| 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. | |
| 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. | |
| 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. | |
| Meritus Ventures LP | $500,000 |
London, KY
Limited partnership interest in a Rural Business Investment Company to promote economic development in distressed rural communities in the Appalachian Region. | |
| Northwest Louisiana Community Development Fund I, LLC | $500,000 |
Beverly Hills, CA
Membership interest in a private equity real estate fund targeting mixed-use development in low-income communities in a 10-parish area of northwestern Louisiana. | |
| Pacific Community Ventures Investment Partners III, LLC | $500,000 |
San Francisco, CA
Membershio interest in private equity to invest in companies that employ low-income people and that are located in disadvantaged communities in California. | |
| 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. | |
| 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. | |
| Shorebank Enterprise Group Pacific | $250,000 |
Ilwaco, WA
Senior loan to provide business and community development in low and moderate income communities throughout coastal Washington and Oregon. | |
| 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. | |
| The Reinvestment Fund, Inc. | $500,000 |
Philadelphia, PA
Senior loan to finance enterprise development in low- and moderate-income communities. | |
| 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.
| |
| Fixed Income Securities |
Click here for additional information on the Foundation's
mission-related fixed-income investments.
|
| Market-Rate Private Equity |
| 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 in, or willing to locate in or near, one of 46 designated low- and moderate-income neighborhoods in the nine-county Bay Area of Northern Califo | |
| Huntington Capital Fund II, L.P. | $2,000,000 |
San Diego, CA
Private equity fund targeting small and mid-size companies in CA and the Southwestern States with emphasis on companies in low and moderate-income (LMI) areas and companies employing individuals residing in LMI areas. | |
| 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. | |
| UrbanAmerica, L.P. | $1,500,000 |
New York, NY
Commitment to a private real estate partnership to acquire and develop retail and commercial properties in inner-city neighborhoods in the Northeast and Southeast, including federally designated enterprise zones and enterprise communities, and to provide | |
| UrbanAmerica, L.P. II | $1,000,000 |
New York, NY
Commitment to a private real estate partnership to acquire and develop retail and commercial properties in inner-city neighborhoods nationwide including federally designated enterprise zones and enterprise communities, and to provide opportunities for cor | |
| 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. | |
| Yucaipa Corporate Initiatives Fund II, LP | $5,000,000 |
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. | |
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