside Community Center
2202 Comstock Street
Suite 100
San Diego,CA92111
95-1652902 501(c)(3) 50,000       See Part IV
(28) Beacon Interfaith Housing Collaborative
2610 University Ave W
Suite 100
St Paul,MN55114
41-1953599 501(c)(3) 55,000       See Part IV
(29) Bedford Stuyvesant Restoration Corporation
276 Fifth Avenue
New York,NY10001
11-6083182 501(c)(3) 211,500       See Part IV
(30) Belmont Housing Resources of WYN
1195 Main Street
Buffalo,NY14209
16-1080227 501(c)(3) 54,500       See Part IV
(31) Better Housing Coalition
23 West Broad Street
Suite 100
Richmond,VA23220
54-1479059 501(c)(3) 125,000       See Part IV
(32) Beulah Land Development Corp
772 Orchard Street
New Haven,CT06511
06-1419774 501(c)(3) 40,000       See Part IV
(33) Bickerdike Redevelopment Corporation
2550 West North Avenue
Chicago,IL60647
23-7087890 501(c)(3) 200,000       See Part IV
(34) Blue Hills Community Services
3101 Broadway
Kansas City,MO64111
51-0141323 501(c)(3) 124,789       See Part IV
(35) Board of Trustees of the Univ Of Illinois
809 South Marshfield Ave M/C 551
Chicago,IL60612
37-6000511 501(c)(3) 145,000       See Part IV
(36) Boys & Girls Club of Greater Peoria
806 E Kansas Street
Peoria,IL80204
37-0800010 501(c)(3) 20,000       See Part IV
(37) Boys & Girls Club of Metro Denver
2017 West 9th Avenue
Denver,CO33313
84-0510404 501(c)(3) 50,000       See Part IV
(38) Boys & Girls Club of Miami-Dade Inc
2805 SW 32 Ave
Miami,FL33313
59-0879227 501(c)(3) 200,000       See Part IV
(39) Boys & Girls Club of the East Valley
1405 E Guadalupe Road
Suite 4
Tempe,AZ85283
86-0550646 501(c)(3) 200,000       See Part IV
(40) Boys & Girls Club of Greater Kalamazoo
915 Lake Street
Kalamazoo,MI49001
38-1627080 501(c)(3) 8,800       See Part IV
(41) Boys Girls Adult Community
Highway 49 Bldg 306
Marvell,AZ72366
71-0540330 501(c)(3) 67,308       See Part IV
(42) Breakthrough Urban Ministries
402 N St Louis Ave
Chicago,IL60624
36-3810926 501(c)(3) 64,200       See Part IV
(43) Bridgeport Neighborhood Trust
240 Fairfield Avenue
3rd Flr
Bridgeport,CT06604
22-2809353 501(c)(3) 79,900       See Part IV
(44) Brighton Center Inc
741 Central Ave
Suite 1802
Newport,KY41072
61-0673886 501(c)(3) 145,000       See Part IV
(45) Brighton Neighborhood Assoc
1002 Brighton Beach Ave
Brooklyn,NY11223
11-2435523 501(c)(3) 75,000       See Part IV
(46) Brighton Park Neighborhood Council
4477 S Archer Avenue
Chicago,IL60632
36-4229387 501(c)(3) 200,000       See Part IV
(47) Build Wealth MN Inc
2100 Plymouth Ave N - 104
Minneapolis,MN55411
25-1918239 501(c)(3) 7,500       See Part IV
(48) Build Inc
5100 W Harrison Street
Chicago,IL60644
23-7022085 501(c)(3) 7,500       See Part IV
(49) Building Bridges Across The River
1901 Mississippi Ave
Washington,DC20020
52-2013526 501(c)(3) 100,000       See Part IV
(50) Burleigh Street Community Devlpmt
4630 West Burleigh St
Suite H
Milwaukee,WI53210
39-1980202 501(c)(3) 10,100       See Part IV
(51) Cabrillo Economic Development Corp
702 County Square Drive
Ventura,CA93003
95-3681521 501(c)(3) 35,000       See Part IV
(52) Capitol Hill Housing Improvement Program
1406 10th Ave
Seattle,WA98122
91-0979968 Government 26,896       See Part IV
(53) Catalytic Development Funding Corp
50 E RiverCenter Blvd
Covington,KY41011
26-3389252 501(c)(3) 114,000       See Part IV
(54) Catholic Bishop of Chicago-StSabina Employ
7909 S Racine Avenue
Chicago,IL60620
36-2171123 501(c)(3) 121,514       See Part IV
(55) Catholic Family Services
1819 Gull Road
Kalamazoo,MI49048
38-2072348 501(c)(3) 20,000       See Part IV
(56) Center for Changing Lives
3051 W Armitage Ave
Chicago,IL60647
36-3731388 501(c)(3) 65,212       See Part IV
(57) Center for Great Neighborhoods of Covington
1650 Russell Street
Covington,KY41011
61-0733046 501(c)(3) 283,493       See Part IV
(58) Center for Rural Strategies
46 East Main Street
Whitesburg,KY41858
61-1379952 501(c)(3) 10,000       See Part IV
(59) CenterSpace Inc
Avant Bldg 200 DE Ave
Buffalo,NY14202
46-0526955 501(c)(3) 23,300       See Part IV
(60) Central Detroit Christian CDC
8840 Second Avenue
Detroit,MI48202
38-3128822 501(c)(3) 46,000       See Part IV
(61) Central Missouri Community Action
807-B No Providence rd
Columbia,MO65203
43-0835026 501(c)(3) 35,000       See Part IV
(62) Central States SER-Jobs for Progress
3948 West 26th Street
Chicago,IL60623
36-1211270 501(c)(3) 183,212       See Part IV
(63) Centro de Salud y Esperanza
2001 S California Ave
Suite 100
Chicago,IL60608
32-0115907 501(c)(3) 145,000       See Part IV
(64) Chicago Chinatown Chamber of Comm
2169B S China Place
Chicago,IL60616
36-3247060 C Corp 9,500       See Part IV
(65) Chicago Commons Assoc
515 East 50th Street
Chicago,IL60615
36-2169136 501(c)(3) 194,392       See Part IV
(66) Chicago Men In Action
PO Box 10738
Chicago,IL60610
27-1060296 501(c)(3) 7,420       See Part IV
(67) Chicago Neighborhood Initiatives
1000 E 111th Street
Chicago,IL60628
27-1832686 501(c)(3) 67,391       See Part IV
(68) Chicago Rehab Network
53 W Jackson St
Chicago,IL60604
36-2928136 501(c)(3) 25,000       See Part IV
(69) Chinatown Community Development Center
1525 Grant Ave
San Francisco,CA94133
94-2514053 501(c)(3) 135,875       See Part IV
(70) Chinese Community Center
9800 Town Park Drive
Houston,TX77036
76-0067885 501(c)(3) 56,682       See Part IV
(71) Christian Activities Council
47 Vine Street
Hartford,CT06112
06-0689693 501(c)(3) 104,600       See Part IV
(72) Church Community Housing Corporation
50 Washington Square
Newport,RI02840
05-0343709 501(c)(3) 60,000       See Part IV
(73) CHWC Inc
2 South 14th Street
Kansas City,KS66102
48-0934993 501(c)(3) 96,824       See Part IV
(74) Cincinnati Works
708 Walnut Street
Cincinnati,OH45202
31-1656186 501(c)(3) 100,000       See Part IV
(75) Citizens Housing & Planning Council
42 Broadway
New York,NY10004
13-1782468 501(c)(3) 7,250       See Part IV
(76) City of Attleboro
100 Rathburn Willard Drive
Attleboro,MA02793
04-6001378 Government 200,000       See Part IV
(77) City of Kalamazoo
150 E Crosstown Pkwy
Suite A
Kalamazoo,MI49001
38-6004627 Government 10,500       See Part IV
(78) City School Dist of the City of Niagara Falls
4455 Porter Road
Niagara Falls,NY14305
16-6001929 Government 200,000       See Part IV
(79) City Vision Inc
726 Armstrong Ave
Kansas City,KS66101
48-1123337 501(c)(3) 31,000       See Part IV
(80) Clara White Mission Inc
613 West Ashley St
Jacksonville,FL33202
59-6002104 501(c)(3) 38,001       See Part IV
(81) Claretian Associates
9108 S Brandon Avenue
Suite 102
Chicago,IL60617
36-4087259 501(c)(3) 149,500       See Part IV
(82) Cloudbreak LLC
4640 Main Street
Suite 120
Houston,TX77002
14-1876177 LLC 500,000       See Part IV
(83) Coalition for Nonprofit Housing & Economic dvlp
1432 U Street NW
Washington,DC20009
52-1750323 501(c)(3) 5,192       See Part IV
(84) Coalition for Responsible Community Dvlp
3101 South Grand Ave
Los Angeles,CA90007
20-2445113 501(c)(3) 20,965       See Part IV
(85) Codman Square Neighborhood Development Corp
587 Washington Street
Dorchester,MA02124
04-2752507 501(c)(3) 185,200       See Part IV
(86) Collaborative for Children
1111 North Loop West
Suite 600
Houston,TX77008
76-0228065 501(c)(3) 5,350       See Part IV
(87) Common Ground Inc
1034 East Ogden Ave
Milwaukee,WI53202
20-1545635 501(c)(3) 300,000       See Part IV
(88) Common Place Inc
514 S Shelley Street
Peoria,IL61605
37-0918811 501(c)(3) 23,597       See Part IV
(89) CommonBond Communities
328 W Kellogg Blvd
St Paul,MN55102
41-1260469 501(c)(3) 158,928       See Part IV
(90) Communidades Latinas Unidas En Servicio
797 East 7th Street
St Paul,MN55106
41-1386986 501(c)(3) 140,290       See Part IV
(91) Communities First Inc
310 E Third Street
6th Floor
Flint,MI48502
27-3600343 501(c)(3) 25,000       See Part IV
(92) Community Action Duluth
2424 W 5th Street
Suite 102
Duluth,MN55806
41-1410670 501(c)(3) 223,742       See Part IV
(93) Community Coalition for Substance Abuse
8101 S Vermont Ave
Suite 203
Los Angeles,CA90044
95-4298811 501(c)(3) 30,000       See Part IV
(94) Community Counseling Centers
4740 N Clark
Chicago,IL60604
23-7115384 501(c)(3) 9,000       See Part IV
(95) Communty Design Collaborative
1216 Arch Street
1st Floor
Philadelphia,PA19107
23-2835435 501(c)(3) 25,000       See Part IV
(96) Community Economic Develoment
1118 S Washington Ave
Lansing,MI48910
38-3445097 501(c)(3) 48,250       See Part IV
(97) Community Housing Dvlpmt Of North Richmond
1535-A Fred Jackson Way
Richmond,CA94801
68-0235719 501(c)(3) 37,222       See Part IV
(98) Community Housing Improvement
1001 Willow Street
Chico,CA95928
94-2223398 501(c)(3) 30,500       See Part IV
(99) Community Housing Works
4305 University Ave
San Diego,CA92105
33-0317950 501(c)(3) 20,000       See Part IV
(100) Community of Hope Inc
1717 MA Ave NW
Washington,DC20036
52-1184749 501(c)(3) 25,000       See Part IV
(101) Community Partners
1000 N Alameda St
Los Angeles,CA90012
95-4302067 501(c)(3) 15,000       See Part IV
(102) Community Stabilization Project
501 N Dale Street
St Paul,MN55104
41-1729493 501(c)(3) 22,500       See Part IV
(103) Community Works Rhode Island
693 Broad Street
Suite 2200
Providence,RI02907
05-0376759 501(c)(3) 40,000       See Part IV
(104) Compass Housing Alliance
77 South Washington St
Seattle,WA98104
91-0578229 501(c)(3) 30,000       See Part IV
(105) Concern for Independent Living
312 Expressway Drive South
G3
Medford,NY11763
23-7259687 501(c)(3) 85,000       See Part IV
(106) Contra Costa Regional Health Foundation
50 Douglas drive 310A
Suite 1650
Martinez,CA94553
20-0555977 501(c)(3) 7,900       See Part IV
(107) Corridor Plaza LLC
1625 Energy Park Drive
Suite 100
St Paul,MN55108
26-2731722 LLC 10,000       See Part IV
(108) Crittenton Centers
442 W John H Gwynn Jr Ave
Suite 460
Peoria,IL61605
37-0661506 501(c)(3) 20,000       See Part IV
(109) Crooked Creek CDC
7003B N Michigan RD
Indianapolis,IN46268
35-2110841 501(c)(3) 23,362       See Part IV
(110) Cypress Hills Local Development Corporation
625 Jamaica Avenue
G3
Brooklyn,NY11208
11-2683663 501(c)(3) 362,145       See Part IV
(111) Dane CountyTimebank Inc
1202 Williamson Street
Madison,WI53703
20-3307122 501(c)(3) 15,000       See Part IV
(112) Dayton's Bluff Neighborhood Housing
823 East Seventh Street
Suite 1650
St Paul,MN55106
41-1386097 501(c)(3) 50,000       See Part IV
(113) DC Parkside-Keniworth Promise NBRHD Inc
709 12th Street SE
Suite 201
Washington,DC20003
27-0675043 501(c)(3) 102,500       See Part IV
(114) Delta Community Dvlpmt & Law Ctr
10515 West Markham
Suite K8
Little Rock,AR72205
27-0598497 501(c)(3) 32,000       See Part IV
(115) Delta Housing Development Corp
325 Highway 82 E
Suite 460
Indianola,MS38751
64-0508153 501(c)(3) 16,500       See Part IV
(116) DePaul University
1 E Jackson Blvd C-111
Chicago,IL60604
36-2167048 501(c)(3) 18,979       See Part IV
(117) Desert Mission Neighborhood Renewal
9201 N 5th Street
Phoenix,AZ85020
86-0746598 501(c)(3) 19,850       See Part IV
(118) Detroit Land Bank Authority
65 Cadillac Square
Suite 3200
Detroit,MI48226
27-1170869 Government 20,000       See Part IV
(119) Dining Dialog Inc
1260 Iroquois Ave
Suite 202
Naperville,IL60563
61-1615174 C Corp 11,906       See Part IV
(120) District of Columbia Grassroot Emplowerment Proj
1419 V Streey NW
Suite 200
Washington,DC20009
27-2623232 501(c)(3) 8,000       See Part IV
(121) Douglass Community Assoc
1000 W Paterson St
Kalamazoo,MI49007
38-1359200 501(c)(3) 140,000       See Part IV
(122) Downtown Streets Inc
1671 The Alameda
Suite 306
San Jose,CA95126
20-5242330 501(c)(3) 15,000       See Part IV
(123) Downtown Tomorrow Inc
141 East Michigan St
Suite 501
Kalamazoo,MI49007
38-2513286 501(c)(3) 18,000       See Part IV
(124) Duos LLC
2960 N Meridian St
Indianapolis,IN46208
27-3910458 LLC 15,000       See Part IV
(125) Earth Island Institute
2150 Allison Way
Suite 460
Berkeley,CA94704
94-2889694 501(c)(3) 5,500       See Part IV
(126) East 10th Street Civic Association
2236 East 10th St
Indianapolis,IN46201
14-1857868 501(c)(3) 27,721       See Part IV
(127) East Bay Asian Local Development Corp
310 8th Street
G3
Oakland,CA94607
51-0171851 501(c)(3) 90,000       See Part IV
(128) East Bay Asian Youth Center
2025 East 12th St
Oakland,CA94606
94-2925799 501(c)(3) 171,935       See Part IV
(129) East Bay Center for the Performing Arts
339 11th Street
Richmond,CA94801
94-1692171 501(c)(3) 8,934       See Part IV
(130) East Bay Community Action Program
19 Broadway
Suite B
Newport,RI02840
05-0310024 501(c)(3) 5,134       See Part IV
(131) East Bluff Neighborhood Hsg Svces
1839 N Wisconsin Ave
Suite 710
Peoria,IL61603
37-1192779 501(c)(3) 12,500       See Part IV
(132) East LA Community Corp
530 South Boyle Ave
Los Angeles,CA90033
95-4531076 501(c)(3) 80,817       See Part IV
(133) East Liberty Dvlpmt Inc
100 Sheridan Square
4th Floor
Pittsburgh,PA15206
25-1370668 501(c)(3) 65,000       See Part IV
(134) East Side Neighborhood Dvlpmt Co
925 Payne Avenue
Suite 201
St Paul,MN55130
41-1367503 501(c)(3) 33,000       See Part IV
(135) East Toledo Family Center
1020 Varland Avenue
C - 111
Toledo,OH43605
34-4429426 501(c)(3) 50,000       See Part IV
(136) Ecolibrium3
2304 W Superior St
Suite 200
Duluth,MN55806
45-2746481 501(c)(3) 46,500       See Part IV
(137) Economic & Comm Dvlpmt Inst
1655 Old Leopard Ave
Columbus,OH43219
31-1145544 501(c)(3) 25,000       See Part IV
(138) Edison Community & Sports Fdntn
PO Box 68032
Suite 1740
Minneapolis,MN55418
36-3318601 501(c)(3) 100,000       See Part IV
(139) Edison Neighborhood Association
816 Washington Ave
Suite 2200
Kalamazoo,MI49001
38-2108671 501(c)(3) 40,000       See Part IV
(140) Edward Waters College
1658 Kings Rd
Suite 401
Jacksonville,FL32209
59-1146751 501(c)(3) 28,937       See Part IV
(141) El Cajon Blvd Business Improvement Assn
3727 El Cajon Boulevard
San Diego,CA92105
33-0356595 501(c)(6) 26,000       See Part IV
(142) Elderhomes Corporation
88 Carnation Street
Suite 202
Richmond,VA23225
54-1595851 501(c)(3) 40,000       See Part IV
(143) Emerge Community Development Corporation
1101 W Bdway Ave N
Suite 1001
Minneapolis,MN55411
41-1277423 501(c)(3) 155,200       See Part IV
(144) Empowerment Program Inc
1600 York Street
Suite 601
Denver,CO80206
74-2377531 501(c)(3) 65,000       See Part IV
(145) Englewood Community Development Corp
57 N Rural Street
6th Floor
Indianapolis,IN46201
35-2003744 501(c)(3) 68,967       See Part IV
(146) Era Vintage
608 North 24th Street
Richmond,VA23223
45-4680497 LLC 10,000       See Part IV
(147) Erie Family Health Center
1701 West Superior
Suite 130
Chicago,IL60622
36-3088628 501(c)(3) 38,000       See Part IV
(148) Esperanza Community Hsg Corp
2337 S Figueroa St
Los Angeles,CA90007
95-4230345 501(c)(3) 24,000       See Part IV
(149) Esther Stewart Buford Foundation
656 Center Park Lane
Suite A
Yazoo City,MS39194
64-0937063 501(c)(3) 16,500       See Part IV
(150) Everett School District No 2
3900 Broadway
Everett,WA98207
91-6001542 Government 200,000       See Part IV
(151) Fallbrook Union High School Drist
2234 S Stagecoach Lane
Fallbrook,CA92028
95-6001128 Government 50,000       See Part IV
(152) Family Resources Community Action
245 Main Street
Suite 710
Woonsocket,RI02895
05-0259103 501(c)(3) 129,939       See Part IV
(153) Fayette County Community Action
108 North Beeson Ave
Suite 206
Uniontown,PA15401
25-1180898 501(c)(3) 120,956       See Part IV
(154) Felege Hiywot Center
1648 Sheldon Street
PO Box 422
Indianapolis,IN46218
20-0916223 501(c)(3) 5,400       See Part IV
(155) Fifth Avenue Committee
621 DeGraw Street
Suite 504
Brooklyn,NY11217
11-2475743 501(c)(3) 123,800       See Part IV
(156) Flanner House of Indianapolis
2424 Martin L KING
Suite 1740
Indianapolis,IN46208
35-0942628 501(c)(3) 178,997       See Part IV
(157) FocusHope
1355 Oakman Blvd
Suite 401
Detroit,MI48238
38-1948285 501(c)(3) 270,993       See Part IV
(158) Forest Manor Multi-Service Ctr
5603 east 38th St
Indianapolis,IN46218
35-1420208 501(c)(3) 7,500       See Part IV
(159) Four Corners Main Street Inc
PO Box 240877
Dorchester,MA02124
20-0862907 501(c)(3) 20,000       See Part IV
(160) Franklin County Community DVLP Corporation
324 Wells Street
Greenfield,MA01301
04-2678309 501(c)(3) 35,000       See Part IV
(161) Free Spirit Media
1327 W Washington
Suite 103B
Chicago,IL60607
36-4456215 501(c)(3) 10,000       See Part IV
(162) Fruitful Ventures Inc
1803 W Byron Street
Suite 203
Chicago,IL60613
36-4311449 S Corp. 8,100       See Part IV
(163) Future Ties NFP
3935 W 82nd Street
615 N Alabama Street Ste 119
Chicago,IL60652
27-5469921 501(c)(3) 8,500       See Part IV
(164) Garden State Consumer Credit Counseling
225 Willowbrook Road
Freehold,NJ07728
22-3120920 501(c)(3) 14,800       See Part IV
(165) Garfield Park Conservatory Alliance
300 N Central P Ave
Chicago,IL606241945
36-4200490 501(c)(3) 181,895       See Part IV
(166) Garrett County Community Action
104 East Center Street
Suite 130
Oakland,CA21550
52-0820662 501(c)(3) 10,000       See Part IV
(167) Girls in the Game NFP
Union Park Fieldhouse
1501 West Randolph St
Chicago,IL60607
36-4024533 501(c)(3) 31,500       See Part IV
(168) Goodcity NFP
5049 W Harrison
Suite A
Chicago,IL60644
36-3467921 501(c)(3) 9,108       See Part IV
(169) Goodwill Inds Central Michigan's Heartland
4820 Wayne Road
Battle Creek,MI49037
38-1426892 501(c)(3) 30,000       See Part IV
(170) Goodwill Industries of Greater Grand Rapids
3035 Prairie St SW
Grandville,MI49418
38-6113049 501(c)(3) 30,000       See Part IV
(171) Goodwill Industries of Southwest Michigan
420 East Alcott Street
Suite 200
Kalamazoo,MI49001
38-1558550 501(c)(3) 25,000       See Part IV
(172) Goodwill Industries Inc
553 Fairview Avenue N
St Paul,MN55104
41-0706171 501(c)(3) 37,500       See Part IV
(173) Grace and Truth Community Development Corporation
932 N Shore Drive
Jacksonville,FL32208
33-1020194 501(c)(3) 50,000       See Part IV
(174) Grandmont Rosedale Development Corporation
19800 Grand River
6th Floor
Detroit,MI48223
38-2885952 501(c)(3) 324,700       See Part IV
(175) Greater Auburn-Gresham Dvlp Corporation
1159 West 79 Street
Suite 601
Chicago,IL60620
36-4377387 501(c)(3) 615,261       See Part IV
(176) Greater Humboldt Park Comm Of Wellness
1116 N Kedzie Avenue
Chicago,IL60651
36-2166961 501(c)(3) 23,248       See Part IV
(177) Greater Southwest Development Corporation
2601 West 63rd Street
Ste 207
Chicago,IL60629
36-2858304 501(c)(3) 168,325       See Part IV
(178) Green Works in Kansas City
4334 McGee Street
Unit A
Kansas City,MO64111
32-0195433 501(c)(3) 5,692       See Part IV
(179) GRID Alternatives
1827 MainStreet
Suite 201
San Diego,CA92113
26-0043353 501(c)(3) 20,000       See Part IV
(180) Groundswell Community Mural Proj
540 President Street
Suite 1A
Brooklyn,NY11215
11-3427213 501(c)(3) 38,500       See Part IV
(181) Grove House of Jacksonville
126 West Adams St
Suite 310
Jacksonville,FL32202
59-3087085 501(c)(3) 80,000       See Part IV
(182) Growing Home Inc
2732 North Clark
Suite 101
Chicago,IL60614
36-3989426 501(c)(3) 20,000       See Part IV
(183) Habitat for Humanity - Coastal Fairfield Co
1470 Barnum Avenue
Suite 310
Bridgeport,CT06610
22-2597077 501(c)(3) 17,500       See Part IV
(184) Habitat for HumanityMetro Jackson
1260 Ellis Avenue
Jackson,MS39296
64-0750633 501(c)(3) 20,000       See Part IV
(185) Hawaiian Community Assets Inc
200 N Vineyard Blvd
Suite A300
Honolulu,HI96817
99-0348767 501(c)(3) 37,000       See Part IV
(186) Hawthorne Social Service Association Inc
2440 West Ohio St
Suite 201
Indianapolis,IN46222
35-0874274 501(c)(3) 150,448       See Part IV
(187) Health Promotion Council of Southeastern Penn
260 S Broad Street
Philadelphia,PA19102
23-2182113 501(c)(3) 10,000       See Part IV
(188) HELP USA Inc
5 Hanover Square
17th Floor
New York,NY10004
13-3922973 501(c)(3) 50,000       See Part IV
(189) Henry Ford Community College
5101 Evergreen Road
Suite G106
Dearborn,MI48128
38-2421276 501(c)(3) 18,815       See Part IV
(190) Highland Community Builders
PO Box 1577
Elkins,WV26241
20-3583045 501(c)(3) 34,000       See Part IV
(191) Hilltop Alliance
512 Brownsville Road
Suite 700
Pittsburgh,PA15210
26-4521206 501(c)(3) 25,000       See Part IV
(192) Hispanic Assoc Of Contractors & Enterprises
167 W Allegheny Ave
Philadelphia,PA19140
23-2142317 501(c)(3) 15,000       See Part IV
(193) Hmong American Partnership
1075 Arcade Street
St Paul,MN55106
41-1667580 501(c)(3) 35,000       See Part IV
(194) Home Start Inc
5005 Texas Street
Suite 203
San Diego,CA92108
95-3138268 501(c)(3) 125,000       See Part IV
(195) HomeFront Inc
780 Fillmore Street
Buffalo,NY14212
16-1065303 501(c)(3) 45,000       See Part IV
(196) Hope Community Inc
174 E 104th Street
New York,NY10029
23-7013134 501(c)(3) 55,863       See Part IV
(197) Horn of Africa Community in North America
5296 University Ave
Suite F
San Diego,CA92105
33-0696380 501(c)(3) 12,000       See Part IV
(198) House of Hope CDC
3188 Post Road
Suite 210
Warwick,RI02886
05-0448151 501(c)(3) 55,000       See Part IV
(199) Housing Alliance of Pennsylvania
309 Florence Avenue 914 N
Suite 426
Jenkintown,PA19046
23-2218001 501(c)(3) 6,000       See Part IV
(200) Housing & Neighborhood Dvlpmt Svces
15 South Essex Avenue Rear
Suite 202
Orange,NJ07050
22-2712067 501(c)(3) 57,980       See Part IV
(201) Housing California
900 J Street
Suite 201
Sacramento,CA95814
68-0133565 501(c)(3) 7,500       See Part IV
(202) Housing Resources Inc of Milwaukee
7830 W Burleigh Street
Suite 224
Milwaukee,WI53222
39-1706658 501(c)(3) 30,000       See Part IV
(203) Human Resource Development Ctr District IX
32 S Tracy Ave
Ste 207
Bozeman,MT59715
81-0350886 501(c)(3) 42,928       See Part IV
(204) Humboldt Park Social Services
2120 N Mozart
Chicago,IL60647
36-3731388 501(c)(3) 130,000       See Part IV
(205) Immigrants' Assistance Center
58 Crapo Street
PO Box 623
New Bedford,MA02740
04-2530908 501(c)(3) 15,000       See Part IV
(206) Impact Capital
401 Second Avenue South
Suite 513
Seattle,WA98104
94-3196958 501(c)(3) 126,000       See Part IV
(207) Indiana Assocof United Ways
3901 N Merdian Street
Suite 306
Indianapolis,IN46208
35-1441961 501(c)(3) 34,000       See Part IV
(208) Indianapolis Public Schools Education Fdtn
120 E Walnut Street
Room 114
Indianapolis,IN46204
31-1103966 501(c)(3) 5,400       See Part IV
(209) Instituto Del Progreso Latino
2520 S Western Avenue
2nd Floor
Chicago,IL60608
36-2937375 501(c)(3) 543,408       See Part IV
(210) Intercongregation Communities Association
12990 St Davids Road
Suite G106
Minnetonka,MN55345
41-0979010 501(c)(3) 52,500       See Part IV
(211) International Rescue Committee
5348 University Avenue
Ste 207
San Diego,CA92105
13-5660870 501(c)(3) 251,500       See Part IV
(212) Ironbound Community Corporation
179 Van Buren Street
Suite 114
Newark,NJ07105
22-1916086 501(c)(3) 30,000       See Part IV
(213) Irvington Development Organization
338 S Arlington Ave
Suite 202
Indianapolis,IN46219
76-0716202 501(c)(3) 16,825       See Part IV
(214) Ivanhoe Neighborhood Council
3700 Woodland
Suite 200
Kansas City,MO64109
43-1843831 501(c)(3) 213,981       See Part IV
(215) Jane Addams Resource Corporation
4432 N Ravenswood Ave
Suite 202
Chicago,IL60640
36-3682559 501(c)(3) 240,597       See Part IV
(216) Jefferson East Inc
14628 E Jefferson Avenue
PO Box 623
Detroit,MI48215
38-3231066 501(c)(3) 15,000       See Part IV
(217) John H Boner Community Center
2236 East Tenth St
Suite 202
Indianapolis,IN46201
23-7204495 501(c)(3) 182,750       See Part IV
(218) Journey House Inc
2110 W Scott Street
Suite 513
Milwaukee,WI53204
39-1203539 501(c)(3) 48,500       See Part IV
(219) Jubilee Housing Inc
1640 Columbia Road NW
2nd Flr
Washington,DC20009
52-0986261 501(c)(3) 25,000       See Part IV
(220) Justine Petersen Housing & Reinvestment Corp
1023 North Grand Blvd
St Louis,MO63106
43-1769074 C Corp 20,000       See Part IV
(221) Juxtaposition Inc
2007 Emerson Avenue N
25 Kamehameha V Highway
Minneapolis,MN55411
41-1851915 501(c)(3) 45,000       See Part IV
(222) Kalamazoo County Land Bank
201 West Kalamazoo Ave
Suite 606
Kalamazoo,MI49007
27-0721363 Government 157,600       See Part IV
(223) Kalamazoo Neighborhood Housing Svces
802 South Westnedge Ave
Suite 202
Kalamazoo,MI49008
38-2391442 501(c)(3) 45,000       See Part IV
(224) Kansas City Metropolitan Crime Commission
3100 Broadway
Ste 200
Kansas City,MO64111
44-0540176 501(c)(3) 153,689       See Part IV
(225) King Park Area Development Corporation
2430 N Delaware
Suite 200
Indianapolis,IN46205
35-1704590 501(c)(3) 79,400       See Part IV
(226) La Casa De Don Pedro
75 Park Avenue
PO Box 623
Newark,NJ07104
23-7249368 501(c)(3) 85,000       See Part IV
(227) La Casa Norte
3533 W North Ave
Suite 224
Chicago,IL60647
36-4041525 501(c)(3) 52,763       See Part IV
(228) Labor's Training & Community Dvlp Alliance
4265 Fairmount Ave
San Diego,CA92105
95-6136389 501(c)(3) 25,000       See Part IV
(229) Lafayette Square Area Coalition
PO Box 531515
285
Indianapolis,IN46253
20-4008623 501(c)(3) 6,000       See Part IV
(230) Lakeside CDC
6636 N Clark Street
2nd Floor
Chicago,IL60626
42-1670630 501(c)(3) 12,500       See Part IV
(231) Latino Economic Dvlpmt Corp
2316 18th Street NW
Suite 513
Washington,DC20009
52-1749216 501(c)(3) 50,000       See Part IV
(232) Latino Economic Dvlpmt Ctr
1501 E Lake Street
Lower Level
Minneapolis,MN55407
51-0467167 501(c)(3) 60,000       See Part IV
(233) Lawndale Christian Development Corporation
3843 West Ogden Avenue
2nd Floor
Chicago,IL60623
36-3573036 501(c)(3) 206,447       See Part IV
(234) Lawndale Christian Health Center
3860 West Ogden Avenue
Ste 200
Chicago,IL60623
36-3308953 501(c)(3) 10,000       See Part IV
(235) LawrenceFort Harrison Dvlpmt Corp
4437 North Franklin Road
Lawrence,IN46226
35-1982082 501(c)(3) 7,400       See Part IV
(236) Lawrenceville Corp
100 43rd Street
Suite 114
Pittsburgh,PA15201
25-1471440 501(c)(3) 63,000       See Part IV
(237) Lawrenceville United
4825 Butler Street
PO Drawer 1793
Pittsburgh,PA15201
23-3070601 501(c)(3) 90,000       See Part IV
(238) Layton Blvd West Neighbors
1545 S Layton Blvd
Suite 300
Milwaukee,WI53215
39-1817581 501(c)(3) 93,816       See Part IV
(239) LIFT Inc
1620 I Street NW
Suite 820
Washington,DC20006
52-2168409 501(c)(3) 117,500       See Part IV
(240) Lighthouse of Oakland County
PO Box 430508
Suite 202
Pontiac,MI48343
38-2391381 501(c)(3) 100,938       See Part IV
(241) LINC Community Revitalization
1167 Madison Ave SE
PO Box 623
Grand Rapids,MI49507
38-3537915 501(c)(3) 25,000       See Part IV
(242) Lincoln Park Children & Families Collaborative
2424 W 5th Street
Suite 10
Duluth,MN55806
27-4990487 501(c)(3) 27,500       See Part IV
(243) Little Village Community Development Corp
2756 S Harding Ave
Suite 224
Chicago,IL606234412
36-3727669 501(c)(3) 512,662       See Part IV
(244) Logan Square Neighborhood Association
2840 N Milwaukee Ave
2nd Floor
Chicago,IL60618
36-2638491 501(c)(3) 409,512       See Part IV
(245) LTSC Community Development Corp
231 E Third St
25 Kamehameha V Highway
Los Angeles,CA90013
95-4444102 501(c)(3) 96,075       See Part IV
(246) Lutheran Social Mission Society
1340 Frankford Ave
Philadelphia,PA19125
23-1352365 501(c)(3) 7,000       See Part IV
(247) Lutheran Social Service of Minnesota
2485 Como Ave
Suite B
St Paul,MN55108
41-0872993 501(c)(3) 166,415       See Part IV
(248) Madison Park Development Corp
184 Dudley Street
Suite 102
Boston,MA02119
23-7164223 501(c)(3) 50,250       See Part IV
(249) Madisonville Community Urban Rredvlp Corp
2173 Spinningwheel L
Cincinnati,OH45244
51-0178908 501(c)(3) 259,082       See Part IV
(250) Make the Road New York
301 Grove Street
Suite 200
Brooklyn,NY11237
11-3344389 501(c)(3) 51,000       See Part IV
(251) Manitowoc Lutheran High School
4045 Lancer Circle
Suite 820
Manitowoc,WI54220
39-6027108 S Corp 35,000       See Part IV
(252) MANNA Inc
828 Evarts Street NE
Suite 311
Washington,DC20018
52-1260698 501(c)(3) 32,000       See Part IV
(253) Mantua Comm Improv Committee
619 N 35th Street
Suite 140
Philadelphia,PA19104
04-3677814 501(c)(3) 5,250       See Part IV
(254) Mapleton-Fall Creek Dvlpment Corp
130 East 30th St
Suite 250
Indianapolis,IN46205
35-1654999 501(c)(3) 13,100       See Part IV
(255) Mary Rigg Neighborhood Center
1920 West Morris St
Ste 200
Indianapolis,IN46221
35-0868954 501(c)(3) 170,000       See Part IV
(256) Massachusetts Association of CDCs
15 Court Square
5th floor
Boston,MA02108
04-2759909 501(c)(3) 25,500       See Part IV
(257) Mattie Rhodes Memorial Society
1740 Jefferson Street
Kansas City,MO64108
44-0546343 501(c)(3) 166,539       See Part IV
(258) Meals on Wheels Inc
PO Box 40969
Indianapolis,IN46240
35-1182075 501(c)(3) 6,000       See Part IV
(259) Media Arts Center San Diego
2921 El Cajon Blvd
Suite 200
San Diego,CA92104
33-0871577 501(c)(3) 12,000       See Part IV
(260) Meeting Street Center
1000 Eddy Street
Providence,RI02905
05-0269232 501(c)(3) 10,000       See Part IV
(261) Mercy Housing and Human Development Inc
1010 Ford Street
Foley Campus - Building D
Gulfport,MS39507
72-1354070 501(c)(3) 35,000       See Part IV
(262) Mercy Housing California
3120 Freebrd Dr
Suite 350
West Sacramento,CA95691
94-3081666 501(c)(3) 27,000       See Part IV
(263) METEC
2605 W Krause
Suite 562
Peoria,IL61605
37-1410246 501(c)(3) 21,000       See Part IV
(264) Metro Community Development
503 S Saginaw St
285
Flint,MI48502
38-3072010 501(c)(3) 36,990       See Part IV
(265) Metro North Community Dvlp Corporation
3101 N Main Street
2nd Floor
Jacksonville,FL32206
31-1761439 501(c)(3) 63,980       See Part IV
(266) Metropolitan Family Services
1 North Dearborn
Suite 513
Chicago,IL60602
36-2167940 501(c)(3) 271,718       See Part IV
(267) MHANY Management Inc
2-4 Nevins Street
2nd Floor
Brooklyn,NY11217
72-1303737 501(c)(3) 302,500       See Part IV
(268) Mi Casa Inc
6230 3rd Street NW
Suite 2
Washington,DC20011
52-1796840 501(c)(3) 15,000       See Part IV
(269) Mid Central Community Action Inc
1301 W Washington Street
Bloomington,IL61701
37-0903245 501(c)(3) 10,000       See Part IV
(270) Mikva Challenge Grant Foundation
25 E Washington
Suite 820
Chicago,IL60602
52-2033353 501(c)(3) 105,150       See Part IV
(271) Milwaukee Habitat for Humanity Inc
3726 N Booth Street
Suite 103
Milwaukee,WI53212
38-1496741 501(c)(3) 60,000       See Part IV
(272) Mississippi Action For Community Education
119 South Theobald St
Suite 201
Greenville,MS38701
64-0465680 501(c)(3) 75,598       See Part IV
(273) Mississippi Cty Arkanas Economic Opp Commission
PO Box 1289
Suite 200
Blytheville,AR72316
71-0386409 501(c)(3) 25,000       See Part IV
(274) Model Cities Community Dvlp Corporation
839 University Avenue W
Suite 120
St Paul,MN55104
41-1936584 501(c)(3) 45,000       See Part IV
(275) Mosaic Communications Inc
PO Box 241972
Suite 201
Milwaukee,WI53224
33-1081892 S Corp 8,500       See Part IV
(276) Mount Airy USA
6703 Germantown Ave
Philadelphia,PA19119
22-2526396 501(c)(3) 25,000       See Part IV
(277) Mount Vernon Manor Inc
3311 Wallace Street
Suite D
Philadelphia,PA19104
23-2037301 501(c)(3) 14,000       See Part IV
(278) Mount Washington Community Dvlpmt
301 Shiloh Street
Foley Campus - Building D
Pittsburgh,PA15211
25-1638640 501(c)(3) 52,500       See Part IV
(279) Mt Pleasant CDC Inc
105 Bernice Drive
Monroe,LA71201
72-1356854 501(c)(3) 25,000       See Part IV
(280) Multi-Service Center
PO Box 23699
Suite 680
Federal Way,WA98093
23-7120815 501(c)(3) 25,000       See Part IV
(281) Mutual Housing Association of Greater Hartford
95 Niles Street
Suite 6
Hartford,CT06105
22-2925052 501(c)(3) 322,000       See Part IV
(282) Mutual Housing Assoc of South Central CT Inc
235 Grand Avenue
Suite 401
New Haven,CT06513
22-3237413 501(c)(3) 40,000       See Part IV
(283) Mutual Housing Assoc of Southwestern Connecticut
63 Stillwater Avenue
PO Box 9057
Stamford,CT06902
22-3035152 501(c)(3) 90,000       See Part IV
(284) Mutual Housing California
8001 Fruitridge Road
Suite A
Sacramento,CA95820
94-3093354 501(c)(3) 27,000       See Part IV
(285) National Coalition for Homeless Veterans
333 1/2 PA Ave SE
Suite 1800
Washington,DC20003
52-1826860 501(c)(3) 25,000       See Part IV
(286) Native American Community Development Inst
1414 E Franklin Ave
Suite 311
Minneapolis,MN55404
41-2117257 501(c)(3) 20,250       See Part IV
(287) Native American Connections
4520 N Central Avenue
Suite 140
Phoenix,AZ85012
86-0293585 501(c)(3) 190,000       See Part IV
(288) Nautilus Music Theater
308 Prince Street
250
St Paul,MN55101
41-1721692 501(c)(3) 15,000       See Part IV
(289) Near North Development Corporation
2123 N Meridian St
Suite 733
Indianapolis,IN46202
35-1427889 501(c)(3) 10,000       See Part IV
(290) Near West Side Community Dvlp Corporation
216 South Hoyne Avenue
PO Box 1001
Chicago,IL60612
36-3607203 501(c)(3) 57,500       See Part IV
(291) Neighborhood Development Center
663 University Avenue
PO Box 708
St Paul,MN55104
41-1738791 501(c)(3) 67,000       See Part IV
(292) Neighborhood Economic Dvlpm Corp
10 W Main Street
Mesa,AZ85201
86-0888028 501(c)(3) 263,463       See Part IV
(293) Neighborhood Housing Services of Waterbury Inc
161 North Main Street
Suite 103
Waterbury,CT06702
06-1022915 501(c)(3) 15,000       See Part IV
(294) Neighborhood Housing Services of New Haven Inc
333 Sherman Avenue
New Haven,CT06511
06-1021268 501(c)(3) 13,750       See Part IV
(295) Neighborhood Housing Services of New Britain Inc
223 Broad Street
Suite 200
New Britain,CT06053
06-1006312 501(c)(3) 40,000       See Part IV
(296) Neighborhood Housing Services of Chicago
1279 N Milwaukee Avenue
4th Floor
Chicago,IL60622
23-7443009 501(c)(3) 12,000       See Part IV
(297) Neighborhood Housing Services of Phoenix
1405 East McDowell Road
Suite 100
Phoenix,AZ85006
51-0152395 501(c)(3) 30,000       See Part IV
(298) Neighborhood Housing Services of Toledo Inc
704 2nd Street
2nd Floor
Toledo,OH43605
34-1230687 501(c)(3) 25,800       See Part IV
(299) Neighborhood Housing Services of NYC Inc
307 West 36th Street 12th Floor
New York,NY10018
13-3098397 501(c)(3) 135,000       See Part IV
(300) Neighborhood Recovery Community Development Corp
5445 Almeda Road
Houston,TX77004
76-0377117 501(c)(3) 174,755       See Part IV
(301) Neighborhood Resource Center
1519 Williamsburg Road
PO Box 10566
Richmond,VA23231
33-1024355 501(c)(3) 176,411       See Part IV
(302) Network of Woodlawn
822 E 63rd Street
Ste 200
Chicago,IL60637
45-3232630 501(c)(3) 153,437       See Part IV
(303) New Ecology Inc
15 Coyrt Square
Suite 420
Boston,MA02108
04-3447828 501(c)(3) 468,750       See Part IV
(304) New Fairfield Housing Trust Inc
PO Box 8313
New Fairfield,CT06812
46-1875322 501(c)(3) 7,500       See Part IV
(305) New Hope Housing Inc
117 Texas Avenue
Suite 210
Houston,TX77002
73-1419279 501(c)(3) 40,000       See Part IV
(306) New Light Economic Empowerment Corp
1623 South 4th Street
PO Box 9057
Monroe,LA71202
72-1395439 501(c)(3) 51,000       See Part IV
(307) New Neighborhoods Inc
76 Progress Drive
Suite 140
Stamford,CT06902
06-0864050 501(c)(3) 233,100       See Part IV
(308) New York Academy of Medicine
1216 Fifth Avenue
4th Floor
New York,NY10029
13-1656674 501(c)(3) 15,000       See Part IV
(309) New York Dept of Education
44-36 Vernon Blvd
Long Island City,NY11101
13-6400434 Government 200,000       See Part IV
(310) Newton Community Development Corp
511 W University Dr
Suite 120
Tempe,AZ85281
86-0793043 501(c)(3) 10,000       See Part IV
(311) North Avenue Marketplace BID
2347 W Fond du Lac Ave
Suite 200
Milwaukee,WI53208
27-2637413 Government 9,580       See Part IV
(312) North County Lifeline
200 Michigan Avenue
Suite 101
Vista,CA92084
95-2794253 501(c)(3) 155,000       See Part IV
(313) North East Community Action Corporation
16 North Court St
Suite 107
Bowling Green,MO63334
43-1017571 501(c)(3) 35,000       See Part IV
(314) North Florida Educational Dvlp Corporation
PO Box 550
Suite 1B
Gretna,FL32332
59-2801357 501(c)(3) 34,000       See Part IV
(315) North Lawndale Employment Network
3726 W Flournoy
Suite 103
Chicago,IL60624
36-4295189 501(c)(3) 246,212       See Part IV
(316) North River Commission
3403 W Laurence Ave
Suite A
Chicago,IL60625
39-2526797 501(c)(3) 108,697       See Part IV
(317) Northeast Brooklyn Housing
132 Ralph Ave
5th floor
Brooklyn,NY11233
11-2737223 501(c)(3) 59,145       See Part IV
(318) Northeast Entrepreneur Fund
202 West Superior Street
Suite 200
Duluth,MN55802
36-3566632 501(c)(3) 135,514       See Part IV
(319) Northeast Kansas City Chamber of Commerce
6400 Independence Ave
Suite 200
Kansas City,MO64124
43-1686139 501(c)(3) 19,000       See Part IV
(320) Northern Cambria Community Development Corporation
4200 Crawford Ave
Suite 120
N Cambria,PA15714
25-1534235 501(c)(3) 34,000       See Part IV
(321) Northern Economic Initiatives Corporation
228 W Washington St
Suite 201
Marquette,MI49855
38-3024786 501(c)(3) 34,000       See Part IV
(322) Northfield Community Local Dvlpment Corp
160 Heberton Avenue
Suite 107
Staten Island,NY10302
13-2974137 501(c)(3) 120,000       See Part IV
(323) Northside Assoc for Community Dvlpmt
612 North Park Street
Kalamazoo,MI49007
38-2536811 501(c)(3) 30,000       See Part IV
(324) Northside Economic Opportunity
1011 W Broadway Ave
Minneapolis,MN55411
80-0163521 501(c)(3) 40,000       See Part IV
(325) Northside Institutions Neighborhood
20 Sargeant Street
425 Sixth Avenue
Hartford,CT06105
22-3887275 501(c)(3) 148,680       See Part IV
(326) Northside Leadership Conference
4 Allegheny Center
Suite 601
Pittsburgh,PA15212
25-1689304 501(c)(3) 22,500       See Part IV
(327) Northwest Jacksonville CDC
1122 Golfair Blvd
Jacksonville,FL32209
31-1809770 501(c)(3) 230,500       See Part IV
(328) Northwest Side Housing Center
5007 West Addison Street
Suite 3166
Chicago,IL60641
20-1413891 501(c)(3) 69,000       See Part IV
(329) Nova Workforce Institute of NE Louisiana
212 Walnut Street
Suite 680
Monroe,LA71201
30-0462723 501(c)(3) 25,000       See Part IV
(330) Nuestra Communidad Development Corp
56 Warren Street
Suite 6
Roxbury,MA02119
04-2741543 501(c)(3) 197,500       See Part IV
(331) Oakland Planning and Development
235 Atwood Street
Pittsburgh,PA15213
25-1382510 501(c)(3) 50,000       See Part IV
(332) Ocean Bay Community Dvlpmt
434 Beach 54th Street
Suite 130
Arverne,NY11692
84-1622031 501(c)(3) 134,000       See Part IV
(333) Olneyville Housing Corporation
One Curtis Street
Suite 200
Providence,RI02909
22-3010422 501(c)(3) 142,500       See Part IV
(334) Omni Development Corporation
810 Eddy Street
Providence,RI02905
22-2721731 501(c)(3) 25,000       See Part IV
(335) One Roof Community Housing
12 E 4th Street
Suite 120
Duluth,MN55805
41-1678328 501(c)(3) 202,668       See Part IV
(336) Operation ABLE of Michigan
4750 Woodward Avenue
Suite 201
Detroit,MI48201
38-2861705 501(c)(3) 112,735       See Part IV
(337) Operation Better Block Inc
801 N Himewood Avenue
Suite 130
Pittsburgh,PA15208
23-7157433 501(c)(3) 37,500       See Part IV
(338) Operation New Hope Inc
1830 N Main Streeet
Jacksonville,FL32206
59-3590360 501(c)(3) 220,000       See Part IV
(339) Over The Rhine Community Housing
114 West 14th St
Cincinnati,OH45202
31-1272434 501(c)(3) 40,000       See Part IV
(340) Ozark Action Inc
710 East Main Street
West Plains,MO66775
43-0838508 501(c)(3) 35,000       See Part IV
(341) Park Pride Atlanta Inc
233 Peachtree Street NE
Suite 1600
Atlanta,GA30303
58-1883895 501(c)(3) 200,000       See Part IV
(342) Pathfinder Services Inc
PO Box 1001
Westside Can Center
Huntington,IN46750
35-1122311 501(c)(3) 35,000       See Part IV
(343) Pathstone Corporation
400 East Avenue
Suite 200
Rochester,NY14607
16-0984913 501(c)(3) 15,000       See Part IV
(344) Pawtucket Citizens Development Corporation
210 West Avenue
Suite 311
Pawtucket,RI02860
22-3241611 501(c)(3) 61,453       See Part IV
(345) Peace Development Fund
PO Box 40250
San Francisco,CA94140
04-2738794 501(c)(3) 10,000       See Part IV
(346) PEACE Foundation
1119 W Broadway
2nd Floor
Minneapolis,MN55411
30-0238807 501(c)(3) 20,000       See Part IV
(347) Pearl River Valley Opportunity
756 Hwy 98 Bypass
Suite 306
Columbia,MS39429
64-0433756 501(c)(3) 20,000       See Part IV
(348) Penn Hills School District
260 Aster Street
Pittsburgh,PA15235
25-6002424 Government 200,000       See Part IV
(349) People United for Sustainable Housing
271 Grant St
Suite 3166
Buffalo,NY14213
20-3558447 501(c)(3) 60,000       See Part IV
(350) People's Emergency Center CDC
325 North 39th St
Suite 120
Philadelphia,PA19104
23-2687223 501(c)(3) 49,146       See Part IV
(351) People's Food Co-op of Kalamaazoo
507 Harrison Street
Kalamazoo,MI49007
38-2032664 C Corp 7,000       See Part IV
(352) Peoria Area Community Foundation Illinois
331 Fulton Street
Suite 310
Peoria,IL61602
37-1185713 501(c)(3) 5,700       See Part IV
(353) Peoria Citizen's Committee for Econ Oppor
711 W McBean Street
Suite 200
Peoria,IL61605
37-6058636 501(c)(3) 104,127       See Part IV
(354) Peoria Friendship House of Christian Svces
800 NE Madison Avenue
Peoria,IL60603
37-0799752 501(c)(3) 9,600       See Part IV
(355) Peoria Opportunities Foundation
301 NE Jefferson
Suite 201
Peoria,IL61602
37-1392514 501(c)(3) 42,301       See Part IV
(356) Peoria Park District Foundation
2218 N Prospect Road
PO Box 200908
Peoria,IL61603
37-1368760 501(c)(3) 20,000       See Part IV
(357) Peralta Community College District
12500 Campus Drive
Oakland,CA94619
94-1590799 Government 100,000       See Part IV
(358) Philadelphia Youth Orchestra
PO Box 41810
PO Box 770
Philadelphia,PA19101
23-6392235 501(c)(3) 9,780       See Part IV
(359) Phoenix Revitalization Corporation
1310 West Hadley Street
PO Box 3302
Phoenix,AZ85007
86-0663748 501(c)(3) 21,620       See Part IV
(360) Pioneer Square Community Assoc
310 1st Ave South
Suite 210
Seattle,WA98104
91-1761681 501(c)(3) 100,000       See Part IV
(361) Polaris Charter Academy
620 N Sawyer Avenue
Suite 2A
Chicago,IL60624
01-0874029 501(c)(3) 7,500       See Part IV
(362) Powderhorn Residents Group
2017 East 38th Street
Minneapolis,MN55407
41-1280596 501(c)(3) 45,000       See Part IV
(363) Pratt Area Community Council
201 Dekalb Avenue
Suite 250
Brooklyn,NY11205
11-2451752 501(c)(3) 72,500       See Part IV
(364) Pratt Institute
200 Willoughby Avenue
Suite 100
Brooklyn,NY11205
11-1630822 501(c)(3) 14,000       See Part IV
(365) Price Hill Will
3208 Warsaw Avenue
Suite 680
Cincinnati,OH45205
20-1452663 501(c)(3) 63,443       See Part IV
(366) Project for Pride in Living
1035 E Franklin Ave
Suite 200
Minneapolis,MN55404
23-7232208 501(c)(3) 239,250       See Part IV
(367) Project Rebuild Inc
406 Shorb Avenue NW
Canton,OH44703
34-1912951 501(c)(3) 25,000       See Part IV
(368) Proper Pie Co LLC
4301 Masonic Lane
4th Floor
Richmond,VA23231
45-3253446 LLC 7,000       See Part IV
(369) Prospect Park 2020
2950 University Avenue
Minneapolis,MN55414
46-2407192 501(c)(3) 10,000       See Part IV
(370) Providence Housing Authority
100 Broad Street
Suite 130
Providence,RI02903
05-6000193 Government 155,000       See Part IV
(371) PSP LLC
400 North 27th Street
Richmond,VA23223
45-5457167 LLC 10,000       See Part IV
(372) Public Recreation Unlimited
PO Box 2562
Suite 270
Salinas,CA93902
23-7088131 501(c)(3) 200,000       See Part IV
(373) Purple Heart Homes Inc
PO Box 5535
Statesville,NC28687
26-3516121 501(c)(3) 115,000       See Part IV
(374) Quad Communities Development Corporation
4659 SCottage Grove Ave
Chicago,IL60653
81-0618445 501(c)(3) 334,806       See Part IV
(375) Quitman County Development Organization
201 Humphrey Street
Ste 200
Marks,MS38646
64-0629668 501(c)(3) 15,444       See Part IV
(376) Rays of Sonshine
200 Breard Street
Monroe,LA71201
72-1455295 501(c)(3) 10,000       See Part IV
(377) Rebuilding Together Philadelphia
PO Box 42752
Suite B
Philadelphia,PA19101
23-2549594 501(c)(3) 75,000       See Part IV
(378) Research Foundation of the City University of NY
230 West 41st Street
Suite 101
New York,NY10036
13-1988190 501(c)(3) 36,500       See Part IV
(379) Resources for Community Development
2730 Telegraph Ave
Suite 1005
Berkeley,CA94705
94-2952466 501(c)(3) 20,740       See Part IV
(380) Restoration Builders of VA Inc
2910 Libby Terrace
PO Box 770
Richmond,VA23223
54-1253649 C Corp 10,000       See Part IV
(381) Restoration of Petersburg CDC
444 Halifax Street
Suite 203
Petersburg,VA23803
31-1639517 501(c)(3) 40,000       See Part IV
(382) Richmond Friends of Recreation
3925 MacDonald Avenue
Richmond,CA94805
94-2600126 501(c)(3) 10,000       See Part IV
(383) Richmond Main Street Initiatives
1000 MacDonald Ave
Suite 2A
Richmond,CA94801
68-0481132 501(c)(3) 26,500       See Part IV
(384) Riverworks Development Corp
526 E Concordia Avenue
Milwaukee,WI53212
39-1731739 501(c)(3) 203,000       See Part IV
(385) Rockhurst University
1100 Rockhurst Road
Kansas City,MO64110
44-0545813 501(c)(3) 105,775       See Part IV
(386) Rubicon Programs Inc
2500 Bissell Avenue
Suite B
Richmond,CA94804
94-2301550 501(c)(3) 170,000       See Part IV
(387) Rural Community Assistance Corp
3120 Freebrd Dr
West Sacramento,CA95691
94-2512284 501(c)(3) 15,000       See Part IV
(388) Rural Ulster Preservation Co
289 Fair Street
Suite 130
Kingston,NY12401
22-2368174 501(c)(3) 36,000       See Part IV
(389) Sacred Heart Community Svce
1381 South First Street
Suite 250
San Jose,CA95110
23-7179787 501(c)(3) 120,000       See Part IV
(390) Safer Foundation
571 W Jackson Blvd
Suite 100
Chicago,IL60661
36-2762168 501(c)(3) 139,325       See Part IV
(391) Sameuli Institute for Information Biology
1737 King Street
Suite 600
Alexandria,VA22314
33-0935065 501(c)(3) 40,000       See Part IV
(392) San Diego Housing Commission
1122 Broadway
PO Box 200908
San Diego,CA92101
95-3390896 GOVERNMENT 110,000       See Part IV
(393) Santa Maria Community Services
2918 Price Ave
Suite 130
Cincinnati,OH45204
31-0537141 501(c)(3) 161,500       See Part IV
(394) Santee-Lynches Affordable Housing & Comm DVLP
255 Broad Street
Suite 270
Sumter,SC29150
57-0951975 501(c)(3) 34,000       See Part IV
(395) Scarritt Renaissance Neighborhood Assoc
328 Benton Blvd
Suite 700
Kansas City,MO62124
43-1678000 501(c)(3) 10,000       See Part IV
(396) School District of Kansas City
1211 McGee
Kansas City,MO64106
44-6003108 Government 200,000       See Part IV
(397) Self-Help Enterprises
8445 W Elowin Court
Suite B
Visalia,CA93291
94-1592676 501(c)(3) 7,500       See Part IV
(398) SER Jobs for Prog of the Texas Gulf Coast
201 Broadway
Houston,TX77026
74-1590387 501(c)(3) 181,500       See Part IV
(399) SER Metro Detroit
9301 Michigan Ave
Detroit,MI48210
38-2080820 501(c)(3) 151,500       See Part IV
(400) Settlement Housing Fund Inc
247 W 37th Street
4th Floor
New York,NY10018
23-7078882 501(c)(3) 30,200       See Part IV
(401) Seward Redesign
2619 E Franklin Avenue
Minneapolis,MN55406
23-7290844 501(c)(3) 7,500       See Part IV
(402) Sheldon Oak Central Inc
54 South Prospect Street
Suite 402
Hartford,CT06106
06-1011060 501(c)(3) 200,000       See Part IV
(403) Shepherd Community Inc
4107 E Washi St
Westside Can Center
Indianapolis,IN46201
35-1765846 501(c)(3) 103,200       See Part IV
(404) Sherman Heights Community Center
2258 Island Avenue
Suite 133
San Diego,CA92102
33-0257031 501(c)(3) 11,986       See Part IV
(405) Sherman Park Community Association
3526 W Fond du Lac Ave
Milwaukee,WI53216
23-7281891 501(c)(3) 120,000       See Part IV
(406) Skid Row Housing Trust
1317 East Seventh St
Los Angeles,CA90021
95-4205316 501(c)(3) 50,000       See Part IV
(407) So Others Might Eat Inc
71 O Street NW
Suite 1800
Washington,DC20001
23-7098123 501(c)(3) 150,000       See Part IV
(408) South County Housing Corporation
7455 Carmel St
Suite 3166
Gilroy,CA95020
94-2590572 501(c)(3) 16,000       See Part IV
(409) Southeast Alabama Self Help Assoc
PODrawer 1080
G-1
Tuskegee Inst,AL36087
63-0571776 501(c)(3) 32,000       See Part IV
(410) Southeast Community Services
901 Shelby Street
4th Floor
Indianapolis,IN46203
35-1318068 501(c)(3) 209,553       See Part IV
(411) Southeast Neighborhood Development Inc
1030 Orange Street
Indianapolis,IN46203
35-1557200 501(c)(3) 75,050       See Part IV
(412) Southwest Housing Solutions Corp
1920 25th Street
PO Box 770
Detroit,MI48216
38-2324335 501(c)(3) 214,284       See Part IV
(413) Southwest Organizing Project
2609 W 63rd St
Chicago,IL60629
36-4090773 501(c)(3) 652,191       See Part IV
(414) Spanish Speaking Unity Council
1900 Fruitvale Ave
Suite 2A
Oakland,CA94601
94-1670490 501(c)(3) 125,875       See Part IV
(415) St Joseph's Preparatory School
1733 W Girard Avenue
Philadelphia,PA19130
23-1352675 501(c)(3) 200,000       See Part IV
(416) St Nick's Alliance
11 Catherine Street
Suite 500W
Brooklyn,NY11211
51-0192170 501(c)(3) 6,500       See Part IV
(417) Stop Abusive Family Environments
POBox 234 RT 7
Welch,WV24801
55-0647494 501(c)(3) 18,500       See Part IV
(418) Stop Wasting Abandoned
439 Pine Street
Suite 1013
Providence,RI02907
05-0370946 501(c)(3) 60,419       See Part IV
(419) Storefront for Community Design
1001 N 25th Street
Suite 306
Richmond,VA23223
45-2644809 501(c)(3) 45,000       See Part IV
(420) Sub Rosa LLC
620 N 25th Street
Richmond,VA23223
45-2462129 LLC 15,000       See Part IV
(421) Supportive Housing Works Inc
387 Clinton Avenue
Suite 402
Bridgeport,CT06605
20-5529890 501(c)(3) 10,000       See Part IV
(422) Tamaqua Area Community Partnership
114 West Broad Street
Suite 1050
Tamaqua,PA18252
23-2820326 501(c)(3) 115,605       See Part IV
(423) Teamwork Englewood
815 W 63rd Street
Suite 1005
Chicago,IL60621
74-3102944 501(c)(3) 283,316       See Part IV
(424) Tejano Center for Community Concerns
2950 Broadway
Houston,TX77017
76-0377101 501(c)(3) 14,391       See Part IV
(425) Temple University
1938 Liacouras Walk
217A
Philadelphia,PA19122
23-1365971 501(c)(3) 35,229       See Part IV
(426) Tenderloin Neighborhood Development Corp
201 Eddy Street
Suite 270
San Francisco,CA94102
94-2761808 501(c)(3) 25,000       See Part IV
(427) The Arts Commission of Greater Toledo
1838 Parkwood Avenue
Suite 120
Toledo,OH43604
34-1358701 501(c)(3) 12,500       See Part IV
(428) The Boston Project Ministries inc
670 Washington Street
Dorchester,MA02124
04-3395307 501(c)(3) 33,473       See Part IV
(429) The Bridge Inc
248 West 108th Street
Suite 300
New York,NY10025
13-1919799 501(c)(3) 120,000       See Part IV
(430) The CARA Program
703 West Monroe
4th Floor
Chicago,IL60661
36-4268095 501(c)(3) 216,345       See Part IV
(431) The Children's Home Assoc of Illinois
2130 N Knoxville Avenue
2150 Shattuck Avenue Suite 313
Peoria,IL61603
37-0662601 501(c)(3) 16,250       See Part IV
(432) The Children's Museum of Indianapolis
3000 N Meridian St
Suite B
Indianapolis,IN46208
35-0867985 501(c)(3) 6,111       See Part IV
(433) The Community Builders Inc
95 Berkley Street
Suite 500W
Boston,MA02116
04-2324773 501(c)(3) 37,250       See Part IV
(434) The Cornerstone Group Inc
7661 Bush Lake Drive
Bloomington,MN55438
41-1762459 C Corp 15,000       See Part IV
(435) The Crenulated Company Ltd
1512 Townsend Avenue
Bronx,NY10452
14-1719016 501(c)(3) 104,645       See Part IV
(436) The Downtown Shareholders of Kansas City
726 Armstrong
Suite 1005
Kansas City,MO66101
41-2202699 501(c)(3) 130,000       See Part IV
(437) The Enterprise Center
4548 Market Street
Suite 203
Philadelphia,PA19139
23-2575901 501(c)(3) 41,130       See Part IV
(438) The Genesis Center
620 Potters Avenue
Suite 2A
Providence,RI02907
22-3001721 501(c)(3) 20,721       See Part IV
(439) The Kennedy Commission
17701 Cowan Avenues
Suite 200
Irvine,CA92614
33-0959380 501(c)(3) 30,535       See Part IV
(440) The LaSalle Foundation
1111 N Wells Street
Suite 500W
Chicago,IL60610
36-3511457 501(c)(3) 111,700       See Part IV
(441) The Neighborhood Developers Inc
4 Gerrish Avenue
Chelsea,MA02150
04-2660283 501(c)(3) 138,639       See Part IV
(442) The Resurrection Project
1818 S Paulina Ave
Chicago,IL60608
36-3576073 501(c)(3) 648,695       See Part IV
(443) The University of Chicago
5801 South Ellis Avenue
Chicago,IL60637
36-2177139 501(c)(3) 8,500       See Part IV
(444) The Villages Community Dvlpmt Corp
8109 East Jefferson
Suite 1B
Detroit,MI48214
36-4598309 501(c)(3) 15,000       See Part IV
(445) Thomas-Dale District & Planning Council
685 Minnehaha Avenue W
St Paul,MN55104
41-0963444 501(c)(3) 25,000       See Part IV
(446) Three Rivers Local School District
92 Cleves Avenue
Cleves,OH45002
31-6000767 Government 200,000       See Part IV
(447) Tierra del Sol Housing Corporation
880 Anthony Dr
Anthony,NM88021
85-0227016 501(c)(3) 34,000       See Part IV
(448) Tri-County Urban League
317 S MacArthur Highway
Peoria,IL61605
37-0888235 501(c)(3) 14,000       See Part IV
(449) Tunica County CDC
Post Office Box 1402
Suite 270
Tunica,MS38676
64-0814239 501(c)(3) 32,435       See Part IV
(450) Twin Cities Community Land Bank LLC
615 1st Avenue NE
Suite 410
Minneapolis,MN55413
27-0260037 501(c)(3) 21,500       See Part IV
(451) Twin Cities Habitat for Humanity
3001 4th Street SE
Minneapolis,MN55414
36-3363171 501(c)(3) 50,000       See Part IV
(452) Umpqua Community Development Corp
605 South E Kane St
Roseburg,OR97470
93-1057208 501(c)(3) 65,000       See Part IV
(453) Unified Government of Wyandott County
701 North 7th Street
Kansas City,MO66101
48-1194075 Government 15,000       See Part IV
(454) Union Hill RVA Group LLC
2306 Jefferson Avenue
Richmond,VA23223
46-3525898 LLC 10,000       See Part IV
(455) United Methodist Children's Services of WI
3940 W Lisbon
Suite B
Milwaukee,WI53208
39-1030611 501(c)(3) 201,057       See Part IV
(456) United North Corporation
3106 Lagrange St
Toledo,OH43608
20-8567856 501(c)(3) 82,500       See Part IV
(457) United North East CDC
3636 E 38th Street
Indianapolis,IN46218
35-1961274 501(c)(3) 31,300       See Part IV
(458) United States Veterans Initiative
800 W 6th Street
Suite 1505
Los Angeles,CA90017
95-4382752 501(c)(3) 60,000       See Part IV
(459) United Way of Greater Houston
50 Waugh DR
Houston,TX77007
74-1167964 501(c)(3) 145,000       See Part IV
(460) University City District
3940-42 Chestnut St
Suite 200
Philadelphia,PA19104
23-2913784 501(c)(3) 135,000       See Part IV
(461) University Cultural Center Association
3939 Woodward Avenue
Detroit,MI48201
38-2134035 501(c)(3) 15,000       See Part IV
(462) University of California
2150 Shattuck Avenue
Suite 313
Berkeley,CA94704
94-6002123 501(c)(3) 49,000       See Part IV
(463) University of Cincinnati
PO Box 691031
Cincinnati,OH45269
31-6000989 Government 15,000       See Part IV
(464) University of Missouri-Kansas City
5100 Rockhill Road
Suite 250
Kansas City,MO64110
43-6003859 501(c)(3) 45,128       See Part IV
(465) Uptown Partners of Pittsburgh
710 5th Avenue
Suite 1000
Pittsburgh,PA15219
45-0560925 501(c)(3) 30,000       See Part IV
(466) Uptown Reinvestment Corp
519 South Saginaw Street
Suite 200
Flint,MI48502
38-3493359 501(c)(3) 30,000       See Part IV
(467) Uptown United
4753 N Broadway
822
Chicago,IL60640
36-4028056 501(c)(3) 22,500       See Part IV
(468) Urban Ecology Center Inc
1500 East Park Place
Milwaukee,WI53211
39-1712663 501(c)(3) 8,000       See Part IV
(469) Urban Homeworks
2015 Emerson Avenue N
Minneapolis,MN55411
41-1821520 501(c)(3) 60,000       See Part IV
(470) Urban League of Essex County
508 Central Avenue
4th Floor
Newark,NJ07107
22-1554540 501(c)(3) 40,000       See Part IV
(471) Urban League of Greater Cincinnati
3458 Reading Road
Cincinnati,OH45229
31-0565428 501(c)(3) 125,000       See Part IV
(472) Urban Neighborhood Initiatives
8300 Longworth St
Detroit,MI48209
38-3417161 501(c)(3) 205,600       See Part IV
(473) Urban Roots MN
731 East 7th Street
Suite 100
St Paul,MN55106
41-0975429 501(c)(3) 15,000       See Part IV
(474) Urban Works Ltd
213 W Institute Place
Suite 710
Chicago,IL60610
36-3917413 S Corp 15,000       See Part IV
(475) Vanguard Community Development Corp
2785 e Grand Boulevard
Suite 402
Detroit,MI48211
38-3201091 501(c)(3) 148,310       See Part IV
(476) Village of the Arts and Humanities
2544 Germantown Ave
Suite 200
Philadelphia,PA19133
22-3045318 501(c)(3) 80,000       See Part IV
(477) Volunteers of America Los Angeles
3600 Wilshire Blvd
Suite 1500
Los Angeles,CA90010
95-1691330 501(c)(3) 25,000       See Part IV
(478) Volunteers of America Texas
300 E Midway Drive
Euless,TX76039
75-0827469 501(c)(3) 147,000       See Part IV
(479) Walnut Hills Redevelopment Foundation Inc
791 East McMillan Ave
Cincinnati,OH45206
31-0921713 501(c)(3) 243,445       See Part IV
(480) Wealth Watchers Inc
1225 W Beaver St
Suite 110
Jacksonville,FL32204
01-0638984 501(c)(3) 40,000       See Part IV
(481) Weigh of life
968 23rd St
Richmond,CA94804
20-3752206 501(c)(3) 8,500       See Part IV
(482) Wesley Community Center Inc of Houston TX
1410 Lee Street
Houston,TX77009
74-1132578 501(c)(3) 130,000       See Part IV
(483) West Angeles CDC
6028 Crenshaw Blvd
Los Angeles,CA90043
95-4486925 501(c)(3) 100,000       See Part IV
(484) West Broadway Business & Area Coalition
911 West Broadway
Minneapolis,MN55411
41-1985423 501(c)(3) 40,000       See Part IV
(485) West Elmwood Housing Development Corp
224 Dexter Street
Providence,RI02907
23-7138165 501(c)(3) 30,000       See Part IV
(486) West Harlem Group Assistance
1652 Amsterdam Avenue
Suite 3166
New York,NY10031
23-7169558 501(c)(3) 54,645       See Part IV
(487) West Humboldt Park Family & Community DVLP
3620 W Chicago Ave
Chicago,IL60651
36-3807011 501(c)(3) 27,000       See Part IV
(488) West Indianapolis Development Corporation
1211 S Hiatt Street
Indianapolis,IN46221
35-1886746 501(c)(3) 44,360       See Part IV
(489) West Town Bikes
2459 W Division St
Suite 101
Chicago,IL60622
20-4767185 501(c)(3) 17,300       See Part IV
(490) Westbay Community Action
224 Buttonwoods Avenue
Warwick,RI02886
05-0311985 501(c)(3) 25,500       See Part IV
(491) Westminster Foundation
PO Box 3352
Suite 402
Buffalo,NY14240
20-1405438 501(c)(3) 175,500       See Part IV
(492) Westside Housing Organization
919 W 24th Street
Kansas City,MO64108
43-1122742 501(C)(3) 10,500       See Part IV
(493) White Center Community Development Assn
1615 SW Cambridge Street
Seattle,WA98106
72-1526567 501(c)(3) 25,000       See Part IV
(494) Wilkinsburg Community Develoment
1001 Wood Street
Wilkinsburg,PA15221
41-2241079 501(c)(3) 50,000       See Part IV
(495) Wilson Community Improvement Assoc
504 E Green Street
Suite 306
Wilson,NC27893
56-1053307 501(c)(3) 34,000       See Part IV
(496) Wisconsin Preservation Fund Inc
1000 North Water Street
Suite 2100
Milwaukee,WI53203
39-1657657 501(c)(3) 58,500       See Part IV
(497) Women's Employment Network
920 Main Street
Suite 100
Kansas City,MO64105
43-1508734 501(c)(3) 30,000       See Part IV
(498) Women's Institute for Housing and Economic DVLP
15 Court Square
Boston,MA02108
04-2733078 501(c)(3) 80,000       See Part IV
(499) Woodlawn East Community & Neighbors Inc
6450 South Stony Island Ave
Chicago,IL60637
36-3357617 501(c)(3) 10,000       See Part IV
(500) Woonasquatucket Valley Comm Build
28 Sims Avenue
Providence,RI02909
32-0015513 501(c)(3) 7,500       See Part IV
(501) Woonsocket Neighborhood Development Corp
719 Front Street
Woonsocket,RI028955278
22-2907602 501(c)(3) 103,343       See Part IV
(502) Working in Neighborhoods
1814 Dreman Avenue
Suite 103
Cincinnati,OH45223
31-0962007 501(c)(3) 34,000       See Part IV
(503) Wpa Bakery LLC
2707 E Marshall Street
Richmond,VA23223
46-0580965 LLC 15,000       See Part IV
(504) WSOS Community Action Commission
109 South Front St
Suite 101
Fremont,OH43420
34-0975934 501(c)(3) 75,000       See Part IV
(505) Youth Enrichment Strategies
3029 MacDonald Ave
Suite 220
Richmond,CA94804
03-0458294 501(c)(3) 13,300       See Part IV
(506) Youth Service Project Inc
3942 W North Avenue
Chicago,IL60647
36-2838207 501(c)(3) 60,000       See Part IV
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
486
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
20
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2013

Schedule I (Form 990) 2013
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients
(c)Amount of
cash grant
(d)Amount of
non-cash assistance
(e)Method of valuation (book,
FMV, appraisal, other)
(f)Description of non-cash assistance
(1) Stipends 116 500,339      












Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
Supplemental Information 1 SCHEDULE I, PART I, LINE 2 - PROCEDURES FOR MONITORING GRANTS INSIDE THE US. LISC STAFF CONDUCTS COMPLIANCE SITE VISITS TO ENSURE THAT GRANT FUNDS ARE SPENT FOR THE PURPOSE FOR WHICH THEY WERE GIVEN. IT IS ALSO A REQUIREMENT THAT GRANTEES SUBMIT REPORTS ON THEIR ACTIVITIES. THESE REPORTS ARE COLLECTED AND REVIEWED BY LISC STAFF TO ENSURE COMPLIANCE WITH GRANT DOCUMENTS.
SUPPLEMENTAL INFORMATION 2 SCHEDULE I, PART II, LINE 1, COLUMN (H) - PURPOSE OF GRANTS GRANTS PROJECT GRANTS ARE MADE TO COMMUNITY BASED ORGANIZATIONS THROUGHOUT THE COUNTRY TO SUPPORT THEIR EFFORTS TO TRANSFORM DISTRESSED COMMUNITIES.
SUPPLEMENTAL INFORMATION 3 AWARDS CHICAGO NEIGHBORHOODS DEVELOPMENT AWARDS PROGRAMS THE CHICAGO LISC OFFICE ANNUALLY HOLDS THE CHICAGO NEIGHBORHOODS DEVELOPMENT AWARDS (CNDA) CEREMONY. THE CNDA PROGRAM RECOGNIZES ORGANIZATIONS THAT WORK TO IMPROVE CHICAGO NEIGHBORHOODS. THE AWARD PROGRAM IS MADE UP OF TEN TEAMS OF VOLUNTEER JUDGES, AND ELEVEN MEMBERS OF AN AWARD COMMITTEE REPRESENTING BOTH THE NON-PROFIT AND FOR-PROFIT SECTORS. THE JUDGES EVALUATE AND RATE APPLICANTS ON THREE PRIMARY ASPECTS: DEVELOPMENT PROCESS OR ORGANIZATIONAL EFFECTIVENESS; COMMUNITY IMPACT; AND PROJECT OR ORGANIZATIONAL CHALLENGE. THE AWARD COMMITTEE REVIEWS THE EVALUATIONS OF THE JUDGES AND DETERMINES THE WINNERS OF THE AWARDS. THE AWARDS WERE AS FOLLOWS: 1. THE CHICAGO COMMUNITY TRUST OUTSTANDING STRATEGY OF THE YEAR AWARD IS GIVEN TO A NON-PROFIT COMMUNITY DEVELOPMENT ORGANIZATION AND/OR COLLABORATION OF ORGANIZATIONS IN RECOGNITION OF THE DEVELOPMENT AND SUCCESSFUL IMPLEMENTATION OF A STRATEGY THAT PROMOTES AND IS INTEGRAL TO A COMPREHENSIVE COMMUNITY DEVELOPMENT STRATEGY. 2. THE POLK BROTHERS FOUNDATION AFFORDABLE RENTAL HOUSING PRESERVATION AWARD IS GIVEN TO A FOR-PROFIT DEVELOPER AND/OR NON-PROFIT COMMUNITY DEVELOPMENT ORGANIZATION FOR A REAL ESTATE PROJECT THAT SERVES AS A MODEL OF PRESERVING AFFORDABLE RENTAL HOUSING THAT IS AT RISK BECAUSE OF EXPIRING SUBSIDIES OR PHYSICAL DETERIORATION. 3. THE RICHARD H. DRIEHAUS FOUNDATION AWARD FOR OUTSTANDING NON-PROFIT REAL ESTATE PROJECT IS GIVEN TO A NON-PROFIT COMMUNITY DEVELOPMENT ORGANIZATION FOR A REAL ESTATE PROJECT THAT MEETS COMMUNITY NEEDS, INVOLVED LOCAL RESIDENTS IN THE PLANNING PROCESS, OVERCAME OBSTACLES AND DEMONSTRATED CREATIVITY IN ITS DESIGN AND FINANCING. 4. SPECIAL RECOGNITION AWARD IS GIVEN TO A GROUP THAT HAS SHOWN PROMISE AS A NEW OR EMERGING ORGANIZATION, OR HAS ACHIEVED A PIVOTAL OR INNOVATIVE COMMUNITY DEVELOPMENT PROJECT, OR HAS BEEN A CRITICAL PROVIDER OF SERVICES TO THE COMMUNITY DEVELOPMENT FIELD. 5. THE PRIVATEBANK NORMAN BOBINS LEADERSHIP AWARD RECOGNIZES AN EMERGING LEADER AT A COMMUNITY DEVELOPMENT ORGANIZATION WHO HAS ENHANCED THE ORGANIZATION AND DEMONSTRATED THE POTENTIAL TO BECOME AN INNOVATIVE AND INSTRUMENTAL LEADER IN THE FIELD OF COMMUNITY DEVELOPMENT. 6. THE OUTSTANDING NEIGHBORHOOD REAL ESTATE PROJECT AWARD IS GIVEN TO A FOR-PROFIT REAL ESTATE PROJECT THAT RESPONDS TO COMMUNITY NEEDS, INVOLVED THE COMMUNITY IN THE PLANNING PROCESS AND SHOWS AN INNOVATIVE APPROACH TO DESIGN AND FINANCING. 7. THE RICHARD H. DRIEHAUS FOUNDATION AWARD FOR ARCHITECTURAL EXCELLENCE IN COMMUNITY DESIGN RECOGNIZES THREE DEVELOPMENTS THAT ARE MAKING A SIGNIFICANT CONTRIBUTION TO THE SOCIAL, VISUAL, AND CULTURAL LIFE OF THEIR NEIGHBORHOODS THROUGH QUALITY OF DESIGN. THE 2013 CNDA AWARD WINNERS WERE: GROWING HOME INC. RECEIVED $20,000 FOR THE CHICAGO COMMUNITY TRUST OUTSTANDING STRATEGY OF THE YEAR AWARD. LAWNDALE CHRISTIAN HEALTH CENTER RECEIVED $10,000 FOR THE RICHARD H. DRIEHAUS FOUNDATION AWARD FOR OUTSTANDING NON-PROFIT NEIGHBORHOOD REAL ESTATE PROJECT. FIVE T MANAGEMENT, INC. & COMMUNITY INVESTMENT CORP., EACH RECEIVED $5,000 FOR THE POLK BROTHERS FOUNDATION AFFORDABLE RENTAL HOUSING PRESERVATION AWARD. BLACK ENSEMBLE THEATER CULTURAL CENTER RECEIVED $5,000 FOR THE SPECIAL RECOGNITION AWARDS. URBANWORKS, LTD. RECEIVED $15,000 FOR PLACING FIRST FOR THE RICHARD H. DRIEHAUS FOUNDATION AWARD FOR ARCHITECTURAL EXCELLENCE IN COMMUNITY DESIGN. PAPPAGEORGE HAYMES LTD. & KOO AND ASSOCIATES EACH RECEIVED $1,500 FOR PLACING SECOND FOR THE RICHARD H. DRIEHAUS FOUNDATION AWARD FOR ARCHITECTURAL EXCELLENCE IN COMMUNITY DESIGN. JGMA RECEIVED $2,000 FOR PLACING THIRD FOR THE RICHARD H. DRIEHAUS FOUNDATION AWARD FOR ARCHITECTURAL EXCELLENCE IN COMMUNITY DESIGN. CENTER ON HALSTEAD RECEIVED $5,000 FOR THE PRIVATEBANK NORMAN BOBINS LEADERSHIP AWARD IN RECOGNITION OF ITS CEO, MODESTO TICO VALLE.
SUPPLEMENTAL INFORMATION 4 AWARDS MILWAUKEE AWARDS FOR NEIGHBORHOOD DEVELOPMENT INNOVATION (MANDI) THE MILWAUKEE AWARDS FOR NEIGHBORHOOD DEVELOPMENT INNOVATION PAY TRIBUTE TO THE PEOPLE AND ORGANIZATIONS WORKING TIRELESSLY TO MAKE MILWAUKEE A GREAT PLACE TO LIVE, LEARN, WORK AND GROW. THE MANDIS WERE INTRODUCED BY LISC MILWAUKEE IN 1999 TO ACKNOWLEDGE AND PROMOTE THE ACCOMPLISHMENTS OF THE COMMUNITY DEVELOPMENT INDUSTRY IN MILWAUKEE. THE MANDI CEREMONY HIGHLIGHTS A VARIETY OF COMMUNITY WORK WITH VIDEO PROFILES OF EACH MANDI FINALIST. ALL INDIVIDUALS, ORGANIZATIONS, AND PROJECTS SEEKING NOMINATION MUST BE LOCATED OR OPERATE A PROGRAM OR PROJECT IN MILWAUKEE COUNTY. THE AWARDS ARE DESIGNED TO RECOGNIZE EFFORTS THAT SPECIFICALLY TARGET CENTRAL CITY NEIGHBORHOODS. INDIVIDUALS, NONPROFITS, CORPORATIONS, AND PROJECTS CAN BE NOMINATED BY A THIRD PARTY OR SELF-NOMINATE. ALL NOMINATIONS ARE REVIEWED BY AN INDEPENDENT MANDI REVIEW COMMITTEE BASED ON VARIOUS CRITERIAS. THE MANDI REVIEW COMMITTEE IS A VOLUNTEER COMMITTEE COMPRISED OF REPRESENTATIVES FROM COMMUNITY DEVELOPMENT THAT INCLUDE: FINANCIAL INSTITUTIONS, FOUNDATIONS, REAL ESTATE DEVELOPMENT, FOR-PROFIT ORGANIZATIONS, EDUCATION FACILITIES, THE ARTS, MEDIA OUTLETS AND COUNTY AND CITY GOVERNMENT. NOMINATIONS THAT RECEIVE A SCORE HIGHER THAN THE THRESHOLD DETERMINED BY THE MANDI REVIEW COMMITTEE WILL MOVE ON TO THE FINALIST SELECTION ROUND. NOMINATIONS THAT PASS THE NOMINATION REVIEW ROUND ARE REVIEWED BY AN INDEPENDENT MANDI JURY BASED ON VARIOUS CRITERIAS. THE MANDI JURY IS A SECOND VOLUNTEER COMMITTEE COMPRISED OF REPRESENTATIVES FROM COMMUNITY DEVELOPMENT. THE AWARDS ARE: 1. BMO HARRIS BANK CORNERSTONE AWARD - HONORS AN ORGANIZATION/PROGRAM WITH A LONG-STANDING COMMITMENT TO A NEIGHBORHOOD(S) AND HAS DEMONSTRATED PERSISTENCE AND EFFECTIVENESS OVER TIME. a. HAS MADE A POSITIVE, OUTSTANDING, AND CONSISTENT CONTRIBUTION TO THE COMMUNITY FOR AT LEAST 5 YEARS. b. HAS PROVIDED TANGIBLE RESULTS CONCERNING COMMUNITY ISSUES THROUGH THEIR BODY OF WORK. c.HAS MADE CONSISTENT CONTRIBUTIONS TO THE COMMUNITY THROUGHOUT THEIR YEARS OF SERVICE. 2. NORTHERN TRUST NAVIGATOR AWARD - HONORS AN OUTSTANDING INDIVIDUAL THAT HAS PROVIDED LEADERSHIP AND COLLABORATION--BRINGING TOGETHER DIVERSE VOICES AND/OR RESOURCES TO IMPROVE THE COMMUNITY. a. PROVIDES A PLATFORM FOR DIVERSE GROUPS OF PEOPLE TO ENGAGE IN COMMUNITY PROBLEM SOLVING. b. SERVES AS A CATALYST FOR MEANINGFUL DIALOGUE TO ADDRESS COMPLEX COMMUNITY ISSUES. c. LEADERSHIP HAS RESULTED IN DEMONSTRATED POSITIVE CHANGE IN THE QUALITY OF LIFE FOR MILWAUKEE RESIDENTS. 3. PNC TRAIL BLAZER AWARD - HONORS AN INNOVATIVE APPROACH BY AN ORGANIZATION/PROGRAM TO A PROBLEM THAT IS PRODUCING DEMONSTRATIVE RESULTS. a. HAS DEMONSTRATED CREATIVE METHODS OF PROBLEM SOLVING TO ADDRESS COMPLEX COMMUNITY ISSUES. b. HAS DEMONSTRATED SIGNIFICANT RESULTS, AND SHARES THESE RESULTS WITH OTHERS FOR THE PURPOSE OF REPLICATION AND SUSTAINABILITY. c. ORGANIZATION/PROGRAM'S APPROACH AND RESULTS ARE SIGNIFICANTLY DIFFERENT FROM TRADITIONAL MODELS OR HAVE PROVED SUCCESSFUL. 4. STATE FARM INSURANCE BUILDING BLOCKS AWARD - HONORS A REAL ESTATE PROJECT THAT CONTRIBUTES SIGNIFICANTLY TO THE ENHANCEMENT OF THE COMMUNITY-FULFILLING A SIGNIFICANT ARTICULATED NEIGHBORHOOD NEED AND DEMONSTRATING SUPERIOR DESIGN QUALITY. a. PROJECT ENHANCED COMMUNITY PHYSICALLY, FINANCIALLY, OR SOCIALLY WITHOUT CHANGING OR WITHOUT REMOVING ANY POSITIVE ASPECTS OF PUBLIC SPACE. b. PROJECT INVOLVED A DIVERSE BODY OF CONTRACTORS, TO INCLUDE THOSE THAT ARE COMMUNITY BASED OR MINDED. c. PROJECT USED QUALITY BUILDING MATERIALS. PROJECT TAKES INTO CONSIDERATION ENVIRONMENTAL CONCERNS, IS FINANCIALLY SOUND, IS SAFE AND HEALTHY FOR COMMUNITY MEMBERS. d. PROJECT IS CATALYTIC - (PROJECT IS PART OF A BROADER NEIGHBORHOOD OR CITY PLAN). 5. BREWERS COMMUNITY FOUNDATION PUBLIC SPACE AWARD - HONORS THE CREATION OR USE OF PUBLIC SPACE THAT CONTRIBUTES SIGNIFICANTLY TO THE OVERALL WELL-BEING OF THE COMMUNITY. a. SPACE IS CONVENIENTLY LOCATED, PROVIDES A VARIETY OF FEATURES AND USES, AND IS WORTHY OF EMULATION. b. SPACE IS A PUBLIC DESTINATION WHICH IS WELL MAINTAINED AND USABLE THROUGHOUT THE YEAR. c. SPACE REPRESENTS SOUND INVESTMENT OF PUBLIC FUNDS, PRIVATE INVESTMENT AND/OR URBAN REGENERATION. SPACE CONTRIBUTES SIGNIFICANTLY TO THE OVERALL IMPROVEMENT GOALS OF A NEIGHBORHOOD. WINNERS: 1. URBAN ECOLOGY CENTER, INC. - WINNER OF THE BREWERS COMMUNITY FOUNDATION PUBLIC SPACE AWARD. URBAN ECOLOGY CENTER INC., WAS AWARDED $1,000 FOR THEIR WORK ON WASHINGTON PARK, A HISTORICAL MILWAUKEE LANDMARK. 2. PROGRESSIVE COMMUNITY HEALTH CENTERS - WINNER OF THE BMO HARRIS BANK CORNERSTONE AWARD. RECEIVED $1,000 FOR A LONG-STANDING COMMITMENT TO MEET THE HEALTH AND MEDICAL CARE NEEDS OF COMMUNITY MEMBERS, REGARDLESS OF THEIR ABILITY TO PAY. 3. CORE/EL CENTRO WINNER OF THE STATE FARM INSURANCE BUILDING BLOCKS AWARD RECEIVED $1,000 FOR THE CLOCK SHADOW BUILDING. THE CLOCK SHADOW BUILDING LOCATED AT 130 W. BRUCE STREET IN MILWAUKEE, IS A TESTAMENT TO URBAN PIONEERING AND SUSTAINABILITY. 4. OUR NEXT GENERATION INC., WINNER OF THE PNC BANK TRAILBLAZER AWARD, RECEIVED $1,000, FOR THEIR INNOVATIVE OUTBOUND LEARNING PROGRAM. 5. LAYTON BLVD. WEST NEIGHBORS, INC., (LBWN) RECEIVED $1,000 TO HONOR THE WORK OF THEIR EXECUTIVE DIRECTOR, CHARLOTTE JOHN-GOMEZ. UNDER HER LEADERSHIP, LBWN HAS INVESTED $35 MILLION IN THE NEIGHBORHOOD AND HAS ENGAGED THOUSANDS OF NEIGHBORS WHO HAVE WORKED ON PROJECTS AND NEIGHBORHOOD EVENTS.
Schedule I (Form 990) 2013


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
LOCAL INITIATIVES SUPPORT CORPORATION
 
Employer identification number

13-3030229
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1)MICHAEL RUBINGERPRESIDENT & CEO (i)
(ii)
435,166
0
0
0
3,969
0
26,775
0
23,306
0
489,216
0
0
0
(2)FRANCENA BROOKSEXECUTIVE VP OF PROGRAMS (i)
(ii)
239,841
0
0
0
1,290
0
24,854
0
18,255
0
284,240
0
0
0
(3)MICHAEL LEVINEEXECUTIVE VP & GENERAL COUNSEL (i)
(ii)
267,499
0
0
0
1,344
0
26,775
0
13,108
0
308,726
0
0
0
(4)TOBIN LEVYEXECUTIVE VP & CFO (i)
(ii)
265,527
0
0
0
3,969
0
26,775
0
4,285
0
300,556
0
0
0
(5)MATTHEW JOSEPHSSENIOR VICE PRESIDENT (i)
(ii)
188,632
0
0
0
450
0
15,412
0
28,654
0
233,148
0
0
0
(6)ELISE BALBONISENIOR VICE PRESIDENT (i)
(ii)
137,097
0
0
0
337
0
14,274
0
11,892
0
163,600
0
0
0
(7)MARYJO ALLENSENIOR VICE PRESIDENT (i)
(ii)
182,970
0
0
0
6,180
0
20,008
0
15,261
0
224,419
0
0
0
(8)LILY LIMVICE PRESIDENT/CONTROLLER (i)
(ii)
174,487
0
0
0
690
0
14,333
0
28,774
0
218,284
0
0
0
(9)GREGORY MAHERSENIOR VICE PRESIDENT (i)
(ii)
156,308
0
0
0
579
0
16,746
0
18,518
0
192,151
0
0
0
(10)RICHARD MANSONVICE PRESIDENT (i)
(ii)
149,190
0
0
0
1,290
0
16,181
0
28,748
0
195,409
0
0
0
(11)DENISE ALTAYVICE PRESIDENT (i)
(ii)
175,366
0
0
0
1,290
0
18,573
0
16,785
0
212,014
0
0
0
(12)CHARLES VLIEKVICE PRESIDENT (i)
(ii)
151,103
0
0
0
1,284
0
15,865
0
611
0
168,863
0
0
0
(13)MARGARET SLANEVICE PRESIDENT (i)
(ii)
144,555
0
0
0
297
0
15,985
0
31,632
0
192,469
0
0
0
(14)CELAYNE HILLVICE PRESIDENT (i)
(ii)
136,355
0
0
0
1,198
0
14,817
0
12,775
0
165,145
0
0
0
(15)JOE DIFILIPPISENIOR VICE PRESIDENT (i)
(ii)
207,399
0
0
0
1,980
0
21,678
0
23,204
0
254,261
0
0
0
(16)MARIANO DIAZVICE PRESIDENT (i)
(ii)
162,318
0
0
0
1,980
0
17,404
0
28,007
0
209,709
0
0
0
(17)REENA BHATIAVICE PRESIDENT (i)
(ii)
152,294
0
0
0
270
0
13,344
0
8,721
0
174,629
0
0
0
(18)ANIKA GOSS-FOSTERVICE PRESIDENT (i)
(ii)
147,349
0
0
0
298
0
15,837
0
28,454
0
191,938
0
0
0
(19)BARBARA BURNHAMVICE PRESIDENT (i)
(ii)
151,061
0
0
0
3,810
0
16,515
0
14,148
0
185,534
0
0
0
(20)COURTNEY BRANKERASSISTANT TREASURER (i)
(ii)
115,702
0
0
0
336
0
12,438
0
24,585
0
153,061
0
0
0
(21)MICHAEL TANGVICE PRESIDENT (i)
(ii)
129,488
0
0
0
384
0
13,823
0
9,758
0
153,453
0
0
0
(22)KEVIN JORDANSENIOR VICE PRESIDENT (i)
(ii)
160,315
0
0
0
450
0
17,719
0
33,006
0
211,490
0
0
0
(23)LARRY OAKSVICE PRESIDENT (i)
(ii)
152,176
0
0
0
412
0
0
0
17,318
0
169,906
0
0
0
(24)GERALDINE BAUMSENIOR VICE PRESIDENT (i)
(ii)
185,219
0
0
0
1,290
0
18,389
0
13,380
0
218,278
0
0
0
(25)BETH MARCUSSENIOR VICE PRESIDENT (i)
(ii)
161,099
0
0
0
683
0
17,544
0
30,556
0
209,882
0
0
0
(26)KENNETH PATRICK MAHERVICE PRESIDENT (i)
(ii)
135,799
0
0
0
411
0
14,601
0
11,269
0
162,080
0
0
0
(27)SUSANA VASQUEZEXECUTIVE DIRECTOR (i)
(ii)
177,168
0
0
0
300
0
18,800
0
30,553
0
226,821
0
0
0
(28)DENISE NOTICE-SCOTTMANAGING DIRECTOR (i)
(ii)
182,005
0
0
0
1,290
0
19,391
0
10,712
0
213,398
0
0
0
(29)JOHN CHRISTOPHER WALKERDIRECTOR (i)
(ii)
158,890
0
0
0
1,980
0
17,306
0
30,506
0
208,682
0
0
0
(30)ORAMENTA NEWSOMEEXECUTIVE DIRECTOR (i)
(ii)
142,749
0
0
0
1,272
0
15,568
0
21,962
0
181,551
0
0
0
(31)COLLETTE WILLIAMSASSISTANT CONTROLLER (i)
(ii)
146,362
0
0
0
446
0
15,790
0
20,671
0
183,269
0
0
0
(32)ROBERT VAN METEREXECUTIVE DIRECTOR (i)
(ii)
131,748
0
0
0
1,167
0
12,423
0
31,229
0
176,567
0
0
0
(33)JEANNE COLAEXECUTIVE DIRECTOR (i)
(ii)
131,203
0
0
0
399
0
14,279
0
29,724
0
175,605
0
0
0
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
Schedule J (Form 990) 2013

Additional Data


Software ID:  
Software Version:  
Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBullet See separate instructions.
MediumBulletInformation about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
LOCAL INITIATIVES SUPPORT CORPORATION
 
Employer identification number

13-3030229
Part I
Excess Benefit Transactions (section 501(c)(3) and section 501(c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No





2
Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
Total ......Small Bullet $  
Part III
Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2013
Schedule L (Form 990 or 990-EZ) 2013
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) MARY BURKHOLDER FORMER OFFICER 12,786 CONSULTING SERVICES   No
(2) GEORGE WALKER DIRECTOR 530,564 TRUST FUND MANAGEMENT   No
(3) Evelyn Brown Former Officer 10,323 Consulting Services   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
SCH L, Part IV 1(B) Mary Burkholder, a former officer of LISC, is providing consulting services to LISC. The total amount paid on 2013 is $12,876. 2(B) George Walker, a current director of LISC, is an officer of Neuberger Berman. Neuberger Berman manages the Common Trust Fund for nonprofits that work with the NYC LISC program. LISC and Neuberger Berman earn fees from the Common Trust Fund. The total fees that LISC earned in 2013 was $530,564. 3(B) Evelyn Brown, a former officer of LISC, provided consulting services. The total amount paid in 2013 is $10,323.
Schedule L (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version:  




SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
LOCAL INITIATIVES SUPPORT CORPORATION
 
Employer identification number

13-3030229
Return Reference Explanation
FORM 990, PART VI, SECTION B, LINE 11B - Process to review the Form 990 THE ORGANIZATION'S FORM 990 IS INITIALLY PREPARED BY AN INDEPENDENT ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY THE ORGANIZATION'S FINANCE DEPARTMENT. THE FINANCE DEPARTMENT AND LEGAL DEPARTMENT THEN REVIEW AND PROVIDE COMMENTS ON THE RETURN AS DRAFTED BY THE ACCOUNTING FIRM. THE ORGANIZATION'S VP/CONTROLLER THEN REVIEWS AND APPROVES THE REVISED DRAFT RETURN. THE LISC BOARD OF DIRECTORS HAS DELEGATED TO THE LISC AUDIT COMMITTEE, A COMMITTEE OF THE BOARD OF DIRECTORS, THE AUTHORITY TO APPROVE LISC'S FINAL FORM 990. THE 990 IS PRESENTED TO THE AUDIT COMMITTEE FOR ITS REVIEW AND APPROVAL EACH YEAR BEFORE SUBMISSION TO THE IRS. A COPY IS ALSO PROVIDED TO THE BOARD OF DIRECTORS BEFORE FILING.
FORM 990, PART VI, SECTION B, LINE 12c - conflict of interest policy ALL NEW EMPLOYEES ARE REQUIRED TO SUBMIT A CONFLICT OF INTEREST QUESTIONNAIRE, AT THE TIME OF HIRING, TO THE SENIOR VICE PRESIDENT OF HUMAN RESOURCES DISCLOSING ANY OUTSIDE AFFILIATIONS. ALL CURRENT EMPLOYEES ARE REQUIRED TO SUBMIT A CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY TO THE GENERAL COUNSEL DISCLOSING ALL OUTSIDE AFFILIATIONS. IN ADDITION, EMPLOYEES ARE REQUIRED TO DISCLOSE TO THE SENIOR VICE PRESIDENT OF HUMAN RESOURCES OR GENERAL COUNSEL ANY OUTSIDE AFFILIATIONS OR POTENTIAL CONFLICTS OF INTEREST AS THEY ARISE THROUGHOUT THE YEAR. THE SENIOR VICE PRESIDENT OF HUMAN RESOURCES AND/OR THE GENERAL COUNSEL REVIEWS THE OUTSIDE AFFILIATIONS TO DETERMINE IF THERE ARE ANY POTENTIAL CONFLICTS OF INTEREST OR VIOLATIONS OF THE CONFLICT OF INTEREST POLICY. IF SO, APPROPRIATE ACTION IS TAKEN TO RESOLVE ANY SUCH CONFLICTS OR VIOLATIONS, INCLUDING CAUSING AN EMPLOYEE TO TERMINATE HIS/HER OUTSIDE AFFILIATION OR TAKING APPROPRIATE DISCIPLINARY ACTION. LISC'S GENERAL COUNSEL COLLECTS ANNUALLY FROM EACH LISC BOARD MEMBER A BOARD CONFLICT OF INTEREST QUESTIONNAIRE, WHICH REQUIRES EACH BOARD MEMBER TO LIST ANY DIRECT OR INDIRECT AFFILIATIONS SUCH BOARD MEMBER OR HIS/HER RESPECTIVE FAMILY MEMBERS HAVE THAT MIGHT GIVE RISE TO A CONFLICT OF INTEREST AS DEFINED IN THE BOARD-APPROVED BOARD CONFLICT OF INTEREST POLICY. IN ADDITION, BOARD MEMBERS ARE ASKED TO SUBMIT TO THE BOARD CHAIRPERSON OR THE LISC GENERAL COUNSEL ANY CHANGES IN SUCH AFFILIATIONS AS THEY ARISE. PURSUANT TO THE BOARD CONFLICT OF INTEREST POLICY, A BOARD MEMBER IS REQUIRED TO NOTIFY THE BOARD CHAIRPERSON OR COMMITTEE CHAIRPERSON, AS APPLICABLE, OF ANY MATTER BEFORE THE BOARD OR COMMITTEE WITH WHICH SUCH BOARD MEMBER HAS A CONFLICT OF INTEREST. SUCH BOARD MEMBER IS ALSO REQUIRED TO ABSTAIN FROM ANY DISCUSSION AND VOTE ON SUCH MATTER, AND MAY, AT THE DISCRETION OF THE BOARD CHAIRPERSON OR COMMITTEE CHAIRPERSON, BE REQUIRED TO LEAVE THE MEETING DURING DISCUSSION OF SUCH MATTER. THE LISC GENERAL COUNSEL MONITORS ANY POTENTIAL BOARD CONFLICT OF INTEREST WITH MATTERS BROUGHT BEFORE THE BOARD OR A BOARD COMMITTEE AND BOARD MEMBERS' COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY.
FORM 990, PART VI, SEC B, LINE 15 - PROCESS FOR DETERMINING COMPENSATION THE ANNUAL PERFORMANCE OF THE PRESIDENT AND CEO OF LISC, THE TOP MANAGEMENT OFFICIAL, IS REVIEWED BY THE EXECUTIVE AND FINANCE COMMITTEE OF THE LISC BOARD, WHICH IS COMPRISED OF INDEPENDENT PERSONS, IN EXECUTIVE SESSION. AN ANNUAL INTERNAL PERFORMANCE REVIEW FOR ALL OTHER LISC OFFICERS IS CONDUCTED BY EACH OFFICER'S RESPECTIVE DIRECT SUPERVISOR. BASED ON THE REVIEW OF THE PRESIDENT AND CEO BY THE EXECUTIVE AND FINANCE COMMITTEE, AND THE INTERNAL REVIEWS FOR ALL OTHER OFFICERS, THE PRESIDENT AND CEO AND THE SENIOR VICE PRESIDENT OF HUMAN RESOURCES PRESENT COMPENSATION RECOMMENDATIONS FOR THE PRESIDENT AND CEO AND EACH OTHER LISC OFFICER TO THE EXECUTIVE AND FINANCE COMMITTEE OF THE LISC BOARD OF DIRECTORS FOR ITS REVIEW AND RECOMMENDATION TO THE FULL BOARD OF DIRECTORS FOR APPROVAL. THE OFFICERS' COMPENSATION IS REVIEWED IN EXECUTIVE SESSION OF THE EXECUTIVE AND FINANCE COMMITTEE, AND NO OFFICERS, OTHER THAN THE PRESIDENT AND CEO AND Senior Vice President of Human Resources, ARE PRESENT DURING SUCH EXECUTIVE SESSION, AND THE PRESIDENT AND CEO AND Senior Vice President of Human Resources ARE NOT PRESENT DURING THE REVIEW OF THEIR RESPECTIVE COMPENSATION. THE DISCUSSIONS OF, AND DECISIONS REGARDING, OFFICERS' COMPENSATION ARE DOCUMENTED IN THE MINUTES OF THE MEETINGS OF THE EXECUTIVE AND FINANCE COMMITTEE AND THE BOARD OF DIRECTORS AT WHICH SUCH REVIEW IS CONDUCTED. LISC MEASURES AND REWARDS JOB PERFORMANCE ON THE BASIS OF JOB DUTIES AND RESPONSIBILITIES, AS DETERMINED BY AN INDEPENDENT, OUTSIDE FIRM USING COMPARABILITY DATA PREPARED BY THE HAY GROUP. LISC TARGETS BASE SALARIES FOR ALL EMPLOYEES AT THE 75TH PERCENTILE FOR ALL NON-PROFIT ORGANIZATIONS, WHICH EQUATES TO APPROXIMATELY THE 25TH PERCENTILE OF ALL EMPLOYEES NATIONWIDE. LISC UTILIZES NATIONWIDE SALARY RANGES FOR EACH OFFICER AND NON-OFFICER POSITION AND GUIDELINES FOR ADMINISTERING SALARIES WITHIN RANGES. SALARY RANGES FOR ALL OFFICER AND NON-OFFICER STAFF ARE REVIEWED PERIODICALLY BY THE OUTSIDE FIRM. THE SALARY RANGES ARE PRESENTED ALONG WITH RECOMMENDED OFFICERS' COMPENSATION AT THE TIME OF APPROVAL. LISC ENGAGED AN OUTSIDE FIRM TO CONDUCT A REVIEW OF COMPENSATION FOR THE TOP EXECUTIVE POSITIONS OF LISC (PRESIDENT AND CEO, EXECUTIVE VICE PRESIDENTS, AND SENIOR VICE PRESIDENTS) TO SUPPORT THE REASONABLENESS OF THE SALARY INCREASES RECOMMENDED TO THE BOARD IN MARCH 2012. Outside tax counsel to LISC reviewed the assessment, including methodology and findings, and such compensation data was presented to the Executive and Finance Committee as part of its review of officer compensation effective April 2012.
FORM 990, PART VI, SECTION B, LINE 16B LISC HAS A JOINT VENTURE-TYPE ARRANGEMENT THROUGH NEW MARKETS SUPPORT COMPANY (NMSC). LISC IS THE SOLE MEMBER OF NMSC. FORM 990 INCLUDES NMSC. NMSC IS A SINGLE MEMBER LIMITED LIABILITY COMPANY THAT IS DISREGARDED FOR INCOME TAX PURPOSES. NMSC IS INVOLVED IN CERTAIN JOINT VENTURE-TYPE ARRANGEMENTS THAT FURTHER LISC'S TAX-EXEMPT MISSION BY USING NEW MARKETS TAX CREDIT (NMTC) AUTHORITY TO STIMULATE THE INVESTMENT OF PRIVATE CAPITAL IN THE DISTRESSED COMMUNITIES THAT LISC SERVES. THE NMTC PROGRAM IS DESIGNED TO PROVIDE INVESTORS, SUCH AS BANKS, INSURANCE COMPANIES, INVESTMENT FUNDS, CORPORATIONS, AND INDIVIDUALS, WITH CREDITS AGAINST FEDERAL INCOME TAX IN RETURN FOR NEW INVESTMENTS MADE IN ELIGIBLE BUSINESSES AND COMMERCIAL PROJECTS IN LOW-INCOME AREAS. UNDER THE NMTC PROGRAM, INVESTMENTS IN LOW-INCOME AREAS ARE MADE THROUGH COMMUNITY DEVELOPMENT ENTITIES (CDES). NMSC SERVES AS THE MANAGING MEMBER IN CERTAIN CDES. A PIONEER IN THE CREATION AND USE OF THIS FEDERAL PROGRAM, LISC HAS FOCUSED ITS USE OF NMTC AUTHORITY ON FINANCING THE DEVELOPMENT OF COMMERCIAL AND COMMUNITY SPACE AND HOUSING THAT GENERATE JOBS, PROVIDE NEEDED GOODS AND SERVICES, AND REVERSE PHYSICAL DETERIORATION IN STRUGGLING COMMUNITIES IN LISC'S PROGRAM AREAS. MEMBERS OF LISC STAFF PLAY AN ACTIVE ROLE IN THE SELECTION AND REVIEW OF NMSC-SUPPORTED PROJECT INVESTMENTS TO ENSURE THAT THEY SUPPORT LISC'S CHARITABLE TAX-EXEMPT PURPOSES. LISC ALSO APPOINTS THE ENTIRE BOARD OF MANAGERS OF NMSC, THE MAJORITY OF WHICH ARE ALSO MEMBERS OF LISC STAFF. IN 2013, LISC CREATED NEIGHBORHOOD REVITALIZATION NYC LLC ("NR-NYC") TO ADDRESS MOLD IN HOUSING LOCATED IN AREAS AFFECTED BY HURRICANE SANDY. LISC RECEIVED CONTRIBUTIONS TO SUPPORT THESE EFFORTS. LISC CHANNELED THESE FUNDS TO NR-NYC FOR THESE ACTIVITIES.
FORM 990, PART VI, SECTION C, LINE 19 DISCLOSURE THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, FINANCIAL STATEMENTS, AND FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST. ALSO, THE FEDERAL FORM 990, WHICH INCLUDES FINANCIAL AND OTHER DISCLOSURES IS AVAILABLE ON THE ORGANIZATION'S WEBSITE.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.
MediumBullet
Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
LOCAL INITIATIVES SUPPORT CORPORATION
 
Employer identification number

13-3030229
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income


(e)
End-of-year assets


(f)
Direct controlling
entity

(1) New Markets Support Company LLC
10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
13-4251148
TAX CREDITS IL 7,767,178 242,143 NA
 
(2) LISC Louisiana Loan Fund LLC
501 Seventh Avenue 7th FL
New York,NY10018
20-8539633
Financing NY 92,184 71,737 NA
 
(3) Neighborhood Properties LLC
501 Seventh Avenue 7th FL
New York,NY10018
26-3674004
Asset Mgmt. NY 167,033 -251,021 N/A
(4) LISC Cook County Housing Preserv LLC
501 Seventh Avenue 7th FL
New York,NY10018
26-3479816
Financing NY 16,528 -25,374 NA
 
(5) Neighborhood Revitalization NYC LLC
501 Seventh Avenue 7th FL
New York,NY10018
46-1901030
Mold treatmen NY 14,656,258 500 NA
 


Part II
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


(e)
Public charity status
(if section 501(c)(3))

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled entity?
Yes No
(1) THE RETAIL INITIAITVE INC

501 SEVENTH AVENUE 7TH FL

NEW YORK,NY10018
13-3690780
CMTY DEVELOP NY 501(C)(3) 9 LISC
 
Yes
 
(2) National Equity Fund Inc

501 Seventh Avenue 7th FL

New York,NY10018
36-3490231
Low-Inc Hsng IL 501(c)(4) N/A LISC
 
Yes
 
(3) OREGON CORP FOR AFFORDABLE HOUSING

10 S Riverside Plaza Ste 1700

CHICAGO,IL60606
93-1113844
LOW-INC HSNG OR 501(C)(3) 9 NEF INC
 
Yes
 
(4) LOCAL INITIATIVES MANAGED ASSET CORP

501 Seventh Avenue 7th FL

NEW YORK,NY10018
11-2848981
CMTY DEVELOP NY 501(C)(3) 9 LISC
 
Yes
 
(5) NEW YORK EQUITY FUND INC

10 S Riverside Plaza Ste 1700

CHICAGO,IL60606
36-4041986
LOW-INC HSG IL 501(C)(4) N/A NEF INC
 
Yes
 
(6) NATIONAL EQUITY FUND INC

10 S Riverside Plaza Ste 1700

CHICAGO,IL60606
36-3490231
LOW-INC HSNG IL 501(C)(4) N/A LISC
 
Yes
 


For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?



(k)
Percentage
ownership


Yes No Yes No
(1) AFFORDABLE HOUSING PRESERVATION SERVICES

501 SEVENTH AVENUE 7TH FLOOR
NEW YORK,NY10018
99-9999999
PRESERVATION DE NA
 
N/A 0 0   No 0   No  
(2) AFFORDABLE HOUSING PRESERVATION MNG SRVS

501 SEVENTH AVENUE 7TH FLOOR
NEW YORK,NY10018
99-9999999
MNG SERVICES DE NA
 
N/A 0 0   No 0   No  
(3) BOA COMMUNITY INVESTMENT FUND II LLC

10 S Riverside Plaza Ste 1700
CHICAGO,IL10018
20-0296106
PRESERVATION DE NEF INC
 
N/A 0 0   No 0   No  
(4) BOA COMMUNITY INVESTMENT III LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL10018
20-3697681
MNG SERVICES DE NEF INC
 
N/A 0 0   No 0   No  
(5) BOA COMMUNITY INVESTMENT IV LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
26-1851404
LOW-INCOME HO DE NEF INC
 
N/A 0 0   No 0   No  
(6) BOA COMMUNITY INVESTMENT V LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
26-3751207
LOW-INCOME HO DE NEFCI INC
 
N/A 0 0   No 0   No  
(7) CALIFORNIA EQUITY FUND 1990 LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
36-3738507
LOW-INCOME HO CA NEF INC
 
N/A 0 0   No 0   No  
(8) CALIFORNIA EQUITY FUND 1991 LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
36-3794783
LOW-INCOME HO CA NEF INC
 
N/A 0 0   No 0   No  
(9) CALIFORNIA EQUITY FUND 1992 LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
36-3843751
LOW-INCOME HO CA NEF INC
 
N/A 0 0   No 0   No  
(10) CALIFORNIA EQUITY FUND 1993 LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
36-3885995
LOW-INCOME HO CA NEF INC
 
N/A 0 0   No 0   No  
(11) CALIFORNIA EQUITY FUND 1994 LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
36-3961576
LOW-INCOME HO CA NEF INC
 
N/A 0 0   No 0   No  
(12) CALIFORNIA EQUITY FUND 1994 SE

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
36-3997618
LOW-INCOME HO CA NEF INC
 
N/A 0 0   No 0   No  
(13) CALIFORNIA EQUITY FUND 1995 LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
36-4025432
LOW-INCOME HO CA NEF INC
 
N/A 0 0   No 0   No  
(14) CALIFORNIA EQUITY FUND 1996 LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
36-4089379
LOW-INCOME HO CA NEF INC
 
N/A 0 0   No 0   No  
(15) CALIFORNIA EQUITY FUND 1997 LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
36-4159240
LOW-INCOME HO CA NEF INC
 
N/A 0 0   No 0   No  
(16) CALIFORNIA EQUITY FUND 1998 LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
36-4234307
LOW-INCOME HO CA NEF INC
 
N/A 0 0   No 0   No  
(17) CALIFORNIA EQUITY FUND 1999 LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
36-4296157
LOW-INCOME HO CA NEF INC
 
N/A 0 0   No 0   No  
(18) CALIFORNIA EQUITY FUND 2000 LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
36-4380675
LOW-INCOME HO DE NEF INC
 
N/A 0 0   No 0   No  
(19) CALIFORNIA EQUITY FUND 2002 LLC

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
94-3427611
LOW-INCOME HO DE NEF INC
 
N/A 0 0   No 0   No  
(20) CALIFORNIA EQUITY FUND 2003 LLC

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
20-0233867
LOW-INCOME HO DE NEF INC
 
N/A 0 0   No 0   No  
(21) CALIFORNIA EQUITY FUND 2004 LLC

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
20-1384513
LOW-INCOME HO DE NEF INC
 
N/A 0 0   No 0   No  
(22) CHICAGO EQUITY FUND 1995 LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
36-4039330
LOW-INCOME HO IL NEFCI INC
 
N/A 0 0   No 0   No  
(23) CHICAGO EQUITY FUND 1996 LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
36-4098780
LOW-INCOME HO IL NEFCI INC
 
N/A 0 0   No 0   No  
(24) CHICAGO EQUITY FUND 1997 LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
36-4186158
LOW-INCOME HO IL NEFCI INC
 
N/A 0 0   No 0   No  
(25) CHICAGO EQUITY FUND 1998 LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
36-4282144
LOW-INCOME HO IL NEFCI INC
 
N/A 0 0   No 0   No  
(26) CHICAGO EQUITY FUND 2000 LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
36-4325575
LOW-INCOME HO IL NEFCI INC
 
N/A 0 0   No 0   No  
(27) CHICAGO EQUITY FUND 2001 LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
36-4416840
LOW-INCOME HO IL NEFCI INC
 
N/A 0 0   No 0   No  
(28) CHICAGO EQUITY FUND 2002 LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
30-0066665
LOW-INCOME HO IL NEFCI INC
 
N/A 0 0   No 0   No  
(29) CHICAGO EQUITY FUND 2003 LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
30-0149138
LOW-INCOME HO IL NEFCI INC
 
N/A 0 0   No 0   No  
(30) CHICAGO EQUITY FUND 2004 LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
32-0106888
LOW-INCOME HO IL NEFCI INC
 
N/A 0 0   No 0   No  
(31) CITIGROUP CCDE INVESTMENT FUND LLC

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
36-4425650
LOW-INCOME HO DE NEF INC
 
N/A 0 0   No 0   No  
(32) CRESCENT COMMUNITY INVESTMENT FUND LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
26-0859985
LOW-INCOME HO DE NEFCI INC
 
N/A 0 0   No 0   No  
(33) FIFTH THIRD INVESTMENT FUND LLC

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
95-3427804
LOW-INCOME HO DE NEFCI INC
 
N/A 0 0   No 0   No  
(34) FIRST CHICAGO LEASING IF LLC

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
20-1005813
LOW-INCOME HO DE NEF INC
 
N/A 0 0   No 0   No  
(35) FNBC LEASING INVESTMENT FUND LLC

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
20-5046285
LOW-INCOME HO DE NEF INC
 
N/A 0 0   No 0   No  
(36) JP MORGAN CHASE LOW-INCOME HF LLC

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
36-4406946
LOW-INCOME HO DE NEF INC
 
N/A 0 0   No 0   No  
(37) KEY CDC INVESTMENT FUND LLC

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
95-4893445
LOW-INCOME HO DE NEF INC
 
N/A 0 0   No 0   No  
(38) KEY USA INVESTMENT FUND LLC

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
95-4893448
LOW-INCOME HO DE NEF INC
 
N/A 0 0   No 0   No  
(39) MLI INVESTMENT FUND II LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
26-2554858
LOW-INCOME HO DE NEFCI INC
 
N/A 0 0   No 0   No  
(40) NATIONAL AFFORDABLE HOUSING FUND I LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
26-1177798
LOW-INCOME HO DE NEFCI INC
 
N/A 0 0   No 0   No  
(41) NATIONAL CITY INVESTMENT FUND LLC

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
95-4893437
LOW-INCOME HO DE NEF INC
 
N/A 0 0   No 0   No  
(42) NATIONAL EQUITY FUND 1987 LP 3

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
36-3539334
LOW-INCOME HO DE NEF INC
 
N/A 0 0   No 0   No  
(43) NATIONAL EQUITY FUND 1988 LP 3

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
36-3602378
LOW-INCOME HO DE NEF INC
 
N/A 0 0   No 0   No  
(44) NATIONAL EQUITY FUND 1989 LP 3

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
36-3668619
LOW-INCOME HO DE NEF INC
 
N/A 0 0   No 0   No  
(45) NATIONAL EQUITY FUND 1990 LP 3

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
36-3725144
LOW-INCOME HO DE NEF INC
 
N/A 0 0   No 0   No  
(46) NATIONAL EQUITY FUND 1992 LP 3

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
36-3843752
LOW-INCOME HO DE NEF INC
 
N/A 0 0   No 0   No  
(47) NATIONAL EQUITY FUND 1993 LP 3

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
36-3878944
LOW-INCOME HO DE NEF INC
 
N/A 0 0   No 0   No  
(48) NATIONAL EQUITY FUND 1994 LP 3

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
36-3958151
LOW-INCOME HO DE NEF INC
 
N/A 0 0   No 0   No  
(49) NATIONAL EQUITY FUND 1995 LP 3

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
36-4025434
LOW-INCOME HO DE NEF INC
 
N/A 0 0   No 0   No  
(50) NATIONAL EQUITY FUND 1995 SERIES

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
36-4025433
LOW-INCOME HO DE NEF INC
 
N/A 0 0   No 0   No  
(51) NATIONAL EQUITY FUND 2000 LLC

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
36-4373745
LOW-INCOME HO DE NEF INC
 
N/A 0 0   No 0   No  
(52) NATIONAL EQUITY FUND 2001 LLC

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
36-4437162
LOW-INCOME HO DE NEF INC
 
N/A 0 0   No 0   No  
(53) NATIONAL EQUITY FUND 2002 LLC

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
75-3045298
LOW-INCOME HO DE NEF INC
 
N/A 0 0   No 0   No  
(54) NATIONAL EQUITY FUND 2003 LLC

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
20-0083344
LOW-INCOME HO DE NEF INC
 
N/A 0 0   No 0   No  
(55) NATIONAL EQUITY FUND 2004 LLC

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
20-1909507
LOW-INCOME HO DE NEF INC
 
N/A 0 0   No 0   No  
(56) NATIONAL EQUITY FUND 2005 LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
20-3052057
LOW-INCOME HO DE NEFCI INC
 
N/A 0 0   No 0   No  
(57) NATIONAL EQUITY FUND 2006 LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
20-4587136
LOW-INCOME HO DE NEFCI INC
 
N/A 0 0   No 0   No  
(58) NATIONAL EQUITY FUND 2006 SERIES II LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
20-5575038
LOW-INCOME HO DE NEFCI INC
 
N/A 0 0   No 0   No  
(59) NATIONAL EQUITY FUND 2007 LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
20-8189381
LOW-INCOME HO DE NEFCI INC
 
N/A 0 0   No 0   No  
(60) NATIONAL EQUITY FUND 2007 SERIES II LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
20-8864796
LOW-INCOME HO DE NEFCI INC
 
N/A 0 0   No 0   No  
(61) NATIONAL EQUITY FUND 2008 LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
26-1775928
LOW-INCOME HO DE NEFCI INC
 
N/A 0 0   No 0   No  
(62) NATIONAL EQUITY FUND 2008 SERIES II LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
26-2740220
LOW-INCOME HO DE NEFCI INC
 
N/A 0 0   No 0   No  
(63) NAHIF XX - NEF LLC

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
20-1651241
LOW-INCOME HO DE NEFCI INC
 
N/A 0 0   No 0   No  
(64) NAHIF XIV - NEF LLC

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
20-0690738
LOW-INCOME HO DE NEF INC
 
N/A 0 0   No 0   No  
(65) NAHIF XVII - NEF LLC

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
90-6061443
LOW-INCOME HS DE NEF INC
 
N/A 0 0   No 0   No  
(66) NAHIF XVIII - NEF LLC

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
20-0973916
LOW-INCOME HO DE NEF INC
 
N/A 0 0   No 0   No  
(67) NEF COMMUNITY INVESTMENT FUND LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
36-4406954
LOW-INCOME HO DE NEF INC
 
N/A 0 0   No 0   No  
(68) NEF COMMUNITY INVESTMENT FUND II LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
20-1309458
LOW-INCOME HO DE NEF INC
 
N/A 0 0   No 0   No  
(69) NEF HEARTLAND FUND LLC

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
20-0083309
LOW-INCOME HO DE NEF INC
 
N/A 0 0   No 0   No  
(70) NEW YORK ACQUISITION FUND LLC

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
22-3928216
LOW-INCOME HO NY NEF INC
 
N/A 0 0   No 0   No  
(71) NEW YORK EQUITY FUND 1988 LP 3

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
36-3602373
LOW-INCOME HO NY NEF INC
 
N/A 0 0   No 0   No  
(72) NEW YORK EQUITY FUND 1989 LP 3

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
36-3680405
LOW-INCOME HO NY NEF INC
 
N/A 0 0   No 0   No  
(73) NEW YORK EQUITY FUND 1990 LP 3

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
36-3744662
LOW-INCOME HO NY NEF INC
 
N/A 0 0   No 0   No  
(74) NEW YORK EQUITY FUND 1992 LP 3

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
36-3831681
LOW-INCOME HO NY NEF INC
 
N/A 0 0   No 0   No  
(75) NEW YORK EQUITY FUND 1993 LP 3

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
36-3924008
LOW-INCOME HO NY NEF INC
 
N/A 0 0   No 0   No  
(76) NEW YORK EQUITY FUND 1994 LP 3

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
36-3970081
LOW-INCOME HO NY NEF INC
 
N/A 0 0   No 0   No  
(77) NEW YORK EQUITY FUND 1995 LP 3

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
36-4033218
LOW-INCOME HO NY NEF INC
 
N/A 0 0   No 0   No  
(78) NEW YORK EQUITY FUND 1995 SERIES II LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
36-4047569
LOW-INCOME HO NY NYEF INC
 
N/A 0 0   No 0   No  
(79) NEW YORK EQUITY FUND 2000 LP 3

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
36-4187874
LOW-INCOME HO NY NEF INC
 
N/A 0 0   No 0   No  
(80) NEW YORK EQUITY FUND 2000 SERIES II LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
36-4190655
LOW-INCOME HO NY NYEF INC
 
N/A 0 0   No 0   No  
(81) NEW YORK EQUITY FUND 2001 LLC

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
36-4402575
LOW-INCOME HO DE NYEF INC
 
N/A 0 0   No 0   No  
(82) NEW YORK EQUITY FUND 2002 LLC

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
72-1536444
LOW-INCOME HO DE NYEF INC
 
N/A 0 0   No 0   No  
(83) NEW YORK EQUITY FUND 2003 LLC

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
20-0335458
LOW-INCOME HO DE NYEF INC
 
N/A 0 0   No 0   No  
(84) NEW YORK EQUITY FUND 2004 LLC

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
80-0132471
LOW-INCOME HO DE NYEF INC
 
N/A 0 0   No 0   No  
(85) NEW YORK EQUITY FUND 2005 LLC

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
20-3760899
LOW-INCOME HO DE NYEF INC
 
N/A 0 0   No 0   No  
(86) NEW YORK EQUITY FUND 2006 LLC

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
20-5705331
LOW-INCOME HO DE NYEF INC
 
N/A 0 0   No 0   No  
(87) NEW YORK EQUITY FUND 2008 LLC

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
26-2775151
LOW-INCOME HO DE NYEF INC
 
N/A 0 0   No 0   No  
(88) NEWARK COMMUNITY INVESTMENT FUND LLC

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
36-4424438
LOW-INCOME HO DE NEF INC
 
N/A 0 0   No 0   No  
(89) PRESERVATION LLC

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
20-5160740
LOW-INCOME HO DE NEFCI INC
 
N/A 0 0   No 0   No  
(90) THE LA QUINTA EQUITY FUND LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
26-2400960
LOW-INCOME HO DE NEFCI INC
 
N/A 0 0   No 0   No  
(91) US AFFORDABLE HOUSING CIF II LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
20-4417160
LOW-INCOME HO DE NEFCI INC
 
N/A 0 0   No 0   No  
(92) WASHINGTON MUTUAL CIF LLC

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
36-4419044
LOW-INCOME HO DE NEF INC
 
N/A 0 0   No 0   No  
(93) NATIONAL EQUITY FUND 1991 LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
36-3793575
LOW-INCOME HO DE NEF INC
 
N/A 0 0   No 0   No  
(94) NATIONAL EQUITY FUND 1996 LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
36-4094851
LOW-INCOME HO DE NEF INC
 
N/A 0 0   No 0   No  
(95) NATIONAL EQUITY FUND 1996 SERIES II LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
36-4097771
LOW-INCOME HO DE NEF INC
 
N/A 0 0   No 0   No  
(96) NATIONAL EQUITY FUND 1997 LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
36-4188807
LOW-INCOME HO DE NEF INC
 
N/A 0 0   No 0   No  
(97) NATIONAL EQUITY FUND 1997 SERIES II LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
36-4192679
LOW-INCOME HO DE NEF INC
 
N/A 0 0   No 0   No  
(98) NATIONAL EQUITY FUND 1999 LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
36-4262821
LOW-INCOME HO DE NEF INC
 
N/A 0 0   No 0   No  
(99) NATIONAL EQUITY FUND 1999 SERIES II LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
36-4284872
LOW-INCOME HO DE NEF INC
 
N/A 0 0   No 0   No  
(100) METLIFE INVESTMENT FUND LLC

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
36-4426157
LOW-INCOME HO DE NEF INC
 
N/A 0 0   No 0   No  
(101) ONE ECONOMY FUND I LLC

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
20-2660021
LOW-INCOME HO DE NEF INC
 
N/A 0 0   No 0   No  
(102) US AFFORDABLE HOUSING CIF LLC

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
94-3414697
LOW-INCOME HO DE NEF INC
 
N/A 0 0   No 0   No  
(103) TD BANKNORTH HOUSING INVESTMENT FUND LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
20-4417284
LOW-INCOME HO DE NEFCI INC
 
N/A 0 0   No 0   No  
(104) CASA PUEBLA INVESTORS LLC

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
36-4473104
LOW-INCOME HO DE NEFCI INC
 
N/A 0 0   No 0   No  
(105) DEBORAH'S PLACE III INVESTORS LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
36-4261308
LOW-INCOME HO IL NEFCI INC
 
N/A 0 0   No 0   No  
(106) SOUTH LOOP INVESTORS LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
36-4243402
LOW-INCOME HO IL NEFCI INC
 
N/A 0 0   No 0   No  
(107) VICTORY SQUARE LIMITED PARTNERSHIP

501 SEVENTH AVENUE 7TH FLOOR
NEW YORK,NY60606
51-0389589
LOW-INCOME HO PA NA
 
N/A 0 0   No 0   No  
(108) CORAL NEW HAVEN ASSOCIATES II LLC

501 SEVENTH AVENUE 7TH FLOOR
NEW YORK,NY60606
06-1526805
LOW-INCOME HO CT NA
 
N/A 0 0   No 0   No  
(109) EAST HARLEM ABYSSINIAN TRIANGLE LLC

501 SEVENTH AVENUE 7TH FLOOR
NEW YORK,NY10018
13-3874719
COMMUNITY DEV NY NA
 
N/A 0 0   No 0   No  
(110) BLOOM LAKE NEW MARKETS INVESTMENT FD LLC

501 SEVENTH AVENUE 7TH FLOOR
NEW YORK,NY10018
20-1276053
COMMUNITY DEV DE NMSC LLC
 
N/A 0 0   No 0   No  
(111) WEST ALLIS INVESTMENT FUND

501 SEVENTH AVENUE 7TH FLOOR
NEW YORK,NY10018
20-1952870
COMMUNITY DEV MO NMSC LLC
 
N/A 0 0   No 0   No  
(112) BANK OF AMERICA CHIF VI LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL10018
27-3402632
COMMUNITY DEV DE BOACHIF FND MGR
 
N/A 0 0   No 0   No  
(113) NEF INVESTMENT PARTNERS FUND II LLC

10 S Riverside Plaza Ste 1700
CHICAGO,IL10018
27-2772231
COMMUNITY DEV IL NEFCI INC
 
N/A 0 0   No 0   No  
(114) NEF AFFORD HOUS INVST FUND LP II LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
27-2395998
LOW-INCOME HO DE NEFCI INC
 
N/A 0 0   No 0   No  
(115) STATE FARM GOOD NEIGHBOR FUND LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
27-1973833
LOW-INCOME HO DE NEFCI INC
 
N/A 0 0   No 0   No  
(116) WFCIH INVESTMENT FUND I LLC

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
27-2007684
LOW-INCOME HO DE NEFCI INC
 
N/A 0 0   No 0   No  
(117) WINTRUST COMMUNITY INVESTMENT FUND LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
27-2440641
LOW-INCOME HO DE NEFCI INC
 
N/A 0 0   No 0   No  
(118) HOMESTEAD EQUITY FUND A - OREGON LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
93-1309851
LOW-INCOME HO OR NEFCI INC
 
N/A 0 0   No 0   No  
(119) HOMESTEAD EQUITY FUND A - WASHINGTON LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
93-1309850
LOW-INCOME HO OR OREGON AFF HOUS
 
N/A 0 0   No 0   No  
(120) HOMESTEAD EQUITY FUND B - OREGON LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
74-3068676
LOW INCOME HO OR OREGON AFF HOUS
 
N/A 0 0   No 0   No  
(121) HOMESTEAD EQUITY FUND II LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
93-1305114
LOW INCOME HO OR OREGON AFF HOUS
 
N/A 0 0   No 0   No  
(122) HOMESTEAD EQUITY FND III PROPRIET FND LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
76-0720406
LOW INCOME HO OR OREGON AFF HOUS
 
N/A 0 0   No 0   No  
(123) HOMESTEAD EQUITY FUND III LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
26-0018664
LOW INCOME HO OR OREGON AFF HOUS
 
N/A 0 0   No 0   No  
(124) HOMESTEAD EQUITY FUND IV LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
72-1552615
LOW INCOME HO OR OREGON AFF HOUS
 
N/A 0 0   No 0   No  
(125) HOMESTEAD EQUITY FUND LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
93-1278206
LOW INCOME HO OR OREGON AFF HOUS
 
N/A 0 0   No 0   No  
(126) HOMESTEAD EQUITY FUND V LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
20-0912383
LOW INCOME HO OR OREGON AFF HOUS
 
N/A 0 0   No 0   No  
(127) HOMESTEAD EQUITY FUND VI LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
20-3624501
LOW INCOME HO OR OREGON AFF HOUS
 
N/A 0 0   No 0   No  
(128) HOMESTEAD EQUITY FUND VII LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
26-0796373
LOW INCOME HO OR OREGON AFF HOUS
 
N/A 0 0   No 0   No  
(129) HOMESTEAD NORTHERN CALIFORNIA FUND LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
20-4596836
LOW INCOME HO OR OREGON AFF HOUS
 
N/A 0 0   No 0   No  
(130) HOMESTEAD WESTERN COMMUNITIES FUND LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
20-0912505
LOW INCOME HO OR OREGON AFF HOUS
 
N/A 0 0   No 0   No  
(131) OREGON EQUITY FUND II LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
93-1169181
LOW INCOME HO OR OREGON AFF HOUS
 
N/A 0 0   No 0   No  
(132) OREGON EQUITY FUND III LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
93-1231023
LOW INCOME HO OR OREGON AFF HOUS
 
N/A 0 0   No 0   No  
(133) OREGON EQUITY FUND IV LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
93-1258939
LOW INCOME HO OR OREGON AFF HOUS
 
N/A 0 0   No 0   No  
(134) HOMESTEAD PRESERVATION LLC

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
27-3520887
LOW INCOME HO IL OREGON AFF HOUS
 
N/A 0 0   No 0   No  
(135) HOMESTEAD EQUITY FUND VIII LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
26-3897389
LOW INCOME HO OR OREGON AFF HOUS
 
N/A 0 0   No 0   No  
(136) HOMESTEAD EQUITY FUND IX LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
27-2021135
LOW INCOME HO OR OREGON AFF HOUS
 
N/A 0 0   No 0   No  
(137) NEF NEIGHBORHOOD REVITALIZ FUND II LLC

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
27-4033192
LOW INCOME HO DE NN REV FND II M
 
N/A 0 0   No 0   No  
(138) BANK OF AMERICA CHIF VI LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
27-3402632
LOW INCOME HO DE BOACHIF FND MGR
 
N/A 0 0   No 0   No  
(139) BOF AMERICA CHIF LLC

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
36-4401581
LOW INCOME HO IL NA
 
N/A 0 0   No 0   No  
(140) MAURY SENIOR RETIREMENT

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
54-1984348
LOW-INCOME HO VA NA
 
N/A 0 0   No 0   No  
(141) MCCLELLAN PLACE APARTMENTS

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
71-0781493
LOW-INCOME HO AZ NA
 
N/A 0 0   No 0   No  
(142) MERIDIAN STRATFORD

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
38-3628164
LOW-INCOME HO MI NA
 
N/A 0 0   No 0   No  
(143) MS SHARED INVESTMENT FUND I LLC

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
27-1490797
LOW-INCOME HO DE NA
 
N/A 0 0   No 0   No  
(144) MS SINGLE INVESTOR FUND I LLC

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
27-1499871
LOW-INCOME HO DE NA
 
N/A 0 0   No 0   No  
(145) NEF AFFORD HOUS INVST FUND LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
27-0719219
LOW-INCOME HO DE NA
 
N/A 0 0   No 0   No  
(146) NATIONAL EQUITY FUND 2009 LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
26-4818735
LOW-INCOME HO DE NA
 
N/A 0 0   No 0   No  
(147) NEF AFFORD HOUS INVST FUND II LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
27-2395998
LOW-INCOME HO DE NEFCI INC
 
N/A 0 0   No 0   No  
(148) NEF COMMUNITY INVESTMENT FUND II LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
20-1309458
LOW-INCOME HO DE NEF INC
 
N/A 0 0   No 0   No  
(149) RAUL MORALES TERRACE

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
13-3796501
LOW-INCOME HO NY CDA INC
 
N/A 0 0   No 0   No  
(150) NEF INVESTMENT PARTNERS FUND I LLC

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
27-0186285
LOW-INCOME HO DE NA
 
N/A 0 0   No 0   No  
(151) NEF INVESTMENT PARTNERS FUND II LLC

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
27-2772231
LOW-INCOME HO IL NEFCI INC
 
N/A 0 0   No 0   No  
(152) NEF NATIONAL COMMUNITY INVESTMENT FUND L

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
27-1312355
LOW-INCOME HO DE NEFCI INC
 
N/A 0 0   No 0   No  
(153) NEF NEIGHBORHOOD REVITALIZATION FUND I

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
27-0186322
LOW-INCOME HO DE NEFCI INC
 
N/A 0 0   No 0   No  
(154) NEF NEW YORK SPECIAL TAX CREDIT FUND 200

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
27-0365747
LOW-INCOME HO DE NEFCI INC
 
N/A 0 0   No 0   No  
(155) PHILLIP C DEAN APARTMENTS

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
38-3684910
LOW-INCOME HO MI CDA MIDWEST INC
 
N/A 0 0   No 0   No  
(156) REBECCA WALKER COMPLEX

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
36-3954083
LOW-INCOME HO IL CDA CENTRAL INC
 
N/A 0 0   No 0   No  
(157) STATE FARM GOOD NEIGHBOR FUND LP

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
27-1973833
LOW-INCOME HO DE NEFCI INC
 
N/A 0 0   No 0   No  
(158) TOTCO HOMES

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
34-1823570
LOW-INCOME HO OH CDA TOTCO
 
N/A 0 0   No 0   No  
(159) CL DELLUMS (OAKLAND)

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
94-3194785
LOW-INCOME HO CA CDA INC
 
N/A 0 0   No 0   No  
(160) TANGERINE PLAZA INVESTMENT FUN

501 SEVENTH AVENUE 7TH FLOOR
NEW YORK,NY60606
20-3937882
LOW-INCOME HO DE NMSC LLC
 
N/A 0 0   No 0   No  
(161) ACHIEVEMENT ACADEMY INVESTMENT

501 SEVENTH AVENUE 7TH FLOOR
NEW YORK,NY60606
20-5854903
LOW-INCOME HO MO NMSC LLC
 
N/A 0 0   No 0   No  
(162) NORTHWEST HARVEST INVESTMENT F

501 SEVENTH AVENUE 7TH FLOOR
NEW YORK,NY10018
20-8059574
COMMUNITY DEV DE NMSC LLC
 
N/A 0 0   No 0   No  
(163) LISCBOA NM 40 INVESTMENT FUND

501 SEVENTH AVENUE 7TH FLOOR
NEW YORK,NY10018
26-2667429
COMMUNITY DEV DE NMSC LLC
 
N/A 0 0   No 0   No  
(164) THE RETAIL INITIATIVE 1994 LP

501 SEVENTH AVENUE 7TH FLOOR
NEW YORK,NY10018
13-3911630
COMMUNITY DEV NY TRI INC
 
RELATED 0 0   No 0   No  
(165) New Markets Investment 81 LLC

10 S Riverside Plaza Ste 1700
chicago,IL60606
46-0671920
Community Dev IL LISC
 
Related 0 0   No 0   No  
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes No
(1) COMMUNITY DEVELOPMENT ADVOCATES CENTRAL

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
26-1793642
LOW-INCOME HO IL NEF INC
 
C CORP 0 0 0 %    
(2) COMMUNITY DEVELOPMENT ADVOCATES EAST INC

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
26-0807410
LOW-INCOME HO IL NEF INC
 
C CORP 0 0 0 %    
(3) COMMUNITY DEVELOPMENT ADVOCATES TCG INC

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
27-2082864
LOW-INCOME HO IL NEF INC
 
C CORP 0 0 0 %    
(4) COMMUNITY DEVELOPMENT ADVOCATES MIDWEST

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
26-0807338
LOW-INCOME HO IL NEF INC
 
C CORP 0 0 0 %    
(5) COMMUNITY DEVELOPMENT ADVOCATES SOUTH IN

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
26-0807437
LOW-INCOME HO IL NEF INC
 
C CORP 0 0 0 %    
(6) COMMUNITY DEVELOPMENT ADVOCATES WEST INC

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
26-0807380
LOW-INCOME HO IL NEF INC
 
C CORP 0 0 0 %    
(7) NEF ASSIGNMENT CORPORATION

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
36-4326848
LOW-INCOME HO IL NEF INC
 
C CORP 0 0 0 %    
(8) NEF COMMUNITY CAPITAL INC

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
36-4222908
LOW-INCOME HO IL NEF INC
 
C CORP 0 0 0 %    
(9) NEF MORTGAGE COOPERATION

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
83-0337773
LOW-INCOME HO IL NEF INC
 
C CORP 0 0 0 %    
(10) NEF SUPPORT CORPORATION

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
36-4326845
LOW-INCOME HO IL NEF INC
 
C CORP 0 0 0 %    
(11) COMMUNITY DEVELOPMENT ADVOCATES INC

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
36-4009754
LOW-INCOME HO IL NEF INC
 
C CORP 0 0 0 %    
(12) CDA TOTCO INC

10 S Riverside Plaza Ste 1700
CHICAGO,IL60606
27-0338809
LOW-INCOME HO IL NEF INC
 
C CORP 0 0 0 %    
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
Yes
 
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) NATIONAL EQUITY FUND

o 117,161 BOOK VALUE
(2) NATIONAL EQUITY FUND

q 384,721 BOOK VALUE
(3) NATIONAL EQUITY FUND

p 109,555 BOOK VALUE
(4) NATIONAL EQUITY FUND

c 2,539,000 BOOK VALUE
(5) NATIONAL EQUITY FUND

d 20,000,000 BOOK VALUE
(6) NATIONAL EQUITY FUND

l 1,650,000 BOOK VALUE
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income




(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V?UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership


Yes No Yes No Yes No






























Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2013
Additional Data


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