Form990
Click to see attachment
Department of the TreasuryInternal 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.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
A For the 2019 calendar year, or tax year beginning 01-01-2018 , and ending 12-31-2018
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)
28 LIBERTY STREET 34TH FLOOR
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10005
D Employer identification number

13-3030229
E Telephone number

G Gross receipts $ 194,943,876
F Name and address of principal officer:
MAURICE JONES
28 LIBERTY STREET 34TH FLOOR
NEW YORK,NY10005
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: SEE SCHEDULE O.ASSISTS COMMUNITY STAKEHOLDERS IN URBAN AND RURAL AREAS ACROSS THE U.S. TO REVITALIZE DISTRESSED COMMUNITIES.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 28
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 27
5 Total number of individuals employed in calendar year 2018 (Part V, line 2a) ...... 5 687
6 Total number of volunteers (estimate if necessary) ............. 6 0
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 441,508
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 304,754
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 106,451,418 135,035,522
9 Program service revenue (Part VIII, line 2g) ......... 45,970,582 53,329,923
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 1,961,419 2,868,658
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 227,559 474,811
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 154,610,978 191,708,914
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 51,476,266 48,808,630
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) 47,765,472 51,197,298
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 26,900 10,173
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet7,762,925    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 46,787,654 55,356,949
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 146,056,292 155,373,050
19 Revenue less expenses. Subtract line 18 from line 12....... 8,554,686 36,335,864
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 732,361,177 821,836,491
21 Total liabilities (Part X, line 26)............. 444,722,288 498,551,156
22 Net assets or fund balances. Subtract line 21 from line 20..... 287,638,889 323,285,335
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 (2018)
Form 990 (2018)
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) IS DEDICATED TO HELPING COMMUNITY RESIDENTS TRANSFORM DISTRESSED NEIGHBORHOODS INTO HEALTHY AND SUSTAINABLE COMMUNITIES OF CHOICE AND OPPORTUNITY. SEE SCHEDULE O FOR MORE INFORMATION.
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 $ 49,763,686 including grants of $   ) (Revenue $ 26,371,672 )
PROJECT DEVELOPMENT AND INVESTMENT. LISC PROVIDES TECHNICAL ASSISTANCE AND OTHER PROGRAM SERVICES TO COMMUNITY BASED ORGANIZATIONS THROUGHOUT THE COUNTRY TO ASSIST THEM IN TRANSFORMING THEIR COMMUNITIES INTO HEALTHY AND SUSTAINABLE COMMUNITIES OF CHOICE AND OPPORTUNITY, INCLUDING EFFORTS TO PROMOTE SAFER STREETS; HELP RESIDENTS ACHIEVE ECONOMIC STABILITY; IMPROVE HEALTH AND ENCOURAGE HEALTHY LIFESTYLES; AND INCENTIVIZE CHANGE THROUGH ARTS AND CULTURE. SEE SCHEDULE O FOR MORE INFORMATION.
4b (Code:   ) (Expenses $ 48,808,630 including grants of $ 48,808,630 ) (Revenue $   )
PROJECT GRANTS. LISC PROVIDES GRANTS TO COMMUNITY BASED ORGANIZATIONS THROUGHOUT THE COUNTRY TO SUPPORT THEIR EFFORTS TO TRANSFORM DISTRESSED COMMUNITIES. IN 2018, LISC ISSUED GRANTS TO 541 ENTITIES THROUGHOUT THE COUNTRY TO SUPPORT THE DEVELOPMENT OF 1,867 UNITS OF AFFORDABLE HOMES AND APARTMENTS; 655,686 SQUARE FEET OF COMMERCIAL, COMMUNITY, AND EDUCATIONAL FACILITY SPACE; AND THE CAPACITY BUILDING, OPERATIONS, AND OTHER COMMUNITY DEVELOPMENT ACTIVITIES OF NON-PROFIT COMMUNITY BASED ORGANIZATIONS.
4c (Code:   ) (Expenses $ 22,307,367 including grants of $   ) (Revenue $ 26,890,793 )
LENDING. LISC PROVIDES LOANS, LINES OF CREDIT, AND OTHER RECOVERABLE FINANCING AT ALL STAGES OF DEVELOPMENT - FROM PREDEVELOPMENT TO PERMANENT - TO SUPPORT PROJECTS AND PROGRAMS THAT REVITALIZE LOW- AND MODERATE-INCOME COMMUNITIES AND BENEFIT LOW- AND MODERATE-INCOME INDIVIDUALS. SEE SCHEDULE O FOR MORE INFORMATION.
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet120,879,683
Form 990 (2018)
Form 990 (2018)
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 IIIClick 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 IIIClick 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 IV.....Click 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) ....
17
 
No
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............
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...................
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
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic 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 or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
22
Yes
 
Form 990 (2018)
Form 990 (2018)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
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), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I............
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...................
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 "Yes," complete Schedule L, Part II................
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.........
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
........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV.....................
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...
28c
 
No
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
 
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
 
Form 990 (2018)
Form 990 (2018)
Page 5
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
687
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 FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
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.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? .........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring 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
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? If "Yes," see instructions and file Form 4720, Schedule N .....
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income?
If "Yes," complete Form 4720, Schedule O ................
16
 
No
Form 990 (2018)
Form 990 (2018)
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
28
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
27
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
Yes
 
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
AZ , AR , 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-A 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, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletLILY LIM28 LIBERTY STREET 34TH FLOOR   NEW YORK,NY10005 (212) 455-9800
Form 990 (2018)
Form 990 (2018)
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) AMIR KIRKWOOD......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(2) ANDREW PLEPLER......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(3) AUDREY CHOI......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(4) BRANDEE MCHALE......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(5) CHINWE ONYEAGORO......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(6) COLVIN W GRANNUM......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(7) DAVID HESS......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(8) DEAN ESSERMAN......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(9) DENNIS WHITE......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(10) ELLEN GILLIGAN......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(11) GEORGE WALKER......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(12) GREGORY BELINFANTI......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(13) GREGORY FAIRCHILD......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(14) JERRY RICKETT......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(15) KATHRYN E MERCHANT......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(16) LATA REDDY......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(17) LISA CASHIN......................................................................
VICE CHAIR & DIRECTOR
1.00
.................
 
X   X       0 0 0
Form 990 (2018)
Form 990 (2018)
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) LISA GLOVER........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(19) LISA HASEGAWA........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(20) MAURICE JONES........................................................................
PRESIDENT / CHIEF EXECUTIVE OFFICER
35.00
.......................  
X   X       572,005 0 63,591
(21) MICHELLE DE LA UZ........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(22) NILDA RUIZ........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(23) RANDY OOSTRA........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(24) REY RAMSEY........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(25) RICHARD RAPSON........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(26) ROBERT RUBIN........................................................................
CHAIRMAN & DIRECTOR
1.00
.......................  
X   X       0 0 0
(27) SALLY DURDAN........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(28) TIM MCFADDEN........................................................................
OUTGOING DIRECTOR
1.00
.......................  
X           0 0 0
(29) TOMAS ESPINOZA........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(30) ALEXIS HAMILTON........................................................................
SENIOR VICE PRESIDENT/CHEIF INFORMATION OFFICER
35.00
.......................  
    X       123,980 51,140 21,396
(31) ANNA ALEKSEYEVA........................................................................
VICE PRESIDENT
35.00
.......................  
    X       146,397 0 17,533
(32) BETH MARCUS........................................................................
SENIOR VICE PRESIDENT
35.00
.......................  
    X       227,623 0 58,021
(33) CELAYNE HILL........................................................................
ASSISTANT SECRETARY
35.00
.......................  
    X       169,169 0 33,303
(34) CHARLES VLIEK........................................................................
VICE PRESIDENT
35.00
.......................  
    X       177,022 0 18,172
(35) CHRISTINA TRAVERS........................................................................
VICE PRESIDENT / TREASURER
35.00
.......................  
    X       105,434 0 15,709
(36) CHRISTOPHER PLUMMER........................................................................
VICE PRESIDENT
35.00
.......................  
    X       170,046 0 40,950
(37) CONSTANCE MAX........................................................................
SENIOR VICE PRESIDENT
35.00
.......................  
    X       206,062 0 58,683
(38) COURTNEY BRANKER........................................................................
VICE PRESIDENT/TREASURER
35.00
.......................  
    X       144,892 0 46,381
(39) DENISE ALTAY........................................................................
SENIOR VICE PRESIDENT
35.00
.......................  
    X       15,140 0 3,151
(40) DENISE NOTICE-SCOTT........................................................................
EXECUTIVE VICE PRESIDENT
35.00
.......................  
    X       330,629 0 38,856
(41) DONNA GIANNONE........................................................................
VICE PRESIDENT
35.00
.......................  
    X       182,535 0 24,436
(42) ELISE BALBONI........................................................................
SENIOR VICE PRESIDENT
35.00
.......................  
    X       121,210 0 43,181
(43) GEORGE ASHTON........................................................................
MANAGING DIRECTOR
35.00
.......................  
    X       36,448 0 0
(44) GERALDINE BAUM........................................................................
SENIOR VICE PRESIDENT
35.00
.......................  
    X       240,770 0 43,775
(45) JEFFREY FISHMAN........................................................................
SENIOR VICE PRESIDENT/ CHEIF OPERATING OFFICER
35.00
.......................  
    X       120,115 57,693 0
(46) JESSICA HART........................................................................
VICE PRESIDENT
35.00
.......................  
    X       144,259 0 53,509
(47) JOSEPH HAGAN........................................................................
SENIOR VICE PRESIDENT
1.00
.......................39.00
    X       0 703,938 222,478
(48) JOSEPH HORIYE........................................................................
VICE PRESIDENT
35.00
.......................  
    X       174,075 0 23,155
(49) JULIA RYAN........................................................................
VICE PRESIDENT
30.00
.......................  
    X       137,764 0 51,994
(50) JULIE HUSTON........................................................................
PRESIDENT IMMITO
35.00
.......................  
    X       248,564 88,187 10,154
(51) KELSEY HAMORY........................................................................
SENIOR VICE PRESIDENT
35.00
.......................  
    X       137,706 0 20,081
(52) KENNETH PATRICK MAHER........................................................................
SECRETARY
35.00
.......................  
    X       176,819 0 31,442
(53) KEVIN BOES........................................................................
SENIOR VICE PRESIDENT
1.00
.......................39.00
    X       0 466,732 59,275
(54) KEVIN JORDAN........................................................................
SENIOR VICE PRESIDENT
20.00
.......................  
    X       124,379 0 12,088
(55) LILY LIM........................................................................
SENIOR VICE PRESIDENT / CONTROLLER
35.00
.......................  
    X       212,912 0 45,071
(56) MALINI NAYAR........................................................................
VICE PRESIDENT
35.00
.......................  
    X       160,444 0 60,472
(57) MATT HUBER........................................................................
SENIOR VICE PRESIDENT, CFO AND TREASURER
35.00
.......................  
    X       301,228 0 45,926
(58) MATTHEW JOSEPHS........................................................................
SENIOR VICE PRESIDENT
35.00
.......................  
    X       224,138 0 59,632
(59) MICHAEL HEARNE........................................................................
EXECUTIVE VICE PRESIDENT / CFO
35.00
.......................  
    X       311,454 0 27,722
(60) MICHAEL LEVINE........................................................................
EXECUTIVE VICE PRESIDENT / GENERAL COUNSEL
35.00
.......................  
    X       125,228 0 12,485
(61) MICHAEL TANG........................................................................
VICE PRESIDENT
35.00
.......................  
    X       155,804 0 27,276
(62) MIKE HUMBERSTONE........................................................................
VICE PRESIDENT
35.00
.......................  
    X       174,819 0 42,743
(63) MORGAN HARPER........................................................................
VICE PRESIDENT
35.00
.......................  
    X       161,279 0 24,159
(64) OLUWABUSAYO TOBIN FOLARIN........................................................................
VICE PRESIDENT
35.00
.......................  
    X       76,388 0 17,631
(65) ORAMENTA NEWSOME........................................................................
VICE PRESIDENT
35.00
.......................  
    X       25,163 0 6,495
(66) RICHARD MANSON........................................................................
VICE PRESIDENT
35.00
.......................  
    X       177,653 0 41,779
(67) RICHARD PINNER........................................................................
ASSISTANT SECRETARY / ASSOCIATE GENERAL COUNSEL
35.00
.......................  
    X       130,845 0 49,903
(68) ROBERT COONEY........................................................................
SENIOR VICE PRESIDENT/GENERAL COUNSEL
35.00
.......................  
    X       157,500 0 20,132
(69) SARA SORBELLO........................................................................
VICE PRESIDENT
35.00
.......................  
    X       150,180 0 13,377
(70) STEVEN PETSOS........................................................................
SENIOR VICE PRESIDENT
35.00
.......................  
    X       358,461 0 49,719
(71) SUZANNE ANARDE........................................................................
VICE PRESIDENT
35.00
.......................  
    X       170,455 0 51,525
(72) WILLIAM TAFT........................................................................
SENIOR VICE PRESIDENT
35.00
.......................  
    X       180,432 0 51,687
(73) COLLETTE WILLIAMS........................................................................
DEPUTY CONTROLLER
35.00
.......................  
        X   175,355 0 44,151
(74) CYNTHIA WONG........................................................................
EXECUTIVE DIRECTOR
35.00
.......................  
        X   186,025 0 13,341
(75) JEANNE COLA........................................................................
EXECUTIVE DIRECTOR
35.00
.......................  
        X   160,538 0 51,740
(76) MEGHAN HARTE........................................................................
EXECUTIVE DIRECTOR
35.00
.......................  
        X   191,527 0 46,568
(77) SAMUEL MARKS........................................................................
EXECUTIVE DIRECTOR
35.00
.......................  
        X   186,887 0 32,073
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 8,387,758 1,367,690 1,846,921
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet113
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
GRANT THORNTON LLP

33562 TREASURY CENTER
CHICAGO,IL60694
SOFTWARE IMPLEMENTATION 370,684
COHNREZNICK LLP

7501 WISCONSIN AVENUE
BETHESDA,MD20814
AUDITING SERVICE 340,750
OPPORTUNITY RESOURCE FUND

220 MARSHALL STREET
LANSING,MI48912
LOAN ORIGINATION AND SERVICING 252,000
ABT ASSOCIATES

55 WHEELER STREET
CAMBRIDGE,MA02138
EVALUATION & ASSESSMENT OF SUBGRANTEES 238,766
ELEVATE ENERGY

322 SOUTH GREEN STREET
CHICAGO,IL60607
ENERGY ASSESSMENTS 219,043
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet18
Form 990 (2018)
Form 990 (2018)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d 11,005,000
e Government grants (contributions)1e 37,927,712
f All other contributions, gifts, grants, and similar amounts not included above1f 86,102,810
g Noncash contributions included in lines 1a - 1f:$  
h Total. Add lines 1a-1f.......MediumBullet 135,035,522
 Program Service RevenueAmt Business Code
2a INTEREST-COMMUNITY DEV 531390 23,370,571 23,370,571    
b EQUITY IN EARNINGS OF 531390 17,709,622 17,709,622    
c COMMUNITY DEVELOPMENT 531390 6,358,666 5,917,158 441,508  
d LOAN FEES - LEGAL, CLO 531390 3,788,209 3,788,209    
e CONSULTING INCOME 531390 2,102,855 2,102,855    
f All other program service revenue.        
g Total. Add lines 2a–2f ....MediumBullet 53,329,923
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 2,899,798     2,899,798
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents   375,063
b Less: rental expenses   299,085
c Rental income or (loss)   75,978
d Net rental income or (loss)......MediumBullet 75,978     75,978
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   2,904,737
b Less: cost or other basis and sales expenses   2,935,877
c Gain or (loss)   -31,140
d Net gain or (loss).....MediumBullet -31,140     -31,140
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      
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        
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        
Business Code Miscellaneous Revenue
11a OTHER REVENUE 900099 398,833 398,833    
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 398,833
12 Total revenue. See Instructions......MediumBullet 191,708,914 53,287,248 441,508 2,944,636
Form 990 (2018)
Form 990 (2018)
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 domestic organizations and domestic governments. See Part IV, line 21 48,093,496 48,093,496
2 Grants and other assistance to domestic individuals. See Part IV, line 22 715,134 715,134
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, line 15 and 16.    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 8,890,886 4,792,463 3,237,253 861,170
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 31,075,762 16,720,847 11,336,476 3,018,439
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 2,246,519 1,207,774 819,026 219,719
9 Other employee benefits ....... 5,986,085 3,272,175 2,148,148 565,762
10 Payroll taxes ........... 2,998,046 1,526,015 1,196,556 275,475
11 Fees for services (non-employees):        
a Management ...... 2,684,080 2,158,919 525,161  
b Legal ......... 510,824 409,167 80,201 21,456
c Accounting ........... 435,950   435,950  
d Lobbying ........... 198,725 107,113 72,276 19,336
e Professional fundraising services. See Part IV, line 17 10,173 10,173
f Investment management fees ...... 518,140   518,140  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 1,152,620 862,933 279,648 10,039
12 Advertising and promotion .... 96,565 70,417 22,197 3,951
13 Office expenses ....... 2,177,659 1,168,954 797,686 211,019
14 Information technology ...... 1,041,245 613,455 341,956 85,834
15 Royalties ..        
16 Occupancy ........... 4,610,360 2,565,421 1,620,193 424,746
17 Travel ............ 2,335,102 1,251,883 857,230 225,989
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 1,187,660 612,308 464,818 110,534
20 Interest ........... 14,539,226 14,539,226    
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 787,239 423,885 286,835 76,519
23 Insurance ... 520,536 235,127 242,964 42,445
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 PROJECT DEVELOPMENT 8,963,930 8,963,930    
b RECEIVABLE LOSS PROV. 5,245,396 5,244,913 483  
c OTHER EXPENSES 3,734,574 866,123 1,321,507 1,546,944
d REC GRANT LOSS PROV. 2,526,383 2,526,383    
e All other expenses 2,090,735 1,931,622 125,738 33,375
25 Total functional expenses. Add lines 1 through 24e 155,373,050 120,879,683 26,730,442 7,762,925
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 (2018)
Form 990 (2018)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 13,742,068 1 12,668,919
2 Savings and temporary cash investments ......... 106,187,753 2 111,681,411
3 Pledges and grants receivable, net ...... 37,412,313 3 46,636,210
4 Accounts receivable, net ............. 27,820,758 4 19,127,173
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L .............
  5  
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 ..............
  6  
7 Notes and loans receivable, net ....   7  
8 Inventories for sale or use ........   8  
9 Prepaid expenses and deferred charges ...... 955,711 9 3,251,276
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 6,183,487
b Less: accumulated depreciation 10b 4,573,400 2,262,903 10c 1,610,087
11 Investments—publicly traded securities . 116,471,470 11 115,155,798
12 Investments—other securities. See Part IV, line 11 ..... 17,574,396 12 18,340,605
13 Investments—program-related. See Part IV, line 11 .. 339,148,268 13 416,213,656
14 Intangible assets ...............   14 2,400,000
15 Other assets. See Part IV, line 11 ........... 70,785,537 15 74,751,356
16 Total assets. Add lines 1 through 15 (must equal line 34)... 732,361,177 16 821,836,491
Liabilities 17 Accounts payable and accrued expenses ..... 15,128,507 17 19,836,078
18 Grants payable ... 48,387,660 18 34,994,660
19 Deferred revenue ......... 153,922 19 388,706
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
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..   22  
23 Secured mortgages and notes payable to unrelated third parties .. 36,271,580 23 48,277,051
24 Unsecured notes and loans payable to unrelated third parties .. 336,308,469 24 388,796,615
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 8,472,150 25 6,258,046
26 Total liabilities. Add lines 17 through 25.. 444,722,288 26 498,551,156
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 141,504,794 27 142,404,794
28 Temporarily restricted net assets ........... 146,134,095 28 180,880,541
29 Permanently restricted net assets   29  
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 ........... 287,638,889 33 323,285,335
34 Total liabilities and net assets/fund balances ........ 732,361,177 34 821,836,491
Form 990 (2018)
Form 990 (2018)
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
191,708,914
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
155,373,050
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
36,335,864
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
287,638,889
5
Net unrealized gains (losses) on investments ...............
5
-689,417
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
0
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
323,285,335
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 (2018)
Form 990 (2018)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
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 Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
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 12, check only one box.)
1
2
3
4
5
6
7
8
9

10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv), 170(b)(1)(A)(vi), and 170(b)(1)(A)(ix)
(Complete only if you checked the box on line 5, 7, 8, or 9 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) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 105,519,668 98,640,981 162,840,503 106,451,418 135,035,522 608,488,092
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3 105,519,668 98,640,981 162,840,503 106,451,418 135,035,522 608,488,092
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).. 114,318,372
6 Public support. Subtract line 5 from line 4. 494,169,720
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
7 Amounts from line 4.. 105,519,668 98,640,981 162,840,503 106,451,418 135,035,522 608,488,092
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 1,263,141 1,480,272 1,760,875 2,304,265 3,274,861 10,083,414
9 Net income from unrelated business activities, whether or not the business is regularly carried on.. 144,073 241,168 325,239 286,741 441,508 1,438,729
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. 552,735 508,913 290,962 238,907 398,833 1,990,350
11 Total support. Add lines 7 through 10 622,000,585
12
12
199,523,419
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
79.450 %
15
15
82.720 %
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) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (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) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (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 VI.) ..            
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) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
 
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions
 
9 Distributable amount for 2018 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2018
(iii)
Distributable
Amount for 2018
1 Distributable amount for 2018 from Section C, line
6
 
2 Underdistributions, if any, for years prior to 2018 (reasonable cause required-- explain in Part VI).
See instructions.
 
3 Excess distributions carryover, if any, to 2018:
a From 2013.......  
b From 2014.......  
c From 2015.......  
d From 2016.......  
e From 2017.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2018 distributable amount  
i Carryover from 2013 not applied (see
instructions)
 
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2018 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2018 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2018, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.
 
6 Remaining underdistributions for 2018. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.
 
7 Excess distributions carryover to 2019. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a Excess from 2014......  
b Excess from 2015.....  
c Excess from 2016.....  
d Excess from 2017.....  
e Excess from 2018.....  
Schedule A (Form 990 or 990-EZ) (2018)

Schedule A (Form 990 or 990-EZ) 2018
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2014 AMOUNT: $ 552,735. 2015 AMOUNT: $ 508,913. 2016 AMOUNT: $ 290,962. 2017 AMOUNT: $ 238,907. 2018 AMOUNT: $ 398,833.
Schedule A (Form 990 or 990-EZ) 2018


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 Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
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 isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018) 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


(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) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
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) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Page 4
Name of organization
LOCAL INITIATIVES SUPPORT CORPORATION
 
Employer identification number

13-3030229
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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) (2018)

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 BulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
If the organization answered "Yes" on 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" on 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" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), 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 (see instructions for definition of “political campaign activities")

2
Political campaign activity expenditures (see instructions) ....................................................................SchCMd Bullet
$  
3
Volunteer hours for political campaign activities (see instructions) ..................................................................
 

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-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2018

Schedule C (Form 990 or 990-EZ) 2018
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) ...................... 103,788 103,788
b Total lobbying expenditures to influence a legislative body (direct lobbying) ............................... 422,912 422,912
c Total lobbying expenditures (add lines 1a and 1b) ................................................................... 526,700 526,700
d Other exempt purpose expenditures ........................................................................ 154,846,012 154,846,012
e Total exempt purpose expenditures (add lines 1c and 1d) ............................................... 155,372,712 155,372,712
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-. ................................................ 0 0
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................ 0 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 separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in)
(a) 2015 (b) 2016 (c) 2017 (d) 2018 (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 610,803 609,706 636,018 526,700 2,383,227
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 123,224 142,522 141,591 103,788 511,125
Schedule C (Form 990 or 990-EZ) 2018


Schedule C (Form 990 or 990-EZ) 2018
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 on 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, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C (Form 990 or 990EZ) 2018


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," on 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 Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
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" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of 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" on 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 7/25/06, 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, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, 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" on 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)
Revenue included on 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
Revenue included on 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) 2018

Schedule D (Form 990) 2018
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" on 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, for escrow or custodial account liability? ...
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" on Form 990, Part IV, line 10.
(a)Current year (b)Prior year (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 on 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" on 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" on 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 .....      
b Buildings ....        
c Leasehold improvements   4,440,569 3,899,813 540,756
d Equipment ....   164,601 57,636 106,965
e Other .....   1,578,317 615,951 962,366
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 1,610,087
Schedule D (Form 990) 2018

Schedule D (Form 990) 2018
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered "Yes" on 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........    
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
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' on 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 DEVELOPMENT PROJ. 406,802,636 C
(2)NMSC INVESTMENT IN PROJ. PARTNERSHIPS 52,824 C
(3)RECOVERABLE GRANTS TO COMM. DEV. PROJECTS 9,358,196 C
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet 416,213,656
Part IX
Other Assets. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1) ACCRUED INTEREST RECEIVABLE 2,748,672
(2) DUE FROM AFFILIATES 1,999,497
(3) INVESTMENT IN AFFILIATES 67,937,418
(4) OTHER RECEIVABLES 1,471,924
(5) FEE RECEIVABLE 317,411
(6) NOTES RECEIVABLE 276,434
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 74,751,356
Part X
Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
DUE TO AFFILIATES 1,588,267
GOVT. CONTRACTS AND LOAN-RELATED ADVANCES 4,669,779
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 6,258,046
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) 2018

Schedule D (Form 990) 2018
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 183,585,781
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a -689,417
b Donated services and use of facilities ......... 2b 139,426
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e -549,991
3 Subtract line 2e from line 1.................. 3 184,135,772
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 7,573,142
c Add lines 4a and 4b.................... 4c 7,573,142
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 191,708,914
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 147,938,257
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a 139,426
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d 299,085
e Add lines 2a through 2d.................... 2e 438,511
3 Subtract line 2e from line 1................... 3 147,499,746
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 7,873,304
c Add lines 4a and 4b..................... 4c 7,873,304
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 155,373,050
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
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 DID NOT RECOGNIZE ANY UNRELATED BUSINESS INCOME TAX LIABILITIES FOR THE PERIODS ENDED DECEMBER 31, 2018 AND 2017. INCOME TAX RETURNS FILED BY THE ORGANIZATION ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR A PERIOD OF THREE YEARS. WHILE NO INCOME TAX RETURNS ARE CURRENTLY BEING EXAMINED BY THE INTERNAL REVENUE SERVICE, TAX YEARS SINCE 2015 REMAIN OPEN.
PART XI, LINE 4B - OTHER ADJUSTMENTS: NEW MARKETS SUPPORT COMPANY, LLC 6,772,759. LISC LOUISIANA LOAN FUND, LLC 41,010. NEIGHBORHOOD PROPERTIES, LLC 60,744. IMMITO, LLC 145,500. RESILIENCE AND RECOVERY NETWORK, LLC 625,000. TRANSACTIONS AMONG DISREGARDED ENTITIES 227,214. RECLASSIFICATION OF RENTAL EXPENSES -299,085.
PART XII, LINE 2D - OTHER ADJUSTMENTS: RECLASSIFICATION OF RENTAL EXPENSES 299,085.
PART XII, LINE 4B - OTHER ADJUSTMENTS: NEW MARKETS SUPPORT COMPANY, LLC 5,800,613. LISC LOUISIANA LOAN FUND, LLC -5,971. NEIGHBORHOOD PROPERTIES, LLC 19,934. IMMITO, LLC 1,622,261. RESILIENCE AND RECOVERY NETWORK, LLC 570,290. TRANSACTIONS AMONG DISREGARDED ENTITIES -133,823.
SCHEDULE D, PART X, LINE 1(2): NATIONAL EQUITY FUND, INC. (NEF), AN AFFILIATE OF LISC PROVIDES MANAGEMENT SERVICES RELATED TO THE DAY-TO-DAY OPERATIONS OF NMSC. PURSUANT TO A MANAGEMENT SERVICES AGREEMENT, NMSC PAYS A QUARTERLY FEE EQUAL TO THE ALLOCABLE COSTS OF CERTAIN NEF EMPLOYEES, DIRECT AND INDIRECT OVERHEAD OF CERTAIN CORPORATE SERVICES, AND ALL OUT-OF POCKET EXPENSES INCURRED BY NEF. DUE TO AFFILIATES REPRESENTS MANAGEMENT SERVICES PAYABLE BY NMSC TO NEF.
SCHEDULE D, PART XI, LINE 4B: LINE 4B CONSISTS OF REVENUE FROM LISC DISREGARDED ENTITIES. 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).
SCHEDULE D, PART XII, LINE 4B: LINE 4B CONSISTS OF EXPENSES FROM LISC DISREGARDED ENTITIES. 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).
Schedule D (Form 990) 2018


Additional Data


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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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
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 0 0 INVESTMENTS   5,073,531
EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS   8,548,724
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total ..... 0 0 13,622,255
b Total from continuation sheets to Part I ...     0
c Totals (add lines 3a and 3b) 0 0 13,622,255
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2018
Schedule F (Form 990) 2018
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) 2018
Schedule F (Form 990) 2018Page 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) 2018
Schedule F (Form 990) 2018
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 separately 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; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
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 separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2018
Schedule F (Form 990) 2018
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) 2018
Additional Data


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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," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
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 Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on 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 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
noncash assistance
(h) Purpose of grant
or assistance
(1) 110 SOUTH PERRY LLC
700 EVERETT STREET SUITE 1102
RICHMOND,VA23224
45-1432131   70,000       SEE PART IV
(2) 365DAD
100A WARREN STREET
ROXBURY,MA02119
82-3395640   10,000       SEE PART IV
(3) A SAFE HAVEN FOUNDATION
2750 W ROOSEVELT ROAD
CHICAGO,IL60608
36-4444200 501(C)(3) 20,000       SEE PART IV
(4) ABC-PILSEN
1929 W 23RD STREET
CHICAGO,IL60608
46-2454231 501(C)(3) 7,000       SEE PART IV
(5) ABILITY HOUSING INC
3740 BEACH BLVD
JACKSONVILLE,FL32207
59-3087085 501(C)(3) 108,000       SEE PART IV
(6) ACHIEVEABILITY
35 NORTH 60TH STREET
PHILADELPHIA,PA19139
23-2215980 501(C)(3) 10,000       SEE PART IV
(7) ACTION FOR BOSTON COMMUNITY DEVELOPMENT INC
178 TREMONT STREET
BOSTON,MA021111006
04-2304133 501(C)(3) 22,309       SEE PART IV
(8) ACTIVITIES BEYOND THE CLASSROOM
635 WEST SEVENTH STREET SUITE 301
CINCINNATI,OH45203
35-2222723 501(C)(3) 250,000       SEE PART IV
(9) ADAMS BROWN COUNTIES ECONOMIC OPPORTUNITIES INC
406 WEST PLUM STREET
GEORGETOWN,OH451211241
31-0710683 501(C)(3) 14,705       SEE PART IV
(10) AFFORDABLE HOUSING NOW
1787 TRIBUTE ROAD SUITE K
SACRAMENTO,CA95815
82-4179512   15,000       SEE PART IV
(11) ALLIANCE FOR MULTICULTURAL COMMUNITY SERVICES
6440 HILLCROFT STREET SUITE 411
HOUSTON,TX770813104
76-0171217 501(C)(3) 119,800       SEE PART IV
(12) ALLIANCE HOUSING INC
2309 NICOLLET AVENUE
MINNEAPOLIS,MN55404
41-1717910 501(C)(3) 15,000       SEE PART IV
(13) AMERICAN INDIAN COMMUNITY DEVELOPMENT CORPORATION
1508 EAST FRANKLIN AVENUE SUITE 200
200
MINNEAPOLIS,MN554042177
41-1716667 501(C)(3) 15,000       SEE PART IV
(14) AMERICAN INDIAN COMMUNITY HOUSING ORGANIZATION
202 WEST 2ND STREET
DULUTH,MN55802
41-1782394 501(C)(3) 27,000       SEE PART IV
(15) AMERICAN INDIANS IN TEXAS AT THE SPANISH COLONIAL MISSIONS
1313 GUADALUPE STREET SUITE 104
SAN ANTONIO,TX78207
74-2717029 501(C)(3) 35,000       SEE PART IV
(16) AMOS HOUSE
460 PINE STREET PO BOX 72873
PROVIDENCE,RI02907
05-0387218 501(C)(3) 26,358       SEE PART IV
(17) ANACOSTIA ECONOMIC DEVELOPMENT CORPORATION
1800 MARTIN LUTHER KING JR AVENUE
SE SUITE 100
WASHINGTON,DC20020
52-0897780 501(C)(3) 50,000       SEE PART IV
(18) ANNIE B JONES COMMUNITY SERVICES INC
1818 EAST 71ST STREET
CHICAGO,IL60649
36-3883523 501(C)(3) 7,000       SEE PART IV
(19) ANSONIA LVE LP
815 W VAN BUREN STREET SUITE 550
CHICAGO,IL60607
47-1824563   11,623       SEE PART IV
(20) APPALACHIAN COMMUNITY ACTION & DEVELOPMENT AGENCY INC
175 MILITARY LANE PO BOX 279
GATE CITY,VA24251
54-0785849 501(C)(3) 24,522       SEE PART IV
(21) ARAB COMMUNITY CENTER FOR ECONOMIC AND SOCIAL SERVICES
2651 SAULINO COURT
DEARBORN,MI48120
23-7444497 501(C)(3) 50,000       SEE PART IV
(22) ARLINGTON INDEPENDENT SCHOOL DISTRICT
1203 W PIONEER PARKWAY
ARLINGTON,TX76013
75-6000119 GOVERNMENT 250,000       SEE PART IV
(23) AROUET FOUNDATION
4636 E UNIVERSITY DRIVE 150
PHOENIX,AZ85034
45-3456191 501(C)(3) 9,000       SEE PART IV
(24) ART OPPORTUNITIES INC
20 E CENTRAL PARKWAY 1ST FLOOR
CINCINNATI,OH45202
31-1665900 501(C)(3) 17,800       SEE PART IV
(25) ARTSTECH
1522 HOLMES STREET
KANSAS CITY,MO641081356
43-1013392 501(C)(3) 15,242       SEE PART IV
(26) ASIAN ECONOMIC DEVELOPMENT ASSOCIATION
422 UNIVERSITY AVE W SUITE 14
ST PAUL,MN55103
41-1911474 501(C)(3) 10,000       SEE PART IV
(27) AUSTIN COMING TOGETHER
5049 W HARRISON STREET
CHICAGO,IL606445142
45-0920919 501(C)(3) 38,000       SEE PART IV
(28) AVENUE COMMUNITY DEVELOPMENT CORPORATION
2505 WASHINGTON AVENUE 400
HOUSTON,TX770076044
76-0380602 501(C)(3) 203,600       SEE PART IV
(29) AVONDALE DEVELOPMENT CORPORATION
3635 READING ROAD SUITE 200
CINCINNATI,OH45229
45-2412695 501(C)(3) 195,400       SEE PART IV
(30) BACK OF THE YARDS NEIGHBORHOOD COUNCIL
1823 W 47TH STREET 2ND FLOOR
CHICAGO,IL60609
36-2079600 501(C)(3) 12,500       SEE PART IV
(31) BANANA KELLY COMMUNITY IMPROVEMENT ASSOCIATION
863 PROSPECT AVENUE
BRONX,NY104593927
13-2934000 501(C)(3) 95,250       SEE PART IV
(32) BAY AREA PARENT LEADERSHIP ACTION NETWORK
7200 BANCROFT AVENUE SUITE 269
OAKLAND,CA94605
26-2618507 501(C)(3) 8,500       SEE PART IV
(33) BEDFORD STUYVESANT RESTORATION CORPORATION
1368 FULTON STREET
BROOKLYN,NY112162600
11-6083182 501(C)(3) 35,000       SEE PART IV
(34) BELMONT ALLIANCE CIVIC ASSOCIATION COMMUNITY DEVELOPMENT CORPORATION
871 N HOLLY STREET 2ND FLOOR
PHILADELPHIA,PA19104
23-3004021 501(C)(3) 10,000       SEE PART IV
(35) BETHEL AME OUTREACH HIV AIDS INC
1358 SOUTH BOULEVARD
BATON ROUGE,LA70802
65-1206556 501(C)(3) 5,386       SEE PART IV
(36) BETTER HOUSING COALITION
PO BOX 12117
RICHMOND,VA23241
54-1479059 501(C)(3) 30,000       SEE PART IV
(37) BEULAH LAND DEVELOPMENT CORPORATION INC
774 ORCHARD STREET
NEW HAVEN,CT06511
06-1419774 501(C)(3) 35,000       SEE PART IV
(38) BEYOND THE BALL
2801 S RIDGEWAY AVENUE 2ND FLOOR
NORTH
CHICAGO,IL606234641
26-1440472 501(C)(3) 6,500       SEE PART IV
(39) BIG CAR MEDIA INC
1125 S CRUFT STREET
INDIANAPOLIS,IN46203
11-3725157 501(C)(3) 32,500       SEE PART IV
(40) BLACK VETERANS FOR SOCIAL JUSTICE INC
665 WILLOUGHBY AVENUE
BROOKLYN,NY11206
11-2608983 501(C)(3) 19,430       SEE PART IV
(41) BLC SID PARTNERSHIP INC
PO BOX 2074
NEWARK,NJ07104
46-4162379 501(C)(3) 45,505       SEE PART IV
(42) BOARD OF EDUCATION OF THE CITY OF CHICAGO
42 WEST MADISON 2ND FLOOR
CHICAGO,IL606024413
36-6005821 GOVERNMENT 18,527       SEE PART IV
(43) BOGALUSA REBIRTH
305 AVENUE B ROOM 111
BOGALUSA,LA70427
26-0378968 501(C)(3) 8,831       SEE PART IV
(44) BOSTON LOCAL DEVELOPMENT CORPORATION
43 HAWKINS STREET
BOSTON,MA02114
04-2681311 501(C)(3) 82,500       SEE PART IV
(45) BOYS & GIRLS CLUB OF PAWTUCKET
1 MOELLER PLACE
PAWTUCKET,RI028605775
05-0258924 501(C)(3) 6,000       SEE PART IV
(46) BOYS & GIRLS CLUBS OF GREATER SAN DIEGO
4635 CLAIREMONT MESA BLVD
SAN DIEGO,CA92117
95-1865988 501(C)(3) 50,000       SEE PART IV
(47) BOYS GIRLS ADULTS COMMUNITY DEVELOPMENT CENTER
PO BOX 1356
MARVELL,AR72366
71-0540330 501(C)(3) 50,960       SEE PART IV
(48) BREAD FOR THE CITY INC
1525 7TH STREET NW
WASHINGTON,DC20001
52-1138207 501(C)(3) 50,000       SEE PART IV
(49) BREAKTHROUGH URBAN MINISTRIES
402 N ST LOUIS AVENUE
CHICAGO,IL60624
36-3810926 501(C)(3) 7,000       SEE PART IV
(50) BREC FOUNDATION
6201 FLORIDA BLVD
BATON ROUGE,LA70806
68-0526294 501(C)(3) 50,000       SEE PART IV
(51) BRIDGEPORT NEIGHBORHOOD TRUST INC
570 STATE STREET
BRIDGEPORT,CT06604
22-2809353 501(C)(3) 30,000       SEE PART IV
(52) BRIGHTON CENTER INC
PO BOX 325
NEWPORT,KY410721222
61-0673886 501(C)(3) 140,000       SEE PART IV
(53) BUFFALO ERIE NIAGARA LAND IMPROVEMENT CORPORATION
403 MAIN STREET SUITE 602
BUFFALO,NY14202
46-3582754 501(C)(3) 217,125       SEE PART IV
(54) BUILD INC
5100 W HARRISON STREET
CHICAGO,IL606445101
23-7022085 501(C)(3) 8,000       SEE PART IV
(55) BUILDING BRIDGES ACROSS THE RIVER INC
1901 MISSISSIPPI AVENUE SE 101
WASHINGTON,DC200206117
52-2013526 501(C)(3) 55,000       SEE PART IV
(56) BUILDINGCOMMUNITY WORKSHOP
416 S ERVAY STREET
DALLAS,TX75201
26-2132264 501(C)(3) 24,300       SEE PART IV
(57) BURDICKONE LLC
921 S BURDICK STREET
KALAMAZOO,MI49001
82-2322246   10,000       SEE PART IV
(58) BYRD BARR PLACE
722 18TH AVENUE
SEATTLE,WA98122
91-0786727 501(C)(3) 25,000       SEE PART IV
(59) CABRILLO ECONOMIC DEVELOPMENT CORPORATION
702 COUNTY SQUARE DRIVE
VENTURA,CA930035450
95-3681521 501(C)(3) 27,334       SEE PART IV
(60) CALIFORNIA COALITION FOR RURAL HOUSING PROJECT
717 K STREET SUITE 400
SACRAMENTO,CA958143408
94-2832634 501(C)(3) 37,000       SEE PART IV
(61) CAP SERVICES INC
2900 HOOVER ROAD
STEVENS POINT,WI54481
39-1080897 501(C)(3) 16,150       SEE PART IV
(62) CAROLINA BAR B QUE LLC
3015 NINE MILE ROAD
RICHMOND,VA23223
47-1679877   25,000       SEE PART IV
(63) CATHOLIC BISHOP OF CHICAGO - ST SABINA CHURCH
1210 W 78TH PLACE
CHICAGO,IL60620
36-2171123 501(C)(3) 7,000       SEE PART IV
(64) CATHOLIC CHARITIES HOUSING SERVICES OF THE DIOCESE OF YAKIMA
5301 TIETON DRIVE
YAKIMA,WA98908
91-1955616 501(C)(3) 51,790       SEE PART IV
(65) CEIBA
174 DIAMOND STREET
PHILADELPHIA,PA19122
23-2732783 501(C)(3) 10,000       SEE PART IV
(66) CENTER CITY HOUSING CORPORATION
105 1/2 WEST FIRST STREET
DULUTH,MN558022180
36-3485584 501(C)(3) 10,000       SEE PART IV
(67) CENTER FOR CHANGING LIVES
PO 478317
CHICAGO,IL606473910
36-3731388 501(C)(3) 169,174       SEE PART IV
(68) CENTER FOR COMMUNITY SELF-HELP
301 W MAIN STREET
DURHAM,NC27701
56-1271685 501(C)(3) 10,000       SEE PART IV
(69) CENTER FOR GREAT NEIGHBORHOODS OF COVINGTON INC
321 W MARTIN LUTHER KING BLVD
12THST
COVINGTON,KY41011
61-0733046 501(C)(3) 205,000       SEE PART IV
(70) CENTER FOR LAND REFORM
111 E COURT STREET SUITE 2C-1
FLINT,MI485021649
27-0718458 501(C)(3) 10,000       SEE PART IV
(71) CENTER ON RURAL INNOVATION INC
PO BOX 392
HARTLAND,VT05048
82-5408477 501(C)(3) 50,000       SEE PART IV
(72) CENTRAL INDIANA COMMUNITY FOUNDATION INC
615 N ALABAMA STREET SUITE 119
INDIANAPOLIS,IN46204
35-1793680 501(C)(3) 5,083       SEE PART IV
(73) CENTRAL MISSISSIPPI HOUSING AND DEVELOPMENT CORPORATION
120 FAITH LANE
CANTON,MS390469761
45-4742548 501(C)(3) 48,940       SEE PART IV
(74) CENTRAL STATES SER-JOBS FOR PROGRESS
3948 WEST 26TH STREET SUITE 213
CHICAGO,IL606233738
36-1211270 501(C)(3) 84,544       SEE PART IV
(75) CHARLEEN SPENCER-TAYLOR
3058 NINE MILE ROAD
RICHMOND,VA23223
46-1973499   14,500       SEE PART IV
(76) CHARLES STEWART MOTT COMMUNITY COLLEGE
1401 E COURT STREET
FLINT,MI48503
38-1914697 GOVERNMENT 50,000       SEE PART IV
(77) CHAUTAUQUA HOME REHABILITATION AND IMPROVEMENT CORPORATION
2 ACADEMY STREET
MAYVILLE,NY14757
13-2922191 501(C)(3) 75,000       SEE PART IV
(78) CHICAGO COMMONS ASSOCIATION
515 EAST 50TH STREET
CHICAGO,IL606152401
36-2169136 501(C)(3) 70,000       SEE PART IV
(79) CHICAGO PARK DISTRICT
541 N FAIRBANKS COURT 6TH FLOOR
CHICAGO,IL60611
36-6005822 GOVERNMENT 1,784,880       SEE PART IV
(80) CHICAGO PARKS FOUNDATION
541 N FAIRBANKS COURT
CHICAGO,IL60611
45-4866050 501(C)(3) 250,000       SEE PART IV
(81) CHINATOWN COMMUNITY DEVELOPMENT CENTER
1525 GRANT AVENUE
SAN FRANCISCO,CA941333323
94-2514053 501(C)(3) 51,108       SEE PART IV
(82) CHINESE COMMUNITY CENTER INC
9800 TOWN PARK DRIVE
HOUSTON,TX770362316
76-0067885 501(C)(3) 125,000       SEE PART IV
(83) CHURCH COMMUNITY HOUSING CORPORATION
50 WASHINGTON SQUARE
NEWPORT,RI028402977
05-0343709 501(C)(3) 90,000       SEE PART IV
(84) CITIZENS HOUSING & PLANNING COUNCIL
42 BROADWAY SUITE 2010
NEW YORK,NY10004
13-1782468 501(C)(3) 5,500       SEE PART IV
(85) CITY HEIGHTS COMMUNITY DEVELOPMENT CORPORATION
4001 EL CAJON BLVD SUITE 205
SAN DIEGO,CA921051289
95-3661177 501(C)(3) 190,000       SEE PART IV
(86) CITY NEIGHBORS CHARTER SCHOOL INC
4301 RASPE AVE
BALTIMORE,MD21206
77-0619632 501(C)(3) 75,000       SEE PART IV
(87) CITY OF KINGSTON NY
CITY HALL 420 BROADWAY
KINGSTON,NY12401
14-6002247 GOVERNMENT 18,000       SEE PART IV
(88) CITY OF POUGHKEEPSIE
62 CIVIC CENTER PLAZA
POUGHKEEPSIE,NY12601
14-6002385 GOVERNMENT 14,418       SEE PART IV
(89) CITY OF RICHMOND VA
900 EAST BROAD STREET
RICHMOND,VA23219
54-6001556 GOVERNMENT 50,000       SEE PART IV
(90) CLARETIAN ASSOCIATES
9108 S BRANDON AVENUE
CHICAGO,IL606174421
36-4087259 501(C)(3) 7,000       SEE PART IV
(91) CLARKE SQUARE NEIGHBORHOOD INITIATIVE INC
2110 WEST SCOTT STREET
MILWAUKEE,WI53204
46-4325662 501(C)(3) 7,200       SEE PART IV
(92) CLIFFORD BEERS HOUSING INC
11739 VICTORY BLVD
NORTH HOLLYWOOD,CA91606
95-4485263 501(C)(3) 25,000       SEE PART IV
(93) CLINCH-POWELL RESOURCE CONSERVATION & DEVELOPMENT COUNCIL
PO BOX 379
RUTLEDGE,TN37861
62-1396815 501(C)(3) 8,300       SEE PART IV
(94) COALITION FOR NONPROFIT HOUSING AND ECONOMIC DEVELOPMENT
727 15TH STREET NW SUITE 600
WASHINGTON,DC20005
52-1750323 501(C)(3) 43,500       SEE PART IV
(95) COALITION FOR RESPONSIBLE COMMUNITY DEVELOPMENT
3101 SOUTH GRAND AVENUE
LOS ANGELES,CA900073816
20-2445113 501(C)(3) 157,000       SEE PART IV
(96) CODMAN SQUARE NEIGHBORHOOD DEVELOPMENT CORPORATION
587 WASHINGTON STREET
DORCHESTER,MA021242033
04-2752507 501(C)(3) 65,500       SEE PART IV
(97) COMMUNIDADES LATINAS UNIDAS EN SERVICIO INC
797 EAST 7TH STREET
ST PAUL,MN551065014
41-1386986 501(C)(3) 200,000       SEE PART IV
(98) COMMUNITIES UNLIMITED INC
3 EAST COLT SQ DR
FAYETTEVILLE,AR72703
71-0464321 501(C)(3) 249,350       SEE PART IV
(99) COMMUNITY ACTION DULUTH INC
2424 W 5TH STREET SUITE 102
DULUTH,MN558061500
41-1410670 501(C)(3) 123,750       SEE PART IV
(100) COMMUNITY CAPITAL FUND
3200 WAYNE AVENUE
KANSAS CITY,MO64109
45-4561134 501(C)(3) 7,750       SEE PART IV
(101) COMMUNITY DEVELOPMENT ADVOCATES OF DETROIT
440 BURROUGHS STREET SUITE 340
DETROIT,MI48202
38-3465670 501(C)(3) 7,000       SEE PART IV
(102) COMMUNITY DEVELOPMENT OF SOUTH BERKSHIRE
P O BOX 733 GREAT BARRINGTON
MA,MA01230
04-3010725 501(C)(3) 32,235       SEE PART IV
(103) COMMUNITY ECONOMIC DEVELOPMENT ASSOCIATION OF MICHIGAN
1118 SOUTH WASHINGTON AVENUE SUITE
101
LANSING,MI489101659
38-3445097 501(C)(3) 20,000       SEE PART IV
(104) COMMUNITY ECONOMIC DEVELOPMENT CENTER OF SOUTHEASTERN MA
1285 ACUSHNET AVENUE
NEW BEDFORD,MA02746
04-3371170 501(C)(3) 20,000       SEE PART IV
(105) COMMUNITY HOMEWORKS
810 BRYANT STREET
KALAMAZOO,MI49001
27-1037159 501(C)(3) 83,000       SEE PART IV
(106) COMMUNITY HOUSING IMPROVEMENT PROGRAM INC
1001 WILLOW STREET
CHICO,CA959285958
94-2223398 501(C)(3) 16,169       SEE PART IV
(107) COMMUNITY HOUSING IMPROVEMENT SYSTEMS & PLANNING ASSOCIATION INC
295 MAIN STREET SUITE 100
SALINAS,CA93901
94-2631608 501(C)(3) 36,000       SEE PART IV
(108) COMMUNITY HOUSING RESOURCE PARTNERS INC
19141 STONE OAK PARKWAY 104
SAN ANTONIO,TX78258
34-1765664 501(C)(3) 35,000       SEE PART IV
(109) COMMUNITY LEGAL RESOURCES
615 GRISWOLD SUITE 1805
DETROIT,MI48226
20-5764501 501(C)(3) 7,000       SEE PART IV
(110) COMMUNITY NEIGHBORHOOD HOUSING SERVICES
533 DALE STREET NORTH
SAINT PAUL,MN55103
41-1386089 501(C)(3) 32,500       SEE PART IV
(111) COMMUNITY OF HOPE INC
1717 MASSACHUSETTS AVENUE NW SUITE
805
WASHINGTON,DC200362001
52-1184749 501(C)(3) 100,000       SEE PART IV
(112) COMMUNITY SERVICES LEAGUE
404 NORTH NOLAND ROAD
INDEPENDENCE,MO64050
43-0976396 501(C)(3) 131,000       SEE PART IV
(113) COMMUNITY STABILIZATION PROJECT
501 N DALE STREET
ST PAUL,MN55104
41-1729493 501(C)(3) 10,000       SEE PART IV
(114) CONCERN FOR INDEPENDENT LIVING INC
312 EXPRESSWAY DRIVE SOUTH
MEDFORD,NY11763
23-7259687 501(C)(3) 40,000       SEE PART IV
(115) CONJUNTO HERITAGE TALLER
1443 S ST MARYS STREET
SAN ANTONIO,TX78210
14-1849936 501(C)(3) 25,000       SEE PART IV
(116) CONNECTING FOR CHILDREN AND FAMILIES
46 HOPE STREET
WOONSOCKET,RI02895
05-0475365 501(C)(3) 31,806       SEE PART IV
(117) CONNECTING FOR GOOD INC
3210 MICHIGAN AVENUE
KANSAS CITY,MO64109
45-3684984 501(C)(3) 15,000       SEE PART IV
(118) COUNCIL FOR NATIVE HAWAIIAN ADVANCEMENT
2149 LAUWILIWILI STREET SUITE 20
KAPOLEI,HI96707
91-0313383 501(C)(3) 7,000       SEE PART IV
(119) COUNTY OF CHEMUNG
320 E MARKET STREET
ELMIRA,NY14901
16-6002557 GOVERNMENT 893,100       SEE PART IV
(120) COVENANT COMMUNITY CAPITAL CORPORATION
3300 LYONS AVENUE
HOUSTON,TX77020
76-0573676 501(C)(3) 481,167       SEE PART IV
(121) CREATIVE ENTERPRISE ZONE
PO BOX 14252
SAINT PAUL,MN55114
47-3199574 501(C)(3) 15,000       SEE PART IV
(122) CROSSROADS RHODE ISLAND
160 BROAD STREET
PROVIDENCE,RI029034163
05-0259094 501(C)(3) 41,133       SEE PART IV
(123) CYPRESS HILLS LOCAL DEVELOPMENT CORPORATION
625 JAMAICA AVENUE
BROOKLYN,NY112081203
11-2683663 501(C)(3) 14,000       SEE PART IV
(124) DATA YOU CAN USE INC
PO BOX 511700
MILWAUKEE,WI53203
81-2533562 501(C)(3) 33,900       SEE PART IV
(125) DC WHEEL PRODUCTIONS INC
3225 8TH STREET NE
WASHINGTON,DC200173502
52-1118504 501(C)(3) 25,000       SEE PART IV
(126) DELTA COMMUNITY DEVELOPMENT AND LAW CENTER INC
10515 WEST MARKHAM SUITE K8
LITTLE ROCK,AR722052287
27-0598497 501(C)(3) 51,130       SEE PART IV
(127) DELTA HOUSING DEVELOPMENT CORPORATION
PO BOX 847
INDIANOLA,MS387512236
64-0508153 501(C)(3) 35,000       SEE PART IV
(128) DEMOISELLE 2 FEMME NFP
10924 S HALSTED
CHICAGO,IL60628
35-2220199 501(C)(3) 6,000       SEE PART IV
(129) DESIGNBRIDGE LTD
1415 W GRAND AVENUE
CHICAGO,IL60642
36-3901120   17,234       SEE PART IV
(130) DETROIT LAND BANK AUTHORITY
500 GRISWOLD STREET SUITE 1200
DETROIT,MI48226
27-1170869 GOVERNMENT 14,000       SEE PART IV
(131) DETROIT STRATEGIC FRAMEWORK INC
2990 W GRAND BLVD SUITE 2
DETROIT,MI48202
47-5050055 501(C)(3) 64,000       SEE PART IV
(132) DORCAS INTERNATIONAL INSTITUTE OF RI
645 ELMWOOD AVENUE
PROVIDENCE,RI02907
05-0258886 501(C)(3) 247,480       SEE PART IV
(133) DOUGLASS COMMUNITY ASSOCIATION
1000 W PATERSON STREET
KALAMAZOO,MI490071710
38-1359200 501(C)(3) 15,500       SEE PART IV
(134) DOWNTOWN TOLEDO DEVELOPMENT CORPORATION
300 MADISON AVENUE SUITE 0110
TOLEDO,OH43614
06-0529307 501(C)(3) 71,000       SEE PART IV
(135) EAST BAY COMMUNITY DEVELOPMENT CORPORATION
150 FRANKLIN STREET
BRISTOL,RI02809
05-0445955 501(C)(3) 35,000       SEE PART IV
(136) EAST NEW YORK URBAN YOUTH CORP HDFC INC
539 ALABAMA AVENUE
BROOKLYN,NY11207
11-2799145 501(C)(3) 17,500       SEE PART IV
(137) ECOLIBRIUM3
2014 W SUPERIOR STREET
DULUTH,MN55806
45-2746481 501(C)(3) 54,510       SEE PART IV
(138) ECONOMIC AND COMMUNITY DEVELOPMENT INSTITUTE
1655 OLD LEONARD AVENUE
COLUMBUS,OH432192541
31-1145544 501(C)(3) 10,000       SEE PART IV
(139) ECONOMIC AND POLICY IMPACT CENTER
777 S FIGUEROA STREET SUITE 4050
LOS ANGELES,CA90017
82-3486969   35,000       SEE PART IV
(140) ECONOMIC DEVELOPMENT CENTER OF WASHINGTON COUNTY
PO BOX 933
GREENVILLE,MS387020933
20-8973389 501(C)(6) 34,904       SEE PART IV
(141) ECONOMIC DEVELOPMENT ON THIRD
4800 3RD STREET UNIT 404
SAN FRANCISCO,CA94124
81-3198441 501(C)(3) 153,850       SEE PART IV
(142) ECOWORKS
4835 MICHIGAN AVENUE
DETROIT,MI48210
38-2412482 501(C)(3) 7,000       SEE PART IV
(143) EDISON NEIGHBORHOOD ASSOCIATION INC
816 WASHINGTON AVENUE
KALAMAZOO,MI490013058
38-2108671 501(C)(3) 65,805       SEE PART IV
(144) EDNA MARTIN CHRISTIAN CENTER
2605 E 25TH STREET
INDIANAPOLIS,IN462183608
35-1072577 501(C)(3) 70,323       SEE PART IV
(145) EDWARD WATERS COLLEGE
1658 KINGS ROAD
JACKSONVILLE,FL322096167
59-1146751 501(C)(3) 52,118       SEE PART IV
(146) ELDERHOMES CORPORATION
88 CARNATION STREET
RICHMOND,VA232256811
54-1595851 501(C)(3) 25,000       SEE PART IV
(147) EMERGE COMMUNITY DEVELOPMENT
1830 EMERSON AVENUE NORTH
MINNEAPOLIS,MN55411
41-1277423 501(C)(3) 363,500       SEE PART IV
(148) ENGLEWOOD COMMUNITY DEVELOPMENT CORPORATION
57 N RURAL STREET
INDIANAPOLIS,IN462013207
35-2003744 501(C)(3) 152,750       SEE PART IV
(149) ESPERANZA PEACE AND JUSTICE CENTER
922 SAN PEDRO AVENUE
SAN ANTONIO,TX78212
74-2419582 501(C)(3) 15,000       SEE PART IV
(150) FAMILY FOUNDATIONS OF NORTHEAST FLORIDA INC
40 EAST ADAMS STREET SUITE 320
JACKSONVILLE,FL32202
59-0768265 501(C)(3) 16,161       SEE PART IV
(151) FATHERS' UPLIFT INCORPORATED
12 SOUTHERN AVENUE
DORCESTER,MA02124
46-1407932 501(C)(3) 15,000       SEE PART IV
(152) FAYETTE COUNTY COMMUNITY ACTION AGENCY INC
108 NORTH BEESON AVENUE
UNIONTOWN,PA154017401
25-1180898 501(C)(3) 28,630       SEE PART IV
(153) FEDERATION OF APPALACHIAN HOUSING ENTERPRISES INC (FAHE)
319 OAK STREET
BEREA,KY40403
31-0986871 501(C)(3) 53,000       SEE PART IV
(154) FIFTH AVENUE COMMITTEE
621 DEGRAW STREET
BROOKLYN,NY112173120
11-2475743 501(C)(3) 113,758       SEE PART IV
(155) FIFTH WARD COMMUNITY REDEVELOPMENT CORPORATION
4300 LYONS AVENUE SUITE 300
HOUSTON,TX77020
76-0288037 501(C)(3) 4,257,900       SEE PART IV
(156) FLANNER HOUSE OF INDIANAPOLIS
2424 DR MARTIN LUTHER KING JR
STREET
INDIANAPOLIS,IN462085598
35-0942628 501(C)(3) 80,500       SEE PART IV
(157) FOCUS HOPE
1400 OAKMAN BLVD
DETROIT,MI482382849
38-1948285 501(C)(3) 225,874       SEE PART IV
(158) FOR THE KINGDOM INC
4100 RALEIGH MILLINGTON ROAD
MEMPHIS,TN38128
62-1796910 501(C)(3) 25,500       SEE PART IV
(159) FORWARD CITIES INC
310 S HARRINGTON STREET
RALEIGH,NC27603
13-4302280   150,000       SEE PART IV
(160) FOSTER FORWARD
55 S BROW STREET
EAST PROVIDENCE,RI02914
05-0486797 501(C)(3) 31,576       SEE PART IV
(161) FOUR DIRECTIONS DEVELOPMENT CORPORATION
20 GODFREY DRIVE
ORONO,ME044733610
01-0544468 501(C)(3) 36,603       SEE PART IV
(162) FRANCES SPECIAL SERVICES INC
123 EAST OAK STREET
AMITE,LA70422
34-1987838 501(C)(3) 5,725       SEE PART IV
(163) FRIENDS OF JEWISH COMMUNITY HOUSING FOR THE ELDERLY INC
30 WALLINGFORD ROAD
BRIGHTON,MA021354753
04-2607197 501(C)(3) 10,000       SEE PART IV
(164) FRIENDS OF LITTLE SAIGON
409 MAYNARD AVENUE S SUITE B
SEATTLE,WA98104
45-3621880 501(C)(3) 14,800       SEE PART IV
(165) FRIENDS OF OGDEN SCHOOL INC
24 W WALTON STREET
CHICAGO,IL60610
36-3802614 501(C)(3) 5,979       SEE PART IV
(166) FUND FOR EDUCATIONAL EXCELLENCE
800 NORTH CHARLES STREET SUITE 400
BALTIMORE,MD21201
52-1129402 501(C)(3) 261,000       SEE PART IV
(167) FUND FOR PHILADELPHIA INC
OFFICE OF THE MAYOR ROOM 215 - CITY
HALL
PHILADELPHIA,PA191073295
23-2174863 501(C)(3) 11,250       SEE PART IV
(168) G & S CONSTRUCTION COMPANY LLC
1812 PROVIDENCE CREEK TAIL
CHESTERFIELD,VA23236
54-2012423   80,000       SEE PART IV
(169) GARDEN STATE CONSUMER CREDIT COUNSELING INC
225 WILLOWBROOK ROAD
FREEHOLD,NJ07728
22-3120920 501(C)(3) 7,750       SEE PART IV
(170) GARRETT COUNTY COMMUNITY ACTION COMMITTEE INC
104 EAST CENTER STREET
OAKLAND,MD215501328
52-0820662 501(C)(3) 13,950       SEE PART IV
(171) GENESEE COUNTY HABITAT FOR HUMANITY
101 BURTON STREET
FLINT,MI485031873
38-2899387 501(C)(3) 75,000       SEE PART IV
(172) GENESIS CENTER
620 POTTERS AVENUE
PROVIDENCE,RI02907
22-3001721 501(C)(3) 199,990       SEE PART IV
(173) GLEANERS COMMUNITY FOOD BANK INC
2131 BEAUFAIT
DETROIT,MI48207
38-2156255 501(C)(3) 7,000       SEE PART IV
(174) GOODWILL OF SOUTHWESTERN PA
118 52ND STREET
PITTSBURGH,PA15201
25-1098928 501(C)(3) 50,000       SEE PART IV
(175) GREATER AUBURN GRESHAM DEVELOPMENT CORPORATION
1159 WEST 79TH STREET
CHICAGO,IL606203031
36-4377387 501(C)(3) 50,500       SEE PART IV
(176) GREATER ENGLEWOOD CHAMBER OF COMMERCE
815 W 63RD STREET 2ND FLOOR
CHICAGO,IL60621
30-0964184 501(C)(6) 6,000       SEE PART IV
(177) GREATER ENGLEWOOD COMMUNITY DEVELOPMENT CORPORATION
815 W 63RD STREET 4TH FLOOR
CHICAGO,IL60621
77-0627605 501(C)(3) 6,000       SEE PART IV
(178) GREATER GREENVILLE HOUSING & REVITALIZATION ASSOCIATION INC
503 WASHINGTON AVENUE
GREENVILLE,MS387013619
64-0814978 501(C)(3) 65,515       SEE PART IV
(179) GREATER INDIANAPOLIS CHAMBER OF COMMERCE
111 MONUMENT CIRCLE SUITE 1950
INDIANAPOLIS,IN46204
35-0412920 501(C)(6) 25,000       SEE PART IV
(180) GROUNDWORK INDY INC
1107 BURDSAL PARKWAY
INDIANAPOLIS,IN46208
47-3863928 501(C)(3) 12,500       SEE PART IV
(181) GROUNDWORK JACKSONVILLE INC
PO BOX 13295
JACKSONVILLE,FL32206
47-2342111 501(C)(3) 50,600       SEE PART IV
(182) GROW GREATER ENGLEWOOD
6620 S UNION AVENUE
CHICAGO,IL60621
47-2755538 501(C)(3) 6,000       SEE PART IV
(183) GROWING HOME INC
2732 NORTH CLARK SUITE 310
CHICAGO,IL60614
36-3989426 501(C)(3) 6,500       SEE PART IV
(184) GUADALUPE CENTERS INC
1015 AVENIDA CESAR E CHAVEZ
KANSAS CITY,MO64108
44-0610781 501(C)(3) 56,000       SEE PART IV
(185) HABITAT FOR HUMANITY BUFFALO INC
1675 SOUTH PARK AVENUE
BUFFALO,NY14220
22-2746890 501(C)(3) 170,000       SEE PART IV
(186) HABITAT FOR HUMANITY PHILADELPHIA INC
1829 N 19TH STREET
PHILADELPHIA,PA19121
42-1580163 501(C)(3) 31,375       SEE PART IV
(187) HAMILTON COMMUNITY HEALTH NETWORK INC
225 E FIFTH STREET SUITE 300
FLINT,MI48502
38-2406558 501(C)(3) 25,000       SEE PART IV
(188) HANDS ON HARTFORD INC
55 BARTHOLOMEW AVENUE
HARTFORD,CT06106
06-0861268 501(C)(3) 25,000       SEE PART IV
(189) HANNS & ERVING L3 C
7914 SOUTH GREEN STREET
CHICAGO,IL60620
81-2757676   10,757       SEE PART IV
(190) HARTFORD COMMUNITY LOAN FUND INC
215 GARDEN STREET
HARTFORD,CT06105
06-1423598 501(C)(3) 15,000       SEE PART IV
(191) HAWAIIAN COMMUNITY ASSETS INC
200 N VINEYARD BLVD SUITE A300
HONOLULU,HI96817
99-0348767 501(C)(3) 115,000       SEE PART IV
(192) HEALTHY SCHOOLS CAMPAIGN
175 N FRANKLIN STREET SUITE 300
CHICAGO,IL60606
36-4308068 501(C)(3) 15,000       SEE PART IV
(193) HEART OF THE CITY NEIGHBORHOODS INC
191 NORTH STREET SUITE 1
BUFFALO,NY142011528
16-1544656 501(C)(3) 40,000       SEE PART IV
(194) HELPING OVERCOME POVERTY'S EXISTENCE INC
PO BOX 743 680 W MAIN STREET
WYTHEVILLE,VA24382
54-1630342 501(C)(3) 36,000       SEE PART IV
(195) HIGHLAND COMMUNITY BUILDERS INC
PO BOX 1579
ELKINS,WV262411579
20-3583045 501(C)(3) 30,165       SEE PART IV
(196) HIGHLINE SCHOOL DISTRICT #401
15675 AMBAUM BLVD SW
BURIEN,WA98166
91-6001631 GOVERNMENT 250,000       SEE PART IV
(197) HILL COMMUNITY DEVELOPMENT CORPORATION
2015-17 CENTRE AVENUE 2ND FLOOR
PITTSBURGH,PA15219
25-1541548 501(C)(3) 130,000       SEE PART IV
(198) HILLTOWN COMMUNITY DEVELOPMENT CORPORATION
387 MAIN ROAD PO BOX 17
CHESTERFIELD,MA01012
04-2741009 501(C)(3) 36,450       SEE PART IV
(199) HISPANIC ASSOCIATION OF CONTRACTORS AND ENTERPRISES
167 WEST ALLEGHENY AVENUE SUITE 200
200
PHILADELPHIA,PA191405846
23-2142317 501(C)(3) 55,000       SEE PART IV
(200) HISTORIC KING DRIVE BUSINESS IMPROVEMENT DISTRICT NO 8
2745 N MARTIN LUTHER KING JR DRIVE
SUITE 206
MILWAUKEE,WI53212
39-1793097 GOVERNMENT 10,500       SEE PART IV
(201) HOLLYWOOD COMMUNITY HOUSING CORPORATION
5020 SANTA MONICA BLVD
LOS ANGELES,CA90029
95-4198215 501(C)(3) 40,000       SEE PART IV
(202) HOMESTEAD AFFORDABLE HOUSING INC
603 PENNSYLVANIA
HOLTON,KS66436
48-1206434 501(C)(3) 35,500       SEE PART IV
(203) HOMESTEAD COMMUNITY DEVELOPMENT CORPORATION
PO BOX 646
ANAHOLA,HI96703
27-2012662 501(C)(3) 25,705       SEE PART IV
(204) HOPE COMMUNITY INC (MN)
611 E FRANKLIN AVENUE
MINNEAPOLIS,MN554042862
41-1292817 501(C)(3) 15,000       SEE PART IV
(205) HOPE COMMUNITY INC (NY)
174 E 104TH STREET
NEW YORK,NY100294916
23-7013134 501(C)(3) 31,800       SEE PART IV
(206) HOPE PARTNERSHIP INC
191 MAIN STREET
OLD SAYBROOK,CT06475
20-1683627 501(C)(3) 37,045       SEE PART IV
(207) HOUSEABOUTIT INC
PO BOX 4342
LITTLE ROCK,AR722144342
56-2514622 501(C)(3) 7,000       SEE PART IV
(208) HOUSTON AREA URBAN COMMUNITY DEVELOPMENT CORPORATION
5330 GRIGGS ROAD SUITE A113
HOUSTON,TX77021
26-4482725 501(C)(3) 50,000       SEE PART IV
(209) HOUSTON HABITAT FOR HUMANITY INC
3750 N MCCARTY STREET
HOUSTON,TX77029
76-0207084 501(C)(3) 7,853,500       SEE PART IV
(210) HUMAN RESOURCES DEVELOPMENT COUNCIL OF DISTRICT IX INC
32 S TRACY AVENUE
BOZEMAN,MT597154659
81-0350886 501(C)(3) 19,330       SEE PART IV
(211) HUNTING PARK NACCRC
3760 N DELHI STREET
PHILADELPHIA,PA19140
23-2144436 501(C)(3) 7,000       SEE PART IV
(212) IMAGINE ENGLEWOOD IF
730 W 69TH STREET
CHICAGO,IL60621
30-0089837 501(C)(3) 6,000       SEE PART IV
(213) IMPACT SERVICES CORPORATION
1952 E ALLEGHENY AVENUE
PHILADELPHIA,PA19134
23-2087348 501(C)(3) 17,500       SEE PART IV
(214) INCLUSIVE ACTION FOR THE CITY
553 S CLARENCE STREET
LOS ANGELES,CA90033
27-0584116 501(C)(3) 31,000       SEE PART IV
(215) INDIANA ASSOCIATION FOR COMMUNITY ECONOMIC DEVELOPMENT
1099 N MERIDIAN STREET SUITE 170
INDIANAPOLIS,IN46204
35-1695379 501(C)(3) 8,200       SEE PART IV
(216) INDIANA UNIVERSITY
OFFICE OF COMMUNITY ENGAGEMENT 777
INDIANA AVENUE SUITE 200
INDIANAPOLIS,IN46202
35-6001673 501(C)(3) 25,000       SEE PART IV
(217) INDIGENOUS ROOTS
788 E 7TH STREET
SAINT PAUL,MN55106
47-4492457 501(C)(3) 25,000       SEE PART IV
(218) INQUILINOS BORICUAS EN ACCION INC
405 SHAWMUT AVENUE
BOSTON,MA021182029
23-7090081 501(C)(3) 25,000       SEE PART IV
(219) INSPIRITUS INC
230 PEACHTREE STREET NW SUITE 1100
ATLANTA,GA30303
58-1535692 501(C)(3) 120,000       SEE PART IV
(220) INSTITUTO DEL PROGRESO LATINO
2520 S WESTERN AVENUE
CHICAGO,IL606084809
36-2937375 501(C)(3) 228,123       SEE PART IV
(221) INTERFAITH HOUSING SERVICES INC
PO BOX 1987
HUTCHINSON,KS67504
48-1099496 501(C)(3) 49,345       SEE PART IV
(222) INTERNATIONAL INSTITUTE OF MINNESOTA
1694 COMO AVENUE
ST PAUL,MN55108
41-0693912 501(C)(3) 70,000       SEE PART IV
(223) INTERNATIONAL RESCUE COMMITTEE INC
122 EAST 42ND STREET
NEW YORK,NY101681289
13-5660870 501(C)(3) 218,247       SEE PART IV
(224) IRONBOUND COMMUNITY CORPORATION
317 ELM STREET
NEWARK,NJ071052601
22-1916086 501(C)(3) 274,084       SEE PART IV
(225) IRVINGTON DEVELOPMENT ORGANIZATION
5855 E WASHINGTON STREET SUITE 100
INDIANAPOLIS,IN46219
76-0716202 501(C)(3) 19,950       SEE PART IV
(226) IVANHOE NEIGHBORHOOD COUNCIL
3700 WOODLAND
KANSAS CITY,MO641092761
43-1843831 501(C)(3) 50,000       SEE PART IV
(227) JANE ADDAMS RESOURCE CORPORATION
4432 N RAVENSWOOD AVENUE
CHICAGO,IL606405803
36-3682559 501(C)(3) 245,268       SEE PART IV
(228) JEWISH VOCATIONAL SERVICE INC
29 WINTER STREET 5TH FLOOR
BOSTON,MA021084799
04-2104357 501(C)(3) 237,500       SEE PART IV
(229) JOHN H BONER COMMUNITY CENTER INC
2236 EAST TENTH STREET
INDIANAPOLIS,IN462012006
23-7204495 501(C)(3) 232,724       SEE PART IV
(230) JOINT SCHOOL DISTRICT NO 28-J OF THE COUNTIES OF ADAMS AND ARAPAHOE COLORA
15701 EAST 1ST AVENUE SUITE 106
AURORA,CO80011
84-6000870 GOVERNMENT 250,000       SEE PART IV
(231) JUBILEE HOUSING INC
1640 COLUMBIA ROAD NW 2ND FLOOR
WASHINGTON,DC20009
52-0986261 501(C)(3) 50,000       SEE PART IV
(232) JUSTINE PETERSEN HOUSING & REINVESTMENT CORPORATION
1023 N GRAND BLVD
ST LOUIS,MO631061641
43-1769074   60,000       SEE PART IV
(233) JUXTAPOSITION INC
2007 EMERSON AVENUE N
MINNEAPOLIS,MN55411
41-1851915 501(C)(3) 5,402       SEE PART IV
(234) KALAMAZOO COUNTY COMMUNITY MENTAL HEALTH AUTHORITY
2030 PORTAGE STREET
KALAMAZOO,MI49001
38-3313413 GOVERNMENT 9,000       SEE PART IV
(235) KALAMAZOO COUNTY GOVERNMENT
201 WEST KALAMAZOO AVENUE
KALAMAZOO,MI49007
38-6004860 GOVERNMENT 40,000       SEE PART IV
(236) KALAMAZOO COUNTY LAND BANK AUTHORITY
1523 RIVERVIEW DRIVE SUITE A
KALAMAZOO,MI490041057
27-0721363 GOVERNMENT 230,000       SEE PART IV
(237) KALAMAZOO GOSPEL MISSION
448 N BURDICK STREET
KALAMAZOO,MI49007
38-1877515 501(C)(3) 10,000       SEE PART IV
(238) KALAMAZOO NEIGHBORHOOD HOUSING SERVICES INC
802 SOUTH WESTNEDGE AVENUE
KALAMAZOO,MI490081162
38-2391442 501(C)(3) 329,000       SEE PART IV
(239) KALAMAZOO PROBATION ENHANCEMENT PROGRAM
519 S PARK STREET
KALAMAZOO,MI49007
38-2340760 501(C)(3) 90,000       SEE PART IV
(240) KALAMAZOO VALLEY COMMUNITY COLLEGE
6767 W O AVENUE PO BOX 4070
KALAMAZOO,MI490034070
38-1850178 GOVERNMENT 60,000       SEE PART IV
(241) KALAMAZOO VALLEY HABITAT FOR HUMANITY INC
1126 GULL ROAD
KALAMAZOO,MI49048
38-2558965 501(C)(3) 188,000       SEE PART IV
(242) KAREN ORGANIZATION OF SAN DIEGO
5354 UNIVERSITY AVENUE SUITE 1
SAN DIEGO,CA92105
27-2917644   5,078       SEE PART IV
(243) KENTUCKY HIGHLANDS COMMUNITY DEVELOPMENT CORPORATION
PO BOX 1738
LONDON,KY407431783
61-1253192 501(C)(3) 30,395       SEE PART IV
(244) KINGSPORT HOUSING & REDEVELOPMENT AUTHORITY
906 E SEVIER
KINGSPORT,TN37760
62-6001581 GOVERNMENT 10,300       SEE PART IV
(245) KIPP COOPER NORCROSS
60 PARK PLACE SUITE 802
NEWARK,NJ07102
45-5040456 501(C)(3) 250,000       SEE PART IV
(246) KOUNKUEY DESIGN INITIATIVE INC
309 EAST 8TH STREET 205
LOS ANGELES,CA90014
90-0599471 501(C)(3) 75,000       SEE PART IV
(247) LA CASA DE DON PEDRO
75 PARK AVENUE
NEWARK,NJ071041099
23-7249368 501(C)(3) 24,725       SEE PART IV
(248) LA COCINA INC
2948 FOLSOM STREET
SAN FRANCISCO,CA94110
59-3838549 501(C)(3) 25,000       SEE PART IV
(249) LA FAMILY HOUSING CORPORATION
7843 LANKERSHIM BOULEVARD
NORTH HOLLYWOOD,CA916052523
95-3920560 501(C)(3) 50,000       SEE PART IV
(250) LA GRANGE PARK LITTLE LEAGUE INC
705 N CATHERINE
LA GRANGE PARK,IL60526
51-0179287 501(C)(3) 25,000       SEE PART IV
(251) LACONIA AREA COMMUNITY LAND TRUST INC
658 UNION AVENUE
LACONIA,NH032462549
02-0426348 501(C)(3) 15,895       SEE PART IV
(252) LA-MAS INC
2806 CLEARWATER STREET
LOS ANGELES,CA90039
38-3886677 501(C)(3) 32,500       SEE PART IV
(253) LAND BANK OF INDIANAPOLIS
202 E MARKET STREET
INDIANAPOLIS,IN46204
80-0619587 501(C)(3) 45,000       SEE PART IV
(254) LAND REUTILIZATION CORPORATION OF THE CAPITAL REGION
433 STATE STREET 4TH FLOOR
SCHENECTADY,NY12305
46-0775590 501(C)(3) 15,000       SEE PART IV
(255) LATANYA & THE YOUTH OF ENGLEWOOD
1622 W 82ND STREET
CHICAGO,IL60620
47-1440171 501(C)(3) 6,000       SEE PART IV
(256) LATIN AMERICAN YOUTH CENTER INC
1419 COLUMBIA ROAD NW
WASHINGTON,DC20009
52-1023074 501(C)(3) 25,000       SEE PART IV
(257) LATINO YOUTH COLLECTIVE OF INDIANA INC
1064 W 36TH STREET
INDIANAPOLIS,IN46208
46-3659370 501(C)(3) 7,500       SEE PART IV
(258) LAWNDALE CHRISTIAN DEVELOPMENT CORPORATION
3843 WEST OGDEN AVENUE
CHICAGO,IL60623
36-3573036 501(C)(3) 6,300       SEE PART IV
(259) LAWRENCE COMMUNITY WORKS INC
168 NEWBURY STREET
LAWRENCE,MA01841
04-2982308 501(C)(3) 50,000       SEE PART IV
(260) LAYTON BLVD WEST NEIGHBORS INC
1545 S LAYTON BLVD SUITE 506
MILWAUKEE,WI532151924
39-1817581 501(C)(3) 6,000       SEE PART IV
(261) LIFELONG MEDICAL CARE
PO BOX 11247
BERKELEY,CA947122247
94-2502308 501(C)(3) 8,500       SEE PART IV
(262) LINC HOUSING CORPORATION
3590 ELM AVENUE
LONG BEACH,CA90802
33-0578620 501(C)(3) 27,250       SEE PART IV
(263) LOCAL FIRST ARIZONA FOUNDATION
407 E ROOSEVELT STREET
PHOENIX,AZ85004
26-1657951 501(C)(3) 6,476       SEE PART IV
(264) LOGAN SQUARE NEIGHBORHOOD ASSOCIATION
2840 N MILWAUKEE AVENUE
CHICAGO,IL606187401
36-2638491 501(C)(3) 120,125       SEE PART IV
(265) LOS ANGELES NEIGHBORHOOD LAND TRUST
1541 WILSHIRE BLVD SUITE 400
LOS ANGELES,CA90017
38-3687836 501(C)(3) 10,000       SEE PART IV
(266) LTSC COMMUNITY DEVELOPMENT CORPORATION
231 E THIRD STREET SUITE G106
LOS ANGELES,CA900131493
95-4444102 501(C)(3) 30,000       SEE PART IV
(267) LUCAS COUNTY LAND REUTILIZATION CORPORATION
ONE GOVERNMENT CENTER SUITE 580
TOLEDO,OH43604
27-3629072 GOVERNMENT 30,500       SEE PART IV
(268) LUTHERAN SOCIAL SERVICE OF MINNESOTA
424 W SUPERIOR STREET SUITE 204
DULUTH,MN558021542
41-0872993 501(C)(3) 70,000       SEE PART IV
(269) LUTHERAN SOCIAL SERVICES HOUSING
3911 20TH AVENUE S
FARGO,ND58103
26-2358686 501(C)(3) 36,000       SEE PART IV
(270) LUTHERAN SOCIAL SERVICES OF NORTHEAST FLORIDA
4615 PHILIPS HIGHWAY
JACKSONVILLE,FL32207
59-1965600 501(C)(3) 15,203       SEE PART IV
(271) LUTHERAN SOCIAL SERVICES OF NORTHWESTERN OHIO
2149 COLLINGWOOD BLVD
TOLEDO,OH43620
34-4428225 501(C)(3) 311,143       SEE PART IV
(272) LYDIA'S HOUSE INC
2005 MILLS AVENUE
CINCINNATI,OH45212
80-0832277 501(C)(3) 51,500       SEE PART IV
(273) MACON RIDGE COMMUNITY DEVELOPMENT CORPORATION
1600 3RD STREET
FERRIDAY,LA713341793
72-1332049 501(C)(3) 5,416       SEE PART IV
(274) MADISONVILLE COMMUNITY URBAN REDEVELOPMENT CORPORATION
5906 MADISON ROAD
CINCINNATI,OH45227
51-0178908 501(C)(3) 165,500       SEE PART IV
(275) MAKE ROOM INC
8401 COLESVILLE ROAD SUITE 300
SILVER SPRING,MD20910
81-4676815 501(C)(3) 20,000       SEE PART IV
(276) MAKE THE WORLD BETTER FOUNDATION INC
227 W THOMPSON STREET UNIT A
PHILADELPHIA,PA19122
46-0860594 501(C)(3) 35,000       SEE PART IV
(277) MAMA REES CHILD DEVELOPMENT CENTER LLC
4501 L WILLIAMSBURG ROAD
HENRICO,VA23231
90-0822579   10,000       SEE PART IV
(278) MAPLETON-FALL CREEK DEVELOPMENT CORPORATION
130 EAST 30TH ST
INDIANAPOLIS,IN46205
35-1654999 501(C)(3) 27,500       SEE PART IV
(279) MARTIN LUTHER KING ECONOMIC DEVELOPMENT CORPORATION
2745 N DR MARTIN LUTHER KING DRIVE
MILWAUKEE,WI53212
39-1809548 501(C)(3) 50,000       SEE PART IV
(280) MARY RIGG NEIGHBORHOOD CENTER
1920 WEST MORRIS STREET
INDIANAPOLIS,IN462211540
35-0868954 501(C)(3) 75,000       SEE PART IV
(281) MASSACHUSETTS ASSOCIATION OF COMMUNITY DEVELOPMENT CORPORATIONS
15 COURT SQUARE SUITE 600
BOSTON,MA021082533
04-2759909 501(C)(3) 52,500       SEE PART IV
(282) MATTIE RHODES MEMORIAL SOCIETY
1740 JEFFERSON STREET
KANSAS CITY,MO641081104
44-0546343 501(C)(3) 122,358       SEE PART IV
(283) MEDIA ARTS CENTER SAN DIEGO
2921 EL CAJON BLVD
SAN DIEGO,CA921041204
33-0871577 501(C)(3) 12,000       SEE PART IV
(284) MERCY HOUSING AND HUMAN DEVELOPMENT INC
1135 FORD STREET
GULFPORT,MS395072808
72-1354070 501(C)(3) 17,130       SEE PART IV
(285) MERCY HOUSING SOUTHEAST
1999 BROADWAY SUITE 1000
DENVER,CO80202
56-1993872 501(C)(3) 100,625       SEE PART IV
(286) METROPOLITAN AREA ADVISORY COMMITTEE
1355 THIRD AVENUE
CHULA VISTA,CA919114302
95-2457354 501(C)(3) 50,000       SEE PART IV
(287) METROPOLITAN CONSORTIUM OF COMMUNITY DEVELOPERS
3137 CHICAGO AVENUE S
MINNEAPOLIS,MN55407
41-1658654 501(C)(3) 7,000       SEE PART IV
(288) METROPOLITAN FAMILY SERVICES
1 NORTH DEARBORN
CHICAGO,IL606024331
36-2167940 501(C)(3) 141,235       SEE PART IV
(289) METROPOLITAN LUTHERAN MINISTRY
3031 HOLMES STREET
KANSAS CITY,MO64109
43-0970991 501(C)(3) 119,649       SEE PART IV
(290) MEXICAN AMERICAN UNITY COUNCIL INC
2300 W COMMERCE STREET SUITE 200
SAN ANTONIO,TX78207
74-6088061 501(C)(3) 32,000       SEE PART IV
(291) MI CASA (MY HOUSE) INC
6230 3RD STREET NW SUITE 2
WASHINGTON,DC200111334
52-1796840 501(C)(3) 25,000       SEE PART IV
(292) MID CENTRAL COMMUNITY ACTION INC
1301 W WASHINGTON STREET
BLOOMINGTON,IL61701
37-0903245 501(C)(3) 106,000       SEE PART IV
(293) MIDTOWN INDIANAPOLIS INC
3965 N MERIDIAN STREET SUITE G
INDIANAPOLIS,IN46208
80-0228952 501(C)(3) 90,799       SEE PART IV
(294) MILWAUKEE BOARD OF SCHOOL DIRECTORS
5225 W VLIET STREET PO BOX 2181
MILWAUKEE,WI532012181
39-6003457 GOVERNMENT 250,000       SEE PART IV
(295) MILWAUKEE COMMUNITY BUSINESS COLLABORATIVE INC
2821 N 4TH STREET SUITE 300
MILWAUKEE,WI53212
46-3689224 501(C)(3) 46,582       SEE PART IV
(296) MILWAUKEE URBAN LEAGUE
435 W NORTH AVENUE
MILWAUKEE,WI53212
39-0826861 501(C)(3) 90,000       SEE PART IV
(297) MISSISSIPPI ACTION FOR COMMUNITY EDUCATION
119 SOUTH THEOBALD STREET
GREENVILLE,MS387014161
64-0465680 501(C)(3) 108,451       SEE PART IV
(298) MISSISSIPPI COUNTY ARKANSAS ECONOMIC OPPORTUNITY COMMISSION
PO BOX 1289
BLYTHEVILLE,AR723161289
71-0386409 501(C)(3) 47,835       SEE PART IV
(299) MOTHERS OF HOPE
603 ADA STREET
KALAMAZOO,MI49007
27-0228453 501(C)(3) 13,000       SEE PART IV
(300) MOTLANI UNLIMITED CORP
2348 RAMSHEAD COURT
WAUKESHA,WI53188
39-1928282   8,287       SEE PART IV
(301) MOUNT AIRY USA
6703 GERMANTOWN AVENUE SUITE 200
PHILADELPHIA,PA191192109
22-2526396 501(C)(3) 50,000       SEE PART IV
(302) MOUNT VERNON MANOR INC
631 N 39TH STREET
PHILADELPHIA,PA19104
23-2037301 501(C)(3) 26,214       SEE PART IV
(303) MT CARMEL GARDENS
5732 RACE STREET
PHILADELPHIA,PA19139
23-2037803 501(C)(3) 10,000       SEE PART IV
(304) MUTUAL HOUSING ASSOCIATION OF GREATER HARTFORD
95 NILES STREET
HARTFORD,CT061052305
22-2925052 501(C)(3) 182,626       SEE PART IV
(305) MUTUAL HOUSING CALIFORNIA
8001 FRUITRIDGE ROAD SUITE A
SACRAMENTO,CA958206759
94-3093354 501(C)(3) 36,996       SEE PART IV
(306) MY CONNECT COMMUNITY
6700 BELLAIRE BLVD
HOUSTON,TX77074
81-1424233 501(C)(3) 28,340       SEE PART IV
(307) NATIONAL BUILDING MUSEUM
401 F STREET NW
WASHINGTON,DC20001
52-1050999 501(C)(3) 6,000       SEE PART IV
(308) NATIONAL COALITION FOR HOMELESS VETERANS
1730 M STREET NW SUITE 705
WASHINGTON,DC20003
52-1826860 501(C)(3) 30,000       SEE PART IV
(309) NATIONAL COALTION FOR ASIAN PACIFIC AMERICAN COMMUNITY DEVELOPMENT
1628 16TH STREET NW 4TH FLOOR
WASHINGTON,DC20009
91-2121566 501(C)(3) 7,500       SEE PART IV
(310) NATIONAL EQUITY FUND
10 S RIVERSIDE PLAZA SUITE 1700
CHICAGO,IL60606
36-3490231 501(C)(4) 55,000       SEE PART IV
(311) NE SOUTH DAKOTA COMMUNITY ACTION PROGRAM INC
104 ASH STREET EAST
SISSETON,SD572621908
46-0282100 501(C)(3) 29,010       SEE PART IV
(312) NEAR EAST AREA RENEWAL INC
2807 EAST 10TH STREET
INDIANAPOLIS,IN46201
20-0146547 501(C)(3) 61,187       SEE PART IV
(313) NEAR NORTH DEVELOPMENT CORPORATION
1630 N MERIDIAN STREET SUITE 1110
INDIANAPOLIS,IN46202
35-1427889 501(C)(3) 21,500       SEE PART IV
(314) NEAR WEST SIDE COMMUNITY DEVELOPMENT CORPORATION
216 SOUTH HOYNE AVENUE
CHICAGO,IL606123009
36-3607203 501(C)(3) 7,000       SEE PART IV
(315) NEIGHBORHOOD HOUSING SERVICES OF CHICAGO INC
1279 N MILWAUKEE AVENUE 4TH FLOOR
CHICAGO,IL606224527
23-7443009 501(C)(3) 135,000       SEE PART IV
(316) NEIGHBORHOOD HOUSING SERVICES OF NEW BRITAIN INC
223 BROAD STREET
NEW BRITAIN,CT060534107
06-1006312 501(C)(3) 30,000       SEE PART IV
(317) NEIGHBORHOOD HOUSING SERVICES OF TOLEDO INC
704 2ND STREET
TOLEDO,OH436052113
34-1230687 501(C)(3) 530,040       SEE PART IV
(318) NEIGHBORHOOD NONPROFIT HOUSING CORPORATION
195 WEST GOLF COURSE ROAD SUITE 1
LOGAN,UT843216081
87-0559307 501(C)(3) 37,000       SEE PART IV
(319) NEIGHBORHOOD RECOVERY COMMUNITY DEVELOPMENT CORPORATION
5445 ALMEDA ROAD SUITE 505
HOUSTON,TX770047434
76-0377117 501(C)(3) 126,935       SEE PART IV
(320) NEIGHBORHOOD RESOURCE CENTER INC
1519 WILLIAMSBURG ROAD
RICHMOND,VA232311538
33-1024355 501(C)(3) 35,000       SEE PART IV
(321) NEW COMMUNITY CORPORATION
233 WEST MARKET STREET
NEWARK,NJ07103
22-1911104 501(C)(3) 177,000       SEE PART IV
(322) NEW COVENANT COMMUNITY DEVELOPMENT CORPORATION
3936 W ROOSEVELT ROAD 2ND FLOOR
CHICAGO,IL60624
80-0797774 501(C)(3) 100,295       SEE PART IV
(323) NEW KENSINGTON COMMUNITY DEVELOPMENT CORPORATION
2515 FRANKFORD AVENUE
PHILADELPHIA,PA191251111
22-2610536 501(C)(3) 50,000       SEE PART IV
(324) NEW LIFE CENTERS OF CHICAGOLAND NFP
4101 W 51ST STREET
CHICAGO,IL60632
20-2380358 501(C)(3) 13,500       SEE PART IV
(325) NEWPORT COUNTY WOMEN'S RESOURCE CENTER
114 TOURO STREET
NEWPORT,RI02840
05-0381031 501(C)(3) 5,950       SEE PART IV
(326) NEWTOWN COMMUNITY DEVELOPMENT CORPORATION
511 WEST UNIVERSITY DRIVE 4
TEMPE,AZ852815584
86-0793043 501(C)(3) 75,000       SEE PART IV
(327) NEWVUE COMMUNITIES INC
470 MAIN STREET
FITCHBURG,MA01420
04-2690210 501(C)(3) 50,000       SEE PART IV
(328) NOAH ARC COMMUNITY DEVELOPMENT CORPORATION INC
420 WALNUT STREET
MINDEN,LA71055
45-4736399 501(C)(3) 5,513       SEE PART IV
(329) NORTH AVENUE MARKETPLACE BUSINESS IMPROVEMENT DISTRICT 32
2027 W FOND DU LAC AVENUE SUITE 100
100
MILWAUKEE,WI53205
27-2637413 GOVERNMENT 9,800       SEE PART IV
(330) NORTH EAST COMMUNITY ACTION CORPORATION
PO BOX 470
BOWLING GREEN,MO633346470
43-1017571 501(C)(3) 14,195       SEE PART IV
(331) NORTH FLORIDA EDUCATIONAL DEVELOPMENT CORPORATION
PO BOX 550
GRETNA,FL323320550
59-2801357 501(C)(3) 17,830       SEE PART IV
(332) NORTH LAWNDALE EMPLOYMENT NETWORK
3726 W FLOURNOY STREET
CHICAGO,IL60624
36-4295189 501(C)(3) 283,450       SEE PART IV
(333) NORTHEAST ENTREPRENEUR FUND INC
202 WEST SUPERIOR STREET SUITE 311
DULUTH,MN558021971
36-3566632 501(C)(3) 32,500       SEE PART IV
(334) NORTHEAST FLORIDA COMMUNITY ACTION AGENCY INC
4070 BOULEVARD CENTER DRIVE 4500
BUILDING SUITE 200
JACKSONVILLE,FL32207
59-1090517   40,000       SEE PART IV
(335) NORTHERN CAMBRIA CDC
4200 CRAWFORD AVENUE SUITE 200
NORTHERN CAMBRIA,PA157141370
25-1534235 501(C)(3) 26,660       SEE PART IV
(336) NORTHPOINT HEALTH & WELLNESS CENTER INC
1315 PENN AVENUE NORTH
MINNEAPOLIS,MN55411
20-0898277 501(C)(3) 55,000       SEE PART IV
(337) NORTHSHORE HOUSING INITIATIVE INC
769 ROBERT BLVD SUITE 201C
SLIDELL,LA70458
10-0131835 501(C)(3) 5,560       SEE PART IV
(338) NORTHSIDE ASSOCIATION FOR COMMUNITY DEVELOPMENT
612 NORTH PARK STREET
KALAMAZOO,MI49007
38-2536811 501(C)(3) 60,000       SEE PART IV
(339) NORTHSIDE ECONOMIC OPPORTUNITY NETWORK (NEON)
1007 W BROADWAY AVENUE
MINNEAPOLIS,MN55411
80-0163521 501(C)(3) 45,000       SEE PART IV
(340) NORTHSIDE INSTITUTIONS NEIGHBORHOOD ALLIANCE INC
20 SARGEANT STREET
HARTFORD,CT061051326
22-3887275 501(C)(3) 58,824       SEE PART IV
(341) NORTHWEST JACKSONVILLE CDC
3416 MONCRIEF ROAD SUITE 200
JACKSONVILLE,FL322094038
31-1809770 501(C)(3) 223,112       SEE PART IV
(342) NORTHWEST MONTANA HUMAN RESOURCES
214 MAIN STREET
KALISPELL,MT599014454
81-0366018 501(C)(3) 17,500       SEE PART IV
(343) NORTHWEST SIDE HOUSING CENTER
5233 W DIVERSEY AVENUE
CHICAGO,IL606391501
20-1413891 501(C)(3) 7,500       SEE PART IV
(344) NORTHWEST STATE COMMUNITY COLLEGE
22600 STATE ROUTE 34
ARCHBOLD,OH43502
34-1003685 GOVERNMENT 50,000       SEE PART IV
(345) NOVA WORKFORCE INSTITUTE OF NORTHEAST LOUISIANA INC
1900 N 18TH STREET SUITE 201
MONROE,LA71201
30-0462723 501(C)(3) 57,000       SEE PART IV
(346) NUESTRA COMUNIDAD DEVELOPMENT CORPORATION
56 WARREN STREET SUITE 200
ROXBURY,MA021193236
04-2741543 501(C)(3) 25,500       SEE PART IV
(347) OAKLAND COMMUNITY LAND TRUST
101 BROADWAY SUITE 205
OAKLAND,CA94607
32-0285788 501(C)(3) 20,000       SEE PART IV
(348) OCEAN BAY COMMUNITY DEVELOPMENT CORPORATION
434 BEACH 54TH STREET
ARVERNE,NY116921550
84-1622031 501(C)(3) 25,000       SEE PART IV
(349) OLD SKOOL CAFE
1429 MENDELL STREET
SAN FRANCISCO,CA94124
20-3913900   75,000       SEE PART IV
(350) OLNEYVILLE HOUSING CORPORATION
66 CHAFFEE STREET
PROVIDENCE,RI02909
22-3010422 501(C)(3) 140,000       SEE PART IV
(351) ONE ROOF COMMUNITY HOUSING
12 E 4TH STREET SUITE 201
DULUTH,MN558053895
41-1678328 501(C)(3) 70,350       SEE PART IV
(352) OPAL COMMUNITY LAND TRUST
PO BOX 1133
EASTSOUND,WA98245
94-3116010 501(C)(3) 52,895       SEE PART IV
(353) OPEN DOORS KALAMAZOO
PO BOX 50102
KALAMAZOO,MI490050102
23-7088427 501(C)(3) 50,000       SEE PART IV
(354) OPERATION NEW HOPE INC
1830 NORTH MAIN STREET
JACKSONVILLE,FL322063775
59-3590360 501(C)(3) 60,339       SEE PART IV
(355) OZARK ACTION INC
710 EAST MAIN STREET
WEST PLAINS,MO657753307
43-0838508 501(C)(3) 15,980       SEE PART IV
(356) PANGEA WORLD THEATER
711 WEST LAKE STREET SUITE 101
MINNEAPOLIS,MN55408
41-1854164 501(C)(3) 27,500       SEE PART IV
(357) PARKS & PEOPLE FOUNDATION INC
2100 LIBERTY HEIGHTS AVENUE
BALTIMORE,MD21217
52-1349346 501(C)(3) 10,000       SEE PART IV
(358) PATHFINDER SERVICES INC
PO BOX 1001
HUNTINGTON,IN46750
35-1122311 501(C)(3) 16,100       SEE PART IV
(359) PATHWAYS - VA INC
1200 WEST WASHINGTON STREET
PETERSBURG,VA238033923
54-1868900 501(C)(3) 78,805       SEE PART IV
(360) PAWTUCKET CENTRAL FALLS DEVELOPMENT CORPORATION
204 BROAD STREET
PAWTUCKET,RI028603775
22-3241611 501(C)(3) 75,000       SEE PART IV
(361) PEARL RIVER VALLEY OPPORTUNITY INC
PO BOX 188
COLUMBIA,MS394290188
64-0433756 501(C)(3) 9,000       SEE PART IV
(362) PEOPLE INCORPORATED OF VIRGINIA
1173 WEST MAIN STREET
ABINGDON,VA24210
54-0763686 501(C)(3) 8,130       SEE PART IV
(363) PEOPLE UNITED FOR SUSTAINABLE HOUSING
271 GRANT STREET
BUFFALO,NY142131420
20-3558447 501(C)(3) 90,000       SEE PART IV
(364) PEOPLE'S EMERGENCY CENTER COMMUNITY DEVELOPMENT CORPORATION
325 N 39TH STREET
PHILADELPHIA,PA191044656
23-2687223 501(C)(3) 52,500       SEE PART IV
(365) PEOPLE'S ORGANIZATION FOR SOCIAL EQUALITY INC
2727 GADSDEN STREET
KENNER,LA70062
72-1209712 501(C)(3) 5,338       SEE PART IV
(366) PEORIA CITIZEN'S COMMITTEE FOR ECONOMIC OPPORTUNITY INC
711 W MCBEAN STREET
PEORIA,IL61605
37-6058636 501(C)(3) 15,000       SEE PART IV
(367) PEORIA FRIENDSHIP HOUSE OF CHRISTIAN SERVICE
800 NE MADISON AVENUE
PEORIA,IL606033951
37-0799752 501(C)(3) 25,000       SEE PART IV
(368) PHILADELPHIA HOSPITAL & HEALTHCARE DISTRICT 1199C TRAINING & UPGRADING FUND
100 S BROAD STREET 10TH FLOOR
PHILADELPHIA,PA19110
23-7418594 501(C)(3) 206,208       SEE PART IV
(369) PHILADELPHIA PARKS ALLIANCE
5070 PARKSIDE AVENUE 3500A
PHILADELPHIA,PA19131
23-2250610 501(C)(3) 6,000       SEE PART IV
(370) PHOENIX REVITALIZATION CORPORATION
1122 E BUCKEYE ROAD SUITE A1/MAILBO
4
PHOENIX,AZ85034
86-0663748 501(C)(3) 25,000       SEE PART IV
(371) PITTSBURGH PARTNERSHIP FOR NEIGHBORHOOD DEVELOPMENT
225 ROSS STREET SUITE 202
PITTSBURGH,PA152197807
25-1578436 501(C)(3) 30,000       SEE PART IV
(372) PLACE
100 PORTLAND AVENUE SOUTH SUITE 100
100
MINNEAPOLIS,MN55401
20-4361698 501(C)(3) 17,500       SEE PART IV
(373) PRAIRIELAND COUNCIL INC
201 E HURST AVENUE
HAVANA,IL62644
35-2194442 501(C)(3) 19,000       SEE PART IV
(374) PRATT AREA COMMUNITY COUNCIL INC
1000 DEAN STREET SUITE 420
BROOKLYN,NY11238
11-2451752 501(C)(3) 62,500       SEE PART IV
(375) PRESBYTERIAN HOMES AND FAMILY SERVICES INC
150 LINDEN AVENUE
LYNCHBURG,VA24503
54-0346118 501(C)(3) 29,005       SEE PART IV
(376) PRESERVATION OF AFFORDABLE HOUSING
40 COURT STREET SUITE 680
BOSTON,MA021082202
31-1616634 501(C)(3) 240,726       SEE PART IV
(377) PRICE HILL WILL
3724 ST LAWRENCE AVENUE
CINCINNATI,OH452051797
20-1452663 501(C)(3) 190,000       SEE PART IV
(378) PROGRESO LATINO INC
626 BROAD STREET
CENTRAL FALLS,RI028632835
05-0380608 501(C)(3) 6,569       SEE PART IV
(379) PROJECT HOOD COMMUNITIES DEVELOPMENT CORPORATION
6620 S KING DRIVE
CHICAGO,IL60637
45-3964886 501(C)(3) 7,000       SEE PART IV
(380) PROMEDICA HEALTH SYSTEM INC
100 MADISON AVENUE
TOLEDO,OH43604
34-1517671 501(C)(3) 94,655       SEE PART IV
(381) RAIL YARD DISTRICT BUSINESS COUNCIL INC
1810 W BEAVER STREET SUITE R
JACKSONVILLE,FL32209
35-2610374 501(C)(3) 7,000       SEE PART IV
(382) REBUILDING TOGETHER HOUSTON
104 N GREENWOOD SUITE 100
HOUSTON,TX77011
76-0027902 501(C)(3) 2,201,850       SEE PART IV
(383) REBUILDING TOGETHER OF RICHMOND
406 W FRANKLIN STREET
RICHMOND,VA23220
54-1652359 501(C)(3) 30,000       SEE PART IV
(384) REBUILDING TOGETHER PHILADLEPHIA
PO BOX 42752
PHILADELPHIA,PA191012752
23-2549594 501(C)(3) 55,875       SEE PART IV
(385) RENEWPORT INC
PO BOX 72366
NEWPORT,KY41072
81-2051757 501(C)(3) 50,000       SEE PART IV
(386) RESERVOIR HILL IMPROVEMENT COUNCIL INC
2001 PARK AVENUE
BALTIMORE,MD21217
52-1310017 501(C)(3) 10,000       SEE PART IV
(387) RESOURCES FOR COMMUNITY DEVELOPMENT
2220 OXFORD STREET
BERKELEY,CA947041131
94-2952466 501(C)(3) 45,000       SEE PART IV
(388) RETAIL ARTS INNOVATION & LIVABILITY COMMUNITY DEVELOPMENT CORPORATION
PO BOX 1484
MESA,AZ85211
81-1750552 501(C)(3) 15,000       SEE PART IV
(389) RETHREADED INC
820 BARNETT STREET
JACKSONVILLE,FL32209
45-3036999 501(C)(3) 9,200       SEE PART IV
(390) RHODE ISLAND BLACK STORYTELLERS
393 BROAD STREET
PROVIDENCE,RI02907
05-0516630 501(C)(3) 20,525       SEE PART IV
(391) RHODE ISLAND NURSES INSTITUTE MIDDLE COLLEGE CHARTER HIGH SCHOOL
150 WASHINGTON STREET
PROVIDENCE,RI02903
45-1555822 501(C)(3) 10,000       SEE PART IV
(392) RICHMOND NEIGHBORHOOD HOUSING SERVICES INC (CA)
12972 SAN PABLO AVENUE
RICHMOND,CA94508
94-2791683 501(C)(3) 30,000       SEE PART IV
(393) RICHMOND PEACE EDUCATION CENTER
3500 PATTERSON AVENUE
RICHMOND,VA23221
52-1199043 501(C)(3) 55,000       SEE PART IV
(394) RILEY AREA DEVELOPMENT CORPORATION
875 MASSACHUSETTS AVENUE SUITE 101
INDIANAPOLIS,IN462041633
31-0963438 501(C)(3) 90,850       SEE PART IV
(395) RISEBORO COMMUNITY PARTNERSHIP INC
555 BUSHWICK AVENUE
BROOKLYN,NY11221
11-2453853 501(C)(3) 28,000       SEE PART IV
(396) ROCHESTER HOUSING DEVELOPMENT FUND CORPORATION
16 E MAIN STREET SUITE 610
ROCHESTER,NY14614
16-1607165 501(C)(3) 122,500       SEE PART IV
(397) ROCKEFELLER PHILANTHROPY ADVISORS INC
6 WEST 48TH STREET 10TH FLOOR
NEW YORK,NY10036
13-3615533 501(C)(3) 80,000       SEE PART IV
(398) ROCKHURST UNIVERSITY
1100 ROCKHURST ROAD
KANSAS CITY,MO64110
44-0545813 501(C)(3) 130,600       SEE PART IV
(399) ROW HOUSE COMMUNITY DEVELOPMENT CORPORATION
PO BOX 14091
HOUSTON,TX77221
45-0514840 501(C)(3) 8,000       SEE PART IV
(400) RUNNING REBELS COMMUNITY ORGANIZATION
1300A WEST FOND DU LAC AVENUE
MILWAUKEE,WI53205
39-3910464 501(C)(3) 25,000       SEE PART IV
(401) RUPCO INC
289 FAIR STREET
KINGSTON,NY12401
22-2368174 501(C)(3) 46,665       SEE PART IV
(402) RURAL ALASKA COMMUNITY ACTION PROGRAM INC
731 E 8TH AVE
ANCHORAGE,AK995200908
92-0033876 501(C)(3) 7,000       SEE PART IV
(403) RURAL HOUSING DEVELOPMENT CORPORATION
63 NORTH 400 WEST
PROVO,UT84601
87-0622732 501(C)(3) 16,405       SEE PART IV
(404) RURAL NEIGHBORHOODS INC
19308 SW 380TH STREET
FLORIDA CITY,FL330347000
65-1238417 501(C)(3) 36,375       SEE PART IV
(405) SACRED HEART COMMUNITY SERVICE
1381 SOUTH FIRST STREET
SAN JOSE,CA951103431
23-7179787 501(C)(3) 40,000       SEE PART IV
(406) SAFE HOUSING AND ECONOMIC DEVELOPMENT INC
69 WYOMING STREET
WELCH,WV24801
81-0583436 501(C)(3) 36,000       SEE PART IV
(407) SAFER FOUNDATION
571 W JACKSON BLVD
CHICAGO,IL606615071
36-2762168 501(C)(3) 68,750       SEE PART IV
(408) SAN ANTONIO FOR GROWTH ON THE EASTSIDE INC
220 CHESTNUT
SAN ANTONIO,TX78202
74-2876270 501(C)(3) 15,000       SEE PART IV
(409) SAN DIEGO HOUSING FEDERATION
3939 IOWA STREET SUITE 1
SAN DIEGO,CA92104
33-0522932 501(C)(3) 56,800       SEE PART IV
(410) SANTA MARIA COMMUNITY SERVICES INC
617 STEINER AVENUE
CINCINNATI,OH452041432
31-0537141 501(C)(3) 161,173       SEE PART IV
(411) SANTEE-LYNCHES AFFORDABLE HOUSING & CDC
255 BROAD STREET
SUMTER,SC291504146
57-0951975 501(C)(3) 24,440       SEE PART IV
(412) SATELLITE AFFORDABLE HOUSING ASSOCIATES
1835 ALCATRAZ AVENUE
BERKELEY,CA94703
94-3186770 501(C)(3) 30,000       SEE PART IV
(413) SCARRITT RENAISSANCE NEIGHBORHOOD ASSOCIATION
PO BOX 17641
KANSAS CITY,MO64123
43-1678000 501(C)(3) 6,700       SEE PART IV
(414) SCHOLARJET PBC
45 CORONA STREET APT 1
BOSTON,MA02124
81-3553367   10,000       SEE PART IV
(415) SCHOOL DISTRICT OF KANSAS CITY MISSOURI
2901 TROOST AVENUE
KANSAS CITY,MO641091538
44-6003108 GOVERNMENT 250,000       SEE PART IV
(416) SEATTLE CHINATOWNINT'L DISTRICT PRESERVATION & DEVELOPMENT AUTHORITY
PO BOX 3302
SEATTLE,WA98114
91-0968693 GOVERNMENT 42,125       SEE PART IV
(417) SELF-HELP ENTERPRISES
8445 W ELOWIN COURT
VISALIA,CA93291
94-1592676 501(C)(3) 17,409       SEE PART IV
(418) SEQUOIA DAIINDIA ROSS
2600 NINE MILE ROAD
RICHMOND,VA23223
83-1465344   15,000       SEE PART IV
(419) SER METRO DETROIT
9301 MICHIGAN AVENUE
DETROIT,MI482102038
38-2080820 501(C)(3) 118,374       SEE PART IV
(420) SER-JOBS FOR PROGRESS OF THE TEXAS GULF COAST INC
201 BROADWAY
HOUSTON,TX770121703
74-1590387 501(C)(3) 172,000       SEE PART IV
(421) SERVICE CORPS OF RETIRED EXECUTIVES ASSOCIATION
1126 GULL ROAD
KALAMAZOO,MI49048
52-1067290 501(C)(3) 8,138       SEE PART IV
(422) SETTLEMENT HOUSING FUND INC
247 WEST 37TH STREET 4TH FLOOR
NEW YORK,NY100185706
23-7078882 501(C)(3) 30,000       SEE PART IV
(423) SEVEN HILLS NEIGHBORHOOD HOUSES
901 FINDLEY STREET
CINCINNATI,OH45214
31-0648619 501(C)(3) 186,000       SEE PART IV
(424) SHARITA WALKER
2110 RHUDY STREET
RICHMOND,VA23222
82-1754171   10,000       SEE PART IV
(425) SHELDON OAK CENTRAL INC
54 SOUTH PROSPECT STREET
HARTFORD,CT061061937
06-1011060 501(C)(3) 176,040       SEE PART IV
(426) SHILOH CHURCH OF CHRIST DISCIPLES OF CHRIST INC
5-7 WEST 128 STREET
NEW YORK,NY10027
13-2911379 501(C)(3) 7,000       SEE PART IV
(427) SKID ROW HOUSING TRUST
1317 EAST SEVENTH STREET
LOS ANGELES,CA90021
95-4205316 501(C)(3) 40,000       SEE PART IV
(428) SMITH HILL COMMUNITY DEVELOPMENT CORPORATION
400 SMITH STREET 1ST FLOOR
PROVIDENCE,RI02908
05-0466422 501(C)(3) 100,000       SEE PART IV
(429) SOUTH BRONX OVERALL ECONOMIC DEVELOPMENT CORPORATION
555 BERGEN AVENUE 3RD FLOOR
BRONX,NY10455
13-2736022 501(C)(3) 43,500       SEE PART IV
(430) SOUTH WARD CHILDREN'S ALLIANCE
59 LINCOLN PARK GARDEN SUITE 50
NEWARK,NJ07106
47-1202863 501(C)(3) 10,710       SEE PART IV
(431) SOUTHEAST COMMUNITY SERVICES
901 SHELBY STREET 2ND FLOOR
INDIANAPOLIS,IN462031151
35-1318068 501(C)(3) 45,225       SEE PART IV
(432) SOUTHEAST NEIGHBORHOOD DEVELOPMENT INC
1035 SANDERS STREET SUITE 118
INDIANAPOLIS,IN462031870
35-1557200 501(C)(3) 180,430       SEE PART IV
(433) SOUTHERN MUTUAL HELP ASSOCIATION INC
3602 OLD JEANERETTE ROAD
NEW IBERIA,LA705633131
72-0696092 501(C)(3) 30,500       SEE PART IV
(434) SOUTHSIDE OUTREACH GROUP INC
PO BOX 375
SOUTH BOSTON,VA24592
54-1805314 501(C)(3) 26,138       SEE PART IV
(435) SOUTHWEST BOSTON CDC
11 FAIRMOUNT AVENUE SUITE 101
HYDE PARK,MA021362777
04-3562853 501(C)(3) 7,500       SEE PART IV
(436) SOUTHWEST DETROIT BUSINESS ASSOCIATION
7752 W VERNOR HIGHWAY
DETROIT,MI482091516
38-2262287 501(C)(3) 50,890       SEE PART IV
(437) SOUTHWEST ECONOMIC SOLUTIONS
2835 BAGLEY SUITE 800
DETROIT,MI48216
46-2252476 501(C)(3) 90,525       SEE PART IV
(438) SOUTHWEST MINNESOTA HOUSING PARTNERSHIP
2401 BROADWAY AVENUE SUITE 4
SLAYTON,MN561721167
41-1721815 501(C)(3) 11,858       SEE PART IV
(439) SOUTHWEST ORGANIZING PROJECT
2558 W 63RD STREET 2ND FLOOR
CHICAGO,IL606291619
36-4090773 501(C)(3) 57,000       SEE PART IV
(440) SPANISH SPEAKING UNITY COUNCIL OF ALAMEDA COUNTY
1900 FRUITVALE AVENUE SUITE 2A
OAKLAND,CA946012468
94-1670490 501(C)(3) 25,000       SEE PART IV
(441) SPRINGBOARD FOR THE ARTS
308 PRINCE STREET SUITE 270
ST PAUL,MN551011437
41-1690483 501(C)(3) 25,000       SEE PART IV
(442) SPRINGFIELD PRESERVATION AND REVITALIZATION COUNCIL
1334 WALNUT STREET UNIT 1
JACKSONVILLE,FL32206
59-2024497 501(C)(3) 35,418       SEE PART IV
(443) SPRINGFIELD URBAN LEAGUE INC
100 N 11TH STREET
SPRINGFIELD,IL62703
37-0765550 501(C)(3) 135,470       SEE PART IV
(444) ST JOHNS GLOBAL MINISTRIES OF THE KINGDOM
112-07 GUY R BREWER BOULEVARD
JAMAICA,NY11433
11-3094604 501(C)(3) 7,000       SEE PART IV
(445) ST LUKES EPISCOPAL CHURCH
777 EAST 222ND STREET
BRONX,NY10467
13-2747442 501(C)(3) 7,250       SEE PART IV
(446) ST MARY COMMUNITY ACTION COMMITTEE ASSOCIATION INC
1407 BARROW STREET
FRANKLIN,LA70538
72-0643183 501(C)(3) 5,508       SEE PART IV
(447) STOP WASTING ABANDONED PROPERTY INC
439 PINE STREET
PROVIDENCE,RI029071317
05-0370946 501(C)(3) 75,000       SEE PART IV
(448) STOREFRONT FOR COMMUNITY DESIGN
205 E BROAD STREET
RICHMOND,VA232191782
45-2644809 501(C)(3) 27,996       SEE PART IV
(449) STO-ROX SCHOOL DISTRICT
298 EWING ROAD
MC KEES ROCKS,PA15136
25-1158130 GOVERNMENT 250,000       SEE PART IV
(450) SUNSHINE GOSPEL MINISTRIES
PO BOX 377939
CHICAGO,IL60637
36-2317631 501(C)(3) 25,000       SEE PART IV
(451) SWORDS TO PLOWSHARES VETERANS RIGHTS ORGANIZATION
1060 HOWARD STREET
SAN FRANCISCO,CA94103
94-2260626 501(C)(3) 10,000       SEE PART IV
(452) TALLER DE JOSE
2831 W 24TH BLVD
CHICAGO,IL60623
27-2966284 501(C)(3) 5,750       SEE PART IV
(453) TEAMWORK ENGLEWOOD
815 W 63RD STREET 2ND FLOOR
CHICAGO,IL606211917
74-3102944 501(C)(3) 99,740       SEE PART IV
(454) TECHNICAL ASSISTANCE PARTNERSHIP OF ARIZONA
2929 N CENTRAL AVENUE SUITE 1550
PHOENIX,AZ85012
86-0975231 501(C)(3) 20,000       SEE PART IV
(455) TEJANO CENTER FOR COMMUNITY CONCERNS
CONCERNS 2950 BROADWAY
HOUSTON,TX770171706
76-0377101 501(C)(3) 1,671,704       SEE PART IV
(456) TELESIS BALTIMORE CORPORATION
1101 30TH STREET NW 4TH FLOOR
WASHINGTON,DC20007
26-2029749   75,000       SEE PART IV
(457) TELPOCHCALLI COMMUNITY EDUCATION PROJECT (TCEP)
2832 WEST 24TH BOULEVARD
CHICAGO,IL60623
71-0961074 501(C)(3) 8,000       SEE PART IV
(458) TEMENOS COMMUNITY DEVELOPMENT CORPORATION
2019 CRAWFORD
HOUSTON,TX770029002
20-4594987 501(C)(3) 7,500       SEE PART IV
(459) TEMPE COMMUNITY ACTION AGENCY INC
2146 E APACHE BLVD
TEMPE,AZ85281
86-0254820 501(C)(3) 9,000       SEE PART IV
(460) TENDER LOVING CARE CENTER FOR CHILDREN
3025 PLAZA CIRCLE
PORT ARTHUR,TX77642
20-8023787 501(C)(3) 137,000       SEE PART IV
(461) TENDERLOIN NEIGHBORHOOD DEVELOPMENT CORPORATION
201 EDDY STREET
SAN FRANCISCO,CA941022715
94-2761808 501(C)(3) 40,000       SEE PART IV
(462) THE ARTS COMMISSION OF GREATER TOLEDO
1838 PARKWOOD AVENUE SUITE 120
TOLEDO,OH436046059
34-1358701 501(C)(3) 12,300       SEE PART IV
(463) THE BASEBALL INC
11 WALNUT PARK
ROXBURY,MA02119
46-1856641 501(C)(3) 15,000       SEE PART IV
(464) THE BOND HILL ROSELAWN COLLABORATIVE
4721 READING ROAD
CINCINNATI,OH45237
81-4591025 501(C)(3) 51,500       SEE PART IV
(465) THE BRIDGE INC
290 LENOX AVENUE 3RD FLOOR
NEW YORK,NY10027
13-1919799 501(C)(3) 40,000       SEE PART IV
(466) THE CARA PROGRAM
237 S DESPLAINES
CHICAGO,IL606613515
36-4268095 501(C)(3) 231,269       SEE PART IV
(467) THE CENTER FOR WORKING FAMILIES INC
477 WINDSOR STREET SW SUITE 101
ATLANTA,GA30312
27-0230104 501(C)(3) 120,000       SEE PART IV
(468) THE COMMUNITY BUILDERS INC
95 BERKELEY STREET SUITE 500
BOSTON,MA021166229
04-2324773 501(C)(3) 7,000       SEE PART IV
(469) THE DEARBORN REAL ESTATE BOARD
8454 S STONY ISLAND
CHICAGO,IL60617
36-4413452 501(C)(6) 8,300       SEE PART IV
(470) THE DOWNTOWN SHAREHOLDERS OF KANSAS CITY KANSAS INC
726 ARMSTRONG SUITE 201
KANSAS CITY,KS66101
41-2202699 501(C)(3) 50,000       SEE PART IV
(471) THE GUIDANCE CENTER
19291 NORTHLINE ROAD
SOUTHGATE,MI48195
38-1621700 501(C)(3) 22,305       SEE PART IV
(472) THE INDY CONVERGENCE INC
2611 W MICHIGAN STREET
INDIANAPOLIS,IN46222
80-0253483 501(C)(3) 12,500       SEE PART IV
(473) THE LAKOTA FUNDS INCORPORATED
PO BOX 340
KYLE,SD57752
46-0421416 501(C)(3) 50,000       SEE PART IV
(474) THE LITERACY LAB
1003 K STREET NW SUITE 500
WASHINGTON,DC20001
27-1777117 501(C)(3) 20,000       SEE PART IV
(475) THE NEIGHBORHOOD SCOOP LLC
1301 OAKWOOD AVENUE
RICHMOND,VA23223
82-1722049   8,000       SEE PART IV
(476) THE SALVATION ARMY - METRO ATLANTA AREA COMMAND
1000 CENTER PLACE
NORCROSS,GA30093
58-0660607 501(C)(3) 275,000       SEE PART IV
(477) THE SANNEH FOUNDATION
2090 CONWAY STREET
SAINT PAUL,MN55119
56-2332269 501(C)(3) 250,000       SEE PART IV
(478) THE SEVENTH STREET COOPERATIVE GROUP INC
252 EAST 7TH STREET
NEW YORK,NY100096013
13-2676432   7,108       SEE PART IV
(479) THE SUPPORTIVE HOUSING NETWORK OF NY
247 WEST 37TH STREET 18TH FLOOR
NEW YORK,NY10018
13-3755149 501(C)(3) 7,500       SEE PART IV
(480) THOMAS WYATT
5097 SCHOOL STREET
SWARTZ CREEK,MI48473
82-5487220   20,000       SEE PART IV
(481) TIERRA DEL SOL HOUSING CORPORATION
PO BOX 2626
ANTHONY,NM88021
85-0227016 501(C)(3) 14,365       SEE PART IV
(482) TOLEDO PUBLIC SCHOOL
1609 N SUMMIT STREET
TOLEDO,OH43604
34-6401449 GOVERNMENT 250,000       SEE PART IV
(483) TOUCHPOINTE FOR YOUTH
1524 GEORGETOWN DRIVE
BLOOMFIELD HILLS,MI48304
81-3824239 501(C)(3) 40,000       SEE PART IV
(484) TOWN OF HAMBURG
6100 SOUTH PARK AVENUE
HAMBURG,NY14075
16-6002270 GOVERNMENT 36,000       SEE PART IV
(485) TOWN OF SMITHTOWN
99 W MAIN STREET
SMITHTOWN,NY11787
11-6001937 GOVERNMENT 60,000       SEE PART IV
(486) TRELLIS
1405 E MCDOWELL ROAD SUITE 100
PHOENIX,AZ85006
51-0152395 501(C)(3) 80,213       SEE PART IV
(487) TRI COUNTY HOUSING INC
34385 STATE HIGHWAY 167 PO BOX 87
FOWLER,CO81039
84-1296087 501(C)(3) 42,385       SEE PART IV
(488) TRINITY RESTORATION INC
393 BROAD STREET
PROVIDENCE,RI02907
05-0502019 501(C)(3) 22,500       SEE PART IV
(489) TRUST FOR CONSERVATION INNOVATION
405 14TH STREET SUITE 164
OAKLAND,CA946122705
91-2166435 501(C)(3) 150,000       SEE PART IV
(490) TUNICA COUNTY CDC
POST OFFICE BOX 1402
TUNICA,MS386761402
64-0814239 501(C)(3) 54,500       SEE PART IV
(491) TWIN CITIES HABITAT FOR HUMANITY INC
1954 UNIVERSITY AVENUE
ST PAUL,MN551043433
36-3363171 501(C)(3) 15,000       SEE PART IV
(492) UCAN
3605 W FILLMORE STREET
CHICAGO,IL60624
36-2167937 501(C)(3) 13,673       SEE PART IV
(493) UNITED NORTH EAST CDC
3908 MEADOWS DRIVE
INDIANAPOLIS,IN462051454
35-1961274 501(C)(3) 27,424       SEE PART IV
(494) UNITED WAY OF NORTHEAST FLORIDA
40 EAST ADAMS STREET SUITE 200
JACKSONVILLE,FL32202
59-0637825 501(C)(3) 9,210       SEE PART IV
(495) UNIVERSITY DISTRICT COMMUNITY DEVELOPMENT ASSOCIATION INC
3242 MAIN STREET
BUFFALO,NY14214
16-1072548   50,000       SEE PART IV
(496) URBAN ALLIANCE INC
1009 E STOCKBRIDGE AVENUE SUITE 100
100
KALAMAZOO,MI49008
20-4969751 501(C)(3) 130,000       SEE PART IV
(497) URBAN HOMEWORKS INC
2015 EMERSON AVENUE N
MINNEAPOLIS,MN554112507
41-1821520 501(C)(3) 7,500       SEE PART IV
(498) URBAN LAND INSTITUTE
PO BOX 418168
BOSTON,MA022418168
53-0159845 501(C)(3) 22,490       SEE PART IV
(499) URBAN LEAGUE OF ESSEX COUNTY
508 CENTRAL AVENUE
NEWARK,NJ071071430
22-1554540 501(C)(3) 64,481       SEE PART IV
(500) URBAN LEAGUE OF GREATER ATLANTA INC
PEACHTREE CENTER - INTERNATIONAL
TOWER 229 PEACHTREE STREET NE SUITE
ATLANTA,GA30303
58-0593386 501(C)(3) 30,000       SEE PART IV
(501) URBAN NEIGHBORHOOD INITIATIVE INC (MO)
2300 MAIN STREET 2 PERSHING SQUARE
SUITE 180
KANSAS CITY,MO64108
45-4879810 501(C)(3) 45,385       SEE PART IV
(502) URBAN PARTNERSHIPS COMMUNITY DEVELOPMENT CORPORATION
3211 HARRISBURG BLVD
HOUSTON,TX77003
82-1993706 501(C)(3) 20,000       SEE PART IV
(503) URBAN STRATEGIES INC
294 SUMPTER STREET
BROOKLYN,NY11233
11-2484364 501(C)(3) 20,000       SEE PART IV
(504) VANGUARD COMMUNITY DEVELOPMENT CORPORATION
2795 EAST GRAND BOULEVARD
DETROIT,MI482112003
38-3201091 501(C)(3) 135,567       SEE PART IV
(505) VOLUNTEERS OF AMERICA NATIONAL SERVICES
7530 MARKET PLACE DRIVE
EDEN PRAIRIE,MN55344
41-1467162 501(C)(3) 30,000       SEE PART IV
(506) VOLUNTEERS OF AMERICA TEXAS
300 E MIDWAY DRIVE
EULESS,TX760393711
75-0827469 501(C)(3) 67,500       SEE PART IV
(507) W E UPJOHN UNEMPLOYMENT TRUSTEE CORP
300 S WESTNEDGE AVENUE
KALAMAZOO,MI49007
38-1360419 501(C)(3) 240,000       SEE PART IV
(508) WALNUT HILLS REDEVELOPMENT FOUNDATION INC
730 E MCMILLAN
CINCINNATI,OH45206
31-0921713 501(C)(3) 100,750       SEE PART IV
(509) WARREN EASTON SR HIGH SCHOOL FOUNDATION INC
3019 CANAL STREET
NEW ORLEANS,LA70119
86-1163583 501(C)(3) 50,000       SEE PART IV
(510) WATERFRONT HISTORIC AREA LEAGUE OF NEW BEDFORD INC
15 JOHNNY CAKE HILL
NEW BEDFORD,MA02740
04-6130520 501(C)(3) 30,000       SEE PART IV
(511) WESLEY COMMUNITY CENTER INC OF HOUSTON TEXAS
1410 LEE STREET
HOUSTON,TX770098228
74-1132578 501(C)(3) 242,900       SEE PART IV
(512) WEST ANGELES COMMUNITY DEVELOPMENT CORPORATION
6028 CRENSHAW BLVD
LOS ANGELES,CA90043
95-4486925 501(C)(3) 25,000       SEE PART IV
(513) WEST ELMWOOD HOUSING DEVELOPMENT CORPORATION
224 DEXTER STREET
PROVIDENCE,RI029072703
23-7138165 501(C)(3) 35,000       SEE PART IV
(514) WEST INDIANAPOLIS DEVELOPMENT CORPORATION
1211 S HIATT STREET
INDIANAPOLIS,IN462211533
35-1886746 501(C)(3) 10,500       SEE PART IV
(515) WESTBAY COMMUNITY ACTION INC
224 BUTTONWOODS AVENUE
WARWICK,RI028867541
05-0311985 501(C)(3) 23,888       SEE PART IV
(516) WESTERN MICHIGAN UNIVERSITY
1903 W MICHIGAN AVENUE
KALAMAZOO,MI49008
38-6007327 GOVERNMENT 47,000       SEE PART IV
(517) WHITE CENTER COMMUNITY DEVELOPMENT ASSOCIATION
605 SW 108TH STREET
SEATTLE,WA981462229
72-1526567 501(C)(3) 40,475       SEE PART IV
(518) WISCONSIN WOMEN'S BUSINESS INITIATIVE CORPORATION
1533 N RIVER CENTER DRIVE
MILWAUKEE,WI53212
39-1597954 501(C)(3) 67,350       SEE PART IV
(519) WOMEN'S COMMUNITY REVITALIZATION PROJECT INC
100 W OXFORD STREET SUITE E-2300
PHILADELPHIA,PA191223900
22-2840188 501(C)(3) 20,000       SEE PART IV
(520) WOMEN'S HOUSING & ECONOMIC DEVELOPMENT CORPORATION
50 EAST 168TH STREET
BRONX,NY10452
11-3099604 501(C)(3) 7,500       SEE PART IV
(521) WOMEN'S INSTITUTE FOR HOUSING AND ECONOMIC DEVELOPMENT INC
15 COURT SQUARE SUITE 210
BOSTON,MA02108
04-2733078 501(C)(3) 7,500       SEE PART IV
(522) WOODVILLE CHURCH OF THE NAZARENE
2012 SELDEN STREET
RICHMOND,VA23223
54-0951717   10,000       SEE PART IV
(523) WOONSOCKET NEIGHBORHOOD DEVELOPMENT CORPORATION
719 FRONT STREET SUITE 103
WOONSOCKET,RI028955278
22-2907602 501(C)(3) 75,000       SEE PART IV
(524) WORKING IN NEIGHBORHOODS
1814 DREMAN AVENUE
CINCINNATI,OH452232319
31-0962007 501(C)(3) 40,200       SEE PART IV
(525) YACHAD INC
8720 GEORGIA AVENUE SUITE 705
SILVER SPRING,MD20910
52-1698588 501(C)(3) 25,000       SEE PART IV
(526) YEAR UP INC
40 FOUNTAIN STREET 7TH FLOOR
PROVIDENCE,RI029031830
04-3534407 501(C)(3) 49,094       SEE PART IV
(527) YES PREP PUBLIC SCHOOLS INC
5515 SOUTH LOOP EAST FWY SUITE B
HOUSTON,TX77033
76-0563835 501(C)(3) 100,000       SEE PART IV
(528) YOUNG MEN'S CHRISTIAN ASSOCIATION OF GREATER KANSAS CITY
3800 E LINWOOD BOULEVARD
KANSAS CITY,MO64128
44-0546002 501(C)(3) 30,000       SEE PART IV
(529) YOUTH POLICY INSTITUTE INC
6464 SUNSET BLVD SUITE 650
LOS ANGELES,CA900288001
52-1278339 501(C)(3) 45,000       SEE PART IV
(530) ZEITGEIST CENTER FOR ARTS AND COMMUNITY
222 E SUPERIOR STREET SUITE 326
DULUTH,MN55802
20-6424699 501(C)(3) 43,000       SEE PART IV
(531) ZEPF CENTER
2005 ASHLAND AVENUE
TOLEDO,OH43620
34-1168947 501(C)(3) 50,000       SEE PART IV
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
499
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
32
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2018

Schedule I (Form 990) 2018
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on 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
noncash assistance
(e) Method of valuation (book,
FMV, appraisal, other)
(f) Description of noncash assistance
(1) GRANTS 80 715,134      
(1)
(2)
(3)
(4)
(5)
(6)
(7)
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
PART I, LINE 2: 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.
SCHEDULE I, PART II: FORM 990, PART IX LINE 1 INCLUDES 2,053,539 OF PRIOR YEAR DEOBLIGATIONS. THESE DEOBLIGATIONS ARE NOT LISTED ON SCHEDULE I, PART II. AS A RESULT, THE TOTAL GRANTS LISTED ON SCHEDULE I EXCEEDS THE GRANTS TO DOMESTIC ORGANIZATIONS LISTED ON FORM 990, PART IX.
SCHEDULE I, PART II, LINE 1, COLUMN (H) - PURPOSE OF GRANTS PROJECT LISC MAKES PROJECT GRANTS TO COMMUNITY DEVELOPMENT PROJECTS THROUGHOUT THE COUNTRY TO SUPPORT EFFORTS OF COMMUNITY BASED ORGANIZATIONS, BUSINESSES, AND INDIVIDUALS TO TRANSFORM DISTRESSED COMMUNITIES IN URBAN AND RURAL COMMUNITIES THAT LISC SERVES AND TO ASSIST RESIDENTS OF THESE COMMUNITIES. LISC ISSUES GRANTS TO SUPPORT (I) THE DEVELOPMENT OF AFFORDABLE HOMES AND APARTMENTS, COMMERCIAL PROJECTS, COMMUNITY AND EDUCATIONAL FACILITIES, AND OTHE PROJECTS THAT TRANFORM LOW-INCOME COMMUNITIES OR THAT BENEFIT LOW-INCOME RESIDENTS AND (II) THE CAPACITY BUILDING, OPERATIONS AND OTHER COMMUNITY DEVELOPMENT ACTIVITIES OF NON-PROFIT ORGANIZATIONS AND GOVERNMENT ENTITIES. LISC ALSO PROVIDES CERTAIN AWARDS TO BUSINESSES, ORGANIZATIONS, AND INDIVIDUALS FOR THEIR COMMUNITY DEVELOPMENT WORK, ARCHITECTURAL ACHIEVEMENTS, AND OTHER EFFORTS IN THE COMMUNITIES LISC SERVES. AWARDEES ARE SELECTED BY COMMITTEES COMPRISED OF EXTERNAL MEMBERS AND INTERNAL LISC STAFF BASED ON CRITERIA DEVELOPED BY LISC, FUNDERS AND STAKEHOLDERS.
Schedule I (Form 990) 2018



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" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
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 on 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 on 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
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
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), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on 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," on line 5a or 5b, describe in Part III.
6
For persons listed on 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," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported on 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" on 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) 2018

Schedule J (Form 990) 2018
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 on 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 in column (B) reported as deferred on prior Form 990
(i) Base
compensation
(ii) Bonus & incentive
compensation
(iii) Other reportable compensation
1MAURICE JONES
PRESIDENT / CHIEF EXECUTIVE OFFICER
(i)

(ii)
571,315
-------------
0
0
-------------
0
690
-------------
0
26,836
-------------
0
37,439
-------------
0
636,280
-------------
0
0
-------------
0
2ALEXIS HAMILTON
SENIOR VICE PRESIDENT/CHEIF INFORMAT
(i)

(ii)
97,606
-------------
50,990
26,250
-------------
0
124
-------------
150
0
-------------
0
14,316
-------------
9,435
138,296
-------------
60,575
0
-------------
0
3ANNA ALEKSEYEVA
VICE PRESIDENT
(i)

(ii)
146,219
-------------
0
0
-------------
0
178
-------------
0
2,828
-------------
0
15,381
-------------
0
164,606
-------------
0
0
-------------
0
4BETH MARCUS
SENIOR VICE PRESIDENT
(i)

(ii)
226,333
-------------
0
0
-------------
0
1,290
-------------
0
23,416
-------------
0
35,289
-------------
0
286,328
-------------
0
0
-------------
0
5CELAYNE HILL
ASSISTANT SECRETARY
(i)

(ii)
167,189
-------------
0
0
-------------
0
1,980
-------------
0
18,046
-------------
0
15,933
-------------
0
203,148
-------------
0
0
-------------
0
6CHARLES VLIEK
VICE PRESIDENT
(i)

(ii)
175,042
-------------
0
0
-------------
0
1,980
-------------
0
18,159
-------------
0
697
-------------
0
195,878
-------------
0
0
-------------
0
7CHRISTOPHER PLUMMER
VICE PRESIDENT
(i)

(ii)
168,066
-------------
0
0
-------------
0
1,980
-------------
0
17,055
-------------
0
24,579
-------------
0
211,680
-------------
0
0
-------------
0
8CONSTANCE MAX
SENIOR VICE PRESIDENT
(i)

(ii)
205,343
-------------
0
0
-------------
0
719
-------------
0
21,457
-------------
0
37,910
-------------
0
265,429
-------------
0
0
-------------
0
9COURTNEY BRANKER
VICE PRESIDENT/TREASURER
(i)

(ii)
144,245
-------------
0
0
-------------
0
647
-------------
0
15,017
-------------
0
32,048
-------------
0
191,957
-------------
0
0
-------------
0
10DENISE NOTICE-SCOTT
EXECUTIVE VICE PRESIDENT
(i)

(ii)
328,649
-------------
0
0
-------------
0
1,980
-------------
0
27,895
-------------
0
11,637
-------------
0
370,161
-------------
0
0
-------------
0
11DONNA GIANNONE
VICE PRESIDENT
(i)

(ii)
181,245
-------------
0
0
-------------
0
1,290
-------------
0
11,576
-------------
0
13,536
-------------
0
207,647
-------------
0
0
-------------
0
12ELISE BALBONI
SENIOR VICE PRESIDENT
(i)

(ii)
99,526
-------------
0
0
-------------
0
21,684
-------------
0
11,927
-------------
0
31,938
-------------
0
165,075
-------------
0
0
-------------
0
13GERALDINE BAUM
SENIOR VICE PRESIDENT
(i)

(ii)
156,979
-------------
0
0
-------------
0
83,791
-------------
0
19,272
-------------
0
24,959
-------------
0
285,001
-------------
0
0
-------------
0
14JEFFREY FISHMAN
SENIOR VICE PRESIDENT/ CHEIF OPERATI
(i)

(ii)
93,500
-------------
57,463
26,250
-------------
0
365
-------------
230
0
-------------
0
0
-------------
155
120,115
-------------
57,848
0
-------------
0
15JESSICA HART
VICE PRESIDENT
(i)

(ii)
143,964
-------------
0
0
-------------
0
295
-------------
0
14,806
-------------
0
39,387
-------------
0
198,452
-------------
0
0
-------------
0
16JOSEPH HAGAN
SENIOR VICE PRESIDENT
(i)

(ii)
0
-------------
361,728
0
-------------
340,000
0
-------------
2,210
0
-------------
198,292
0
-------------
24,186
0
-------------
926,416
0
-------------
0
17JOSEPH HORIYE
VICE PRESIDENT
(i)

(ii)
173,625
-------------
0
0
-------------
0
450
-------------
0
18,550
-------------
0
5,289
-------------
0
197,914
-------------
0
0
-------------
0
18JULIA RYAN
VICE PRESIDENT
(i)

(ii)
137,479
-------------
0
0
-------------
0
285
-------------
0
15,182
-------------
0
37,473
-------------
0
190,419
-------------
0
0
-------------
0
19JULIE HUSTON
PRESIDENT IMMITO
(i)

(ii)
149,823
-------------
87,757
98,125
-------------
0
616
-------------
430
0
-------------
0
7,023
-------------
3,286
255,587
-------------
91,473
0
-------------
0
20KELSEY HAMORY
SENIOR VICE PRESIDENT
(i)

(ii)
102,436
-------------
0
35,000
-------------
0
270
-------------
0
11,787
-------------
0
9,480
-------------
0
158,973
-------------
0
0
-------------
0
21KENNETH PATRICK MAHER
SECRETARY
(i)

(ii)
176,129
-------------
0
0
-------------
0
690
-------------
0
18,234
-------------
0
13,884
-------------
0
208,937
-------------
0
0
-------------
0
22KEVIN BOES
SENIOR VICE PRESIDENT
(i)

(ii)
0
-------------
266,432
0
-------------
200,000
0
-------------
300
0
-------------
31,268
0
-------------
28,007
0
-------------
526,007
0
-------------
0
23LILY LIM
SENIOR VICE PRESIDENT / CONTROLLER
(i)

(ii)
211,622
-------------
0
0
-------------
0
1,290
-------------
0
21,933
-------------
0
23,822
-------------
0
258,667
-------------
0
0
-------------
0
24MALINI NAYAR
VICE PRESIDENT
(i)

(ii)
160,131
-------------
0
0
-------------
0
313
-------------
0
18,159
-------------
0
42,997
-------------
0
221,600
-------------
0
0
-------------
0
25MATT HUBER
SENIOR VICE PRESIDENT, CFO AND TREAS
(i)

(ii)
175,778
-------------
0
125,000
-------------
0
450
-------------
0
20,885
-------------
0
28,267
-------------
0
350,380
-------------
0
0
-------------
0
26MATTHEW JOSEPHS
SENIOR VICE PRESIDENT
(i)

(ii)
223,448
-------------
0
0
-------------
0
690
-------------
0
23,485
-------------
0
36,831
-------------
0
284,454
-------------
0
0
-------------
0
27MICHAEL HEARNE
EXECUTIVE VICE PRESIDENT / CFO
(i)

(ii)
310,164
-------------
0
0
-------------
0
1,290
-------------
0
27,709
-------------
0
697
-------------
0
339,860
-------------
0
0
-------------
0
28MICHAEL TANG
VICE PRESIDENT
(i)

(ii)
155,085
-------------
0
0
-------------
0
719
-------------
0
15,978
-------------
0
11,974
-------------
0
183,756
-------------
0
0
-------------
0
29MIKE HUMBERSTONE
VICE PRESIDENT
(i)

(ii)
174,129
-------------
0
0
-------------
0
690
-------------
0
18,600
-------------
0
24,819
-------------
0
218,238
-------------
0
0
-------------
0
30MORGAN HARPER
VICE PRESIDENT
(i)

(ii)
161,009
-------------
0
0
-------------
0
270
-------------
0
11,447
-------------
0
13,388
-------------
0
186,114
-------------
0
0
-------------
0
31RICHARD MANSON
VICE PRESIDENT
(i)

(ii)
175,673
-------------
0
0
-------------
0
1,980
-------------
0
17,276
-------------
0
25,187
-------------
0
220,116
-------------
0
0
-------------
0
32RICHARD PINNER
ASSISTANT SECRETARY / ASSOCIATE GENE
(i)

(ii)
130,224
-------------
0
0
-------------
0
621
-------------
0
13,915
-------------
0
36,642
-------------
0
181,402
-------------
0
0
-------------
0
33ROBERT COONEY
SENIOR VICE PRESIDENT/GENERAL COUNSE
(i)

(ii)
156,640
-------------
0
0
-------------
0
860
-------------
0
0
-------------
0
20,474
-------------
0
177,974
-------------
0
0
-------------
0
34SARA SORBELLO
VICE PRESIDENT
(i)

(ii)
149,917
-------------
0
0
-------------
0
263
-------------
0
13,364
-------------
0
697
-------------
0
164,241
-------------
0
0
-------------
0
35STEVEN PETSOS
SENIOR VICE PRESIDENT
(i)

(ii)
203,161
-------------
0
155,000
-------------
0
300
-------------
0
23,958
-------------
0
28,507
-------------
0
410,926
-------------
0
0
-------------
0
36SUZANNE ANARDE
VICE PRESIDENT
(i)

(ii)
169,165
-------------
0
0
-------------
0
1,290
-------------
0
17,573
-------------
0
34,636
-------------
0
222,664
-------------
0
0
-------------
0
37WILLIAM TAFT
SENIOR VICE PRESIDENT
(i)

(ii)
179,142
-------------
0
0
-------------
0
1,290
-------------
0
17,984
-------------
0
34,387
-------------
0
232,803
-------------
0
0
-------------
0
38COLLETTE WILLIAMS
DEPUTY CONTROLLER
(i)

(ii)
171,332
-------------
0
3,333
-------------
0
690
-------------
0
18,009
-------------
0
26,826
-------------
0
220,190
-------------
0
0
-------------
0
39CYNTHIA WONG
EXECUTIVE DIRECTOR
(i)

(ii)
185,785
-------------
0
0
-------------
0
240
-------------
0
1,136
-------------
0
12,825
-------------
0
199,986
-------------
0
0
-------------
0
40JEANNE COLA
EXECUTIVE DIRECTOR
(i)

(ii)
159,848
-------------
0
0
-------------
0
690
-------------
0
16,734
-------------
0
35,690
-------------
0
212,962
-------------
0
0
-------------
0
41MEGHAN HARTE
EXECUTIVE DIRECTOR
(i)

(ii)
190,837
-------------
0
0
-------------
0
690
-------------
0
16,656
-------------
0
30,572
-------------
0
238,755
-------------
0
0
-------------
0
42SAMUEL MARKS
EXECUTIVE DIRECTOR
(i)

(ii)
186,437
-------------
0
0
-------------
0
450
-------------
0
20,461
-------------
0
12,296
-------------
0
219,644
-------------
0
0
-------------
0
Schedule J (Form 990) 2018

Schedule J (Form 990) 2018
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
PART I, LINES 4A-B GERALDINE BAUM, NOT LISTED ON SCHEDULE J, RECEIVED A SEVERANCE PAYMENT OF $51,334 IN 2018.
PART I, LINE 7 AMOUNTS ON PART II, COLUMN B (II) REPRESENT PRESIDENT'S AWARD PAYMENTS, AND PAYMENTS IN ACCORDANCE WITH THE ANNUAL COMPENSATION PLAN AND ACQUIRING THE SBLC LICENSE FOR IMMITO.
Schedule J (Form 990) 2018
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 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
LOCAL INITIATIVES SUPPORT CORPORATION
 
Employer identification number

13-3030229
Return Reference Explanation
FORM 990, PART III, LINE 1 - MISSION STATEMENT TOGETHER WITH RESIDENTS AND PARTNERS, LISC FORGES RESILIENT AND INCLUSIVE COMMUNITIES OF OPPORTUNITIES ACROSS AMERICA GREAT PLACES TO LIVE, WORK, VISIT, DO BUSINESS AND RAISE FAMILIES. WE CARRY OUT THIS MISSION BY: - STRENGTHENING EXISTING ALLIANCES WHILE BUILDING NEW COLLABORATIONS TO INCREASE OUR IMPACT ON THE PROGRESS OF PEOPLE AND PLACES - DEVELOP LEADERSHIP AND THE CAPACITY OF PARTNERS TO ADVANCE OUR WORK TOGETHER - EQUIP TALENT IN UNDERINVESTED COMMUNITIES WITH THE SKILLS AND CREDENTIALS TO COMPETE SUCCESSFULLY FOR QUALITY INCOME AND WEALTH OPPORTUNITIES - INVEST IN BUSINESSES, HOUSING AND OTHER COMMUNITY INFRASTRUCTURE TO CATALYZE ECONOMIC, HEALTH, SAFETY AND EDUCATIONAL MOBILITY FOR INDIVIDUALS AND COMMUNITIES. - DRIVING LOCAL, REGIONAL, AND NATIONAL POLICY AND SYSTEM CHANGES THAT FOSTER BROADLY SHARED PROSPERITY AND WELL-BEING
FORM 990, PART III, LINE 4A - PROJECT DEVELOPMENT AND INVESTMENT LISC, THROUGH ITS AFFILIATES NATIONAL EQUITY FUND, INC. (NEF) AND NEW MARKETS SUPPORT COMPANY, LLC (NMSC), ALSO PROVIDES EQUITY FINANCING TO SUPPORT THE DEVELOPMENT OF AFFORDABLE HOUSING AND COMMERCIAL AND COMMUNITY SPACE THROUGHOUT THE COUNTRY AND TO CREATE JOBS. IN 2018, NEF AND NMSC APPROVED EQUITY INVESTMENTS FOR 9.766 AFFORDABLE HOUSING UNITS AND 1,141,107 SQUARE FEET OF COMMERCIAL AND COMMUNITY SPACE.
FORM 990, PART III, LINE 4C - LENDING IN 2018, LISC APPROVED $301,645,642 TO FINANCE 10,319 UNITS OF AFFORDABLE HOMES AND APARTMENTS, 3,084,129 SQUARE FEET OF COMMERCIAL, OFFICE, INDUSTRIAL, RECREATIONAL, AND OTHER COMMUNITY SPACE, SCHOOLS, AND CHILD CARE FACILITIES, GROCERY STORES AND FOOD MARKETS.
FORM 990, PART VI, SECTION A, LINE 4 IN MARCH 2018 THE ORGANIZATION'S BOARD VOTED TO AMEND AND RESTATE THE BY-LAWS.
FORM 990, PART VI, SECTION B, LINE 11B 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 SVP/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 ALL NEW EMPLOYEES ARE REQUIRED TO SUBMIT A CONFLICT OF INTEREST QUESTIONNAIRE, AT THE TIME OF HIRING, TO THE VP OF HUMAN RESOURCES DISCLOSING ANY OUTSIDE AFFILIATIONS. ALL CURRENT EMPLOYEES ARE REQUIRED TO SUBMIT A CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY TO THE LEGAL DEPARTMENT DISCLOSING ALL OUTSIDE AFFILIATIONS. IN ADDITION, EMPLOYEES ARE REQUIRED TO DISCLOSE TO THE VP OF HUMAN RESOURCES OR GENERAL COUNSEL ANY OUTSIDE AFFILIATIONS OR POTENTIAL CONFLICTS OF INTEREST AS THEY ARISE THROUGHOUT THE YEAR. THE VP OF HUMAN RESOURCES AND THE GENERAL COUNSEL REVIEW 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 BOARD SECRETARY 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 SECRETARY 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 IS REQUIRED TO LEAVE THE MEETING DURING DISCUSSION OF SUCH MATTER. THE LISC GENERAL COUNSEL AND SECRETARY MONITOR 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, SECTION B, LINE 15 THE ANNUAL PERFORMANCE OF THE PRESIDENT AND CEO OF LISC, THE TOP MANAGEMENT OFFICIAL, IS REVIEWED BY THE BOARD CHAIRPERSON AND VICE CHAIRPERSON, BASED ON INPUT FROM CERTAIN STAFF AND OTHER DIRECTORS. THE BOARD CHAIRPERSON AND VICE CHAIRPERSON THEN PRESENT THE RESULTS OF SUCH REVIEW TO THE INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS IN EXECUTIVE SESSION OF THE ANNUAL MEETING OF THE LISC BOARD OF DIRECTORS. AN ANNUAL INTERNAL PERFORMANCE REVIEW FOR ALL OTHER DISQUALIFIED PERSONS (DETERMINED TO BE SENIOR LISC OFFICERS FOR 2018) IS CONDUCTED BY EACH SENIOR OFFICER'S RESPECTIVE SUPERVISOR. THE PRESIDENT AND CEO AND THE VP OF HUMAN RESOURCES PRESENT COMPENSATION RECOMMENDATIONS FOR EACH SENIOR LISC OFFICER TO THE LISC BOARD OF DIRECTORS FOR REVIEW AND APPROVAL. THE SENIOR OFFICERS' COMPENSATION IS REVIEWED IN EXECUTIVE SESSION OF THE BOARD OF DIRECTORS, AND NO OFFICERS, OTHER THAN THE PRESIDENT AND CEO AND THE VP OF HUMAN RESOURCES, ARE PRESENT DURING SUCH EXECUTIVE SESSION. THE PRESIDENT AND CEO IS NOT PRESENT DURING THE REVIEW AND DISCUSSION OF HIS COMPENSATION. THE VP OF HUMAN RESOURCES PRESENTS COMPARATIVE COMPENSATION DATA FOR THE PRESIDENT AND CEO AND SENIOR LISC OFFICERS ALONG WITH COMPENSATION RECOMMENDATIONS. LISC ENGAGES THE SERVICES OF AN INDEPENDENT FIRM TO CONDUCT AN ANALYSIS OF SENIOR MANAGEMENT COMPENSATION WITH COMPARABLE MARKET DATA FOR ORGANIZATIONS SIMILAR TO LISC. LISC COMMISSIONED A COMPENSATION STUDY BY AN OUTSIDE FIRM, WHICH WAS PRESENTED TO THE LISC BOARD OF DIRECTORS IN SEPTEMBER 2017 AND USED FOR DETERMINATION OF 2018 COMPENSATION. THE DISCUSSIONS OF, AND DECISIONS REGARDING, THE PRESIDENT AND CEO AND SENIOR LISC OFFICERS' COMPENSATION ARE DOCUMENTED IN THE MINUTES OF THE MEETINGS OF THE BOARD OF DIRECTORS AT WHICH SUCH REVIEW IS CONDUCTED. LISC COMPENSATES OTHER OFFICERS AND NON-OFFICER STAFF ON THE BASIS OF JOB CLASSIFICATION, DUTIES AND RESPONSIBILITIES, AND JOB PERFORMANCE, USING COMPARABILITY DATA FOR ORGANIZATIONS SIMILAR TO LISC. LISC AIMS TO MAINTAIN COMPENSATION WHICH, IN THE AGGREGATE, IS COMPETITIVE WITH SIMILAR ORGANIZATIONS. LISC UTILIZES NATIONWIDE SALARY RANGES FOR EACH OFFICER AND NON-OFFICER POSITION AND GUIDELINES FOR ADMINISTERING SALARIES WITHIN APPLICABLE RANGES. SALARY RANGES FOR ALL OFFICER AND NON-OFFICER STAFF ARE REVIEWED PERIODICALLY BY AN OUTSIDE FIRM. THE BOARD APPROVES COMPENSATION FOR NON-SENIOR OFFICERS AND NON-OFFICER STAFF AS PART OF THE ANNUAL REVIEW PROCESS.
FORM 990, PART VI, SECTION C, LINE 19 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.
FORM 990, PART VI, SECTION B, LINE 16B - JOINT VENTURES 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.
FORM 990, PART XII, LINE 2C: THE AUDIT COMMITTEE OF THE ORGANIZATION'S BOARD OF DIRECTORS HAS RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AS WELL AS THE SELECTION OF THE INDEPENDENT ACCOUNTANT.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2018


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 Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2018
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) IMMITO LLC
501 SEVENTH AVENUE 7TH FLOOR
NEW YORK,NY10018
82-3858994
LENDING DE -1,476,761 4,467,381 LISC
 
(2) LISC LOUISIANA LOAN FUND LLC
501 SEVENTH AVENUE 7TH FLOOR
NEW YORK,NY10018
20-8539633
FINANCING NY 41,000 740,122 LISC
 
(3) NEIGHBORHOOD PROPERTIES LLC
501 SEVENTH AVENUE 7TH FLOOR
NEW YORK,NY10018
26-3674004
ASSET MGMT. NY 60,744 1,528,955 LISC
 
(4) NEW MARKETS SUPPORT COMPANY LLC
10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
13-4251148
TAX CREDITS DE 6,772,759 8,553,995 LISC
 
(5) RESILIENCE AND RECOVERY NETWORK LLC
501 SEVENTH AVENUE 7TH FLOOR
NEW YORK,NY10018
ASSET MGMT. TX 54,710 210,542 LISC
 


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)LOCAL INITIATIVES MANAGED ASSET CORP
501 SEVENTH AVENUE 7TH FLOOR

NEW YORK,NY10018
11-2848981
COMMUNITY DEVELOPMENT NY 501(C)(3) LINE 10 LISC
 
Yes
 
(2)NATIONAL EQUITY FUND
10 S RIVERSIDE PLAZE SUITE 1

CHICAGO,IL60606
36-3490231
COMMUNITY DEVELOPMENT IL 501(C)(4) N/A LISC
 
Yes
 
(3)NEF COMMUNITY INVESTMENTS INC
10 S RIVERSIDE PLAZE SUITE 1

CHICAGO,IL60606
36-4229337
LOW INCOME HOUSING IL 501(C)(4) N/A NEF INC
 
 
No
(4)NEW YORK EQUITY FUND INC
10 S RIVERSIDE PLAZE SUITE 1

CHICAGO,IL60606
36-4041986
LOW INCOME HOUSING IL 501(C)(4) N/A NEF INC
 
 
No
(5)OREGON CORP FOR AFFORDABLE HOUSING
10 S RIVERSIDE PLAZE SUITE 1

CHICAGO,IL60606
93-1113844
LOW INCOME HOUSING OR 501(C)(3) LINE 10 NEF INC
 
 
No
(6)THE RETAIL INITIATIVES INC
501 SEVENTH AVENUE 7TH FLOOR

NEW YORK,NY10018
13-3690780
COMMUNITY DEVELOPMENT NY 501(C)(3) LINE 10 LISC
 
Yes
 


For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
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) ACD MIDWEST FUND I LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
36-4849878
LOW INCOME HOUSING IL N/A
                 
(2) ALSTON LAKE LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
20-0740773
LOW INCOME HOUSING SC N/A
                 
(3) BANC OF AMERICA CHIF II LLC

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
20-0296106
LOW INCOME HOUSING DE N/A
                 
(4) BANC OF AMERICA CHIF III LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
20-3697681
LOW INCOME HOUSING DE N/A
                 
(5) BANK OF AMERICA CHIF IV LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
26-1851404
LOW INCOME HOUSING DE N/A
                 
(6) BANK OF AMERICA CHIF VI LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
27-3402632
LOW INCOME HOUSING DE N/A
                 
(7) BANK OF AMERICA CHIF VII LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
90-0885709
LOW INCOME HOUSING IL N/A
                 
(8) BANK OF AMERICA CHIF VIII LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
30-0829863
LOW INCOME HOUSING IL N/A
                 
(9) BANK OF AMERICA CHIF IX LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
38-3979094
LOW INCOME HOUSING IL N/A
                 
(10) BANK OF AMERICA CHIF X LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
30-1011322
LOW INCOME HOUSING IL N/A
                 
(11) BELLE HAVEN LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
20-3927517
LOW INCOME HOUSING MN N/A
                 
(12) CALIFORNIA EQUITY FUND 2002 LLC

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
94-3427611
LOW INCOME HOUSING DE N/A
                 
(13) CALIFORNIA EQUITY FUND 2003 LLC

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
20-0233867
LOW INCOME HOUSING DE N/A
                 
(14) CALIFORNIA EQUITY FUND 2004 LLC

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
20-1384513
LOW INCOME HOUSING DE N/A
                 
(15) CALIFORNIA EQUITY FUND 2013 LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
61-1695178
LOW INCOME HOUSING DE N/A
                 
(16) CALIFORNIA EQUITY FUND 2014 LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
35-2484320
LOW INCOME HOUSING IL N/A
                 
(17) CALIFORNIA EQUITY FUND 2015 LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
61-1756884
LOW INCOME HOUSING IL N/A
                 
(18) CALIFORNIA EQUITY FUND 2016 LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
81-1109151
LOW INCOME HOUSING IL N/A
                 
(19) CALIFORNIA EQUITY FUND 2017 LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
37-1849245
LOW INCOME HOUSING IL N/A
                 
(20) CALIFORNIA EQUITY FUND 2018 LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
82-4072163
LOW INCOME HOUSING IL N/A
                 
(21) CATHAY SHARED INVESTMENT FUND I LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
37-1761153
LOW INCOME HOUSING IL N/A
                 
(22) CATHAY SHARED INVESTMENT FUND II LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
35-2562487
LOW INCOME HOUSING IL N/A
                 
(23) CATHAY SHARED INVESTMENT FUND III LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
32-0534451
LOW INCOME HOUSING IL N/A
                 
(24) CHICAGO EQUITY FUND 2000 LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
36-4325575
LOW INCOME HOUSING IL N/A
                 
(25) CHICAGO EQUITY FUND 2001 LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
36-4416840
LOW INCOME HOUSING IL N/A
                 
(26) CHICAGO EQUITY FUND 2002 LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
30-0066665
LOW INCOME HOUSING IL N/A
                 
(27) CHICAGO EQUITY FUND 2003 LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
30-0149138
LOW INCOME HOUSING IL N/A
                 
(28) CHICAGO EQUITY FUND 2004 LLC

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
32-0106888
LOW INCOME HOUSING IL N/A
                 
(29) CIBC BANK USA AFFORDABLE HOUSING

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
37-1841929
LOW INCOME HOUSING IL N/A
                 
(30) CITIGROUP CCDE INVESTMENT FUND

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
36-4425650
LOW INCOME HOUSING DE N/A
                 
(31) COVINGTON INVESTMENT FUND LLC

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
27-1490747
LOW INCOME HOUSING DE N/A
                 
(32) CRESCENT COMMUNITY INVESTMENT FUND LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
26-0859985
LOW INCOME HOUSING DE N/A
                 
(33) FIFTH THIRD INVESTMENT FUND LLC

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
94-3427804
LOW INCOME HOUSING DE N/A
                 
(34) FNBC LEASING INVESTMENT FUND LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
20-5046285
LOW INCOME HOUSING DE N/A
                 
(35) FOUR EIGHTY-ONE HOUSING INVESTMENT FUND

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
27-0711050
LOW INCOME HOUSING IL N/A
                 
(36) FOUR EIGHTY-ONE HOUSING INVESTMENT FUND III

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
90-0929576
LOW INCOME HOUSING DE N/A
                 
(37) FOUR EIGHTY-ONE HOUSING INVESTMENT FUND II

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
45-3754747
LOW INCOME HOUSING DE N/A
                 
(38) FOUR EIGHTY-ONE HOUSING INVESTMENT FUND IV

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
32-0449544
LOW INCOME HOUSING IL N/A
                 
(39) FOUR EIGHTY-ONE HOUSING INVESTMENT FUND V

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
37-1895553
LOW INCOME HOUSING IL N/A
                 
(40) GS-NYEF 2009 LLC

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
27-1086070
LOW INCOME HOUSING DE N/A
                 
(41) HAWAII AFFORDABLE HOUSING FUND I LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
30-0966297
LOW INCOME HOUSING IL N/A
                 
(42) HARBOR VIEW PHASE I

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
56-2281877
LOW INCOME HOUSING DE N/A
                 
(43) HILLCREST COMMONS LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
20-0433943
LOW INCOME HOUSING DE N/A
                 
(44) HOMESTEAD EQUITY FND III PROPRERTY FUND LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
76-0720406
LOW INCOME HOUSING OR N/A
                 
(45) HOMESTEAD EQUITY FUND A-OREGON LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
93-1309851
LOW INCOME HOUSING OR N/A
                 
(46) HOMESTEAD EQUITY FUND A-WASHINGTON LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
93-1309850
LOW INCOME HOUSING OR N/A
                 
(47) HOMESTEAD EQUITY FUND B-OREGON LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
74-3068676
LOW INCOME HOUSING OR N/A
                 
(48) HOMESTEAD EQUITY FUND II LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
93-1305114
LOW INCOME HOUSING OR N/A
                 
(49) HOMESTEAD EQUITY FUND III LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
26-0018664
LOW INCOME HOUSING OR N/A
                 
(50) HOMESTEAD EQUITY FUND IV LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
72-1552615
LOW INCOME HOUSING OR N/A
                 
(51) HOMESTEAD EQUITY FUND V LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
20-0912383
LOW INCOME HOUSING OR N/A
                 
(52) HOMESTEAD EQUITY FUND VI LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
20-3624501
LOW INCOME HOUSING OR N/A
                 
(53) HOMESTEAD EQUITY FUND VII LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
26-0796373
LOW INCOME HOUSING OR N/A
                 
(54) HOMESTEAD EQUITY FUND VIII LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
26-3897389
LOW INCOME HOUSING OR N/A
                 
(55) HOMESTEAD EQUITY FUND X LIMITED

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
38-3889070
LOW INCOME HOUSING DE N/A
                 
(56) HOMESTEAD EQUITY FUND XI LIMITED

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
90-0973765
LOW INCOME HOUSING DE N/A
                 
(57) HOMESTEAD EQUITY FUND XII LIMITED

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
38-3958343
LOW INCOME HOUSING IL N/A
                 
(58) HOMESTEAD EQUITY FUND XIII LIMITED

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
81-2165545
LOW INCOME HOUSING IL N/A
                 
(59) HOMESTEAD EQUITY FUND XIV LIMITED PARTNERSHIP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
35-2602407
LOW INCOME HOUSING IL N/A
                 
(60) HOMESTEAD EQUITY FUND XV LIMITED PARTNERSHIP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
83-0926813
LOW INCOME HOUSING IL N/A
                 
(61) HOMESTEAD NORTHERN CALIFORNIA FUND LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
20-4596836
LOW INCOME HOUSING OR N/A
                 
(62) HOMESTEAD PRESERVATION LLC

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
27-3520887
LOW INCOME HOUSING IL N/A
                 
(63) HOMESTEAD WESTERN COMMUNITIES

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
20-0912505
LOW INCOME HOUSING OR N/A
                 
(64) HORIZON VILLAGE ONE LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
20-0014388
LOW INCOME HOUSING DE N/A
                 
(65) IMANI NEIGHBORHOOD REVITALIZATION PARTNERS LLC

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
80-0081682
LOW INCOME HOUSING VA N/A
                 
(66) JP MORGAN CHASE LOW-INCOME HF LLC

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
36-4406946
LOW INCOME HOUSING DE N/A
                 
(67) KEY CDC INVESTMENT FUND LLC

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
95-4893445
LOW INCOME HOUSING DE N/A
                 
(68) KEY USA INVESTMENT FUND LLC

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
95-4893448
LOW INCOME HOUSING DE N/A
                 
(69) MAURY SENIOR RETIREMENT

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
54-1984348
LOW INCOME HOUSING VA N/A
                 
(70) METLIFE INVESTMENT FUND LLC

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
36-4426157
LOW INCOME HOUSING DE N/A
                 
(71) MLI INVESTMENT FUND II LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
26-2554858
LOW INCOME HOUSING DE N/A
                 
(72) MS CTR FUND I LLC

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
36-4860774
LOW INCOME HOUSING IL N/A
                 
(73) MS CTR FUND II LLC

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
32-0530821
LOW INCOME HOUSING IL N/A
                 
(74) MS SHARED INVESTMENT FUND I LLC

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
27-1490797
LOW INCOME HOUSING DE N/A
                 
(75) MS SINGLE INVESTOR FUND I LLC

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
27-1499871
LOW INCOME HOUSING DE N/A
                 
(76) MS SINGLE INVESTOR FUND II LLC

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
90-0859804
LOW INCOME HOUSING IL N/A
                 
(77) MS SINGLE INVESTOR FUND III LLC

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
35-2458273
LOW INCOME HOUSING IL N/A
                 
(78) MS SINGLE INVESTOR FUND IV LLC

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
61-1790691
LOW INCOME HOUSING DE N/A
                 
(79) MS SINGLE INVESTOR FUND V LLC

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
32-0531589
LOW INCOME HOUSING IL N/A
                 
(80) NAHIF XVII - NEF LLC

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
90-6061443
LOW INCOME HOUSING DE N/A
                 
(81) NAHIF XX - NEF LLC

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
20-1651241
LOW INCOME HOUSING DE N/A
                 
(82) NATIONAL AFFORDABLE HOUSING FUND I LP INC

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
26-1177748
LOW INCOME HOUSING DE N/A
                 
(83) NATIONAL AFFORDABLE HOUSING INV XIV - NEF

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
20-0690738
LOW INCOME HOUSING DE N/A
                 
(84) NATIONAL CITY INVESTMENT FUND

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
95-4893437
LOW INCOME HOUSING DE N/A
                 
(85) NATIONAL EQUITY FUND 1994 LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
36-3958151
LOW INCOME HOUSING DE N/A
                 
(86) NATIONAL EQUITY FUND 1996 LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
36-4094851
LOW INCOME HOUSING DE N/A
                 
(87) NATIONAL EQUITY FUND 1996 SERIES II LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
36-4097771
LOW INCOME HOUSING DE N/A
                 
(88) NATIONAL EQUITY FUND 1997 LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
36-4188807
LOW INCOME HOUSING DE N/A
                 
(89) NATIONAL EQUITY FUND 1997 SERIES II LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
36-4192679
LOW INCOME HOUSING DE N/A
                 
(90) NATIONAL EQUITY FUND 1999 LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
36-4262821
LOW INCOME HOUSING DE N/A
                 
(91) NATIONAL EQUITY FUND 1999 SERIES LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
36-4284872
LOW INCOME HOUSING DE N/A
                 
(92) NATIONAL EQUITY FUND 2000 LLC

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
36-4373745
LOW INCOME HOUSING DE N/A
                 
(93) NATIONAL EQUITY FUND 2001 LLC

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
36-4437162
LOW INCOME HOUSING DE N/A
                 
(94) NATIONAL EQUITY FUND 2002 LLC

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
75-3045298
LOW INCOME HOUSING DE N/A
                 
(95) NATIONAL EQUITY FUND 2003 LLC

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
20-0083344
LOW INCOME HOUSING DE N/A
                 
(96) NATIONAL EQUITY FUND 2004 LLC

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
20-1909507
LOW INCOME HOUSING DE N/A
                 
(97) NATIONAL EQUITY FUND 2005 LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
20-3052057
LOW INCOME HOUSING DE N/A
                 
(98) NATIONAL EQUITY FUND 2006 LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
20-4587136
LOW INCOME HOUSING DE N/A
                 
(99) NATIONAL EQUITY FUND 2006 SERIES II LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
20-5575038
LOW INCOME HOUSING DE N/A
                 
(100) NATIONAL EQUITY FUND 2007 LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
20-8189381
LOW INCOME HOUSING DE N/A
                 
(101) NATIONAL EQUITY FUND 2007 SERIES II LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
20-8864796
LOW INCOME HOUSING DE N/A
                 
(102) NATIONAL EQUITY FUND 2008 LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
26-1775928
LOW INCOME HOUSING DE N/A
                 
(103) NATIONAL EQUITY FUND 2008 SERIES II LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
26-2740220
LOW INCOME HOUSING DE N/A
                 
(104) NATIONAL EQUITY FUND 2009 LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
26-4818735
LOW INCOME HOUSING DE N/A
                 
(105) NATIONAL EQUITY FUND 2011 INV FUND LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
45-2642927
LOW INCOME HOUSING IL N/A
                 
(106) NATIONAL EQUITY FUND 2011 LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
45-3062097
LOW INCOME HOUSING IL N/A
                 
(107) NATIONAL EQUITY FUND 2012 LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
90-0808241
LOW INCOME HOUSING IL N/A
                 
(108) NATIONAL EQUITY FUND 2013 LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
90-0937028
LOW INCOME HOUSING IL N/A
                 
(109) NATIONAL EQUITY FUND 2014 LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
61-1735239
LOW INCOME HOUSING IL N/A
                 
(110) NATIONAL EQUITY FUND 2017 LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
32-0532621
LOW INCOME HOUSING IL N/A
                 
(111) NATIONAL EQUITY FUND 2018 LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
83-0825854
LOW INCOME HOUSING IL N/A
                 
(112) NEF AFFORD HOUS INVST FUND LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
27-0719219
LOW INCOME HOUSING DE N/A
                 
(113) NEF AFFORD HOUS INVST FUND II

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
27-2395998
LOW INCOME HOUSING DE N/A
                 
(114) NEF AFFORDABLE HOUSING INV FUND III LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
45-1682803
LOW INCOME HOUSING DE N/A
                 
(115) NEF CAPITAL ONE INVESTMENT FUND

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
90-0843727
LOW INCOME HOUSING IL N/A
                 
(116) NEF CHICAGO WEST TOWN FUND LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
38-4026337
LOW INCOME HOUSING IL N/A
                 
(117) NEF COMMUNITY INVESTMENT FUND LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
36-4406954
LOW INCOME HOUSING DE N/A
                 
(118) NEF COMMUNITY INVESTMENT FUND II LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
20-1309458
LOW INCOME HOUSING DE N/A
                 
(119) NEF COMPASS SHARED INVESTMENT I LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
30-0848864
LOW INCOME HOUSING IL N/A
                 
(120) NEF ENCANTO POINTE MIDDLE TIER FUND LLC

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
45-3343607
LOW INCOME HOUSING IL N/A
                 
(121) NEF FIRST NIAGARA INVESTMENT FUND LLC

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
45-2756618
LOW INCOME HOUSING IL N/A
                 
(122) NEF FRE AFFORDABLE HOUSING FUND LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
37-1908305
LOW INCOME HOUSING IL N/A
                 
(123) NEF HEARTLAND FUND LLC

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
20-0083309
LOW INCOME HOUSING DE N/A
                 
(124) NEF INVESTMENT PARTNERS FUND I LLC

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
27-0186285
LOW INCOME HOUSING DE N/A
                 
(125) NEF INVESTMENT PARTNERS FUND II LLC

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
27-2772231
LOW INCOME HOUSING IL N/A
                 
(126) NEF INVESTMENT PARTNERS FUND III LLC

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
45-3343649
LOW INCOME HOUSING IL N/A
                 
(127) NEF INVESTMENT PARTNERS FUND IV LLC

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
61-1686144
LOW INCOME HOUSING IL N/A
                 
(128) NEF INVESTMENT PARTNERS FUND V LLC

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
35-2504836
LOW INCOME HOUSING IL N/A
                 
(129) NEF INVESTMENT PARTNERS FUND VI LLC

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
38-3971141
LOW INCOME HOUSING IL N/A
                 
(130) NEF INVESTMENT PARTNERS FUND VII LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
37-1804681
LOW INCOME HOUSING IL N/A
                 
(131) NEF KEY SHARED INVESTMENT FUND

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
30-0877385
LOW INCOME HOUSING IL N/A
                 
(132) NEF NATIONAL COMMUNITY INV FUND II LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
45-1167950
LOW INCOME HOUSING DE N/A
                 
(133) NEF NATIONAL COMMUNITY INV FUND III LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
38-3939169
LOW INCOME HOUSING IL N/A
                 
(134) NEF NEIGHBORDHOOD REVITALIZATION FUND I LLC

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
27-0186322
LOW INCOME HOUSING DE N/A
                 
(135) NEF NEIGHBORDHOOD REVITALIZATION FUND II LLC

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
27-4033192
LOW INCOME HOUSING DE N/A
                 
(136) NEF NEW YORK SPECIAL TAX CREDIT 2009 LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
27-0365747
LOW INCOME HOUSING DE N/A
                 
(137) NEF NEW YORK SPECIAL TAX CREDIT 2016 LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
36-4843279
LOW INCOME HOUSING IL N/A
                 
(138) NEF ORCHARD WESTCHASE MIDDLE TIER FD LLC

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
45-3343435
LOW INCOME HOUSING IL N/A
                 
(139) NEF PRESERVATION FUND I LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
32-0456396
LOW INCOME HOUSING IL N/A
                 
(140) NEF PRESERVATION FUND II LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
30-0995844
LOW INCOME HOUSING DE N/A
                 
(141) NEF PRESERVATION MORTGAGE LOAN FUND I LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
61-1850207
LOW INCOME HOUSING DE N/A
                 
(142) COMMUNITY COLLABORATIVE AFFORDABLE HOUSING PRESERVATION FUND LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
32-0555226
LOW INCOME HOUSING DE N/A
                 
(143) NEF RBS CITIZENS INVESTMENT FUND I LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
90-1021547
LOW INCOME HOUSING IL N/A
                 
(144) NEF REGIONAL FUND I - CHICAGO

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
80-0944868
LOW INCOME HOUSING IL N/A
                 
(145) NEF REGIONAL FUND II - FLORIDA

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
32-0421685
LOW INCOME HOUSING IL N/A
                 
(146) NEF REGIONAL FUND IV - NORTHEAST LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
38-3926967
LOW INCOME HOUSING IL N/A
                 
(147) NEF REGIONAL FUND V - CHICAGO

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
36-4792159
LOW INCOME HOUSING IL N/A
                 
(148) NEF REGIONAL FUND VII - CHICAGO

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
35-2532766
LOW INCOME HOUSING IL N/A
                 
(149) NEF REGIONAL FUND VIII - CHICAGO

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
81-2158194
LOW INCOME HOUSING IL N/A
                 
(150) NEF REGIONAL FUND IX - TEXAS LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
81-2699717
LOW INCOME HOUSING IL N/A
                 
(151) NEF SECONDARY II - CALIFORNIA

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
81-3689637
LOW INCOME HOUSING IL N/A
                 
(152) NEF 2018 TEXAS REGIONAL FUND LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
83-0850442
LOW INCOME HOUSING IL N/A
                 
(153) NEF FLORIDA AFFORDABLE HOUSING FUND LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
82-5019383
LOW INCOME HOUSING IL N/A
                 
(154) NEF NEW YORK REGIONAL FUND LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
35-2608095
LOW INCOME HOUSING IL N/A
                 
(155) NEF STCC AFFORDABLE HOUSING FUND I LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
36-4808360
LOW INCOME HOUSING IL N/A
                 
(156) NEF WEBSTER LIHTC FUND I LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
35-2534716
LOW INCOME HOUSING DE N/A
                 
(157) NEW YORK EQUITY FUND 1989 LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
36-3680405
LOW INCOME HOUSING NY N/A
                 
(158) NEW YORK EQUITY FUND 1990 LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
36-3744662
LOW INCOME HOUSING NY N/A
                 
(159) NEW YORK EQUITY FUND 1993 LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
36-3924008
LOW INCOME HOUSING NY N/A
                 
(160) NEW YORK EQUITY FUND 1994 LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
36-3970081
LOW INCOME HOUSING NY N/A
                 
(161) NEW YORK EQUITY FUND 1995 LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
36-4033218
LOW INCOME HOUSING NY N/A
                 
(162) NEW YORK EQUITY FUND 1995 SERIES II LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
36-4047569
LOW INCOME HOUSING NY N/A
                 
(163) NEW YORK EQUITY FUND 2000 LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
36-4187874
LOW INCOME HOUSING NY N/A
                 
(164) NEW YORK EQUITY FUND 2000 SERIES II LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
36-4190655
LOW INCOME HOUSING NY N/A
                 
(165) NEW YORK EQUITY FUND 2001 LLC

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
36-4402575
LOW INCOME HOUSING DE N/A
                 
(166) NEW YORK EQUITY FUND 2002 LLC

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
72-1536444
LOW INCOME HOUSING DE N/A
                 
(167) NEW YORK EQUITY FUND 2003 LLC

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
20-0335458
LOW INCOME HOUSING DE N/A
                 
(168) NEW YORK EQUITY FUND 2004 LLC

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
80-0132471
LOW INCOME HOUSING DE N/A
                 
(169) NEW YORK EQUITY FUND 2005 LLC

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
20-3760899
LOW INCOME HOUSING DE N/A
                 
(170) NEW YORK EQUITY FUND 2006 LLC

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
20-5705331
LOW INCOME HOUSING DE N/A
                 
(171) NEW YORK EQUITY FUND 2008 LLC

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
26-2775151
LOW INCOME HOUSING DE N/A
                 
(172) NEWARK COMMUNITY INVESTMENT FUND

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
36-4424438
LOW INCOME HOUSING DE N/A
                 
(173) NORTHERN CALIFORNIA INVESTMENT FUND I LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
45-3077326
LOW INCOME HOUSING DE N/A
                 
(174) NORTHERN CALIFORNIA INVESTMENT FUND II LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
35-2511685
LOW INCOME HOUSING IL N/A
                 
(175) NORTHERN CALIFORNIA INVESTMENT FUND III LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
83-0989214
LOW INCOME HOUSING IL N/A
                 
(176) NYC DISTRESSED MULTIFAMILY HSG I LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
32-0417959
LOW INCOME HOUSING DE N/A
                 
(177) NYC DISTRESSED MULTIFAMILY HOUSING FUND II LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
81-4413884
LOW INCOME HOUSING DE N/A
                 
(178) PRESERVATION INVESTMENT FUND LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
30-0880537
LOW INCOME HOUSING IL N/A
                 
(179) ONE ECONOMY FUND I LLC

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
20-2660021
LOW INCOME HOUSING DE N/A
                 
(180) OREGON EQUITY FUND II LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
93-1169181
LOW INCOME HOUSING OR N/A
                 
(181) PRESERVATION LLC

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
20-5160740
LOW INCOME HOUSING DE N/A
                 
(182) STANDARD FUND I LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
45-2066675
LOW INCOME HOUSING DE N/A
                 
(183) STATE FARM GOOD NEIGHBOR FUND LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
27-1973833
LOW INCOME HOUSING DE N/A
                 
(184) STERLING NATIONAL BANK AFFORDABLE HOUSING

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
35-2611296
LOW INCOME HOUSING IL N/A
                 
(185) ST JOHNS AVENUE ONE LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
36-0060542
LOW INCOME HOUSING SC N/A
                 
(186) TD BANKNORTH HOUSING INVESTMENT

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
20-4417284
LOW INCOME HOUSING DE N/A
                 
(187) THE LA QUINTA EQUITY FUND LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
26-2400960
LOW INCOME HOUSING DE N/A
                 
(188) TIPSON ROAD APARTMENTS LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
51-0430350
LOW INCOME HOUSING SC N/A
                 
(189) UNIVERSITY DALE APARTMENTS LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
20-1389113
LOW INCOME HOUSING MN N/A
                 
(190) US AFFORDABLE HOUSING CIF II LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
20-4417160
LOW INCOME HOUSING DE N/A
                 
(191) US AFFORDABLE HOUSING CIF LLC

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
94-3414697
LOW INCOME HOUSING DE N/A
                 
(192) WASHINGTON MUTUAL CIF LLC

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
36-4419044
LOW INCOME HOUSING DE N/A
                 
(193) WFCIH INVESTMENT FUND I LLC

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
27-2007684
LOW INCOME HOUSING DE N/A
                 
(194) WFCIH INVESTMENT FUND II LLC

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
27-5558178
LOW INCOME HOUSING DE N/A
                 
(195) WFCIH INVESTMENT FUND III LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
38-3968675
LOW INCOME HOUSING IL N/A
                 
(196) WINTRUST COMMUNITY INVESTMENT

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
27-2440641
LOW INCOME HOUSING DE N/A
                 
(197) CHAPIN HOUSING LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
52-2324692
LOW INCOME HOUSING DC N/A
                 
(198) EUCLID HOUSING LP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
52-2324688
LOW INCOME HOUSING DC N/A
                 
(199) NEW MARKETS INVESTMENT 61 LLC

168 N CLINTON ST
CHICAGO,IL60661
26-3667884
COMMUNITY DEV DE N/A
                 
(200) NEW MARKETS INVESTMENT 64 LLC

168 N CLINTON ST
CHICAGO,IL60661
26-3668030
COMMUNITY DEV DE N/A
                 
(201) NEW MARKETS INVESTMENT 67 LLC

168 N CLINTON ST
CHICAGO,IL60661
45-3279307
COMMUNITY DEV DE N/A
                 
(202) NEW MARKETS INVESTMENT 68 LLC

168 N CLINTON ST
CHICAGO,IL60661
45-3279651
COMMUNITY DEV DE N/A
                 
(203) NEW MARKETS INVESTMENT 69 LLC

168 N CLINTON ST
CHICAGO,IL60661
45-3279761
COMMUNITY DEV DE N/A
                 
(204) NEW MARKETS INVESTMENT 70 LLC

168 N CLINTON ST
CHICAGO,IL60661
45-3279832
COMMUNITY DEV DE N/A
                 
(205) NEW MARKETS INVESTMENT 71 LLC

168 N CLINTON ST
CHICAGO,IL60661
45-3279898
COMMUNITY DEV DE N/A
                 
(206) NEW MARKETS INVESTMENT 72 LLC

168 N CLINTON ST
CHICAGO,IL60661
45-3971018
COMMUNITY DEV DE N/A
                 
(207) NEW MARKETS INVESTMENT 73 LLC

168 N CLINTON ST
CHICAGO,IL60661
45-3971311
COMMUNITY DEV DE N/A
                 
(208) NEW MARKETS INVESTMENT 74 LLC

168 N CLINTON ST
CHICAGO,IL60661
45-3971382
COMMUNITY DEV DE N/A
                 
(209) NEW MARKETS INVESTMENT 75 LLC

168 N CLINTON ST
CHICAGO,IL60661
45-3971476
COMMUNITY DEV DE N/A
                 
(210) NEW MARKETS INVESTMENT 76 LLC

168 N CLINTON ST
CHICAGO,IL60661
45-3971577
COMMUNITY DEV DE N/A
                 
(211) NEW MARKETS INVESTMENT 77 LLC

168 N CLINTON ST
CHICAGO,IL60661
45-3970628
COMMUNITY DEV DE N/A
                 
(212) NEW MARKETS INVESTMENT 78 LLC

168 N CLINTON ST
CHICAGO,IL60661
45-3980698
COMMUNITY DEV DE N/A
                 
(213) NEW MARKETS INVESTMENT 79 LLC

168 N CLINTON ST
CHICAGO,IL60661
45-3980767
COMMUNITY DEV DE N/A
                 
(214) NEW MARKETS INVESTMENT 80 LLC

168 N CLINTON ST
CHICAGO,IL60661
46-0669356
COMMUNITY DEV DE N/A
                 
(215) NEW MARKETS INVESTMENT 81 LLC

168 N CLINTON ST
CHICAGO,IL60661
46-0671920
COMMUNITY DEV DE N/A
                 
(216) NEW MARKETS INVESTMENT 82 LLC

168 N CLINTON ST
CHICAGO,IL60661
46-0682374
COMMUNITY DEV DE N/A
                 
(217) NEW MARKETS INVESTMENT 83 LLC

168 N CLINTON ST
CHICAGO,IL60661
46-0691987
COMMUNITY DEV DE N/A
                 
(218) NEW MARKETS INVESTMENT 84 LLC

168 N CLINTON ST
CHICAGO,IL60661
46-0704978
COMMUNITY DEV DE N/A
                 
(219) NEW MARKETS INVESTMENT 85 LLC

168 N CLINTON ST
CHICAGO,IL60661
46-0711358
COMMUNITY DEV DE N/A
                 
(220) NEW MARKETS INVESTMENT 87 LLC

168 N CLINTON ST
CHICAGO,IL60661
46-5312921
COMMUNITY DEV DE N/A
                 
(221) NEW MARKETS INVESTMENT 88 LLC

168 N CLINTON ST
CHICAGO,IL60661
46-5325114
COMMUNITY DEV DE N/A
                 
(222) NEW MARKETS INVESTMENT 89 LLC

168 N CLINTON ST
CHICAGO,IL60661
46-5341901
COMMUNITY DEV DE N/A
                 
(223) NEW MARKETS INVESTMENT 90 LLC

168 N CLINTON ST
CHICAGO,IL60661
46-5351645
COMMUNITY DEV DE N/A
                 
(224) NEW MARKETS INVESTMENT 91 LLC

168 N CLINTON ST
CHICAGO,IL60661
46-5364281
COMMUNITY DEV DE N/A
                 
(225) NEW MARKETS INVESTMENT 92 LLC

168 N CLINTON ST
CHICAGO,IL60661
47-3783527
COMMUNITY DEV DE N/A
                 
(226) NEW MARKETS INVESTMENT 93 LLC

168 N CLINTON ST
CHICAGO,IL60661
47-3791775
COMMUNITY DEV DE N/A
                 
(227) NEW MARKETS INVESTMENT 94 LLC

168 N CLINTON ST
CHICAGO,IL60661
47-3808700
COMMUNITY DEV DE N/A
                 
(228) NEW MARKETS INVESTMENT 95 LLC

168 N CLINTON ST
CHICAGO,IL60661
47-3819046
COMMUNITY DEV DE N/A
                 
(229) NEW MARKETS INVESTMENT 97 LLC

168 N CLINTON ST
CHICAGO,IL60661
47-3850210
COMMUNITY DEV DE N/A
                 
(230) NEW MARKETS INVESTMENT 98 LLC

168 N CLINTON ST
CHICAGO,IL60661
47-3858415
COMMUNITY DEV DE N/A
                 
(231) NEW MARKETS INVESTMENT 99 LLC

168 N CLINTON ST
CHICAGO,IL60661
47-3871365
COMMUNITY DEV DE N/A
                 
(232) NEW MARKETS INVESTMENT 100 LLC

168 N CLINTON ST
CHICAGO,IL60661
47-3884222
COMMUNITY DEV DE N/A
                 
(233) NEW MARKETS INVESTMENT 101 LLC

168 N CLINTON ST
CHICAGO,IL60661
81-1807909
COMMUNITY DEV DE N/A
                 
(234) NEW MARKETS INVESTMENT 102 LLC

168 N CLINTON ST
CHICAGO,IL60661
81-1826980
COMMUNITY DEV DE N/A
                 
(235) NEW MARKETS INVESTMENT 103 LLC

168 N CLINTON ST
CHICAGO,IL60661
81-1840816
COMMUNITY DEV DE N/A
                 
(236) NEW MARKETS INVESTMENT 104 LLC

168 N CLINTON ST
CHICAGO,IL60661
81-1862505
COMMUNITY DEV DE N/A
                 
(237) NEW MARKETS INVESTMENT 105 LLC

168 N CLINTON ST
CHICAGO,IL60661
81-1868955
COMMUNITY DEV DE N/A
                 
(238) NEW MARKETS INVESTMENT 107 LLC

168 N CLINTON ST
CHICAGO,IL60661
81-1909068
COMMUNITY DEV DE N/A
                 
(239) NEW MARKETS INVESTMENT 108 LLC

168 N CLINTON ST
CHICAGO,IL60661
81-1933703
COMMUNITY DEV DE N/A
                 
(240) NEW MARKETS INVESTMENT 109 LLC

168 N CLINTON ST
CHICAGO,IL60661
81-1991970
COMMUNITY DEV DE N/A
                 
(241) NEW MARKETS INVESTMENT 110 LLC

168 N CLINTON ST
CHICAGO,IL60661
81-2000196
COMMUNITY DEV DE N/A
                 
(242) NEW MARKETS INVESTMENT 111 LLC

168 N CLINTON ST
CHICAGO,IL60661
81-2018542
COMMUNITY DEV DE N/A
                 
(243) NEW MARKETS INVESTMENT 113 LLC

168 N CLINTON ST
CHICAGO,IL60661
82-1425915
COMMUNITY DEV DE N/A
                 
(244) NEW MARKETS INVESTMENT 115 LLC

168 N CLINTON ST
CHICAGO,IL60661
82-1444509
COMMUNITY DEV DE N/A
                 
(245) NEW MARKETS INVESTMENT 116 LLC

168 N CLINTON ST
CHICAGO,IL60661
82-1462161
COMMUNITY DEV DE N/A
                 
(246) NEW MARKETS INVESTMENT 117 LLC

168 N CLINTON ST
CHICAGO,IL60661
82-1478656
COMMUNITY DEV DE N/A
                 
(247) NEW MARKETS INVESTMENT 118 LLC

168 N CLINTON ST
CHICAGO,IL60661
82-1495537
COMMUNITY DEV DE N/A
                 
(248) NEW MARKETS INVESTMENT 119 LLC

168 N CLINTON ST
CHICAGO,IL60661
82-1510156
COMMUNITY DEV DE N/A
                 
(249) NEW MARKETS INVESTMENT 120 LLC

168 N CLINTON ST
CHICAGO,IL60661
82-1528256
COMMUNITY DEV DE N/A
                 
(250) NEW MARKETS INVESTMENT 121 LLC

168 N CLINTON ST
CHICAGO,IL60661
82-1545938
COMMUNITY DEV DE N/A
                 
(251) NEW MARKETS INVESTMENT 122 LLC

168 N CLINTON ST
CHICAGO,IL60661
82-1558629
COMMUNITY DEV DE N/A
                 
(252) NEW MARKETS INVESTMENT 123 LLC

168 N CLINTON ST
CHICAGO,IL60661
82-1574081
COMMUNITY DEV DE N/A
                 
(253) NEW MARKETS INVESTMENT 124 LLC

168 N CLINTON ST
CHICAGO,IL60661
82-1587988
COMMUNITY DEV DE N/A
                 
(254) BOA FCE INVESTMENT FUND LLC

168 N CLINTON ST
CHICAGO,IL60661
45-4940840
COMMUNITY DEV DE N/A
                 
(255) BOA GOODWILL CHARLOTTE INVESTMENT FUND

168 N CLINTON ST
CHICAGO,IL60661
56-1762616
COMMUNITY DEV DE N/A
                 
(256) KMI INVESTMENT FUND LLC

168 N CLINTON ST
CHICAGO,IL60661
56-1762616
COMMUNITY DEV DE N/A
                 
(257) BOA RUMRILL PARK INVESTMENT FUND

168 N CLINTON ST
CHICAGO,IL60661
56-1762616
COMMUNITY DEV DE N/A
                 
(258) BOA URBAN CORPS INVESTMENT FUND

168 N CLINTON ST
CHICAGO,IL60661
56-1762616
COMMUNITY DEV DE N/A
                 
(259) BOA BARTLETT YARD INVESTMENT FUND

168 N CLINTON ST
CHICAGO,IL60661
56-1762616
COMMUNITY DEV DE N/A
                 
(260) BOA WATERFIRE INVESTMENT FUND LLC

168 N CLINTON ST
CHICAGO,IL60661
56-1762616
COMMUNITY DEV DE N/A
                 
(261) BOA ADDABBO INVESTMENT FUND LLC

168 N CLINTON ST
CHICAGO,IL60661
56-1762616
COMMUNITY DEV DE N/A
                 
(262) CHASE NMTC AVONDALE INVESTMENT

168 N CLINTON ST
CHICAGO,IL60661
36-4731461
COMMUNITY DEV DE N/A
                 
(263) CHASE NMTC LISC CHARTER SCHOOL

168 N CLINTON ST
CHICAGO,IL60661
45-0972936
COMMUNITY DEV DE N/A
                 
(264) CHASE NMTC LISC CHARTER SCHOOL

168 N CLINTON ST
CHICAGO,IL60661
80-0868715
COMMUNITY DEV DE N/A
                 
(265) CHASE NMTC BRUNSWICK INVESTMENT

168 N CLINTON ST
CHICAGO,IL60661
30-0756611
COMMUNITY DEV DE N/A
                 
(266) CHASE NMTC EMMI ROTH INVESTMENT

168 N CLINTON ST
CHICAGO,IL60661
46-0666418
COMMUNITY DEV DE N/A
                 
(267) CHASE NMTC PASEO VERDE INVESTMENT FUND

168 N CLINTON ST
CHICAGO,IL60661
45-3529801
COMMUNITY DEV DE N/A
                 
(268) NEW MARKETS COMM IMPACT FUND

168 N CLINTON ST
CHICAGO,IL60661
45-3302612
COMMUNITY DEV DE N/A
                 
(269) NMCIF PHILADELPHIA PROJECT INV

168 N CLINTON ST
CHICAGO,IL60661
46-1318422
COMMUNITY DEV DE N/A
                 
(270) OAK HILLS INVESTMENT FUND LLC

168 N CLINTON ST
CHICAGO,IL60661
46-1193805
COMMUNITY DEV DE N/A
                 
(271) CAPITOL THEATRE INVESTMENT FUND

168 N CLINTON ST
CHICAGO,IL60661
46-4094343
COMMUNITY DEV DE N/A
                 
(272) CAPITAL ACCESS FUND OF CLEVELAND

168 N CLINTON ST
CHICAGO,IL60661
81-4452390
COMMUNITY DEV DE N/A
                 
(273) FRESH FOODS INVESTMENT FUND (I

168 N CLINTON ST
CHICAGO,IL60661
47-2906384
COMMUNITY DEV DE N/A
                 
(274) HEALTHY FUTURES FQHC FINANCING LLC

168 N CLINTON ST
CHICAGO,IL60661
46-1322575
COMMUNITY DEV DE N/A
                 
(275) HEALTHY FUTURES FQHC FINANCING II

168 N CLINTON ST
CHICAGO,IL60661
81-1437841
COMMUNITY DEV DE N/A
                 
(276) JOB CREATION AND COMMUNITY REV

168 N CLINTON ST
CHICAGO,IL60661
45-2826339
COMMUNITY DEV DE N/A
                 
(277) MS NMSC EQUITY FUND LLC (MSNM

168 N CLINTON ST
CHICAGO,IL60661
46-4107516
COMMUNITY DEV DE N/A
                 
(278) PIKE PLACE MARKETFRONT IVESTMENT

168 N CLINTON ST
CHICAGO,IL60661
81-1004871
COMMUNITY DEV DE N/A
                 
(279) UPTOWN CENTER INVESTMENT FUND

168 N CLINTON ST
CHICAGO,IL60661
47-4170438
COMMUNITY DEV DE N/A
                 
(280) GRC NMTC INVESTMENT FUND LLC

168 N CLINTON ST
CHICAGO,IL60661
81-2898225
COMMUNITY DEV DE N/A
                 
(281) MARTHA'S TABLE INVESTMENT FUND

168 N CLINTON ST
CHICAGO,IL60661
82-0776271
COMMUNITY DEV DE N/A
                 
(282) GROW INDIANAPOLIS FUND LLC

168 N CLINTON ST
CHICAGO,IL60661
82-2399355
COMMUNITY DEV DE N/A
                 
(283) GOOD JOBS INVESTMENT FUND LLC

168 N CLINTON ST
CHICAGO,IL60661
82-4882566
COMMUNITY DEV DE N/A
                 
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 - CHI INC

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
27-2442712
LOW INCOME HOUSING IL N/A
C         No
(2) COMMUNITY DEVELOPMENT ADVOCATES CENTRAL

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
26-1793642
LOW INCOME HOUSING IL N/A
C         No
(3) COMMUNITY DEVELOPMENT ADVOCATES DALE INC

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
45-2281616
LOW INCOME HOUSING MN N/A
C         No
(4) COMMUNITY DEVELOPMENT ADVOCATES DC INC

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
61-1732817
LOW INCOME HOUSING IL N/A
C         No
(5) COMMUNITY DEVELOPMENT ADVOCATES EAST INC

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
26-0807410
LOW INCOME HOUSING IL N/A
C         No
(6) COMMUNITY DEVELOPMENT ADVOCATES MIDWEST

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
26-0807338
LOW INCOME HOUSING IL N/A
C         No
(7) COMMUNITY DEVELOPMENT ADVOCATES RAD

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
61-1858829
LOW INCOME HOUSING IL N/A
C         No
(8) COMMUNITY DEVELOPMENT ADVOCATES SOUTH

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
26-0807437
LOW INCOME HOUSING IL N/A
C         No
(9) COMMUNITY DEVELOPMENT ADVOCATES TCG INC

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
27-2082864
LOW INCOME HOUSING IL N/A
C         No
(10) COMMUNITY DEVELOPMENT ADVOCATES WEST INC

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
26-0807380
LOW INCOME HOUSING IL N/A
C         No
(11) COMMUNITY DEVELOPMENT ADVOCATES INC

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
36-4009754
LOW INCOME HOUSING IL N/A
C         No
(12) COMMUNITY DEVELOPMENT ADVOCATES-SNAP

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
27-2442712
LOW INCOME HOUSING GA N/A
C         No
(13) NEF ASSIGNMENT CORPORATION

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
36-4326848
LOW INCOME HOUSING IL N/A
C         No
(14) NEF COMMUNITY CAPITAL INC

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
36-4222908
LOW INCOME HOUSING IL N/A
C         No
(15) NEF DEVELOPMENT CORPORATION

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
83-0337773
LOW INCOME HOUSING IL N/A
C         No
(16) NEF SUPPORT CORPORATION

10 S RIVERSIDE PLAZA STE 1700
CHICAGO,IL60606
36-4326845
LOW INCOME HOUSING IL N/A
C         No
(17) NEW MARKETS INVESTMENT 106 LLC

168 N CLINTON ST 4TH FLOOR
CHICAGO,IL60661
81-1890795
COMMUNITY DEV. DE N/A
C         No
(18) NEW MARKETS INVESTMENT 112 LLC

168 N CLINTON ST 4TH FLOOR
CHICAGO,IL60606
81-2035515
COMMUNITY DEV. DE N/A
C         No
(19) NEW MARKETS INVESTMENT 114 LLC

168 N CLINTON ST 4TH FLOOR
CHICAGO,IL60606
82-1429642
COMMUNITY DEV. DE N/A
C         No
(20) NEW MARKETS INVESTMENT 86 LLC

168 N CLINTON ST 4TH FLOOR
CHICAGO,IL60661
46-5303240
COMMUNITY DEV. DE N/A
C         No
(21) NEW MARKETS INVESTMENT 96 LLC

168 N CLINTON ST 4TH FLOOR
CHICAGO,IL60661
47-3829370
COMMUNITY DEV. DE N/A
C         No
Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
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
Yes
 
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
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
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
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
 
No
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

A 154,289 BOOK VALUE
(2) NATIONAL EQUITY FUND

C 11,005,000 BOOK VALUE
(3) NATIONAL EQUITY FUND

D 20,000,000 BOOK VALUE
(4) NATIONAL EQUITY FUND

O 147,125 BOOK VALUE
(5) NATIONAL EQUITY FUND

P 93,609 BOOK VALUE
(6) NATIONAL EQUITY FUND

K 459,321 BOOK VALUE
(7) NATIONAL EQUITY FUND

J 154,546 BOOK VALUE
(8) NATIONAL EQUITY FUND

M 100,000 BOOK VALUE
(9) NATIONAL EQUITY FUND

M 4,561,106 BOOK VALUE
(10) NATIONAL EQUITY FUND

Q 119,772 BOOK VALUE
Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
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) 2018
Schedule R (Form 990) 2018
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) 2018

Additional Data


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