National Bank Community Development Investments Annual ... · Tucson, AZ Affordable Housing Using LIHTCs (LMI Persons) $ 10,077,879 Bank of America, National Association: Tempe Housing,

Page 1 of 100

Investment Bank PWI Investment Name Investment Target Area Investment Activity Investment Amount

Austin Bank, Texas National Association

AB Community Investment Company

Jacksonville, FL Affordable Housing (LMI Persons) $ 2,000,000

Banc of California, National Association

PCI III Preferred Equity Issuer, LLC

CAEconomic Development (LMI Persons, LMI

Areas, and Qualified Investment Under CRA)$ 10,000,000

Banc of California, National Association

California Community Reinvestment Corporation

CAAffordable Housing (LMI Persons, LMI Areas,

and Qualified Investment Under CRA)$ 1,000,000

Bank of America, National Association

Liberty Manor LHI LP Liberty Hill, TXAffordable Housing Using LIHTCs (LMI

Persons)$ 7,863,407


California Affordable Tax Credit Fund 2014, LLC

CAAffordable Housing Using LIHTCs (LMI

Persons)$ 37,500,000


Shelly's World LLC Statesville, NCAffordable Housing Using LIHTCs (LMI

Persons)$ 5,187,048


Raymond James Housing Opportunities Fund 31 L.L.C

Multi-stateAffordable Housing Using LIHTCs (LMI Persons


National Bank Community Development InvestmentsAnnual Year 2015 (January 1, 2015 - December 31, 2015)

AT-A-GLANCE CHART

The following chart lists national bank investments made through the 12 CFR 24 authority, to which the OCC responded during the annual year of 2015 (January - December). This list is alphabetically ordered by bank name.

Page 2 of 100


Downtown Motor Apartments, LLC

Tucson, AZAffordable Housing Using LIHTCs (LMI

Persons)$ 10,077,879


Tempe Housing, LLC Tempe, AZAffordable Housing Using LIHTCs (LMI

Persons)$ 12,130,138


RTH Riverway LLC Boston, MAAffordable Housing Using LIHTCs (LMI

Persons)$ 18,910,262


Merritt Community Capital Fund XVII

CAAffordable Housing Using LIHTCs (LMI Persons



189 Broadway LP Revere, MAAffordable Housing Using LIHTCs (LMI

Persons)$ 9,364,520


BOA LGH Investment Fund, LLC Lawrence, MAEconomic Development Using NMTCs (LMI

Areas)$ 4,537,000


Laguna Commons Associates, LP

Fremont, CA Affordable Housing (LMI Persons) $ 30,572,723


Tenney Place Apartments I, LLC Haverhill, MAAffordable Housing (LMI Persons and Qualified

Investment Under CRA)$ 14,936,669


Lincoln Housing Partners, LP Anaheim, CA Affordable Housing (LMI Persons) $ 22,995,993


Mercy Housing California 57, a California Limited Partnership

San Francisco, CAAffordable Housing Using LIHTCs (LMI

Persons)$ 8,228,283

Page 3 of 100


Big Tree Glen, LLC Batavia, NYAffordable Housing Using LIHTCs (LMI Persons

and LMI Areas)$ 7,739,489


55 Laguna LP, a California Limited Partnership


Persons)$ 1,417,146


2112 Monterey Road, LP San Jose, CAAffordable Housing Using LIHTCs (LMI

Persons)$ 21,536,237


Sacramento and Thomas Limited Partnership

Chicago, ILAffordable Housing Using LIHTCs (LMI

Persons)$ 11,986,455


BOALIHTC Fund XLV, LLC CA Affordable Housing (LMI Persons) $ 30,000,000


BOAUSBLIHTC Fund 2015-1, LLC

CA Affordable Housing (LMI Persons) $ 45,000,000


The Verandas of Punta Gorda, LLLP

Punta Gorda, FLAffordable Housing Using LIHTCs (LMI

Persons)$ 7,772,517


Rosewood Plaza LP, an Oregon limited partnership

Portland, ORAffordable Housing Using LIHTCs (LMI

Persons)$ 9,757,132


Palo Alto Apartments, Ltd San Antonio, TXAffordable Housing Using LIHTCs (LMI

Persons)$ 15,903,590


Shoe Shop Limited Partnership Middleborough, MAAffordable Housing Using LIHTCs (LMI

Persons)$ 8,189,842

Page 4 of 100


Cypress Place, LP Beaumont, TXAffordable Housing Using LIHTCs (LMI

Persons)$ 9,936,737


Palm Breeze Group Partners, Ltd

NationwideAffordable Housing Using LIHTCs (LMI Persons



2065 Walton Avenue Associates, LLC

Bronx, NYAffordable Housing Using LIHTCs (LMI

Persons)$ 14,902,879


VRE II, LLC Columbia, SCAffordable Housing (LMI Persons and Qualified

Investment Under CRA)$ 729,543


Atando Avenue Apartments, LLC Charlotte, NCAffordable Housing Using LIHTCs (LMI

Persons)$ 7,214,813


SKDB MT, LLC St. Louis, MOAffordable Housing (Areas Targeted for

Redevelopment)$ 9,150,000


ICVN Age Restricted LLC Duxbury, MAAffordable Housing Using LIHTCs (LMI

Persons)$ 27,259,058


WCH Limited Partnership NationwideAffordable Housing Using LIHTCs (LMI Persons



Pier 70 San Francisco, CAEconomic Development (Areas Targeted for Redevelopment and Qualified Investment

Under CRA)$ 4,573,035


Heritage Park Group Partners, Ltd.

Kissimmee, FLEconomic Development (LMI Persons and

Qualified Investment Under CRA)$ 5,202,273

Page 5 of 100


Landstar Park Group Partners, Ltd

Orlando, FLAffordable Housing Using LIHTCs (LMI

Persons)$ 11,962,105


Elton Crossings, LP New York, NYAffordable Housing Using LIHTCs (LMI Persons



Northwest Properties V, Ltd. Fort Lauderdale, FLAffordable Housing Using LIHTCs (LMI

Persons)$ 12,571,467


Station Partners Urban Renewal, LP

Orange, NJAffordable Housing Using LIHTCs (LMI

Persons)$ 1,011,903


REACH Bronaugh Partners Limited Partnership


Persons)$ 10,733,133


AIMCO Capital Tax Credit Fund VI, LLC

San Francisco, CAAffordable Housing (LMI Persons, LMI Areas,



Bishop Gardens Apartments, LP Justin, TXAffordable Housing Using LIHTCs (LMI

Persons)$ 8,260,869


CV SSL Master Tenant LLC, a Rhode Island limited liability

companyProvidence, RI

Affordable Housing Using Historic Tax Credits (LMI Areas)

$ 31,156,600


HPD Rio Colorado LP NationwideAffordable Housing Using LIHTCs (LMI

Persons)$ 136,173


BOA Urban Corps Investment Fund, LLC

San Diego, CAEconomic Development (LMI Areas and


Page 6 of 100


Arlington Mill Limited Partnership

Arlington, VAAffordable Housing Using LIHTCs (LMI

Persons)$ 53,708


WF Master Tenant, LLC Chicago, ILAffordable Housing Using Historic Tax Credits

(Areas Targeted for Redevelopment)$ 13,300,000


U.S.A. Institutional Tax Credit Fund XCIX L.P.

NationwideAffordable Housing Using LIHTCs (LMI

Persons)$ 60,000,000


Beach Green North, LLC Far Rockaway, NYAffordable Housing Using LIHTCs (LMI Persons



East 138th Street LLC The Bronx, NYAffordable Housing Using LIHTCs (LMI Persons



Palm Triton, LLC Jamaica, NYAffordable Housing Using LIHTCs (LMI Persons



Banc of America Community Housing Investment Fund VIII

LP

Chicago, IL; Ronkonkoma, NY;

Toms River, NJ

Affordable Housing Using LIHTCs (LMI Persons)

$ 13,000,000


The Landings at Belle Meadows, L.P.

#NAME?Affordable Housing Using LIHTCs (LMI

Persons)$ 6,550,336


Cedars of Chili LLC Rochester, NYAffordable Housing Using LIHTCs (LMI Persons



BOA Urban Corps Investment Fund LLC

San Diego, CAEconomic Development Using NMTCS (LMI

Areas)$ 485,177

Page 7 of 100


Eaglewood Course Development, LLC

Orlando, FLAffordable Housing (LMI Areas and Qualified



Centerline/Fleet Housing Partnership LP - Series B

NationwideAffordable Housing (LMI Persons and Qualified



NTCP 2015-B, LLC Multi-State Affordable Housing Using LIHTCs (LMI Areas) $ 52,400,000


ICVN Age Unrestricted LLC Duxbury, MAAffordable Housing Using LIHTCs (LMI

Persons)$ 23,659,722


Dublin Family, LP Dublin, CA Affordable Housing Using LIHTCs $ 16,768,464


Midtown Plaza Apartments, LP Philadelphia, PAAffordable Housing Using LIHTCs (LMI

Persons)$ 6,797,149


EBH-NH Huffmeister, LP Cypress, TXAffordable Housing Using LIHTCs (LMI

Persons)$ 16,320,878


Indian Trails Apartments, LLC Malone, NYAffordable Housing Using LIHTCs (LMI Persons



Harbor Place at Merrimack, LLC Haverhill, MAAffordable Housing Using LIHTCs (LMI

Persons)$ 15,156,352


WF Master Tenant, LLC Chicago, ILAffordable Housing Using Historic Tax Credits

(LMI Persons)$ 2,200,000

Page 8 of 100


Midtown Plaza Apartments, LP Philadelphia, PAAffordable Housing Using LIHTCs (LMI

Persons)$ 110,505


462 Duboce Housing Associates, L.P.


Persons)$ 14,846,270


Holly Courts Housing Associates, LP


Persons)$ 29,827,459


491-31 St. Ave, L.P. San Francisco, CAAffordable Housing Using LIHTCs (LMI

Persons)$ 12,818,077


345 Arguello, LP San Francisco, CAAffordable Housing Using LIHTCs (LMI

Persons)$ 14,614,659


1880 Pine, LP San Francisco, CA Affordable Housing (LMI Persons) $ 16,706,704


Hunters Point East/West, L.P. San Francisco, CAAffordable Housing Using LIHTCs (LMI

Persons)$ 56,245,070

BankUnited, National Association

RBC Tax Credit Equity National Fund-21, LP

Nationwide Affordable Housing Using LIHTCs (LMI Areas) $ 24,589,420

BankUnited, National Association

Southeast Florida Community Development Fund, Inc

FLEconomic Development (LMI Areas and


Barrington Bank & Trust Company, National

Association

Community Investment Corporation

Chicago, IL Economic Development (LMI Areas) $ 1,000,000

Page 9 of 100

BMO Harris Bank National Association

New Canaan Funding Mezzanine VI SBIC, LP

NationwideEconomic Development (Qualified Investment

Under CRA)$ 7,500,000


GMB Mezzanine Capital III, LP NationwideEconomic Development (Qualified Investment

Under CRA)$ 7,500,000


Caltius Partners V (SBIC), LP NationwideEconomic Development (Qualified Investment

Under CRA)$ 5,000,000


Local Initiatives Support Corporation

NationwideEconomic Development (LMI Persons, LMI



Homesight WAEconomic Development (LMI Persons and

Qualified Investment Under CRA)$ 100,000


NewSpring Mezzanine Capital III, LP


Under CRA)$ 5,000,000


Enterprise Housing Partners XXVI LP

Chicago, ILAffordable Housing (LMI Persons and Qualified



Great Lakes Capital Fund for Housing LP

Minneapolis, MN; Milwaukee, WI

Affordable Housing (LMI Persons and Qualified Investment Under CRA)

$ 10,000,000


M&I New Markets Fund, LLC NationwideEconomic Development Using NMTCs (LMI

Persons, LMI Areas and Qualified Investment Under CRA)

$ 45,000,000


Invision Capital II, LP NationwideEconomic Development (Qualified Investment

Under CRA)$ 5,000,000

Page 10 of 100


Merion Investment Partners III, LP


Under CRA)$ 5,000,000


Community Reinvestment Fund, Inc.

NationwideAffordable Housing (LMI Persons, LMI Areas



Alliant Tax Credit Fund 84, LTD NationwideAffordable Housing Using LIHTCs (LMI Persons


BOKF, National AssociationPharos Capital Partners Fund

III A-LPNationwide

Economic Development (Qualified Investment Under CRA)

$ 3,000,000

Capital One Bank (USA), National Association

PNC Real Estate Tax Credit Capital Institutional Fund 56,

Limited PartnershipNationwide

Affordable Housing Using LIHTCs (LMI Persons and Qualified Investment Under CRA)

$ 24,937,500


Alliant Tax Credit Fund 80, Ltd. IL; VA; CAAffordable Housing Using LIHTCs (LMI Persons



Boston Capital Corporate Tax Credit Fund, XXXIX LP




Alliant Tax Credit Fund 74, Ltd New York, NYAffordable Housing (LMI Persons and Qualified



Boston Financial Institutional Tax Credits




Alliant Tax Credit Fund 80, Ltd IL; VA; CAAffordable Housing Using LIHTCs (LMI Persons


Page 11 of 100


PNC Real Estate Tax Credit Capital Institutional Fund 56

NationwideEconomic Development Using NMTCs (LMI

Persons and Qualified Investment Under CRA)$ 24,937,500


Hudson Housing Tax Credit Fund LIV LP

Arlington, VAAffordable Housing Using LIHTCs (LMI Persons



WNC Institutional Tax Credit Fund X California Series 12 LP

CAAffordable Housing (LMI Persons and Qualified



RBC Tax Credit Equity National Fund 21, LP

Westchester, NY; McAllen, TX


$ 25,000,000


WNC Institutional Tax Credit Fund 40, L.P.

Multi-StateAffordable Housing Using LIHTCs (LMI Persons



Community Equity Fund XX, LP NC; VA; WVAffordable Housing Using LIHTCs (LMI Persons



BFIM Strategic Housing Fund I, LP

Manhasset, NY; Lancaster, CA


$ 11,139,607


Housing Equity Fund of Virginia XIX, LLC

VAAffordable Housing Using LIHTCs (LMI Persons



Alliant Tax Credit Fund 83, LTD MD; CAAffordable Housing Using LIHTCs (LMI Persons



California Equity Fund 2015, LP CAAffordable Housing Using LIHTCs (LMI Persons


Page 12 of 100


PNC Real Estate Tax Credit Capital Institutional Fund 58, LP

Multi-StateAffordable Housing (LMI Persons and Qualified



Raymond James Tax Credit Fund 41, LLC




Hudson Housing Tax Credit Fund, LIV, LP

Richmond, VAAffordable Housing Using LIHTCs (LMI Persons



Enterprise Housing Partners XXVI, LP

Dallas, TX; New Orleans, LA; Lafayette, LA


$ 25,000,000

Capital One, National Association

Enterprise Community Opportunity Fund, LLLP

Silver Spring, MDAffordable Housing Using LIHTCs (LMI Persons




Washington, DCAffordable Housing Using LIHTCs (LMI Persons



RBC Tax Credit Equity Fund-82 Limited Partnership

Perry Hall, MDAffordable Housing Using LIHTCs (LMI Persons



Hudson Housing Tax Credit Fund XLII, LP

Arlington, VAAffordable Housing Using LIHTCs (LMI Persons



Hudson Housing Tax Credit Fund XLII LP





Baltimore, MDAffordable Housing Using LIHTCs (LMI Persons


Page 13 of 100



VAAffordable Housing Using LIHTCs (LMI Persons



RBC Tax Credit Equity Fund- 82, LP

Bronx, NYAffordable Housing (LMI Persons and Qualified



Boston Financial Premier Tax Credit Fund 2011, LP

Houston, TXAffordable Housing Using LIHTCs (LMI Persons



Red Stone - Fund 42 LP Roanoke, VAAffordable Housing Using LIHTCs (LMI Persons



NEF Capital One Investment Fund LLC

Brooklyn, NYAffordable Housing (LMI Persons and Qualified








Washington, DCAffordable Housing (LMI Persons and Qualified




The Bronx, NYAffordable Housing Using LIHTCs (LMI Persons




Annapolis, MDAffordable Housing (LMI Persons and Qualified



Red Stone - Fund 42 Limited Partnership

Capitol Heights, MDAffordable Housing Using LIHTCs (LMI Persons


Page 14 of 100


Ecotrust Sub CDE XVI, LLC and Enhanced Capital New Market

Development Fund 44, LLCOntario, OR

Economic Development Using NMTCS (Qualified Investment Under CRA)

$ 4,118,400



Fredericksburg, VAAffordable Housing Using LIHTCs (LMI Persons



Sunlight Louisiana 2015, LLCNew Orleans, LA; Baton Rouge, LA

Economic Development (LMI Persons, LMI Areas, and Qualified Investment Under CRA)

$ 35,000,000



Baltimore, MDAffordable Housing Using LIHTCs (LMI Persons



Raymond James Housing Opportunities Fund 10, LLC


and Qualified Investment Under CRA)$ 619,956



The Bronx, NYAffordable Housing Using Historic Tax Credits (LMI Persons and Qualified Investment Under

CRA)$ 16,312,843


RBC Tax Credit Equity Fund -82 Limited Partnership

Saginaw, TXAffordable Housing Using LIHTCs (LMI Persons














Page 15 of 100


Red Stone Fund 42 Limited Partnership




Hudson Housing Tax Credit fund XLII LP

Baltimore, MDAffordable Housing (LMI Persons and Qualified




East Orange, NJAffordable Housing Using LIHTCs (LMI Persons



RBC Tax Credit Equity Fund LP San Antonio, TXAffordable Housing (LMI Persons and Qualified




Brownsville, TXAffordable Housing Using LIHTCs (LMI Persons




Woodlyn, PAAffordable Housing Using LIHTCs (LMI Persons



COCRF Investor 42, LLC; Enhanced Capital New Market Development Fund 45, LLC;

Enhanced Capital New Market

Bandon, OREconomic Development Using NMTCS

(Qualified Investment Under CRA)$ 4,890,600


Pleasant Trinity - Hudson Housing Tax Credit Fund XLII

LPMonroe, LA

Affordable Housing Using LIHTCs (Qualified Investment Under CRA)

$ 8,080,451







Bronx, NYAffordable Housing Using LIHTCs (LMI Persons


Page 16 of 100







Boston, MAAffordable Housing Using LIHTCs (LMI Persons



Hudson Housing Tax Credit Fund, XLII, LP

Brooklyn, NYAffordable Housing Using LIHTCs (LMI Persons




Corpus Christi, TXAffordable Housing Using LIHTCs (LMI Persons



Red Stone - Fund 42, LP Copiague, NYAffordable Housing Using LIHTCs (LMI Persons



Boston Financial Premier Tax Credit Fund 2011, LP

Trenton, New JerseyAffordable Housing Using LIHTCs (LMI Persons


Citibank, National AssociationSan Bernardino Clinic Investment Fund, LLC

San Bernardino, CAEconomic Development (LMI Persons and LMI

Areas)$ 3,198,000

Citibank, National AssociationMuller NMTC Investment Fund,

LLCBronx, NY

Economic Development (LMI Persons and LMI Areas)

$ 4,836,000

Citibank, National AssociationSchomburg NMTC Investment

Fund, LLCHarlem, NY


$ 3,198,000

Citibank, National AssociationU.S.A. Institutional Tax Credit

Fund C L.P.New York, NY

Affordable Housing (LMI Persons and LMI Areas)

$ 44,000,000

Page 17 of 100

Citibank, National AssociationPR Hydroponics Facility Investment Fund, LLC

Morovis, PREconomic Development Using NMTCs (LMI

Areas)$ 1,120,075

Citibank, National AssociationNEF National Community

Investment Fund III Limited Partnership

Multi-StateAffordable Housing Using LIHTCs (LMI

Persons)$ 100,000

Citibank, National Association

Raymond James New York Upstate Housing Opportunities

Fund IL.L.C.

NYAffordable Housing Using LIHTCs (LMI Persons


Citibank, National AssociationRaymond James California

Housing Opportunities Fund IV LLC



Citibank, National AssociationBFIM Strategic Housing Fund I,

Limited PartnershipNationwide

Affordable Housing Using LIHTCs (LMI Persons and LMI Areas)

$ 64,441,899

Citibank, National Association USB LIHTC Fund 2015-3, LLC NationwideAffordable Housing Using LIHTCs (LMI Persons


Citibank, National AssociationWNC Institutional Tax Credit

Fund X California series 13, L.P. NationwideAffordable Housing (LMI Persons and LMI

Areas)$ 25,000,000

Citibank, National AssociationU.S.A. Institutional Tax Credit

Fund C, LPNew York, NY


$ 22,000,000

Citizens Bank, National Association

Loomworks I LP Worcester, MAAffordable Housing Using LIHTCs (LMI Persons



Raymond James New York Upstate Housing Opportunities

Fund IL.L.C.

NYAffordable Housing Using LIHTCs (LMI Persons


Page 18 of 100


National Equity Fund 2014, LP NationwideAffordable Housing Using LIHTCs (LMI Persons



CREA-RBS Citizens CTC Fund I - Fund XXXV, LLC

Warren, MIAffordable Housing (LMI Persons and Qualified



RBC-RBS Citizens Tax Credit Equity Fund-85, Limited

Partnership: Trinity Northampton Phase Two

Boston, MAAffordable Housing (LMI Persons and Qualified



RBC-RBS Citizens Tax Credit Equity Fund-85, Limited Partnership:UW4 Limited

Partnership




Citizens One Community Development Corporation

Akron, OHAffordable Housing Using LIHTCs (LMI Persons



CREA Corporate Tax Credit Fund 43, LLC,




NHT RBS Citizens 31 Tax Credit Fund, LP

Pittsburgh, PAAffordable Housing (LMI Persons and Qualified



PNC Affordable Rental Housing Preservation Fund I


Persons)$ 10,000,000


River's Edge Laconia Limited Partnership

Laconia, NHAffordable Housing Using LIHTCs (LMI Persons



RBC-RBS Citizens Tax Credit Equity Fund-85, Limited

PartnershipPhiladelphia, PA


$ 491,969

Page 19 of 100


Red Stone/RBS Citizens Fund 34, L.P; Oxford Crossing

Apartments, Limited PartnershipPhiladelphia, PA


$ 7,773,995


BFIM Strategic Housing Fund I, LP, a

NationwideAffordable Housing (LMI Persons, LMI Areas,



The Village at Lincoln Park Dartmouth, MAAffordable Housing (LMI Persons and Qualified



Green Mountain Housing Equity Fund VII

VTAffordable Housing (LMI Persons and Qualified



North Penn Commons, LP. Lansdale, PAAffordable Housing (LMI Persons and Qualified



Michigan Income & Principal Protected Growth Fund, L.P.

MI Economic Development (LMI Areas) $ 1,000,000


Power of 32 Site Development Fund Partners, L.P.

Multi-State Economic Development (LMI Areas) $ 1,000,000


Massachusetts Housing Equity Fund XXII, LLC

MAAffordable Housing Using LIHTCs (LMI Persons



DCIC Capital Fund 2 Limited Partnership

Multi-StateAffordable Housing Using LIHTCs (LMI Persons



Community Capital 2015 Limited Partnership

ME; NHAffordable Housing Using LIHTCs (LMI Persons


Page 20 of 100


CREA Corporate Tax Credit Fund 45, LLC

Shamokin, PAAffordable Housing Using LIHTCs (LMI Persons



Stratford Fund XVII Limited Partnership



Citizens National Bank of Greater St. Louis

St. Louis Metropolitan Statistical Area. St. Louis

Equity Fund 2015, LLCSt. Louis, MO

Affordable Housing (Area Targeted for Redevelopment)

$ 200,000

Community National Bank & Trust

The Community Development Corp.

Chanute, KSAffordable Housing (LMI Persons and Qualified


Community National Bank & Trust

The Community Development Corp

Chanute, KSEconomic Development (LMI Persons and


Far East National Bank DBL Partners Fund III, L.P. San Francisco, CAEconomic Development (LMI Persons, LMI


First Dakota National Bank PrairieGold VenCap Fund II LP Midwest Region Economic Development (LMI Persons) $ 250,000,000

First National Bank of Omaha Future Forward LLC Omaha, NEEconomic Development (LMI Areas, Areas

Targeted for Redevelopment, and Qualified Investment Under CRA)

$ 1,000,000

First Newton National Bank First Newton Development Co. Newton, IAAffordable Housing (LMI Persons, LMI Areas,

Areas Targeted for Redevelopment, and Qualified Investment Under CRA)

$ 700,000

First Niagara Bank, National Association

Button Lofts Master Tenant, LLC Rochester, NY Affordable Housing Using HTCs (LMI Persons) $ 1,836,368

Page 21 of 100


Raymond James Housing Opportunities Fund 17 L.L.C.

Baldwinsville, NYAffordable Housing Using LIHTCs (LMI

Persons)$ 7,748,002


Foundry Leasing LLC Buffalo, NYAffordable Housing Using LIHTCs (LMI

Persons)$ 4,979,591


RBC Tax Credit Equity Fund-86, LP

Lackawanna, NYAffordable Housing Using LIHTCs (LMI

Persons)$ 10,570,672


Arco Lofts, LLC Buffalo, NYAffordable Housing Using Historic Tax Credits



Pathstone Wedgepoint, LLC Rochester, NYAffordable Housing Using LIHTCs (LMI

Persons)$ 10,815,481


Raymond James Housing Opportunities Fund 17 L.L.C.

Rochester, NYAffordable Housing Using LIHTCs (LMI

Persons)$ 5,044,662


NEF First Niagara Investment Fund, LLC

Buffalo, NYAffordable Housing Using LIHTCs (LMI

Persons)$ 10,867

First Tennessee Bank National Association

FLB Holdco, LLC Columbia, SCAffordable Housing Using Historic Tax Credits



Imperial Gardens II, LP Smyrna, TNAffordable Housing Using LIHTCs (LMI

Persons)$ 12,088,791


Pinnacle Park Apartments - Hall of Fame Partners, LP

Knoxville, TNAffordable Housing Using LIHTCs (LMI

Persons)$ 6,704,629

Page 22 of 100

FNB Bank, National Association

Madison Court I, LP Shamokin, PAAffordable Housing Using LIHTCs (LMI


$ 2,510,644

Fulton Bank, National Association

Shepherd's Crossing, L.P.Hampden Township,

PAAffordable Housing Using LIHTCs (LMI Persons



Tec Centro Investment Fund LP Lancaster, PAEconomic Development (LMI Persons, LMI



Big Mill Investment Fund, LP and Big Mill Master Tenant, LP

Reading, PAAffordable Housing Using Historic Tax Credits

(LMI Areas)$ 6,497,005


DCIC Capital Fund I Limited Partnership

DEAffordable Housing (LMI Persons and Qualified


HSBC Bank USA, National Association


New York, NYEconomic Development (LMI Areas and



Raymond James Housing Opportunity Fund 36, LLC

New Rochelle, NYAffordable Housing (LMI Persons and Qualified



Bridges Ventures U.S. Sustainable Growth Fund, LP

NationwideEconomic Development (LMI Areas and



Raymond James Housing Opportunity Fund 36 LLC

Brooklyn, NYAffordable Housing Using LIHTCs (LMI Persons



Hudson Housing Capital Fund LXVIII

New York, NYAffordable Housing Using LIHTCs (LMI Persons


Page 23 of 100


St. Cloud Capital Partners III SBIC, LP

NationwideEconomic Development (LMI Areas and



Raymond James Housing Opportunity Fund 36 LLC




Enterprise Housing Partners XXVI LP

Brooklyn, NY; The Bronx, NY


$ 15,000,000


Red Stone - Fund 47 LLC Miami, FLAffordable Housing Using LIHTCs (LMI Persons



Red Stone - Fund 47 LLC Brooklyn, NYAffordable Housing Using LIHTCs (LMI Persons




Bronx, NYAffordable Housing Using LIHTCs (LMI Persons




Mount Vernon, NYAffordable Housing Using LIHTCs (LMI Persons



Alliant Tax Credit Fund 84, LTD NationwideAffordable Housing Using LIHTCs (LMI Persons



R4 Housing Partners V, LP NationwideAffordable Housing Using LIHTCs (LMI Persons


Inwood National BankIndependent Bankers Capital

Fund III LPTX


$ 750,000

Page 24 of 100

JPMorgan Chase Bank, National Association

Chase NMTC Santana Investment Fund, LLC

Edinburg, TXEconomic Development Using NMTCs (LMI

Persons, LMI Areas, and Qualified Investment Under CRA)

$ 10,000,000


Chase NMTC DHHA SW Clinic Investment Fund, LLC

Denver, COEconomic Development Using NMTCs (LMI


$ 2,320,500


Chase NMTC Ravenswood Investment Fund, LLC

East Palo Alto, CAEconomic Development Using NMTCs (LMI


$ 3,544,583


Chase NMTC CHOP Investment Fund, LLC

Philadelphia, PAEconomic Development Using NMTCs (LMI


$ 10,229,700


Chase NMTC EHTP Investment Fund, LLC

New York, NYEconomic Development Using NMTCs (LMI


$ 7,881,900


Chase NMTC R&R Lumber II Investment Fund, LLC

Cave Junction, OREconomic Development Using NMTCs (LMI


$ 3,689,400


NHT XXI Tax Credit Fund L.P. Anchorage, AKAffordable Housing Using LIHTCs (LMI

Persons)$ 8,375,319


NEF Investment Partners V LP Brooklyn, NYAffordable Housing Using LIHTCs (LMI

Persons)$ 15,277,711


RBC Tax Credit Equity Fund-X6 Limited Partnership

Sacramento, CAAffordable Housing Using LIHTCs (LMI

Persons)$ 15,119,575


Great Lakes Capital Fund for Housing Limited Partnership 29

Multi-stateAffordable Housing Using LIHTCs (LMI

Persons)$ 30,000,000

Page 25 of 100



Burleson, TXAffordable Housing Using LIHTCs (LMI

Persons)$ 14,292,627



Washington, DCAffordable Housing Using LIHTCs (LMI

Persons)$ 10,381,545


Chase NMTC RK Waverly Investment Fund, LLC

Waverly, OHEconomic Development Using NMTCs (LMI


$ 4,725,000


Chase NMTC Northcare Investment Fund, LLC

Oklahoma City, OKEconomic Development Using NMTCs (LMI


$ 10,000,000


Chase NMTC Appareo Investment Fund, LLC

Fargo, NDEconomic Development Using NMTCs (LMI


$ 2,031,120


Chase NMTC CAST Investment Fund, LLC

San Francisco, CAEconomic Development Using NMTCs (LMI


$ 8,600,000


Chase NMTC Bright Star Valor Investment Fund, LLC

Los Angeles, CAEconomic Development Using NMTCs (LMI


$ 4,344,917


Chase NMTC PHN Sharon Investment Fund, LLC

Sharon, PAEconomic Development Using NMTCs (LMI


$ 5,967,000


Chase NMTC ESIC 2014 Investment Fund, LLC

N/AEconomic Development Using NMTCs (LMI


$ 10,000,000


Chase NMTC Codman Academy Investment Fund, LLC

Dorchester, MAEconomic Development Using NMTCs (LMI


$ 2,683,200

Page 26 of 100


Chase NMTC M-1 Investment Fund, LLC

Detroit, MIEconomic Development (LMI Persons, LMI



Chase NMTC BBL Investment Fund, LLC

N/AEconomic Development Using NMTCs (LMI


$ 15,000,000


Chase NMTC Santana Investment Fund, LLC

Edinburg, TXEconomic Development Using NMTCs (LMI


$ 6,333,334


Chase NMTC MHIC I Investment Fund, LLC

Boston, MAEconomic Development Using NMTCs (LMI


$ 5,000,000


Cornerstone NAHT Enhanced Preservation Fund 2014 I LP


Persons)$ 77,045,493


Chase NMTC QCARC Investment Fund, LLC

Chicago, ILEconomic Development Using NMTCs (LMI


$ 16,000,000


Community Impact Fund, LLC and Midwest Renewable

Capital, LLCFernley, NV

Economic Development Using NMTCs (LMI Persons, LMI Areas, and Qualified Investment

Under CRA)$ 27,000,000


Chase New Markets Corporation and Genesis LA

CDE, LLCLos Angeles, CA


Under CRA)$ 2,716,740


Chase NMTC L.A. River Creative Campus Investment

Fund, LLCLos Angeles, CA


Under CRA)$ 13,100,000


Danbury FQHC Danbury, CTEconomic Development Using NMTCs (LMI


$ 8,550,000

Page 27 of 100


Chase NMTC AI Wainwright I Investment Fund, LLC

Boston, MA Economic Development Using NMTCs (LMI


$ 8,000,000


Sterling Corporate Tax Credit Fund XLV, L.P.

Yonkers, NYAffordable Housing Using LIHTCs (LMI

Persons)$ 11,219,120


Red Stone - Fund 44 JPMorgan Limited Partnership

Middle Township, NJAffordable Housing Using LIHTCs (LMI

Persons)$ 13,734,545



Salt Lake City, UTAffordable Housing Using LIHTCs (LMI

Persons)$ 10,802,987


Hunt Capital Partners Tax Credit Fund 2011-3, LP


Persons)$ 11,801,768



Monticello, NYAffordable Housing Using LIHTCs (LMI

Persons)$ 12,618,358


Enterprise Neighborhood Partners VII, LLLP

Ithaca, NYAffordable Housing Using LIHTCs (LMI

Persons)$ 8,664,675



New Castle County, DEAffordable Housing Using LIHTCs (LMI

Persons)$ 9,250,000


Boston Capital Midway Tax Credit Fund II, LP

McKinney, TXAffordable Housing Using LIHTCs (LMI

Persons)$ 15,555,547


Enterprise Neighborhood Partners VI, LLLP

Denver, COAffordable Housing Using LIHTCs (LMI

Persons)$ 13,231,364

Page 28 of 100


Hudson Housing Tax Credit Fund LXIII LP

Rialto, CAAffordable Housing Using LIHTCs (LMI

Persons)$ 8,539,628


Boston Capital Midway Tax Credit Fund I, LP

Mesa, AZAffordable Housing Using LIHTCs (LMI

Persons)$ 12,902,151




Persons)$ 12,379,288


Chase NMTC AI Wainwright II Investment Fund, LLC



$ 5,800,000


Hunt Capital Partners Tax Credit Fund 15 LP


Persons)$ 50,842,961


Chase Community Equity, LLC Cleveland, OHAffordable Housing Using Historic Tax Credits

(LMI Persons, LMI Areas, and Qualified Investment Under CRA)

$ 273,057


10 E. North MT Baltimore, MDAffordable Housing Using Historic Tax Credits


$ 467,247


Alliant Tax Credit Fund 77, Ltd. Lompoc, CAAffordable Housing Using LIHTCs (LMI

Persons)$ 3,733,728



Bellwood, ILAffordable Housing Using LIHTCs (LMI

Persons)$ 15,731,771



Fontana, CAAffordable Housing Using LIHTCs (LMI

Persons)$ 13,084,621

Page 29 of 100


Chase IL NMTC BVAF 2015 Investment Fund, LLC

ILEconomic Development Using NMTCs (LMI


$ 2,500,000


Chase IL NMTC GLCF 2015 Investment Fund, LLC



$ 5,000,000


Chase IL NMTC SCORE 2015 Investment Fund, LLC



$ 5,000,000


Chase IL NMTC LISC 2015 Investment Fund, LLC



$ 5,000,000


Chase IL NMTC IFF 2015 Investment Fund, LLC



$ 5,000,000


Chase IL NMTC CNMC 2015 Investment Fund, LLC



$ 5,000,000


Chase IL NMTC BMO 2015 Investment Fund, LLC



$ 5,000,000


Boston Financial Housing Investments XX, Limited

PartnershipChicago, IL


$ 14,061,527



Sacramento, CAAffordable Housing Using LIHTCs (LMI

Persons)$ 13,389,621


1145 Griswold Tenant LLC Detroit, MIAffordable Housing Using Historic Tax Credits


$ 2,169,350

Page 30 of 100


Mississippi Market Natural Foods Co-op

St. Pail, MNEconomic Development (LMI Persons, LMI

Areas, and Qualified Investment Under CRA)$ 374,280


Mid-River Terminal I Port of Osceola, AREconomic Development (LMI Persons, LMI



Chase NMTC MOWI Investment Fund, LLC

Haltom City, TXEconomic Development Using NMTCs (LMI


$ 5,304,000


Chase NMTC Bogopa Investment Fund, LLC

Bronx, NYEconomic Development Using NMTCs (LMI


$ 6,000,000


URC FJ Master Tenant, LLC. Flint, MIEconomic Development Using NMTCs (LMI


$ 1,641,964


Chase NMTC CDF 2015 Investment Fund XXVII, LLC



$ 5,000,000


Chase NMTC Kingsley Investment Fund, LLC

New Orleans, LAEconomic Development Using NMTCs (LMI


$ 6,500,000


Chase NMTC Alvarado Investment Fund, LLC

San Diego, CAEconomic Development Using NMTCs (LMI


$ 5,000,000


Chase NMTC CDF 2015 Investment Fund XXVIII, LLC



$ 4,000,000


NEF Investment Partners V LP Bronx, NYAffordable Housing Using LIHTCs (LMI

Persons)$ 16,474,068

Page 31 of 100


Enterprise Neighborhood Partners VI, LLLP

Rockford, ILAffordable Housing Using LIHTCs (LMI

Persons)$ 9,830,236


Hudson Housing Tax Credit Fund LXIII LP

Los Angeles, CAAffordable Housing Using LIHTCs (LMI

Persons)$ 26,586,038



Newark, DEAffordable Housing Using LIHTCs (LMI

Persons)$ 9,517,829


Chase NMTC Vicente's Tropical Investment Fund, LLC

Brockton, MAEconomic Development Using NMTCs (LMI


$ 735,930


NEF Investment Partners V LP Phoenix, AZAffordable Housing Using LIHTCs (LMI

Persons)$ 14,506,857



Bloomfield, NJAffordable Housing Using LIHTCs (LMI

Persons)$ 13,695,335


Sterling Corporate Tax Credit Fund XLVI, LP

Mount Vernon, NYAffordable Housing Using LIHTCs (LMI

Persons)$ 13,574,799


Alliant Tax Credit Fund 77, Ltd. Sacramento, CAAffordable Housing Using LIHTCs (LMI

Persons)$ 19,168,814


NMTC Atlanta Flatiron Investment Fund, LLC

Atlanta, GAEconomic Development Using NMTCs (LMI


$ 3,669,120


Chase NMTC PEF Investment Fund LLC



$ 500,000

Page 32 of 100


Chase NMTC CAFB of TX Investment Fund, LLC

Austin, TXEconomic Development Using NMTCS (LMI Areas and Qualified Investment Under CRA)

$ 4,192,500



La Verne, CAAffordable Housing Using LIHTCs (LMI

Persons)$ 13,312,462



Winnetka, CAAffordable Housing Using LIHTCs (LMI

Persons)$ 9,074,359


Chase NMTC Washington County Green Homes Investment Fund, LLC

Akron, COAffordable Housing (LMI Persons, LMI Areas,



Sterling Corporate Tax Credit Fund Alpha-2, L.P.

The Bronx, NYAffordable Housing Using LIHTCs (LMI

Persons)$ 16,160,407


NEF Investment Partners V, LP Los Angeles, CAAffordable Housing Using LIHTCs (LMI

Persons)$ 15,955,206


NEF Investment Partners V, LP Bedford, MAAffordable Housing Using LIHTCs (LMI

Persons)$ 9,925,484




Persons)$ 27,310,834


Chase NMTC Sartori Investment Fund LLC

Antigo, WIEconomic Development Using NMTCS (LMI


$ 15,000,000


1501 Master Tenant LLC. New Orleans, LAAffordable Housing (LMI Persons, LMI Areas,

and Areas Targeted for Redevelopment)$ 3,826,308

Page 33 of 100


NEF Investment Partners V LP San Antonio, TXAffordable Housing Using LIHTCs (LMI

Persons)$ 15,046,861


Chase NMTC ILCAO Investment Fund, LLC

Ironton, OHEconomic Development Using NMTCs (LMI


$ 1,638,000


Chase NMTC CCNHI Burlington Investment Fund, LLC

Burlington, IAEconomic Development Using NMTCS (LMI

Persons and LMI Areas)$ 4,095,000


Sterling Corporate Tax Credit Fund XLVI, L.P.

Troy, NYAffordable Housing Using LIHTCs (LMI

Persons)$ 14,777,095



Crosby, TXAffordable Housing Using LIHTCs (LMI

Persons)$ 7,847,771


Ohio Equity Fund for Housing Limited Partnership XXV

OH; KYAffordable Housing Using LIHTCs (LMI

Persons)$ 61,000,000



Orange, NJAffordable Housing Using LIHTCs (LMI

Persons)$ 8,162,579


Raymond James Housing Opportunities Fund 34 L.P.

San Diego, CAAffordable Housing Using LIHTCs (LMI

Persons)$ 11,057,865



New Haven, CTAffordable Housing Using LIHTCs (LMI

Persons)$ 8,564,969


JH LIHTC FUND 2015 LLC Multi-StateAffordable Housing Using LIHTCs (LMI

Persons)$ 73,987,958

Page 34 of 100


Chase NMTC CAFB of TX Investment Fund 2, LLC

Austin, TXEconomic Development Using NMTCS (LMI


$ 2,012,400


1212 Griswold Tenant LLC Detroit, MIAffordable Housing Using Historic Tax Credits


$ 1,087,610


Chase NMTC Alcorn Investment Fund, LLC

Philadelphia, PAEconomic Development Using NMTCS (LMI


$ 2,293,200



Oakhurst, NJAffordable Housing Using LIHTCs (LMI

Persons)$ 7,079,335


RBC Tax Credit Equity Fund-X6, LP


Persons)$ 27,420,192


Hudson Housing Tax Credit Fund, LXIII, LP

Albany, NYAffordable Housing Using LIHTCs (LMI

Persons)$ 12,211,911


Meekerman, LLC Brooklyn, NYAffordable Housing Using LIHTCs (LMI

Persons)$ 14,070,000




Persons)$ 11,363,910




Persons)$ 9,843,192


RBC Tax Credit Equity Fund - X6, LP

Stamford, CTAffordable Housing Using LIHTCs (LMI

Persons)$ 15,750,959

Page 35 of 100


Chase Community Equity, LLC Greenville, MEEconomic Development Using NMTCs (LMI


$ 82,875



Bronx, NYAffordable Housing Using LIHTCs (LMI

Persons)$ 22,123,406


PNC Tax Credit Capital Institutional Fund 44, LP

Bryan, TXAffordable Housing Using LIHTCs (LMI

Persons)$ 16,988,995


USB LIHTC Fund 2015-4, LLC NationwideAffordable Housing Using LIHTCs (LMI

Persons)$ 148,854,026


Griswold Lofts - HTC - Chase Community Equity, LLC

Detroit, MIAffordable Housing Using Historic Tax Credits

(LMI Persons, LMI Areas and Qualified Investment Under CRA)

$ 610,481



Brownsville, TXAffordable Housing Using LIHTCs (LMI

Persons)$ 9,230,149


Raymond James Housing Opportunities Fund 34, LP

Miami, FLAffordable Housing Using LIHTCs (LMI

Persons)$ 5,540,786



Miami, FL Affordable Housing Using LIHTCs (LMI Persons $ 10,242,411



Miami, FLAffordable Housing Using LIHTCs (LMI

Persons)$ 10,242,411


Great Lakes Capital Fund for Housing, LP


Persons)$ 31,000,000

Page 36 of 100






Chase Community Equity, LLC Memphis, TNEconomic Development Using NMTCs (LMI


$ 8,370,375


Chase NMTC 800 West Broadway Investment Fund,

LLCMinneapolis, MN

Economic Development (LMI Persons, LMI Areas and Qualified Investment Under CRA)

$ 6,500,000


Hudson Housing Tax Credit Fund LXIII, LP

Corpus Christi, TXAffordable Housing Using LIHTCs (LMI

Persons)$ 8,060,740



East Orange, NJAffordable Housing Using LIHTCs (LMI

Persons)$ 10,296,080


RBC Tax Credit Equity Fund - X6, LP

Philadelphia, PAAffordable Housing Using LIHTCs (LMI

Persons)$ 12,241,077


NEF Investment Partners Fund VI, LP

Las Vegas, NVAffordable Housing Using LIHTCs (LMI

Persons)$ 12,036,036


Chase NMTC Banyan Investment Fund, LLC Minneapolis, MN

Economic Development Using NMTCs (LMI Persons, LMI Areas and Qualified Investment

Under CRA)$ 2,194,920


Hudson Housing Tax Credit Fund LXIII, LP


Persons)$ 10,934,449



Joshua, TXAffordable Housing Using LIHTCs (LMI

Persons)$ 15,750,529

Page 37 of 100


NEF Investment Partners Fund VI, LP

Colorado Springs, COAffordable Housing Using LIHTCs (LMI

Persons)$ 12,221,423



McKinney, TXAffordable Housing Using LIHTCs (LMI

Persons)$ 15,527,232

KeyBank National AssociationRaymond James-Key

Community Development Tax Credit Fund I LLC

Portland, ORAffordable Housing (LMI Persons and Qualified


KeyBank National AssociationCommunity Capital 2014

Limited PartnershipME; NH


$ 51,500,000

KeyBank National Association BHC Wildwood LLC Boise, IDAffordable Housing Using LIHTCs (LMI


$ 2,350,268

KeyBank National AssociationWestern Region NonProfit

Housing CorporationNationwide Affordable Housing (LMI Persons) $ 300,000

KeyBank National Association Eagle Capital Tax Credit Fund I NationwideAffordable Housing Using LIHTCs (LMI Persons


KeyBank National AssociationRaymond James New York

Upstate Housing Opportunity Fund I LLC

NYAffordable Housing (LMI Persons, LMI Areas,


KeyBank National Association NCT Ventures Fund II L.P. OH; IN; MIAffordable Housing (Qualified Investment

Under CRA)$ 1,000,000

KeyBank National Association Andalucía Properties LLC Price, UTAffordable Housing (LMI Persons, LMI Areas,


Page 38 of 100

KeyBank National Association KCDC OEF Investment Fund LLC NationwideAffordable Housing (LMI Persons and Qualified


KeyBank National AssociationGreat Lakes Capital Fund for

Housing Limited Partnership 29Nationwide

Affordable Housing (LMI Persons, LMI Areas, and Qualified Investment Under CRA)

$ 5,000,000

KeyBank National AssociationCREA Corporate Tax Credit

Fund 41, LLCNationwide


$ 17,000,000

KeyBank National AssociationSTRATFORD FUND IX LIMITED

PARTNERSHIPAlbany, NY; Buffalo,

NYAffordable Housing (LMI Persons and Qualified


KeyBank National AssociationBoston Financial Institutional

Tax Credits XLII, LPSouth Everett, WA


$ 7,000,000

KeyBank National AssociationKCDC ECD Oregon NMTC

Investment Fund I LLCBeaverton, OR

Economic Development Using NMTCS (Qualified Investment Under CRA)

$ 2,176,600

KeyBank National Association CREA Key CDC Fund 44 LLC NationwideAffordable Housing Using LIHTCs (LMI Persons


KeyBank National AssociationParkview Terrace Development

LLCGrants Pass, OR

Affordable Housing Using LIHTCs (LMI Persons, LMI Areas, and Qualified Investment

Under CRA)$ 8,400,074

KeyBank National AssociationParkview Terrace Development

LLCGrants Pass, OR

Affordable Housing Using LIHTCs (LMI Persons, LMI Areas, and Qualified Investment

Under CRA)$ 8,400,074

KeyBank National Association A Place for Housing LLC Cleveland, OHAffordable Housing Using LIHTCs (LMI


$ 8,412,943

Page 39 of 100

KeyBank National AssociationKeyBank/GLCF Strong Families

LIHTC Fund LPYpsilanti, MI; IN; NY

Affordable Housing Using Historic Tax Credits (LMI Persons and Qualified Investment Under

CRA)$ 16,456,050

KeyBank National Association Lincoln Place LLLP Vancouver, WAAffordable Housing Using LIHTCs (LMI


$ 4,245,840

KeyBank National AssociationRBC Tax Credit Equity Fund-71,

LPSeattle, WA

Affordable Housing Using LIHTCs (LMI Areas and Qualified Investment Under CRA)

$ 27,912

KeyBank National AssociationGreen Mountain Housing Equity

fund VII, LPVT


$ 5,000,000

KeyBank National Association Kimpton Square Apartments, LP Midvale, UT

Affordable Housing Using LIHTCs (LMI Persons, LMI Areas, Area Targeted for

Redevelopment and Qualified Investment Under CRA)

$ 12,205,049

KeyBank National AssociationNEF Key Shared Investment

Fund, LPMulti-State


$ 7,257,518

KeyBank National AssociationGreat Lakes Capital Fund for

Housing LPNationwide


$ 5,000,000

KeyBank National Association Sixth & Grape Development LLC Medford, ORAffordable Housing (LMI Persons, LMI Areas


KeyBank National Association Willoughbeach Terrace, LP Willowick, OHAffordable Housing Using LIHTCs (LMI Persons


KeyBank National AssociationEnterprise Key Investment

Fund, LLCNationwide


$ 17,594,858

Page 40 of 100

KeyBank National Association Emerald Alliance VIII, LP Cleveland, OHAffordable Housing Using LIHTCs (LMI


$ 10,549,951

KeyBank National AssociationNEF Regional Fund VII-

Chicago, LPNationwide


$ 7,000,000

KeyBank National Association Cambray Court Apartments, LP Gouverneur, NYAffordable Housing Using LIHTCs (LMI Persons


Landmark Bank, National Association

Pharos Capital Partners III-A, LP NationwideEconomic Development (Qualified Investment

Under CRA)$ 3,000,000


Raintree Family Apartments St. Louis, MOAffordable Housing Using LIHTCs (LMI Persons



Cradduck LMB Investment Fund, LLC

Chickasaw, OKEconomic Development Using NMTCS (LMI


Ledyard National Bank Community Capital 2015, LP Hanover, NHAffordable Housing (LMI Persons and Qualified


Los Alamos National Bank Puente Partners LP NMEconomic Development (Areas Targeted for

Redevelopment)$ 425,000

Los Alamos National Bank New Mexico Growth Fund NMEconomic Development (Areas Targeted for


Los Alamos National Bank New Mexico Community Capital NYEconomic Development (Areas Targeted for


Page 41 of 100

Los Alamos National Bank vSpring Capital II, L.P. Multi-StateEconomic Development (Areas Targeted for


Los Alamos National Bank Southwest Medical Technologies NMEconomic Development (Areas Targeted for


Los Alamos National Bank New Mexico Mezzanine NMEconomic Development (Areas Targeted for


Los Alamos National Bank Cottonwood Technologies NationwideEconomic Development Using NMTCs (Areas

Targeted for Redevelopment)$ 1,000,000

Modern Bank, National Association

McClarty Capital Partners SBIC, LP


Under CRA)$ 1,000,000

Modern Bank, National Association

Balance Point Capital Partners, II, L.P.


Under CRA)$ 1,000,000

Morgan Stanley Bank, National Association

NEF Preservation Fund I LP NationwideAffordable Housing (LMI Persons and Qualified



Housing Partnership Equity Fund REIT I LLC




NEF Preservation Fund I, LP NationwideAffordable Housing Using LIHTCs (LMI Persons


MUFG Union Bank, National Association

MP East Maude Associates, L.P. Sunnyvale, CAAffordable Housing Using LIHTCs (LMI Persons


Page 42 of 100



LLCNew York, NY


$ 14,133,004


Immanuel Community Housing, L.P.

Long Beach, CAAffordable Housing (LMI Persons and Qualified



Mercy Housing California 51 San Francisco, CAAffordable Housing (LMI Persons and Qualified



LDK Senior Apartments, L.P Los Angeles, CAAffordable Housing (LMI Persons and Qualified



Paradise Creek Housing Partners, LP

National City, CAAffordable Housing (LMI Persons and Qualified



La Brea Affordable Partners, L.P West Hollywood, CAAffordable Housing (LMI Persons and Qualified



UBOC Guaranteed Tax Credit Fund III, L.L.C.

Arvin, CAAffordable Housing (LMI Persons and Qualified



Hudson Housing Tax Credit Fund LXVI LP

Fort Worth, TXAffordable Housing (LMI Persons and Qualified



New Tacoma Phase II Mercy LLC

Tacoma, WAAffordable Housing (LMI Persons and Qualified



Pharos Capital Partners III-A, LP, an SBIC

Nationwide Economic Development (LMI Areas) $ 5,000,000

Page 43 of 100


Pilgrim Terrace Affordable, LP Santa Barbara, CAAffordable Housing Using LIHTCs (LMI

Persons)$ 7,576,484


Delta Lane Housing Partners, LP West Sacramento, CAAffordable Housing Using LIHTCs (LMI Persons



Golden Inn & Village Family, L.P.

Santa Ynez, CAAffordable Housing (LMI Persons and Qualified



Golden Inn & Village Senior, L.P.

Santa Ynez, CAAffordable Housing (LMI Persons and Qualified



Selma Community Housing, L.P. Los Angeles, CAAffordable Housing (LMI Persons and Qualified



Santa Monica Affordable Partners, L.P.

West Hollywood, CAAffordable Housing (LMI Persons and Qualified



Johnson Gardens LP closed on June 12, 2015

San Buenaventura, CAAffordable Housing Using LIHTCs (LMI Persons



SBJ Fund, LP NationwideEconomic Development (Qualified Investment

Under CRA)$ 3,000,000


Avante Mezzanine Partners SBIC II, LP


Under CRA)$ 7,500,000


AMCAL Meridian Fund, L.P. Los Angeles, CAAffordable Housing Using LIHTCs (LMI Persons


Page 44 of 100


GCM Grosvenor California Impact SBIC Fund, LP

CAEconomic Development (Qualified Investment

Under CRA)$ 5,000,000


Lindo Housing Associates, L.P. Lakeside, CAAffordable Housing Using LIHTCs (LMI Persons



East Mountain Housing Associates, L.P.

Pasadena, CAAffordable Housing Using LIHTCs (LMI Persons



Ouchi CIC, L.P. San Diego, CAAffordable Housing Using LIHTCs (LMI Persons



Lompoc Gardens, L.P. Lompoc, CAAffordable Housing Using LIHTCs (LMI Persons



Oakland International Housing Partners, L.P.

Oakland, CAAffordable Housing Using LIHTCs (LMI Persons



Miller Stanley, L.P. Lompoc, CAAffordable Housing Using LIHTCs (LMI Persons



West Villas, L.P. Los Angeles, CAAffordable Housing Using LIHTCs (LMI Persons


National Bank of ArizonaDE Shaw Renewable

Investments, LLCAZ

Economic Development (LMI Areas and Qualified Investment Under CRA)

$ 25,000,000

Old National BankDowntown Evansville Growth

Fund, LLCEvansville, IN

Economic Development (LMI Persons, LMI Areas, Area Targeted for Redevelopment and


Page 45 of 100

Old National BankHuntingburg Senior Residence,

LLC Huntingburg, IN

Affordable Housing (LMI Persons, LMI Areas and Qualified Investment Under CRA)

$ 7,733,723

Old Plank Trail Community Bank, National Association

Community Investment Corporation

Chicago, IL Economic Development (LMI Areas) $ 1,000,000

PNC Bank, National Association

PNC Multifamily Springbrook LLC

CAAffordable Housing Using LIHTCs (LMI

Persons)$ 500


MMCDC New Markets Fund XLIII, LLC

Multi-state Economic Development (LMI Persons) $ 1,996,800


PNC CDE 44, LP and Commonwealth Cornerstone

Group Ltd. XXVIIPittsburgh, PA

Economic Development Using NMTCs (LMI Areas)

$ 3,502,200


IFF Capital VI, LLC; Community Benefit Sub CDE I, LLC; and Consortium America LIII, LLC

Milwaukee, WIEconomic Development Using NMTCs (LMI

Areas)$ 6,797,700


IFF Multi-stateEconomic Development (LMI Persons and LMI

Areas)$ 5,000,000


Madrona Dayton Meadows, LP Denver, COAffordable Housing Using LIHTCs (LMI

Persons)$ 4,506,828


ACP II Operating Partnership, LLC

Chicago, ILAffordable Housing (LMI Persons and LMI

Areas)$ 990,000


Economic and Community Development Institute (ECDI)

OHEconomic Development (Qualified Investment

Under CRA)$ 2,000,000

Page 46 of 100


South Carolina Community Loan Fund

SCEconomic Development (LMI Persons and LMI

Areas)$ 500,000



LLCMS


$ 11,650,000



LLCNationwide


$ 112,000,000


Self-Help New Markets XIII, LLC NationwideEconomic Development Using NMTCs (LMI

Areas)$ 6,240,000


Bridgeport South Frankfort Revitalization 2014, LLLP

Frankfort, KYAffordable Housing Using LIHTCs (LMI

Persons)$ 8,239,820


Kansas City, Missouri Community Development CDE

Kansas City, MOAffordable Housing Using LIHTCs (LMI

Persons)$ 4,317,300


Vesta Regency, LLC Cleveland, OHAffordable Housing Using LIHTCs (LMI

Persons)$ 2,085,031


Glenrio Limited Liability Limited Partnership

Albuquerque, NMAffordable Housing Using LIHTCs (LMI

Persons)$ 6,558,981


Whitney Master Tenant, LLC. Detroit, MI Affordable Housing Using LIHTCs (LMI Areas) $ 17,430,143


Northview Housing 43, LLLP Northport, ALAffordable Housing Using LIHTCs (LMI

Persons)$ 6,474,544

Page 47 of 100


PNC ARHPF Warehouse Fund, LLC


Persons)$ 150,000,000


MuniStrategies Sub-CDE#13, LLC and PNC CDE 47, LP

AL; MSEconomic Development Using NMTCs (LMI

Areas)$ 3,790,800


Justine Petersen Housing and Reinvestment Corp.

St. Louis, MO; East St. Louis, MO; Peoria, IL


$ 250,000


IFF and The Reinvestment Fund,

Cincinnati, OHEconomic Development Using NMTCs (LMI

Areas)$ 5,370,300


Natural Capital Investment Fund NationwideEconomic Development (LMI Persons, LMI



PNC Community Development Company, LLC

Champaign, IL Economic Development (LMI Persons) $ 1,000,000


Building Blocks of West Memphis LLC

West Memphis, TNAffordable Housing Using LIHTCs (LMI

Persons)$ 5,317,568


PNC Affordable Rental Housing Preservation Fund 1, LLC


Persons)$ 250,000,000


Woodward Corridor Investments, LLC

Detroit, MIEconomic Development (LMI Areas and



GBHFH Funding Company I, LLC Birmingham, ALAffordable Housing (LMI Persons, LMI Areas,


Page 48 of 100


LAHFH Funding Company I, LLC Lancaster, PAAffordable Housing (LMI Persons, LMI Areas,



MEDC Capital Fund X, LLC Milwaukee, WIEconomic Development Using NMTCs (LMI

Areas)$ 4,896,450


HFHC Funding Company I, LLC MDAffordable Housing (LMI Persons and LMI

Areas)$ 860,151


Marlborough Revitalization 2013, LP

MDAffordable Housing Using LIHTCs (LMI

Persons)$ 18,374,996


IFF Capital VII, LLC; Community Benefit Sub CDE 2,

LLC; PNC CDE 46, LPMilwaukee, WI


$ 5,850,000


New Markets Investment 84, LLC and CapFund Eleven, LLC

Warsaw, INEconomic Development Using NMTCs (LMI

Areas)$ 4,855,500


Ascendance Capital Partners II LLC

Chicago, IL Affordable Housing (LMI Areas) $ 5,000,000


950 W. Monroe Development, LLC

Chicago, ILAffordable Housing (LMI Persons, LMI Areas,

and Areas Targeted for Redevelopment)$ 725,000


Dawn Ridge Limited Partnership Carlisle, PAAffordable Housing Using LIHTCs (LMI

Persons)$ 9,242,712


PIFS Sub-CDE IX, LLC Ridgeland, SCEconomic Development Using NMTCs (LMI

Areas)$ 1,673,100

Page 49 of 100


Union II Elderly Housing, LLLP Union, SCAffordable Housing Using LIHTCs (LMI

Persons)$ 4,748,628


Overlook at the Fairgrounds, LP Indianapolis, INAffordable Housing Using LIHTCs (LMI

Persons)$ 11,696,315


Lemay Homes I, LP St. Louis, MOAffordable Housing Using LIHTCs (LMI

Persons)$ 4,686,187


MEDC Capital Fund XI, LLC WIEconomic Development Using NMTCs (LMI

Areas)$ 3,948,750



LLCMS


$ 9,350,000


Community Benefit Sub CDE 3, LLC

WIEconomic Development Using NMTCs (LMI

Areas)$ 1,263,600


Kingsburg Marion Villas, LP Kingsburg, CA Affordable Housing (LMI Persons) $ 1,423,526


7415-23 South Kimbark, LLC Chicago, ILAffordable Housing (LMI Persons and LMI

Areas)$ 752,500


Calvert Social Investment Foundation, Inc.

Baltimore, MD Affordable Housing (LMI Areas) $ 500,000


Community Ventures Corporation

Lexington, KYEconomic Development (LMI Persons and LMI

Areas)$ 1,423,789

Page 50 of 100


Columbus Square Associates Model Home III, LP

Pittsburgh, PA Affordable Housing (LMI Areas) $ 265,000


International Institute of St. Louis

MOEconomic Development (LMI Persons, LMI



PNC CDE 56, LP and FWNMR CDE IV, LLC

Fort Wayne, INEconomic Development Using NMTCS (LMI

Areas)$ 3,042,000


CHN Grafton Limited Dividend Housing Association, LP

Eastpointe, MIAffordable Housing Using LIHTCs (LMI

Persons)$ 10,103,178


PNC CDE 49, LP and New Markets Investment 87,

LLCToledo, OH


$ 2,527,200


Hensville Master Tenant, LLC Toledo, OH Affordable Housing (LMI Areas) $ 3,892,298


GWOF Sub-CDE 10, LLC WI Economic Development (LMI Areas) $ 2,496,000


Community First Fund PAEconomic Development (LMI Persons and




NationwideAffordable Housing (Qualified Investment

Under CRA)$ 10,000,000


Sunrise New Markets Fund VII, LLC and Capital City New

Markets Fund VII, LLCSt. Paul, MN

Economic Development Using NMTCS (LMI Areas)

$ 3,116,631

Page 51 of 100


HFHWC Funding Company I, LLC

Worcester County, MDAffordable Housing (LMI Persons and Qualified



Maple Green L.P. Watertown, NYAffordable Housing Using LIHTCs (LMI

Persons)$ 4,344,280


CRA Qualified Investment Fund, LLC


Under CRA)$ 46,500,000


Fairview Homes Preservation, LP

Newark, NJAffordable Housing Using LIHTCs (LMI

Persons)$ 8,193,890


AHFH Funding Company I, LLC Alachua County, FLAffordable Housing (LMI Persons and Qualified



PNC CDE 53, LP and VAF Sub-CDE XIV, LLC

NationwideEconomic Development Using NMTCS (LMI

Areas)$ 3,697,200


GEAHI Auburn Heights LP Bakersfield, CAAffordable Housing Using LIHTCs (LMI

Persons)$ 4,673,429


Westmoreland Union Manor One Limited Partnership


Persons)$ 14,708,315


PNC CDE 48, LP Greensboro, NCEconomic Development Using NMTCS (LMI

Areas)$ 1,560,000


Heidelberg Apartment Associates, LP

Pittsburgh, PAAffordable Housing Using LIHTCs (LMI

Persons)$ 11,342,092

Page 52 of 100


Community Ventures Corporation (CVC)

Lexington, KYEconomic Development (LMI Persons, LMI



Develop Michigan Real Estate Fund LP

MIEconomic Development (Qualified Investment

Under CRA)$ 10,000,000


Power of 32 Site Development Fund Partners LP

Pittsburgh, PA Economic Development (LMI Areas) $ 8,000,000


Edison DevelopmentCorporation, (EDC)

Allentown, PA Economic Development (LMI Areas) $ 2,000,000


Affordable Housing Corporation of Lake County

ILAffordable Housing (LMI Persons and Qualified



XS Tennis and Education Foundation, an Illinois not-for-

profit corporationChicago, IL


$ 2,943,793



LLCNationwide


$ 5,000,000


Solomon Hess SBA Loan Fund, LLC ('the Fund')

Nationwide Economic Development (LMI Areas) $ 3,200,000


PNC CDE 50, LP Pittsburgh, PAEconomic Development Using New Market Tax

Credits (LMI Areas)$ 2,184,000


Affordable Housing Trust for Columbus and Franklin County

OH; Columbus, OHAffordable Housing Using LIHTCs (LMI Persons


Page 53 of 100


PNC New Markets Investment Partners, LLC


Areas)$ 2,798,250


New Jersey Community Capital NJEconomic Development Using NMTCs

(Qualified Investment Under CRA)$ 5,000,000


Heritage Village at Ocean LLC Ocean Township, NJAffordable Housing Using LIHTCs (LMI

Persons)$ 3,491,716


Bridgeway Capital PAAffordable Housing Using LIHTCs (Qualified



PNC CDE 61, LP and UNIF V, LLC

Cincinnati, OHEconomic Development Using NMTCs (LMI

Areas)$ 2,768,874


Falconhurst Restoration, LP Wilkinsburg, PAAffordable Housing Using LIHTCs (LMI

Persons)$ 9,797,930


Access Housing I, LLC Chicago, ILAffordable Housing Using LIHTCs (LMI

Persons)$ 14,825,164


Park, Inc - Immokalee Apartments, LLC

Naples/Marco Island, FL


$ 3,000,000


Lincoln Towers Urban Renewal, LP

Newark, NJ Affordable Housing (LMI Persons) $ 31,546,881


Greenwich Park Apartments LLC Milwaukee, WI Affordable Housing (LMI Persons) $ 6,589,591

Page 54 of 100


Boca Ciega Partners TC, LP St. Petersburg, FLAffordable Housing Using LIHTCs (LMI

Persons)$ 6,106,326


Pangea Properties Chicago, ILAffordable Housing (LMI Persons and LMI

Areas)$ 1,249,500


Pangea Properties Chicago, ILAffordable Housing Using LIHTCs (LMI Persons



PNC CDE 57, LP and CDF Suballocatee XXV, LLC


Areas)$ 4,369,950


PNC CDE 51, LP and Pittsburgh Urban Initiatives Sub-CDE 15,

LPPittsburgh, PA


$ 2,496,000


COA Master Tenant, LLC Pittsburgh, PAAffordable Housing Using Historic Tax Credits

(LMI Areas)$ 1,396,953


PNC CDE 60, LP East Liverpool, NJEconomic Development Using NMTCs (LMI

Areas)$ 2,475,200


Forward Community Investment Inc.

Milwaukee, WI; Waukesha, WI


$ 5,000,000


HFHGO Funding Company I, LLC

Orlando, FL; Kissimmee, FL;

Sanford, FL


$ 1,059,131


Claystone at the Crossing Apartments - Lafayette LIHTC,

LP Lafayette, IN


$ 9,141,316

Page 55 of 100


Viking Village Fresno RAD, LP Fresno, CAAffordable Housing Using LIHTCs (LMI

Persons)$ 339,047


Grow Michigan, LLC MIAffordable Housing Using LIHTCs (Qualified


Rabobank, National Association

DCA Capital Partners II LP CAEconomic Development (LMI Areas and



Housing Trust Fund of Santa Barbara County




Women's Economic Ventures Santa Barbara, CAEconomic Development (LMI Persons and



San Luis Obispo County Housing Trust Fund




Sacramento Neighborhood Housing Services Inc.




Community Housing Improvement System and Planning Association, Inc.

Monterey, CA; San Benito, CA; Santa

Cruz, CA


$ 1,000,000


Red Stone Mountainview LLC Mountain View, CAAffordable Housing (LMI Persons and Qualified



CCRC Affordable Housing Partners, LLC

Gilroy, CAAffordable Housing Using LIHTCs (LMI


Page 56 of 100


BF Valle Vista Apartments Lincoln, CAAffordable Housing Using LIHTCs (LMI Areas



R4 California State Credit Partners II, LLC

Stockton, CA; Exeter, CA

Affordable Housing Using LIHTCs (LMI Areas and Qualified Investment Under CRA)

$ 4,560,000


City Rabobank N.A. Tax Credit fund I, LLC

Live Oak, CAAffordable Housing Using LIHTCs (LMI Areas



BF Gustine Garden Apartments Gustine, CAAffordable Housing Using LIHTCs (LMI Areas



CREA AHOF Quail Run, LLC Santa Rosa, CAAffordable Housing Using LIHTCs (LMI Areas


Raymond James Bank, National Association

Raymond James Community Reinvestment Fund 1 L.L.C.

Hillsborough County, FL


$ 7,441,781

Raymond James Bank, National Association

SP Parkside Commons, LLC Pinellas Park, FLAffordable Housing Using LIHTCs (LMI Persons


Santander Bank, National Association

Massachusetts Alliance for Supportive Housing, LLC

MAAffordable Housing (LMI Persons and Qualified



MB Capital Fund IV, LLC Multi-StateEconomic Development (LMI Areas and



U.S.A. Institutional Tax Credit Fund L.P.

Brooklyn, NY; The Bronx, NY


$ 16,500,000

Page 57 of 100


EHP XXVI GP, LLC NYAffordable Housing Using LIHTCs (LMI Persons


Swineford National Bank Madison Court I, LP Shamokin, PAAffordable Housing Using LIHTCs (LMI


$ 2,510,644

TCF National Bank USB LIHTC 2015-5, LLCIndio, CA; Austin, TX;

St. Paul, MNAffordable Housing Using LIHTCs (LMI

Persons)$ 31,949,178

TCF National Bank USB LIHTC 2015-5 LLC Austin, TXAffordable Housing (LMI Persons and Qualified


TD Bank USA, National Association


DEAffordable Housing Using LIHTCs (LMI Persons


TD Bank USA, National Association

Prestige Affordable Housing Equity Partners, LLC

Wilmington, DEAffordable Housing Using LIHTCs (LMI Persons


TD Bank, National Association

Stratford Somerset Mews Investors Limited Partnership

New Brunswick, NJAffordable Housing (LMI Persons and Qualified



Chelmsford Woods Residences, Limited Partnership

Chelmsford, MAAffordable Housing (LMI Persons and Qualified



1952 Allegheny Associates, LP Philadelphia, PAAffordable Housing Using LIHTCs (LMI Persons



River Vale Senior Residence Urban Renewal, LP

Bergen County, NJAffordable Housing (LMI Persons and Qualified


Page 58 of 100


Ridgeland Gardens, LP South Portland, MEAffordable Housing (LMI Persons and Qualified



Maryland Avenue Urban Renewal LLC

Atlantic City, NJAffordable Housing Using LIHTCs (LMI Persons



Westhampton Urban Renewal, L.P.

Westhampton Township, NJ


$ 12,254,665


Affordable Housing Equity Fund II, L.P.

SCAffordable Housing Using LIHTCs (LMI Persons



Zion Gardens, L.P. Philadelphia, PAAffordable Housing Using LIHTCs (LMI Persons



Villa Capri II Associates Ltd Homestead, FLAffordable Housing Using LIHTCs (LMI Persons



PIO/VIP L.P. Bronx, NYAffordable Housing Using LIHTCs (LMI Persons



Captiva Cove II Associates Ltd Pompano Beach, FLAffordable Housing Using LIHTCs (LMI Persons



St. Stephen's Preservation Limited Partnership

Lynn, MAAffordable Housing Using LIHTCs (LMI Persons



Middle Township Housing Associates, LLC

Middle Township, NJAffordable Housing Using LIHTCs (LMI Persons


Page 59 of 100


Winslow CCUM 1 Urban Renewal Affordable Housing

LLCWinslow, NJ


$ 10,649,314


Boston Capital Corporate Tax Credit Fund XXXVIII, LP

MAAffordable Housing Using LIHTCs and Historic

Tax Credits (LMI Persons and Qualified Investment Under CRA)

$ 10,414,999


Four Eighty-One Corp Brooklyn, NYAffordable Housing Using LIHTCs (LMI Persons



The Hamlet at Pawling LLC Pawling, NYAffordable Housing Using LIHTCs (LMI Persons



Timber Ridge Affordable Housing L.P.

Sanford, MEAffordable Housing Using LIHTCs (LMI Persons



Village Centre Housing Partners, L.P.

Brewer, MEAffordable Housing (LMI Persons and Qualified



Stratford / Fairfax Corner Fairfax, VAAffordable Housing (LMI Persons and Qualified



Stonington Acres, LLC Hartford, CTAffordable Housing Using LIHTCs (LMI Persons



NCRC Housing Rehab Fund, LLC NationwideAffordable Housing (LMI Persons and Qualified



Northvale Senior Residence LP Northvale, NJAffordable Housing Using LIHTCs (LMI Persons


Page 60 of 100


South Main Supportive Housing, LP

Manchester, NHAffordable Housing Using LIHTCs (LMI Persons



Trinity Northampton Phase One Limited Partnership




Ulster Gardens Phase II, LP Kingston, NYAffordable Housing Using LIHTCs (LMI Persons



69 Main Street Housing Urban Renewal, LLC

Fort Lee, NJAffordable Housing Using LIHTCs (LMI Persons



Louis Barett Residence, LP Lynn, MAAffordable Housing Using LIHTCs (LMI Persons



The Mews at Hopewell Junction, LP

Fishkill, NYAffordable Housing Using LIHTCs (LMI Persons


Texas Capital Bank, National Association

Pharos Capital Partners III-A, LP NationwideEconomic Development (Qualified Investment

Under CRA)$ 1,000,000


Patriot Capital III SBIC, LP TXEconomic Development (Qualified Investment

Under CRA)$ 2,000,000


Texas Capital Community Development Corporation

TXAffordable Housing Using LIHTCs (Qualified



Independent Bankers Capital Fund III LP

TXEconomic Development (Qualified Investment

Under CRA)$ 500,000

Page 61 of 100


SBJ Fund LP TXEconomic Development (Qualified Investment

Under CRA)$ 1,000,000



TXAffordable Housing (LMI Persons, LMI Areas,


$ 1,000,000


McLarty Capital Partners SBIC LP

TXEconomic Development (Qualified Investment

Under CRA)$ 1,000,000



Dallas, TX

Affordable Housing Using LIHTCs (LMI Persons, LMI Areas, Areas Targeted for

Redevelopment, and Qualified Investment Under CRA)

$ 38,000,000

The First National Bank of Fairfax

RS Fiber Co-Operative MN Economic Development (LMI Areas) $ 50,000

The Huntington National Bank

Ohio Equity Fund XXV Multi-StateAffordable Housing Using LIHTCs (LMI


$ 20,000,000


VOANS Capital Park - Huntington NHT XI Tax Credit

Fund LLCColumbus, OH


$ 2,093,498


Great Lakes Capital Fund for Housing XVIII

IN; MIAffordable Housing Using LIHTCs (LMI

Persons)$ 3,000,000


The Commons at Garden Lake Limited Partnership

Toledo, OHAffordable Housing Using LIHTCs (LMI

Persons)$ 10,217,457


Wells Associated Renaissance Partners, LLC

Youngstown, OHAffordable Housing Using Historic Tax Credits

(LMI Areas)$ 1,677,110

Page 62 of 100


Crawford Place Limited Partnership

Upper Sandusky, OHAffordable Housing Using LIHTCs (LMI

Persons and LMI Areas)$ 450,452


Ardmore Crossing, LLC Chillicothe, OHAffordable Housing Using LIHTCs (LMI



Waggoner Woods LP Columbus, OHAffordable Housing Using LIHTCs (LMI



Xena Place Limited Partnership McArthur, OHAffordable Housing Using LIHTCs (LMI

Persons and LMI Areas)$ 610,938


Great Lakes Capital Fund for Housing Limited Partnership

XVIIMI


$ 3,089,999


TC Commons I Limited Dividend Housing Association

LLCColumbus, OH


$ 3,620,577


Capital Greene Limited Partnership

Wheeling, WVAffordable Housing Using LIHTCs (LMI

Persons)$ 761,746


The Cincinnati Equity Fund II, LLC

Cincinnati, OH Economic Development (LMI Persons) $ 2,500,000


Teitel JSL LDHA LP -Housing Huntington Fund I

Oak Park, MIAffordable Housing Using LIHTCs (LMI

Persons)$ 10,707,428


GLCF for Housing Huntington Fund I

Detroit, MIAffordable Housing Using Historic Tax Credits


Page 63 of 100


Ohio Equity fund for Housing Limited Partnership XVII

IN; MI; KY; PA; WVAffordable Housing Using LIHTCs (LMI Persons



Advanced Cleveland Development Fund

Cleveland, OH Affordable Housing (LMI Areas) $ 5,000,000


The Commons at Livingston Housing Limited Partnership - Huntington NHT XI Tax Credit

Fund XI

Columbus, OHAffordable Housing Using LIHTCs (LMI

Persons)$ 3,620,577


Villa Serena Affordable Housing L.P.

Cleveland-Elyria, OHAffordable Housing Using LIHTCs (LMI

Persons)$ 10,747,676


Serenity Ridge Housing LP Pittsburgh, PA Economic Development (LMI Persons) $ 4,906,076


Huntington CDC invested in BBDM Investor LLC

OHAffordable Housing Using LIHTCs (LMI

Persons)$ 1,273,871


Langston Commons LTD Cleveland-Elyria, OHAffordable Housing Using LIHTCs (LMI

Persons)$ 1,580,050


Power of 32 Site Development Fund Partners, Limited

PartnershipMulti-State Economic Development (LMI Areas) $ 2,500,000


Great Lakes Capital Fund for Housing XVIII

IN; MIAffordable Housing Using LIHTCs (LMI

Persons)$ 90,000


Larimer/East Liberty Phase I, LP Pittsburgh, PAAffordable Housing Using LIHTCs (LMI

Persons)$ 13,815,379

Page 64 of 100


CSCPA Renaissance, LLC Cincinnati, OHAffordable Housing Using Historic Tax Credits

(LMI Areas and Area Targeted for Redevelopment)

$ 6,191,010


Woodyard Greene Limited Partnership - City Huntington

Tax Credit Fund II, LLCElizabeth, WV


$ 4,220,351


Great Lakes Capital Fund for Housing Limited Partnership 30

Midwest, Affordable Housing Using LIHTCs (LMI Persons



Cardington PlaceApartments Preservation, LP


Persons)$ 2,669,448


Lakeland Townhomes Preservation, LP


Persons)$ 2,220,472


Vinton Green, LTD OHAffordable Housing Using LIHTCs (LMI

Persons)$ 853,573


Perry's Glen, LTD OHAffordable Housing Using LIHTCs (LMI

Persons)$ 886,714


Lincoln Meadows, LTD OHAffordable Housing Using LIHTCs (LMI

Persons)$ 965,245

U.S. Bank National Association

Advantage Cahaba QLICI Fund ALEconomic Development Using NMTCs (LMI

Areas)$ 2,502


Cahaba-AL CDC Partners III, LLC

ALEconomic Development Using NMTCs (LMI

Areas)$ 1,130

Page 65 of 100


Hollywood & Vine Tax Credit Units, L.P.

Los Angeles, CAAffordable Housing (LMI Persons and Qualified



Advantage Nevada Loan Fund NVEconomic Development Using NMTCs (LMI

Areas)$ 7,750,068


700 Market St. Louis, MOEconomic Development Using HTCs (LMI

Areas and Qualified Investment Under CRA)$ 5,046,635


Enterprise IL QLICI Fund II & III


Areas)$ 1,918,608


Homestead Equity Fund XI LP Multi-stateAffordable Housing Using LIHTCs (LMI Persons



Nationwide Life Tax Credit Partners 2014-A, LLC

Multi-stateAffordable Housing Using LIHTCs (LMI Persons



California Equity Fund 2014 LP CAAffordable Housing Using LIHTCs (LMI Persons



Jackson Square Apartments Oshkosh, WIAffordable Housing Using LIHTCs (LMI Persons



Open Door CHCHumboldt County, CA; Del Norte County, CA

Economic Development Using NMTCs (LMI Areas and Qualified Investment Under CRA)

$ 2,988,394


Educare Lincoln Lincoln, NEEconomic Development Using NMTCs (LMI Areas and Qualified Investment Under CRA)

$ 9,120,287

Page 66 of 100


Continental Tire Mt. Vernon, ILEconomic Development Using NMTCs (LMI Areas and Qualified Investment Under CRA)

$ 2,827,500


Twin Cities Public Television St. Paul, MNEconomic Development Using NMTCs (LMI Areas and Qualified Investment Under CRA)

$ 3,112,200


Equitas Academy MS Los Angeles, CAEconomic Development Using NMTCs (LMI



Family Health Centers HITEC San Diego, CAEconomic Development Using NMTCs (LMI Areas and Qualified Investment Under CRA)

$ 5,604,855


Jazz St. Louis St. Louis, MOEconomic Development Using NMTCs (LMI Areas and Qualified Investment Under CRA)

$ 1,599,000


King Street Center Burlington, VTEconomic Development Using NMTCs (LMI

Areas)$ 2,036,120


Heritage Hills, L.P. Rockwood, TNAffordable Housing Using LIHTCs (LMI Persons



Foothills Village, L.P. Maryville, TNAffordable Housing Using LIHTCs (LMI Persons



National Blues Museum St. Louis, MOEconomic Development Using NMTCs (LMI Areas and Qualified Investment Under CRA)

$ 5,353,579


SLDC Loan Fund NationwideEconomic Development Using NMTCs (LMI

Areas)$ 3,074,842

Page 67 of 100


Hudson River Health Care Peekskill, NYEconomic Development Using NMTCs (LMI

Areas)$ 5,471,400


Renaissance Faire III West Allis, WIEconomic Development Using NMTCs (LMI Areas and Qualified Investment Under CRA)

$ 3,242,000


Camp Anza Riverside, CAAffordable Housing Using LIHTCs (LMI Persons



Colville Tribal Admin. Center I Nespelem, WAEconomic Development Using NMTCs (LMI

Areas)$ 1,658,000


Magnolia Place Senior Greenfield, CAAffordable Housing Using LIHTCs (LMI Persons



Truax Park Development Phase 2

Madison, WIAffordable Housing Using LIHTCs (LMI Persons



Hamline Station 9% St. Paul, MNEconomic Development (LMI Persons and



Cuatro Apartments Limited Partnership, LLLP

Albuquerque, NMAffordable Housing Using LIHTCs (LMI Persons



Twain Investment Fund 30, LLC Baltimore, MDEconomic Development Using NMTCs (LMI

Areas)$ 11,085,063


Strathmore Apartments Limited Dividend Housing Association,

LLCDetroit, MI Affordable Housing Using NMTCs (LMI Areas) $ 12,150,746

Page 68 of 100


Twain Investment Fund 29, LLC Baltimore, MDEconomic Development Using NMTCs (LMI

Areas)$ 5,056,000


Cypress Creek Fund 1 Tenant, LLC

NCEconomic Development Using NMTCs (LMI

Areas)$ 29,264,537



LLCMulti-state


$ 24,060,000


Lee Manor II, L.P. Athens, GAAffordable Housing (LMI Persons and Qualified



USB Enterprise HoldCo XIV, LLC ILEconomic Development Using NMTCs (LMI

Areas)$ 2,038,317


Twain Investment Fund 60, LLC-Exact Sciences Laboratories, LLC

Madison, WIEconomic Development Using NMTCs (LMI Areas and Qualified Investment Under CRA)

$ 2,398,500


Twain Investment Fund 32, LLC Denver, COEconomic Development Using NMTCs (LMI Areas and Qualified Investment Under CRA)

$ 2,274,950


USBCDC Investment Fund 54, LLC

Nespelem, WAEconomic Development Using NMTCs (LMI

Areas)$ 6,570,328


Ford Creek Village, L.P. Grey, TNAffordable Housing Using LIHTCs (LMI

Persons)$ 6,636,147


East Haven Apartments. L.P. Fayetteville, TNAffordable Housing Using LIHTCs (LMI


Page 69 of 100


Yokohama Mississippi Corporation

West Point, MS Economic Development (LMI Areas) $ 4,806,750


Wayne Theatre Waynesboro, VA Economic Development (LMI Areas) $ 4,856,385


Phoenix Children's Hospital Phoenix, AZEconomic Development (LMI Areas and



Loop Trolley St. Louis, MOEconomic Development (LMI Areas and



Historic Westside School Corporation

Las Vegas, NVEconomic Development (LMI Areas and



Self Help Loan Pool 14 Nationwide Economic Development (LMI Areas) $ 7,818,900


Santa Fe Community Living, LLC Santa Fe, NM, NMAffordable Housing Using LIHTCs (LMI Persons



Voyageur Senior Apartments Great Falls, MTAffordable Housing (LMI Persons and Qualified



New Leaf Community Hobbs, NM Affordable Housing (LMI Persons) $ 9,675,746


Spaulding Lofts East IDes Moines, IA;

Grimes, IAAffordable Housing (LMI Persons) $ 7,770,628

Page 70 of 100


Fiberstar Clewiston, FL Economic Development (LMI Areas) $ 4,488,667


ACP Utah & Mississippi Fund 2014

UT; MS Economic Development (LMI Areas) $ 6,532,323


Show Me Polson, LLC Polson, MT Affordable Housing (LMI Areas) $ 3,734,640


USB Advantage Holdco IV BIDCO I, LLC

KY; OH; MS Economic Development (LMI Areas) $ 6,134,382


Renaissance at North Colorado Station

Denver, CO Affordable Housing Using LIHTCs (LMI



Cincinnati Development Fund Cincinnati, OHAffordable Housing (LMI Persons, LMI Areas,


$ 1,000,000


BVP Lonsdale Ave Central Falls, RI Affordable Housing Using LIHTCs (LMI Areas) $ 2,375,100


Hamline Station 4% St. Paul, MNAffordable Housing Using LIHTCs (LMI Persons



Wexford Wake Forest Building 60

Winston-Salem, NC Economic Development (LMI Areas) $ 23,629,410


Strathmore Apartments Limited Dividend Housing Association,

LLCDetroit, MI Affordable Housing Using NMTCs (LMI Areas) $ 12,150,746

Page 71 of 100


Victory Lumber AR; LA; TX Economic Development (LMI Areas) $ 1,310,882


Twain Investment Fund 36, LLC Cambridge, MAEconomic Development Using NMTCs (LMI

Areas)$ 2,176,600


Twain Investment Fund 20, LLC Nespelem, WAEconomic Development Using NMTCs (LMI

Areas)$ 2,866,500


PIFS Kentucky X Investment Fund, LLC

KYEconomic Development Using NMTCs (LMI



Stonehenge Illinois NMTC Investment Fund III, LLC

Franklin Park, ILEconomic Development Using NMTCs (LMI Areas and Qualified Investment Under CRA)

$ 5,075,850


Twain Investment Fund 68, LLC UTEconomic Development Using NMTCs (LMI

Areas)$ 3,623,600


Twain Investment Fund 65, LLC Park Rapids, MNEconomic Development Using NMTCs (LMI

Areas)$ 4,934,000


Stonehenge Mississippi NMTC Investment Fund, LLC

Starkville, MSEconomic Development Using NMTCs (LMI

Areas)$ 1,336,474



Martinsville, VAEconomic Development Using NMTCs (LMI

Areas)$ 7,681,500


Twain Investment Fund 28, LLC Poplar, MTEconomic Development Using NMTCs (LMI

Areas)$ 2,395,380

Page 72 of 100


Carson Block Investment Fund, LLC

Eureka, CAEconomic Development Using NMTCs (LMI

Areas)$ 7,987,814


Forest Ridge at Beverly Hills, Ltd.

Hernando, FLAffordable Housing Using LIHTCs (LMI

Persons)$ 14,844,682


U.S. Bancorp Missouri Low-Income Housing Tax Credit

Fund III, L.L.C. and Covenant Place I, LLC

St. Louis, MOAffordable Housing Using LIHTCs (LMI Persons




FLEconomic Development Using NMTCs (LMI Areas and Qualified Investment Under CRA)

$ 125


Plaza Roberto Maestas Seattle, WAAffordable Housing and Economic

Development Using NMTCs (LMI Persons and Qualified Investment Under CRA)

$ 22,575,290


Thomas Jefferson Tower Birmingham, ALEconomic Development Using NMTCs (LMI

Areas)$ 6,025,160


Stanford Affordable Housing Palo Alto, CAAffordable Housing Using LIHTCs (LMI Persons



Universal Ford Fox Buildings Tulsa, OKEconomic Development Using NMTCs (LMI

Areas)$ 6,267,591


Winston Plywood Louisville, MSEconomic Development Using NMTCs (LMI

Areas)$ 3,884,012


Renaissance at Allendale, LP Shreveport, LAAffordable Housing Using LIHTCs (LMI

Persons)$ 5,752,642

Page 73 of 100


Holt and Hamilton Apartments Pomona, CAAffordable Housing Using LIHTCs (LMI



Lanai Health Center Lanai, HIEconomic Development Using NMTCs (LMI

Areas)$ 2,639,427


Nevada Donor Network Las Vegas, NVEconomic Development Using NMTCs (LMI Areas and Qualified Investment Under CRA)

$ 75,000


Pizitz Building Birmingham, ALEconomic Development Using NMTCs (LMI

Areas)$ 19,510,348


Drew Elementary New Orleans, LAAffordable Housing Using Historic Tax Credits

(LMI Areas)$ 3,039,729


Project Newport Newport, AREconomic Development Using NMTCs (LMI

Areas)$ 1,989,000


Bloomington I Housing Partners, L.P.

Bloomington, CAAffordable Housing (LMI Persons and Qualified




NVEconomic Development Using NMTCs (LMI

Areas)$ 2,205


Camphora Associates, L.P. Soledad, CAAffordable Housing (LMI Persons and Qualified



Twain Investment Fund 43, LLC TXEconomic Development Using NMTCs (LMI

Areas)$ 3,315,000

Page 74 of 100



Rapid City, SDEconomic Development Using NMTCs (LMI Areas and Qualified Investment Under CRA)

$ 2,063,880


Arcade Building Commercial - Market

St. Louis, MOAffordable Housing (LMI Areas and Qualified



Old Colony Phase Two Boston, MAAffordable Housing Using LIHTCs (LMI

Persons)$ 17,617,432


Monmouth Property Development, LLC

Monmouth, ILEconomic Development Using NMTCs (LMI Areas and Qualified Investment Under CRA)

$ 1,657,468


The 9 - Tower Hotel Cleveland, OHAffordable Housing Using Historic Tax Credits (LMI Areas and Qualified Investment Under

CRA)$ 11,205,736


The 9 - Tower Residential Cleveland, OHAffordable Housing Using Historic Tax Credits (LMI Areas and Qualified Investment Under

CRA)$ 9,201,727


Western Rivers Forestry IIHumboldt County, CA; Del Norte County, CA

Economic Development Using NMTCs (LMI Areas and Qualified Investment Under CRA)

$ 4,095,000


St. Paul Custom House Bloomington, CAAffordable Housing (Areas Targeted for

Redevelopment and Qualified Investment Under CRA)

$ 16,517,290


Wakeland Atmosphere II LP San Diego, CAAffordable Housing Using LIHTCs (LMI

Persons)$ 19,781,846


SR Camden Nashville, TNEconomic Development Using NMTCs (LMI

Areas)$ 6,464,268

Page 75 of 100


Santa Cecilia Apartments Los Angeles, CAAffordable Housing Using LIHTCs (LMI



Wakeland Atmosphere LP San Diego, CAAffordable Housing Using LIHTCs (LMI

Persons)$ 24,558,112


Almond Village Lost Hills, CAAffordable Housing Using LIHTCs (LMI Persons



Fultonia West/Cedar Heights Fresno, CAAffordable Housing Using LIHTCs (LMI

Persons)$ 6,967,030


Santa Fe Townhomes Sacramento, CAAffordable Housing Using LIHTCs (LMI Persons



Cross Creek Meadows Housing Partners II, LLC

Chillicothe, OHAffordable Housing Using LIHTCs (LMI

Persons)$ 4,896,890


BloomNorm, LLCBloomington, IL;

Normal, ILAffordable Housing (LMI Persons and Qualified



Stonehenge Nevada NMTC Investment Fund II, LLC

Gardnerville, NVEconomic Development Using NMTCs (LMI Areas and Qualified Investment Under CRA)

$ 3,381,000


Masonic Theatre Master Tenant, LLC

Clifton Forge, VAEconomic Development Using NMTCs (LMI

Areas)$ 5,397,049


Farnsworth Real Estate Rockland, MEAffordable Housing and Economic

Development Using NMTCs (LMI Areas and Qualified Investment Under CRA)

$ 5,192,425

Page 76 of 100


VAF FL Investment Fund I, LLC FLEconomic Development Using NMTCs (LMI

Areas)$ 1,603,833


Valir Real Estate, LLC Oklahoma, OKEconomic Development Using NMTCs (LMI

Areas)$ 2,489,520


Eastern Village Philadelphia, PAEconomic Development Using NMTCs (LMI

Areas)$ 3,641,621


National Equity Fund 2014, LP NationwideAffordable Housing Using LIHTCs (LMI Persons



Ohio Equity Fund for Housing Limited Partnership XXV

OH; WV; KYAffordable Housing Using LIHTCs (LMI Persons



Mitchell Street Clinic Milwaukee, WIEconomic Development Using NMTCS (LMI Areas and Qualified Investment Under CRA)

$ 1,801,800


USB CDC Investment Fund 109, LLC

Jennings, MOEconomic Development Using NMTCS (LMI Areas and Qualified Investment Under CRA)

$ 1,018,060


USBCDC Investment Fund 78 LLC

Chicago, ILEconomic Development Using NMTCS (LMI Areas and Qualified Investment Under CRA)

$ 1,766,000


Western Group Packaging LLC Las Vegas, NVEconomic Development Using NMTCs (LMI

Areas)$ 53,206


Habitat for Humanity International I

Kent County, MI; Memphis, TN; Tacoma, WA

Affordable Housing (LMI Areas and Qualified Investment Under CRA)

$ 1,957,050

Page 77 of 100



LLCHumboldt, CA


$ 24,060,000


21c Lexington Lexington, KY Affordable Housing Using LIHTCs (LMI Areas) $ 13,581,743


Renaissance at North Colorado Station, Phase II

Denver, COAffordable Housing Using LIHTCs (LMI

Persons)$ 2,661,630


Twain Investment Fund 68, LLC UTEconomic Development Using NMTCs (LMI

Areas)$ 3,623,600


Stonehenge Nevada NMTC Investment Fund II, LLC

Las Vegas, NVEconomic Development Using NMTCS (LMI Areas and Qualified Investment Under CRA)

$ 4,095,280


Central Y Senior Apartments Cincinnati, OHAffordable Housing Using LIHTCs (LMI Persons



Oak View Village Phase II Union, MOAffordable Housing (LMI Persons and Qualified



Vermont College of Fine Arts Montpelier, VTEconomic Development Using NMTCs (LMI

Areas)$ 4,232,554


Chesterfield Building Durham, NCEconomic Development Using NMTCs (LMI

Areas)$ 23,455,047


RBC Tax Credit Equity National Fund-20, L.P.



Page 78 of 100


700 Market NMTC St. Louis, MOEconomic Development Using NMTCS (LMI Areas and Qualified Investment Under CRA)

$ 3,237,000


Iberville Phase III New Orleans, LA Affordable Housing (LMI Persons) $ 11,097,272


NDC Corporate Equity Fund XI, LP




Goodyear Hall Akron, OHEconomic Development Using NMTCs (LMI

Areas)$ 8,528,887


Maxfield Master Tenant LLC Los Angeles, CAAffordable Housing Using Historic Tax Credits

(Areas Targeted for Redevelopment and Qualified Investment Under CRA)

$ 3,480,537


Omaha Early Learning Centers Omaha, NEEconomic Development Using NMTCS (LMI Areas and Qualified Investment Under CRA)

$ 3,366,599


Prestige Affordable Housing Fund XXVIII, LLC

Montgomery, ALAffordable Housing Using LIHTCs (LMI

Persons)$ 10,268,550


USBCDC Investment Fund 87, LLC - Salud Para La Gente

Watsonville, CAEconomic Development Using NMTCs (LMI

Areas)$ 2,954,440


Yale Station Housing, LLC Denver, COAffordable Housing Using LIHTCs (LMI

Persons)$ 11,646,138


Northern NV Hopes Reno, NVEconomic Development Using NMTCS (LMI Areas and Qualified Investment Under CRA)

$ 5,803,260

Page 79 of 100


Lake Mead Christian Ministries Henderson, NVEconomic Development Using NMTCs (LMI

Persons)$ 3,381,000


Rethke Washington, LLC Madison, WIAffordable Housing Using LIHTCs (LMI Persons



500 Seneca Street MT LLC Buffalo, NYAffordable Housing Using Historic Tax Credits

(LMI Areas)$ 10,500,321


Twain Investment Fund 91, LLC Lexington, KYEconomic Development Using NMTCS (LMI Areas and Qualified Investment Under CRA)

$ 2,969,943


Chicago Tabernacle Chicago, ILEconomic Development Using NMTCS (LMI Areas and Qualified Investment Under CRA)

$ 1,825,200


Twain Investment Fund 81, LLC Seattle, WAEconomic Development Using NMTCS (LMI Areas and Qualified Investment Under CRA)

$ 3,108,600


Pedcor Investments-2013-CXXIV, L.P.

Beaverton, ORAffordable Housing Using LIHTCs (LMI Persons



Eagles Rest LTD San Antonio, TXAffordable Housing Using LIHTCs (LMI

Persons)$ 13,846,734


Twain Investment Fund 105, LLC

Kansas City, MOEconomic Development Using NMTCS (LMI Areas and Qualified Investment Under CRA)

$ 3,276,000


Metro Offices, LLC Cincinnati, OHAffordable Housing Using Historic Tax Credits (LMI Persons and Qualified Investment Under

CRA)$ 10,151,414

Page 80 of 100


Twain Investment Fund 66, LLC Greensboro, NCAffordable Housing Using Historic Tax Credits



Custom House Hotel Tenant, LLC

St. Paul, MNAffordable Housing Using Historic Tax Credits (LMI Persons and Qualified Investment Under

CRA)$ 6,830,785


USB ADVANTAGE HOLDCO OHIO I LLC

OHEconomic Development Using NMTCs (LMI

Areas)$ 2,105,978


Keystone CrossingMinneapolis, MN; St

Paul, MNAffordable Housing Using LIHTCs (LMI Persons



21c Oklahoma City Oklahoma City, OKEconomic Development Using NMTCs (LMI

Areas)$ 13,025,636


420 Court Avenue (Hy-Vee) Des Moines, IAEconomic Development Using NMTCS (LMI Areas and Qualified Investment Under CRA)

$ 3,931,200


UCAN Phase 2 Chicago, ILEconomic Development Using NMTCS (LMI Areas and Qualified Investment Under CRA)

$ 3,834,223


Monogram Foods Distribution Center

Martinsville, VA Economic Development (LMI Areas) $ 2,620,800


Kroger, KM NMTC Equity Fund II, LLC

University Plaza Shopping Center

OHEconomic Development (LMI Areas and



Green Street Carondelet Investors

St. Louis, MOEconomic Development Using NMTCS (LMI Areas and Qualified Investment Under CRA)

$ 1,965,600

Page 81 of 100



LLCNationwide

Economic Development (LMI Persons and Qualified Investment Under CRA)

$ 24,550,000


Town Center Greens Happy Valley, ORAffordable Housing Using LIHTCs (LMI Persons



Pacific Tower Seattle, WAEconomic Development Using NMTCS (LMI Areas and Qualified Investment Under CRA)

$ 18,462,457


Loma Linda University San Bernardino, CAEconomic Development Using NMTCS (LMI Areas and Qualified Investment Under CRA)

$ 3,646,500


Kroger Missouri Fund MOEconomic Development Using NMTCs (LMI

Areas)$ 1,320,696


The CORE Fund (Consortium for Ongoing Reinvestment

Efforts)Hamilton, OH

Economic Development (LMI Persons, LMI Areas, Area Targeted for Redevelopment and



Ash financial Campus Fort Wayne, INAffordable Housing Using Historic Tax Credits

(Area Targeted for Redevelopment)$ 5,182,581



Fernley, NVEconomic Development Using NMTCs (LMI

Areas)$ 6


Plymouth Embassy Suites Minneapolis, MNEconomic Development (Area Targeted for Redevelopment and Qualified Investment

Under CRA)$ 16,542,038


WaterSharks Las Vegas, NVEconomic Development Using NMTCs (LMI Areas and Qualified Investment Under CRA)

$ 6

Page 82 of 100


Rising Star Sports Ranch Resort Mesquite, NVEconomic Development Using NMTCs (LMI

Persons and Qualified Investment Under CRA)$ 30


Nationwide Life Tax Credit Partners 2015-A, LLC

Multi-StateEconomic Development Using NMTCs (LMI



Silver Lakes Madison, GAAffordable Housing Using Historic Tax Credits



800 East Main Richmond, VAAffordable Housing Using Historic Tax Credits

(LMI Areas)$ 3,999,060


MetaLABS, LLC Kansas City, MOEconomic Development Using NMTCs (LMI Areas and Qualified Investment Under CRA)

$ 2,293,200


807 Broadway Revival Minneapolis, MNEconomic Development Using NMTCs (LMI Areas and Qualified Investment Under CRA)

$ 2,620,800


Palace Building Tulsa, OKEconomic Development Using NMTCs (LMI

Areas)$ 3,320,000


Umbrella Factory Philadelphia, PAAffordable Housing Using Historic Tax Credits

(LMI Areas)$ 5,934,390


Dakota Commons LP West Fargo, NEAffordable Housing Using LIHTCs (LMI Persons



The Salvation (Kroc Center POD)

Camden, NJEconomic Development Using NMTCs (LMI

Areas)$ 3,276,000

Page 83 of 100


Rock Falls Hotel Master Tenant, LLC

Rock Falls, ILEconomic Development Using New Market Tax Credits (LMI Areas and Qualified Investment

Under CRA)$ 1,763,000


Cypress Cove Housing Associates, LP

Escondido, CAAffordable Housing Using LIHTCs (LMI Persons



Big Brothers Big Sisters - Miami Miami, FLEconomic Development Using NMTCs (LMI

Areas)$ 4,088,387


Three Trails Bldg. 1, LLC Kansas City, MOEconomic Development Using NMTCs (LMI Areas and Qualified Investment Under CRA)

$ 5,304,000


Sioux Chief Manufacturing Kansas City, MOEconomic Development Using NMTCs (LMI Areas and Qualified Investment Under CRA)

$ 11,436,750


Freshwater Plaza Milwaukee, WIEconomic Development Using NMTCs (LMI Areas and Qualified Investment Under CRA)

$ 7,227,881


Woodward Opera House Mount Vernon, OHEconomic Development Using NMTCs (LMI

Areas)$ 3,714,550


Georgia Renewable Power Carnesville, GAEconomic Development Using NMTCs (LMI

Areas)$ 13,180,600


Parkview Villa Columbia Heights, MNAffordable Housing Using LIHTCs (LMI Persons



Homestead Equity Fund XII, LP Multi-StateAffordable Housing Using LIHTCs (LMI Persons


Page 84 of 100


Boston Financial Tax Credits XLIII, LP


Persons)$ 24,550,000


Sunrise Loan Fund IIIMinneapolis, MN; St.

Paul, MNEconomic Development Using NMTCs (LMI Areas and Qualified Investment Under CRA)

$ 1,780,350


Central Florida Healthcare FLEconomic Development Using NMTCs (LMI

Areas)$ 4,262,367


Enterprise Bank 2015 IL Loan Fund


Areas)$ 8,284,517


Great Falls Rescue Mission in MT

Great Falls, MTAffordable Housing (LMI Areas and Qualified







Greenfield Apartments Phase II Greenfield, CAAffordable Housing Using LIHTCs (LMI Persons



Artspace Macaroni Flats Salt Lake City, UTEconomic Development Using NMTCs (LMI Areas and Qualified Investment Under CRA)

$ 4,060,191


Rolling Green Apartments Amherst, MAAffordable Housing Using LIHTCs (LMI

Persons)$ 6,489,050


Stonehenge Utah Fund UTEconomic Development Using NMTCs (LMI Areas and Qualified Investment Under CRA)

$ 5,424,697

Page 85 of 100


PP Family, LLC Chicago, ILAffordable Housing Using LIHTCs (LMI Persons



Twain Investment Fund 88, LLC Washington, DCEconomic Development Using NMTCs (LMI

Areas)$ 7,065,622


KM NMTC Equity Fund III, LLC Wichita, KSEconomic Development Using NMTCs (LMI

Areas)$ 1,528,684


Hotel Syracuse Syracuse, NYAffordable Housing Using Historic Tax Credits

(LMI Areas)$ 14,563,877


Higher Grounds St. Paul Housing

St. Paul, MNAffordable Housing Using LIHTCs (LMI Persons


UMB Bank, National Association

The Midwest Housing Equity Group Community Fund 43 LP



UMB Bank, National Association

The St. Louis Equity Fund 2014 NationwideAffordable Housing (LMI Persons and LMI

Areas)$ 2,529,200

Webster Bank, National Association

Webster LIHTC Fund I, LP Hartford, CTAffordable Housing Using LIHTCs (LMI


$ 10,160,890

Webster Bank, National Association

NEF Webster LIHTC Fund I, LP Providence, RIAffordable Housing Using LIHTCs (LMI


$ 7,116,481

Wells Fargo Bank, National Association

Villas at Fallen Spruce, LLC Asheville, NCAffordable Housing Using LIHTCs (LMI

Persons)$ 4,334,458

Page 86 of 100


Merritt Community Capital Fund XVI, LP




Homes for Aberdeen, LP Aberdeen, MDAffordable Housing Using LIHTCs (LMI

Persons)$ 10,553,554


North Sky II Limited Liability Partnership

Fargo, NDAffordable Housing Using LIHTCs (LMI

Persons)$ 3,475,112


Partnership of Hope VIII, LLC Portland, OREconomic Development Using NMTCs (LMI


$ 10,000,000


Partnerships of Hope XI, LLC Lexington, NEEconomic Development Using NMTCs (LMI


$ 7,000,000


Beachview, LP Atlantic City, NJAffordable Housing Using LIHTCs (LMI

Persons)$ 11,673,845


Queen Lane Apartments, LP Philadelphia, PAAffordable Housing Using LIHTCs (LMI

Persons)$ 7,822,088


Cook's Court Limited Liability Limited Partnership

Minot, NDAffordable Housing Using LIHTCs (LMI

Persons)$ 6,254,584


Eden South Hayward, LP Hayward, CAAffordable Housing Using LIHTCs (LMI

Persons)$ 21,771,693


JNB Villas at Fox Pointe, LP Knoxville, IAAffordable Housing Using LIHTCs (LMI

Persons)$ 7,700,740

Page 87 of 100


Yankton Heights Limited Partnership

Yankton, SDAffordable Housing Using LIHTCs (LMI

Persons)$ 2,845,303


Tower Park, L.P. Modesto, CAAffordable Housing Using LIHTCs (LMI

Persons)$ 10,809,928


MP Foster Square Associates, L.P.

Foster City, CAAffordable Housing Using LIHTCs (LMI

Persons)$ 18,336,989


Paloma Terrace RHF Partners, L.P.

Los Angeles, CAAffordable Housing Using LIHTCs (LMI Persons



Homestead Equity Fund XI, LP Multi-stateAffordable Housing Using LIHTCs (LMI Persons



Enhanced Capital New Market Development Fund 52, LLC

Eugene, OREconomic Development Using NMTCs (LMI


$ 8,000,000


Western States Sub CDE, LLC Pocatello, IDEconomic Development Using NMTCs (LMI

Persons, Areas Targeted for Redevelopment, and Qualified Investment Under CRA)

$ 21,000,000


Newark Youth Development Fund, Inc.

Newark, NJEconomic Development (LMI Persons, LMI



Alameda Housing Associates, LP San Leandro, CAAffordable Housing Using LIHTCs (LMI

Persons)$ 28,140,639


Bronx Preservation LP Bronx, NYAffordable Housing Using LIHTCs (LMI

Persons)$ 57,485,733

Page 88 of 100


Island Living Apartments, LTD Miami, FLAffordable Housing Using LIHTCs (LMI

Persons)$ 10,393,618


Town Center North Apartments Wheat Ridge, COAffordable Housing Using LIHTCs (LMI

Persons)$ 9,999,482


Eau Claire Housing Limited Partnership, Biscuit Loft

ApartmentsEau Claire, WI

Affordable Housing Using LIHTCs and HTCs (LMI Persons)

$ 3,808,840


APC Live Oak I, LTD Live Oak, TXAffordable Housing Using LIHTCs (LMI

Persons)$ 11,346,294


Enhanced Capital New Market XV, LLC

Eugene, OREconomic Development Using NMTCs (LMI


$ 8,000,000


Promenade at Creekside Housing Partners LP

San Marcos, CAAffordable Housing Using LIHTCs (LMI Persons



Avanath Affordable Houding Fund II, LLC

NationwideAffordable Housing Using LIHTCs (Qualified



GCM Grosvenor California Impact SBIC Fund, L.P.

CAEconomic Development (Qualified Investment

Under CRA)$ 1,000,000


Enhanced Capital New market Development Fund XXI, LLC

Ontario, OREconomic Development Using NMTCs (LMI


$ 8,000,000


CDE 51, LLC and SIF Sub-CDE X, LLC

Seattle, WAEconomic Development Using NMTCs (LMI


$ 14,000,000

Page 89 of 100


TCB Sub-CDE VIII, LLC Washington, DCEconomic Development Using NMTCs (LMI


$ 7,500,000


Community Equity Fund XX, LP Multi-stateAffordable Housing Using LIHTCs (LMI Persons



National Equity Fund 2014 LP NationwideAffordable Housing Using LIHTCs (LMI Persons



NEF Regional Fund VI - Florida LP

FLAffordable Housing Using LIHTCs (LMI Persons



Cannery Village, LLC Berlin, MDAffordable Housing Using LIHTCs (LMI

Persons)$ 12,090,202


5400 Hollywood Family Apartments LP


Persons)$ 15,315,874


Val 9 Housing Partners, L.P. Riverside, CAAffordable Housing (LMI Persons and Qualified



11J Family Housing, L.P. Oakland, CAAffordable Housing Using LIHTCs (LMI

Persons)$ 21,607,829


Mercy Housing California 65, L.P.

San Lorenzo, CAAffordable Housing Using LIHTCs (LMI

Persons)$ 12,182,514


Sonata at Riverpark Partners, L.P.

San Lorenzo, CAAffordable Housing (LMI Persons and Qualified


Page 90 of 100


Washington 722, L.P. Los Angeles, CAAffordable Housing Using LIHTCs (LMI

Persons)$ 19,704,971


Haciendas Senior LP Salinas, CAAffordable Housing Using LIHTCs (LMI

Persons)$ 9,241,477


Liberty Pass LLC Selma, TXAffordable Housing Using LIHTCs (LMI

Persons)$ 15,573,455


Barron's B II LLC Waco, TXAffordable Housing Using LIHTCs (LMI

Persons)$ 10,817,729


Boston Capital Corporate Tax Credit Fund XL




Wilshire Towers L.P. Los Angeles, CAAffordable Housing Using LIHTCs (LMI Persons



Pickett Farms Apts., LP Virginia Beach, VA Affordable Housing (LMI Persons) $ 104,732


Peyton Ridge Community, Ltd Jacksonville, FLAffordable Housing Using LIHTCs (LMI

Persons)$ 12,766,369


Triborough Preservation LLC New York, NYAffordable Housing Using LIHTCs (LMI

Persons)$ 150,500,960


Heritage Village at Longwood, Ltd

Longwood, FLAffordable Housing Using LIHTCs (LMI

Persons)$ 15,651,445

Page 91 of 100


Maple Knoll Renewal LLC Maplewood, MDAffordable Housing Using LIHTCs (LMI



Riverwood Tollgate LLC Abingdon, MDAffordable Housing (LMI Persons and Qualified



Webster Avenue Affordable LLC Bronx, NYAffordable Housing Using LIHTCs (LMI

Persons)$ 38,471,147


TG 110 Lexington, LP Corpus Christi, TXAffordable Housing Using LIHTCs (LMI

Persons)$ 19,896,040


Douglas Jackson Creek, LLC Columbia, SCAffordable Housing Using LIHTCs (LMI

Persons)$ 6,746,010


Boston Capital Corporate Tax Credit Fund XXXIX, LP




Stonehenge Community Development 97, LLC

Albany, OR

Economic Development Using NMTCs (LMI Persons, LMI Areas, Areas Targeted for

Redevelopment, and Qualified Investment Under CRA)

$ 8,000,000


Arkansas Affordable Three LP Clarksville, ARAffordable Housing Using LIHTCs (LMI

Persons)$ 6,259,394


Arkansas Affordable Two LP West Helena, ARAffordable Housing Using LIHTCs (LMI

Persons)$ 6,275,545


Boston Capital Corporate Tax Credit Fund XL, Limited

PartnershipNationwide


$ 30,000,000

Page 92 of 100


Homestead Equity Fund XI, LP Multi-StateAffordable Housing (LMI Persons and Qualified



Argosy Investment Partners V, L.P. General Partner: Argosy

Associates V, LPNationwide


$ 5,000,000


Georgia Avenue Redevelopment LP a District of Columbia Limited Partnership


Persons)$ 5,746,956


Agate Seniors II, LLC Las Vegas, NVAffordable Housing Using LIHTCs (LMI

Persons)$ 9,593,763


Mercy Housing California 61, LP Rancho Cordova, CAAffordable Housing Using LIHTCs (LMI

Persons)$ 16,144,061


Robert Saligman Apartments, LP Philadelphia, PAAffordable Housing Using LIHTCs (LMI

Persons)$ 8,989,723


Tupelo Vue LLC Winter Haven, FLAffordable Housing Using LIHTCs (LMI

Persons)$ 13,916,927


Buchanan Park EAH, LP San Francisco, CAAffordable Housing Using LIHTCs (LMI

Persons)$ 8,837,577


HV Partners 2, LP Pasadena, CAAffordable Housing Using LIHTCs (LMI

Persons)$ 36,136,469


Mandela Preservation LLC Boston, MAAffordable Housing Using LIHTCs (LMI

Persons)$ 21,263,404

Page 93 of 100


TMF Sub-CDE XXI, LLC and MRC X, LLC

Dallas, TXEconomic Development (LMI Persons, LMI



Whisper Rock Limited Partnership, Whisper Rock

ApartmentsRapid City, SD


$ 5,257,931


Bay Street Housing Limited Partnership

Staten Island, NYAffordable Housing Using LIHTCs (LMI

Persons)$ 18,646,666


E3 Owner LLC Brooklyn, NYAffordable Housing Using LIHTCs (LMI

Persons)$ 8,681,477


Ephraim Goldstein Apartments LP

Philadelphia, PAAffordable Housing Using LIHTCs (LMI

Persons)$ 11,434,222


Oak Park 2 LP Paso Robles, CAAffordable Housing Using LIHTCs (LMI

Persons)$ 17,872,564


St. Cloud Capital Partners III SBIC, LP


Under CRA)$ 5,000,000


1000 Southern Artery Renewal, LP

Quincy, MAAffordable Housing Using LIHTCs (LMI

Persons)$ 40,382,232


North Shore Preservation, LP Staten Island, NYAffordable Housing Using LIHTCs (LMI

Persons)$ 26,555,902


Marcus Garvey Preservation LLC Brooklyn, NYAffordable Housing Using LIHTCs (LMI

Persons)$ 61,535,054

Page 94 of 100


Archer Merrick LP Queens, NYAffordable Housing Using LIHTCs (LMI

Persons)$ 13,568,074


Promenade at Creekside Housing Partners LP

San Marcos, CAAffordable Housing (LMI Persons and Qualified



Putnam Gardens LLC Cambridge, MAAffordable Housing Using LIHTCs (LMI

Persons)$ 21,008,764


Broadway Decatur Owners LLC Brooklyn, NYAffordable Housing Using LIHTCs (LMI

Persons)$ 25,420,626


LWO Limited Partnership #114, a Minnesota limited partnership

Owatonna, MNAffordable Housing Using LIHTCs (LMI

Persons)$ 6,452,262


North Sky III LLLP Fargo, NDAffordable Housing Using LIHTCs (LMI

Persons)$ 3,790,340


LWO Limited Partnership #113, a Minnesota Limited Partnership

Minneapolis, MNAffordable Housing Using LIHTCs (LMI

Persons)$ 4,335,017


Ashland Village, LP Rochester, MNAffordable Housing Using LIHTCs (LMI

Persons)$ 7,964,983


Olde Towne Associates LP Gaithersburg, MDAffordable Housing Using LIHTCs (LMI

Persons)$ 12,631,069


MP Westlake Associates, LP Daly City, CAAffordable Housing Using LIHTCs (LMI

Persons)$ 14,073,937

Page 95 of 100


Falcon Ridge Apartments LLLP Estes Park, COAffordable Housing Using LIHTCs (LMI

Persons)$ 9,864,472


Girard Street Community Partners, LLC


Persons)$ 9,624,466


F2 Owner LLC Brooklyn, NYAffordable Housing Using LIHTCs (LMI

Persons)$ 17,159,744


Medina Leased Housing Associates I, Limited

PartnershipMedina, MN


$ 6,191,149


Bordentown Senior Apartments, LP

Bordentown, NJAffordable Housing Using LIHTCs (LMI

Persons)$ 10,451,830


Rexburg Pacific Associates, an Idaho Limited Partnership

Rexburg, IDAffordable Housing Using LIHTCs (LMI

Persons)$ 6,239,601


Aquia Apts., LP Stafford, VAAffordable Housing Using LIHTCs (LMI

Persons)$ 13,668,115


Marshall Field Preservation, LP Chicago, ILAffordable Housing Using LIHTCs (LMI

Persons)$ 83,040,000


North Parcel Residential Intergenerational II LLC


Persons)$ 2,359,501


North Parcel Intergenerational LLC,


Persons)$ 2,394,531

Page 96 of 100


Washington Elms LLC Cambridge, MAAffordable Housing Using LIHTCs (LMI

Persons)$ 22,545,378


Newtowne Court LLC Cambridge, MAAffordable Housing Using LIHTCs (LMI

Persons)$ 39,959,720


Woodrow Wilson Court LLC Cambridge, MAAffordable Housing Using LIHTCs (LMI

Persons)$ 3,900,231


Field Stream Apartments Limited Partnership

Twin Falls, IDAffordable Housing Using LIHTCs (LMI

Persons)$ 7,553,882


4th and Lincoln Seniors, LLC Sparks, NVAffordable Housing Using LIHTCs (LMI

Persons)$ 7,248,385


Mission Bay Block 7 Housing Partners, L.P.


Persons)$ 35,898,368


Northwinds Renewal LLC Wytheville, VAAffordable Housing Using Historic Tax Credits



Stonehenge Community Development 98, LLC NMTC

OREconomic Development Using NMTCs (LMI


$ 8,000,000


St. Paul Leased Housing Associates VI, LLLP

St. Paul, MDAffordable Housing Using LIHTCs (LMI

Persons)$ 10,943,417


Oakshire Trails LLLP Pueblo, COAffordable Housing Using LIHTCs (LMI

Persons)$ 11,167,886

Page 97 of 100


Iowa Street Senior Housing Partners, LP

San Diego, CAAffordable Housing Using LIHTCs (LMI Persons



MP Springs Family L.P., a California Limited Partnership

(the "Partnership")Sonoma, CA


$ 20,999,014


Reliance Crossing Limited Partnership

Souderton, PAAffordable Housing Using LIHTCs (LMI

Persons)$ 12,416,520


Bay Park ONE-A LLC Brooklyn, NYAffordable Housing Using LIHTCs (LMI

Persons)$ 15,511,856


Bay Park TWO-A LLC Brooklyn, NYAffordable Housing Using LIHTCs (LMI

Persons)$ 15,012,890


Fr. Bach II Housing LLC Spokane, WAAffordable Housing Using LIHTCs (LMI

Persons)$ 9,873,898


REACH Orenco II LLC Hillsboro, ORAffordable Housing Using LIHTCs (LMI

Persons)$ 9,354,149


Rochester Meadows, Limited Partnership

Rochester, MNAffordable Housing Using LIHTCs (LMI

Persons)$ 8,699,073


Jamestown Rowhomes Limited Partnership, a North Dakota

limited partnership (the "Partnership")

Jamestown, NDAffordable Housing Using LIHTCs (LMI

Persons)$ 4,472,816


Art at Bratton's Edge, LLC Austin, TXAffordable Housing Using LIHTCs (LMI

Persons)$ 11,211,891

Page 98 of 100


Rockaway Seagirt Limited Partnership

Queens, NYAffordable Housing Using LIHTCs (LMI

Persons)$ 31,453,648


Katie Manor Limited Partnership Crestview, FLAffordable Housing Using LIHTCs (LMI

Persons)$ 9,132,357


Volunteers LIHTC, LLC Spokane, WAAffordable Housing Using LIHTCs (LMI

Persons)$ 9,282,356


Arbours at Pierce Creek LLC Mobile, ALAffordable Housing Using LIHTCs (LMI

Persons)$ 11,448,616


Avante Mezzanine Partners SBIC II, L.P.


Under CRA)$ 5,000,000


Alona Place LP Junction City, ORAffordable Housing Using LIHTCs (LMI

Persons)$ 7,891,226


WFCIH Investment Fund III, LPCA; Tampa, FL; St.

Petersburg, FLAffordable Housing Using LIHTCs (LMI

Persons)$ 50,449,751


The Enterprise Multifamily Opportunity Fund I, LLC

NationwideAffordable Housing (Qualified Investment

Under CRA)$ 5,000,000


Square 50 Affordable Housing LLC

Washington, DC; Alexandria, VA;

Arlington, VA


$ 7,802,590


Bascom Village II LLC Eugene, ORAffordable Housing Using LIHTCs (LMI

Persons)$ 9,275,092

Page 99 of 100


Grass Creek North I Limited Partnership, a Alaska Limited

PartnershipAnchorage, AK


$ 11,294,075


Carver Crossing LPMinneapolis, MN; St.

Paul, MNAffordable Housing Using LIHTCs (LMI

Persons)$ 11,014,992


529 West 29th Holdings LLC New York, NYAffordable Housing Using LIHTCs (LMI

Persons)$ 20,098,284


Playa Escondida Housing, LLLP Hobbs, NMAffordable Housing Using LIHTCs (LMI

Persons)$ 8,833,281


Blumberg Apartment Phase I LP Philadelphia, PAAffordable Housing Using LIHTCs (LMI

Persons)$ 12,706,949


WFCIH Investment Fund III, LP Boston, MAAffordable Housing Using LIHTCs (LMI

Persons)$ 34,178,116


GMB Mezzanine Capital III, L.P. NationwideEconomic Development (Qualified Investment

Under CRA)$ 15,000,000


Forest Oak Apartments II, LP Forest Lake, MNAffordable Housing Using LIHTCs (LMI

Persons)$ 6,549,925


Phyllis Wheatley Redevelopment LLC

Multi-State Affordable Housing Using LIHTCs (LMI Persons $ 9,808,679


JNB Platteville Family LP; a Wisconsin limited partnership Platteville, WI


$ 6,452,262

Page 100 of 100


Darson Marie RHF Housing Partners, LP

San Antonio, TXAffordable Housing Using LIHTCs (LMI

Persons)$ 3,119,539


WFCIH Investment Fund III, LPNew York, NY;

Newark, NJ; PA; Jersey City, NJ


$ 10,863,612


Willow Lake Associates, LTD, a Florida, LP

Miami Gardens, FLAffordable Housing Using LIHTCs (LMI

Persons)$ 12,940,120


MHEG Fund 44, LP NationwideAffordable Housing Using LIHTCs (Qualified



The Village at Tarpon, LTD, a Florida, LP

Tarpon Springs, FLAffordable Housing Using LIHTCs (LMI

Persons)$ 12,450,990

Total Investment Amount

$ 11,482,516,385

National Bank Community Development Investments Annual ... · Tucson, AZ Affordable Housing Using LIHTCs (LMI Persons) $ 10,077,879 Bank of America, National Association: Tempe Housing,

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