National Bank Community Development Investments Annual ...Opportunities Fund 31, LLC: Multi-state Affordable Housing Using LIHTCs (LMI Persons and Qualified Investment Under CRA) $

Page 1 of 86

Investment Bank Investment Name Investment Target Area Investment Activity Amount

Amegy Bank National Association

Dos Rios Partners, LP Multi-stateEconomic Development (LMI Areas and

Qualified Investment Under CRA)$ 3,750,000

Banc of California, National Association

Pan American Bank Los Angeles, CAEconomic Development (LMI Persons, LMI

Areas, and Qualified Investment Under CRA)$ 250,000

Bank of America, National Association

LIHTC Fund 2014-2, LLCSan Diego, CA;

Berkeley, CA; Everett, WA

Affordable Housing Using LIHTCs (LMI Areas) $ 35,000,000


Lafayette Plaza Apartments, LP Houston, TXAffordable Housing Using LIHTCs (LMI

Persons) $ 14,602,949


Franciscan Towers Associates, LP

San Francisco, CAAffordable Housing Using LIHTCs (LMI

Persons) $ 23,446,936


REACH Gateway Senior Housing Limited Partnership, an

Oregon LPPortland, OR

Affordable Housing Using LIHTCs (LMI Persons)

$ 9,468,109


Vernon Family Apartments Limited Partnership

Vernon, CAAffordable Housing Using LIHTCs (LMI

Persons) $ 9,338,164


Long Beach & 21st, LP Long Beach, CAAffordable Housing Using LIHTCs (LMI

Persons) $ 13,598,854


22 Gerrish Avenue, LLC Chelsea, MAAffordable Housing Using LIHTCs (LMI

Persons) $ 4,107,582

National Bank Community Development InvestmentsAnnual Year 2014 (January 1, 2014 - December 31, 2014)

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 2014 (January - December). This list is alphabetically ordered by bank name.

Page 2 of 86


Oswego Diamond Development, LP

Oswego, ILAffordable Housing Using LIHTCs (LMI

Persons) $ 15,607,038


Galento Plaza Limited Partnership

Orange, NJAffordable Housing Using LIHTCs (LMI

Persons) $ 14,745,938


USA Institutional Tax Credit Fund XCIX, LP

NationwideAffordable Housing Using LIHTCs (LMI

Persons) $ 100,000,000


55 Laguna, LP, a California Limited Partnership


Persons) $ 20,206,439


El Dorado Apartments, LP Houston, TX Affordable Housing (LMI Persons) $ 14,670,877


WCH Limited Partnership Dallas, TX Affordable Housing (LMI Persons and LMI

Areas)$ 160,000


Raymond James Housing Opportunities Fund 31, LLC

Multi-stateAffordable Housing Using LIHTCs (LMI Persons

and Qualified Investment Under CRA)$ 70,000,000


Merritt Community Capital Fund XVI, LP

CAAffordable Housing Using LIHTCs (LMI Persons



Lexington Court Partners, Ltd. Orlando, FLAffordable Housing Using LIHTCs (LMI Persons



Garnet LIHTC Fund IX, LLC Multi-stateAffordable Housing Using LIHTCs (LMI

Persons) $ 15,000,000


Hunt Capital Partners Tax Credit Fund 15, LP

GA, MO, Olympia, WAAffordable Housing Using LIHTCs (LMI

Persons) $ 15,000,000


Wynnewood Family Housing, LP Dallas, TXAffordable Housing Using LIHTCs (LMI

Persons) $ 20,931,480

Page 3 of 86


Powder Springs Abbington Trail, LP

Powder Springs, GAAffordable Housing Using LIHTCs (LMI

Persons) $ 7,823,063


Sardis Trace, LLC Charlotte, NCAffordable Housing Using LIHTCs (LMI

Persons) $ 7,278,607


1701 MLK, LP Oakland, CAAffordable Housing Using LIHTCs (LMI

Persons) $ 11,189,664


FC SW Housing, LP Austin, TXAffordable Housing Using LIHTCs (LMI

Persons) $ 13,336,132


Vanston Park Investments, LP Mesquite, TXAffordable Housing Using LIHTCs (LMI

Persons) $ 15,803,700


City Hall Artist Lofts Limited Dividend Housing Association,

Limited PartnershipDearborn, MI


$ 10,906,544


Urban Edge Group Partners, LTD

St. Petersburg, FLAffordable Housing Using LIHTCs (LMI

Persons) $ 5,831,312


Martin Lakeside Group Partners, Ltd.

Stuart, FLAffordable Housing Using LIHTCs (LMI

Persons) $ 4,023,613


Banc of America Community Housing Investment Fund VIII

Chicago, IL; Toms River, NJ;

Ronkonkoma, NY

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

$ 80,000,000


AMCAL Pacific Pointe Fund, LP San Francisco, CAAffordable Housing Using LIHTCs (LMI

Persons) $ 16,745,674


MidPen Donner Associates, LP San Jose, CAAffordable Housing Using LIHTCs (LMI

Persons) $ 18,992,244


Alliant Tax Credit Fund 78, Ltd. Bronx, NY Affordable Housing (LMI Persons) $ 24,000,000

Page 4 of 86


Live Oak Apartments, LLC Charlotte, NCAffordable Housing (LMI Persons and Qualified

Investment Under CRA)$ 1,000,000


Chinatown Metro Apartments, LP

Los Angeles, CA Affordable Housing (LMI Persons) $ 83,406


M Station Housing, LP Austin, TX Economic Development (LMI Persons) $ 17,043


130 Modern, LLC Mount Vernon, NYAffordable Housing Using LIHTCs (LMI

Persons)$ 16,315,327


333 Lenox Associates Brooklyn, NYAffordable Housing Using LIHTCs (LMI

Persons)$ 15,532,599


Birches at Schoharie, LLC Schoharie, NYAffordable Housing Using LIHTCs (LMI

Persons)$ 14,280,911


BOA DC Prep Investment Fund, LLC

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

$ 9,989,226


Brooke Point Valley Stream, NYAffordable Housing Using LIHTCs (LMI

Persons)$ 12,248,074


Campanile at Jones Creek, LP NationwideAffordable Housing Using LIHTCs (LMI

Persons)$ 9,590,947


Cicero & George Limited Partnership

Chicago, ILAffordable Housing Using LIHTCs (LMI

Persons)$ 12,616,744


Clark Place Buena Park, CAAffordable Housing Using LIHTCs (LMI

Persons)$ 19,406,264


Diamond Street Housing Partnership II, LP


Persons)$ 13,527,287

Page 5 of 86


Eden Cambrian, LP NationwideAffordable Housing Using LIHTCs (LMI

Persons)$ 26,721,923


Joe Moretti Preservation Phase Two, LLC

Miami, FLAffordable Housing Using LIHTCs (LMI

Persons)$ 11,750,719


Kerrville Senior Apartments Limited Partnership

Kerrville, TXAffordable Housing (LMI Persons and LMI

Areas)$ 7,386,434


Liberty Pointe Limited Partnership

Petersburg, VAAffordable Housing Using LIHTCs (LMI

Persons)$ 6,267,924


Locust Manor Family Residence Queens, NYAffordable Housing Using LIHTCs (LMI

Persons)$ 13,098,657


Massachusetts Housing Equity Fund XXI, LLC

MAAffordable Housing Using LIHTCs (LMI

Persons)$ 9,953,000


NTCP 2014-B, LLC CA, IA, NC Affordable Housing (LMI Areas) $ 50,000,000


Oswego Diamond Development, LP

Oswego, ILAffordable Housing Using LIHTCs (LMI

Persons)$ 2,148,404


Pier 70 San Francisco, CAAffordable Housing (Areas Targeted for

Redevelopment and Qualified Investment Under CRA)

$ 16,523,443


Pier 70 San Francisco, CAAffordable Housing (Areas Targeted for


$ 746,522


Prestige Affordable Housing Fund XXIV, LLC

Jersey City, NJAffordable Housing Using LIHTCs (LMI

Persons)$ 23,729,084


Remington Row Investment, LLC

Baltimore, MDEconomic Development Using NMTCs (LMI

Areas)$ 8,111,950

Page 6 of 86


Springs Apartments, LLC Arlington, VAAffordable Housing Using LIHTCs (LMI

Persons)$ 23,172,363


Stinger Bridge & Iron Coolidge, AZEconomic Development Using NMTCs (LMI

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

$ 8,183,940


The Community Development Trust, Inc.

NationwideAffordable Housing (LMI Persons, LMI Areas,



The Parc at Medfield Phase I and Phase II, LP

Medfield, MAAffordable Housing Using LIHTCs (LMI

Persons)$ 25,771,941


VDN, LPRancho Cucamonga,

CAAffordable Housing Using LIHTCs (LMI

Persons)$ 9,485,589


Vista Park Group Partners, Ltd. Brooksville, FLAffordable Housing Using LIHTCs (LMI

Persons)$ 15,012,192


Whitehall Cotton Mill, LLC Baltimore, MDAffordable Housing (Areas Targeted for

Redevelopment)$ 4,993,557


Laurel Hill Residences, LP and Laurel Hill Development, LLC

Brookfield, CTAffordable Housing (LMI Persons and Qualified

Investment Under CRA)$ 200,100


Lingo Cove Group Partners Ltd. Nationwide Affordable Housing (LMI Persons) $ 19,301,029


KMI Group, Inc. Kenton, TNAffordable Housing (LMI Persons and LMI

Areas)$ 3,736,400


The Clearinghouse Community Development Financial

InstitutionCA; NV; AZ

Economic Development (LMI Persons and LMI Areas)

$ 2,000,000


VRE II, LLC Columbia, SC Affordable Housing (LMI Persons) $ 7,458,677

Page 7 of 86


Concern Middle Island, LLC Middle Island, NYAffordable Housing (LMI Persons and Qualified



Bridgeport Phase I Tenant, LLC Bridgeport, CTEconomic Development Using NMTCs and

HTCs (LMI Areas)$ 379,054


City Wide Serenity Place Apartments, LP

Dallas, TX Affordable Housing Using LIHTCs (LMI Persons) $ 5,403,559


Laurel Hill Residences, LP Brookfield, CTAffordable Housing (LMI Persons and Qualified



BOA Goodwill Charlotte Investment Fund, LLC

Charlotte, NC Affordable Housing (LMI Areas) $ 4,532,000


Heritage Park Group Partners, Ltd

Nationwide Affordable Housing (LMI Persons) $ 12,445,788


The Banc of America Housing Fund X Limited Partnership, LLP

Multi-state Affordable Housing (LMI Persons) $ 50,000,000


Winston Salem Abbington Gardens, LLC

Winston Salem, NC Affordable Housing (LMI Persons) $ 7,817,852


Givens Gerber Park, LLC Asheville, NC Affordable Housing (LMI Persons) $ 8,837,090


TDC Clemson Land Company Investment Fund, LLC

Seneca, SCEconomic Development Using NMTCs

(Qualified Investment Under CRA)$ 4,216,800


Glendale Arts Colony, LP Glendale, CA Affordable Housing (LMI Persons) $ 23,868,317


BOA Amos House Investment Fund, LLC

Providence, RI CEDEs (LMI Persons and LMI Areas) $ 3,297,065

Page 8 of 86


AMCAL Pacific Pointe Fund, LP San Francisco, CA Affordable Housing (LMI Persons) $ 1,249,653


Vancouver Veterans Residences Limited Partnership

Vancouver, WAAffordable Housing (LMI Persons and Qualified



Waverly Senior Apartments, LP Columbus, GAAffordable Housing (LMI Persons and LMI

Areas)$ 9,662,780


Rolling Green Group Partners, Ltd.

Sarasota, FL Affordable Housing (LMI Persons) $ 5,786


Highland Avenue, LLC Spartanburg, SC Affordable Housing (LMI Persons) $ 7,477,010


Community Capital 2014 LP ME; NH Affordable Housing (LMI Persons) $ 3,093,000


Hudson Housing Tax Credit Fund LXV, LP

Atlanta, GA; Newbury, CT

Affordable Housing (LMI Persons and Qualified Investment Under CRA)

$ 50,000,000


Remington Row Investment, LLC

Baltimore, MD Affordable Housing (LMI Areas) $ 4,311,292


Boston Financial Fleet Affordable Housing Fund B, LP



FLS 2014 Group B Solar Lessee, LLC

NCOther (LMI Areas and Qualified Investment

Under CRA)$ 73,003,174


CPDG2, LLC/The Tempo at Encore, LP

Tampa, FLAffordable Housing (LMI Persons, Areas

Targeted for Redevelopment, and Qualified Investment Under CRA)

$ 1,072,268


The Grove Apartments, LP Odessa, TXAffordable Housing Using LIHTCs (LMI

Persons)$ 8,102,802

Page 9 of 86


BOA Rumrill Investment Fund, LLC

San Pablo, CAEconomic Development Using NMTCs (LMI

Areas)$ 2,710,000


Montgomery Heritage Plaza Montgomery, TXAffordable Housing Using LIHTCs (LMI

Persons)$ 8,182,939


BOA DC Prep Investment Fund, LLC

Washington, DCEconomic Development Using NMTCs (LMI

Areas)$ 2,678,567


Reclaiming the Vision II, LP Woonsocket, RIAffordable Housing Using LIHTCs (LMI

Persons)$ 1,218,470


Lennard Road Group Partners, Ltd.


Persons)$ 12,366,659

BMO Harris Bank National Association

Hunt Capital Fund 10 Chicago, ILAffordable Housing Using LIHTCs (LMI Persons



USA Institutional Tax Credit Fund XCVI, LP

Chicago, ILAffordable Housing Using LIHTCs (LMI Persons



Enterprise Multifamily Opportunity Fund I, LP

Chicago, ILAffordable Housing (LMI Persons and Qualified



Pharos Capital Partners Multi-stateEconomic Development (Qualified Investment

Under CRA)$ 3,000,000


Riverside Micro-Cap Fund III, LP

Chicago, ILEconomic Development (Qualified Investment

Under CRA)$ 10,000,000


Florida Community Loan FundFort Lauderdale, FL; Sarasota, FL; Tampa, FL; Jacksonville, FL

Affordable Housing (Qualified Investment Under CRA)

$ 500,000,000


Metropolitan Consortium of Community Developers

MNEconomic Development (Qualified Investment

Under CRA)$ 100,000,000

Page 10 of 86


Red Stone - 2014 National Fund, LP

Chicago, IL; Milwaukee, WI


$ 5,000,000


Small Business Community Capital II, LP

Chicago, IL; Joliet, IL; Naperville, IL

Economic Development (Qualified Investment Under CRA)

$ 2,000,000


Pelham S2K SBIC, LP Multi-stateEconomic Development (Qualified Investment

Under CRA)$ 7,500,000


Berwyn Development Corporation

Berwyn, ILEconomic Development (Qualified Investment

Under CRA)$ 600,000


Turner Multifamily Impact Fund, LP




NEF Regional Fund II - Chicago, LP

Milwaukee, WI; Chicago, IL


$ 15,000,000


Community Investment Corporation

ILAffordable Housing (LMI Areas and Qualified



St. Louis Equity Fund 2014 Fund, LLC

Belleville, ILAffordable Housing (LMI Persons and Qualified



Avante Mezzanine Partners SBIC II, LP

NationwideEconomic Development (Qualified Investment

Under CRA)$ 7,500,000


IFF School Facilities Development Fund I, LLC

Midwest United StatesEconomic Development (LMI Persons, LMI

Areas, and Qualified Investment Under CRA)$ 2,500,000


IFF Investor Consortium Note Program

Nationwide CEDEs (Qualified Investment Under CRA) $ 15,000,000


2700 Owners (University) FC, LLC

Saint Paul, MNAffordable Housing (LMI Persons and Qualified


Page 11 of 86

BMO Harris Bank, National Association

Pelham S2K SBIC, LP Chicago, ILEconomic Development (Qualified Investment

Under CRA)$ 5,000,000


CranRidge Capital, LP Multi-stateEconomic Development (Qualified Investment

Under CRA)$ 5,000,000


Enterprise Housing Partners XXV, LP

Chicago, ILAffordable Housing Using LIHTCs (LMI Persons



Alliant Tax Credit Fund 76, LTD Chicago, ILAffordable Housing Using LIHTCs (LMI Persons



Penta Mezzanine SBIC Fund I, LP

West Palm Beach, FLEconomic Development (Qualified Investment

Under CRA)$ 3,000,000

Capital One Bank (USA), National Association

PNC Real Estate Tax Credit Institutional Fund 46, LP

San Antonio, TX; New Orleans, LA


$ 6,258,924


Enterprise Housing Partners XXIV, LP

Baltimore, MD; Bethesda, MD


$ 12,000,000


Alliant Tax Credit Fund 74, Ltd. TX, WVAffordable Housing (LMI Persons and Qualified



Boston Financial Institutional Tax Credit Fund 40, LP

NationwideAffordable Housing (LMI Persons and Qualified



National Equity Fund 2013, LP NationwideAffordable Housing (LMI Persons and Qualified



RBC Tax Credit Equity National Fund 18, LLC

Multi-stateAffordable Housing (LMI Persons and Qualified



Boston Capital Corporate Tax Credit Fund, XXXVIII, LP

Lafayette, LA; Washington, DC


$ 25,000,000

Page 12 of 86


Housing Equity Fund of Virginia XVIII, LLC

VAAffordable Housing (LMI Persons and Qualified



PNC Real Estate Tax Credit Capital Institutional Fund 52,

LPTX; LA


$ 14,962,500


Community Equity Fund XIX, LLC

NC; Richmond, VAAffordable Housing Using LIHTCs (LMI Persons



RBC Tax Credit Equity National Fund 19, LLC

New Orleans, LA; Boston, MA


$ 20,000,000


USA Institutional Tax Credit Fund XCVI, LP




Alliant Tax Credit Fund 76, Ltd. TXAffordable Housing (LMI Persons and Qualified



Boston Financial Institutional Tax Credits XLI, LP








WNC Institutional Tax Credit Fund 39, LP

Los Angeles, CA; TX; NJ


$ 25,000,000


Hudson Housing Tax Credit Fund LIV, LP

Arlington, VAAffordable Housing (LMI Persons and Qualified


Capital One, National Association

Hudson Housing Tax Credit Fund 42 - The Palms at

Leopard, LPCorpus Christi, TX


$ 13,757,481


Hudson Housing Tax Credit Fund 42 - Fairfield Creek

Estates, LPCypress, TX


$ 14,976,162

Page 13 of 86


Boston Financial - Woodland Hill Preservation Associates,

LLCArlington, VA


$ 8,862,843


Community Development Trust, Inc.

New Orleans, LAAffordable Housing (LMI Persons and Qualified



Hudson Housing Tax Credit Fund 42 - WR Communities B,

LLCSuffolk County, NY


$ 15,458,293


Hudson Housing Tax Credit Fund 42-Riverwoods St.

Michaels, LLCSt. Michaels, MD


$ 2,385,946


Raymond James HOF10-Trinity Plaza, LLC

Washington, DCAffordable Housing Using LIHTCs (LMI Persons



Red Stone Fund 42-Wincoram Commons 1, LLC

Coram, NYAffordable Housing Using LIHTCs (LMI Persons



Hudson Housing Tax Credit Fund 42- Orchard Ridge Rental

IV, LLCBaltimore, MD


$ 5,949,298


Red Stone Fund 4 - North Creek Run II, LLC

MDAffordable Housing Using LIHTCs (LMI Persons



Hudson Housing Tax Credit Fund 42 - Cherry Point, ALPIC

Tangipahoa Parish, LAAffordable Housing Using LIHTCs (LMI Persons



RBC Tax Credit Equity Fund 82 - Cuero DMA Housing, LLC

Cuero, TXAffordable Housing Using LIHTCs (LMI Persons



Hudson Housing Tax Credit Fund 42 - Tower Village

Partners, LtdHouston, TX


$ 8,294,384


Boston Financial Premier Tax Credit Fund 2011 - Keith School

Associates LPAloona, PA


$ 5,160,344

Page 14 of 86


Hudson Housing Tax Credit Fund 42-Webster Building E

LLCBronx, NY


$ 10,111,477


Hudson Housing Tax Credit Fund - SP Huntington Partners

LTDMissouri City, TX


$ 14,360,199


Alliant Tax Credit Fund 72, Ltd. - Longwood Residences, LP

Bronx, NYAffordable Housing Using LIHTCs (LMI Persons



Boston Financial Premier Tax Credit Fund 2011- Roman-

Bienville Homes, LLCNew Orleans, LA


$ 6,571,318


Enterprise Community Opportunity Fund - Riverwoods

at North East, LPCecil County, MD


$ 13,252,604


Hudson Housing Tax Credit Fund 42 - Burberry Estates

Partners, LPBaton Rouge, LA


$ 5,978,825


Hudson Housing Tax Credit Fund 42 - WCA, Limited

PartnershipCorpus Christi, TX


$ 13,368,599


Hudson Housing Tax Credit Fund AHC Limited Partnership

24

Alexandria, VA; Arlington, VA


$ 17,204,939


Raymond James HOF10 - Alexandria Trilogy Properties,

LPAlexandria, VA


$ 6,209,195


Raymond James Housing Opportunities Fund 10 LLC - Israel Senior Residences, LLC

Washington, DCAffordable Housing Using LIHTCs (LMI Persons



Red Stone Fund 42 - Wincoram Commons Phase 2 LLC

New York, NYAffordable Housing (LMI Persons and Qualified



Richman USA Institutional Tax Credit Fund 83 - Parkland

Apartments, LLCCecilton, MD


$ 11,167,617

Page 15 of 86


Hudson Housing Tax Credit Fund XLII, LP

Paterson, NJAffordable Housing Using LIHTCs (LMI Persons



NEF 810 Arch, LP Philadelphia, PAAffordable Housing (LMI Persons and Qualified



Hudson Housing Tax Equity Fund XLII, LP

Fort Worth, TXAffordable Housing (LMI Persons and Qualified



Red Stone Fund 42, LP Philadelphia, PAAffordable Housing (LMI Persons and Qualified




Harvey, LAAffordable Housing (LMI Persons and Qualified




Monroe, LAAffordable Housing (LMI Persons and Qualified



Enterprise Community Opportunity Fund - Hollins Station Limited Partnership

Halethorpe, MDAffordable Housing (LMI Persons and Qualified



Hudson Housing Tax Credit Fund 42 - 810 River Partners,

LLCBronx, NY


$ 19,835,969


Richmond USA Institutional Tax Credit Fund 83 - Newark Housing Redevelopment LLC

Newark, DEAffordable Housing Using LIHTCs (LMI Persons



Hudson Housing Tax Credit Fund 42 - TX Nolanville

Apartments, Ltd.Nolanville, TX


$ 5,201,811


Hudson Housing Tax Credit Fund XLI, LP

Houston, TXAffordable Housing (LMI Persons and Qualified



U.S.A. Institutional Tax Credit Fund LXXXIII, LP

Newark, NHAffordable Housing (LMI Persons and Qualified


Page 16 of 86

Citibank, National Association

IL-FL Grocers Investment Fund, LLC

IL, FLEconomic Development

(LMI Persons and LMI Areas)$ 3,042,000


HFH NMTC Investment Fund, LLC

Paterson, NJ; Boston, MA; Bridgeport, CT;

Stamford, CT

Affordable Housing (LMI Persons and LMI Areas)

$ 2,340,000


Boston Capital Multifamily Tax Credit Fund II, A Limited

PartnershipMulti-state


$ 100,000,000


U.S.A. Institutional Tax Credit Fund XCVII,LP

NationwideAffordable Housing (LMI Persons and LMI

Areas)$ 100,000


Raymond James New York Housing Opportunities Fund II,

LLCNY


$ 35,000,000

Citizens Bank, National Association

RBS Citizens Community Development Corporation

Newport, RIAffordable Housing (LMI Persons, Areas


$ 9,858,668


RBS Citizens-RJTCF Fund I, LLC: Tasker Village, LP

Philadelphia, PAAffordable Housing Using LIHTCs (LMI Persons



Boston Financial - RBS Citizens Tax Credit Fund I, LP:

Sycamore Urban Renewal Associates, LLC

Pennsauken Township,Affordable Housing Using LIHTCs (LMI Persons



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

Erie, PAAffordable Housing (LMI Persons and Qualified



Grace Preservation Associates, LP

Providence, RIAffordable Housing (LMI Persons and Qualified



Roxbury Crossing Senior Building, Limited Partnership

Roxbury, MAAffordable Housing (LMI Persons and Qualified



Boston Financial Institutional Tax Credits XXXIX, LP

NationwideAffordable Housing Using LIHTCs (LMI Persons


Page 17 of 86


Green Mountain Equity Fund VI, LP

VTAffordable Housing Using LIHTCs (LMI

Persons) $ 3,500,000


NEF Regional Fund IV - Northeast, LP

Multi-stateAffordable Housing Using LIHTCs (LMI

Persons) $ 10,000,000


Midview Crossing NationwideAffordable Housing Using LIHTCs (LMI Persons




Chester Township, PA; Dorchester, MA


$ 24,925,474


Ohio Equity Fund for Housing Limited Partnership XXIII








Community Capital 2014 NHAffordable Housing Using LIHTCs (LMI Persons



Stratford Fund XV, LP NationwideAffordable Housing Using LIHTCs (LMI Persons



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

New London, CTAffordable Housing Using LIHTCs (LMI Persons



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




CREA Corporate Tax Credit Fund 39, LLC

Troy, NY; Albany, NY; Schenectady, NY;

Detroit, MI


$ 10,000,000


Massachusetts Housing Equity Fund XXI, LLC

MAAffordable Housing Using LIHTCs (LMI

Persons) $ 6,000,000

Page 18 of 86


Lionhead Apartments, LLC Boston, MAAffordable Housing Using LIHTCs (LMI

Persons) $ 6,273,973


Charter One Community Development Corporation




CREA CTC Fund XXXIV, LLC Duquesne, PAAffordable Housing (LMI Persons and Qualified



Enterprise Housing Partners XXV Limited Partnership




The Londonderry Townhomes at Whittemore Place

Londonderry, NH Affordable Housing (LMI Persons) $ 7,751,058


Ashton Village, LP Providence, RI Affordable Housing (LMI Persons) $ 9,692,147


River's Edge Laconia, LP Laconia, NH Affordable Housing (LMI Persons) $ 5,157,062


Advance Cleveland Development Fund

Cleveland, OHAffordable Housing (LMI Persons and Qualified



BFIM RBS Citizens Investment Fund I, LP




CREA Corporate Tax Credit Fund XXXII, LLC








Massachusetts Housing Equity Fund XX, LLC



Page 19 of 86


MHIC -RBS Citizens NMTC Fund, LLC

Boston, MAEconomic Development Using NMTCs (LMI

Persons and Qualified Investment Under CRA)$ 3,085,761


NHT-RBS Citizens 31 Tax Credit Fund, LP

Boston, MAAffordable Housing Using LIHTCs (LMI Persons




LPNationwide


$ 5,000,000


Princeton Plaza, LLC Lowell, MAAffordable Housing Using LIHTCs (LMI Persons



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

Detroit, MIAffordable Housing Using LIHTCs (LMI Persons



















Red Stone Fund 31 LP Pittsburgh, PAAffordable Housing (LMI Persons and Qualified



Red Stone/RBS Citizens - Fund 34, LP




Stratford Fund XI, LP NationwideAffordable Housing Using LIHTCs (LMI Persons


Page 20 of 86


RBC Tax Credit Equity National Fund 19, LP



St. Botoph Terrace Boston, MA Affordable Housing (LMI Persons) $ 7,607,187


Stratford - RBS Citizens Fund XIV, LP

Troy, NYAffordable Housing (LMI Persons and Qualified



Citizens Community Development Corporation

Clifton Springs, NYAffordable Housing (LMI Persons and Qualified



Citizens One Community Development Corporation




MHIC - RBS Citizens NMTC Fund, LLC

Pawtucket, RICEDEs (LMI Persons and Qualified Investment

Under CRA)$ 2,272,147


Collingwood Green Phase II, LP Toledo, OHAffordable Housing (LMI Persons and Qualified



NHT - RBS Citizens 31 Tax Credit Fund, LP

Worcester, MAAffordable Housing (LMI Persons and Qualified



NHT - RBS Citizens 31 Tax Credit Fund, LP

Worcester, MAAffordable Housing Using LIHTCs (LMI Persons



Boston Financial - RBS Citizens Tax Credit Fund I, Limited

PartnershipCharlestown, MA


$ 10,497,456


RBS Citizens - RJTCF Fund I, LLC

Clifton Springs, NYAffordable Housing Using LIHTCs (LMI Persons


Citizens National BankGolden Age Retirement Village

II, LPKnoxville, TN

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

$ 2,939,706

Page 21 of 86

Citizens National Bank of Greater St. Louis

St. Louis Equity Fund 2013, LLC St Louis, MOAffordable Housing (LMI Persons, LMI Areas,

and Qualified Investment Under CRA)$ 200,000

Citizens National Bank of Greater St. Louis

St Louis Equity Fund 2014, LLC St. Louis, MOAffordable Housing (LMI Persons, LMI Areas,


First National Bank and Trust Company of Ardmore

FNB Ardmore New Markets, LLC

OKEconomic Development Using NMTCs (LMI

Persons, LMI Areas, and Qualified Investment Under CRA)

$ 1,000

First National Bank of St. Louis

St Louis Equity Fund 2014Kansas City, MO; Cape

Girardeau, MO; St. Joseph, IL

Affordable Housing (LMI Persons, LMI Areas, Areas Targeted for Redevelopment, and

Qualified Investment Under CRA)$ 300,000

First National Bank of St. Louis

St. John Neumann Apartments Part I

St. John Neumann Apartments Part II

Jennings, MOAffordable Housing (LMI Persons, LMI Areas,


First Niagara Bank, National Association

Enterprise First Niagara Affordable Housing Fund I,

LLLPSyracuse, NY


$ 6,549,699


Raymond James Housing Opportunity Fund 17, LLC

Amsterdam, NY Affordable Housing (LMI Persons) $ 9,270,021


RBC Tax Credit Equity Fund 86, LP

Webster, NYAffordable Housing Using LIHTCs (LMI

Persons)$ 8,204,024


Enterprise First Niagara Affordable Housing Fund I,

LLLPPittsburgh, PA Affordable Housing (LMI Persons) $ 8,153,549

First Tennessee Bank National Association

TVT, LP Knoxville, TN Affordable Housing (LMI Persons) $ 6,184,160

Firstmerit Bank, National Association

Great Lakes Capital Fund for Housing Limited Partnership 29

Multi-stateAffordable Housing (LMI Persons, LMI Areas,


FNB Bank, National Association

Grove Street Elderly Housing Associates, LP

Williamsport, PAAffordable Housing (LMI Persons and Qualified


Page 22 of 86

Fulton Bank, National Association

Market Square Apartments Partners, LP

Reading, PAAffordable Housing (LMI Persons, LMI Areas,



Mountain View Terrace, LPSalisbury Township,

PAAffordable Housing (LMI Persons and Qualified



Brunswick Farms Apartments Associates, LP

Manor Township, PAAffordable Housing (LMI Persons and Qualified


HSBC Bank USA, National Association

Hamilton Lane New York Credit Fund, LP

New York City, NY; Long Island, NY

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

$ 7,000,000


Raymond James California Housing Opportunities Fund II,

LLC

Los Angeles, CA; San Francisco, CA


$ 4,884,500


Raymond James New York Housing Opportunities Fund II,

LLCNew York, NY


$ 10,000,000


Red Sone 2014 National Fund LP

Miami, FLAffordable Housing (LMI Persons and Qualified



Raymond James Housing Opportunity Fund 36, LLC



JPMorgan Chase Bank, National Association

NHT XXI Tax Credit Fund, LP Chicago, ILAffordable Housing Using LIHTCs (LMI

Persons) $ 17,383,646


Hudson Housing Tax Credit Fund LXI, LP

Downey, CA Affordable Housing (LMI Persons) $ 9,818,629


Texas Tech School of Nursing Abilene, TXEconomic Development Using NMTCs (LMI


$ 6,000,000


San Pablo Oakland, CAEconomic Development Using NMTCs (LMI


$ 6,000,000

Page 23 of 86


Griswold Lofts 2 Detroit, MIEconomic Development Using NMTCs (LMI


$ 6,000,000


Harlem RBI NationwideEconomic Development Using NMTCs (LMI


$ 8,845,200


Swans' Market Oakland, CAEconomic Development Using NMTCs (LMI


$ 10,000,000


Charter School Initiative IFF Kansas City, MOEconomic Development Using NMTCs (LMI


$ 1,657,500


Lighthouse for Children Fresno, CAEconomic Development Using NMTCs (LMI


$ 8,000,000


Chase NMTC MI Renewal Carbon Investment Fund, LLC

Gwinn, MIEconomic Development Using NMTCs (LMI


$ 6,949,800


Griswold Lofts I Detroit, MIEconomic Development Using NMTCs (LMI


$ 7,000,000


TVHC San Leandro Health Center

San Leandro, CAEconomic Development Using NMTCs (LMI


$ 8,000,000


One Safe Place Fort Worth, TXEconomic Development Using NMTCs (LMI


$ 4,258,800


Chase NMTC Aker BioMarine Investment Fund, LLC

Houston, TXEconomic Development Using NMTCs (LMI


$ 12,000,000


Chase NMTC Chicago 2013 Investment Fund, LLC

Chicago, ILEconomic Development Using NMTCs (LMI


$ 5,000,000


Chase NMTC Detroit 2013 Investment Fund, LLC

Detroit, MIEconomic Development Using NMTCs (LMI


$ 10,000,000

Page 24 of 86


Chase NMTC Kenedy Investment Fund, LLC

Kenedy, TXEconomic Development Using NMTCs (LMI


$ 3,000,000


Chase NMTC DTS Investment Fund, LLC

Romulus, MIEconomic Development Using NMTCs (LMI


$ 20,000,000


Chase NMTC CA CDC 2013 Investment Fund, LLC

Coalinga, CAEconomic Development (LMI Persons, LMI



Chase NMTC Alliance 8 Investment Fund, LLC

Los Angeles, CAEconomic Development (LMI Persons, LMI



Chase NMTC Boriken Investment Fund, LLC

New York, NYEconomic Development (LMI Persons, LMI



Chase NMTC Continental Tire IL Investment Fund, LLC

Mt. Vernon, ILEconomic Development (LMI Persons, LMI



Enterprise Housing Partners XX Limited Partnership


Persons) $ 20,879,528


Chase NMTC Bridge Investment Fund I, LLC

East Palo Alto, CAEconomic Development Using NMTCs (LMI


$ 8,500,000


Chase NMTC Eastern Shore Investment Fund, LLC

Easton, MDEconomic Development Using NMTCs (LMI


$ 6,000,000


Enterprise Housing Partners XIX, LP


Persons) $ 29,324,044


National Equity Fund 2013, LP Nationwide Affordable Housing (LMI Persons) $ 25,000,000


Enterprise Green Communities West, LP

CA, OR, WAAffordable Housing Using LIHTCs (LMI

Persons) $ 14,385,268

Page 25 of 86


Enterprise Green Communities West II, LP

Multi-stateAffordable Housing Using LIHTCs (LMI

Persons) $ 12,622,732


Enterprise Housing Partners XVIII, LP


Persons) $ 7,591,538


USB LIHTC Fund 2013-3, LLC Multi-stateAffordable Housing Using LIHTCs (LMI

Persons) $ 100,170,323


Hudson Housing Tax Credit Fund LV, LP


Persons) $ 9,651,092


Red Stone - Fund 35 JP Morgan Limited Partnership

Compton, CAAffordable Housing Using LIHTCs (LMI

Persons) $ 10,276,760


Chase NMTC DOT TN Investment Fund, LLC

Dyersburg, TN

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

Redevelopment, and Qualified Investment Under CRA)

$ 8,235,472


Chase NMTC JMSCHC Investment Fund, LLC

Brighton, MAEconomic Development Using NMTCs (LMI


$ 8,287,500


Chase NMTC Jubilee Investment Fund, LLC

Baltimore, MDEconomic Development Using NMTCs (LMI


$ 6,000,000


Chase NMTC ESIC 2013 Investment Fund, LLC

Waukegan, ILEconomic Development Using NMTCs (LMI


$ 9,250,000


Chase NMTC Flint Health Investment Fund, LLC

Flint, MIEconomic Development Using NMTCs (LMI


$ 6,949,800


Chase NMTC Brooke Investment Fund, LLC

Boston, MAEconomic Development Using NMTCs (LMI


$ 7,000,000


Chase NMTC Vogel Investment Fund, LLC

Dallas, TXEconomic Development Using NMTCs (LMI


$ 1,918,800

Page 26 of 86


Chase NMTC Kenedy Investment Fund, LLC

Kenedy, TXEconomic Development Using NMTCs (LMI


$ 398,850


Chase NMTC Teachers Village Investment Fund, LLC

Newark, NJEconomic Development Using NMTCs (LMI


$ 7,700,000


Chase NMTC Rockaway Investment Fund, LLC

Far Rockaway, NYEconomic Development Using NMTCs (LMI


$ 5,000,000


Chase NMTC NGEP III Investment Fund, LLC

Los Angeles, CAEconomic Development Using NMTCs (LMI


$ 2,555,337


Chase NMTC SHVF Charter School Investment Fund II, LLC

Cleveland, OHEconomic Development Using NMTCs (LMI


$ 2,431,579


Boston Capital Midway Tax Credit Fund II, LP

San Marcos, CA Affordable Housing (LMI Persons) $ 18,023,851


Sterling Corporate Tax Credit Fund XLIV-A, LP

Bronx, NY Affordable Housing (LMI Persons) $ 25,379,141


Great Lakes Capital Fund for Housing, LP

MI, IL, WI Affordable Housing (LMI Persons) $ 25,000,000


RBC Tax Credit Equity Fund X5, LP

Denver, CO Affordable Housing (LMI Persons) $ 10,265,669


Raymond James Housing Opportunities Fund 26, LP

Las Vegas, NV Affordable Housing (LMI Persons) $ 11,535,442


Boston Capital Midway Tax Credit Fund I, LP

Mesa, AZAffordable Housing Using LIHTCs (LMI

Persons)$ 15,457,671



Kingston, NYAffordable Housing Using LIHTCs (LMI

Persons)$ 14,340,201

Page 27 of 86



Bronx, NYAffordable Housing Using LIHTCs (LMI

Persons)$ 11,050,245


Sterling Corporate Tax Credit Fund XLIV, LP

Middletown, NYAffordable Housing Using LIHTCs (LMI

Persons)$ 14,152,446




Persons)$ 16,560,125


Chase NMTC Cristo Rey Investment Fund, LLC



$ 3,860,480


Chase NMTC CAFFM Investment Fund, LLC

Foley, ALEconomic Development Using NMTCs (LMI


$ 8,000,000


Chase NMTC R&R Lumber Investment Fund, LLC

Cave Junction, OREconomic Development Using NMTCs (LMI


$ 5,148,000


Hunt Capital Partners Tax Credit Fund 2011-3, LP

Houston, TXAffordable Housing Using LIHTCs (LMI

Persons) $ 17,950,259


Chase NMTC GCEP Investment Fund, LLC

Salt Lake City, UTEconomic Development Using NMTCs (LMI


$ 3,276,000



Fort Worth, TXAffordable Housing Using LIHTCs (LMI

Persons) $ 19,297,233


NEF Investment Partners Fund IV, LLC

New York, NYAffordable Housing Using LIHTCs (LMI

Persons) $ 12,897,101


Enterprise Neighborhood Partners VI, LLLP

New York, NYAffordable Housing Using LIHTCs (LMI

Persons) $ 52,239,128



Salt Lake City, UTAffordable Housing Using LIHTCs (LMI

Persons) $ 6,727,659

Page 28 of 86


Alliant Tax Credit Fund 67, LTD Baton Rouge, LAAffordable Housing Using LIHTCs (LMI

Persons) $ 9,834,877


Livonia Commons, LP Brooklyn, NYAffordable Housing Using LIHTCs (LMI

Persons) $ 43,727,885


Red Stone - Fund 35 JP Morgan, Limited Partnership

Lake Forest, CAAffordable Housing Using LIHTCs (LMI

Persons) $ 20,519,229


Sterling Corporate Tax Credit Fund XLV, LP

Rye, NYAffordable Housing Using LIHTCs (LMI

Persons) $ 9,156,637



New Rochelle, NYAffordable Housing Using LIHTCs (LMI

Persons) $ 6,331,217




Persons) $ 15,893,694



Baltimore, MDAffordable Housing Using LIHTCs (LMI

Persons) $ 18,454,013



Kirkland, MDAffordable Housing Using LIHTCs (LMI

Persons) $ 11,552,284




Persons) $ 12,206,442



San Diego, CAAffordable Housing Using LIHTCs (LMI

Persons) $ 16,123,130




Persons) $ 6,858,046




Persons) $ 10,999,455

Page 29 of 86


Red Stone-Fund 5 JP Morgan Limited Partnership

San Jose, CAAffordable Housing Using LIHTCs (LMI

Persons) $ 14,346,769




Persons) $ 9,166,078


PNC Tax Credit Capital Institutional Fund 44, LP

Mesquite, TXAffordable Housing Using LIHTCs (LMI

Persons) $ 19,039,082



Anaheim, CAAffordable Housing Using LIHTCs (LMI

Persons) $ 8,862,642


Chase NMTC Wahpeton Investment Fund, LLC

Wahpeton, NDEconomic Development Using NMTCs (LMI


$ 7,000,000


East Carson II Housing Partners, LP

Carson, CAAffordable Housing Using LIHTCs (LMI

Persons) $ 10,492,311


Chase NMTC PAEDC Investment Fund, LLC

Port Arthur, TXEconomic Development Using NMTCs (LMI


$ 1,758,900


Chase NMTC Husqvarna Investment Fund, LLC

Nashville, AREconomic Development Using NMTCs (LMI


$ 3,237,000


Enterprise Housing Partners XIX, LP


Persons) $ 18,299,945


Chase NMTC Viracon Investment Fund, LLC

Owatonna, MNEconomic Development Using NMTCs (LMI


$ 10,740,600


NHT XXI Tax Credit Fund, LP Anchorage, AKAffordable Housing Using LIHTCs (LMI

Persons) $ 4,752,834


Chase NMTC PCHC Investment Fund LLC

Milwaukee, WIEconomic Development Using NMTCs (LMI


$ 3,978,000

Page 30 of 86




Persons) $ 8,309,650


Enterprise Housing Partners XVII, LP


Persons) $ 6,776,948




Persons) $ 8,959,561



Denver, COAffordable Housing Using LIHTCs (LMI

Persons) $ 12,008,385



Riverside, CAAffordable Housing Using LIHTCs (LMI

Persons) $ 13,149,141


RBC Tax Credit Equity Fund-X5, LP


Persons) $ 20,461,021


Chase NMTC Cook Investment Fund, LLC

Fort Worth, TXEconomic Development Using NMTCs (LMI


$ 2,211,300


Chase NMTC Steelyard West Investment Fund, LLC



$ 2,558,400


Chase NMTC Thompson Miller Investment Fund, LLC



$ 1,242,875


Chase NMTC Bridge Investment Fund II, LLC

West Oakland, CAEconomic Development Using NMTCs (LMI


$ 9,500,000


Chase NMTC Care AEMI I Investment Fund, LLC

Atlanta, GAEconomic Development Using NMTCs (LMI


$ 10,000,000


Chase NMTC CDF 2014 Investment Fund, LLC

Chicago, ILEconomic Development Using NMTCs (LMI


$ 6,000,000

Page 31 of 86


Chase NMTC Trident Investment Fund, LLC

Carrollton, GAEconomic Development Using NMTCs (LMI


$ 3,978,000


Chase NMTC Oberlin Gateway Investment Fund, LLC

Oberlin, OHEconomic Development Using NMTCs (LMI


$ 3,500,000


Chase NMTC FHCW Investment Fund, LLC

Worcester, MAEconomic Development Using NMTCs (LMI


$ 2,261,774


Chase NMTC Mirasol Investment Fund, LLC

Loveland, COEconomic Development Using NMTCs (LMI


$ 3,439,800


Chase NMTC RMH-FW Investment Fund, LLC



$ 3,474,900


1212 Griswold Tenant, LLC Detroit, MIAffordable Housing (LMI Persons, LMI Areas,



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



Boston Capital Midway Tax Credit Fund I, LP

Vista, CAAffordable Housing Using LIHTCs (LMI

Persons)$ 18,399,650


Capricorn Ridge Wind Holdings, LLC

CO Economic Development (LMI Areas) $ 57,510,224


Centennial Wind, LLC TXEconomic Development (LMI Areas and



Chase NMTC AstraReal Investment Fund, LLC

Moses Lake, WAEconomic Development Using NMTCs (LMI


$ 7,000,000


Chase NMTC Banner Investment Fund, LLC



Page 32 of 86


Chase NMTC Hatcher Station Investment Fund LLC

Dallas, TXEconomic Development Using NMTCs (LMI


$ 4,884,750


Chase NMTC Hope Lodge SLC Investment Fund, LLC

Salt Lake City, UTEconomic Development Using NMTCs (LMI


$ 3,334,500


Chase NMTC Opportunity Fund Northern California 2013 Investment Fund, LLC

East Palo Alto, CAEconomic Development Using NMTCs (LMI


$ 9,502,477


Chase NMTC SHVF Charter School Investment Fund II, LLC

Hialeah, FLEconomic Development Using NMTCs (LMI


$ 2,385,568



Salem, ORAffordable Housing Using LIHTCs (LMI

Persons)$ 5,699,891



Salem, ORAffordable Housing Using LIHTCs (LMI

Persons)$ 8,330,652




Persons)$ 12,170,705


High Point Investment Fund, LLC

Middleborough, MAEconomic Development Using NMTCs (LMI


$ 3,646,500


Hudson Housing Tax Credit Fund LX, LP

Rome, NYAffordable Housing Using LIHTCs (LMI

Persons)$ 12,172,684



Oxnard, CAAffordable Housing Using LIHTCs (LMI

Persons)$ 7,710,918



Huntington Beach, CAAffordable Housing Using LIHTCs (LMI

Persons)$ 21,138,408



Pensacola, FLAffordable Housing Using LIHTCs (LMI

Persons)$ 14,398,424

Page 33 of 86



El Paso, TXAffordable Housing Using LIHTCs (LMI

Persons)$ 12,934,340


Metropolitan Ministries Phase II Tampa, FLEconomic Development (LMI Persons, LMI



Ohio Equity Fund for Housing, LP XXI

OH; KY; INAffordable Housing Using LIHTCs (LMI

Persons)$ 24,581,056


Ohio Equity Fund for Housing, LP XXIV

OH; KY; WVAffordable Housing Using LIHTCs (LMI

Persons)$ 40,000,000


RBC Tax Credit Equity Fund - X6 Limited Partnership

Boston, MAAffordable Housing Using LIHTCs (LMI

Persons)$ 23,143,515



Penitas, TXAffordable Housing Using LIHTCs (LMI

Persons)$ 12,963,949



La Porte, TXAffordable Housing Using LIHTCs (LMI

Persons)$ 14,283,832


RBC Tax Credit Equity Fund X6, LP (Klingman Lofts I)

Grand Rapids, MIAffordable Housing Using LIHTCs (LMI

Persons)$ 17,206,717


RBC Tax Credit Fund - X6, LP Grand Rapids, MIAffordable Housing Using LIHTCs (LMI

Persons)$ 17,187,256


Red Stone - Fund 44 JPMorgan, LP

Lubbock, TXAffordable Housing Using LIHTCs (LMI

Persons)$ 10,560,207


Red Stone Fund 44 JP Morgan, LP (Villas of Lake in the Hills)

Lake in the Hills, ILAffordable Housing Using LIHTCs (LMI

Persons)$ 15,529,503


Red Stone Fund 45 JPMorgan, LP

San Jose, CAAffordable Housing Using LIHTCs (LMI

Persons)$ 15,717,066

Page 34 of 86


St. Luke's Phase III Cleveland, OHAffordable Housing (LMI Persons and Qualified





Persons)$ 20,704,867



Simsbury, CTAffordable Housing Using LIHTCs (LMI

Persons)$ 10,262,533




Persons)$ 10,938,900


Tribune Building Master Tenant, LLC

Salt Lake City, UTAffordable Housing (LMI Persons, LMI Areas,



URC FJ Master Tenant, LLC Flint, MIAffordable Housing (LMI Persons, LMI Areas,



WP Senior Preservation Associates Limited Partnership


Persons)$ 14,433,000


Alliant Tax Credit Fund 77, Ltd Mesa, AZ Affordable Housing (LMI Persons) $ 11,850,768



Albany, OR Affordable Housing (LMI Persons) $ 8,773,402





Hudson Housing Tax Credit Fund LVIII, LP

Atlantic, NJ Affordable Housing (LMI Persons) $ 15,168,103


Chase NMTC Mercer Investment Fund, LLC

Savannah, GACEDEs Using NMTCs (LMI Persons, LMI Areas,


Page 35 of 86


Chase NMTC BHNM Sub III Investment Fund, LLC

CEDEs Using NMTCs (LMI Persons, LMI Areas, and Qualified Investment Under CRA)

$ 8,000,000


Chase NMTC BHNM Sub IV Investment Fund, LLC

CEDEs Using NMTCs (LMI Persons, Areas Targeted for Redevelopment, and Qualified



Chase NMTC CVNMTC Prefund Investment Fund, LLC

CACEDEs Using NMTCs (LMI Persons, LMI Areas,



Chase NMTC Mid-River Terminal 2 Investment Fund,

LLCPort of Osceola, AR


$ 18,000,000


Chase NMTC Mississippi Market Investment Fund, LLC

St. Paul, MNCEDEs Using NMTCs (LMI Persons, LMI Areas,



Chase NMTC Butte Investment Fund, LLC

Butte County, CACEDEs Using NMTCs (LMI Persons, LMI Areas,



Chase NMTC BHNM Sub V Investment Fund, LLC


$ 7,000,000


Chase NMTC FL State Investment Fund, LLC


$ 6,417,094


Chase NMTC Haven Investment Fund, LLC

Pontiac, MICEDEs Using NMTCs (LMI Persons, Areas


$ 9,250,000


Chase NMTC BHNM Sub II Investment Fund, LLC

Chicago, ILCEDEs Using NMTCs (LMI Persons, LMI Areas,



Chase NMTC Seward Investment Fund, LLC

Minneapolis, MNCEDEs Using NMTCs (LMI Persons, LMI Areas,



Chase NMTC DMS Investment Fund, LLC

Detroit, MICEDEs Using NMTCs (LMI Persons, LMI Areas,


Page 36 of 86


Chase NMTC Magoffin Investment Fund, LLC

Magoffin County, KYCEDEs Using NMTCs (LMI Persons, LMI Areas,




Cohoes, NY Affordable Housing (LMI Persons) $ 11,574,401





Chase NMTC DHHA SW Clinic Investment Fund, LLC

Denver, COCEDEs Using NMTCs (LMI Persons, Areas


$ 4,972,500


Chase NMTC Freedom Center Investment Fund, LLC

Chicago, ILCEDEs Using NMTCs (LMI Persons, Areas


$ 9,000,000


Chase NMTC M-1 Investment Fund, LLC

Detroit, MICEDEs Using NMTCs (LMI Persons, Areas


$ 8,000,000



Laredo, TX Affordable Housing (LMI Persons) $ 11,682,439


NEF Investment Partners Fund V, LP

Carpinteria, CA Affordable Housing (LMI Persons) $ 13,162,516


Chase NMTC Liberty Heights 2 Investment Fund, LLC

Baltimore, MDCEDEs Using NMTCs (LMI Persons, LMI Areas,



Chase NMTC Vincent's Tropical Investment Fund, LLC

Brockton, MACEDEs Using NMTCs (LMI Persons, LMI Areas,



Chase NMTC JBDF Investment Fund, LLC

Jacksonville, FLCEDEs Using NMTCs (LMI Persons, LMI Areas,



Chase NMTC SCORE 2014 Investment Fund, LLC

Chicago, ILCEDEs Using NMTCs (LMI Persons, LMI Areas,


Page 37 of 86


Chase NMTC Charter Wire Investment Fund, LLC

Milwaukee, WICEDEs Using NMTCs (LMI Persons, LMI Areas,



Chase NMTC TSA Camden 2 Investment Fund, LLC

Camden, NJCEDEs Using NMTCs (LMI Persons, LMI Areas,



Chase NMTC Bongards Investment Fund, LLC

Perham, MNCEDEs Using NMTCs (LMI Persons, LMI Areas,






Chase NMTC Gestamp Investment Fund, LLC

CEDEs Using NMTCs(LMI Persons, LMI Areas, and Qualified Investment Under CRA)

$ 10,000,000

KeyBank National Association

Sisson Reserve II, LLC Moreau, NYAffordable Housing Using LIHTCs (LMI Persons



ACHA Yorkshire, LLLP Thornton, COAffordable Housing (LMI Persons, LMI Areas,



Advance Cleveland Development Fund, LLC

OHEconomic Development (LMI Areas, Areas Targeted for Redevelopment, and Qualified



Avanath Affordable Housing II, LLC




Bascom Village I, LP Eugene, ORAffordable Housing Using LIHTCs (LMI Persons



BFKB Tax Credit Fund I, LP Albany, NYAffordable Housing (LMI Persons, LMI Areas,

Areas Targeted for Redevelopment, and Qualified Investment Under CRA)

$ 18,108,114


Community Capital 2013 Limited Partnership

Portland, ME; Ellsworth, ME

Affordable Housing (LMI Persons, LMI Areas, Areas Targeted for Redevelopment, and


Page 38 of 86


Cornwall Housing, LLC Bellingham, WAAffordable Housing Using LIHTCs (LMI


$ 8,175,703


Eagle Capital Tax Credit Fund 1, LLC

Danville, INAffordable Housing (LMI Persons, LMI Areas,







Great Lakes Capital Fund for Housing Limited Partnership

XXVIIIMulti-state

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


$ 5,000,000


Green Mountain Housing Equity Fund VI, LP

VTAffordable Housing Using LIHTCs (LMI Persons



Homestead Equity Fund XI, LP Multi-state



$ 10,000,000


KCDC RBCDE NMTC Investment Fund I, LLC

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

$ 2,293,600


Mass Ave Community Homes, LLC

Buffalo, NY



$ 10,050,315


Midwest Community Development Fund X, LLC

Denver, CO

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


$ 10,150,000


Minidoka, LLCRupert, ID; Heyburn,

IDAffordable Housing (LMI Persons and Qualified



Mitchell's Tenant, LLC Cleveland, OHAffordable Housing (Areas Targeted for


$ 850,631


National Equity Fund 2013, LP NationwideAffordable Housing (LMI Persons, LMI Areas,


Page 39 of 86


Nativity House Apartments, LLC Tacoma, WAAffordable Housing Using LIHTCs (LMI


$ 8,374,113


NDC Corporate Equity Fund XI, LP

Nationwide



$ 15,000,000



Multi-stateAffordable Housing (LMI Persons, LMI Areas,


$ 30,000,000


Sheridan Hollow Village, LLC Albany, NY



$ 12,262,063


The Enterprise Opportunity Fund I, LLC


Areas Targeted for Redevelopment, and Qualified Under CRA)

$ 5,000,000


Low Income Housing Institute Seattle, WAAffordable Housing (Qualified Investment

Under CRA)$ 300,000


ANC MV Phase I, LP Anchorage, AKAffordable Housing (LMI Persons, LMI Areas,



North Atlantic Venture Fund V, LP

Nationwide CEDEs (Qualified Investment Under CRA) $ 2,500,000

Landmark Bank, National Association

Capital Partners Investment Fund 2008, LP

NationwideAffordable Housing Using LIHTCs


Landmark Bank, National Association

PR RT, LLC St. Louis, MOAffordable Housing Using LIHTCs


Ledyard National BankCommunity Capital 2014

Limited PartnershipME; NH


$ 1,100,000

MB Financial Bank, National Association

VAF SUB CDE XXVI, LLC Chicago, ILEconomic Development Using NMTCs (LMI


$ 10,000,000

Page 40 of 86

Modern Bank, National Association

Kian Mezzanine Partners I, LPEconomic Development (Qualified Investment

Under CRA)$ 1,000,000

Morgan Stanley Bank, National Association

NYC Distressed Multifamily Housing Fund I, LP

New York, NYAffordable Housing (LMI Persons and Qualified


Morgan Stanley Bank, National Association

Bridges Ventures US Sustainable Growth Fund, LP

New York, NYEconomic Development (LMI Persons, LMI


MUFG Union Bank, National Association

820 Yesler Way, LLLP Seattle, WAAffordable Housing (LMI Persons and Qualified



AMCAL Holdings Fund, LP Los Angeles, CAAffordable Housing (LMI Persons and Qualified



AMCAL Verano Fund, LP Perris, CAAffordable Housing (LMI Persons and Qualified



Ashland Family Housing, LP Ashland, CAAffordable Housing (LMI Persons and Qualified



Celebration Senior Living East Associates, LP

Federal Way, WAAffordable Housing (LMI Persons and Qualified



El Monte Housing Partners, LP El Monte, CAAffordable Housing (LMI Persons and Qualified



Lompoc Palm Grove Apartments, LP

Lompoc, CAAffordable Housing (LMI Persons and Qualified



Lompoc Terrace Apartments, LP

Lompoc, CAAffordable Housing (LMI Persons and Qualified



North Santa Fe Housing Associates, LP

Vista, CAAffordable Housing (LMI Persons and Qualified


Page 41 of 86


Ohlone Gardens, LP El Cerrito, CAAffordable Housing (LMI Persons and Qualified



Pan American Bank Los Angeles, CA Economic Development (LMI Areas and



Pescadero Lofts Isla Vista, LP Isla Vista, CAAffordable Housing (LMI Persons and Qualified



RLJ Credit Opportunity Fund I, LP

Multi-state Economic Development (LMI Areas) $ 5,000,000


Tenderloin Family Partners, LP San Francisco, CAAffordable Housing (LMI Persons and Qualified



UACH, LP Berkeley, CA Affordable Housing (LMI Persons) $ 8,147,464


UBOC Guaranteed Tax Credit I, LLC

Santa Clara, CA; Gilroy, CA; Napa, CA


$ 0


Woodcroft Street Housing Associates, LP

Azusa, CAAffordable Housing (LMI Persons and Qualified



Carnegie Park Preservation, LP New York, NYAffordable Housing (LMI Persons and Qualified


National Bank of Arizona ACCION NM, LLC AZEconomic Development (Qualified Investment

Under CRA)$ 250,000

National Bank of ArizonaNeighborhood Economic Development Corporation

AZEconomic Development (LMI Areas and


Old Plank Trail Community Bank, National Association

Chicago Community Loan Fund Chicago, ILEconomic Development (LMI Persons, LMI

Areas, and Qualified Investment Under CRA)$ 325,000

Page 42 of 86

Old Plank Trail Community Bank, National Association

Monroe Capital Partners Fund II, LP


Under CRA)$ 1,000,000

PNC Bank, National Association

NNMF Sub-CDE CC, LLC and PNC CDE 28, LP

Louisville, KY Affordable Housing (LMI Areas) $ 5,928,000


CDF Suballocatee XIX, LLC Chicago, ILEconomic Development Using NMTCs (LMI

Areas)$ 1,876,875


AEMI Fund VI, LLC (several CDEs, see attached)

Atlanta, GAEconomic Development Using NMTCs (LMI

Areas)$ 13,384,800


Holly Woods at Sunset, LLC Holly Springs, NCAffordable Housing Using LIHTCs (LMI

Persons) $ 5,277,359


Habitat for Humanity of Huron Valley Funding Company

Ann Arbor, MI; Ypsilanti, MI


$ 1,897,000


Habitat for Humanity of Pinellas County

Tampa, FL; St Petersburg, FL; Clearwater, FL


$ 695,379


PNC CDE 29, LP; CNMIF II K, LLC; and NDC New Markets

Investments LXXXI, LLCCleveland, OH

Economic Development Using NMTCs (LMI Persons and LMI Areas)

$ 5,779,800


WCDLF Sub CDE XXXVII, LLC Minong, WIEconomic Development Using NMTCs (LMI

Persons and LMI Areas)$ 2,364,578






Justine Petersen Housing and Reinvestment Corp.

St. Louis, MO; East St. Louis, MO

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

$ 1,000,000


Forrest Pines Seniors, LP Newport News City, VAAffordable Housing Using LIHTCs (LMI Persons


Page 43 of 86


Delaware State Housing Authority Senior Single Family

Mortgage Revenue Bonds, 2013 Series A

DEAffordable Housing (LMI Persons and Qualified



1717 East 9th Master Tenant, LLC

Cleveland, OHAffordable Housing (Qualified Investment

Under CRA)$ 11,389,479


VDC San Benito Reserve I Homes, LP

San Benito, TXAffordable Housing Using LIHTCs (LMI

Persons) $ 9,577,256


Waterford Pointe, LP Hampton, VAAffordable Housing Using LIHTCs (LMI

Persons) $ 3,326,222


Habitat for Humanity International, Inc.

Multi-stateAffordable Housing



Community Investment Corporation

Chicago, ILAffordable Housing



Dayton Region New Market Fund D, LLC

Dayton, OHEconomic Development Using NMTCs (LMI

Areas)$ 1,848,000


Victory Midtown Master Tenant, LLC

Cleveland, OHAffordable Housing Using HTCs (LMI Areas



Steele Hollowoodland, LP Los Angeles, CAAffordable Housing Using LIHTCs (LMI

Persons)$ 4,399,197


CHN Unity Park LDHA, LP Pontiac, MIAffordable Housing Using LIHTCs (LMI

Persons)$ 8,339,978


Woodlake Preservation, LP West Palm Beach, FLAffordable Housing Using LIHTCs (LMI Persons



Regions Portfolio NationwideAffordable Housing Using LIHTCs (LMI

Persons) $ 107,982,777

Page 44 of 86


PNC CDE 36, LP; Northside New Markets III, LLC;

Pittsburgh Urban Initiatives Sub-CDE 6, LP; NTCIC - EIC, LLC

Pittsburgh, PAEconomic Development Using NMTCs (LMI

Areas)$ 8,030,000


PNC CDE 37, LP and Western Reserve DF Affiliate III, LLC

Akron, OHEconomic Development Using NMTCs (LMI

Persons)$ 3,252,000


Capital City New Markets Fund V, LLC

Ramsey County, MNEconomic Development Using NMTCs (LMI

Areas)$ 3,603,840


PNC CDE 34, LP; TRF NMTC Fund XXV, LP, and

Commonwealth Cornerstone Group Ltd. XIXI

Philadelphia, PAEconomic Development Using NMTCs (LMI



Mercy Housing Ohio, Inc. Chicago, ILAffordable Housing Using LIHTCs (LMI Persons

and LMI Areas)$ 7,000,000


Joy West 2012 Limited Dividend Housing Association,

LLCDetroit, MI


$ 8,189,179


Addison Terrace Phase I, LP Pittsburgh, PAAffordable Housing Using LIHTCs (LMI

Persons) $ 19,588,944


Commonwealth Cornerstone Group Ltd. XX and NFF New

Markets Fund XXIII, LLCPhiladelphia, PA

Economic Development Using NMTCs (LMI Persons)

$ 4,680,000


Greenline CDF Subfund XIX, LLC

Denver, COEconomic Development Using NMTCs (LMI

Areas)$ 2,238,600


CSP-Park Lexington, LP Portland, ORAffordable Housing Using LIHTCs (LMI

Persons) $ 13,815,481

Page 45 of 86


Great Falls Urban Renewal Preservation, LP

Paterson, NJAffordable Housing Using LIHTCs (LMI

Persons) $ 7,289,115


Mendota RAD, LP Mendota, CAAffordable Housing Using LIHTCs (LMI

Persons) $ 17,832,324


Orange Cove RAD, LPOrange Cove, CA;

Fresno, CAAffordable Housing Using LIHTCs (LMI

Persons) $ 14,095,173


Lansing Manor Limited Dividend Housing Association, LLC

Lansing, MIAffordable Housing Using LIHTCs (LMI Persons



Dayton Region New Market Fund C, LLC; PNC CDE 38, LP

Dayton, OHEconomic Development Using NMTCs (LMI

Areas)$ 6,372,000


CDF Suballocatee XX, LLC; CDF Suballocatee XXI, LLC; PNC

CDE 30, LPChicago, IL

Economic Development Using NMTCs (LMI Persons)

$ 5,054,400


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

Areas)$ 6,368,000


Citywide Cincinnati Development Fund 8, LLC and

PNC CDE 39, LPCincinnati, OH

Economic Development Using NMTCs (LMI Areas)

$ 3,182,400


Wisconsin Housing and Economic Development

AuthorityMilwaukee, WI


$ 1,800,000


2013 Travis Oak Creek, LP Austin, TXAffordable Housing Using LIHTCs (LMI

Persons)$ 18,698,130


600 William Penn Place Associates Master Tenant, LP

Pittsburgh, PA Economic Development (LMI Areas) $ 10,415,374


Advance Cleveland Development Fund, LLC

Cleveland, OH; Cuyahoga County, OH

Affordable Housing (Qualified Investment Under CRA)

$ 4,000,000

Page 46 of 86


Ariel Small Business Loan Fund, LLC

Akron, OHEconomic Development (LMI Areas and



Bradley Crossing 54, LLC Brown Deer, WIAffordable Housing Using LIHTCs (LMI

Persons)$ 5,557,021


CCG Sub CDE 27, LLC Pittsburgh, PA Economic Development (LMI Areas) $ 2,398,500


Charlotte Apartments LDHA, LP Detroit, MIAffordable Housing Using LIHTCs (LMI

Persons)$ 3,987,470


Eastside TOD, LLC Pittsburgh, PA Economic Development (LMI Areas) $ 2,500,000


Edison Development Corporation

Edison, NJ Economic Development (LMI Areas) $ 2,000,000


GWOF Sub CDE 3, LLC and GWOF Sub CDE 4, LLC

Rhinelander, WIEconomic Development Using NMTCs (LMI

Areas)$ 3,650,400


GWOF Sub CDE 6, LLC Madison, WIEconomic Development Using NMTCs (LMI

Areas)$ 2,184,000


HFHSWA Funding Company I, LLC

Mobile County, AL; Clarke County, AL;

Washington County, AL

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

$ 1,073,000


Hospitality Ventures II, LLC and PNC CDE 41, LP

Decatur, ILEconomic Development Using NMTCs (LMI

Areas)$ 2,464,800


Imperial Homes South 2010, LLC

West Memphis, ARAffordable Housing Using LIHTCs (LMI

Persons)$ 4,046,185


Kingsburg Marion Villas, LP Kingsburg, CAAffordable Housing Using LIHTCs (LMI

Persons)$ 5,633,360

Page 47 of 86


KIRON at Aubrey, Ltd. Aubrey, TXAffordable Housing Using LIHTCs (LMI

Persons)$ 11,763,776


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

Persons)$ 10,838,206


Liberty Trails, LP Liberty Hill, TX Economic Development (LMI Persons) $ 10,026,997


Mercy Housing Ohio Inc. Cuyahoga County, OHAffordable Housing (LMI Persons and LMI

Areas)$ 20,000,000


Milham Affordable Limited Dividend Housing Associates,

LP

Kalamazoo, MI; Portage, MI


$ 7,191,317


New Blair School, LP St. Louis, MOAffordable Housing Using LIHTCs (LMI

Persons)$ 2,693,879


New Orange Village, LP Hermitage, PAAffordable Housing Using LIHTCs (LMI

Persons)$ 7,984,251


NewCourtland Apartments at Allegheny, LP

Philadelphia, PAAffordable Housing Using LIHTCs (LMI

Persons)$ 12,285,701


Penn Place, LP Indianapolis, INAffordable Housing Using LIHTCs (LMI

Persons)$ 8,863,510


Pittsburgh Urban Initiatives Sub CDE 8, LLC and PNC CDE 35,

LPPittsburgh, PA


$ 5,401,890


PNC CDE 32, LP, Commonwealth Cornerstone Group Ltd. XXII, Pittsburgh Urban Initiatives Sub CDE-9, LP, and TCB Sub-CDE IV, LLC

Pittsburgh, PA Economic Development (LMI Areas) $ 7,176,000


PNC CDE 33, LP and Citywide Cincinnati Development Fund 9,

LLCCincinnati, OH


$ 4,032,000

Page 48 of 86



LPNew York, NY


$ 7,700,000



LPNationwide


$ 10


PUI Sub-CDE 12, LLC Pittsburgh, PAEconomic Development Using NMTCs (LMI

Areas)$ 608,400


Rockwood at Oliver's Crossing, LLC

Winston-Salem, NCAffordable Housing Using LIHTCs (LMI

Persons)$ 5,219,678


Steele Berger LIHTC, LLC New Haven, CTAffordable Housing Using LIHTCs (LMI

Persons)$ 6,432,864


Sussex Funding Company I, LLC

Sussex County, DEAffordable Housing (LMI Persons and LMI

Areas)$ 1,013,048


TBG Providence Champaign, LP Champaign, ILAffordable Housing Using LIHTCs (LMI

Persons)$ 12,070,044


VCC 11-02 LLC, CHHS Sub CDE 10 LLC, and CHHS Sub CDE 13

LLCHot Springs, VA Economic Development (LMI Areas) $ 5,066,451


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

Persons)$ 4,132,249


Y Hotel Master Tenant, LLC Pittsburgh, PAEconomic Development Using Historic Tax

Credits (LMI Areas)$ 4,161,446


International Institute of St. Louis

St. Louis, MOEconomic Development (LMI Persons and LMI

Areas)$ 25,000


Calvert Social Investment FundBaltimore, MD;

Detroit, MIEconomic Development (LMI Areas) $ 500,000

Page 49 of 86


Cincinnati Equity Fund II, LLC Cincinnati, OHEconomic Development (LMI Persons and LMI

Areas)$ 3,200,000


Cintrifuse Master Tenant, LLC Cincinnati, OH CEDEs (LMI Persons) $ 4,216,218


Grow America Fund NationwideEconomic Development (LMI Areas and



Pittsburgh Urban Initiatives Sub-CDE 10

Pittsburgh, PA Affordable Housing Using LIHTCs (LMI Areas) $ 2,110,680


Park 20th, LP Bakersfield, CAAffordable Housing Using LIHTCs (LMI

Persons)$ 4,356,987


Ridgway Housing Limited Partnership

Ridgway, PAAffordable Housing Using LIHTCs (LMI

Persons)$ 3,545,683


Henderson County Habitat for Humanity Funding Company I,

LLCNC


$ 844,403


PNC CDE 42, LP Commonwealth Cornerstone Group, Ltd XXVI and CHHS

Subsidiary CDE 17, LLC

Williamsport, PA CEDEs (LMI Areas) $ 5,686,200


Urban Research Park CDE, LLC and PNC Community Partners

Inc.Rocky Mount, NC Economic Development (LMI Areas) $ 3,422,250


St. Louis Equity Fund 2014, LLCSt. Louis, MO; Kansas

City, MOAffordable Housing (LMI Persons and Qualified



Lakeside Gardens, LP East Chicago, IL Affordable Housing (LMI Persons) $ 11,509,687

Page 50 of 86


Louisville Historic Rising 2014, LLLP

Louisville, KY Affordable Housing (LMI Persons) $ 7,125,778


PNC CDE 43, LP & Civic Builders Sub CDE V, LLC

Washington, DC CEDEs (LMI Areas) $ 2,566,688


PNC CDE 40, LP and Citywide Cincinnati Development Fund 7,

LLCCincinnati, OH


$ 3,276,960


FIRE Subsidiary CDE XII, LLC and FIRE Subsidiary CDE XIII,

LLCWest Allis, WI


$ 4,422,600

Rabobank, National Association

Housing Trust Fund of Silicon Valley

CAAffordable Housing (LMI Persons and Qualified



PCI III Preferred Equity Issuer, LLC

CAEconomic Development (LMI Persons and



Rural Community Assistance Corporation

CAEconomic Development (LMI Persons, LMI



3CORE, Inc. CAEconomic Development (LMI Persons and



Ventura County Housing Trust Fund

CAAffordable Housing (LMI Persons and Qualified



San Luis Obispo County Housing Trust Fund

San Luis Obispo, CAAffordable Housing (LMI Persons and Qualified



Valley Economic Development Center

CAEconomic Development (Qualified Investment

Under CRA)$ 2,000,000


BF Sanger Crossing, LP Sanger, CAAffordable Housing (LMI Areas and Qualified


Page 51 of 86


City Rabobank NA Tax Credit Fund I, LLC (Villa Primavera)

Calexico, CAAffordable Housing (LMI Areas and Qualified



Fresno Community Development Financial

InstitutionCA

Economic Development (LMI Areas and Qualified Investment Under CRA)

$ 1,000,000


City of Rabobank N.A. Tax Credit Fund I, LLC

Morro Bay, CAAffordable Housing (LMI Persons and Qualified



BF Diamond Place, LP San Andreas, CAAffordable Housing (LMI Persons and Qualified



BF Quartz Ridge, LP Auburn, CAAffordable Housing (LMI Persons and Qualified



Fresno Community Development Financial

Institution (Fresno CDFI)CA

CEDEs (LMI Persons and Qualified Investment Under CRA)

$ 1,000,000

Raymond James Bank, National Association

Florida Community Loan Fund FLAffordable Housing (Qualified Investment

Under CRA)$ 500,000


Clearwater Neighborhood Housing Services

Clearwater, FLAffordable Housing (LMI Persons and Qualified



Raymond James Community Reinvestment Fund I, LLC

St. Petersburg, FLAffordable Housing (LMI Persons and LMI

Areas)$ 17,502,564


Raymond James Community Investment Fund 1, LLC

St. Petersburg, FLAffordable Housing (LMI Persons and Qualified


Santander Bank, National Association

Sterling Corporate Partners Fund 53, LP

Bristol, CT; Waterbury, CT; Howell, NJ


$ 11,357,000

Swineford National BankGrove Street Elderly Housing

Associates, LPWilliamsport, PA Affordable Housing $ 1,000,000

Page 52 of 86

TCF National BankBridge to Success--Recovery

Finance ProgramMinneapolis, MN; St.

Paul, MNAffordable Housing (LMI Persons, LMI Areas,


TD Bank USA, National Association

Monument Square I, Limited Partnership

Troy, NYAffordable Housing (LMI Persons and Qualified



Woolworth Watertown, LLC Watertown, NYAffordable Housing Using LIHTCs (LMI Persons



FSH, LP Philadelphia, PAAffordable Housing Using LIHTCs (LMI Persons



60th Street Corridor, LP Philadelphia, PAAffordable Housing Using LIHTCs (LMI Persons



Red Stone - Fund 36, LP lawnside, NJAffordable Housing Using LIHTCs (LMI Persons



Wynnefield Place, LP Philadelphia, PAAffordable Housing Using LIHTCs (LMI Persons



Red Stone - Fund 36 Limited Partnership

Chester, PAAffordable Housing Using LIHTCs (LMI Persons



Lindley Court Apartments II, LP Philadelphia, PAAffordable Housing (LMI Persons and Qualified


TD Bank, National Association

Somers II Senior, LLC Somers, NYAffordable Housing Using LIHTCs (LMI Persons



Prestige Affordable Housing Fund XXIII, LLC

Atlantic City, NJAffordable Housing Using LIHTCs (LMI Persons



Eagle Market Place, LLC Asheville, NCAffordable Housing Using LIHTCs (LMI Persons


Page 53 of 86


Samuel Tabas Apartments, LP Philadelphia, PAAffordable Housing Using LIHTCs (LMI Persons



Camellia Heights, LP Anderson, SCAffordable Housing Using LIHTCs (LMI Persons



Central Annex Preservation Associates, LP

Pittsfield, MAAffordable Housing Using LIHTCs (LMI Persons



Stratford Fund XI, LP NationwideAffordable Housing Using LIHTCs (LMI Persons



HELP PA Affordable Housing I, LP




Raymond James New York Housing Opportunities Fund I-

B, LLCNew York, NY


$ 2,507,142


Trinity Northampton Phase One, LP




Washington Street Limited Partnership




NEF Regional Fund II - Florida, LP

Tampa, FLAffordable Housing Using LIHTCs (LMI Persons



Arthur's Main Street Housing Limited Partnership




Cumberland Gardens 2 Housing Partnership, LP

Allentown, PAAffordable Housing Using LIHTCs (LMI Persons



Newark Farmers Market Urban Renewal, LLC

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

$ 5,949,708

Page 54 of 86


EHDOC Robert Sharp Towers II, LP

Miami Gardens, FLAffordable Housing (LMI Persons and Qualified



Kilmer Homes I, LP & Kilmer Homes II, LP

Edison, NJAffordable Housing (LMI Persons and Qualified



New Park West, LP Vernon, CTAffordable Housing (LMI Persons and Qualified



Timbercoft Housing, LLC Owings Mills, MDAffordable Housing Using LIHTCs (LMI Persons



Old Middletown Preservation Associates, Limited Partnership

Middletown, CTAffordable Housing Using LIHTCs (LMI Persons



Laurel Hill Residences, LLC Brookfield, CTAffordable Housing Using LIHTCs (LMI Persons



Prestige Affordable Housing Equity Partners, LLC

Newark, NJAffordable Housing Using LIHTCs (LMI

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

$ 9,607,622


Duffy Urban Renewal, LLC Florence Township, NJAffordable Housing Using LIHTCs (LMI Persons



Independence Square Apartments, LP

Newburgh, NYAffordable Housing (LMI Persons and Qualified



The Enterprise Multifamily Opportunity Fund I, LLC




Avesta One Meeting Place, LP Exeter, NHAffordable Housing Using LIHTCs (LMI Persons



East Baltimore Historic II, LLC Baltimore, MDAffordable Housing (LMI Persons, LMI Areas,


Page 55 of 86


Golden Mark Maple, LP Saco, MEAffordable Housing Using LIHTCs (LMI Persons



Partner Arms 4, LLC Washington, DCAffordable Housing (LMI Persons and Qualified


Texas Capital Bank, National Association

Texas Capital Community Development Corporation

TXAffordable Housing (LMI Persons, LMI Areas,


$ 5,000,000


Texas Capital Community Development Corporation

TXAffordable Housing (LMI Persons, LMI Areas,


$ 19,000,000


Texas Public Welfare CRA Fund, LP

TXEconomic Development (LMI Persons, LMI


The Ephrata National BankSolomon Hess SBA Loan Fund,

LLCPA

Economic Development (Areas Targeted for Redevelopment)

$ 1,000,000


LLCPA


$ 1,000,000


LLCPA


$ 1,000,000


LLCNationwide


$ 1,000,000


LLCPA


$ 1,000,000

The First National Bank of Syracuse

Stanton County Housing, LLCStanton County, KS;

Johnson City, KSAffordable Housing (Qualified Investment

Under CRA)$ 25,000

The Huntington National Bank

Chelsea Greene Limited Partnership



Page 56 of 86


Great Lakes Capital Fund for Housing Limited Partnership

XXVIII

Grand Rapids, MI; Lansing, MI


$ 5,000,000


Brookside Commons Limited Dividend Housing Association

Limited PartnershipTraverse City, MI


$ 5,002,943


Lincoln Green Development, LLC

Columbus, OHAffordable Housing Using LIHTCs (LMI Persons



Commons at Madeline Park, LLC

Akron, OHAffordable Housing Using LIHTCs (LMI


$ 4,286,856


COYFC Investment Fund, LLC Columbus, OHEconomic Development (LMI Areas and



Magnolia on Detroit, LP Cleveland, OHAffordable Housing (LMI Persons and Qualified



OEF Cincinnati Fund, LLC Cincinnati, OHAffordable Housing Using LIHTCs (LMI Persons

and LMI Areas)$ 8,881,482


Trabue Crossing Homes, LLC Columbus, OHAffordable Housing (LMI Persons and Qualified



FVM Rehab, LLC Columbus, OH Affordable Housing (LMI Persons) $ 6,208,774


Ohio Equity Fund For Housing Limited Partnership XXIV

OH; WV; KY Affordable Housing (LMI Persons) $ 20,000,000


Yester Square, LP Pittsburgh, PA Affordable Housing (LMI Persons) $ 6,192,375


Great Lakes Capital Fund for Housing Limited Partnership 29

Multi-state Affordable Housing (LMI Persons) $ 13,000,000

Page 57 of 86


North Hamilton Road Senior Housing, LP

Columbus, OHAffordable Housing (LMI Persons and LMI

Areas)$ 10,695,904


Van Buren Village PSH, LP Columbus, OH Affordable Housing (LMI Persons) $ 7,083,371

The National Bank of Middlebury

Green Mountain Housing Equity Fund VI, LP

Hinesburg, VTAffordable Housing (LMI Persons and Qualified


Trustmark National Bank West Millsaps Housing Jackson, MSAffordable Housing Using LIHTCs (LMI


$ 6,757,254

U.S. Bank National Association

Advanced Technical Manufacturing

Ardmore, ALEconomic Development Using NMTCs (LMI

Areas)$ 4,265,175


Advantage Enterprise QLICI Loan Fund

Multi-stateEconomic Development Using NMTCs (LMI

Areas)$ 4,895,471


French Lick Event Center French Lick, INEconomic Development Using NMTCs (LMI

Areas)$ 10,368,090


NTUA Wastewater Treatment Facility

Window Rock, AZEconomic Development Using NMTCs (LMI

Areas)$ 4,093,440


University StationCincinnati, OH; Norwood, OH


$ 13,198,450


Carmichael Building Durham, NCEconomic Development Using NMTCs (LMI

Areas)$ 9,916,944


DaniMer Scientific Bainbridge, GAEconomic Development Using NMTCs (LMI

Areas)$ 6,240,525


College Town Rochester Rochester, NYEconomic Development Using NMTCs (LMI

Areas)$ 5,820,400

Page 58 of 86


YMCA Copley Price San Diego, CAEconomic Development Using NMTCs (LMI Areas and Qualified Investment Under CRA)

$ 7,610,175


Moses Lake CHC Quincy, WAEconomic Development Using NMTCs (LMI Areas and Qualified Investment Under CRA)

$ 2,878,625


ACT Strand San Francisco, CAEconomic Development Using NMTCs (LMI Areas and Qualified Investment Under CRA)

$ 11,841,925


A.B. May Kansas City, MOEconomic Development Using NMTCs (LMI Areas and Qualified Investment Under CRA)

$ 1,560,525


University Commons St Charles, MOEconomic Development Using NMTCs (LMI Areas and Qualified Investment Under CRA)

$ 3,159,390


Rolla Renewable Energy Corp 2 Project

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

$ 640,525


La Kretz Innovation Campus Los Angeles, CAEconomic Development Using NMTCs (LMI Areas and Qualified Investment Under CRA)

$ 14,012,350


TMS Gallup Hilton Gallup, NMEconomic Development Using NMTCs (LMI Areas and Qualified Investment Under CRA)

$ 2,485,250


Mercer Commons Cincinnati, OHEconomic Development Using NMTCs (LMI Areas and Qualified Investment Under CRA)

$ 2,633,095


Bissinger's Chocolate St. Louis, MOEconomic Development (LMI Areas and



Latino Economic Development Center

Minneapolis, MNEconomic Development (LMI Persons, LMI


$ 500,000


Heritage Hills Dickinson, NDAffordable Housing Using LIHTCs (LMI Persons


Page 59 of 86


4Points Laguna III, LLC Laguna, NMEconomic Development Using NMTCs (LMI



Project General Investment Fund, LLC

Coffee County, ALEconomic Development Using NMTCs (LMI

Areas)$ 3,884,400


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

$ 7,156,854


Zagis V2 Lacassine, LAEconomic Development Using NMTCs (LMI

Areas)$ 2,527,472


Lilac Place, LLLP Woodland, WAAffordable Housing Using LIHTCs (LMI Persons



WRC Yurok Humboldt County, CAEconomic Development Using NMTCs

(LMI Areas and Qualified Investment Under CRA)

$ 3,853,980


Gardens at Market Square, LP Pittsburgh, PAEconomic Development Using NMTCs (LMI

Areas)$ 3,840,800


Meadow Park Apartments, LP Clinton, INAffordable Housing Using LIHTCs (LMI

Persons) $ 6,935,020


RBC Tax Credit Equity National Fund-18, LP




Poverello Center Missoula, MTEconomic Development Using NMTCs (LMI Areas and Qualified Investment Under CRA)

$ 1,955,793


Blackstone Valley Prep Cumberland, RIEconomic Development Using NMTCs (LMI

Areas)$ 5,124,120


Portsmouth Kroger Portsmouth, VAEconomic Development Using NMTCs (LMI

Areas)$ 1,621,310

Page 60 of 86


Chinook Wind Apartments Greeley, COAffordable Housing (LMI Persons and Qualified



Environmental Charter School, LLC

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

$ 2,154,400


Family Tree & Lincoln Way, LLLP

Seattle, WAAffordable Housing (LMI Persons and Qualified



Woolf House Partners, LP San Francisco, CAAffordable Housing Using LIHTCs (LMI Persons



Mission Village of Tahlequah, LLC

Tahlequah, OKAffordable Housing Using LIHTCs (LMI

Persons) $ 3,154,293


Nationwide Life Insurance Company

Milwaukee, WIAffordable Housing Using LIHTCs (LMI Persons



BC Colonial Estates Springfield, MAAffordable Housing Using LIHTCs (LMI

Persons) $ 30,523,514


Alpha Square 4%, LP San Diego, CAAffordable Housing Using LIHTCs (LMI Persons



Berkeley 75 Housing Partners, LP

Berkeley, CAAffordable Housing Using LIHTCs (LMI Persons



Telegram & Gazette Worcester, MAEconomic Development Using NMTCs (LMI

Areas)$ 13,847,520


21c Durham Durham, NCEconomic Development Using NMTCs (LMI

Areas)$ 13,686,483


Brunswick Landing Brunswick, MEEconomic Development Using NMTCs (LMI

Areas)$ 2,685,076

Page 61 of 86


East Oakland Youth Development Center

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

$ 3,225,200


Project G Bozeman, MTEconomic Development Using NMTCs (LMI Areas and Qualified Investment Under CRA)

$ 4,296,240


McDonough 42 Elementary School

New Orleans, LAEconomic Development Using NMTCs (LMI

Areas)$ 3,276,000


Le Centre on Fourth Louisville, KYEconomic Development Using NMTCs (LMI Areas and Qualified Investment Under CRA)

$ 20,223,049


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

$ 3,120,000


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

$ 6,975,325


Allendale Biomass Allendale, SCEconomic Development Using NMTCs (LMI Areas and Qualified Investment Under CRA)

$ 27,699,564


Bemidji Hospitality Bemidji, MNEconomic Development Using NMTCs (LMI

Areas)$ 3,120,000


SCHC Property Corporation Redding, CAEconomic Development Using NMTCs (LMI



T-Rex Lammert Building St. Louis, MOEconomic Development Using NMTCs


$ 1,755,000


BCC Solar MAEconomic Development Using NMTCs


$ 2,393,931


Variety Care Health Center Oklahoma City, OKEconomic Development Using NMTCs (LMI

Areas)$ 3,474,900

Page 62 of 86


Molnlycke Manufacturing Brunswick, MEEconomic Development Using NMTCs (LMI

Areas)$ 2,652,000


MS Silicon Burnsville, MSEconomic Development Using NMTCs (LMI

Areas)$ 11,156,026


St. Croix Tissue Baileyville, MEEconomic Development Using NMTCs (LMI

Areas)$ 11,554,939


Sarla Fibers Walterboro, SCEconomic Development Using NMTCs (LMI

Areas)$ 4,238,100


Fall River YMCA Fall River, MAEconomic Development Using NMTCs (LMI

Areas)$ 3,882,232


A-Mill Artists Lofts Minneapolis, MNAffordable Housing


$ 3,000,000


AGP Dawson Dawson, MNEconomic Development Using NMTCs (LMI

Areas)$ 3,790,800


Albina Head Start Portland, OREconomic Development Using NMTCs (LMI Areas and Qualified Investment Under CRA)

$ 3,177,720


Arbor Creek Senior, LP Sacramento, CAAffordable Housing Using LIHTCs (LMI

Persons)$ 4,971,280


Ariel Small Business Loan Fund OHEconomic Development Using NMTCs (LMI

Areas)$ 1,446,100


Associated Grocer Baton Rouge, LAEconomic Development Using NMTCs (LMI

Areas)$ 6,117,845


Bethany Village at Camp McDowell

Nauvoo, ALEconomic Development Using NMTCs (LMI

Areas)$ 1,785,725

Page 63 of 86


Blue Oak Resources Osceola, AREconomic Development Using NMTCs (LMI

Areas)$ 9,360,000


Boston Financial Tax Credits XLI, LP




Chateau De Lyon Associates, LP Stockton, CAAffordable Housing Using LIHTCs (LMI Persons



Chief Fabrication, LLC Grand Island, NEEconomic Development Using NMTCs (LMI Areas and Qualified Investment Under CRA)

$ 2,340,000


CityScape Palomar II Phoenix, AZEconomic Development Using NMTCs (LMI Areas and Qualified Investment Under CRA)

$ 3,194,100


College of the Desert Indio, CAEconomic Development Using NMTCs (LMI Areas and Qualified Investment Under CRA)

$ 2,901,600


Des Moines Social Club Des Moines, IAEconomic Development Using NMTCs (LMI Areas and Qualified Investment Under CRA)

$ 2,350,000


Educare San Jose San Jose, CAEconomic Development Using NMTCs (LMI Areas and Qualified Investment Under CRA)

$ 5,028,690


Edward Via Virginia College of Osteopathic Medicine

Auburn, ALEconomic Development Using NMTCs (LMI

Areas)$ 3,394,100


Fairbanks Square CIC, LP San Diego, CAAffordable Housing Using LIHTCs (LMI Persons



Golden Valley Naturals Shelley, IDEconomic Development Using NMTCs (LMI Areas and Qualified Investment Under CRA)

$ 5,006,220


Goodwill Easter Seals of the Gulf Coast

Mobile, ALEconomic Development Using NMTCs (LMI

Areas)$ 1,679,432

Page 64 of 86


Hamilton Artspace Hamilton, OHAffordable Housing Using LIHTCs (LMI Persons



Hill and Valley Rock Island, ILEconomic Development Using NMTCs (LMI Areas and Qualified Investment Under CRA)

$ 2,211,300


Iberville Phase I, LLC New Orleans, LAAffordable Housing (LMI Persons and Qualified



Iberville Phase II New Orleans, LAAffordable Housing (LMI Persons and Qualified



Iron Works Dubuque, IAEconomic Development Using NMTCs (LMI Areas and Qualified Investment Under CRA)

$ 11,769,486


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

$ 4,477,200


Kroger America's Beverage Co. Irving, TXEconomic Development Using NMTCs (LMI

Areas)$ 1,282,316


Kroger Management NMTC Athens I, LLC

Athens, GAEconomic Development Using NMTCs (LMI

Areas)$ 1,571,310


Kroger Ruler Fund ILEconomic Development Using NMTCs (LMI

Areas)$ 1,428,960


L.A. Prep Kitchen Los Angeles, CAEconomic Development Using NMTCs (LMI Areas and Qualified Investment Under CRA)

$ 5,131,800


Lakeshore Workforce Housing, LP

MNAffordable Housing (LMI Persons and Qualified



Maraton Ventures NationwideEconomic Development Using NMTCs (LMI

Areas)$ 70,000

Page 65 of 86


Maya Pittsburgh Cinemas, LLC Pittsburg, CAEconomic Development Using NMTCs (LMI Areas and Qualified Investment Under CRA)

$ 2,711,280


Memorial Homes Williamsport, PAAffordable Housing Using LIHTCs (LMI

Persons)$ 8,121,614


Mill at MSU Nationwide Affordable Housing (LMI Areas) $ 6,035,522


Muscoda Protein Products 2 Muscoda, WIEconomic Development Using NMTCs (LMI

Areas)$ 1,716,000


National Equity Fund 2013, LP NationwideAffordable Housing (LMI Persons and Qualified



Newton Senior Residence, LLC Newton, IAAffordable Housing Using LIHTCs (LMI Persons



North Omaha Intergenerational Campus

Omaha, NEEconomic Development Using NMTCs (LMI

Areas)$ 3,131,072


Northwestern Energy Butte, MTEconomic Development Using NMTCs (LMI Areas and Qualified Investment Under CRA)

$ 5,999,760



OH; KYAffordable Housing (LMI Persons and Qualified



Pagedale Town Center Pagedale, MOEconomic Development Using NMTCs (LMI

Areas)$ 2,761,450


Parsons Senior, LLC Columbus, OHAffordable Housing Using LIHTCs (LMI Persons



QueensCare Health Centers Foundation, LLC

Los Angeles, CAEconomic Development Using NMTCs (LMI Areas and Qualified Investment Under CRA)

$ 5,276,055

Page 66 of 86


R&B MachineHuntsville, AL; Upland,

CAEconomic Development Using NMTCs (LMI

Areas)$ 1,812,019


RavenBrick Manufacturing Denver, COEconomic Development Using NMTCs (LMI Areas and Qualified Investment Under CRA)

$ 4,837,000


RBS Tax Credit Equity National Fund 19, LP




Redtail Ponds Fort Collins, COAffordable Housing Using LIHTCs (LMI Persons



Rooms to Go Dunn, NCEconomic Development Using NMTCs (LMI

Areas)$ 3,198,000


SHOP 2012, LLC Minneapolis, MN; WIEconomic Development (LMI Persons, LMI


$ 2,600,000


St. Martins Place Miami, FLAffordable Housing Using LIHTCs (LMI

Persons)$ 24,703,000


St. Albans State Office Building St. Albans, VTEconomic Development Using NMTCs (LMI

Areas)$ 4,217,509


Tampa Art Museum Tampa, FLEconomic Development Using NMTCs (LMI

Areas)$ 3,247


Geis 1010-Rotunda Master Tenant, LLC and the 9 Investment Fund, LLC

Cleveland, OHAffordable Housing (LMI Areas and Qualified



The Groves Cottage Grove, MNAffordable Housing (LMI Persons and Qualified



The Retreat on Washington Indianapolis, INAffordable Housing (LMI Persons and Qualified


Page 67 of 86


TMCO Investments, LLC Lincoln, NEEconomic Development Using NMTCs (LMI Areas and Qualified Investment Under CRA)

$ 2,252,240


Topeka Dillon (Kroger) Topeka, KSEconomic Development Using NMTCs (LMI Areas and Qualified Investment Under CRA)

$ 2,812,877


Trotter Day Terminal, LLC Litchfield, NEEconomic Development Using NMTCs (LMI

Persons)$ 3,170,000


Union Gospel Mission - Fort Worth


Areas)$ 2,546,250


Victoria's Place St. Pete St. Petersburg, FLEconomic Development Using NMTCs (LMI

Areas)$ 5,025,100


Village in the Bosque Albuquerque, NMAffordable Housing Using LIHTCs (LMI Persons



West Hawaii CHC Kona, HIEconomic Development Using NMTCs (LMI

Areas)$ 7,446,140


Westgate Community Associates, LP

Stockton, CAAffordable Housing Using LIHTCs (LMI Persons



YMCA of Northwest Florida NationwideEconomic Development Using NMTCs (LMI

Areas)$ 2,320,519


Windy Ridge Apartments Austin, TX Affordable Housing (LMI Persons) $ 10,403,694




and Qualified Investment Under CRA)$ 0


700 East Main Richmond, VACEDEs (LMI Areas and Qualified Investment

Under CRA)$ 7,302,921

Page 68 of 86


WJJ CIC, LP San Diego, CAAffordable Housing Using LIHTCs (LMI Persons



Cedar Real Estate Group, LLC Cedar Rapids, IACEDEs (LMI Areas and Qualified Investment

Under CRA)$ 5,186,080


North End Fresh Thyme Milwaukee, WICEDEs (LMI Areas and Qualified Investment

Under CRA)$ 3,276,000


Yellowstone Commons Glendive, MTAffordable Housing (LMI Persons and Qualified



Utah Shakespeare Festival Foundation

Cedar City, UTCEDEs (LMI Areas and Qualified Investment

Under CRA)$ 4,855,500


USB Advantage Holdco IV BIDCO I

IL CEDEs (LMI Areas) $ 1,200


Minerva Manor Fontana, CAAffordable Housing (LMI Persons and Qualified



Kroger Omaha Omaha, NECEDEs (LMI Persons and Qualified Investment

Under CRA)$ 3,109


Arcade Building LIHTC Landlord St. Louis, MOAffordable Housing (LMI Persons and Qualified



Arcade Building LIHTC Master Tenant

St. Louis, MOAffordable Housing (LMI Persons and Qualified



Anderson YMCA Anderson, INAffordable Housing Using LIHTCs (LMI Persons



Bissinger's Chocolate - 2nd Phase

St. Louis, MOCEDEs (LMI Areas and Qualified Investment

Under CRA)$ 1,922,000

Page 69 of 86


Renoir Hotel San Francisco, CACEDEs (LMI Areas and Qualified Investment

Under CRA)$ 13,468,318


Husqvarna Forestry Products Nashville, AR CEDEs Using NMTCs (LMI Areas) $ 1,999,746


Carl Albert Community Center Ada, OK CEDEs Using NMTCs (LMI Areas) $ 7,897,500


Portland Press Hotel Portland, ME CEDEs Using NMTCs (LMI Areas) $ 6,559,656


ACCDF 2013 LA; AR CEDEs Using NMTCs (LMI Areas) $ 8,813,957


Bizcapital BIDCO FL, LA, NE Loan Fund 2013

FL; LA; NE CEDEs Using NMTCs (LMI Areas) $ 6,478,532


Alpha Square 9%, LP San Diego, CAAffordable Housing Using LIHTCs (LMI Persons



Florida Organic Aquaculture Fellsmere, FL CEDEs Using NMTCs (LMI Areas) $ 1,259,815


NexGen Riviera Beach, FL CEDEs Using NMTCs (LMI Areas) $ 5,073,000


Proliant Meat Ingredients Harlan, IA CEDEs Using NMTCs (LMI Areas) $ 3,261,960


Mill Creek Courtyard Bakersfield, CA Affordable Housing (LMI Persons) $ 6,705,051


Emerald Village San Antonio, TX Affordable Housing (LMI Persons) $ 14,974,515

Page 70 of 86


Richmont Terrace Bellevue, NEAffordable Housing (LMI Areas and Qualified



Jim and Heather Gills YMCA Facility

St. Petersburg, FL Affordable Housing (LMI Areas) $ 937,500


Pavilion Park Senior Housing Irvine, CAAffordable Housing Using LIHTCs (LMI Persons



Galvan Community Center Hudson, NY Affordable Housing (LMI Areas) $ 3,354,000


Heritage Hills II Dickinson, ND Affordable Housing (LMI Persons) $ 6,034,234


Project Atlantic GA CEDEs (LMI Persons) $ 13,519,550


West Allis Hotel West Allis, WICEDEs (LMI Areas and Qualified Investment

Under CRA)$ 1,895,400


May Apartments Edwardsville, ILAffordable Housing Using LIHTCs (LMI Persons



Heartland Health Centers Chicago, ILCEDEs (LMI Areas and Qualified Investment

Under CRA)$ 3,655,900


Team Academy Newark, NJ CEDEs (LMI Areas) $ 8,416,482


Hotel Monroe Phoenix, AZCEDEs (LMI Areas and Qualified Investment

Under CRA)$ 9,487,000


Athens Energy Athens, ME CEDEs (LMI Areas) $ 10,201,055

Page 71 of 86


LAMP Kansas City, MOCEDEs (LMI Areas and Qualified Investment

Under CRA)$ 4,990,728


Blue Ridge Mission Health Spruce Pine, NC CEDEs (LMI Areas) $ 3,449,800


Central States Thermo King St. Louis, MO CEDEs (LMI Areas) $ 2,369,250


South Quarter IV Minneapolis, MN Affordable Housing (LMI Persons) $ 14,740,399


Method Home Products Chicago, ILCEDEs (LMI Persons and Qualified Investment

Under CRA)$ 10,254,800


One Hope United Aurora, IL; Joliet, ILCEDEs (LMI Areas and Qualified Investment

Under CRA)$ 4,387,500


USB LIHTC Fund 2013-6 LLC - St. Paul Old Home Plaza, LLC

St. Paul, MNAffordable Housing (LMI Persons and Qualified



1201-1301 Holdings LLC Detroit, MI CEDEs (LMI Areas) $ 7,079,528


Oliver Building Pittsburgh, PA Affordable Housing (LMI Areas) $ 16,969,993


Advantage IL QLICI Fund II IL; FLCEDEs (LMI Areas and Qualified Investment

Under CRA)$ 4,886,351


Winchester Lofts New Haven, CT Affordable Housing (LMI Areas) $ 13,654,634


Enterprise Advantage XV Nationwide CEDEs (LMI Areas) $ 3,717,303

Page 72 of 86


Marfa Community Growth & Revitalization

Marfa, TX CEDEs (LMI Areas) $ 5,635,500


Balcones Lofts Balcones Heights, TX Affordable Housing (LMI Persons) $ 6,979,067


Big Brothers Big Sisters OC Santa Ana, CACEDEs (LMI Areas and Qualified Investment

Under CRA)$ 3,549,558

UMB Bank, National Association

KCMO Investment Fund IX, LLC Kansas City, MOEconomic Development Using NMTCs (Areas

Targeted for Redevelopment)$ 3,276,000


The Kansas Equity Fund IX, LP KSAffordable Housing (Areas Targeted for



The Midwest Housing Equity Group Community Fund 41, LP

NationwideAffordable Housing (Areas Targeted for



The St. Louis Equity Fund 2012 St. Louis, MOAffordable Housing (LMI Persons and Qualified


Union Bank, National Association

Huntington Capital Fund III, LP CA; OR; WAEconomic Development (LMI Areas and



MacArthur Telegraph Associates, LP, a California

limited partnershipOakland, CA


$ 17,223,002


Rainier Court Associates 2003-III, LLC

Seattle, WAAffordable Housing (LMI Persons and Qualified



Woodlands Newell Associates, LP

East Palo Alto, CAAffordable Housing (LMI Persons and Qualified


Webster Bank, National Association

Bristol Boys and Girls Club Center (BBGC)

Bristol, CTEconomic Development


$ 3,246,000

Page 73 of 86


Boston Community Loan Fund Inc.

Boston, MA; MAAffordable Housing (Qualified Investment

Under CRA)$ 1,000,000


U.S.A. Institutional Tax Credit Fund XCVI, LP

Meriden, CTAffordable Housing (LMI Persons, LMI Areas,


Wells Fargo Bank, National Association

The Residences of Solms Village, LP, an Indiana limited

partnershipNew Braunfels, TX


$ 7,462,663


CB Concordia Limited Partnership, a Minnesota

limited partnership

Minneapolis, MN; St. Paul, MN;

Bloomington, MN


$ 3,907,579


Sheridan Station South Limited Partnership (District of

Columbia)Multi-state


$ 19,353,846


Park Row Crossing Limited Partnership, a Minnesota

limited partnershipSt. Peter, MN


$ 6,182,873


Pickett Farms Apts., LP Norfolk, VAAffordable Housing Using LIHTCs (LMI

Persons) $ 8,812,439


Lulav Square Apartments, Limited Partnership (a Florida

Limited Partnership)Nationwide,


$ 21,776,024


U.S.A. Institutional Tax Credit Fund L, LP



U.S.A. Institutional Tax Credit Fund LXXXV, LP



NYCHA Public Housing Preservation I, LLC

NY Affordable Housing (LMI Persons) $ 267,432,555


Club Pond Green Associates, LP Raeford, NC Affordable Housing (LMI Persons) $ 4,214,472

Page 74 of 86


Terrace Gardens, LP Staten Island, NY Affordable Housing (LMI Persons) $ 16,063,257


U.S.A. Institutional Tax Credit Fund XCV, LP

NY Affordable Housing (LMI Persons) $ 50,000,000


Tyler House Associates 2012, LLC

Washington, DC Affordable Housing (LMI Persons) $ 29,394,709


South Bethlehem Partners, LP Bethlehem, PA Affordable Housing (LMI Persons) $ 8,947,605


MHIC NE CDE II Subsidiary 25, LLC

Torrington, CTEconomic Development Using NMTCs (LMI



Walden Venture Capital - SBIC VIII, LP

CAEconomic Development (Qualified Investment

Under CRA)$ 1,000,000


Plexus Fund QP III, LP MSEconomic Development (Qualified Investment

Under CRA)$ 8,000,000


Ironwood Mezzanine Fund III-A, LP

Bridgeport, CT; New Haven, CT

Economic Development (Qualified Investment Under CRA)

$ 15,000,000


Community Equity Fund XVII, LP




Whitemarsh-Ridge Associates, LP

Whitemarsh Township, PA


$ 16,990,785


Patriot Capital III SBIC, LP Multi-stateEconomic Development (Qualified Investment

Under CRA)$ 5,000,000


MHEG Fund 40, LP NationwideAffordable Housing Using LIHTCs (LMI Persons


Page 75 of 86


Wells Fargo Community Investment Holdings, LLC

Portland, ORAffordable Housing Using LIHTCs (LMI


$ 218,928


Arvin Pacific Associates II, LP Arvin, CAAffordable Housing Using LIHTCs (LMI

Persons)$ 15,993,162


CCM Community Development XVIII, LLC

Gaffney, SCEconomic Development Using NMTCs (LMI


$ 8,139,493


Community Development Funding XVI LLC

Coos Bay, OREconomic Development Using NMTCs (LMI


$ 9,000,000


Manor South LP Baltimore, MD Affordable Housing (LMI Persons) $ 14,489,508


RBC Tax Credit Equity California Fund 3- LP

CAAffordable Housing (LMI Persons, LMI Areas,



Cleveland Green Phase II Associates LP

Garner, NC Affordable Housing (LMI Persons) $ 3,792,287


NDC Corporate Equity Fund X LP





NationwideAffordable Housing (Qualified Investment

Under CRA)$ 250,000


1550 Third Avenue Apartments, LP

Walnut Creek, CAAffordable Housing Using LIHTCs (LMI

Persons)$ 15,296,199


345 State Street Limited Dividend Housing Association,

LPGrand Rapids, MI


$ 11,701,863


47 Housing Associates, LLC Pennsauken, NJAffordable Housing Using LIHTCs (LMI

Persons)$ 15,980,808

Page 76 of 86


819 North Rengstorff Studio Apartments, LP

Mountain View, CAAffordable Housing Using LIHTCs (LMI

Persons)$ 8,370,925


AEF Sub-CDE 2, LLC Portland, OREconomic Development Using NMTCs (LMI


$ 5,600,000


AEF Sub-CDE I, LLC Baker County, OREconomic Development Using NMTCs (LMI


$ 4,000,000


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

Persons)$ 9,262,080


Artspace Loveland Limited Partnership

Loveland, COAffordable Housing Using LIHTCs (LMI

Persons)$ 5,775,889


Avanath Affordable Housing II, LLC


Under CRA)$ 15,000,000


AveVista Associates, LP Oakland, CAAffordable Housing Using LIHTCs (LMI

Persons)$ 12,543,615


Barron's Branch Lilac Waco, TXAffordable Housing Using LIHTCs (LMI

Persons)$ 9,955,796


Beaumont Providence, LP Beaumont, TXAffordable Housing Using LIHTCs (LMI

Persons)$ 12,240,061


Brickell View Terrace Apartments, Ltd.

Miami, FLAffordable Housing Using LIHTCs (LMI

Persons)$ 27,042,811


Burlington City Affordable Housing, LLC

Burlington, NJAffordable Housing Using LIHTCs (LMI

Persons)$ 12,434,586


Cabrillo gateway, LP Los Angeles, CAAffordable Housing Using LIHTCs (LMI Persons


Page 77 of 86


California Equity Fund 2014, LP CAAffordable Housing (LMI Persons and Qualified



Carroll Avenue Senior Homes LP


Persons)$ 21,389,790


CB Northpoint Townhomes, LP Aitkin, MNAffordable Housing Using LIHTCs (LMI

Persons)$ 3,397,001


Century Arrowhead Vista, LPRiverside, CA; San Bernardino, CA;

Ontario, CA


$ 3,560,862


City Crossings Ltd., LP Miami, FLAffordable Housing Using LIHTCs (LMI

Persons)$ 26,997,811


Colgate Close, LP Bronx, NYAffordable Housing Using LIHTCs (LMI

Persons)$ 17,842,228




Under CRA)$ 100,000




Under CRA)$ 1,000,000


Compass One A, LLC Bronx, NYAffordable Housing Using LIHTCs (LMI

Persons)$ 5,024,513


Compass One B, LLC Bronx, NYAffordable Housing Using LIHTCs (LMI

Persons)$ 19,090,000


Compass Pointe Limited Partnership

New Hope, MNAffordable Housing Using LIHTCs (LMI

Persons)$ 10,334,677


Crossroads II Development, LLC


Persons)$ 23,379,653

Page 78 of 86


Dakotas XII, LLC OREconomic Development Using NMTCs (LMI


$ 13,000,000


Dix Street Gateway Redevelopment Partners, LLC

Washington, DCAffordable Housing Using LIHTCs (LMI

Persons)$ 4,152,673


Douglas River Avenue, LLC North Charleston, SCAffordable Housing Using LIHTCs (LMI

Persons)$ 7,324,141


Ecotrust Sub-CDE XV, LLC Grant County, OREconomic Development Using NMTCs (LMI


$ 7,500,000


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

Persons)$ 10,661,693


Elk Grove Pacific Associates Elk Grove, CAAffordable Housing Using LIHTCs (LMI

Persons)$ 10,626,291


Elton Owner III, LLC Brooklyn, NYAffordable Housing Using LIHTCs (LMI

Persons)$ 47,138,765


Enhanced Capital New Market Development Fund 43, LLC

Portland, OREconomic Development Using NMTCs (LMI



Enhanced Capital New Market Development Fund XXVI, LLC

Lexington, NEEconomic Development Using NMTCs (LMI


$ 10,400,000


Enhanced Capital New Market Development Fund XXVII, LLC

Lexington, NEEconomic Development Using NMTCs (LMI


$ 19,000,000


Enhanced Capital New Markets Fund XXXVII, LLC

Baileyville, MEEconomic Development Using NMTCs (LMI

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

$ 20,832,678


Enhanced Capital Oregon NMTC Investment Fund, LLC

Eugene, OREconomic Development Using NMTCs (LMI


$ 4,000,000

Page 79 of 86


Enhanced Capital Oregon NMTC Investment Fund XIX, LLC

OREconomic Development Using NMTCs (LMI


$ 4,000,000


Enhanced Capital Oregon NMTC Investment Fund VII, LLC

Portland, OREconomic Development Using NMTCs (LMI


$ 4,000,000


Eucalyptus Park Housing, LPLos Angeles-Long

Beach-Santa Ana, CAAffordable Housing Using LIHTCs (LMI Persons



Finance New Mexico-Investor Series XIII, LLC

Farmington, NMEconomic Development Using NMTCs (LMI


$ 11,000,000


Forest Winds 2, LP Windsor, CAAffordable Housing Using LIHTCs (LMI

Persons)$ 4,271,263


G LAMP Owner, LLC Brooklyn, NYAffordable Housing Using LIHTCs (LMI

Persons)$ 13,109,401


Gibson Center Ltd., LP Miami, FLAffordable Housing Using LIHTCs (LMI

Persons)$ 4,694,018


Graycliff Mezzanine II, LP NationwideEconomic Development (Qualified Investment

Under CRA)$ 3,000,000


Half Moon Village II Associates, LP

Half Moon Bay, CAAffordable Housing Using LIHTCs (LMI

Persons)$ 27,639,279


Hampstead Poppleton Partners III, LP

Baltimore, MDAffordable Housing Using LIHTCs (LMI

Persons)$ 7,041


Hotel Julian Community, LLC Corvallis, ORAffordable Housing Using LIHTCs (LMI

Persons)$ 6,049,769


Kalispel Investment Fund, LLC Usk, WAAffordable Housing (LMI Persons, LMI Areas,


Page 80 of 86


Kinder Park Housing Partners I, LP

Woodlyn, PAAffordable Housing Using LIHTCs (LMI

Persons)$ 12,514,489


Laurel Village, LP Los Angeles, CAAffordable Housing (LMI Persons and Qualified



Lofts on Landis, LP Chula Vista, CAAffordable Housing (LMI Persons and Qualified



Lufkin ITPP Housing II, LP Lufkin, TXAffordable Housing Using LIHTCs (LMI

Persons)$ 8,216,228


Madison Crossings, LP Kissimmee, FLAffordable Housing Using LIHTCs (LMI

Persons)$ 15,525,460


Main Street Park I, LP Half Moon Bay, CAAffordable Housing Using LIHTCs (LMI

Persons)$ 3,960,826


Mercy Housing California 63, LP Wheatland, CAAffordable Housing Using LIHTCs (LMI

Persons)$ 15,583,055


Metro South Senior Apartments, LP

South Miami, FLAffordable Housing Using LIHTCs (LMI

Persons)$ 26,658,242


Northside Property I, Ltd. Miami, FLAffordable Housing Using LIHTCs (LMI

Persons)$ 11,651,767


NTCIC-SLS, LLC Savannah, GAEconomic Development Using NMTCs (LMI


$ 8,000,000


Pearl Apartments Ltd., LP Miami, FLAffordable Housing Using LIHTCs (LMI

Persons)$ 25,518,089


Pedcor Investment-2011-CXXXVII Limited Partnership

Lincoln, NEAffordable Housing Using LIHTCs (LMI

Persons)$ 5,446,254

Page 81 of 86


Perris Family Apartments, LP Perris, CAAffordable Housing Using LIHTCs (LMI

Persons)$ 17,098,585


PHVW, LLLP Denver, COAffordable Housing Using LIHTCs (LMI

Persons)$ 12,139,955


Pivotal Capital Fund, LP San Francisco, CAEconomic Development (Qualified Investment

Under CRA)$ 2,500,000


Playa Senior Affordable Housing, LP

Los Angeles-Long Beach-Santa Ana, CA


$ 18,420,098


RBC Tax Credit Equity National Fund 18, LP

NationwideEconomic Development Using NMTCs (LMI


$ 16,000,000


REACH Orenco, LLC Portland-Hillsboro, ORAffordable Housing Using LIHTCs (LMI

Persons)$ 9,147,690


Residence at Old Town Kern, LP

Bakersfield, CAAffordable Housing Using LIHTCs (LMI

Persons)$ 7,912,973


Richmond Pacific Associates, LP Richmond, CAAffordable Housing Using LIHTCs (LMI

Persons)$ 7,381,500


River Edge Apartments, LLC Salisbury, MDAffordable Housing Using LIHTCs (LMI

Persons)$ 15,937,233


Riverside Micor-Cap Fund III, LP


Under CRA)$ 5,540,000


Rosedale II Ltd., LP Tuscaloosa, ALAffordable Housing Using LIHTCs (LMI

Persons)$ 14,270,788


Saige Meadows, LLC Tyler, TXAffordable Housing Using LIHTCs (LMI

Persons)$ 11,995,348

Page 82 of 86


Sailboat Bend Apartments Ltd., LP

Fort Lauderdale, FLAffordable Housing Using LIHTCs (LMI

Persons)$ 9,520,373


Seventh Avenue I, Ltd. Miami, FLAffordable Housing Using LIHTCs (LMI

Persons)$ 15,378,762


Snapdragon Place I, LP Ventura, CAAffordable Housing Using LIHTCs (LMI

Persons)$ 6,180,958


Solimar Associates, LP Oxnard, CAAffordable Housing Using LIHTCs (LMI

Persons)$ 3,167,588


Soundview Senior Housing, LLC Bronx, NYAffordable Housing Using LIHTCs (LMI

Persons)$ 14,875,535


Spring Lake Housing Associates, LP

Woodland, CAAffordable Housing Using LIHTCs (LMI

Persons)$ 13,582,763


St. Ann Redevelopment, LLCOmaha, NE; Council

Bluffs, IAAffordable Housing Using LIHTCs (LMI

Persons)$ 4,552,412


Stonehenge Community Development LXXX, LLC

Forest Grove, OREconomic Development Using NMTCs (LMI


$ 6,000,000


Summit Parque, LLC Dallas, TXAffordable Housing Using LIHTCs (LMI

Persons)$ 15,719,916


Targhee Sub CDE, LLC Rexburg, IDEconomic Development Using NMTCs (LMI


$ 12,950,000


The Lofts at Tarpon River, LLC Fort Lauderdale, FLAffordable Housing Using LIHTCs (LMI

Persons)$ 27,243,885


Trinity Capital Fund II, LP NationwideEconomic Development (Qualified Investment

Under CRA)$ 2,000,000

Page 83 of 86


U.S.A. Institutional Tax Credit Fund XCVI, LP




Vermont Manzanita, LPLos Angeles-Long

Beach-Glendale, CAAffordable Housing (LMI Persons and Qualified



Veteran Village of Glendale, LP Glendale, CAAffordable Housing (LMI Persons and Qualified



Villas at the Bluff II, LLC Delta, COAffordable Housing Using LIHTCs (LMI

Persons)$ 5,470,229


Wall Street Green Phase II Associates, LP

Sumter, SCAffordable Housing Using LIHTCs (LMI

Persons)$ 4,005,268


Watauga Green Associates, LP Boone, NCAffordable Housing Using LIHTCs (LMI

Persons)$ 5,876,830


Wells Fargo Community Development Enterprises

Round 8 Subsidiary 9, LLC and Wells Fargo Community Development Enterprises

Round 9 Subsidiary 13, LLC

Oxnard, CAEconomic Development Using NMTCs (LMI


$ 14,500,000


Wells Fargo CIH, LLC Portland, ORAffordable Housing (LMI Persons, LMI Areas,



Wells Fargo CIH, LLC Portland, ORAffordable Housing (LMI Persons, LMI Areas,



Wells Fargo CIH, LLC Denver, COEconomic Development Using NMTCs (LMI


$ 18,900,000


Wells Fargo Community Development Enterprise Round

9 Subsidiary 11, LLC

Potsdam, NY; Bronx, NY; Brooklyn, NY;

Syracuse, NY

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

Under CRA)$ 6,000,000

Page 84 of 86


Whittier Senior Housing, LP Los Angeles, CAAffordable Housing (LMI Persons and Qualified



Willows Pacific Associates Willows, CAAffordable Housing Using LIHTCs (LMI

Persons)$ 4,198,889


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

Persons)$ 10,005,610


Quill Apts, LP Norfolk, VAAffordable Housing Using LIHTCs (LMI

Persons)$ 9,203,295


Enhanced Capital New Market Development Fund XXVII, LLC

andEnhanced Capital New Market Development Fund 50, LLC

Kearney, NECEDEs (LMI Persons, LMI Areas, and Qualified



Pleasantville Mixed Use, LP Pleasantville, NJ Affordable Housing (LMI Persons) $ 11,653,362


Pleasantville Mixed Income, LP Pleasantville, NJ Affordable Housing (LMI Persons) $ 13,748,710


Croft Place Apartments, LP New Richmond, WI Affordable Housing (LMI Persons) $ 5,851,417


Crescent Direct Lending SBIC Fund, LP


Under CRA)$ 10,000,000


Lumien Apartments, LLC Durango, COAffordable Housing Using LIHTCs (LMI

Persons)$ 9,103,160


DESC Interbay Supportive Housing, LP

Seattle, WAAffordable Housing Using LIHTCs (LMI

Persons)$ 15,330,541


Baker Woods Apartments, LP Virginia Beach, VAAffordable Housing Using LIHTCs (LMI

Persons)$ 9,837,230

Page 85 of 86


West 153 Owner, LLC New York, NY Affordable Housing (LMI Persons) $ 13,932,078


Sharmon Palms Lane Associates, LP

Campbell, CAAffordable Housing Using LIHTCs (LMI

Persons)$ 7,790,418


TRF NMTC Fund XXXI, LP Multi-stateCEDEs (LMI Persons, LMI Areas, and Qualified



MHEG Fund 42, LP Midwest United StatesAffordable Housing Using LIHTCs (LMI Persons



Enterprise WF Equity Fund, LLLP

Rancho Cucamonga, CA; Santa Monica, CA;

Baltimore, MDAffordable Housing (LMI Persons) $ 34,398,295


Community Development Trust Inc.


Under CRA)$ 2,750,000


Verde Palms, LTD El Paso, TXAffordable Housing Using LIHTCs (LMI

Persons)$ 12,387,971


Westwood Limited Partnership Sioux Falls, SDAffordable Housing Using LIHTCs (LMI

Persons)$ 4,927,939


1539 North Main, LP Scranton, PAAffordable Housing Using LIHTCs and HTCs

(LMI Persons)$ 19,889,466


Willow Run Apartments, LP Lancaster County, PAAffordable Housing Using LIHTCs (LMI

Persons)$ 14,006,008


Highland Residential, LP Washington, DCAffordable Housing Using LIHTCs (LMI

Persons)$ 26,400,286

West Texas National Bank Bluehenge Secured Debt, LP NY, TX, LAEconomic Development


$ 3,000,000

Page 86 of 86

Woodforest National Bank Texas Mezzanine Fund TXEconomic Development (LMI Persons and LMI

Areas)$ 1,000,000

Total $ 11,281,089,036

National Bank Community Development Investments Annual ...Opportunities Fund 31, LLC: Multi-state Affordable Housing Using LIHTCs (LMI Persons and Qualified Investment Under CRA) $

Documents

National Bank Community Development Investments Annual ...Opportunities Fund 31, LLC: Multi-state Affordable Housing Using LIHTCs (LMI Persons and Qualified Investment Under CRA) $