2017-10-30T08:31:48-05:00 2016-12-31 420714325 RSM US LLP 751 ARBOR WAY SUITE 200 BLUE BELL PA 19422 990 2016-01-01 232331946 THE REINVESTMENT FUND INC REIN 2155745800 1700 MARKET STREET 19TH FLOOR PHILADELPHIA PA 19103 MICHAEL M CRIST CFO 2155745800 2017-10-19 1 LYNNE JOHNSON P00757336 2156418600 2017-10-10 108.171.131.171 2017-10-19 09:15:20 ED P 8CF590CF855A989257E0DF8659A52AE3C5939738 CE6DC6FDBDBE570E524ED65195BBE27BC76F58F4 2016 2018-03-14 21:41:22Z DONALD HINKLE-BROWN 1700 MARKET STREET 19TH FLOOR PHILADELPHIA PA 19103 97723679 0 X WWW.REINVESTMENT.COM X 1985 PA THE REINVESTMENT FUND, INC. 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AS WELL AS PUBLIC AND PHILANTHROPIC CLIENTS. 391153 289672 SUSTAINABLE DEVELOPMENT FUND ("SDF"): REPRESENTS AN ENERGY-RELATED FUND THAT USES LOANS, INVESTMENTS AND GRANTS TO AUGMENT THE ORGANIZATION'S EXISTING ENERGY CONSERVATION AND COMMUNITY INVESTING EFFORTS. SDF WAS CREATED BY THE PARTIES TO THE PECO ENERGY COMPANY ("PECO ENERGY") RESTRUCTURING AND APPROVED BY THE PENNSYLVANIA PUBLIC UTILITY COMMISSION ("PUC") IN MAY 1998. 391153 289672 31580898 1 1 0 1 0 0 0 0 1 0 1 0 0 0 1 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 1 1 1 1 0 0 1 560 0 1 131 1 1 1 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 1 1 PA DC DE MD NJ CA VA X MICHAEL M CRIST 2155745800 1700 MARKET STREET19TH FLOOR PHILADELPHIA PA 19103 ANTHONY CREAMER BOARD MEMBER 2.00 0.00 X 0 0 0 ARNIE GRAF BOARD MEMBER 2.00 0.00 X 0 0 0 ELIZABETH SUR BOARD MEMBER / SECRETARY 1.00 1.00 X 0 0 0 JEROME SMALLEY BOARD MEMBER 2.00 0.00 X 0 0 0 JOHN S SUMMERS CHAIRMAN OF BOARD 2.00 0.00 X X 0 0 0 MARK ZANDI VICE CHAIRMAN 2.00 0.00 X X 0 0 0 PATRICIA WELLENBACH BOARD MEMBER / AUDIT COMMITTEE CHAIR 2.00 0.00 X 0 0 0 RAYMOND SKINNER BOARD MEMBER 2.00 0.00 X 0 0 0 SANDEEP WADHWA BOARD MEMBER 2.00 0.00 X 0 0 0 SAUL BEHAR BOARD MEMBER 2.00 0.00 X 0 0 0 SCOTT M JENKINS BOARD MEMBER / TREASURER 1.00 1.00 X X 0 0 0 SIMRAN SIDHU BOARD MEMBER 2.00 0.00 X 0 0 0 TRINITA LOGUE BOARD MEMBER 2.00 0.00 X 0 0 0 DONALD HINKLE-BROWN CORP. 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IN ADDITION, THE ORGANIZATION QUALIFIES FOR CHARITABLE CONTRIBUTION DEDUCTIONS AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. INCOME WHICH IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO FEDERAL AND STATE CORPORATE INCOME TAXES. THE ORGANIZATION HAD NO NET UNRELATED BUSINESS INCOME TAX FOR THE YEARS ENDED DECEMBER 31, 2016 AND 2015. MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. CONSEQUENTLY, NO ACCRUAL FOR INTEREST AND PENALTIES WAS DEEMED NECESSARY FOR THE YEARS ENDED DECEMBER 31, 2016 AND 2015. THE ORGANIZATION FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. GENERALLY, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2013. 1 BALTIMORE ANNEX THEATRE INC 219 PARK AVENUE BALTIMORE MD 21201 264255486 501(C)(3) 17387 FMV - CASH CATALYZING CULTURE AND COMMUNITY. GRANT TO BENEFIT LOW-INCOME COMMUNITIES IN PRIMARILY URBAN MARKETS BY TARGETING INVESTMENT IN REDEVELOPMENT EFFORTS THAT INTEGRATE THE ARTS AND CREATIVE ECONOMY. BRIGHTSIDE ACADEMY INC 707 GRANT STREET PITTSBURGH PA 15219 251686943 89350 FMV - CASH PROVIDE FACILITY EXPANSION GRANTS TO HIGH-QUALITY CHILD CARE CENTERS SERVING LOW-INCOME FAMILIES IN PHILADELPHIA. IN ADDITION, SOME OF THE GRANT FUNDS UTILIZED FOR INTEREST RATE BUY-DOWN AND CREDIT ENHANCEMENT OF TRF ISSUED LOANS FOR PROJECTS WITHIN THE FFQ PROGRAM. BUIE TREE SERVICE 1613 NORTH 29TH STREET PHILADELPHIA PA 19121 163602019 6000 FMV - CASH PROVIDE FACILITY EXPANSION GRANTS TO HIGH-QUALITY CHILD CARE CENTERS SERVING LOW-INCOME FAMILIES IN PHILADELPHIA. IN ADDITION, SOME OF THE GRANT FUNDS UTILIZED FOR INTEREST RATE BUY-DOWN AND CREDIT ENHANCEMENT OF TRF ISSUED LOANS FOR PROJECTS WITHIN THE FFQ PROGRAM. CASA OF PHILADELPHIA 1501 CHERRY STREET PHILADELPHIA PA 19102 200744446 501(C)(3) 15000 FMV - CASH GRANT TO SUPPORT CASA OF PHILADELPHIA (COURT APPOINTED SPECIAL ADVOCATES) FOR CHILDREN'S MISSION IN PHILADELPHIA CATHOLIC HEALTH INITIATIVES COLORADO FOUNDATION 1150 KELLY JOHNSON BLVD COLORADO SPRINGS CO 80920 840902211 501(C)(3) 60000 FMV - CASH SUPPORT A LEARNING COMMUNITY TO IMPROVE MEDIUM-SIZE CITIES' CAPACITY TO PROVIDE MORE EQUITABLE OPPORTUNITIES FOR ALL TO BE HEALTHY CHILDREN'S PLAYHOUSE EARLY LEARNING 2501-15 S MARSHALL STREET PHILADELPHIA PA 19148 471890173 14370 FMV - CASH PROVIDE FACILITY EXPANSION GRANTS TO HIGH-QUALITY CHILD CARE CENTERS SERVING LOW-INCOME FAMILIES IN PHILADELPHIA. IN ADDITION, SOME OF THE GRANT FUNDS UTILIZED FOR INTEREST RATE BUY-DOWN AND CREDIT ENHANCEMENT OF TRF ISSUED LOANS FOR PROJECTS WITHIN THE FFQ PROGRAM. CITY OF AKRON 220 SOUTH BALCH STREET AKRON OH 44302 346000020 60000 FMV - CASH SUPPORT A LEARNING COMMUNITY TO IMPROVE MEDIUM-SIZE CITIES' CAPACITY TO PROVIDE MORE EQUITABLE OPPORTUNITIES FOR ALL TO BE HEALTHY CITY OF HARTFORD CITY HALL 550 MAIN STREET HARTFORD CT 06103 066001870 60000 FMV - CASH SUPPORT A LEARNING COMMUNITY TO IMPROVE MEDIUM-SIZE CITIES' CAPACITY TO PROVIDE MORE EQUITABLE OPPORTUNITIES FOR ALL TO BE HEALTHY CITY OF HENDERSON 240 S WATER ST HENDERSON NV 89015 886000720 60000 FMV - CASH SUPPORT A LEARNING COMMUNITY TO IMPROVE MEDIUM-SIZE CITIES' CAPACITY TO PROVIDE MORE EQUITABLE OPPORTUNITIES FOR ALL TO BE HEALTHY CITY OF IOWA CITY 410 E WASHINGTON ST IOWA CITY IA 52240 426004805 60000 FMV - CASH SUPPORT A LEARNING COMMUNITY TO IMPROVE MEDIUM-SIZE CITIES' CAPACITY TO PROVIDE MORE EQUITABLE OPPORTUNITIES FOR ALL TO BE HEALTHY CITY OF JACKSON 219 S PRESIDENT ST JACKSON MS 39205 626000316 60000 FMV - CASH SUPPORT A LEARNING COMMUNITY TO IMPROVE MEDIUM-SIZE CITIES' CAPACITY TO PROVIDE MORE EQUITABLE OPPORTUNITIES FOR ALL TO BE HEALTHY CITY OF LA HABRA 201 EAST LA HABRA BOULEVARD LA HABRA CA 90631 956000730 60000 FMV - CASH SUPPORT A LEARNING COMMUNITY TO IMPROVE MEDIUM-SIZE CITIES' CAPACITY TO PROVIDE MORE EQUITABLE OPPORTUNITIES FOR ALL TO BE HEALTHY CITY OF LITTLE ROCK 500 W MARKHAM ST LITTLE ROCK AR 72201 716014465 60000 FMV - CASH SUPPORT A LEARNING COMMUNITY TO IMPROVE MEDIUM-SIZE CITIES' CAPACITY TO PROVIDE MORE EQUITABLE OPPORTUNITIES FOR ALL TO BE HEALTHY CITY OF NAMPA PLANNING DEPARTMENT 401 3RD STREET SOUTH NAMPA ID 83651 866000231 60000 FMV - CASH SUPPORT A LEARNING COMMUNITY TO IMPROVE MEDIUM-SIZE CITIES' CAPACITY TO PROVIDE MORE EQUITABLE OPPORTUNITIES FOR ALL TO BE HEALTHY CITY OF PROVIDENCE-HEALTH COMMUNITIES OF OFFICE 797 WESTMINSTER STREET PROVIDENCE RI 02903 056000329 60000 FMV - CASH SUPPORT A LEARNING COMMUNITY TO IMPROVE MEDIUM-SIZE CITIES' CAPACITY TO PROVIDE MORE EQUITABLE OPPORTUNITIES FOR ALL TO BE HEALTHY CITY OF RIVERSIDE 6927 MAGNOLIA AVE RIVERSIDE CA 92506 956000769 60000 FMV - CASH SUPPORT A LEARNING COMMUNITY TO IMPROVE MEDIUM-SIZE CITIES' CAPACITY TO PROVIDE MORE EQUITABLE OPPORTUNITIES FOR ALL TO BE HEALTHY CITY OF SAINT PAUL 15 WEST KELLOGG BOULEVARD ST PAUL MN 55102 416005521 60000 FMV - CASH SUPPORT A LEARNING COMMUNITY TO IMPROVE MEDIUM-SIZE CITIES' CAPACITY TO PROVIDE MORE EQUITABLE OPPORTUNITIES FOR ALL TO BE HEALTHY CITY OF SAVANNAH 2 EAST BAY STREET SAVANNAH GA 31401 586000660 60000 FMV - CASH SUPPORT A LEARNING COMMUNITY TO IMPROVE MEDIUM-SIZE CITIES' CAPACITY TO PROVIDE MORE EQUITABLE OPPORTUNITIES FOR ALL TO BE HEALTHY CITY OF SPOKANE 808 W SPOKANE FALLS BLVD SPOKANE WA 99201 916001280 60000 FMV - CASH SUPPORT A LEARNING COMMUNITY TO IMPROVE MEDIUM-SIZE CITIES' CAPACITY TO PROVIDE MORE EQUITABLE OPPORTUNITIES FOR ALL TO BE HEALTHY CITY OF STAMFORD 888 WASHINGTON BOULEVARD STAMFORD CT 06901 066001897 60000 FMV - CASH SUPPORT A LEARNING COMMUNITY TO IMPROVE MEDIUM-SIZE CITIES' CAPACITY TO PROVIDE MORE EQUITABLE OPPORTUNITIES FOR ALL TO BE HEALTHY CITY OF TALLAHASSEE 300 SOUTH ADAMS STREET TALLAHASSEE FL 32301 596000435 60000 FMV - CASH SUPPORT A LEARNING COMMUNITY TO IMPROVE MEDIUM-SIZE CITIES' CAPACITY TO PROVIDE MORE EQUITABLE OPPORTUNITIES FOR ALL TO BE HEALTHY CITY OF WESTMINSTER 4800 W 92 AVENUE WESTMINSTER CO 80031 846000726 60000 FMV - CASH SUPPORT A LEARNING COMMUNITY TO IMPROVE MEDIUM-SIZE CITIES' CAPACITY TO PROVIDE MORE EQUITABLE OPPORTUNITIES FOR ALL TO BE HEALTHY COMMUNITY BUILDERS NETWORK OF METRO ST LOUIS 1 UNIVERSITY BLVD STE 362 ST LOUIS MO 63121 800847990 501(C)(3) 60000 FMV - CASH SUPPORT A LEARNING COMMUNITY TO IMPROVE MEDIUM-SIZE CITIES' CAPACITY TO PROVIDE MORE EQUITABLE OPPORTUNITIES FOR ALL TO BE HEALTHY COUNTY OF OAKLAND-HEALTH DIVISION 2100 PONTIAC LAKE ROAD WATERFORD MI 48328 386004876 60000 FMV - CASH SUPPORT A LEARNING COMMUNITY TO IMPROVE MEDIUM-SIZE CITIES' CAPACITY TO PROVIDE MORE EQUITABLE OPPORTUNITIES FOR ALL TO BE HEALTHY DIVERSIFIED COMMUNITY SERVICES 1529 SOUTH 22ND STREET PHILADELPHIA PA 19146 231365980 501(C)(3) 16345 FMV - CASH PROVIDE FACILITY EXPANSION GRANTS TO HIGH-QUALITY CHILD CARE CENTERS SERVING LOW-INCOME FAMILIES IN PHILADELPHIA. IN ADDITION, SOME OF THE GRANT FUNDS UTILIZED FOR INTEREST RATE BUY-DOWN AND CREDIT ENHANCEMENT OF TRF ISSUED LOANS FOR PROJECTS WITHIN THE FFQ PROGRAM. 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IN ADDITION, SOME OF THE GRANT FUNDS UTILIZED FOR INTEREST RATE BUY-DOWN AND CREDIT ENHANCEMENT OF TRF ISSUED LOANS FOR PROJECTS WITHIN THE FFQ PROGRAM. FLORIDA COMMUNITY LOAN FUND INC 501 N MAGNOLIA AVENUE SUITE 100 ORLANDO FL 32801 650545058 501(C)(3) 360000 FMV - CASH INITIATIVE TO CAPITALIZE AND ATTRACT MATCHING FUNDS AND LEVERAGE TO NEW OR EXPANDED FOOD PROGRAMS IN FLORIDA, OHIO, COLARDO AND NORTHERN CALIFORNIA AND ITS CENTRAL VALLEY HEALTH EDUCATION COUNCIL INC 3950 INDUSTRIAL BOULEVARD WEST SACRAMENTO CA 95691 680249296 501(C)(3) 60000 FMV - CASH SUPPORT A LEARNING COMMUNITY TO IMPROVE MEDIUM-SIZE CITIES' CAPACITY TO PROVIDE MORE EQUITABLE OPPORTUNITIES FOR ALL TO BE HEALTHY INDEPENDENCE FIRE SPRINKLER 1205-07 4TH AVENUE LESTER PA 19029 270266371 9844 FMV - CASH PROVIDE FACILITY EXPANSION GRANTS TO HIGH-QUALITY CHILD CARE CENTERS SERVING LOW-INCOME FAMILIES IN PHILADELPHIA. IN ADDITION, SOME OF THE GRANT FUNDS UTILIZED FOR INTEREST RATE BUY-DOWN AND CREDIT ENHANCEMENT OF TRF ISSUED LOANS FOR PROJECTS WITHIN THE FFQ PROGRAM. INGHAM COUNTY PO BOX 319 MASON MI 48854 386005629 60000 FMV - CASH SUPPORT A LEARNING COMMUNITY TO IMPROVE MEDIUM-SIZE CITIES' CAPACITY TO PROVIDE MORE EQUITABLE OPPORTUNITIES FOR ALL TO BE HEALTHY JBL CONSTRUCTION SERVICES INC 1657 THE FAIRWAY JENKINTOWN PA 19046 232930280 321130 FMV - CASH PROVIDE FACILITY EXPANSION GRANTS TO HIGH-QUALITY CHILD CARE CENTERS SERVING LOW-INCOME FAMILIES IN PHILADELPHIA. IN ADDITION, SOME OF THE GRANT FUNDS UTILIZED FOR INTEREST RATE BUY-DOWN AND CREDIT ENHANCEMENT OF TRF ISSUED LOANS FOR PROJECTS WITHIN THE FFQ PROGRAM. JOHNS HOPKINS BAYVIEW MEDICAL CENTER INC 3910 KESWICK RD S BLDG NO 4300A BALTIMORE MD 21211 521341890 501(C)(3) 60000 FMV - CASH SUPPORT A LEARNING COMMUNITY TO IMPROVE MEDIUM-SIZE CITIES' CAPACITY TO PROVIDE MORE EQUITABLE OPPORTUNITIES FOR ALL TO BE HEALTHY JSI RESEARCH & TRAINING INSTITUTE INC 44 FARNSWOTH STREET BOSTON MA 022101211 042679824 501(C)(3) 60000 FMV - CASH SUPPORT A LEARNING COMMUNITY TO IMPROVE MEDIUM-SIZE CITIES' CAPACITY TO PROVIDE MORE EQUITABLE OPPORTUNITIES FOR ALL TO BE HEALTHY KINDER ACADEMY INC 7922 BUSTLETON AVENUE PHILADELPHIA PA 19152 232792256 73955 FMV - CASH PROVIDE FACILITY EXPANSION GRANTS TO HIGH-QUALITY CHILD CARE CENTERS SERVING LOW-INCOME FAMILIES IN PHILADELPHIA. IN ADDITION, SOME OF THE GRANT FUNDS UTILIZED FOR INTEREST RATE BUY-DOWN AND CREDIT ENHANCEMENT OF TRF ISSUED LOANS FOR PROJECTS WITHIN THE FFQ PROGRAM. 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MERCY MEDICAL CENTER INC 1320 MERCY DRIVE NW CANTON OH 44708 341893439 501(C)(3) 60000 FMV - CASH SUPPORT A LEARNING COMMUNITY TO IMPROVE MEDIUM-SIZE CITIES' CAPACITY TO PROVIDE MORE EQUITABLE OPPORTUNITIES FOR ALL TO BE HEALTHY MICHIGAN STATE UNIVERSITY SPARTAN WAY 535 CHESTNUT RD ROOM 300 EAST LANSING MI 48824 386005984 60000 FMV - CASH SUPPORT A LEARNING COMMUNITY TO IMPROVE MEDIUM-SIZE CITIES' CAPACITY TO PROVIDE MORE EQUITABLE OPPORTUNITIES FOR ALL TO BE HEALTHY MISSOULA CITY - COUNTY HEALTH DEPARTMENT 301 W ALDER ST MISSOULA MT 59802 816001397 60000 FMV - CASH SUPPORT A LEARNING COMMUNITY TO IMPROVE MEDIUM-SIZE CITIES' CAPACITY TO PROVIDE MORE EQUITABLE OPPORTUNITIES FOR ALL TO BE HEALTHY NAPA COUNTY HEALTH & HUMAN SER 2751 NAPA VALLEY CORPORATE DR NAPA CA 94558 946000525 60000 FMV - CASH SUPPORT A LEARNING COMMUNITY TO IMPROVE MEDIUM-SIZE CITIES' CAPACITY TO PROVIDE MORE EQUITABLE OPPORTUNITIES FOR ALL TO BE HEALTHY NORTHERN CALIFORNIA COMMUNITY LOAN FUND 870 MARKET STREET SUITE 677 SAN FRANCISCO CA 94102 943032394 501(C)(3) 75000 FMV - CASH INITIATIVE TO CAPITALIZE AND ATTRACT MATCHING FUNDS AND LEVERAGE TO NEW OR EXPANDED FOOD PROGRAMS IN FLORIDA, OHIO, COLARDO AND NORTHERN CALIFORNIA AND ITS CENTRAL VALLEY P2 COLLABORATIVE OF WESTERN NEW YORK INC 355 HARLEM ROAD BUILDING C WEST SENECA NY 14224 421604185 501(C)(3) 60000 FMV - CASH SUPPORT A LEARNING COMMUNITY TO IMPROVE MEDIUM-SIZE CITIES' CAPACITY TO PROVIDE MORE EQUITABLE OPPORTUNITIES FOR ALL TO BE HEALTHY PEORIA CITY-COUNTY HEALTH DEPARTMENT 2116 N SHERIDAN RD PEORIA IL 61604 376001763 60000 FMV - CASH SUPPORT A LEARNING COMMUNITY TO IMPROVE MEDIUM-SIZE CITIES' CAPACITY TO PROVIDE MORE EQUITABLE OPPORTUNITIES FOR ALL TO BE HEALTHY REINVESTMENT PARTNERS 110 E GEER STREET DURHAM NC 27701 311587628 501(C)(3) 60000 FMV - CASH SUPPORT A LEARNING COMMUNITY TO IMPROVE MEDIUM-SIZE CITIES' CAPACITY TO PROVIDE MORE EQUITABLE OPPORTUNITIES FOR ALL TO BE HEALTHY RICHMOND MEMORIAL HEALTH FOUNDATION 4901 LIBBIE MILL EAST BLVD SUITE 210 RICHMOND VA 23230 510211020 501(C)(3) 60000 FMV - CASH SUPPORT A LEARNING COMMUNITY TO IMPROVE MEDIUM-SIZE CITIES' CAPACITY TO PROVIDE MORE EQUITABLE OPPORTUNITIES FOR ALL TO BE HEALTHY ROANOKE COLLEGE 221 COLLEGE LANE SALEM VA 241533794 540505945 501(C)(3) 60000 FMV - CASH SUPPORT A LEARNING COMMUNITY TO IMPROVE MEDIUM-SIZE CITIES' CAPACITY TO PROVIDE MORE EQUITABLE OPPORTUNITIES FOR ALL TO BE HEALTHY ROCHESTER ANIMAL SERVICES - CITY OF ROCHESTER 184 VERONA STREET ROCHESTER NY 14608 166002551 60000 FMV - CASH SUPPORT A LEARNING COMMUNITY TO IMPROVE MEDIUM-SIZE CITIES' CAPACITY TO PROVIDE MORE EQUITABLE OPPORTUNITIES FOR ALL TO BE HEALTHY SFG RC CHP LLC 265 UPPER GULPH ROAD RADNOR PA 19087 471154248 206849 FMV - CASH ENERGY EFFICIENCY GRANT SOUTH CAROLINA COMMUNITY LOAN FUND 1535 HOBBY STREET SUITE 209 NORTH CHARLESTON SC 29405 010793507 501(C)(3) 60000 FMV - CASH SUPPORT A LEARNING COMMUNITY TO IMPROVE MEDIUM-SIZE CITIES' CAPACITY TO PROVIDE MORE EQUITABLE OPPORTUNITIES FOR ALL TO BE HEALTHY SPECIAL PEOPLE IN NORTHEAST INC 10521 DRUMMOND ROAD PHILADELPHIA PA 19154 231742920 501(C)(3) 166033 FMV - CASH PROVIDE FACILITY EXPANSION GRANTS TO HIGH-QUALITY CHILD CARE CENTERS SERVING LOW-INCOME FAMILIES IN PHILADELPHIA. IN ADDITION, SOME OF THE GRANT FUNDS UTILIZED FOR INTEREST RATE BUY-DOWN AND CREDIT ENHANCEMENT OF TRF ISSUED LOANS FOR PROJECTS WITHIN THE FFQ PROGRAM. SPECTRUM HEALTH FOUNDATION 100 MICHIGAN STREET NE GRAND RAPIDS MI 495032560 382752328 501(C)(3) 60000 FMV - CASH SUPPORT A LEARNING COMMUNITY TO IMPROVE MEDIUM-SIZE CITIES' CAPACITY TO PROVIDE MORE EQUITABLE OPPORTUNITIES FOR ALL TO BE HEALTHY THE UNIVERSITY OF NORTH DAKOTA 264 CENTENNIAL DRIVE GRAND FORKS ND 582028382 456002491 60000 FMV - CASH SUPPORT A LEARNING COMMUNITY TO IMPROVE MEDIUM-SIZE CITIES' CAPACITY TO PROVIDE MORE EQUITABLE OPPORTUNITIES FOR ALL TO BE HEALTHY THE UNIVERSITY OF SOUTHERN MISSISSIPPI 118 COLLEGE DRIVE 5143 HATTIESBURG MS 39406 646000818 60000 FMV - CASH SUPPORT A LEARNING COMMUNITY TO IMPROVE MEDIUM-SIZE CITIES' CAPACITY TO PROVIDE MORE EQUITABLE OPPORTUNITIES FOR ALL TO BE HEALTHY TRF DEVELOPMENT PARTNERS INC 1700 MARKET STREET 19TH FLOOR PHILADELPHIA PA 19103 232671667 501(C)(3) 325000 FMV - CASH RESTRUCTURING GRANT FOR DP'S SEPARATION TWAIN INVESTMENT FUND 128 LLC 1232 WASHINGTON AVENUE SUITE 200 ST LOUIS MO 63103 383976785 200000 FMV - CASH PROVIDE FACILITY EXPANSION GRANTS TO HIGH-QUALITY CHILD CARE CENTERS SERVING LOW-INCOME FAMILIES IN PHILADELPHIA. IN ADDITION, SOME OF THE GRANT FUNDS UTILIZED FOR INTEREST RATE BUY-DOWN AND CREDIT ENHANCEMENT OF TRF ISSUED LOANS FOR PROJECTS WITHIN THE FFQ PROGRAM. UNITED WAY OF CENTRAL IOWA 1111 9TH STREET SUITE 100 DES MOINES IA 503142500 420680425 501(C)(3) 60000 FMV - CASH SUPPORT A LEARNING COMMUNITY TO IMPROVE MEDIUM-SIZE CITIES' CAPACITY TO PROVIDE MORE EQUITABLE OPPORTUNITIES FOR ALL TO BE HEALTHY UNITED WAY OF GREATER PORTLAND ONE CANAL PLAZA SUITE 300 PORTLAND ME 04101 010241767 501(C)(3) 60000 FMV - CASH SUPPORT A LEARNING COMMUNITY TO IMPROVE MEDIUM-SIZE CITIES' CAPACITY TO PROVIDE MORE EQUITABLE OPPORTUNITIES FOR ALL TO BE HEALTHY UNITED WAY OF MCLEAN COUNTY 201 E GROVE STREET SUITE 100 BLOOMINGTON IL 61701 370661505 501(C)(3) 60000 FMV - CASH SUPPORT A LEARNING COMMUNITY TO IMPROVE MEDIUM-SIZE CITIES' CAPACITY TO PROVIDE MORE EQUITABLE OPPORTUNITIES FOR ALL TO BE HEALTHY UNITED WAY OF PASSAIC COUNTY INC 301 MAIN STREET PATERSON NJ 07505 226070498 501(C)(3) 60000 FMV - CASH SUPPORT A LEARNING COMMUNITY TO IMPROVE MEDIUM-SIZE CITIES' CAPACITY TO PROVIDE MORE EQUITABLE OPPORTUNITIES FOR ALL TO BE HEALTHY UNITED WAY OF WYANDOTTE COUNTY PO BOX 17-1042 KANSAS CITY KS 66117 480636601 501(C)(3) 60000 FMV - CASH SUPPORT A LEARNING COMMUNITY TO IMPROVE MEDIUM-SIZE CITIES' CAPACITY TO PROVIDE MORE EQUITABLE OPPORTUNITIES FOR ALL TO BE HEALTHY UNIVERSITY OF NORTH CAROLINA AT ASHEVILLE 1 UNIVERSITY HEIGHTS ASHEVILLE NC 28804 566002370 60000 FMV - CASH SUPPORT A LEARNING COMMUNITY TO IMPROVE MEDIUM-SIZE CITIES' CAPACITY TO PROVIDE MORE EQUITABLE OPPORTUNITIES FOR ALL TO BE HEALTHY UNIVERSITY OF NORTH CAROLINA AT GREENSBORO 1000 SPRING GARDEN STREET GREENSBORO NC 27412 566001468 60000 FMV - CASH SUPPORT A LEARNING COMMUNITY TO IMPROVE MEDIUM-SIZE CITIES' CAPACITY TO PROVIDE MORE EQUITABLE OPPORTUNITIES FOR ALL TO BE HEALTHY URBAN ADVISORS 2320 WEST MOREHEAD STREET CHARLOTTE NC 28208 760794150 150000 FMV - CASH TO PROVIDE SUPPORT FOR THE OEPRATING AND INFRASTRUCTURE FOR THE MINORITY CONTRACTOR GROWTH CAPITAL FUND LAUNCHED BY URBAN ADVISORS VALE COMPANY 409 MACDADE BOULEVARD COLLINGDALE PA 19023 231607762 28243 FMV - CASH PROVIDE FACILITY EXPANSION GRANTS TO HIGH-QUALITY CHILD CARE CENTERS SERVING LOW-INCOME FAMILIES IN PHILADELPHIA. IN ADDITION, SOME OF THE GRANT FUNDS UTILIZED FOR INTEREST RATE BUY-DOWN AND CREDIT ENHANCEMENT OF TRF ISSUED LOANS FOR PROJECTS WITHIN THE FFQ PROGRAM. WHATLEY HEALTH SERVICES 2731 MARTIN LUTHER KING JR BLVD TUSCALOOSA AL 35401 630727781 501(C)(3) 60000 FMV - CASH SUPPORT A LEARNING COMMUNITY TO IMPROVE MEDIUM-SIZE CITIES' CAPACITY TO PROVIDE MORE EQUITABLE OPPORTUNITIES FOR ALL TO BE HEALTHY YOUNG WOMENS CHRISTIAN ASSOCIATION OF NEW BRITAIN INC 19 FRANKLIN SQUARE NEW BRITAIN CT 06051 060598620 501(C)(3) 60000 FMV - CASH SUPPORT A LEARNING COMMUNITY TO IMPROVE MEDIUM-SIZE CITIES' CAPACITY TO PROVIDE MORE EQUITABLE OPPORTUNITIES FOR ALL TO BE HEALTHY YOUNGSTOWN NEIGHBORHOOD DEVELOPMENT CORPORATION 820 CANFIELD ROAD YOUNGSTOWN OH 44511 264117989 501(C)(3) 60000 FMV - CASH SUPPORT A LEARNING COMMUNITY TO IMPROVE MEDIUM-SIZE CITIES' CAPACITY TO PROVIDE MORE EQUITABLE OPPORTUNITIES FOR ALL TO BE HEALTHY 30 41 PART I, LINE 2: APPLICATIONS FOR GRANTS ARE RECEIVED AND PROCESSED BY THE APPLICABLE PROGRAM MANAGER. ONCE APPROVED, GRANT DISBURSEMENTS ARE PROCESSED BY THE FINANCE DEPARTMENT. ONGOING COMPLIANCE WITH THE GRANT TERMS ARE MONITORED AND MAINTAINED BY THE APPLICABLE PROGRAM MANAGER AND THE FINANCE DEPARTMENT. X 0 1 X X X X X 0 0 0 0 0 0 0 0 0 DONALD HINKLE-BROWN CORP. PRESIDENT & CEO 347645 0 70298 0 14981 0 8645 0 16380 0 457949 0 0 0 M AMANDA HIGH CHIEF OF STRATEGIC INITIATIVES 213755 0 50400 0 13690 0 10600 0 7591 0 296036 0 0 0 MICHAEL M CRIST EVP & CFO 248090 0 75000 0 3235 0 10600 0 19819 0 356744 0 0 0 NANCY WAGNER-HISLIP CHIEF INVESTMENT OFFICER 207407 0 60000 0 1552 0 10118 0 20126 0 299203 0 0 0 IRA GOLDSTEIN PRESIDENT OF POLICY SOLUTIONS 177258 0 42000 0 1560 0 8487 0 15815 0 245120 0 0 0 MAGGIE MCCULLOUGH PRESIDENT OF POLICYMAP 169314 0 35000 0 1291 0 7979 0 20004 0 233588 0 0 0 BARRY POROZNI CIO 144140 0 17032 0 7856 0 6591 0 6990 0 182609 0 0 0 SUZANNE ALOI CORPORATE CONTROLLER 159810 0 18342 0 15154 0 7206 0 562 0 201074 0 0 0 ANDREW RACHLIN MANAGING DIRECTOR, LENDING & INVESTI 145190 0 16500 0 6936 0 6992 0 6807 0 182425 0 0 0 SEAN CLOSKEY PRESIDENT OF TRF DEVELOPMENT PARTNER 160720 0 39552 0 20515 0 6939 0 19969 0 247695 0 0 0 THOMAS LOVE BUSINESS DEVELOPMENT & OUTREACH EXEC 105000 0 0 0 60005 0 6444 0 395 0 171844 0 0 0 PART I, LINE 1A ALTHOUGH THE ORGANIZATION DOES NOT HAVE A WRITTEN POLICY, IT IS OUR PRACTICE AS A CONVENIENCE TO OUR EMPLOYEES TO ALLOW THEM TO PURCHASE COMPANION TRAVEL ON THE CORPORATE CREDIT CARD. THE ORGANIZATION DEDUCTS THE COST OF THE COMPANION TRAVEL PURCHASED FROM THE EMPLOYEE'S SALARY (AFTER TAX) THROUGH THE NEXT SCHEDULED SEMI-MONTHLY PAYROLL AS THE EMPLOYEE IS ULTIMATELY RESPONSIBLE FOR THIS COST. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION HAS ENGAGED OUR INDEPENDENT ACCOUNTANTS RSM US LLP. TO PREPARE FORM 990 IN ACCORDANCE WITH OUR AUDITED FINANCIAL STATEMENTS. THE FORM 990 IS THEN REVIEWED BY MANAGEMENT, THE REINVESTMENT FUND, INC.'S AUDIT AND RISK COMMITTEE (WHICH IS A SUB-COMMITTEE OF THE FULL BOARD WITH FISCAL AND FIDUCIARY OVERSIGHT) AND IS MADE AVAILABLE TO THE FULL GOVERNING BODY, PRIOR TO THE SUBMISSION OF THE 990. FORM 990, PART VI, SECTION B, LINE 12C COMPREHENSIVE CONFLICT OF INTEREST QUESTIONNAIRE IS DISTRIBUTED ANNUALLY TO ALL BOARD AND COMMITTEE MEMBERS. UPON RECEIPT OF THE QUESTIONNAIRE, ALL BOARD, COMMITTEE MEMBERS AND STAFF HAVE 60 DAYS TO RETURN THE COMPLETED QUESTIONNAIRE TO THE ORGANIZATION'S HUMAN RESOURCE DEPARTMENT. THE COMPLETED QUESTIONNAIRES ARE REVIEWED AND MONITORED BY THE HUMAN RESOURCE DEPARTMENT AND ANY POTENTIAL CONFLICTS ARE COMMUNICATED TO THE ORGANIZATION'S MANAGEMENT AND BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS DETERMINES THE COMPENSATION OF THE ORGANIZATION'S CEO THROUGH A VARIETY OF SOURCES, INCLUDING COMPETITOR DATA AND SURVEYS. ADDITIONALLY, THE ORGANIZATION HAS ENGAGED THE SERVICES OF AN INDEPENDENT CONSULTANT TO PROVIDE AN OPINION ON THE REASONABLENESS OF THE COMPENSATION PLAN FOR THE CEO, THREE TOP MANAGEMENT OFFICIALS AND TWO BUSINESS UNIT PRESIDENTS USING COMPARATIVE DATA AND SURVEY DATA. THE OPINION LETTER FOR THE CEO, THREE TOP MANAGEMENT OFFICIALS AND TWO BUSINESS UNIT PRESIDENT'S COMPENSATION IS SENT DIRECTLY TO THE CHAIRMAN OF THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST STATEMENT, FORM(S) 1023, 990 & 990T AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). AVAILABILITY IS MADE THROUGH ITS OFFICES AT 1700 MARKET STREET, 19TH FLOOR, PHILADELPHIA, PA 19103. THE ORGANIZATION'S FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON THE ORGANIZATION'S WEBSITE. FORM 990, PART IV, LINE 26: THE ORGANIZATION OFFERS PROMISSORY NOTES TO THE GENERAL PUBLIC THROUGH A PROSPECTUS OFFERING REGISTERED WITH THE PENNSYLVANIA DEPARTMENT OF BANKING AND SECURITIES. THE TERMS AND CONDITIONS OF THE PROMISSORY NOTES ARE SET BY THE PROSPECTUS AND ARE THE SAME FOR EVERYONE. THE PROSPECTUS IS AVAILABLE TO THE GENERAL PUBLIC, INCLUDING BOARD MEMBERS, OFFICERS AND EMPLOYEES OF THE ORGANIZATION. AT YEAR END, VOTING BOARD MEMBERS AND OFFICERS OF THE ORGANIZATION HAD LOANS OUTSTANDING UNDER THE PROSPECTUS. BASED ON GUIDANCE, PROVIDED FROM THE IRS, REGARDING DEBT OFFERED ON THE SAME TERMS AS OFFERED TO THE GENERAL PUBLIC, WE HAVE ANSWERED THIS QUESTION AS "NO AND DID NOT COMPLETE SCHEDULE L. AS PART OF OUR PROMISSORY NOTE PROGRAM, OUR DIRECTORS, OFFICERS, TRUSTEE, ETC MAKE UP $364,189 OF OUR PROMISSORY NOTE PROGRAM OF $19,107,415. 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