2025-11-17T07:07:00-06:00 2024-12-31 351750664 DAUBY O'CONNOR & ZALESKI LLC 501 CONGRESSIONAL BLVD 300 CARMEL IN 46032 990 2024-01-01 351993520 AFFORDABLE HOUSING PARTNERS INC AFFO 3175870329 770 3RD AVENUE SOUTHWEST CARMEL IN 46032 PHILLIP J STOFFREGEN EXECUTIVE VICE PRESIDENT 3175870320 2025-11-14 1 0 ROBERT JOHNSON P01081675 3178485700 2024 2025-03-06 01:10:19Z BRUCE CORDINGLEY 770 3RD AVENUE SOUTHWEST CARMEL IN 46032 43075377 0 X NA X 1996 IN PROVIDE AFFORDABLE, SAFE, GOOD QUALITY, WELL-MAINTAINED HOUSING COMMUNITIES. 5 5 8 0 0 0 250993 3199915 16857376 18625586 21777449 13857304 855185 876467 39741003 36559272 326205 503299 0 0 2820903 3277037 0 0 0 19156393 22023541 22303501 25803877 17437502 10755395 337894503 413514142 313020087 346858975 24874416 66655167 X THE CORPORATION'S CHARITABLE PURPOSES INCLUDE DEVELOPING OR FACILITATING THE DEVELOPMENT OF AFFORDABLE, SAFE, GOOD QUALITY, WELL-MAINTAINED HOUSING COMMUNITIES. SEE THE PROGRAM SERVICE ACCOMPLISHMENTS FOR A DETAILED LIST OF COMMUNITIES OWNED. 1 0 22331643 503299 32417481 THE CORPORATION DEVELOPED, OWNS AND OPERATES FOURTEEN AFFORDABLE HOUSING COMMUNITIES. CRYSTAL GLEN APARTMENTS, PHASE II IS A 64 UNIT APARTMENT COMMUNITY LOCATED IN FINDLAY, OHIO. CRYSTAL GLEN APARTMENTS, PHASE II WAS SOLD IN 2024. AUTUMN WOODS APARTMENTS AND AUTUMN WOODS II APARTMENTS ARE BOTH 96 UNIT APARTMENT COMMUNITIES LOCATED CONTIGUOUS TO EACH OTHER IN CRAWFORDSVILLE, INDIANA. AUTUMN WOODS APARTMENTS AND AUTUMN WOODS II APARTMENTS WERE SOLD IN 2024. MILL RUN IS A 200 UNIT APARTMENT COMMUNITY LOCATED IN COLUMBIA, SOUTH CAROLINA. LANDINGS OF GASTONIA APARTMENT HOMES IS A 156 UNIT APARTMENT COMMUNITY IN GASTONIA, NORTH CAROLINA. THE BLUFFS APARTMENT HOMES IS A 144 UNIT APARTMENT COMMUNITY LOCATED IN SPARTANBURG, SOUTH CAROLINA. WOODWINDS APARTMENT HOMES IS A 144 UNIT APARTMENT COMMUNITY LOCATRED IN GREENVILLE, SOUTH CAROLINA. BROAD RIVER VILLAGE APARTMENTS IS A 160 UNIT APARTMENT COMMUNITY AND BROAD RIVER VILLAGE II APARTMENTS IS A 120 UNIT APARTMENT COMMUNITY. THEY ARE LOCATED CONTIGUOUS TO EACH OTHER IN BEAUFORT, SOUTH CAROLINA. BROAD RIVER VILLAGE L.P. OWNS BROAD RIVER VILLAGE APARTMENTS. THE CORPORATION IS THE 100% OWNER OF AHP-BROAD RIVER, LLC. AHP-BROAD RIVER, LLC IS THE GENERAL PARTNER OF BROAD RIVER VILLAGE L.P. AND HAS TOTAL OWNERSHIP IN THIS ENTITY OF .0083%. BROAD RIVER VILLAGE II IS OWNED BY PORT ROYAL, I LLC WHOSE SOLE MEMBER IS THE CORPORATION. THE CORPORATION HAS 4.99% OWNERSHIP IN SPARTANBURG-CROWN POINTE, LLC AND ROCK HILL SI, LLC. THESE ENTITIES OWN CROWN POINTE APARTMENT HOMES (A 241 UNIT APARTMENT COMMUNITY IN SPARTANBURG, SOUTH CAROLINA) AND STONE HAVEN POINTE APARTMENTS (A 264 UNIT APARTMENT COMMUNITY IN ROCK HILL, SOUTH CAROLINA) RESPECTIVELY. THE CORPORATION IS THE 100% OWNER OF AHP-HIGHLAND OAKS, LLC AND AHP-CARRIAGE HOUSE, LLC WHO EACH HAVE A TOTAL OWNERSHIP OF 0.1% IN WS-HIGHLAND OAKS, LLC AND SD-CARRIAGE HOUSE, LLC, RESPECTIVELY. THESE ENTITIES OWN HIGHLAND OAKS APARTMENTS (A 200 UNIT APARTMENT COMMUNITY IN WINSTON-SALEM, NORTH CAROLINA) AND CARRIAGE HOUSE APARTMENTS (A 156 UNIT APARTMENT COMMUNITY IN GASTON COUNTY, NORTH CAROLINA), RESPECTIVELY. HAWTHORN SPRINGS APARTMENT HOMES IS A 240 UNIT APARTMENT COMMUNITY LOCATED IN COLUMBIA, SOUTH CAROLINA. SILVER STATION APARTMENTS IS A 240 UNIT APARTMENT COMMUNITY LOCATED IN COLUMBIA, SOUTH CAROLINA. THE CORPORATION ALSO FORMED THE INCLUSIVITIY INSTITUTE TO FURTHER ITS CHARITABLE PURPOSES. 0 0 35000 LEVEL UP LENDING, LLC WAS FORMED WITH AN AIM OF PROVIDING BENEFICIAL LOAN PRODUCTS TO EMPOWER LOW-TO-MODERATE INCOME INDIVIDUALS AND HELP TO RETAIN AND BUILD WEALTH IN UNDERSERVED COMMUNITIES FOR UNDESERVED INDIVIDUALS. 22331643 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 30 0 8 0 0 0 0 0 0 0 0 0 0 0 X 5 5 1 1 0 0 0 0 0 1 1 0 0 1 0 0 1 1 1 0 IN X DOUG BOGGS 3175870329 770 3RD AVENUE SOUTHWEST CARMEL IN 46032 X BRUCE A CORDINGLEY PRESIDENT 0.50 X X 0 0 0 TIM MARSHALL BOARD MEMBER 0.50 X 0 0 0 DAVID MARAMAN BOARD MEMBER 0.50 X 0 0 0 BRIAN CHAFFIN BOARD MEMBER 0.50 X 0 0 0 MICHAEL SUTTON BOARD MEMBER 0.50 X 0 0 0 PHILLIP J STOFFREGEN EXECUTIVE VICE PRESIDENT 0.50 X 0 0 0 MAUREEN M HOUGLAND VP AND SECRETARY 0.50 X 0 0 0 DOUGLAS BOGGS TREASURER 0.50 X 0 0 0 SHURON AGNEW VICE PRESIDENT 0.50 X 0 0 0 KATHLEEN LARA EXEC DIRECTOR - INCLUSIVITY 40.00 X 131535 0 1973 131535 0 1973 1 0 0 0 RBM MANAGEMENT COMPANY LLC 770 3RD AVENUE SOUTHWEST CARMEL IN 46032 PROP MGMT/ACCNTNG SERVICES 431230 PEDCOR HOMES CORPORATION 770 3RD AVENUE SOUTHWEST CARMEL IN 46032 PROPERTY MANAGEMENT SERVICES 207644 PEDCOR INVESTMENTS LLC 770 3RD AVENUE SOUTHWEST CARMEL IN 46032 ACCOUNTING SERVICES 162651 3 3150000 49915 3199915 RENTAL INCOME 531110 17729798 17729798 INTEREST INCOME - SELLER NOTE 531110 788750 788750 SERVICE FEE 531110 50000 50000 DIVIDEND INCOME 531110 33511 33511 INTEREST INCOME - NOTES REC 531110 23527 23527 18625586 30409 30409 20343000 6516105 13826895 13826895 13826895 TENANT CHARGES 531110 876467 876467 876467 36559272 32452481 0 906876 54000 54000 449299 449299 2719607 1108526 1611081 11429 4659 6770 331835 135258 196577 214166 87295 126871 572765 572765 50961 50961 362533 362533 55855 55855 210089 210089 485849 485849 13088269 13088269 22657 22657 283572 283572 6846741 6846741 41278 41278 MANAGER UNIT 2972 2972 25803877 22331643 3472234 0 5556468 7687286 96933 258881 16275000 19425000 481510 649313 320238309 18898742 179411920 301339567 4395462 4452262 2287194 3348150 129390016 76353683 337894503 413514142 5010530 5267968 54838 139126 213705672 203136070 77461157 134601170 11068973 0 5718917 3714641 313020087 346858975 X 24874416 66655167 24874416 66655167 337894503 413514142 X 10755395 56800 30968556 X X 0 1 X 1 0 X 569262 456787 196943 250993 3199915 4673900 5235141 8362778 10364506 16857376 18625586 59445387 5804403 8819565 10561449 17108369 21825501 64119287 0 561426 561426 561426 561426 63557861 25812 12433 12500 23559 30409 104713 25812 12433 12500 23559 30409 104713 168703 382620 521333 855185 876467 2804308 5998918 9214618 11095282 17987113 22732377 67028308 0.94820 0.95600 0.00160 0.00250 X SCHEDULE A, PART III, LINE 12: MISCELLANEOUS INCOME CONSISTS OF TENANT CHARGES, LAUNDRY AND VENDING CHARGES AND OTHER INCOME ITEMS FOR SERVICES PROVIDED FOR THE CONVENIENCE OF THE TENANTS. INCLUDED ON PAGE 9 IN CURRENT YEAR OTHER REVENUE LINE 7C IS A GAIN ON SALE OF A PARTNERSHIP INTEREST OF $13,826,895. THE GAIN IS NOT BEING INCLUDED ON SCHEDULE A, PART III, LINE 12 BECAUSE IT DOES NOT MEET THE DEFINITION OF SUPPORT AS DEFINED IN SECTION 509(D) OF THE INTERNAL REVENUE CODE. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 21838620 21838620 233984762 11937070 222047692 15990723 2317685 13673038 48424204 4643987 43780217 301339567 ESCROW RESERVE DEPOSITS 3193 RESIDENT SECURITY DEPOSITS 512405 DEVELOPMENT COSTS IN PROGRESS 51211521 BOND SECURITY FUND 24531518 INTEREST RECEIVABLE 70711 UTILITY DEPOSITS 24335 76353683 TENANT SECURITY DEPOSITS 500976 DEVELOPMENT FEE PAYABLE 3000000 BUILDERS PROFIT FEE PAYABLE 213547 DUE TO PEDCOR 118 3714641 X 34980295 56800 74787 131587 34848708 1710564 1710564 36559272 25357008 1434 1434 25355574 448303 448303 25803877 PART X, LINE 2: THE CORPORATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND STATE INCOME TAX AND HAS BEEN CLASSIFIED AS AN OTHER THAN PRIVATE FOUNDATION. ACCORDINGLY, NO PROVISION FOR FEDERAL AND STATE TAXES ON REVENUE AND INCOME HAS BEEN RECOGNIZED IN THE ACCOMPANYING FINANCIAL STATEMENTS. GENERALLY, THE FEDERAL AND STATE TAX RETURNS WERE SUBJECT TO EXAMINATIONS FROM THE THREE YEARS AFTER THE LATER OF THE ORIGINAL OR EXTENDED DUE DATE OR THE DATE FILED BY THE APPLICABLE TAX AUTHORITY. PART XI, LINE 2D - OTHER ADJUSTMENTS: DEFERRED CABLE REVENUE 15,365. PREPAID RENT REVENUE 59,422. PART XI, LINE 4B - OTHER ADJUSTMENTS: GAIN ON SALE OF ASSETS 1,710,564. PART XII, LINE 2D - OTHER ADJUSTMENTS: BOOK/TAX CASUALTY LOSS DIFFERENCE 1,434. PART XII, LINE 4B - OTHER ADJUSTMENTS: BOOK/TAX DEPRECIATION DIFFERENCE 448,254. BOOK/TAX AMORTIZATION DIFFERENCE 49. 0 THE METRO ALLIANCE 710 ARGYLE AVE FLOSSMOOR IL 60422 810717134 44000 0 SEE DESCRIPTION IN PART IV 1 FAMILY ASSISTANCE PROGRAM - SEE DESCRIPTION IN PART IV 384 258790 FEEDING NEIGHBORS PROGRAM - SEE DESCRIPTION IN PART IV 10916 158288 CHILD GRANT PROGRAM - SEE DESCRIPTION IN PART IV 194 29975 LIMITED VOUCHER PROGRAMS (TRANISITIONAL SUPPORTS) - SEE DESCRIPTION IN PART IV 1 2246 SCHEDULE I, PART I, LINE 2 THE DIRECTORS OF AFFORDABLE HOUSING PARTNERS, INC OVERSEE THE ALLOCATION OF GRANT FUNDS TO RESPECTIVE ORGANIZATIONS AND INDIVIDUALS. FUNDS ARE GRANTED TO ORGANIZATIONS WITH SIMILAR EXEMPT PURPOSES OR ORGANIZATIONS THAT SUPPORT THE EXEMPT PURPOSE OF AFFORDABLE HOUSING PARTNERS, INC. ASSISTANCE TO INDIVIDUALS IS MADE THROUGH PROGRAMS INSTITUTED TO CARRY OUT THE ORGANIZATION'S EXEMPT PURPOSE. SCHEDULE I, PART II, COLUMN H THE METRO ALLIANCE RECEIVED GRANTS FOR MANAGING RENTAL TENANCIES IN A LOW INCOME NEIGHBORHOOD. THIS INCLUDES PROPERTY MANAGEMENT AND PLANNING AND CONDUCTING REHAB, DEVELOPMENT AND REPAIRS TO PROPERTIES. THIS ALSO INCLUDES MARKETING PROPERTIES, IDENTIFYING NEW PROJECTS AND FINANCING SOURCES. SCHEDULE I, PART III, COLUMN A FAMILY ASSISTANCE PROGRAM: IN EARLY 2020, THE INCLUSIVITIY INSTITUTE BEGAN ENVISIONING AN INNOVATIVE NEW RENTAL ASSISTANCE MODEL THAT WOULD AIM TO ADDRESS HOUSING INEQUITIES AND INSTABILITY AMOUNG LOW- AND MODERATE-INCOME RENTER HOUSEHOLDS, TAKING DIRECT ACTION TO HELP REDUCE OUT NATION'S EVICTION CRISIS. BY APRIL 2020, THE FAMILY ASSISTANCE PROGRAM (FAMAP) WAS LAUNCHED. FAMAP PROVIDES TARGETED SHORT-TERM RENTAL ASSISTANCE TO HOUSEHOLDS EXPERIENCING AN EMERGENCY OR SHORT-TERM DISRUPTION OF THEIR INCOME. THROUGH CHARITABLE LOANS AND GRANT RESOURCES, WE ARE ABLE TO INTERVENE PRIOR TO EVICTION FILINGS TO HELP STABILIZE THE FAMILY AND PREVENT FURTHER SETBACKS. THE PROGRAM WAS DESIGNED FOR A CRISIS THAT EXISTED LONG BEFORE THE PANDEMIC, SO WE WILL CONTINUE WORKING TO ANALYZE OUTCOMES AND IMPROVE OUR EFFECTIVENESS IN PREVENTING THE MANY DAMAGING CONSEQUENCES THAT COME FROM THE TRAUMA THAT HOUSING INSTABILITY CAN HAVE ON INDIVIDUALS AND FAMILIES WITH CHILDREN. TO DATE WE HAVE SERVED MORE THAN 800 HOUSEHOLDS AND 1,900 INDIVIDUALS. OF THOSE INDIVIDUALS, MORE THAN 50 PERCENT WERE CHILDREN AND MORE THAN 50 PERCENT OF HOUSEHOLDS SERVED WERE SINGLE-PARENT HOMES. SINGLE PARENTS ARE DISPROPORTIONATELY REPRESENTED IN EVICTION FILINGS AND JUDGMENTS NATIONWIDE. IMPORTANTLY, WE ARE EAGER TO SCALE UP THIS PROGRAM WITH NEW PARTNERS AND PRESENT OUR MODEL TO LAWMAKERS AND FUNDERS TO HELP BUILD SUPPORT. EACH OF THE ADVOCATES, PARTNERS, OR POTENTIAL PARNTERS WE HAVE MET WITH HAS EXPRESSED ENTHUSIASM ABOUT THIS MODEL AND ITS POTENTIAL FOR IMPACT LOCALLY AND NATIONALLY. SCHEDULE I, PART III, COLUMN A FEEDING NEIGHBORS PROGRAM: IN 2020, AHP, IN PARTNERSHIP WITH A RESTAURANT IN CARMEL, IN, DIVVY, SOUGHT TO ADDRESS FOOD INSECURITY IN LOW-INCOME COMMUNITIES AMID THE COVID-19 PANDEMIC THROUGH A PROGRAM CALLED FEEDING NEIGHBORS. THROUGH THIS PROGRAM, NUTRITIOUS MEALS ARE PREPARED FOR FAMILIIES IN HAMILTON AND MARION COUNTIES IN INDIANA IMPACTED BY THE PANDEMIC'S ECONOMIC CONSEQUENCES. THE PROGRAM DELIVERS WEEKLY ORDERS FOR 100 RECIPIENTS AT THREE ROTATING LOCATIONS, ALL OF THEM EITHER CHURCHES OR COMMUNITY CENTERS SERVING HOOSIERS IN NEED. EACH OF THESE MEALS ARE DELIVERED BY LOCAL CURCH FOOD PANTRIES TO FAMILIES WHO HAVE SIGNED UP FOR ASSISTANCE. THIS PROGRAM HAS BEEN SO BENEFICIAL, FEEDING NEIGHBORS CONTINUES TO HELP ADDRESS ONGOING ISSUES OF FOOD INSECURITY BY PROVIDING NUTRITIOUS MEALS TO INDIVIDUALS AND FAMILIES IN UNDERSERVED COMMUNITIES THROUGHOUT THOSE COUNTIES. SCHEDULE I, PART III, COLUMN A CHILD GRANT PROGRAM: THE INCLUSIVITY INSTITUTE CREATED A SUBSIDIARY OF THE FAMILY ASSISTANCE PROGRAM TO PROVIDE ONE TIME GRANT ASSISTANCE TO FAMILIES STRUGGLING TO OBTAIN ESSENTIAL PRODUCTS, SUCH AS FOOD AND MEDICINE, DURING TIMES OF TEMPORARY CRISIS. SCHEDULE I, PART III, COLUMN A LIMITED VOUCHER PROGRAMS (TRANSITIONAL SUPPORTS): PROGRAMS THAT AIM TO PROVIDE INDIVIDUALS A PATHWAY TO STABILITY, THROUGH SHORT-TERM RENTAL VOUCHERS, DURING A TRANSITIONAL PERIOD IN LIFE. THOSE WHO QUALIFY FOR LIMITED VOUCHER PROGRAMS TYPICALLY DO NOT FIT WITHIN THE TRADITIONAL ASSISTANCE OFFERED THROUGH THE FAMILY ASSISTANCE PROGRAM. A SOUTH CAROLINA JOBS-ECONOMIC DEVELOPMENT AUTHORITY - SENIOR SERIES 2020A 570960018 2020-02-18 13115000 ACQUISITION AND REHABILITATION OF MILL RUN 0 0 0 B SOUTH CAROLINA JOBS-ECONOMIC DEVELOPMENT AUTHORITY - SUBORD SERIES 2020B 570960018 2020-02-18 4000000 ACQUISITION AND REHABILITATION OF MILL RUN 0 0 0 C SOUTH CAROLINA STATE HOUSING FINANCE AND DEVELOPMENT AUTHORITY 591585639 83712EHB3 2020-12-16 21850000 PURCHASE OF BROAD RIVER VILLAGE 0 0 0 D SOUTH CAROLINA JOBS-ECONOMIC DEVELOPMENT AUTHORITY - SENIOR SERIES 2021A 570960018 2021-05-01 14000000 ACQUISITION AND REHABILITATION OF THE BLUFFS APARTMENT PROJECT 0 0 0 A 13115000 226981 12888019 2022 0 0 1 1 B 4000000 4000000 2022 0 0 1 1 C 21850000 435000 185725 21229275 2024 0 0 1 1 D 13900133 245398 13654735 0 0 0 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 C 1 0 0 0 0 0 0 D 0 0 0 0 0 0 0 A 0 0 0 1 0 0 0 0 0 B 0 0 0 1 1 0 0 0 0 C 0 1 0 0 1 1 UNITED FIDELITY BANK 18.000000000000 1 0 0 0 0 D 0 1 0 0 0 0 0 0 0 A 0 B 0 C 0 D 0 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: SOUTH CAROLINA JOBS-ECONOMIC DEVELOPMENT AUTHORITY - SENIOR SE DATE THE REBATE COMPUTATION WAS PERFORMED: 07/25/2022 ISSUER NAME: SOUTH CAROLINA JOBS-ECONOMIC DEVELOPMENT AUTHORITY - SUBORD SE DATE THE REBATE COMPUTATION WAS PERFORMED: 07/25/2022 SCHEDULE K, PART II, TOTAL PROCEEDS OF ISSUE: AS OF YEAR END: - THE OUTSTANDING PRINCIPAL OF THE BONDS ISSUED FROM THE INDIANA FINANCE AUTHORITY IN CONNECTION WITH THE AUTUMN WOODS APARTMENTS PHASE II PROJECT WAS FULLY PAID WITH THE SALE OF THE PROJECT IN THE CURRENT YEAR. THIS ISSUANCE WAS REMOVED FROM SCHEDULE K IN 2024. - THE OUTSTANDING PRINCIPAL OF THE BONDS ISSUED FROM THE SOUTH CAROLINA STATE HOUSING FINANCE AND DEVELOPMENT AUTHORITY IN CONNECTION WITH THE DEVELOPMENT OF THE BROAD RIVER VILLAGE PROJECT WAS FULLY PAID WITH THE LIMITED PARTNER'S CAPITAL INSTALLMENT IN THE CURRENT YEAR. THIS ISSUANCE WAS REMOVED FROM SCHEDULE K IN 2024. - ONLY $93,184,966 OF 2021 SERIES BONDS ISSUED HAVE BEEN DRAWN. TOTAL ISSUE AMOUNT IS $93,373,806. - ONLY $74,688,977 OF 2023 SERIES BONDS ISSUED HAVE BEEN DRAWN. TOTAL ISSUE AMOUNT IS $77,371,193. A SOUTH CAROLINA JOBS-ECONOMIC DEVELOPMENT AUTHORITY - SUBORD SERIES 2021B 570960018 2021-05-01 3365600 ACQUISITION AND REHABILITATION OF THE BLUFFS APARTMENT PROJECT 0 0 0 B SOUTH CAROLINA JOBS-ECONOMIC DEVELOPMENT AUTHORITY - SENIOR SERIES 2021A 570960018 2021-07-01 16100000 ACQUISITION AND REHABILITATION OF WOODWINDS APARTMENT HOMES PROJECT 0 0 0 C SOUTH CAROLINA JOBS-ECONOMIC DEVELOPMENT AUTHORITY - SUBORD SERIES 2021B 570960018 2021-07-01 2800000 ACQUISITION AND REHABILITATION OF WOODWINDS APARTMENT HOMES PROJECT 0 0 0 D SOUTH CAROLINA JOBS-ECONOMIC DEVELOPMENT AUTHORITY - SENIOR SERIES 2021A 570960018 2021-05-01 25200000 PURCHASE OF PORT ROYAL PROJECT 0 0 0 A 3365600 3365600 0 0 1 1 B 16031000 212179 15818821 0 0 0 1 C 2800000 2800000 0 0 1 1 D 25200000 25200000 2024 0 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 D 0 0 0 0 0 0 0 A 0 1 0 0 1 0 0 0 0 B 0 1 0 0 0 0 0 0 0 C 0 1 0 0 1 0 0 0 0 D 0 1 0 0 1 0 0 0 0 A 0 B 0 C 0 D 0 A SOUTH CAROLINA JOBS-ECONOMIC DEVELOPMENT AUTHORITY - SUBORD SERIES 2021B 570960018 2021-05-01 5800000 PURCHASE OF PORT ROYAL PROJECT 0 0 0 B SOUTH CAROLINA JOBS-ECONOMIC DEVELOPMENT AUTHORITY - SERIES 2021C 570960018 2021-05-01 6940456 PURCHASE OF PORT ROYAL PROJECT 0 0 0 C PUBLIC FINANCE AUTHORITY - SENIOR SERIES 2021A 273866124 2021-02-26 15000000 ACQUISITION AND REHABILITATION OF THE LANDINGS APARTMENT PROJECT 0 0 0 D PUBLIC FINANCE AUTHORITY - SUBORDINATE SERIES 2021B 273866124 2021-02-26 4167750 ACQUISITION AND REHABILITATION OF THE LANDINGS APARTMENT PROJECT 0 0 0 A 5800000 5800000 2024 0 0 1 1 B 6940456 6940456 2024 0 0 1 1 C 14980026 380000 14600026 0 0 0 1 D 4167750 4167750 0 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 D 0 0 0 0 0 0 0 A 0 1 0 0 1 0 0 0 0 B 0 1 0 0 1 0 0 0 0 C 0 1 0 0 0 0 0 0 0 D 0 1 0 0 0 0 0 0 0 A 0 B 0 C 0 D 0 A SOUTH CAROLINA JOBS-ECONOMIC DEVELOPMENT AUTHORITY - SERIES 2023A 570960018 837031F40 2023-03-23 55000000 PURCHASE OF SILVER STATION PROJECT 0 0 0 B SOUTH CAROLINA JOBS-ECONOMIC DEVELOPMENT AUTHORITY - SERIES 2023B 570960018 837031F40 2023-03-23 10000000 PURCHASE OF SILVER STATION PROJECT 0 0 0 C SOUTH CAROLINA JOBS-ECONOMIC DEVELOPMENT AUTHORITY - SERIES 2023C 570960018 837031F40 2023-03-23 12371193 PURCHASE OF SILVER STATION PROJECT 0 0 0 A 55000000 980500 1727917 8846995 43444588 0 0 1 1 B 10000000 10000000 0 0 1 1 C 9688977 9688977 0 0 0 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 A 0 1 0 0 1 0 0 0 0 B 0 1 0 0 1 0 0 0 0 C 0 1 0 0 1 0 0 0 0 A 0 B 0 C 0 PEDCOR HOMES CORPORATION TWO DIRECTORS HAVE OWNERSHIP IN PEDCOR HOMES CORPORATION 207644 BRUCE CORDINGLEY OWNS 31.98839% AND PHILLIP STOFFREGEN OWNS 29.026157% OF PEDCOR HOMES CORPORATION. PEDCOR HOMES CORPORATION EARNS A MANAGEMENT FEE FROM AFFORDABLE HOUSING PARTNERS, INC. 1 PEDCOR INVESTMENTS LLC TWO DIRECTORS HAVE OWNERSHIP IN PEDCOR INVESTMENTS, LLC 162651 BRUCE CORDINGLEY OWNS 33.323334% AND PHILLIP STOFFREGEN OWNS 33.333333% OF PEDCOR INVESTMENTS, LLC. PEDCOR INVESTMENTS, LLC EARNS AN ACCOUNTING FEE FROM AFFORDABLE HOUSING PARTNERS, INC. 1 FORM 990, PART III, LINE 2 SEE PART III, LINE 4B FORM 990, PART VI, SECTION A, LINE 2 OFFICERS HAVE A BUSINESS RELATIONSHIP IN WHICH THEY PARTICIPATE IN OTHER REAL ESTATE ACTIVITIES WITH ONE ANOTHER. FORM 990, PART VI, SECTION A, LINE 3 CRYSTAL GLEN, AUTUMN WOODS, AND AUTUMN WOODS II, ARE MANAGED BY PEDCOR AFFORDABLE MANAGEMENT, INC. MILL RUN, BROAD RIVER VILLAGE, BROAD RIVER VILLAGE II, LANDINGS OF GASTONIA, THE BLUFFS, AND WOODWINDS ARE MANAGED BY RBM MANAGEMENT, LLC. GRAND STATION IS MANAGED BY PEDCOR MANAGEMENT CORPORATION. CROWN POINTE AND STONE HAVEN POINTE ARE MANAGED BY PEDCOR HOMES CORPORATION. PEDCOR AFFORDABLE MANAGEMENT, INC., RBM MANAGEMENT, LLC, PEDCOR MANAGEMENT CORPORATION, AND PEDCOR HOMES CORPORATION ARE PROFESSIONAL PROPERTY MANAGEMENT COMPANIES. THEY HAVE A PROJECT OWNER'S AND MANAGEMENT AGENT'S CERTIFICATION FOR MULTIFAMILY HOUSING PROJECTS WITH THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT. UNDER THIS CERTIFICATION, HUD HAS APPROVED THEM TO MANAGE THE PROJECTS. THE MANAGEMENT CONTRACT ENCOMPASSES THE DAY TO DAY OPERATIONS OF THE PROJECT INCLUDING, BUT NOT LIMITED TO, COLLECTION OF RENTS, MAINTENANCE OF FACILITIES, SUPERVISION OF STAFF, AND ONGOING SUPPORT FOR BOTH THE OWNERS AND TENANTS AS NEEDED IN ORDER TO ESTABLISH A SAFE, SANITARY AND AFFORDABLE ENVIRONMENT. FORM 990, PART VI, SECTION B, LINE 11B THE AUDITING FIRM SENDS A DRAFT OF THE RETURN TO THE MANAGEMENT COMPANY. THE MANAGEMENT COMPANY FORWARDS A COPY OF THE RETURN TO EACH BOARD MEMBER FOR THEIR COMMENTS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS SUBJECT TO BOARD APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990 AND ALL RELATED FINANCIAL AND POLICY INFORMATION ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CONTRIBUTIONS FROM NONCONTROLLING INTERESTS IN BROAD RIVER VILLAGE, LP 20,357,785. CONTRIBUTION FROM NONCONTROLLING INTERESTS IN ROCK HILL SI 3,800,809. CONTRIBUTION FROM NONCONTROLLING INTERESTS IN CROWN POINTE 1,250,000. DISTRIBUTIONS TO OTHER PARTNERS IN CONSOLIDATED ENTITY ROCK HILL SI -5,438. DISTRIBUTIONS TO OTHER PARTNERS IN CONSOLIDATED ENTITY CROWN POINTE -476,259. NET ASSETS ASSUMED FROM HIGHLAND OAKS 434,949. NET ASSETS ASSUMED FROM CARRIAGE HOUSE 5,606,710. FORM 990, PART XII, LINE 2C THE MANAGEMENT COMPANY RECEIVES A COPY OF THE AUDIT. PRIOR TO THE FINALIZATION OF THE AUDIT, A COPY OF THE AUDIT IS GIVEN TO ALL OF THE BOARD MEMBERS FOR THEIR COMMENTS. WHEN THE AUDIT IS UP FOR BID, THE BOARD DISCUSSES THE RELATIONSHIP WITH THE CURRENT AUDITORS AND MAKES A DETERMINATION AS TO WHETHER TO MAINTAIN THIS RELATIONSHIP OR CHANGE TO A NEW AUDITING FIRM. 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