2025-11-14T12:02:02-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 555 GREAT CIRCLE ROAD NASHVILLE TN 37228 990 2024-04-08 992815884 THE NASHVILLE CATALYST FUND NASH 6153214939 3421 BELMONT BOULEVARD NASHVILLE TN 372151605 HAL CATO CEO 6153214939 2025-11-14 1 1 FRANCES E LEAHY P00713593 6152427351 2025-11-14 2024 2025-03-06 01:10:19Z X HAL CATO 3421 BELMONT BOULEVARD NASHVILLE TN 372151605 19955932 0 X WWW.NASHVILLECATALYST.ORG X 2024 TN TO PRESERVE HOUSING CURRENTLY AFFORDABLE TO WORKING NASHVILLIANS & CREATE NEW AFFORDABLE HOUSING. 3 3 0 3 0 0 19502000 0 453932 0 19955932 0 0 0 0 0 497722 497722 19458210 19545063 54333 19490730 X THE NASHVILLE CATALYST FUND (THE "FUND") IS A TENNESSEE NON-PROFIT PUBLIC BENEFIT CORPORATION THAT OFFERS FLEXIBLE FINANCING FOR THE DEVELOPMENT AND PRESERVATION OF AFFORDABLE HOUSING WITHIN NASHVILLE AND DAVIDSON COUNTY. THE FUND ENABLES MISSION-MOTIVATED DEVELOPERS TO BE MORE COMPETITIVE IN THE RACE TO PRESERVE EXISTING REGULATED AND UNREGULATED AFFORDABLE HOUSING AND ACCELERATES THE CREATION OF HIGH-IMPACT AFFORDABLE HOUSING.THE FUND IS A SUPPORTING ORGANIZATION OF THE COMMUNITY FOUNDATION OF MIDDLE TENNESSEE ("CFMT"), A TENNESSEE NON-PROFIT CORPORATION. 0 0 245598 BY BLENDING CAPITAL FROM A RANGE OF SOURCES, THE FUND PROVIDES EARLY-STAGE CAPITAL TO MISSION-DRIVEN DEVELOPERS TO SUPPORT THE PRESERVATION AND CREATION OF AFFORDABLE HOUSING SUPPLY IN NASHVILLE.THE CATALYST FUND IS A NEW TOOL THAT RESPONDS TO THE SPECIFIC CONDITIONS FACED BY AFFORDABLE HOUSING DEVELOPERS TRYING TO INCREASE AFFORDABLE HOUSING PRODUCTION IN NASHVILLE. LOAN PRODUCTS ARE TAILORED TO THE NASHVILLE MARKET AND ARE DESIGNED TO SUPPORT THE PRESERVATION AND CONSTRUCTION OF AFFORDABLE HOUSING.MISSION-DRIVEN DEVELOPERS THAT ARE BEING OUTCOMPETED IN THE RACE TO PRESERVE OLDER AFFORDABLE HOUSING BUILDINGS AND ACQUIRE LAND FOR AFFORDABLE HOUSING DEVELOPMENT WILL BE ABLE TO EXECUTE A QUICK ACQUISITION AT TERMS THAT MAKES THE PROJECT FINANCIALLY FEASIBLE VIA THE FUND'S ACQUISITION LOAN PRODUCT.THE FUND PROVIDES LOAN PRODUCTS THAT ARE NOT AVAILABLE ELSEWHERE IN THE MARKET THAT CAN PRESERVE THE AFFORDABILITY OF HOUSING IN AN INCREASINGLY COMPETITIVE MARKET. FIRST LOSS CAPITAL FROM METRO ENABLES THE CATALYST FUND TO TAKE EARLY-STAGE RISKS THAT OTHER LENDERS CANNOT, ACCELERATING THE TIMELINE FOR PRESERVATION AND CREATION OF AFFORDABLE HOUSING. IN ADDITION, THE FUND'S BRIDGE LOAN PRODUCT ALLOWS MISSION-MOTIVATED DEVELOPERS TO JUMPSTART THEIR PROJECTS WITHOUT WAITING TO RECEIVE PUBLIC SUBSIDY OR GRANT PROCEEDS.LOAN PRODUCTS ARE SPECIFICALLY DESIGNED TO INCLUDE AND SUPPORT NON-PROFIT AND EMERGING BIPOC DEVELOPERS WITHIN THE AFFORDABLE HOUSING SECTOR. THE FUND IS A NEW SOURCE FOR PREDEVELOPMENT LOANS THAT TARGET HIGH-IMPACT PROJECTS LED BY EMERGING DEVELOPERS. 245598 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 TN X THE COMMUNITY FOUNDATION OF MIDDLE TENNESSEE 6153214939 3421 BELMONT BOULEVARD NASHVILLE TN 372151605 JIM GINGRICH CHAIR 3.00 1.30 X X 0 0 0 HANNAH DAVIS DIRECTOR 3.00 X 0 0 0 ROBERT CH BERT MATTHEWS III DIRECTOR 3.00 X 0 0 0 HAL CATO CHIEF EXECUTIVE OFFICER 1.00 50.00 X 0 263822 7875 JAMES MUNCH CHIEF FINANCIAL OFFICER 1.00 50.00 X 0 201306 7000 0 465128 14875 0 0 1 0 FORSYTH STREET ASSET MANAGEMENT 588 BROADWAY STE 1208 NEW YORK NY 10012 INVESTMENT MANAGEMENT FEE TO SET UP 180000 HOLLAND & KNIGHT 511 UNION STREET STE 2700 NASHVILLE TN 37219 LEGAL SERVICES 174010 2 19502000 19502000 453932 453932 19955932 0 0 453932 189952 189952 26000 26000 180000 180000 12605 12605 9155 9155 10400 10400 14412 14412 TAXES 55198 55198 497722 245598 252124 0 246807 9224757 9600440 0 473059 0 19545063 54333 0 54333 X 19490730 0 19490730 0 19545063 19458210 32520 0 X X 0 1 X 0 0 X X 1 THE COMMUNITY FOUNDATION OF MIDDLE TENNESSEE INC 621471789 7 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 INVESTMENTS 9600440 C 9600440 X 19988452 32520 32520 19955932 0 19955932 497722 0 497722 0 497722 PART X, LINE 2: MANAGEMENT PERFORMS AN EVALUATION OF ALL INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE FUND'S INCOME TAX RETURN TO DETERMINE WHETHER THE INCOME TAX POSITIONS MEET A "MORE LIKELY THAN NOT" STANDARD OF BEING SUSTAINED UNDER EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS PERFORMED ITS EVALUATION OF ALL INCOME TAX POSITIONS TAKEN ON ALL OPEN INCOME TAX RETURNS AND HAS DETERMINED THAT THERE WERE NO POSITIONS TAKEN THAT DO NOT MEET THE "MORE LIKELY THAN NOT" STANDARD. ACCORDINGLY, THERE WERE NO PROVISIONS FOR INCOME TAXES, PENALTIES OR INTEREST RECEIVABLE OR PAYABLE RELATING TO UNCERTAIN INCOME TAX POSITIONS IN THE ACCOMPANYING FINANCIAL STATEMENTS. 0 0 0 0 0 0 0 0 0 HAL CATO CHIEF EXECUTIVE OFFICER 0 262500 0 1322 0 0 0 7875 0 0 0 271697 0 0 JAMES MUNCH CHIEF FINANCIAL OFFICER 0 200000 0 1306 0 0 0 7000 0 0 0 208306 0 0 SCHEDULE J, PART I, LINE 3 THE OFFICERS ARE PAID BY A RELATED ORGANIZATION. THE RELATED ORGANIZATION USES THE FOLLOWING TO ESTABLISH THE COMPENSATION FOR THE CEO AND CFO: WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. THE AMOUNT THAT IS SHOWN ON THE TAX RETURN IS FOR THE FULL CALENDAR YEAR ENDING 12/31/2024, NOT JUST FOR THE TIME FRAME OF APRIL 8-DECEMBER 31, 2024. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION PROVIDES A FULL COPY OF THE FORM 990 DIGITALLY TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DOES NOT HAVE A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS OR THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THE COMMUNITY FOUNDATION OF MIDDLE TENNESSEE INC 3421 BELMONT BLVD NASHVILLE TN 37215 621471789 COMMUNITY PHILANTHROPY TN 501(C)(3) LINE 7 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 THE COMMUNITY FOUNDATION OF MIDDLE TENNESSEE INC C 19502000 DONATION AMOUNT THE COMMUNITY FOUNDATION OF MIDDLE TENNESSEE INC M 9000 CONTRACTED AMOUNT