Form 990 for tax year 2023

Filed by NEW YORK EQUITY FUND INC.

Totals

Total revenue: $257,814
Total expenses: $602,674
Contributions and grants received: $0
Grants paid: $0
Program service revenue: $257,814
Investment income: $0
Other revenue: $0
Total assets, end of year: $1,138,580
Total liabilities, end of year: $818,007
Net assets or fund balances, end of year: $320,573
Program services expenses (Part IX): $469,504
Management and general expenses: $133,170
Fundraising expenses: $0
Program service expenses (Part III): $469,504

Program services were 77.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

2a · Program service revenue: LOW INCOME HOUSING REV

total $257,814 · related or exempt $257,814

Functional expenses

Part IX, the statement of functional expenses.

11b · Fees: legal

total $166 · management and general $166
11c · Fees: accounting

total $4,675 · management and general $4,675
11g · Fees: other

total $597,833 · program services $469,504 · management and general $128,329

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $322 · end of year $322
13 · Investments: program-related

beginning of year $1,000 · end of year $1,000
15 · Other assets

beginning of year $989,259 · end of year $1,137,258
19 · Deferred revenue

beginning of year $16,101
25 · Other liabilities

beginning of year $309,047 · end of year $818,007
27 · Net assets without donor restrictions

beginning of year $665,433 · end of year $320,573

Mission and programs · 2023

Mission

NEW YORK EQUITY FUND, INC. ASSISTS NATIONAL EQUITY FUND, INC. IN THE DEVELOPMENT AND PRESERVATION OF HIGH-QUALITY LOW-INCOME RENTAL HOUSING BY ESTABLISHING AND MANAGING INVESTMENT FUNDS THAT ATTRACT CAPITAL FOR INVESTMENT IN HOUSING PROJECTS QUALIFYING FOR LOW-INCOME HOUSING TAX CREDITS AND CONDUCTING RELATED ACTIVITIES.

Activities or mission (Part I)

NEW YORK EQUITY FUND, INC. ASSISTS NATIONAL EQUITY FUND, INC. IN THE DEVELOPMENT AND PRESERVATION OF HIGH-QUALITY LOW-INCOME RENTAL HOUSING BY MANAGING INVESTMENTS IN QUALIFYING HOUSING PROJECTS.

NEW YORK EQUITY FUND, INC. SERVES AS GENERAL PARTNER OR MANAGING MEMBER OF INVESTOR LIMITED PARTNERSHIPS OR LIMITED LIABILITY COMPANIES THAT ACQUIRE, CONSTRUCT, OR REHABILITATE AND OPERATE LOW-INCOME HOUSING PROJECTS.

Expenses $469,504 · Revenue $257,814

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

Mark SiranovicMARK SIRANOVIC

SVP AND DIRECTOR

Total calculated

$806,527

From this org

$0

From related orgs

$680,821

Other

$125,706

Hours/week

2 + 38 related

Schedule J breakdown matched by us

Base

$0 + $268,841 related

Bonus

$0 + $410,000 related

Other

$0 + $1,980 related

Deferred

$0 + $93,340 related

Nontaxable benefits

$0 + $34,621 related

Filer's total

$0 + $808,782 related
Matthew ReileinMATTHEW REILEIN

PRESIDENT & CEO (AND DIRECTOR)

Total calculated

$1,333,259

From this org

$0

From related orgs

$1,003,040

Other

$330,219

Hours/week

2 + 38 related

Schedule J breakdown matched by us

Base

$0 + $475,090 related

Bonus

$0 + $527,500 related

Other

$0 + $450 related

Deferred

$0 + $299,103 related

Nontaxable benefits

$0 + $41,061 related

Filer's total

$0 + $1,343,204 related
Peter HarrisonPETER HARRISON

SVP (AND DIRECTOR)

Total calculated

$764,767

From this org

$0

From related orgs

$626,774

Other

$137,993

Hours/week

2 + 38 related

Schedule J breakdown matched by us

Base

$0 + $262,964 related

Bonus

$0 + $360,000 related

Other

$0 + $3,810 related

Deferred

$0 + $105,327 related

Nontaxable benefits

$0 + $34,695 related

Filer's total

$0 + $766,796 related
Alex DenjaALEX DENJA

SVP, COO, CFO

Total calculated

$948,177

From this org

$0

From related orgs

$774,334

Other

$173,843

Hours/week

2 + 38 related

Schedule J breakdown matched by us

Base

$0 + $323,884 related

Bonus

$0 + $450,000 related

Other

$0 + $450 related

Deferred

$0 + $144,227 related

Nontaxable benefits

$0 + $34,308 related

Filer's total

$0 + $952,869 related
Michael RogersMICHAEL ROGERS

SVP & SECRETARY

Total calculated

$602,407

From this org

$0

From related orgs

$543,917

Other

$58,490

Hours/week

2 + 38 related

Schedule J breakdown matched by us

Base

$0 + $259,437 related

Bonus

$0 + $282,500 related

Other

$0 + $1,980 related

Deferred

$0 + $28,874 related

Nontaxable benefits

$0 + $31,163 related

Filer's total

$0 + $603,954 related
Reena BramblettREENA BRAMBLETT

SVP

Total calculated

$795,959

From this org

$0

From related orgs

$682,508

Other

$113,451

Hours/week

2 + 38 related

Schedule J breakdown matched by us

Base

$0 + $270,528 related

Bonus

$0 + $410,000 related

Other

$0 + $1,980 related

Deferred

$0 + $81,296 related

Nontaxable benefits

$0 + $33,777 related

Filer's total

$0 + $797,581 related
Valerie WhiteVALERIE WHITE

VP

Total calculated

$302,536

From this org

$0

From related orgs

$257,123

Other

$45,413

Hours/week

2 + 38 related

Schedule J breakdown matched by us

Base

$0 + $226,511 related

Bonus

$0 + $28,403 related

Other

$0 + $2,209 related

Deferred

$0 + $24,463 related

Nontaxable benefits

$0 + $21,517 related

Filer's total

$0 + $303,103 related
Karen PrzypysznyKAREN PRZYPYSZNY

FORMER SVP (AND DIRECTOR)

Total calculated

$510,698

From this org

$0

From related orgs

$453,175

Other

$57,523

Hours/week

0 + 40 related

Schedule J breakdown matched by us

Base

$0 + $249,365 related

Bonus

$0 + $200,000 related

Other

$0 + $3,810 related

Deferred

$0 + $27,907 related

Nontaxable benefits

$0 + $32,244 related

Filer's total

$0 + $513,326 related
Kevin D BoesKEVIN D BOES

FORMER SVP

Total calculated

$648,011

From this org

$0

From related orgs

$584,167

Other

$63,844

Hours/week

0 + 40 related

Schedule J breakdown matched by us

Base

$0 + $365,667 related

Bonus

$0 + $218,500 related

Other

$0

Deferred

$0 + $36,941 related

Nontaxable benefits

$0 + $26,903 related

Filer's total

$0 + $648,011 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

4b · Supplemental nonqualified retirement plan

Answered no

4a · Severance or change-of-control payment
4c · Equity-based compensation arrangement
5a · Pay contingent on this organization's revenues
5b · Pay contingent on a related organization's revenues
6a · Pay contingent on this organization's net earnings
6b · Pay contingent on a related organization's net earnings
7 · Other non-fixed payments
8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4B: CERTAIN OFFICERS PARTICIPATED IN A 457(F) PLAN: I. ALEX DENJA - $108,215 II. REENA BRAMBLETT - $50,496 III. PETER HARRISON - $75,672 IV. MARK SIRANOVIC - $63,048 V. MATT REILEIN - $261,153

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

COMMUNITY HOUSING FUND LLC

501(C)(3) · LENDING · DE

Directly controlled by LISC
LOCAL INITIATIVES SUPPORT CORPORATION

501(C)(3) · COMMUNITY DEVELOPMENT · NY
NATIONAL EQUITY FUND INC

501(C)(4) · LOW INCOME HOUSING · IL

Directly controlled by LISC
NEF COMMUNITY INVESTMENTS INC

501(C)(4) · LOW INCOME HOUSING · IL

Directly controlled by NEF INC
OREGON CORP FOR AFFORDABLE HOUSING

501(C)(3) · LOW INCOME HOUSING · OR

Directly controlled by NEF INC

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

ACD MIDWEST FUND I LP

LOW INCOME HOUSING · IL
ACD MIDWEST FUND II LP

LOW INCOME HOUSING · IL
BANC OF AMERICA COMMUNITY HOUSING INVESTMENT FUND II LLC

LOW INCOME HOUSING · DE
BANC OF AMERICA COMMUNITY HOUSING INVESTMENT FUND III LP

LOW INCOME HOUSING · DE
BANC OF AMERICA COMMUNITY HOUSING INVESTMENT FUND XIV LP

LOW INCOME HOUSING · IL
BANC OF AMERICA COMMUNITY HOUSING INVESTMENT FUND XV LP

LOW INCOME HOUSING · IL
BANC OF AMERICA COMMUNITY HOUSING INVESTMENT FUND XVI LP

LOW INCOME HOUSING · IL
BANC OF AMERICA COMMUNITY HOUSING INVESTMENT FUND XVII LP

LOW INCOME HOUSING · IL
BANK OF AMERICA COMMUNITY HOUSING INVESTMENT FUND IV LP

LOW INCOME HOUSING · DE
BANK OF AMERICA COMMUNITY HOUSING INVESTMENT FUND IX LP

LOW INCOME HOUSING · IL
BANK OF AMERICA COMMUNITY HOUSING INVESTMENT FUND VI LP

LOW INCOME HOUSING · DE
BANK OF AMERICA COMMUNITY HOUSING INVESTMENT FUND VII LP

LOW INCOME HOUSING · IL
BANK OF AMERICA COMMUNITY HOUSING INVESTMENT FUND VIII LP

LOW INCOME HOUSING · IL
BANK OF AMERICA COMMUNITY HOUSING INVESTMENT FUND X LP

LOW INCOME HOUSING · IL
BANK OF AMERICA COMMUNITY HOUSING INVESTMENT FUND XI LP

LOW INCOME HOUSING · IL
BANK OF AMERICA COMMUNITY HOUSING INVESTMENT FUND XII LP

LOW INCOME HOUSING · IL
BANK OF AMERICA COMMUNITY HOUSING INVESTMENT FUND XIII LP

LOW INCOME HOUSING · IL
BLACK VISION FUND LLC

COMMUNITY DEV · DE
BOA ADDABBO INVESTMENT FUND LLC

COMMUNITY DEV · DE
BOA BARTLETT YARD INVESTMENT FUND

COMMUNITY DEV · DE
BOA GOODWILL CHARLOTTE INVESTMENT FUND

COMMUNITY DEV · DE
BOA RUMRILL PARK INVESTMENT FUND

COMMUNITY DEV · DE
BOA URBAN CORPS INVESTMENT FUND

COMMUNITY DEV · DE
BOA WATERFIRE INVESTMENT FUND LLC

COMMUNITY DEV · DE
BROADSTREET INVESTMENT FUND 1 LLC

COMMUNITY DEV · IL
BROADSTREET INVESTMENT FUND 2 LLC

COMMUNITY DEV · IL
BROADSTREET INVESTMENT FUND 20 LLC

COMMUNITY DEV · IL
BROADSTREET INVESTMENT FUND 3 LLC

COMMUNITY DEV · IL
BROADSTREET INVESTMENT FUND 4 LLC

COMMUNITY DEV · IL
BROADSTREET INVESTMENT FUND 5 LLC

COMMUNITY DEV · IL
CALIFORNIA EQUITY FUND 2004 LP

LOW INCOME HOUSING · DE
CALIFORNIA EQUITY FUND 2013 LP

LOW INCOME HOUSING · DE
CALIFORNIA EQUITY FUND 2014 LP

LOW INCOME HOUSING · IL
CALIFORNIA EQUITY FUND 2015 LP

LOW INCOME HOUSING · IL
CALIFORNIA EQUITY FUND 2016 LP

LOW INCOME HOUSING · IL
CALIFORNIA EQUITY FUND 2017 LP

LOW INCOME HOUSING · IL
CALIFORNIA EQUITY FUND 2018 LP

LOW INCOME HOUSING · IL
CALIFORNIA EQUITY FUND 2019 LP

LOW INCOME HOUSING · IL
CALIFORNIA EQUITY FUND 2020 LP

LOW INCOME HOUSING · IL
CALIFORNIA EQUITY FUND 2021 LP

LOW INCOME HOUSING · IL
CALIFORNIA EQUITY FUND 2022 LP

LOW INCOME HOUSING · IL
CALIFORNIA EQUITY FUND 2023 LP

LOW INCOME HOUSING · IL
CAPITAL ACCESS FUND OF CLEVELAND

COMMUNITY DEV · DE
CAPITOL THEATRE INVESTMENT FUND

COMMUNITY DEV · DE
CATHAY SHARED INVESTMENT FUND I LP

LOW INCOME HOUSING · IL
CATHAY SHARED INVESTMENT FUND II LP

LOW INCOME HOUSING · IL
CATHAY SHARED INVESTMENT FUND III LP

LOW INCOME HOUSING · IL
CATHAY SHARED INVESTMENT FUND IV LP

LOW INCOME HOUSING · IL
CATHAY SHARED INVESTMENT FUND V LP

LOW INCOME HOUSING · IL
CHASE NMTC AVONDALE INVESTMENT

COMMUNITY DEV · DE
CHASE NMTC BRUNSWICK INVESTMENT

COMMUNITY DEV · DE
CHASE NMTC EMMI ROTH INVESTMENT

COMMUNITY DEV · DE
CHICAGO EQUITY FUND 2003 LP

LOW INCOME HOUSING · IL
CHICAGO EQUITY FUND 2004 LP

LOW INCOME HOUSING · IL
CIBC BANK USA AFFORDABLE HOUSING

LOW INCOME HOUSING · IL
CITIGROUP CCDE INVESTMENT FUND LLC

LOW INCOME HOUSING · DE
COVINGTON INVESTMENT FUND LLC

LOW INCOME HOUSING · DE
CRESCENT COMMUNITY INVESTMENT FUND LP

LOW INCOME HOUSING · DE
EDWARDS LIFESCIENCES PROPEL LLC

COMMUNITY DEV · DE
EHF LCO INVESTMENT FUND LLC

COMMUNITY DEV · IL
EHF VGMHC INVESTMENT FUND LLC

COMMUNITY DEV · IL
FI HOUSING LP

LOW INCOME HOUSING · MT
FIFTH THIRD INVESTMENT FUND II LP

LOW INCOME HOUSING · IL
FIFTH THIRD INVESTMENT FUND LLC

LOW INCOME HOUSING · DE
FNBC LEASING INVESTMENT FUND LLC

LOW INCOME HOUSING · DE
FOUR EIGHTY-ONE HOUSING INVESTMENT FUND II LP

LOW INCOME HOUSING · IL
FOUR EIGHTY-ONE HOUSING INVESTMENT FUND III LP

LOW INCOME HOUSING · IL
FOUR EIGHTY-ONE HOUSING INVESTMENT FUND IV LP

LOW INCOME HOUSING · IL
FOUR EIGHTY-ONE HOUSING INVESTMENT FUND LP

LOW INCOME HOUSING · DE
FOUR EIGHTY-ONE HOUSING INVESTMENT FUND V LP

LOW INCOME HOUSING · IL
FOUR EIGHTY-ONE HOUSING INVESTMENT FUND VI LP

LOW INCOME HOUSING · IL
GOOD JOBS INVESTMENT FUND LLC

COMMUNITY DEV · DE
GOOD JOBS LOAN FUND LLC

COMMUNITY DEV · DE
GRC NMTC INVESTMENT FUND LLC

COMMUNITY DEV · DE
GROW INDIANA FUND LLC

COMMUNITY DEV · IL
GROW INDIANAPOLIS FUND II LLC

COMMUNITY DEV · DE
GROW INDIANAPOLIS FUND III LLC

COMMUNITY DEV · IL
GROW INDIANAPOLIS FUND LLC

COMMUNITY DEV · DE
GS-NYEF 2009 LLC

RELATED · LOW INCOME HOUSING · DE · share of income -$5 · share of assets $232,756 · general or managing partner

Directly controlled by NYEF
HAWAII AFFORDABLE HOUSING FUND I LP

LOW INCOME HOUSING · IL
HEALTHY FUTURES FQHC FINANCING II

COMMUNITY DEV · DE
HEALTHY FUTURES FUND III LP

COMMUNITY DEV · DE
HOMESTEAD EQUITY FUND IV LP

LOW INCOME HOUSING · OR
HOMESTEAD EQUITY FUND V LP

LOW INCOME HOUSING · OR
HOMESTEAD EQUITY FUND VI LP

LOW INCOME HOUSING · OR
HOMESTEAD EQUITY FUND VII LP

LOW INCOME HOUSING · OR
HOMESTEAD EQUITY FUND VIII LP

LOW INCOME HOUSING · OR
HOMESTEAD EQUITY FUND X LIMITED PARTNERSHIP

LOW INCOME HOUSING · DE
HOMESTEAD EQUITY FUND XI LIMITED PARTNERSHIP

LOW INCOME HOUSING · DE
HOMESTEAD EQUITY FUND XII LIMITED PARTNERSHIP

LOW INCOME HOUSING · IL
HOMESTEAD EQUITY FUND XIII LIMITED PARTNERSHIP

LOW INCOME HOUSING · IL
HOMESTEAD EQUITY FUND XIV LIMITED PARTNERSHIP

LOW INCOME HOUSING · IL
HOMESTEAD EQUITY FUND XV LIMITED PARTNERSHIP

LOW INCOME HOUSING · IL
HOMESTEAD EQUITY FUND XVI LIMITED PARTNERSHIP

LOW INCOME HOUSING · IL
HOMESTEAD EQUITY FUND XVII LIMITED PARTNERSHIP

LOW INCOME HOUSING · IL
HOMESTEAD EQUITY FUND XVIII LIMITED PARTNERSHIP

LOW INCOME HOUSING · IL
HOMESTEAD NORTHERN CALIFORNIA FUND LP

LOW INCOME HOUSING · OR
HOMESTEAD PRESERVATION LLC

LOW INCOME HOUSING · IL
HOMESTEAD WESTERN COMMUNITIES FUND LIMITED PARTNERSHIP

LOW INCOME HOUSING · OR
HORIZON VILLAGE ONE LP

LOW INCOME HOUSING · DE
IMPOWER FUND I LLC

COMMUNITY DEV · DE
JOB CREATION AND COMMUNITY REV

COMMUNITY DEV · DE
JP MORGAN CHASE LOW-INCOME HOUSING FUND LLC

LOW INCOME HOUSING · DE
KMI INVESTMENT FUND LLC

COMMUNITY DEV · DE
MARTHA'S TABLE INVESTMENT FUND

COMMUNITY DEV · DE
MLI INVESTMENT FUND II LP

LOW INCOME HOUSING · DE
MOUNTAIN PLAINS EQUITY FUND I LP

LOW INCOME HOUSING · MT
MPEG SPECIAL FUND II LP

LOW INCOME HOUSING · MT
MPEG WELLS FARGO SPECIAL LP

LOW INCOME HOUSING · MT
MS 2020 SUPPORTING RESILIENT COMMUNITIES FUND LLC

LOW INCOME HOUSING · IL
MS CTR FUND I LLC

LOW INCOME HOUSING · IL
MS CTR FUND II LLC

LOW INCOME HOUSING · IL
MS NMSC EQUITY FUND LLC

COMMUNITY DEV · DE
MS SHARED INVESTMENT FUND I LLC

LOW INCOME HOUSING · DE
MS SINGLE INVESTOR FUND I LLC

LOW INCOME HOUSING · DE
MS SINGLE INVESTOR FUND II LLC

LOW INCOME HOUSING · IL
MS SINGLE INVESTOR FUND III LLC

LOW INCOME HOUSING · IL
MS SINGLE INVESTOR FUND IV LLC

LOW INCOME HOUSING · DE
MS SINGLE INVESTOR FUND V LLC

LOW INCOME HOUSING · IL
MS SINGLE INVESTOR FUND VI LLC

LOW INCOME HOUSING · IL
MS SINGLE INVESTOR FUND VII LLC

LOW INCOME HOUSING · IL
NATIONAL AFFORDABLE HOUSING FUND I LP

LOW INCOME HOUSING · DE
NATIONAL EQUITY FUND 1996 LP

LOW INCOME HOUSING · DE
NATIONAL EQUITY FUND 1996 SERIES II LP

LOW INCOME HOUSING · DE
NATIONAL EQUITY FUND 1999 LP

LOW INCOME HOUSING · DE
NATIONAL EQUITY FUND 2002 LLC

LOW INCOME HOUSING · DE
NATIONAL EQUITY FUND 2003 LLC

LOW INCOME HOUSING · DE
NATIONAL EQUITY FUND 2004 LLC

LOW INCOME HOUSING · DE
NATIONAL EQUITY FUND 2005 LP

LOW INCOME HOUSING · DE
NATIONAL EQUITY FUND 2006 LP

LOW INCOME HOUSING · DE
NATIONAL EQUITY FUND 2006 SERIES II LP

LOW INCOME HOUSING · DE
NATIONAL EQUITY FUND 2007 LP

LOW INCOME HOUSING · DE
NATIONAL EQUITY FUND 2007 SERIES II LP

LOW INCOME HOUSING · DE
NATIONAL EQUITY FUND 2008 LP

LOW INCOME HOUSING · DE
NATIONAL EQUITY FUND 2008 SERIES II LP

LOW INCOME HOUSING · DE
NATIONAL EQUITY FUND 2009 LP

LOW INCOME HOUSING · DE
NATIONAL EQUITY FUND 2011 INVESTMENT FUND LP

LOW INCOME HOUSING · IL
NATIONAL EQUITY FUND 2011 LP

LOW INCOME HOUSING · IL
NATIONAL EQUITY FUND 2012 LP

LOW INCOME HOUSING · IL
NATIONAL EQUITY FUND 2013 LP

LOW INCOME HOUSING · IL
NATIONAL EQUITY FUND 2014 LP

LOW INCOME HOUSING · IL
NATIONAL EQUITY FUND 2017 LP

LOW INCOME HOUSING · IL
NATIONAL EQUITY FUND 2018 LP

LOW INCOME HOUSING · IL
NATIONAL EQUITY FUND 2019 LP

LOW INCOME HOUSING · IL
NATIONAL EQUITY FUND 2020 LP

LOW INCOME HOUSING · IL
NATIONAL EQUITY FUND 2020 SERIES II LP

LOW INCOME HOUSING · IL
NATIONAL EQUITY FUND 2021 LP

LOW INCOME HOUSING · IL
NATIONAL EQUITY FUND 2022 LP

LOW INCOME HOUSING · IL
NATIONAL EQUITY FUND 2023 LP

LOW INCOME HOUSING · IL
NATIONAL EQUITY FUND 2023 SERIES II LP

LOW INCOME HOUSING · IL
NATIONWIDE AFFORDABLE HOUSING FUND XX - NEF LLC

LOW INCOME HOUSING · DE
NEF 2018 TEXAS REGIONAL FUND LP

LOW INCOME HOUSING · IL
NEF 2019 TEXAS REGIONAL FUND LP

LOW INCOME HOUSING · IL
NEF AFFORDABLE HOUSING INVESTMENT FUND III LP

LOW INCOME HOUSING · DE
NEF AFFORDABLE HOUSING INVSTMENT FUND II LP

LOW INCOME HOUSING · DE
NEF AFFORDABLE HOUSING INVSTMENT FUND LP

LOW INCOME HOUSING · DE
NEF BANK OZK SHARED INVESTMENT FUND I LP

LOW INCOME HOUSING · IL
NEF CAPITAL ONE INVESTMENT FUND II LLC

LOW INCOME HOUSING · IL
NEF CAPITAL ONE INVESTMENT FUND LLC

LOW INCOME HOUSING · IL
NEF CHICAGO WEST TOWN FUND LP

LOW INCOME HOUSING · IL
NEF COMMUNITY INVESTMENT FUND II LP

LOW INCOME HOUSING · DE
NEF COMMUNITY INVESTMENT FUND LP

LOW INCOME HOUSING · DE
NEF COMMUNITY PRESERVATION FUND I LP

LOW INCOME HOUSING · DE
NEF COMPASS SHARED INVESTMENT I LP

LOW INCOME HOUSING · IL
NEF EMERGING MINORITY DEVELOPER FUND LP

LOW INCOME HOUSING · IL
NEF ENCANTO POINTE MIDDLE TIER FUND LLC

LOW INCOME HOUSING · IL
NEF FIRST NIAGARA INVESTMENT FUND LLC

LOW INCOME HOUSING · IL
NEF FLORIDA AFFORDABLE HOUSING FUND II LP

LOW INCOME HOUSING · IL
NEF FLORIDA AFFORDABLE HOUSING FUND LP

LOW INCOME HOUSING · IL
NEF FRE AFFORDABLE HOUSING FUND II LP

LOW INCOME HOUSING · DE
NEF FRE AFFORDABLE HOUSING FUND LP

LOW INCOME HOUSING · IL
NEF HAWAII SHARED INVESTMENT FUND I LP

LOW INCOME HOUSING · IL
NEF HUNTINGTON AFFORDABLE HOUSING FUND I LP

LOW INCOME HOUSING · IL
NEF INVESTMENT PARTNERS FUND I LLC

LOW INCOME HOUSING · DE
NEF INVESTMENT PARTNERS FUND III LLC

LOW INCOME HOUSING · IL
NEF INVESTMENT PARTNERS FUND IV LLC

LOW INCOME HOUSING · IL
NEF INVESTMENT PARTNERS FUND IX LP

LOW INCOME HOUSING · IL
NEF INVESTMENT PARTNERS FUND V LLC

LOW INCOME HOUSING · IL
NEF INVESTMENT PARTNERS FUND VI LLC

LOW INCOME HOUSING · IL
NEF INVESTMENT PARTNERS FUND VII LP

LOW INCOME HOUSING · IL
NEF INVESTMENT PARTNERS FUND VIII LP

LOW INCOME HOUSING · IL
NEF INVESTMENT PARTNERS FUND X LP

LOW INCOME HOUSING · IL
NEF INVESTMENT PARTNERS FUND XI LP

LOW INCOME HOUSING · IL
NEF KEY SHARED INVESTMENT FUND LP

LOW INCOME HOUSING · IL
NEF NATIONAL COMMUNITY INVESTMENT FUND II LP

LOW INCOME HOUSING · DE
NEF NATIONAL COMMUNITY INVESTMENT FUND III LP

LOW INCOME HOUSING · IL
NEF NEIGHBORHOOD REVITALIZATION FUND I LLC

LOW INCOME HOUSING · DE
NEF NEIGHBORHOOD REVITALIZATION FUND II LLC

LOW INCOME HOUSING · DE
NEF NEW YORK REGIONAL FUND LP

LOW INCOME HOUSING · IL
NEF NEW YORK SPECIAL TAX CREDIT 2009 LP

LOW INCOME HOUSING · DE
NEF NEW YORK SPECIAL TAX CREDIT 2016

LOW INCOME HOUSING · IL
NEF NORTHEAST REGIONAL FUND 2023 LP

LOW INCOME HOUSING · IL
NEF ORCHARD WESTCHASE MIDDLE TIER FD LLC

LOW INCOME HOUSING · IL
NEF PREDEVELOPMENT LOAN FUND I LP

PREDEVELOPMENT FINANCING · IL
NEF PRESERVATION CAPITAL ADVISORS LLC

LOW INCOME HOUSING · IL
NEF PRESERVATION FUND II LP

LOW INCOME HOUSING · DE
NEF PRESERVATION MORTGAGE LOAN FUND I LP

LOW INCOME HOUSING · DE
NEF PRESERVATION MORTGAGE LOAN FUND II LP

LOW INCOME HOUSING · DE
NEF PRESERVATION PB FUND I LP

LOW INCOME HOUSING · DE
NEF RBS CITIZENS INVESTMENT FUND I LP

LOW INCOME HOUSING · IL
NEF REGIONAL FUND I - CHICAGO LP

LOW INCOME HOUSING · IL
NEF REGIONAL FUND II - FLORIDA LP

LOW INCOME HOUSING · IL
NEF REGIONAL FUND IV - NORTHEAST LP

LOW INCOME HOUSING · IL
NEF REGIONAL FUND IX - TEXAS LP

LOW INCOME HOUSING · IL
NEF REGIONAL FUND V - CHICAGO LP

LOW INCOME HOUSING · IL
NEF REGIONAL FUND VII - CHICAGO LP

LOW INCOME HOUSING · IL
NEF REGIONAL FUND VIII - CHICAGO LP

LOW INCOME HOUSING · IL
NEF SECONDARY II - CALIFORNIA LP

LOW INCOME HOUSING · IL
NEF STCC AFFORDABLE HOUSING FUND I LP

LOW INCOME HOUSING · IL
NEF WEBSTER LIHTC FUND I LP

LOW INCOME HOUSING · DE
NEF WORKFORCE HOUSING INNOVATION FUND LP

LOW AND MODERATE INCOME HOUSING · DE
NEW MARKETS INVESTMENT 100 LLC

COMMUNITY DEV · DE
NEW MARKETS INVESTMENT 101 LLC

COMMUNITY DEV · DE
NEW MARKETS INVESTMENT 102 LLC

COMMUNITY DEV · DE
NEW MARKETS INVESTMENT 103 LLC

COMMUNITY DEV · DE
NEW MARKETS INVESTMENT 104 LLC

COMMUNITY DEV · DE
NEW MARKETS INVESTMENT 105 LLC

COMMUNITY DEV · DE
NEW MARKETS INVESTMENT 107 LLC

COMMUNITY DEV · DE
NEW MARKETS INVESTMENT 108 LLC

COMMUNITY DEV · DE
NEW MARKETS INVESTMENT 109 LLC

COMMUNITY DEV · DE
NEW MARKETS INVESTMENT 110 LLC

COMMUNITY DEV · DE
NEW MARKETS INVESTMENT 111 LLC

COMMUNITY DEV · DE
NEW MARKETS INVESTMENT 113 LLC

COMMUNITY DEV · DE
NEW MARKETS INVESTMENT 115 LLC

COMMUNITY DEV · DE
NEW MARKETS INVESTMENT 116 LLC

COMMUNITY DEV · DE
NEW MARKETS INVESTMENT 117 LLC

COMMUNITY DEV · DE
NEW MARKETS INVESTMENT 118 LLC

COMMUNITY DEV · DE
NEW MARKETS INVESTMENT 119 LLC

COMMUNITY DEV · DE
NEW MARKETS INVESTMENT 120 LLC

COMMUNITY DEV · DE
NEW MARKETS INVESTMENT 121 LLC

COMMUNITY DEV · DE
NEW MARKETS INVESTMENT 122 LLC

COMMUNITY DEV · DE
NEW MARKETS INVESTMENT 124 LLC

COMMUNITY DEV · DE
NEW MARKETS INVESTMENT 125 LLC

COMMUNITY DEV · DE
NEW MARKETS INVESTMENT 126 LLC

COMMUNITY DEV · DE
NEW MARKETS INVESTMENT 127 LLC

COMMUNITY DEV · DE
NEW MARKETS INVESTMENT 128 LLC

COMMUNITY DEV · DE
NEW MARKETS INVESTMENT 129 LLC

COMMUNITY DEV · DE
NEW MARKETS INVESTMENT 130 LLC

COMMUNITY DEV · DE
NEW MARKETS INVESTMENT 131 LLC

COMMUNITY DEV · DE
NEW MARKETS INVESTMENT 132 LLC

COMMUNITY DEV · DE
NEW MARKETS INVESTMENT 133 LLC

COMMUNITY DEV · DE
NEW MARKETS INVESTMENT 134 LLC

COMMUNITY DEV · DE
NEW MARKETS INVESTMENT 135 LLC

COMMUNITY DEV · DE
NEW MARKETS INVESTMENT 136 LLC

COMMUNITY DEV · DE
NEW MARKETS INVESTMENT 137 LLC

COMMUNITY DEV · DE
NEW MARKETS INVESTMENT 138 LLC

COMMUNITY DEV · DE
NEW MARKETS INVESTMENT 139 LLC

COMMUNITY DEV · DE
NEW MARKETS INVESTMENT 140 LLC

COMMUNITY DEV · DE
NEW MARKETS INVESTMENT 141 LLC

COMMUNITY DEV · DE
NEW MARKETS INVESTMENT 142 LLC

COMMUNITY DEV · DE
NEW MARKETS INVESTMENT 143 LLC

COMMUNITY DEV · DE
NEW MARKETS INVESTMENT 144 LLC

COMMUNITY DEV · DE
NEW MARKETS INVESTMENT 145 LLC

COMMUNITY DEV · DE
NEW MARKETS INVESTMENT 146 LLC

COMMUNITY DEV · DE
NEW MARKETS INVESTMENT 147 LLC

COMMUNITY DEV · DE
NEW MARKETS INVESTMENT 148 LLC

COMMUNITY DEV · DE
NEW MARKETS INVESTMENT 149 LLC

COMMUNITY DEV · DE
NEW MARKETS INVESTMENT 150 LLC

COMMUNITY DEV · DE
NEW MARKETS INVESTMENT 151 LLC

COMMUNITY DEV · DE
NEW MARKETS INVESTMENT 152 LLC

COMMUNITY DEV · DE
NEW MARKETS INVESTMENT 153 LLC

COMMUNITY DEV · DE
NEW MARKETS INVESTMENT 154 LLC

COMMUNITY DEV · DE
NEW MARKETS INVESTMENT 155 LLC

COMMUNITY DEV · DE
NEW MARKETS INVESTMENT 156 LLC

COMMUNITY DEV · IL
NEW MARKETS INVESTMENT 166 LLC

COMMUNITY DEV · IL
NEW MARKETS INVESTMENT 167 LLC

COMMUNITY DEV · IL
NEW MARKETS INVESTMENT 168 LLC

COMMUNITY DEV · IL
NEW MARKETS INVESTMENT 169 LLC

COMMUNITY DEV · IL
NEW MARKETS INVESTMENT 170 LLC

COMMUNITY DEV · IL
NEW MARKETS INVESTMENT 171 LLC

COMMUNITY DEV · IL
NEW MARKETS INVESTMENT 172 LLC

COMMUNITY DEV · IL
NEW MARKETS INVESTMENT 173 LLC

COMMUNITY DEV · IL
NEW MARKETS INVESTMENT 174 LLC

COMMUNITY DEV · IL
NEW MARKETS INVESTMENT 175 LLC

COMMUNITY DEV · IL
NEW MARKETS INVESTMENT 75 LLC

COMMUNITY DEV · DE
NEW MARKETS INVESTMENT 81 LLC

COMMUNITY DEV · DE
NEW MARKETS INVESTMENT 89 LLC

COMMUNITY DEV · DE
NEW MARKETS INVESTMENT 91 LLC

COMMUNITY DEV · DE
NEW YORK EQUITY FUND 1995 LP

LOW INCOME HOUSING · NY
NEW YORK EQUITY FUND 1995 SERIES II LP

RELATED · LOW INCOME HOUSING · NY · 0.01% owned · share of income -$63 · share of assets $21,219 · general or managing partner

Directly controlled by NYEF
NEW YORK EQUITY FUND 2000 LP

LOW INCOME HOUSING · NY
NEW YORK EQUITY FUND 2000 SERIES II LP

RELATED · LOW INCOME HOUSING · NY · 0.01% owned · share of income -$167 · share of assets $3,393 · general or managing partner

Directly controlled by NYEF
NEW YORK EQUITY FUND 2001 LLC

RELATED · LOW INCOME HOUSING · DE · share of income -$2 · share of assets $303,359 · general or managing partner

Directly controlled by NYEF
NEW YORK EQUITY FUND 2002 LLC

RELATED · LOW INCOME HOUSING · DE · share of income -$8 · share of assets $745,445 · general or managing partner

Directly controlled by NYEF
NEW YORK EQUITY FUND 2003 LLC

RELATED · LOW INCOME HOUSING · DE · share of income -$4 · share of assets $812,262 · general or managing partner

Directly controlled by NYEF
NEW YORK EQUITY FUND 2004 LLC

RELATED · LOW INCOME HOUSING · DE · share of income -$4 · share of assets $579,452 · general or managing partner

Directly controlled by NYEF
NEW YORK EQUITY FUND 2005 LLC

RELATED · LOW INCOME HOUSING · DE · share of income -$5 · share of assets $1,219,618 · general or managing partner

Directly controlled by NYEF
NEW YORK EQUITY FUND 2006 LLC

RELATED · LOW INCOME HOUSING · DE · share of income -$4 · share of assets $751,331 · general or managing partner

Directly controlled by NYEF
NEW YORK EQUITY FUND 2008 LLC

RELATED · LOW INCOME HOUSING · DE · share of income -$3 · share of assets $243,001 · general or managing partner

Directly controlled by NYEF
NMTC THRIVING COMMUNITIES FUND LLC

COMMUNITY DEV · IL
NORTHERN CALIFORNIA INVESTMENT FUND I LP

LOW INCOME HOUSING · DE
NORTHERN CALIFORNIA INVESTMENT FUND II LP

LOW INCOME HOUSING · IL
NORTHERN CALIFORNIA INVESTMENT FUND III LP

LOW INCOME HOUSING · IL
NORTHERN CALIFORNIA INVESTMENT FUND IV LP

LOW INCOME HOUSING · IL
NYC DISTRESSED MULTIFAMILY HOUSING FUND II LP

LOW AND MODERATE INCOME HOUSING · DE
OAK HILLS INVESTMENT FUND LLC

COMMUNITY DEV · DE
ONE ECONOMY FUND I LLC

LOW INCOME HOUSING · DE
OWNERSHIP FOR CHANGE LLC

COMMUNITY DEV · DE
PRESERVATION LLC

LOW INCOME HOUSING · DE
PROPEL NMTC ACN INVESTMENT FUND LLC

COMMUNITY DEV · IL
PROPEL NMTC COLLEGE PARK INVESTMENT FUND LLC

COMMUNITY DEV · DE
PROPEL NMTC PATH INVESTMENT FUND LLC

COMMUNITY DEV · DE
PROPEL NMTC SKILLS CENTER INVESTMENT FUND LLC

COMMUNITY DEV · DE
STANDARD FUND I LP

LOW INCOME HOUSING · DE
STATE FARM GOOD NEIGHBOR FUND

LOW INCOME HOUSING · DE
STERLING NATIONAL BANK AFFORDABLE HOUSING

LOW INCOME HOUSING · IL
SVB COASTAL FUND I LP

LOW INCOME HOUSING · IL
TD BANKNORTH HOUSING INVESTMENT FUND LP

LOW INCOME HOUSING · DE
THE EMERALD AFFORDABLE HOUSING OZONE FUND 2021 LP

LOW INCOME HOUSING · IL
THE EQUITABLE HEALTH FUND - NATIONAL LLC

COMMUNITY DEV · IL
THE EQUITABLE HEALTH FUND LLC

COMMUNITY DEV · DE
THE LA QUINTA EQUITY FUND LP

LOW INCOME HOUSING · DE
UPTOWN CENTER INVESTMENT FUND

COMMUNITY DEV · DE
US AFFORDABLE HOUSING COMMUNITY INVESTMENT FUND II LP

LOW INCOME HOUSING · DE
WFCIH INVESTMENT FUND I LLC

LOW INCOME HOUSING · DE
WFCIH INVESTMENT FUND II LLC

LOW INCOME HOUSING · DE
WFCIH INVESTMENT FUND III LP

LOW INCOME HOUSING · IL
WINTRUST COMMUNITY INVESTMENT

LOW INCOME HOUSING · DE

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

COMMUNITY DEVELOPMENT ADVOCATES - CHI INC

C · LOW INCOME HOUSING · IL
COMMUNITY DEVELOPMENT ADVOCATES - WISCONSIN INC

C · LOW INCOME HOUSING · IL
COMMUNITY DEVELOPMENT ADVOCATES RAD

C · LOW INCOME HOUSING · IL
COMMUNITY DEVELOPMENT ADVOCATES TCG INC

C · LOW INCOME HOUSING · IL
COMMUNITY DEVELOPMENT ADVOCATES INC

C · LOW INCOME HOUSING · IL
MPEG ACCEPTANCE CORPORATION

C · LOW INCOME HOUSING · MN
NEF ASSIGNMENT CORPORATION

C · LOW INCOME HOUSING · IL
NEF COMMUNITY CAPITAL INC

C · LOW INCOME HOUSING · IL
NEF DEVELOPMENT CORPORATION

C · LOW INCOME HOUSING · IL
NEF INVESTMENT PARTNER

C · LOW INCOME HOUSING · DE
NEF SUPPORT CORPORATION

C · LOW INCOME HOUSING · IL
NEW MARKETS INVESTMENT 106 LLC

C · COMMUNITY DEV. · DE
NEW MARKETS INVESTMENT 112 LLC

C · COMMUNITY DEV. · DE
NEW MARKETS INVESTMENT 114 LLC

C · COMMUNITY DEV. · DE
NEW MARKETS INVESTMENT 123 LLC

C · COMMUNITY DEV. · DE
NEW MARKETS INVESTMENT 86 LLC

C · COMMUNITY DEV. · DE
NEW MARKETS INVESTMENT 96 LLC

C · COMMUNITY DEV. · DE

Provenance

Return type: form_990
Tax year: 2023
Filed: 13 November 2024
IRS schema version: 2023v5.1
Source object: 202403199349301755

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