2012-11-14T19:28:35-06:00 2011-12-31 541631262 KEITERSTEPHENSHURSTGARY & SHREAVESPC PO BOX 32066 RICHMOND VA 232942066 990 2011-01-01 621429437 VIRGINIA NONPROFIT HOUSING COALITION VIRG 8046441020 1111 EAST MAIN STREET NO 1100 RICHMOND VA 23219 GEORGE C HOWELL III 8046441020 2012-11-12 1 A PAUL HECKMAN P00404992 8047470000 2011 2016-02-24 21:20:13Z ROBERT W SCHABERG 1111 EAST MAIN STREET NO 1100 RICHMOND VA 23219 6777724 0 X N/A X 1990 VA TO FOSTER THE DEVELOPMENT OF LOW-INCOME HOUSING. THE CORPORATION IS INVOLVED ON A REGULAR, CONTINUOUS AND SUBSTANTIAL BASIS IN THE DEVELOPMENT AND OPERATION OF LOW-INCOME AND MODERATE INCOME HOUSING. 7 5 0 8 0 -3194 0 0 2917526 2192252 2482840 54523 71915 -441459 5472281 1805316 978725 1014079 0 0 0 0 0 0 0 395104 289956 1373829 1304035 4098452 501281 78612988 79394313 14135263 14127797 64477725 65266516 TO FOSTER THE DEVELOPMENT OF LOW-INCOME HOUSING. THE CORPORATION IS INVOLVED ON A REGULAR, CONTINUOUS AND SUBSTANTIAL BASIS IN THE DEVELOPMENT AND OPERATION OF LOW-INCOME AND MODERATE INCOME HOUSING. 0 0 98875 1756041 TO CONTINUE THE DEVELOPMENT ACTIVITIES OF TWELVE LOW-INCOME HOUSING PROJECTS. 1014079 SCHOLARSHIPS TO INDIVIDUALS AND GRANTS TO CHARITIES - SEE SCHEDULE I 1112954 1 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 1 1 1 0 0 0 1 4 0 1 0 0 0 0 0 0 0 0 0 0 0 X 7 5 1 0 0 0 1 1 0 1 0 1 0 1 1 1 1 1 1 0 0 1 1 X SAM JONES 8046441021 1111 EAST MAIN STREET SUITE 1100 RICHMOND VA 23219 X DAVID S COHN 1.00 X X 0 0 0 RALPH R CROSBY JR 1.00 X X 0 0 0 GEORGE C HOWELL III 1.00 X X 0 0 0 G THOMAS KING IV 1.00 X 0 0 0 THOMAS E PHILLIPS JR 1.00 X X 0 0 0 ROBERT W SCHABERG 4.00 X 0 0 0 ANNA LOU A SCHABERG 5.00 X X 0 0 0 0 0 0 0 0 0 0 0 INTEREST FROM DEVELOPE 531110 2226691 2226691 LOSS ON LOW-INCOME HOU 531110 -34439 -34439 2192252 170830 170830 2748189 3189204 -441015 -441015 -441015 1666897 1757909 25295 -91012 -25295 -116307 -116307 UBS O'CONNOR FUNDS LON 900099 611 611 UBS O'CONNOR FUNDS EQU 900099 -1055 -1055 -444 1805316 1751237 0 54079 986500 986500 27579 27579 55675 55675 11500 11500 90571 90571 7661 7661 8441 8441 UBIT TAXES 1735 1735 MISCELLANEOUS 29090 29090 TAX CREDIT APPLICATION 25611 25611 SCHOLARSHIP PROGRAM EXP 25338 25338 34334 31824 2510 1304035 1112954 191081 0 181861 83895 2285070 1697041 813008 734097 43090193 44065614 20966749 2963734 18445218 18003015 6055052 6751245 160662 160673 5701221 5975934 218397 211019 1662306 1711780 78612988 79394313 194463 208925 511625 624080 13313746 13178849 115429 115943 14135263 14127797 X 0 0 0 0 64477725 65266516 64477725 65266516 78612988 79394313 X 501281 287510 X 1 0 0 X 0 X 4841000 4841000 4817926 5026849 5420170 7337647 8112470 30715062 4817926 5026849 10261170 7337647 8112470 35556062 0 0 0 35556062 466330 203497 91343 79935 164331 1005436 466330 203497 91343 79935 164331 1005436 155252 219935 379669 754856 5439508 5230346 10572448 7797251 8276801 37316354 0.95280 0.91500 0.02690 0.02630 X 4298409 4298409 16141225 2793248 13347977 425999 138468 287531 101116 32018 69098 18003015 INVESTMENTS - WILTON ASSOCIATES 3660867 F INVESTMENTS - MALLARD COVE II 548833 F INVESTMENTS - RIO HILL ASSOC 2270 F INVESTMENTS - STAFFORD LAKES -24543 F INVESTMENTS - FOREST HILL 1693391 F INVESTMENTS - FORESTBROOKE RICHMOND -115002 F INVESTMENTS - PINECREST BRUNSWICK -61622 F INVESTMENTS - RANDOLPH RICHMOND 22289 F INVESTMENTS - COALITION HLDGS 173663 F INVESTMENTS - BAYARD OAKS RICHMOND 27422 F INVESTMENTS - OAK CREEK FAIRFAX 14623 F INVESTMENTS - CHANTILLY MEWS -93 F INVESTMENTS - TYSONS LANDING 12 F INVESTMENTS - RENAISSANCE 155434 F INVESTMENTS - QUARTER MILL HENRICO -650 F INVESTMENTS - VNHC II -120960 F 5975934 UBS LINE OF CREDIT 12530 RESIDENT SECURITY DEPOSITS 103413 115943 1 BOAZ RUTH INC 3030 MEADOWBRIDGE ROAD RICHMOND VA 23222 030376726 503(C)(3) 15000 PARTIALLY SUPPORT RENOVATION OF A MIXED-USE PROPERTY AND PROVIDE THREE APARTMENTS FOR PROGRAM PARTICIPANTS. REBUILDING TOGETHER RICHMOND PO BOX 8508 RICHMOND VA 23226 541652359 503(C)(3) 30000 PROJECT SUPPORT FOR 2012 PROGRAM TO MAKE 50 LOW-INCOME HOMES IN THE PETER PAUL AREA WARM, SAFE AND DRY. CHESTERFIELD ALTERNATIVES INC PO BOX 281 CHESTERFIELD VA 23832 541418100 503(C)(3) 35000 CAPITAL FUNDING TO COMPLETE CONSTRUCTION OF A FIVE BEDROOM HOME FOR ADULTS WITH INTELLECTUAL DISABILITIES. CARITAS PO BOX 25790 RICHMOND VA 23260 541441917 503(C)(3) 65000 HELP TO PURCHASE, TRAIN PROGRAM PARTICIPANTS AND OPERATE A BEDBUG OVEN FOR CARITAS WORKS. GENERAL OPERATING FOR EMERGENCY SHELTER, CASE MANAGEMENT, HOUSING, CARITAS FURNITURE BANK AND CARITAS WORKS. COMMUNITIES IN SCHOOLS 2922 WEST MARSHALL STREET RICHMOND VA 23230 541799922 503(C)(3) 15000 PROVIDE IN-SCHOOL COORDINATION OF COMMUNITY SERVICES TO AT-RISK STUDENTS IN 37 AREA SCHOOLS. COMMUNITY RESIDENCES INC 14160 NEWBROOK DRIVE CHANTILLY VA 20151 541004092 503(C)(3) 5000 GENERAL PURPOSES FORKIDS INC 4200 COLLEY AVENUE NORFOLK VA 23508 541477799 503(C)(3) 5000 GENERAL PURPOSES FREEDOM HOUSE 1201 HULL STREET RICHMOND VA 23224 521295178 503(C)(3) 33000 GENERAL OPERATING SUPPORT FOR THE CONRAD CENTER TO FEED HOMELESS AND WORKING POOR AND CONNECT THEM TO COMMUNITY SOCIAL RESOURCES. FRIENDS ASSOCIATION FOR CHILDREN 1004 ST JOHN STREET RICHMOND VA 23220 540505899 503(C)(3) 12000 SUPPORTIVE SERVICES TO LOW AND MODERATE INCOE FAMILIES IN THREE RICHMOND NEIGHBORHOODS. GOOD SAMARITAN MINISTRIES 2307 HULL STREET RICHMOND VA 23224 541371830 503(C)(3) 35000 GENERAL OPERATING SUPPORT FOR YEAR-LONG RESIDENTIAL RECOVERY PROGRAM FOR PERSONS OVERCOMING SUBSTANCE ABUSE, INDEPENDENT FAITH-BASED ORGANIZATION. HILLIARD HOUSE 3900 NINE MILE ROAD HENRICO VA 23223 541995917 503(C)(3) 35000 GENERAL OPERATING SUPPORT FOR YEAR-LONG PROGRAM FOR HOMELESS WOMEN AND CHILDREN WITH THE GOAL OF HOUSING AND JOB STABILITY. HOME AGAIN 4 OLD RIVER PLACE JACKSON MS 39202 204526894 503(C)(3) 5000 REPAIRS TO 90-DAY EMERGENCY SHELTER HOMEWARD 1125 COMMERCE ROAD RICHMOND VA 23224 050606153 503(C)(3) 35000 PROJECT SUPPORT TO MAXIMIZE REGION'S COLLABORATIVE NETWORK OF PUBLIC/PRIVATE HOMELESS PROVIDERS AND BUILD PUBLIC FUNDING. JAMES RIVER ASSOCIATION 9 SOUTH 12TH STREET 4TH FLOOR RICHMOND VA 23219 510211913 503(C)(3) 50000 ECOLOGY SCHOOL LANCASTERNORTHUMBERLAND HABITAT FOR HUMANITY PO BOX 908 KILMARNOCK VA 22482 503(C)(3) 5000 GENERAL PURPOSES NEW VISIONS NEW VENTURES 701 EAST FRANKLIN STREET 712 RICHMOND VA 23219 541909037 503(C)(3) 10000 GENERAL OPERATING SUPPORT FOR CLASS SERIES IN FINANCIAL EDUCATION AND BREADWINNERS FOOD BUSINESS DEVELOPMENT. PARTNERSHIP FOR THE FUTURE 4521 HIGHWOODS PARKWAY GLEN ALLEN VA 23060 311482889 503(C)(3) 1500 GENERAL PURPOSE RANDOLPH-MACON COLLEGE PO BOX 5005 ASHLAND VA 23005 540505940 503(C)(3) 100000 GENERAL PURPOSE SAFE HARBOR 2006 BREMO ROAD RICHMOND VA 23226 541950038 503(C)(3) 35000 GENERAL OPERATING SUPPORT FOR HENRICO-BASED EMERGENCY SHELTER AND SUPPORT SERVICES FOR FAMILIES MADE HOMELESS BY DOMESTIC VIOLENCE. SALVATION ARMY 615 SLATERS LANE ALEXANDRIA VA 22314 132923701 503(C)(3) 15000 PROJECT SUPPORT FOR "A STEP UP" TO PROVIDE HOUSING AND EMPLOYMENT OPPORTUNITIES FOR HOMELESS WOMEN AND CHILDREN. ST CHRISTOPHER'S SCHOOL 711 ST CHRISTOPHERS ROAD RICHMOND VA 23226 541727301 503(C)(3) 25000 GENERAL PURPOSES ST JOSEPH'S VILLA 8000 BROOK ROAD RICHMOND VA 23227 540505950 503(C)(3) 135000 PROGRAMS FOR AT-RISK YOUTH, CHILDREN WITH AUTISM OR DEVELOPMENTAL DISABILITIES AND HOMELESS CHILDREN AND FAMILIES. PROJECT SUPPORT FOR "STEPPING UP 2 WORK" TO EXPAND EMPLOYMENT TRAINING FOR HOMELESS YOUNG WOMEN WITH CHILDREN WHO ENTER FLAGLER HOME. ST MATTHEWS HOUSE 2001 AIRPORT ROAD SOUTH NAPLES FL 34112 651110501 503(C)(3) 25000 GENERAL PURPOSE ST PAUL'S EPISCOPAL CHURCH 815 EAST GRACE STREET RICHMOND VA 23219 503(C)(3) 30000 OUTREACH PROGRAM THE CHILDREN'S MUSEUM OF RICHMOND 2626 WEST BROAD STREET RICHMOND VA 23220 510220694 503(C)(3) 50000 REDESIGN THE "FRONT YARD" TO INCLUDE A 2000 SQUARE FOOT WATER PLAY FEATURE, IMMPROVEMENTS TO THE VIRGINIA NATIVE TREE EXHIBIT AND AN OUTDOOR CAFE AND DINING AREA. THE DAILY PLANET 517 WEST GRACE STREET RICHMOND VA 23220 540900368 503(C)(3) 25000 GENERAL OPERATING SUPPORT FOR HEALTHCARE, CASE MANAGEMENT, MEDICAL EMERGENCY SHELTER, TRANSITIONAL HOUSING FOR CHRONICALLY HOMELESS. THE HEALING PLACE 700 DINWIDDIE AVENUE RICHMOND VA 23224 311770517 503(C)(3) 25000 GENERAL OPERATING SUPPORT FOR YEAR-LONG RESIDENTIAL PROGRAM FOR HOMELESS ADDICTED MEN. INCLUDING EMPLOYMENT READINESS AND WORK AT CARITAS WORKS. THE SHELTER FOR ABUSED WOMEN AND CHILDREN 7110 SOUTH DIXIE HIGHWAY WEST PALM BEACH VA 33405 650625725 503(C)(3) 50000 GENERAL PURPOSES VIRGINIA COALITION TO END HOMELESSNESS PO BOX 6613 ARLINGTON VA 22206 541542730 503(C)(3) 10000 GENERAL PURPOSES VIRGINIA SUPPORTIVE HOUSING PO BOX 8585 RICHMOND VA 23226 541444564 503(C)(3) 35000 CAPACITY BUILDING TO ENABLE VSH TO ADD AN EXECUTIVE ASSISTANT TO THE LEADERSHIP TEAM. WILLIAM BYRD COMMUNITY HOUSE 224 CHERRY STREET RICHMOND VA 23220 540519589 503(C)(3) 35000 PROJECT SUPPORT TOWARD CASE MANAGER POSITION TO CARRY OUT FAMILY SUPPORT AND EMERGENCY SERVICES. 34 SCHOLARSHIPS 19 27579 AMURCON REALTY COMPANY OWNED 100% BY DIRECTOR 221120 MANAGEMENT FEES PAID BY RELATED ORGANIZATIONS LISTED ON SCHEDULE R - SEE SCHEDULE O FOR EXPLANATION. 0 ROBERT W SCHABERG DIRECTOR OWNER OF THE ENTITY THAT MANAGES THE PROPERTIES LISTED ON SCHEDULE R - SEE SCHEDULE O FOR EXPLANATION. 0 FORM 990, PART VI, SECTION A, LINE 2 ANNA LOU A. SCHABERG IS THE SPOUSE OF ROBERT W. SCHABERG FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION'S ARTICLES OF INCORPORATION AUTHORIZE ONE OR MORE CLASSES OF MEMBERS. THE DESIGNATION OF SUCH CLASS OR CLASSES AND THE QUALIFICATIONS AND RIGHTS, INCLUDING BUT NOT LIMITED TO VOTING RIGHTS, OF THE MEMBERS OF EACH CLASS ARE SET FORTH IN THE BYLAWS. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS DESIGNATED IN THE BYLAWS AS "VOTING MEMBERS" HAVE THE RIGHT TO VOTE FOR THE ELECTION OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION HAS ONLY ONE STANDING COMMITTEE, THE GIFTS, GRANTS AND SCHOLARSHIP COMMITTEE. IT GATHERS INFORMATION AND MAKES RECOMMENDATIONS TO THE BOARD OF DIRECTORS BUT HAS NO AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11 THE BOARD OF DIRECTORS IS NOTIFIED WHEN A DRAFT OF THE 990 IS READY FOR REVIEW PRIOR TO SUBMITTING TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH NOVEMBER ALL OFFICERS AND BOARD MEMBERS ARE REQUIRED TO READ THE CONFLICT OF INTEREST POLICY, DISCLOSE ANY CONFLICTS THAT MAY ARISE AND SIGN THE ANNUAL STATEMENT OF DIRECTORS AND OFFICERS CONFIRMING THESE ACTIONS. THESE STATEMENTS ARE RECEIVED BY THE SECRETARY, DISCUSSED BY THE BOARD AND SUBJECT TO THE BOARD'S APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION DOES NOT ISSUE FINANCIAL STATEMENTS AT THIS TIME. CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC FORM 990, PART VII DAVID S. COHN - C/O TROUTMAN SANDERS 1001 HAXALL POINT, RICHMOND, VA 23219. RALPH R. CROSBY, JR. - 1500 WEST BROOK COURT #4118, RICHMOND, VA 23227. GEORGE C. HOWELL, III - HUNTON & WILLIAMS - 951 EAST BYRD STREET, RICHMOND, VA 23219. G. THOMAS KING, IV - INS. PROF.- 5310 MARKEL ROAD #207, RICHMOND, VA 23230. THOMAS E. PHILLIPS, JR. - UBS - 1021 E CARY STREET #1800, RICHMOND, VA 23219. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: BOOK/TAX DIFFERENCE ON INVESTMENTS 34,428. DISTRIBUTIONS FROM PARTNERSHIPS 253,082. TOTAL TO FORM 990, PART XI, LINE 5: 287,510. BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS FORM 990, SCHEDULE L, PART IV NAME OF RELATIONSHIP DESCRIPTION MANAGEMENT FEES PERSON TO THE EXTENT OF VNHC OWNER- SHIP PERCENTAGE AMURCON REALTY 100% OWNED VNHC OWNS AN INTEREST BY VNHC IN THE FOLLOWING PARTNER- BOARD MEMBER SHIPS AND LLCS WHICH PAY MANAGEMENT FEES TO AMURCON REALTY CORP: BRANDYWINE $75,281 MALLARD COVE CHESTERFIELD 59,178 RIO HILL 318 STAFFORD LAKES 405 FOREST HILL 33,776 FORESTBROOKE 8 PINECREST 4 RANDOLPH 4 BAYARD OAKS 5 OAK CREEK 3 CHANTILLY 3 TYSON'S LANDING 2 RENAISSANCE 11 WILTON 52,122 ____________ TOTAL $221,120 NAME OF RELATIONSHIP DESCRIPTION PERSON ROBERT SCHABERG VHNC BOARD MEMBER 100% OWNER OF AMURCON REALTY COMPANY NUMBER OF VOLUNTEERS FORM 990, PART I, LINE 6 THE ORGANIZATION'S ENTIRE BOARD OF DIRECTORS AND THE EXECUTIVE DIRECTOR ARE VOLUNTEERS. BRANDYWINE VIRGINIA BEACH LLC 1111 EAST MAIN STREET SUITE 1100 RICHMOND VA 23219 203130679 LOW INCOME HOUSING VA -380758 11874312 VIRGINIA NONPROFIT HOUSING COALITION MALLARD COVE CHESTERFIELD LLC 1111 EAST MAIN STREET SUITE 1100 RICHMOND VA 23219 273509500 LOW INCOME HOUSING VA -78518 8315843 VIRGINIA NONPROFIT HOUSING COALITION PILOT HOUSE ASSOCIATES LP 167 WEST LANDING WILLIAMSBURG VA 23185 541602346 LOW INCOME HOUSING VA COALITION HOLDINGS CORPORATION RELATED INCOME 119 124783 0 1 RIO HILL ASSOCIATES LP 1111 EAST MAIN STREET SUITE 1000 RICHMOND VA 23219 541681605 LOW INCOME HOUSING VA N/A RELATED INCOME -532 74450 0 1 STAFFORD LAKES ASSOCIATES LP 1111 EAST MAIN STREET SUITE 1000 RICHMOND VA 23219 541735217 LOW INCOME HOUSING VA N/A RELATED INCOME -578 415488 0 1 MALLARD COVE II ASSOCIATES LP 1111 EAST MAIN STREET SUITE 1100 RICHMOND VA 23219 541727510 LOW INCOME HOUSING VA N/A RELATED INCOME 70328 3728226 0 1 WILTON ASSOCIATES LP 1111 EAST MAIN STREET SUITE 1100 RICHMOND VA 23219 541564177 LOW INCOME HOUSING VA N/A RELATED INCOME 21218 3704921 1 1 FOREST HILL ASSOCIATES LP 1111 EAST MAIN STREET SUITE 1100 RICHMOND VA 23219 541749242 LOW INCOME HOUSING VA N/A RELATED INCOME 117237 4163423 0 1 FORESTBROOKE RICHMOND LLC 1111 EAST MAIN STREET SUITE 1100 RICHMOND VA 23219 542003363 LOW INCOME HOUSING VA N/A RELATED INCOME -74046 5574840 0 1 PINECREST BRUNSWICK LLC 1111 EAST MAIN STREET SUITE 1100 RICHMOND VA 23219 542003358 LOW INCOME HOUSING VA N/A RELATED INCOME -34127 2318106 0 1 RANDOLPH RICHMOND LLC 1111 EAST MAIN STREET SUITE 1100 RICHMOND VA 23219 542003361 LOW INCOME HOUSING VA N/A RELATED INCOME 2 3915194 0 1 BAYARD OAKS RICHMOND LLC 1111 EAST MAIN STREET SUITE 1100 RICHMOND VA 23219 550790903 LOW INCOME HOUSING VA N/A RELATED INCOME -6 2744965 0 1 OAK CREEK FAIRFAX LLC 1111 EAST MAIN STREET SUITE 1100 RICHMOND VA 23219 200153960 LOW INCOME HOUSING VA N/A RELATED INCOME -8 2995745 0 1 CHANTILLY MEWS FAIRFAX LLC 1111 EAST MAIN STREET SUITE 1100 RICHMOND VA 23219 201231401 LOW INCOME HOUSING VA N/A RELATED INCOME -12 4749334 0 1 TYSON'S LANDING FAIRFAX LLC 1111 EAST MAIN STREET SUITE 1100 RICHMOND VA 23219 201231135 LOW INCOME HOUSING VA N/A RELATED INCOME -2 2287909 0 1 RENAISSANCE RICHMOND LLC 1111 EAST MAIN STREET SUITE 1100 RICHMOND VA 23219 202425082 LOW INCOME HOUSING VA N/A RELATED INCOME -26 6334372 0 1 QUARTER MILL HENRICO LLC 1111 EAST MAIN STREET SUITE 1100 RICHMOND VA 23219 203643473 LOW INCOME HOUSING VA N/A RELATED INCOME -63 4392216 0 1 VNHC II 1111 EAST MAIN STREET SUITE 1000 RICHMOND VA 23219 271191560 LOW INCOME HOUSING VA RELATED INCOME -60606 1830 0 0 COALITION HOLDINGS CORPORATION 1111 EAST MAIN STREET SUITE 1100 RICHMOND VA 23219 030429743 LOW INCOME HOUSING VA N/A C 120 154272 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0