2024-07-31T10:31:46-05:00 2022-12-31 471767422 TOOLE KATZ & ROEMERSMA LLP 1911 N FORT MYER DRIVE SUITE 600 ARLINGTON VA 22209 990 2022-01-01 521665967 NATIONAL FOUNDATION FOR AFFORDABLE HOUSING SOLUTIONS INC NATI 3019980400 11810 GRAND PARK AVENUE SUITE 600 NORTH BETHESDA MD 20852 TODD TRAVIS MANAGING MEMBER 3019980400 2024-07-29 1 0 ANDREW ABERNETHY P10527388 7032489200 2022 2024-08-08 14:25:15Z TODD TRAVIS 11810 GRAND PARK AVENUE 600 NORTH BETHESDA MD 20852 72340809 0 X HTTPS://FOUNDATIONHOUSING.COM/ X 1990 DC THE FOUNDATION IS DEDICATED TO PRESERVING THE NATION'S EXISTING ASSISTED RENTAL HOUSING STOCK AND IS COMMITTED TO PROVIDING THE UNDERSERVED POPULATION WITH SOLUTIONS AND BETTER ACCESS TO DECENT, SAFE AND WELL-MANAGED AFFORDABLE HOUSING AND COMMUNITY PROGRAMS AND SERVICES. 8 8 24 0 0 0 44233497 0 7030417 72340809 1934756 0 0 0 53198670 72340809 525830 244131 0 0 3394639 5699080 0 0 0 7029189 7716542 10949658 13659753 42249012 58681056 263616606 310474052 81366888 69543278 182249718 240930774 X THE FOUNDATION IS DEDICATED TO PRESERVING THE NATION'S EXISTING ASSISTED RENTAL HOUSING STOCK AND IS COMMITTED TO PROVIDING THE UNDERSERVED POPULATION WITH SOLUTIONS AND BETTER ACCESS TO DECENT, SAFE AND WELL-MANAGED AFFORDABLE HOUSING AND COMMUNITY PROGRAMS AND SERVICES. 0 0 12801909 244131 39015603 THE EO RESEARCHES VARIOUS APPROACHES TO PRESERVE OUR NATION'S SUPPLY OF ADEQUATE AFFORDABLE HOUSING. IT SPEAKS AND DEALS WITH INDUSTRY LEADERS, CREATES FINANCIAL MODELS AND PREPARES VARIOUS POSITION REMARKS. IT ALSO FACILITATES NON-PROFIT OWNERSHIP OF AFFORDABLE HOUSING. IN ADDITION, IT CREATES 509(A)(3) ORGANIZATIONS THAT ACQUIRE AFFORDABLE LOW-INCOME HOUSING. 12801909 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 24 1 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 MD X TODD TRAVIS 3019980401 11810 GRAND PARK AVENUE SUITE 600 NORTH BETHESDA MD 20852 GREGORY O'DELL DIRECTOR 1.00 X 31500 0 0 BERNARD BEAL DIRECTOR 1.00 X 31500 0 0 MARK WELLER DIRECTOR 1.00 X 28000 0 0 JASON GOLDBLATT CEO AND CHAIRMAN 40.00 X 443425 0 0 JON SHIFFMAN DIRECTOR 1.00 X 28000 0 0 BENJAMIN M SOTO DIRECTOR 1.00 X 31500 0 0 CANDACE HERRING DIRECTOR 1.00 X 28000 0 0 GILEAD MORSE DIRECTOR 1.00 X 31500 0 0 TODD TRAVIS PRESIDENT AND COO 40.00 X 348700 0 0 RANDALL KELLY VP AND GENERAL COUNSEL 40.00 X 190040 0 0 JANET CHARLTON VICE PRESIDENT 40.00 X 266500 0 0 1458665 0 0 4 0 1 0 STUDIO 343 LTD 1912 D LINCOLN DRIVE ANNAPOLIS MD 21401 ARCHITECTURAL SERVICES 1253812 FEDERAL REALTY INVESTMENT TRUST PO BOX 8500 LOCKBOX 9320 PHILADELPHIA PA 191789320 OFFICE SPACE LEASE 558839 THE BRATTLE GROUP INC ONE BEACON STREET SUITE 2600 BOSTON MA 02108 VALUATION ANALYSIS AND TRANSACTIONAL REV 410071 UNITED HEALTHCARE 5901 LINCOLN DRIVE EDINA MN 55436 EMPLOYEE HEALTH INSURANCE 408672 CALDWELL HECKLES & EGAN INC 1270 GROFFTOWN ROAD LANCASTER PA 17602 CONSTRUCTION MANAGEMENT SERVICES 360302 19 SUPPORTING ORGAN FEE INCOME 531390 33325206 33325206 OTHER INTEREST 531390 33237653 33237653 INTEREST NOTE RECEIVABLE 531390 3599475 3599475 OTHER REVENUE 531390 2178475 2178475 72340809 72340809 72340809 0 0 244131 244131 4158626 4158626 1254129 1254129 286325 286325 577024 577024 205959 205959 472694 472694 599345 599345 74861 74861 3682668 3682668 135570 135570 126124 126124 CONSULTING 1679954 1679954 OTHER EXPENSES 118130 118130 NON-REIMBURSABLE COSTS 44213 44213 13659753 12801909 857844 0 29350529 94913925 28778701 32188178 39995922 28071182 1913038 1354208 685898 558830 154459428 144722418 10346128 10019519 263616606 310474052 14442258 2610146 415185 415185 66509445 66517947 81366888 69543278 X 182249718 240930774 182249718 240930774 263616606 310474052 58681056 0 X 0 1 X 1 0 X 6790738 26382006 9259850 43758497 86191091 3863588 3665009 4250647 5067635 16846879 10654326 30047015 13510497 48826132 103037970 0 0 0 103037970 21150 82165 22893 12014 138222 21150 82165 22893 12014 138222 10675476 30129180 13533390 48838146 103176192 0.99870 0.99850 0.00130 0.00150 X 1661277 1102447 558830 251761 251761 0 0 558830 INVESTMENTS 144722418 C 144722418 FIN 48 DISCLOSURE: THE FOUNDATION APPLIED FOR AND RECEIVED A DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE ("IRS") TO BE TREATED AS A TAX-EXEMPT ENTITY PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND DID NOT HAVE ANY UNRELATED BUSINESS INCOME FOR THE TAX YEAR ENDED DECEMBER 31, 2022. DUE TO ITS TAX-EXEMPT STATUS, THE FOUNDATION IS NOT SUBJECT TO INCOME TAXES. THE FOUNDATION IS REQUIRED TO FILE AND DOES FILE TAX RETURNS WITH THE IRS AND OTHER TAXING AUTHORITIES. NONE OF THE SUBSIDIARY ENTITIES HAD UNRELATED BUSINESS INCOME FOR THE YEAR ENDED DECEMBER 31, 2022. ACCORDINGLY, THE FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION FOR INCOME TAXES AND THE FOUNDATION HAS NO OTHER TAX POSITIONS WHICH MUCT BE CONSIDERED FOR DISCLOSURE. INCOME TAX RETURNS FILED BY THE FOUNDATION ARE SUBJECT TO EXAMINATION BY THE IRS FOR A PERIOD OF THREE YEARS. WHILE NO INCOME TAX RETURNS ARE CURRENTLY BEING EXAMINED THE IRS, TAX YEARS SINCE 2019 REMAIN OPEN. 1 COLLEGE TRACK 483 9TH STREET SUITE 200 OAKLAND CA 94607 943279613 501(C)(3) 5000 0 EDUCATION CHILDRENS NATIONAL MEDICAL CENTER 111 MICHIGAN AVENUE NW WASHINGTON DC 20010 521640402 501(C)(3) 5000 0 HEALTHCARE WOFFORD COLLEGE 429 N CHURCH ST SPARTANBURG SC 29303 570314422 501(C)(3) 5000 0 EDUCATION FOUNDATION FOR DEMOCRATIC DEVELOPMENT 1015 15TH STREET WASHINGTON DC 20005 834583490 501(C)(3) 10000 0 TO ENCOURAGE AND NURTURE DEMOCRATIC TENETS IN EURASIA. FRIENDS OF THE ISRAEL DEFENSE FORCES 60 EAST 42ND STREET NEW YORK NY 10165 133156445 501(C)(3) 5000 0 WE TRANSFORM THE LIVES OF THE YOUNG MEN AND WOMEN OF THE IDF THROUGH EMPOWERING EDUCATIONAL, FINANCIAL, WELL-BEING, AND CULTURAL INITIATIVES. DUKE UNIVERSITY 324 BLCKWLL ST WASH BLDG STE 850 DURHAM NC 27701 571211099 501(C)(3) 10000 0 EDUCATION THE UCLA FOUNDATION 10920 WILSHIRE BLVD STE 900 LOS ANGELES CA 90024 952250801 501(C)(3) 6000 0 EDUCATION SCHOOL LEADER LAB PO BOX 53232 WASHINGTON DC 20009 821581985 501(C)(3) 5000 0 DEVELOPING SCHOOL LEADERS TO CREATE AND SUSTAIN HIGH-QUALITY OUTCOMES FOR ALL STUDENTS. HOPE FOR HENRY FOUNDATION 2440 WISCONSIN AVENUE NW WASHINGTON DC 20007 200244173 501(C)(3) 5000 0 CARE FOR ILL CHILDREN AND THEIR FAMILIES THROUGH INNOVATIVE PROGRAMS. CAL RIPKEN SR FOUNDATION INC 1427 CLARKVIEW ROAD NO 100 BALTIMORE MD 21209 522310500 501(C)(3) 10000 0 BUILD CHARACTER AND TEACH CRITICAL LIFE LESSONS TO AT-RISK YOUNG PEOPLE LIVING IN AMERICA'S MOST DISTRESSED COMMUNITIES WESTCHESTER GOLF ASSOCIATION CADDIE SCHOLARSHIP FUND INC 49 KNOLLWOOD ROAD ELMSFORD NY 10523 136100835 501(C)(3) 5381 0 TO PROVIDES FINANCIAL NEED-BASED SCHOLARSHIPS TO CADDIES AND OTHERS WHO WORK IN SERVICE TO GOLF AT LOCAL PARTICIPATING GOLF AND COUNTRY CLUBS THROUGHOUT THE FOLLOWING COUNTIES: FAIRFIELD (CT), BRONX, DUTCHESS, ORANGE, PUTNAM, ROCKLAND, SULLIVAN, ULSTER AND WESTCHESTER (NY) COUNTIES. MONTGOMERY COUNTY COLLABORATION COUNCIL 1801 RESEARCH BLVD ROCKVILLE MD 20850 141904589 501(C)(3) 20000 0 PLANS, COORDINATES, FUNDS AND MONITORS SPECIFIC INTERAGENCY SERVICES TO IMPROVE CHILD WELL-BEING IN MONTGOMERY COUNTY. CHADTOUGH DEFEAT DIPG FOUNDATION PO BOX 907 SALINE MI 48176 474041494 501(C)(3) 10000 0 FUNDING RESEARCH FOR A DIPG/DMG CURE AND PROVIDING NAVIGATION TO PATIENTS AND FAMILIES. HAVERFORD SCHOOL 450 LANCASTER AVENUE HAVERFORD PA 19041 231352646 501(C)(3) 5000 0 EDUCATION LET'S WIN PANCREATIC CANCER FOUNDATION 422 EAST 72ND STREET SUITE 9D NEW YORK NY 10021 824411042 501(C)(3) 5000 0 HEALTHCARE FIGHT FOR CHILDREN INC 1250 CONNECTICUT AVENUE NW SUITE 700 WASHINGTON DC 20036 521706059 501(C)(3) 25000 0 TO HELP INDIVIDUALS, ORGANIZATIONS, AND COMMUNITIES LEVERAGE THE POWER OF SPORTS TO IMPROVE THE LIVES OF UNDERSERVED YOUTH. COMMUNITIES IN SCHOOL OF LOS ANGELES INC 2000 AVENUE OF THE STARS LOS ANGELES CA 90067 260404220 501(C)(3) 25000 0 STRATEGICALLY ALIGN AND DELIVER NEEDED RESOURCES SO THAT STUDENTS CAN FOCUS ON LEARNING WORLD CENTRAL KITCHEN 200 MASSACHUSETTS AVE NW 7TH FLOOR WASHINGTON DC 20001 273521132 501(C)(3) 5000 0 TO PROVIDE MEALS IN THE WAKE OF NATURAL DISASTERS. LAB SCHOOL OF WASHINGTON 4759 RESERVOIR RD NW WASHINGTON DC 20007 521261627 501(C)(3) 5000 0 EDUCATION FOR STUDENTS WITH LANGUAGE BASED LEARNING DIFFERENCES. ST JOHNS COLLEGE HIGH SCHOOL 2607 MILITARY ROAD NW WASHINGTON DC 200151009 530242993 501(C)(3) 10000 0 EDUCATION CASEY CARES FOUNDATION 7100 COLUMBIA GATEWAY DR SUITE 155 COLUMBIA MD 21046 522259802 501(C)(3) 35000 0 INVEST IN PROGRAMS AND SERVICES THAT CREATE A STRONG FOUNDATION FOR CHILDREN TO THRIVE LONG-TERM. X X 0 0 0 0 0 0 0 0 1 0 JASON GOLDBLATT CEO AND CHAIRMAN 381625 0 0 0 61800 0 0 0 0 0 443425 0 0 0 TODD TRAVIS PRESIDENT AND COO 297200 0 0 0 51500 0 0 0 0 0 348700 0 0 0 JANET CHARLTON VICE PRESIDENT 242500 0 0 0 24000 0 0 0 0 0 266500 0 0 0 RANDALL KELLY VP AND GENERAL COUNSEL 159140 0 0 0 30900 0 0 0 0 0 190040 0 0 0 PART I, LINE 8 PRIOR TO JANET CHARLTON BECOMING A FOUNDATION EMPLOYEE, THE NFAHS BOARD OF DIRECTORS AND THE PERTINENT STATE HOUSING FINANCE AGENCIES HAD APPROVED THE PARTICIPATION OF AN ENTITY IN WHICH CHARLTON HAD AN INTEREST AS THE DEVELOPER FOR THREE (3) LIHTC REDEVELOPMENT TRANSACTIONS. DURING 2010 - 2013, PAYMENTS OF DEVELOPMENT FEES WERE MADE FOR SERVICES RENDERED TO THREE (3) LIMITED PARTNERSHIPS IN WHICH AFFILIATES OF THE NATIONAL FOUNDATION FOR AFFORDABLE HOUSING SOLUTIONS, INC. SERVE AS GENERAL PARTNER OR MANAGING PARTNER. SUCH FEES WERE PAID FOR SERVICES RENDERED PRIOR TO 2010 - 2013 AND WERE PAID FROM INVESTOR EQUITY CONTRIBUTED TO SUCH PARTNERSHIPS BY UNRELATED THIRD-PARTY TAX CREDIT INVESTORS. THE DEVELOPMENT FEES PAID IN EACH TRANSACTION ARE SUBJECT TO CERTAIN FEDERAL AND STATE GOVERNMENTAL LIMITATIONS AS TO GROSS AMOUNT AND SCHEDULE FOR PAYMENTS FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING, FORM 990 IS VETTED BY MEMBERS OF THE EXECUTIVE COMMITTEE AND THIRD PARTY LEGAL AND ACCOUNTING PERSONNEL. FINAL APPROVAL IS THEN GIVEN BY THE CHAIRMAN OF THE BOARD AFTER HIS REVIEW. FORM 990, PART VI, SECTION B, LINE 12C AN AFFIRMATIVE SIGNED STATEMENT OF NO CONFLICTS IS REQUIRED, AND WHERE APPLICABLE, A WRITTEN DISCLOSURE OF ANY KNOWN CONFLICTS IS REQUIRED. CONFLICTS ARE DISCLOSED AND BOARD MEMBERS ARE RECUSED, AS NEEDED, ON A TRANSACTIONAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE REVIEWS AND MAKES DECISIONS WITH A THIRD PARTY COMPENSATION REPORT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE DURING NORMAL BUSINESS HOURS UPON REQUEST.