SELF HELP VENTURES FUND: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SELF HELP VENTURES FUND (EIN 58-1562750)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-25
- IRS object ID
- 202342989349301469
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-25T13:33:13-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581562750 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Self-Help Ventures Fund | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SELF | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 West Main Street | AddressLine1Txt |
| City | Durham | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Laura Benedict | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 9199564430 | PhoneNum |
| Signature | 2023-10-25 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Laura | PersonFirstNm |
| Person Last | Benedict | PersonLastNm |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| OOB Security Verification | 00 | OOBSecurityVerificationCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Laura Benedict | PrincipalOfficerNm |
| Gross Receipts | $98,219,437 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.self-help.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | Self-Help Ventures Funds mission is to create and protect ownership and economic opportunity for all, especially people of color, women, rural residents and low-wealth families and communities. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $11,396,675 | PYContributionsGrantsAmt |
| CY Contributions Grants | $36,923,780 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $45,893,586 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $56,038,772 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,239 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,929,492 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,240,271 | PYOtherRevenueAmt |
| CY Other Revenue | $606,723 | CYOtherRevenueAmt |
| PY Total Revenue | $60,531,771 | PYTotalRevenueAmt |
| CY Total Revenue | $95,498,767 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $31,466,429 | PYOtherExpensesAmt |
| CY Other Expenses | $43,396,272 | CYOtherExpensesAmt |
| PY Total Expenses | $31,466,429 | PYTotalExpensesAmt |
| CY Total Expenses | $43,396,272 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $29,065,342 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $52,102,495 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,059,061,327 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,009,821,673 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $458,100,268 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $378,950,011 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $600,961,059 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $630,871,662 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Self-Help Ventures Funds mission is to create and protect ownership and economic opportunity for all, especially people of color, women, rural residents and low-wealth families and communities. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $23,293,289 | ExpenseAmt |
| Revenue | $18,102,782 | RevenueAmt |
| Desc | Economic development through the renovation of historic buildings, construction of new buildings in distressed communities. Providing quality, affordable retail, community facilities and commercial rental space to revitalize and stabilize distressed communities.Economic development through provision of rental property in distressed and blighted areas,Total beneficiaries = approximately 4,662 | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $13,327,845 | ExpenseAmt |
| Revenue | $15,537,856 | RevenueAmt |
| Desc | Charitable loans and investments to community development projects employing low-income, minority and unemployed persons; to projects in low-income,minority, rural and distressed communities; and to charitable organizations.Total beneficiaries = approximately 4,995 | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | -$6,270,333 | ExpenseAmt |
| Revenue | $22,398,134 | RevenueAmt |
| Desc | Facilitation of a secondary market at reasonable rates on a substainable basis for home mortgages made to low-income and minority buyers who live in distressed communities to make homeownership more widely available to these families.Total beneficiaries = approximately 20,757 | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $30,350,801 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (true) | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (true) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 151 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Marcus Bowen | PersonNm |
| Phone | 9199564693 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 W Main Street | AddressLine1Txt |
| City | Durham | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27701 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| Randy Chambers | |||||||
| TreasurerSecretary | 0.00 | 40.00 | Yes (X) | $0 | $90,352 | $42,144 | |
| Martin Eakes | |||||||
| CEODirector | 0.00 | 40.00 | Yes (X) | $0 | $90,354 | $34,556 | Yes (X) |
| Laura Benedict | |||||||
| President | 0.00 | 40.00 | Yes (X) | $0 | $89,146 | $23,055 | |
| Mark Korell | |||||||
| Director | 0.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Tara Kenchen | |||||||
| Director | 0.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Ronn Stewart | |||||||
| Director | 0.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Jean Pudlo | |||||||
| Director | 0.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Lynne Walker | |||||||
| Director | 0.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| James H Sills III | |||||||
| Director | 0.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Catherine Clark | |||||||
| Director | 0.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Robert Schall | |||||||
| Director | 0.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Matthew Hobbs | |||||||
| DirectorChair | 0.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Marla Bilonick | |||||||
| Director | 0.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Elbert Avery | |||||||
| Director | 0.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $269,852 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $99,755 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Yardi Systems Inc | |||||
| P O Box 6316 | Hicksville | NY | 118026316 | Software | $403,922 |
| Piedmont Service Group Inc | |||||
| PO Box 603909 | Charlotte | NC | 282603909 | Construction | $371,115 |
| Dixon Hughes Goodman LLP | |||||
| 2501 Blue Ridge Road STE 500 | Raleigh | NC | 27607 | Accounting Firm | $330,560 |
| Shimar Recycling Inc | |||||
| P O Box 11219 | Durham | NC | 27703 | Recycling Service | $209,120 |
| Novogradac Company LLP | |||||
| P O Box 7833 | San Francisco | CA | 941207833 | Accounting Firm | $156,555 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $5,237,521 | RelatedOrganizationsAmt |
| Government Grants | $300,000 | GovernmentGrantsAmt |
| All Other Contributions | $31,386,259 | AllOtherContributionsAmt |
| Noncash Contributions | $31,824,408 | NoncashContributionsAmt |
| Total Contributions | $36,923,780 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Interest on PRIs | 525990 | $20,482,952 | $20,482,952 |
| Interest on MBS | 525990 | $6,210,371 | $6,210,371 |
| Loan origination & fees | 900099 | $11,242,667 | $11,242,667 |
| Rental income | 531310 | $18,102,782 | $18,102,782 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $56,038,772 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,136,343 | TotalRevenueColumnAmt |
| Exclusion | $2,136,343 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,295,241 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,688,518 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $606,723 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $606,723 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $606,723 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $825,301 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $1,032,152 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$206,851 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$206,851 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$206,851 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $95,498,767 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $56,438,644 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,136,343 | ExclusionAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,094 | TotalAmt |
| Management And General | $25,094 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,060 | TotalAmt |
| Management And General | $94,060 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $444,542 | TotalAmt |
| Program Services | $5,767 | ProgramServicesAmt |
| Management And General | $438,775 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $278,574 | TotalAmt |
| Program Services | $13,464 | ProgramServicesAmt |
| Management And General | $265,110 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,575,333 | TotalAmt |
| Program Services | $119,867 | ProgramServicesAmt |
| Management And General | $1,455,466 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $829,506 | TotalAmt |
| Program Services | $662,314 | ProgramServicesAmt |
| Management And General | $167,192 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,699 | TotalAmt |
| Program Services | -$136,641 | ProgramServicesAmt |
| Management And General | $259,340 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,339 | TotalAmt |
| Program Services | $16,792 | ProgramServicesAmt |
| Management And General | $96,547 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,301,896 | TotalAmt |
| Program Services | $13,301,896 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,461,884 | TotalAmt |
| Program Services | $7,461,884 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,178 | TotalAmt |
| Program Services | $55,178 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Provision for credit losses | -$9,689,685 | -$9,689,685 | |
| Staffing Reimbursement | $15,330,382 | $6,785,901 | $8,544,481 |
| Real Estate operating expens | $7,796,788 | $7,796,788 | |
| Loan administration | $2,273,831 | $2,168,945 | $104,886 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,382,851 | TotalAmt |
| Program Services | $1,788,331 | ProgramServicesAmt |
| Management And General | $1,594,520 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,396,272 | TotalAmt |
| Program Services | $30,350,801 | ProgramServicesAmt |
| Management And General | $13,045,471 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,246,852 | BOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $177,086,804 | BOYAmt |
| EOY | $160,562,050 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,441,459 | BOYAmt |
| EOY | $39,403,347 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $277,627,222 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $65,699,708 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $193,476,559 | BOYAmt |
| EOY | $211,927,514 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $216,173,246 | BOYAmt |
| EOY | $157,783,421 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $430,047,911 | BOYAmt |
| EOY | $419,108,345 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,588,496 | BOYAmt |
| EOY | $21,036,996 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,059,061,327 | BOYAmt |
| EOY | $1,009,821,673 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,030,488 | BOYAmt |
| EOY | $9,880,324 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $221,662,475 | BOYAmt |
| EOY | $175,466,785 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $209,913,141 | BOYAmt |
| EOY | $179,734,307 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,494,164 | BOYAmt |
| EOY | $13,868,595 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $458,100,268 | BOYAmt |
| EOY | $378,950,011 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $583,854,683 | BOYAmt |
| EOY | $584,541,431 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,106,376 | BOYAmt |
| EOY | $46,330,231 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $600,961,059 | BOYAmt |
| EOY | $630,871,662 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,059,061,327 | BOYAmt |
| EOY | $1,009,821,673 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $52,102,495 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$22,191,892 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ctr Comm Self-Help | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 561271685 | EIN |
| Organization Type | 7 | OrganizationTypeCd |
| Governing Document Listed | Yes (true) | GoverningDocumentListedInd |
| Support | $0 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (true) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | false | OperateBenefitNonSuprtOrgInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $12,749,290 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $26,507,437 | OtherCostOrOtherBasisAmt |
| Book Value | $39,256,727 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $19,669,555 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $207,240,826 | OtherCostOrOtherBasisAmt |
| Depreciation | $57,343,656 | DepreciationAmt |
| Book Value | $169,566,725 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,684,092 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $9,776,022 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,356,052 | DepreciationAmt |
| Book Value | $3,104,062 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $211,927,514 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Secondary capital in low-income CU | $217,000,000 | C |
| Loans to disadvantaged borrowers | $202,108,345 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $419,108,345 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Liability for contingent losses | $9,456,722 |
| Operating lease liability | $4,411,873 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $13,868,595 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $97,187,284 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $1,688,517 | OtherRevenueAmt |
| Revenue Not Reported | $1,688,517 | RevenueNotReportedAmt |
| Revenue Subtotal | $95,498,767 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $95,498,767 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $45,084,789 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,688,517 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,688,517 | ExpensesNotReportedAmt |
| Expenses Subtotal | $43,396,272 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $43,396,272 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other revenues not included on Form 990 (Part XI, line 2d) | Total Revenue as shown on Line 12 of Part VIII of Form 990 includes only net rental income, in accordance with the Form 990 instructions. The total revenue shown on audited financial statements includes gross (not net) rental income. The difference between gross rental income and net rental income is $1,688,517. |
| Other expenses not included on Form 990 (Part XII, line 2d) | Total Revenue as shown on Line 12 of Part VIII of Form 990 includes only net rental income, in accordance with the Form 990 instructions. The total revenue shown on audited financial statements includes gross (not net) rental income. The difference between gross rental income and net rental income is $1,688,517. |
| Footnote for uncertain tax position under FIN 48 (Part X) | Self-Help Ventures Fund has determined that all tax positions taken for the current year endedDecember 31, 2022 and all years open under the statue of limitations are highly certain. Inaccordance with the accounting guidance for uncertainty in income taxes, Self-Help Ventures Fund has determined that no recognized tax liability exists. |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Implied contribution | Desc |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $22,338,947 | NoncashContributionsRptF990Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Members or stockholder classes and rights Part VI line 6 | The organization has one class of members who elect directors annually on a staggered basis to fill vacant seats on the board. |
| Member election for additional members Part VI line 7a | The organization has one class of members who elect directors annually on a staggered basis to fill vacant seats on the board. |
| Governing body decisions Part VI line 7b | The organization has one class of members who elect directors annually on a staggered basis to fill vacant seats on the board. |
| Form 990 governing body review Part VI line 11 | The form 990 is prepared by staff accountants. The Chief Financial Officer, the Controller, and in-house counsel review multiple drafts and verify all answers before the form is provided to the Chief Executive Officer and board of directors for furthur review. |
| Conflict of interest policy compliance Part VI line 12c | The organizations Conflict of Interest Policy covers its officers, directors or trustees, all employees of the organization or any related organization, and family members of the person in these categories. All covered persons are required under the policy to disclose actual or potential conflicts as soon as they arise and the directors of the organization and related organizations confirm annually that there are no existing conflicts of interest. Persons with actual conflicts are prohibited from participating in any decisions revelant to the situation where the conflict exists. Most conflicts are clearly delineated by the policy; situations that are not so clear-cut are reviewed by in-house counsel, the CEO, or the Board as appropriate. |
| CEO executive director top management comp Part VI line 15a | Form 990, Part VII, Section A, Line 1a: No director or officer received compensation for their work as a director, officer, or trustee; instead the amount listed in columns (E) and (F) are compensation paid to the full-time (approximately 40 hours per week) employees of the related organization, Self-Help Services Corporation, which serves as the employer for all of the filing organizations workers. |
| Other officer or key employee compensation Part VI line 15b | The organization pays its highest paid workers including the CEO, top management officials and other officers in accordance with a salary ceiling that is confirmed annually by the board, and was last confirmed in February 2022. The ceiling is subject to adjustment for increased costs of living associated with the geographical areas in which workers are working, but is well below the average market salary for workers with comparable levels of expertise and experience. |
| Form 990 availability to public Part VI line 18 | No documents are available to the public. |
| Governing documents etc available to public Part VI line 19 | No documents are available to the public. |
| Explanation of other changes in net assets or fund balances Part XI line 9 | Other changes in net assets include, changes in noncontrolling interest, net unrealized losses on mortgage-backed securities and net amortization of forward purchase commitments. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (30 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Direct Controlling NADirectControllingNACd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| Barr Building LLC | ||||||||||
| 910 17th Street | Washington | DC | 20006 | 260074134 | commercial building | DC | $2,298,365 | $24,839,793 | N/A | |
| Rocky Mount Post Office LLC | ||||||||||
| 200 Tarboro Street | Rocky Mount | NC | 27801 | 205485821 | historic building | NC | $108 | $236,718 | N/A | |
| Self-Help Manager LLC | ||||||||||
| 301 W Main Street | Durham | NC | 27701 | 421539407 | charitable lending | NC | $281,307 | $8,220,954 | N/A | |
| SHVF Development LLC | ||||||||||
| 301 W Main Street | Durham | NC | 27701 | 760739095 | historic building | NC | $536,537 | $2,673,981 | N/A | |
| SHVF Properties LLC | ||||||||||
| 301 W Main Street | Durham | NC | 27701 | 760739101 | historic building | NC | $1,743,248 | $26,207,721 | N/A | |
| Proctor Hotel LLC | ||||||||||
| 301 South Evans Street | Greenville | NC | 27858 | 352225764 | historic building | NC | $199,307 | $1,978,568 | SHVF Properties LLC | |
| Stella LLC | ||||||||||
| 926 Elizabeth Street | Charlotte | NC | 28204 | 201680929 | historic building | NC | $382,365 | $2,726,570 | SHVF Properties LLC | |
| 123 West Main Street LLC | ||||||||||
| 123 W Main Street | Durham | NC | 27701 | 522376244 | historic building | NC | $688,630 | $2,994,699 | SHVF Properties LLC | |
| 302 West Main Street LLC | ||||||||||
| 302 W Main Street | Durham | NC | 27701 | 760711533 | historic building | NC | $411,887 | $1,917,545 | SHVF Properties LLC | |
| Market Square Business Center LLC | ||||||||||
| 100 Hay Street | Fayetteville | NC | 28301 | 562248785 | historic building | NC | $159,906 | $2,292,302 | SHVF Properties LLC | |
| SHVF Revolution LLC | ||||||||||
| 301 W Main Street | Durham | NC | 27701 | 460787284 | historic building | NC | $18 | $59,784 | N/A | |
| SHVF Olympic LLC | ||||||||||
| 1601 Yanceyville Street | Greensboro | NC | 27405 | 465656185 | historic building | NC | $1,068 | $3,630,449 | N/A | |
| SHVF Mill House LLC | ||||||||||
| 2005 Yanceyville Street | Greensboro | NC | 27405 | 471971159 | historic building | NC | $44,595 | $33,539,656 | Self-Help Historic Properties | |
| SHVF MCA Services LLC | ||||||||||
| 301 W Main Street | Durham | NC | 27701 | 814077545 | charitable lending | NC | N/A | |||
| 301 West Main Street LLC | ||||||||||
| 301 W Main Street | Durham | NC | 27701 | 822164774 | historic building | NC | $734,595 | $2,918,286 | SHVF Properties LLC | |
| 115 Market Street LLC | ||||||||||
| 115 Market Street | Durham | NC | 27701 | 822239727 | historic building | NC | $894,846 | $3,224,381 | SHVF Properties LLC | |
| 34 Wall Street LLC | ||||||||||
| 34 Wall Street | Asheville | NC | 28801 | 822136511 | historic building | NC | $476,801 | $1,694,679 | SHVF Properties LLC | |
| 201 West Main Street LLC | ||||||||||
| 201 W Main Street | Durham | NC | 27701 | 822181298 | historic building | NC | $1,170,814 | $4,139,341 | SHVF Properties LLC | |
| 122 N Elm Street LLC | ||||||||||
| 122 N Elm street | Greensboro | NC | 27401 | 830749247 | historic building | NC | $835,083 | $2,107,924 | SHVF Properties LLC | |
| 307 West Main Street LLC | ||||||||||
| 307 W Main Street | Durham | NC | 27701 | 274531580 | historic building | NC | $287,797 | $2,501,281 | N/A | |
| Chapel Hill Sreet Development LLC | ||||||||||
| 1121 W Chapel Hill Street | Durham | NC | 27701 | 460776901 | charitable development | NC | $1,207,587 | $12,043,360 | N/A | |
| SHHP Holloway Manager LLC | ||||||||||
| 1107 Holloway Street | Durham | NC | 27701 | 475630004 | historic building | NC | $455 | $9,755 | N/A | |
| SHHP Holloway Tenant LLC | ||||||||||
| 1107 Holloway Street | Durham | NC | 27701 | 300884397 | historic building | NC | $603,995 | $8,339,925 | Self-Help Ventures Fund | |
| Efird LLC | ||||||||||
| 272 N Front Street | Wilmington | NC | 28401 | 202060701 | historic building | NC | $405,111 | $3,817,608 | N/A | |
| Historic Peoples BuildingLLC | ||||||||||
| 107 S E Main Street | Rocky Mount | NC | 27801 | 562182014 | historic building | NC | $171,224 | $2,096,346 | N/A | |
| SHVF Ashton LLC | ||||||||||
| 301 W Main Street | Durham | NC | 27701 | 834537839 | historic building | NC | $142,431 | $3,995,348 | N/A | |
| SHVF 1300 7th Street | ||||||||||
| 301 W Main Street | Durham | NC | 27701 | 884276824 | historic building | NC | $15,992 | $7,623,514 | N/A | |
| Self-Help New Markets 15 LLC | ||||||||||
| 301 W Main Street | Durham | NC | 27701 | 920459485 | charitable loans | NC | Self-Help Manager LLC | |||
| Self-Help New Markets 16 LLC | ||||||||||
| 301 W Main Street | Durham | NC | 27701 | 920482078 | charitable loans | NC | Self-Help Manager LLC | |||
| Self-Help New Markets 17 LLC | ||||||||||
| 301 W Main Street | Durham | NC | 27701 | 920511761 | charitable loans | NC | Self-Help Manager LLC | |||
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| Center for Community Self-Help | ||||||||||
| 301 W Main Street | Durham | NC | 27701 | 561271685 | economic development | NC | 501c3 | 7 | N/A | |
| Self-Help Services Corporation | ||||||||||
| 301 W Main Street | Durham | NC | 27701 | 561849615 | staffing services | NC | 501c3 | 12a | Center for Community Self-Help | |
| Self-Help Assistance Corporaton | ||||||||||
| 301 W Main Street | Durham | NC | 27701 | 561923620 | economic development | NC | 501c3 | 12a | Center for Community Self-Help | |
| Self-Help Community Development Cor | ||||||||||
| 301 W Main Street | Durham | NC | 27701 | 561975829 | affordable housing | NC | 501c3 | 12a | Center for Community Self-Help | |
| Center for Responsible Lending | ||||||||||
| 302 W Main Street | Durham | NC | 27701 | 743043913 | research & advocacy | NC | 501c3 | 12a | Center for Community Self-Help | |
| Self-Help Credit Union | ||||||||||
| 301 W Main Street | Durham | NC | 27701 | 561382971 | economic development | NC | 501c14 | N/A | ||
| Self-Help Federal Credit Union | ||||||||||
| 301 W Main Street | Durham | NC | 27701 | 263016612 | economic development | NC | 501c1 | N/A | ||
| Self-Help Economic DevelopmentInc | ||||||||||
| 1330 Broadway Street Suite 604 | Oakland | CA | 94612 | 205330006 | financial capability | CA | 501c3 | 7 | Center for Community Self-Help | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (26 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Maplewood Partners LLC | |||||||||||||
| 113 S Wilmington Street | Raleigh | NC | 27601 | 770698721 | affordable housing | NC | Self-Help Housing Inc | Related | false | Yes (true) | 0.03300 | ||
| Self-Help New Markets XIII LLC | |||||||||||||
| 301 W Main Street | Durham | NC | 27701 | 471087922 | charitable loans | NC | Self-Help Manager LLC | Related | false | Yes (true) | 0.01000 | $7,494 | $198,387 |
| Self-Help New Markets XIV LLC | |||||||||||||
| 301 W Main Street | Durham | NC | 27701 | 471092867 | charitable loans | NC | Self-Help Manager LLC | Related | false | Yes (true) | 0.01000 | $845,664 | $33,541 |
| Historic Revolution Manager LLC | |||||||||||||
| 1200 Revolution Mill Drive | Greensboro | NC | 27405 | 320460950 | historic building | NC | Self-Help Historic Properties | Related | false | Yes (true) | 0.95000 | -$281,418 | $12,047,266 |
| Historic Revolution Tenant LLC | |||||||||||||
| 1200 Revolution Mill | Greensboro | NC | 27405 | 611757766 | historic building | NC | Historic Revolution Manager LLC | Related | false | Yes (true) | 0.01000 | $78,278 | $867,667 |
| Historic Revolution LLC | |||||||||||||
| 1200 Revolution Mill Drive | Greensboro | NC | 27405 | 900882852 | historic building | NC | Self-Help Historic Properties | Related | false | Yes (true) | 0.39000 | $1,551,457 | $31,830,643 |
| SHVF Renaissance LLC | |||||||||||||
| 2521-2523 Phillips Avenue | Greensboro | NC | 27405 | 472127242 | historic building | NC | Self-Help Ventures Fund | Related | false | Yes (true) | 0.95000 | $381,799 | $6,349,663 |
| SHHP Holloway LLC | |||||||||||||
| 1107 Holloway Street | Durham | NC | 27701 | 473440585 | historic building | NC | Self-Help Historic Properties | Related | false | Yes (true) | 0.95000 | $543,128 | $10,364,616 |
| SHHP East Durham LLC | |||||||||||||
| 2101 Angier Avenue | Durham | NC | 27703 | 475278135 | historic building | NC | Self-Help Historic Properties | Related | false | Yes (true) | 0.80000 | $218,538 | $7,877,418 |
| SHHP East Durham Manager LLC | |||||||||||||
| 2101 Angier Avenue | Durham | NC | 27703 | 352596782 | historic building | NC | Self-Help Historic Properties | Related | false | Yes (true) | 1.00000 | $461 | $67,741 |
| SHHP East Durham Tenant LLC | |||||||||||||
| 2101 Angier Avenue | Durham | NC | 27703 | 300992644 | historic building | NC | SHHP East Durham Manager LLC | Related | false | Yes (true) | 0.01000 | $5,858 | $60,610 |
| SHHP Pearson LLC | |||||||||||||
| 600 East Umstead Street | Durham | NC | 27701 | 384031181 | historic building | NC | Self-Help Historic Properties | Related | false | Yes (true) | 0.85000 | $93,312 | $8,085,426 |
| SHHP Pearson Manager LLC | |||||||||||||
| 600 East Umstead Street | Durham | NC | 27701 | 352602238 | historic building | NC | Self-Help Historic Properties | Related | false | Yes (true) | 1.00000 | -$1,563 | $32,114 |
| SHHP Pearson Tenant LLC | |||||||||||||
| 600 East Umstead Street | Durham | NC | 27701 | 320539466 | historic building | NC | SHHP Pearson Manager LLC | Related | false | Yes (true) | 0.01000 | $2,446 | $53,892 |
| SHVF Mill House Manager LLC | |||||||||||||
| 2005 Yanceyville Street | Greensboro | NC | 27405 | 872077952 | historic building | NC | Self-Help Historic Properties | Related | false | Yes (true) | 0.01000 | $1,749 | $135,687 |
| SHVF Mill House Tenant LLC | |||||||||||||
| 2005 Yanceyville Street | Greensboro | NC | 27405 | 872087527 | historic building | NC | SHVF Mill House Manager LLC | Related | false | Yes (true) | 0.01000 | $50 | $15,646 |
| SHVF Beacon Point LLC | |||||||||||||
| 301 W Main Street | Durham | NC | 27701 | 882530252 | affordable housing | NC | Self-Help Ventures Fund | Related | false | Yes (true) | 0.95000 | $973 | $11,944,598 |
| Willard Street Developer LLC | |||||||||||||
| 113 S Wilmington Street | Raleigh | NC | 27601 | 834304460 | affordable housing | NC | Self-Help Ventures Fund | Related | false | false | 0.10000 | ||
| Willard Street Manager LLC | |||||||||||||
| 113 S Wilmington Street | Raleigh | NC | 27601 | 831895170 | affordable housing | NC | Self-Help Ventures Fund | Related | false | false | 0.10000 | ||
| Ashton Place Housing LLC | |||||||||||||
| 113 S Wilmington Street | Raleigh | NC | 27601 | 872612408 | affordable housing | NC | Self-Help Ventures Fund | Related | false | false | 0.05000 | ||
| Ashton Place Managing Member LLC | |||||||||||||
| 113 S Wilmington Street | Raleigh | NC | 27601 | 874040924 | affordable housing | NC | Self-Help Ventures Fund | Related | false | false | 0.50000 | ||
| Ashton Place Developer LLC | |||||||||||||
| 113 S Wilmington Street | Raleigh | NC | 27601 | 874085651 | affordable housing | NC | SHVF Development LLC | Related | false | false | 0.50000 | ||
| Hardee Street Housing LLC | |||||||||||||
| 113 S Wilmington Street | Raleigh | NC | 27601 | 872587352 | affordable housing | NC | Hardee Street Managing Member LLC | Related | false | false | 0.01000 | ||
| Hardee Street Developer LLC | |||||||||||||
| 113 S Wilmington Street | Raleigh | NC | 27601 | 874097549 | affordable housing | NC | SHVF Development LLC | Related | false | false | 0.50000 | ||
| Hardee Street Managing Member LLC | |||||||||||||
| 113 S Wilmington Street | Raleigh | NC | 27601 | 872594916 | NC | affordable housing | Related | false | false | 0.50000 | |||
| Willard Street LLC | |||||||||||||
| 113 S Wilmington Street | Raleigh | NC | 27601 | 831918550 | affordable housing | NC | Willard Street Manager LLC | Related | false | false | 0.01000 | ||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Self-Help Historic Properties Inc | |||||||||||
| 301 W Main Street | Durham | NC | 27701 | 202948696 | historic renovation | NC | N/A | C Corp | -$1,560,392 | $13,792,922 | 1.00000 |
| Self-Help Housing Inc | |||||||||||
| 301 W Main Street | Durham | NC | 27701 | 261274201 | affordable housing | NC | N/A | C Corp | -$1,650 | $204,092 | 1.00000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | Yes (true) | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | Yes (true) | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (14 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Self-Help Credit Union | ||
| j | $684,401 | cash |
| Self-Help Credit Union | ||
| h | $77,385 | cash |
| Self-Help Credit Union | ||
| f | $879,697 | cash |
| Self-Help Federal Credit Union | ||
| f | $9,788,852 | cash |
| Historic Revolution LLC | ||
| ai | $362,516 | cash |
| Self-Help Investor XIII LLC | ||
| ai | $669,653 | cash |
| Self-Help Investor XIV LLC | ||
| ai | $897,878 | cash |
| Historic Revolution LLC | ||
| d | $7,950,746 | cash |
| Self-Help Investor XIII LLC | ||
| d | $13,760,000 | cash |
| SHVF Beacon Point LLC | ||
| d | $7,788,000 | cash |
| Self-Help Historic Properties | ||
| d | $4,024,682 | cash |
| SHVF Renaissance LLC | ||
| ai | $63,493 | cash |
| SHVF Renaissance LLC | ||
| d | $4,096,340 | cash |
| Ashton Place LLC | ||
| d | $340,000 | cash |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Explanation of information on Schedule R | FormAndLineReferenceDesc |
| Explanation | Full name, adresses and EINs for information that did not fit in the original schedule. * Maplewood Partners - 113 S. Wilmington Street, Raleigh, NC 27601 - EIN 77-0698721 * Self-Help New Markets XIII, LLC - 301 W. Main Street, Durham, NC 27701 - EIN 47-1087922 * Historic Revolution Manager, LLC - 1200 Revolution Mill Drive, Greensboro, NC 27405 - EIN 32-0460950 * Historic Revolution Tenant, LLC - 1200 Revolution Mill Drive, Greensboro, NC 27405 - EIN 61-1757766 * Historic Revolution, LLC - 1200 Revolution Mill Drive, Greensboro, NC 27405 - EIN 90-0882852 * SHVF Renaissance, LLC - 2521-2523 Phillips Avenue, Greensboro, NC 27405 - EIN 47-2127242 * Self-Help New Markets XIV, LLC - 301 W. Main Street, Durham, NC 27701 - EIN 47-1092867 * SHVF Beacon Point, LLC - 301 W. Main Street, Durham, NC27701 - EIN 88-2530252 * SHHP Holloway, LLC - 1107 Holloway Street, Durham, NC 27701 - EIN 47-3440585 *SHHP East Durham, LLC - 2101 Angier Avenue, Durham, NC 27703 - EIN 47-5278135 * SHHP East Durham Manager, LLC - 2101 Angier Avenue, Durham, NC 27703 - EIN 35-2596782 * SHHP East Durham Tenant, LLC - 2101 Angier Avenue, Durham, NC 27703 - EIN 30-0992644 * SHHP Pearson, LLC - 600 East Umstead Street, Durham, NC 27701 - EIN 38-4031181 * SHHP Pearson Manager, LLC - 600 East Umstead Street, Durham, NC 27701 - EIN 35-2602238 * SHHP Pearson Tenant, LLC - 600 East Umstead Street, Durham, NC 27701 - EIN 32-0539466 * SHVF Mill House Manager, LLC - 2005 Yanceyville Street, Greensboro, NC 27405 - EIN 87-2077952 * SHVF Mill House Tenant, LLC - 2005 Yanceyville Street, Greensboro, NC 27405 - EIN 87-2087527 * Willard Street Developer, LLC - 113 S. Wilmington Street, Raleigh, NC 27601 - EIN 83-4304460 * Willard Street Manager, LLC - 113 S. Wilmington Street, Raleigh, NC 27601 - EIN 83-1895170 * Ashton Place Housing, LLC - 113 S. Wilmington Street, Raleigh, NC 27601 - EIN 87-2612408 * Ashton Place Managing Member, LLC - 113 S. Wilmington Street, Raleigh, NC 27601 - EIN 87-4040924 * Ashton Place Developer, LLC - 113 S. Wilmington Street, Raleigh, NC 27601 - EIN 87-4085651 * Hardee Street Housing, LLC - 113 S. Wilmington, Raleigh, NC 27601 - EIN 87-2587352 * Hardee Street Developer, LLC - 113 S. Wilmington Street, Raleigh, NC 27601 - EIN 87-4097549 * Hardee Street Managing Member, LLC - 113 S. Wilmington Street, Raleigh, NC 27601 - EIN 87-2594916 * Willard Street, LLC - 113 S. Wilmington Street, Raleigh, NC 27601 - EIN 83-1918550 | ExplanationTxt |
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