2021-11-15T12:33:58-06:00 2020-12-31 471767422 TOOLE KATZ & ROEMERSMA LLP 1911 N FORT MYER DRIVE SUITE 600 ARLINGTON VA 22209 990 2020-01-01 521665967 NATIONAL FOUNDATION FOR AFFORDABLE HOUSING SOLUTIONS INC NATI 3019980400 11810 GRAND PARK AVENUE NO 600 NORTH BETHESDA MD 20852 TODD TRAVIS MANAGING MEMBER 3019980400 2021-11-15 1 TODD TRAVIS XXX-XX-XXXX ANDREW KATZ P01284429 7032489200 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z TODD TRAVIS 11810 GRAND PARK AVENUE 600 NORTH BETHESDA MD 20852 19403648 0 X HTTPS://FOUNDATIONHOUSING.COM/ X 1990 DC THE FOUNDATION IS DEDICATED TO PRESERVING THE NATION'S EXISTING ASSISTED RENTAL HOUSING STOCK AND IS COMMITTED TO PROVIDING THE UNDERSERVED POPULATION WITH SOLUTIONS AND BETTER ACCESS TO DECENT, SAFE AND WELL-MANAGED AFFORDABLE HOUSING AND COMMUNITY PROGRAMS AND SERVICES. 8 8 24 0 0 0 26382006 9259850 6254246 6197678 2988843 3946120 0 0 35625095 19403648 609090 464025 0 0 3411698 3328504 0 0 0 14752924 11790044 18773712 15582573 16851383 3821075 196229771 241916741 60050140 101916035 136179631 140000706 X THE FOUNDATION IS DEDICATED TO PRESERVING THE NATION'S EXISTING ASSISTED RENTAL HOUSING STOCK AND IS COMMITTED TO PROVIDING THE UNDERSERVED POPULATION WITH SOLUTIONS AND BETTER ACCESS TO DECENT, SAFE AND WELL-MANAGED AFFORDABLE HOUSING AND COMMUNITY PROGRAMS AND SERVICES. 0 0 14506281 464025 4018475 THE EO RESEARCHES VARIOUS APPROACHES TO PRESERVE OUR NATION'S SUPPLY OF ADEQUATE AFFORDABLE HOUSING. IT SPEAKS AND DEALS WITH INDUSTRY LEADERS, CREATES FINANCIAL MODELS AND PREPARES VARIOUS POSITION REMARKS. IT ALSO FACILITATES NON-PROFIT OWNERSHIP OF AFFORDABLE HOUSING. IN ADDITION, IT CREATES 509(A)(3) ORGANIZATIONS THAT ACQUIRE AFFORDABLE LOW-INCOME HOUSING. 14506281 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 24 1 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 MD X TODD TRAVIS 3019980401 11810 GRAND PARK AVENUE NO 600 NORTH BETHESDA MD 20852 GREGORY O'DELL DIRECTOR 0.00 X 0 0 0 BERNARD BEAL DIRECTOR 0.00 X 0 0 0 MARK WELLER DIRECTOR 0.00 X 0 0 0 JASON GOLDBLATT CEO AND CHAIRMAN 40.00 X 362000 0 0 JON SHIFFMAN DIRECTOR 0.00 X 0 0 0 BENJAMIN M SOTO DIRECTOR 0.00 X 0 0 0 TODD TRAVIS PRESIDENT AND COO 40.00 X 309500 0 0 RANDALL KELLY VP AND GENERAL COUNSEL 40.00 X 220500 0 0 JANET CHARLTON VICE PRESIDENT 40.00 X 264000 0 0 1156000 0 0 4 0 1 0 OTIS ELEVATOR COMPANY 8 FARM SPRINGS ROAD FARMINGTON CT 06032 MAINTENANCE 661284 THE ROOF DEPOT INC 11260 OLD ROSWELL ROAD ALPHARETTA GA 30009 MAINTENANCE 413336 KISHIMOTO GORDON KALAYA PC 1101 15TH ST NW SUITE 200 WASHINGTON DC 20005 ARCHITECTURAL DESIGN 338213 FREESTATE ELECTRICAL SERV CO 13335 MID ATLANTIC BLVD LAUREL MD 20708 MAINTENANCE 278000 THE ARCHITECTURAL TEAM INC 50 COMMANDANTS WAY CHELSEA MA 02150 ARCHITECTURAL DESIGN 228750 22 9259850 9259850 SUPPORTING ORGAN FEE INCOME 531110 4250647 4250647 INTEREST NOTE RECEIVABLE 511110 1849535 1849535 OTHER REVENUE 511110 74603 74603 OTHER INTEREST 511110 22893 22893 6197678 3946120 0 3946120 3946120 3946120 19403648 10143798 0 0 464025 464025 2539824 2539824 638446 638446 150234 150234 91735 91735 483620 483620 282339 282339 245028 245028 28013 28013 2598578 2598578 136717 136717 117248 117248 SUPPORTING ORG. EXPENSE 6125323 6125323 CONSULTING 1111163 1111163 OTHER EXPENSES 490706 17782 472924 NON-REIMBURSABLE COSTS 79574 79574 15582573 14506281 1076292 0 15218025 15157296 18107542 66767697 40883054 40516195 1916538 1099025 942228 817513 107856124 108430411 13222798 10227629 196229771 241916741 10534388 27241162 462315 438750 49053437 74236123 60050140 101916035 X 136179631 140000706 136179631 140000706 196229771 241916741 3821075 0 X 0 1 X 1 0 X 20983916 6396110 6790738 26382006 9259850 69812620 9764050 5310307 3863588 3665009 4250647 26853601 30747966 11706417 10654326 30047015 13510497 96666221 0 0 0 96666221 29460 34158 21150 82165 22893 189826 29460 34158 21150 82165 22893 189826 30777426 11740575 10675476 30129180 13533390 96856047 0.99800 0.99820 0.00200 0.00180 X 1664777 855097 809680 251761 243928 7833 0 817513 INVESTMENTS 108430411 C 108430411 FIN 48 DISCLOSURE: THE FOUNDATION APPLIED FOR AND RECEIVED A DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE ("IRS") TO BE TREATED AS A TAX-EXEMPT ENTITY PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND DID NOT HAVE ANY UNRELATED BUSINESS INCOME FOR THE TAX YEAR ENDED DECEMBER 31, 2020. DUE TO ITS TAX-EXEMPT STATUS, THE FOUNDATION IS NOT SUBJECT TO INCOME TAXES. THE FOUNDATION IS REQUIRED TO FILE AND DOES FILE TAX RETURNS WITH THE IRS AND OTHER TAXING AUTHORITIES. NONE OF THE SUBSIDIARY ENTITIES HAD UNRELATED BUSINESS INCOME FOR THE YEAR ENDED DECEMBER 31, 2020. ACCORDINGLY, THE FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION FOR INCOME TAXES AND THE FOUNDATION HAS NO OTHER TAX POSITIONS WHICH MUCT BE CONSIDERED FOR DISCLOSURE. INCOME TAX RETURNS FILED BY THE FOUNDATION ARE SUBJECT TO EXAMINATION BY THE IRS FOR A PERIOD OF THREE YEARS. WHILE NO INCOME TAX RETURNS ARE CURRENTLY BEING EXAMINED THE IRS, TAX YEARS SINCE 2017 REMAIN OPEN. 1 ABRAMSON SCHOLARSHIP FOUNDATION P O BOX 7810 WASHINGTON DC 20044 521800184 501(C)(3) 10000 PROVIDES UNDERSERVED DC HIGH SCHOOL STUDENTS OPPORTUNITY TO ATTEND COLLEGE. CAL RIPKEN SR FOUNDATION INC 1427 CLARKVIEW ROAD NO 100 BALTIMORE MD 21209 522310500 501(C)(3) 10000 BUILD CHARACTER AND TEACH CRITICAL LIFE LESSONS TO AT-RISK YOUNG PEOPLE LIVING IN AMERICA'S MOST DISTRESSED COMMUNITIES CASEY CARES FOUNDATION 7100 COLUMBIA GATEWAY DR SUITE 155 COLUMBIA MD 21046 522259802 501(C)(3) 35000 INVEST IN PROGRAMS AND SERVICES THAT CREATE A STRONG FOUNDATION FOR CHILDREN TO THRIVE LONG-TERM. CHILDRENS NATIONAL MEDICAL CENTER 111 MICHIGAN AVENUE NW WASHINGTON DC 20010 521640403 501(C)(3) 5000 HEALTHCARE COMMUNITIES IN SCHOOL OF LOS ANGELES INC 2000 AVENUE OF STARS LOS ANGELES CA 90067 260404220 501(C)(3) 177000 STRATEGICALLY ALIGN AND DELIVER NEEDED RESOURCES SO THAT STUDENTS CAN FOCUS ON LEARNING DC PUBLIC EDUCATION FUND 3407 14TH STREET NW WASHINGTON DC 20010 261607955 501(C)(3) 5000 EDUCATION DUKE UNIVERSITY 324 BLCKWLL ST WASH BLDG STE 850 DURHAM NC 27701 571211099 501(C)(3) 5000 EDUCATION EMILY K CENTER 904 W CHAPEL HILL STREET DURHAM NC 27701 522230469 501(C)(3) 5000 DEVELOPS EDUCATED STUDENT LEADERS AND ENHANCES THE IMPACT OF LOCAL COMMUNITY-BASED ORGANIZATIONS. I HAVE A DREAM FOUNDATION - LOS ANGELES 3580 WILSHIRE BLVD 720 LOS ANGELES CA 90010 954089758 501(C)(3) 25000 INVEST IN PROGRAMS AND SERVICES THAT CREATE A STRONG FOUNDATION FOR CHILDREN TO THRIVE LONG-TERM. INSTITUTE FOR RESPONSIBLE HOUSING PRESERVATION 799 9TH ST NW 500 WASHINGTON DC 20001 521653533 501(C)(3) 25000 DEVELOP, PRESERVE, AND OWN QUALITY, AFFORDABLE PLACES TO LIVE AND TO PROMOTE STABILITY AND OPPORTUNITY FOR OUR RESIDENTS LAB SCHOOL OF WASHINGTON 4759 RESERVOIR ROAD NW WASHINGTON DC 20007 521261627 501(C)(3) 5000 EDUCATION LEARNING LAB VENTURE INC 840 N AVENUE 66 LOS ANGELES CA 90042 821727821 501(C)(3) 25000 EDUCATION MAIN STREET CONNECT INC 6000 POINDEXTER LANE NORTH BETHESDA MD 20852 815280080 501(C)(3) 5000 LOW-INCOME HOUSING FOR INDIVIDUALS WITH DISABILITIES METRO MANHATTAN COMMUNITY FOUNDATION PO BOX 5916 ENGLEWOOD NJ 07631 134186074 501(C)(3) 5000 HEALTHCARE ONE VOICE 1228 15TH STREET C SANTA MONICA CA 90404 020787550 501(C)(3) 5000 EDUCATION THE LEUKEMIA & LYMPHOMA SOCIETY (LLS) 3601 EISENHOWER AVENUE STE 450 ALEXANDRIA VA 22304 135644916 501(C)(3) 10000 HEALTHCARE THE LOS ANGELES FREE CLINIC 8405 BEVERLY BLVD LOS ANGELES CA 90048 952539105 501(C)(3) 50000 HEALTHCARE UCLA FOUNDATION 10920 WILSHIRE BLVD STE 900 LOS ANGELES CA 90024 952250801 501(C)(3) 5000 EDUCATION WESTERN GOLF ASSOCIATION 2501 PATRIOT BLVD GLENVIEW IL 60026 366002857 501(C)(4) 13000 SUPPORT OF UNDERPRIVILEGED YOUTH WOFFORD COLLEGE 429 NORTH CHURCH STREET SPARTANBURG SC 29303 570314422 501(C)(3) 5000 EDUCATION X X 0 0 0 0 0 0 0 0 1 0 JASON GOLDBLATT CEO AND CHAIRMAN 300000 0 0 0 62000 0 0 0 0 0 362000 0 0 0 TODD TRAVIS PRESIDENT AND COO 257500 0 0 0 52000 0 0 0 0 0 309500 0 0 0 JANET CHARLTON VICE PRESIDENT 240000 0 0 0 24000 0 0 0 0 0 264000 0 0 0 RANDALL KELLY VP AND GENERAL COUNSEL 189500 0 0 0 31000 0 0 0 0 0 220500 0 0 0 PART I, LINE 8 PRIOR TO JANET CHARLTON BECOMING A FOUNDATION EMPLOYEE, THE NFAHS BOARD OF DIRECTORS AND THE PERTINENT STATE HOUSING FINANCE AGENCIES HAD APPROVED THE PARTICIPATION OF AN ENTITY IN WHICH CHARLTON HAD AN INTEREST AS THE DEVELOPER FOR THREE (3) LIHTC REDEVELOPMENT TRANSACTIONS. DURING 2010 - 2013, PAYMENTS OF DEVELOPMENT FEES WERE MADE FOR SERVICES RENDERED TO THREE (3) LIMITED PARTNERSHIPS IN WHICH AFFILIATES OF THE NATIONAL FOUNDATION FOR AFFORDABLE HOUSING SOLUTIONS, INC. SERVE AS GENERAL PARTNER OR MANAGING PARTNER. SUCH FEES WERE PAID FOR SERVICES RENDERED PRIOR TO 2010 - 2013 AND WERE PAID FROM INVESTOR EQUITY CONTRIBUTED TO SUCH PARTNERSHIPS BY UNRELATED THIRD-PARTY TAX CREDIT INVESTORS. THE DEVELOPMENT FEES PAID IN EACH TRANSACTION ARE SUBJECT TO CERTAIN FEDERAL AND STATE GOVERNMENTAL LIMITATIONS AS TO GROSS AMOUNT AND SCHEDULE FOR PAYMENTS FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING, FORM 990 IS VETTED BY MEMBERS OF THE EXECUTIVE COMMITTEE AND THIRD PARTY LEGAL AND ACCOUNTING PERSONNEL. FINAL APPROVAL IS THEN GIVEN BY THE CHAIRMAN OF THE BOARD AFTER HIS REVIEW. FORM 990, PART VI, SECTION B, LINE 12C AN AFFIRMATIVE SIGNED STATEMENT OF NO CONFLICTS IS REQUIRED, AND WHERE APPLICABLE, A WRITTEN DISCLOSURE OF ANY KNOWN CONFLICTS IS REQUIRED. CONFLICTS ARE DISCLOSED AND BOARD MEMBERS ARE RECUSED, AS NEEDED, ON A TRANSACTIONAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE REVIEWS AND MAKES DECISIONS WITH A THIRD PARTY COMPENSATION REPORT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE DURING NORMAL BUSINESS HOURS UPON REQUEST.