| Program-Related Investments |
| Adena Ventures, LP | $350,000 |
Athens, OH
Limited partnership interest in a community development venture capital fund to promote economic development in central Appalachia. $350,000 10-year limited partnership interest approved in 2000. | |
| East Bay Asian Local Development Corporation | $100,000 |
Oakland, CA
Senior loan to finance the development of commercial real estate and to create and preserve jobs for low-income people in Oakland. $100,000 6-year senior loan approved in 2000. | |
| East Bay Asian Local Development Corporation | $300,000 |
Oakland, CA
Senior loan to finance the development of commercial real estate and to create and preserve jobs for low-income people in Oakland. $300,000 7-year senior loan approved in 2000. | |
| Enterprise Corporation of the Delta | $250,000 |
Jackson, MS
Senior loan to provide secondary capital to Hope Community Credit Union for investment in small businesses and home ownership in low-income communities. $250,000 7-year senior loan approved in 2006. | |
| Greyston Foundation, Inc. | $250,000 |
Yonkers, NY
Senior loan to establish a debt service reserve account for the construction of a new bakery employing "hard-to-employ" individuals. $250,000 9-year senior loan approved in 2000. | |
| Jacobs Center for Neighborhood Innovation | $500,000 |
San Diego, CA
Senior loan for the development of Phase I of Market Creek Plaza as part of the revitalization of the Diamond Neighborhoods of San Diego. $500,000 7-year senior loan approved in 2002. | |
| Meritus Ventures LP | $500,000 |
London, KY
Limited partnership interest in a Rural Business Investment Company to promote economic development in rural communities in the Appalachian Region. $500,000 10-year limited partnership interest approved in 2005. | |
| Penn Venture Partners, LP | $250,000 |
Harrisburg, PA
Limited partnership interest in a community development venture capital fund to promote economic development in northern and central Pennsylvania. $250,000 10-year limited partnership interest approved in 2002. | |
| PeopleFund | $250,000 |
Austin, TX
Senior loan to provide capital for small business and nonprofit facility lending in the low-income neighborhoods of Austin. $250,000 5-year senior loan approved in 2002. | |
| The Reinvestment Fund, Inc. | $500,000 |
Philadelphia, PA
Senior loan to finance enterprise development in low- and moderate-income communities. $500,000 7-year senior loan approved in 2002. | |
| Self-Help Ventures Fund | $1,000,000 |
Durham, NC
Senior loan to finance small business and community facility loans to low-wealth communities in North Carolina. $1,000,000 8-year senior loan approved in 2003. | |
| ShoreBank Enterprise Group Pacific | $250,000 |
Ilwaco, WA
Senior loan to provide business and community development financing throughout coastal Washington and Oregon. $250,000 4-year senior loan approved in 2004. | |
| SJF Ventures II, L.P. | $500,000 |
Durham, NC
Limited partnership interest in a community development venture capital fund investing in growing businesses in the eastern United States. $500,000 10-year limited partnership interest approved in 2004. | |
| The Southern Appalachian Fund, LP | $400,000 |
London, KY
Limited partnership interest in a community development venture capital fund to promote economic development in southern Appalachia. $400,000 10-year limited partnership interest approved in 2002. | |
| Corpus Investments |
| Bay Area Equity Fund I, LP | $1,000,000 |
San Francisco, CA
Commitment to a private equity fund to make investments primarily in mid-to-late stage growth companies located, or willing to locate in or near one of 46 designated low- and moderate-income neighborhoods in the nine-county Bay Area of Northern California. | |
| ICV Partners, L.P. | $2,500,000 |
New York, NY
Commitment to a private equity fund established principally to invest in small and middle-market companies that serve, operate in, hire from, or seek to expand into America's inner cities. | |
| Yucaipa Corporate Initiatives Fund I, LP | $2,500,000 |
Los Angeles, CA
Commitment to a private equity fund established to invest in corporate partnerships that relocate to or expand their operations in underserved rural and urban communities throughout the United States. | |
| Fixed-Income Securities |
| Alabama Incentives Financing Authority | |
Taxable Special Obligation Bonds
Series 1999-B
Rating: AAA
To provide quality workforce development for Alabama's emerging automobile industry. | |
| Arkansas Development Finance Authority | |
Economic Development Revenue Bonds
ADFA and ADED Guaranty Programs -
Taxable 2005 Series A
Rating: A
To finance industrial facilities for two manufacturing companies in rural Arkansas. | |
| Arkansas Development Finance Authority | |
Economic Development Revenue Bonds
ADFA and ADED Guaranty Programs -
Taxable 2002 Series B
Rating: AAA
To finance industrial facilities for five manufacturing companies in rural Arkansas. | |
| Commonwealth of Pennsylvania Financing Authority | |
Revenue Bonds, Series B of 2005
Rating: AAA
To assist local communities develop "shovel-ready" sites to accommodate expanding businesses in areas of high unemployment, declining population or significant inventory of brownfields or vacant housing. | |
| Kirkwood Community College (Merged Area X), State of Iowa | |
Taxable Industrial New Jobs Training
Certificates
Series 2002-1A & 2002-1B
Rating: AA-/Aa3
To provide quality workforce development for the unemployed, underemployed and welfare-to-work population in the State of Iowa. | |
| United States Small Business Administration Pool #507190 #507841 | |
Rating: AAA
To purchase loans to California small and minority-owned businesses located in lowand moderate-income communities under the SBA Section 7(a) Loan Guaranty Program | |
Grantmaking
Recent Grants
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