| Program-Related Investments |
| Affordable Homes of South Texas, Inc. | $500,000 |
McAllen, TX Senior loan to provide pre-development capital for affordable home ownership opportunities. | |
| Affordable Housing Resources, Inc. | $400,000 |
Nashville, TN Senior loan for predevelopment activities in affordable home-ownership projects in Nashville, TN. | |
| Bridge Housing Corporation | $500,000 |
San Francisco, CA Senior loan to provide pre-development capital for affordable homeownership projects. | |
| Coastal Enterprises, Inc. | $500,000 |
Wiscasset, ME Senior loan to expand the capacity of the Lease-Purchase Homeownership Program. | |
| Federation of Appalachian Housing Enterprises, Inc. | $500,000 |
Berea, KY Senior loan for the Development Loan Fund to provide pre-development, construction, and bridge financing for affordable home-ownership projects. | |
| Habitat for Humanity International, Inc. | $3,000,000 |
Atlanta, GA Senior loan to finance self-help homeownership for low-income families by qualifying Habitat affiliates through the Flexible Capital ("Flex Cap") Access Program. | |
| Housing Assistance Council | $750,000 |
Washington, DC Senior loan for the Rural Housing Loan Fund to finance the pre-development activities of non-profit, self-help, and other affordable home-ownership providers in rural communities throughout the country. | |
| Housing Assistance Council | $750,000 |
Washington, DC Senior loan for the Rural Housing Loan Fund to finance the pre-development activities of non-profit, self-help, and other affordable home-ownership providers in rural communities throughout the county. | |
| New Hampshire Community Loan Fund, Inc. | $500,000 |
Concord, NH Senior loan to support affordable home-ownership and small business lending. | |
| New Hampshire Community Loan Fund, Inc. | $500,000 |
Concord, NH Senior loan to support affordable home-ownership and small business lending. | |
| New York City Acquisition Fund, LLC | $1,000,000 |
New York, NY Subordinated loan to support acquisition financing for affordable rental and homeownership projects in New York City. | |
| Rural Community Assistance Corporation | $500,000 |
West Sacramento, CA Senior loan for development of affordable and self-help homeownership, water and waste water systems, and community facilities in low-income, rural communities. | |
| Self-Help Enterprises | $500,000 |
Visalia, CA Senior loan to finance pre-development and the construction of self-help home ownership.
| |
| Fixed Income Securities |
Click here for additional information on the Foundation's mission-related fixed-income investments.
|
| Market-Rate Private Equity |
| Bay Area Smart Growth Fund I, LLC | $1,500,000 |
San Francisco, CA Commitment to a private equity fund to invest in commercial and residential real estate projects in 46 designated low- and moderate-income neighborhoods in the nine-county Bay Area of Northern California. | |
| California Smart Growth Fund IV, LP | $2,000,000 |
San Francisco, CA Commitment to a private real estate partnership investing in urban markets using smart growth principles to create more livable and sustainable communities throughout California. | |
| Canyon-Johnson Urban Fund II, L.P. | $2,500,000 |
Los Angeles, CA Commitment to a private real estate partnership to develop or redevelop urban properties throughout the United States. | |
| Genesis Workforce Housing Fund, LLC | $1,500,000 |
Los Angeles, CA Commitment to a private real estate partnership to develop for-sale and rental "workforce" housing in Los Angeles County and other densely populated urban areas in Southern California. | |