2018-08-02T13:22:37-05:00 2017-09-30 161187988 Heveron & Company CPAs PLLC 260 Plymouth Avenue South Rochester NY 14608 990 2016-10-01 160984913 PATHSTONE CORPORATION PATH 5855467180 400 EAST AVENUE ROCHESTER NY 14607 Kevin Ryck CFO 5855467180 2018-07-25 1 Stephanie Annunziata P00195472 5852322956 2018-07-25 2016 2022-09-23 18:48:47Z Kevin Ryck 400 EAST AVENUE ROCHESTER NY 14607 31965637 0 X www.PathStone.org X 1971 NY PathStone builds family and individual self-sufficiency by strengthening farmworker, rural and urban communities. Pathstone promotes social justice through programs and advocacy. 29 29 812 235 0 0 509888 333018 30239986 30349675 161540 204901 733796 1078043 31645210 31965637 3550670 3235212 0 0 19964677 19739009 0 0 149338 8072085 7821137 31587432 30795358 57778 1170279 33775439 34167903 11601049 11763588 22174390 22404315 X PathStone Corporation builds family and individual self-sufficiency by strengthening farmworker, rural and urban communities. PathStone Corporation promotes social justice through program and advocacy. 0 0 8422691 964905 9356129 ADULT EDUCATION, TRAINING & EMPLOYMENT: Provide quality job training and employment services leading to gainful employment at livable wages for individuals who are underemployed or unemployed. The services offered are: skills assessment, job training, career exploration, placement and retention support. Those served include: farmworkers, seniors, formerly incarcerated/returning citizens, TANF recipients, residents of targeted communities, and other low-wage workers. 3,187 people were enrolled in services and 1,181 more were placed in jobs. Services are available in: New Jersey, New York, Ohio, Pennsylvania, Puerto Rico, Vermont, and Virginia. 6641490 378656 7383190 CHILD & FAMILY DEVELOPMENT: Provide Head Start services to children which helps them gain social, emotional and educational skills through structured classroom-based teaching and also provide family engagement activities designed to enhance healthy living and lifelong learning. The services offered are: full day preparation for school readiness, education and training information to parents, nutritious meals to children and referrals to community resources. 751 children were served in Migrant/Seasonal, Regional Head Start/Early Head Start and State Funded Pre-K programs. Services are available in: New Jersey and Pennsylvania. 3766816 161020 4590737 SUPPORTIVE HOUSING & RENTAL ASSISTANCE SERVICES:Provide supportive services for residents living in PathStone Corporation rental communities consisting of: social, educational and recreational enrichment programs, information and referrals for crisis support, and access to health, nutrition, mental health and other community-based services to tenants. 3,859 residents received supportive housing services throughout the PathStone rental property portfolio.Continued on Schedule OProvide apartment rental assistance through Section 8 Housing Choice Voucher Program to 5,534 low-income families and seniors living in six New York State counties. Staff members regularly refer participants to community resources. Eligible participants can participate in the Family Self-Sufficiency Program which provides individualized coaching and support designed to result in meaningful self-supporting employment. 7916965 1730631 9767589 OTHER SERVICES INCLUDING: YOUTH EDUCATION, TRAINING & EMPLOYMENT: Enable youth to recognize educational and career opportunities as they pursue lifelong goals. The services offered are: workshops in confidence building, communication, and leadership skills, job training, high school equivalency diploma (GED), tutoring, mentoring, drop-out prevention, and family centered intervention. Those served include: youth and young adults. 211 youth were placed in jobs and 215 youth trained with 197 credentials. Services are available in: New Jersey, New York, Ohio, Pennsylvania, and Puerto RicoHEALTH & SAFETY: Provide occupational and personal health and safety education and also substance abuse prevention counseling and services. The services offered are: peer-delivered HIV prevention education for at-risk populations, HIV counseling and testing, assistance in accessing quality health care services, occupational health and safety training for farmworkers, alcohol, drug, and tobacco avoidance programs for youth, and rent/utility assistance for those affected/infected by HIV/AIDS. 1,234 participants received HIV prevention education and 62 infected/affected households received rental assistance. There have also been 10,310 farmworkers and members of agricultural communities who received training on pesticide safety, hearing loss prevention, and heat stress/back injury avoidance. Services are available in: New Jersey, New York, Ohio, Pennsylvania, and Puerto Rico.EMERGENCY & SUPPORTIVE SERVICES: Provide essential food and shelter services to farmworkers and low-income families in crisis to stabilize participant households and enable them to regain traction toward achieving personal and program goals. The services offered are: emergency food and lodging for farmworkers and other families in need. 2,223 farmworker and low-income households received Emergency and Supportive Services. Services are available in: Indiana, New Jersey, New York, Ohio, Pennsylvania, Puerto Rico, and Vermont.REAL ESTATE DEVELOPMENT: Work with community partners, non?profits, private developers and government officials to design and build housing that is affordable, accessible and seamlessly integrated into the community in which it is built. The services offered are: development and acquisition of affordable rental housing for families, farmworkers, seniors, and special needs populations while also offering affordable single-family for sale home construction. 189 affordable housing units have been developed, $48,550,544 has been invested in affordable housing developments and 889 manufactured homes have been preserved through resident ownership since the program's inception. Services are available in: Indiana, New York, Pennsylvania, and Puerto Rico.HOUSING REHABILITATION & ENERGY SERVICES: Create and preserve assets through coordinated housing rehabilitation, energy services, and community based revitalization programs. We are committed to promoting self-sufficiency and economic stability through safe, sustainable, energy efficient housing and also specialize in providing resources, access to appropriate financing, and advocacy to support homeowners. The services offered are: free and low cost home repair, energy conservation upgrades, lead-based paint remediation, and access upgrades for seniors and persons with disabilities. 260 housing units were repaired or weatherized. Services are available in: Indiana and New York. HOUSING COUNSELING: Provide housing counseling services from certified housing counselors that includes pre and post home purchase education and counseling, mortgage delinquency and default resolution counseling, and reverse mortgage, fair housing, rental, and homeless counseling. Housing Counselors are trained and certified to provide tools to current and prospective homeowners and renters so they can make responsible choices to address their housing needs in light of their financial situation. 224 homes were preserved through foreclosure prevention counseling, 390 new homeowners were created and there were 2,212 housing counseling customers. Services are available in: Indiana, New York, Pennsylvania, and Puerto Rico. 7916965 1730631 9767589 26747962 1 1 0 1 0 0 0 0 0 0 1 0 1 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 219 0 1 812 1 0 0 0 0 0 0 0 0 0 0 X 29 29 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 NY NJ PA VA X X The Organization 5855467180 400 EAST AVENUE ROCHESTER NY 14607 Ignacio Jimenez Board Member 1.70 X 0 0 0 Shelby Stenson Board Member 0.30 X 0 0 0 BK Gaur Board Member 1.30 X 0 0 0 Ester Cruz Board Member 1.30 X 0 0 0 Fernando Santiago Board Member 0.50 X 0 0 0 Eric Shoen Board Member 0.50 X 0 0 0 Ida Perez Board Member 1.10 X 0 0 0 Louise Parker Board Member 1.30 X 0 0 0 Monique Oliva Board Member 1.30 X 0 0 0 Miguel Sanchez Board Member 2.90 X 0 0 0 George Master Board Member 2.90 X 0 0 0 Alma Medina Board Member 1.20 X 0 0 0 Arielle Bevel Board Member 0.50 X 0 0 0 Brenda Whitson Board Member 1.70 X 0 0 0 Ernest Caswell Board Member 1.70 X 0 0 0 Harry Vazquez Board Member 1.70 X 0 0 0 Maria Uribe Board Member 0.90 X 0 0 0 Orlando Ortiz Board Member 0.50 X 0 0 0 Ralph Sinistro Board Member 1.70 X 0 0 0 Rebecca Caico Board Member 0.50 X 0 0 0 Reinaldo Perez Board Member 1.70 X 0 0 0 Ronnie Rico Board Member 1.70 X 0 0 0 Scott Mouery Board Member 1.70 X 0 0 0 Tish Mogan Board Member 1.70 X 0 0 0 Yvonne Thompson Board Member 1.70 X 0 0 0 Arlene Wilson Chairperson 1.30 X X 0 0 0 Joy Pacheco Secretary 0.50 X X 0 0 0 Carl Forty Treasurer 1.10 X X 0 0 0 Andres Ramos Vice Chairperson 2.90 X X 0 0 0 Kevin Ryck Chief Financial Officer 40.00 X 173520 0 28595 Stuart Mitchell President and CEO 40.00 X 214447 0 10722 Leslie W Kernan Jr General Counsel, Sr Direct 40.00 X 135153 0 25649 Jeffrey Lewis SR VP of Direct Services 40.00 X 148336 0 25393 Kay Washington SR VP of Direct Services 40.00 X 145298 0 24623 Nita D'Agostino Sr VP of Direct Services 40.00 X 133324 0 15348 Kathryn Bryan Sr VP Property Management 40.00 X 147156 0 16564 1097234 0 146894 14 0 1 0 Zargar Mechanical Service Inc 400 East Ave Rochester NY 14607 Weatherization Contractor 279860 Homes by Karen 400 East Ave Rochester NY 14607 Weatherization Contractor 238983 Express Services Inc 400 East Ave Rochester NY 14607 Temporary Employment Services 168564 3 144338 188680 22113 333018 Adult Training and Employment 561300 9353905 9353905 Child and Family Development 624200 7383190 7383190 Supportive Housing 531390 4590737 4590737 Youth Education and Employment 624200 2637179 2637179 Housing Rehab and Energy Services 531390 1833725 1833725 4550939 4550939 30349675 204901 204901 330073 0 330073 330073 330073 Other Income 900099 747970 747970 747970 31965637 31097645 0 534974 3235212 3235212 459023 435343 23680 12763289 11414725 1331669 16895 1015724 894659 119091 1974 3891602 3376796 503102 11704 1609371 1389019 215537 4815 266920 59156 207704 60 172912 172912 651643 562727 88839 77 3068877 2774559 258113 36205 83992 83992 2738979 2597092 135348 6539 159124 83866 66413 8845 18427 6240 12187 136199 11041 125158 188911 74339 114572 Delegate Agencies 248242 248242 Supportive Services 57956 19412 38544 Construction Related Ex 5051 5051 23904 15238 8666 30795358 26747962 3898058 149338 465256 557186 3904871 3977843 3313322 3543205 421685 261157 18361845 19517548 172603 171630 4253292 1607852 3655716 2645440 3352387 3352387 62504 62504 65250 79003 33775439 34167903 6153025 6306767 1126719 1136016 3864937 3864937 456368 455868 11601049 11763588 X 10399543 11493866 11774847 10910449 22174390 22404315 33775439 34167903 X 1170279 -204914 -735440 X 0 1 X 1 1 1 X 532503 466633 396825 509888 333018 2238867 29317215 27952304 28884431 30239986 30349675 146743611 29849718 28418937 29281256 30749874 30682693 148982478 5000 39000 45000 105000 5428 199428 0 5000 39000 45000 105000 5428 199428 148783050 295905 295487 489499 483474 534974 2099339 295905 295487 489499 483474 534974 2099339 281769 359979 244877 411862 747970 2046457 30427392 29074403 30015632 31645210 31965637 153128274 0.97160 0.97370 0.01370 0.01210 X Schedule A, Part III, Line 12, Explanation of Other Income: Other Income from Related Activity RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 98150 98150 2919344 1372767 1546577 561807 235085 326722 673991 673991 2645440 Investment in Subsidiary 3352387 C 3352387 Notes payable to related parties 455868 455868 32716983 751346 751346 31965637 0 31965637 31546704 751346 751346 30795358 0 30795358 1 Training 3187 1539561 FMV Skills and job training leading to unsubsidized placement in the labor market.Training includes Work Experience Training, ESL and GED training, classroom training, Occupational Skills training, On-the-job training, Occupational Safety training, Health and Safety training, Pesticide awareness training. Supportive Services 8579 899890 FMV Supportive services include emergency food, lodging, health, and relocation assistance.These supportive services are also provided to individuals enrolled in training activities who need assistance while completing their training plan. Training Related supportive services includes such services as transportation, work boots, tools, work clothes, rental assistance, and other support that assists the individual achieve a positive job placement and job retention. Weatherization 192 795761 FMV Weatherization services includes assessment, repairs and upgrades to residences of program eligible clients.This is in the form of testing, caulking and sealing, door and window replacement, roofing repairs, attic and wall insulation, installation of efficient furnaces, hot water tanks and appliances. Part I, Line 2: Program eligibility is determined and entered into the MIS system. Enrollment into a specific program is required and eligibility testing identifies what programs the individual or family is eligible for. A development plan is completed for every client, and training is provided based upon the identified needs. All services provided to individuals and families are recorded in the family's MIS records. Case management reviews are conducted with senior staff and ongoing assessment of supportive services and additional training plans are developed for the clients. Internal audits are conducted by the corporation to assess success of programs and to gauge effectiveness of staff and utilization of resources. X X X X X 0 0 0 0 0 0 0 0 0 Kevin Ryck Chief Financial Officer 173520 0 0 0 0 0 8676 0 19919 0 202115 0 0 0 Stuart Mitchell President and CEO 214447 0 0 0 0 0 10722 0 0 0 225169 0 0 0 Leslie W Kernan Jr General Counsel, Sr Direct 135153 0 0 0 0 0 6758 0 18891 0 160802 0 0 0 Jeffrey Lewis SR VP of Direct Services 148336 0 0 0 0 0 7417 0 17976 0 173729 0 0 0 Kay Washington SR VP of Direct Services 145298 0 0 0 0 0 7265 0 17358 0 169921 0 0 0 Kathryn Bryan Sr VP Property Management 147156 0 0 0 0 0 7358 0 9206 0 163720 0 0 0 Form 990, Part III - Program Service Accomplishments The Pennsylvania division of PathStone has been awarded the Pennsylvania Association of Nonprofit Organizations' Standards for Excellence Seal. Form 990, Part VI, Section B, line 11b A draft copy of the return is distributed to the members of the board for comments before filing. Form 990, Part VI, Section B, line 12c During the new board member orientation, the policy is fully explained by the President and attorney. The board member understands that it is important to follow the policy at all times during his or her term on the board. It is made clear that if any conflict arises, that the policy is in effect and should be followed. This is also re-emphasized annually when the policy is signed on a yearly basis. In addition to the Conflict of Interest Policy, the organization has a questionnaire that all employees must fill out annually to determine whether they have a real or potential conflict of interest. If any potential conflicts are learned about through this or any other method, they are reviewed by the Executive Staff member for that division, and ultimately by the President/CEO. The CEO has the ultimate responsibility for determining whether or not a conflict exists and he or she, in conjunction with the Senior Vice President for Human Resources of PathStone and the Executive Staff member for that employee's division, will determine the course of action necessary. PathStone Corporation also has an Asset Management Committee which must review any purchases or contracts that are more than $5,000. Any potential conflicts are taken into consideration before approving these purchases and contracts. Form 990, Part VI, Section B, line 15 The wages and benefits of all top management employees are determined by the personnel committee of PathStone Corporation, as part of its ongoing wage comparative studies and benefit budgeting process. The process includes independent review, comparability data, and deliberation by a compensation committee. Executive compensation is also evaluated under New York Executive Order 38 of 2012. The CEO's compensation was last reviewed in July of 2018. PathStone utilizes a salary scale to determine the salary of each employee. Job descriptions are evaluated on 33 factors. The maximum number of points is 260 and the number of points corresponding to each job description determines which of 14 salary groups the job falls into. Within each salary group, there is a base salary and then a range is available to accommodate employees who have more experience, education, skills, etc. than are required for that position. Before hiring an employee, the hiring manager sends a request for offer letter to Human Resources. With this request, a salary range justification form is sent if the salary is to be above the base. The Executive Staff member for that Division reviews and approves the request, then forwards it to Human Resources for final approval. Human Resources reviews the request for offer and the salary range request to determine if the steps are warranted, and sends out an offer letter if the request is approved. Periodically, the salary scale is reviewed. There have been times when the entire scale has been revised, and other times when salaries for specific positions have been adjusted by resolution from the Board of Directors. PathStone retained an independent consultant to develop its salary schedule. The salary schedule has been in place since 2011 and was last adjusted for inflation in 2014. Form 990, Part VI, Section C, line 19 Pathstone Corporation makes its governing documents (Bylaws and Certificate of Incorporation) readily available to the public on its website, www.pathstone.org. PathStone bylaws, policies and other governing documents are available on the PathStone Electronic Library, which may be accessed by employees. The company may grant access to the Electronic Library to non-employees as well, when there is a need for others to access information, for example auditors and funders. PathStone prints an annual report which is made public each year. Copies are mailed to stakeholders and it is readily available to the public. Form 990, Part XI, line 9: Transfers from Affiliate -735,440. Alloway Housing Development Fund Corporation 7 Prince Street Rochester NY 14607 203574586 Affordable Housing NY 501(c)(3) Line 12a, I PathStone Development Corporation 0 Housing Opportunities Housing Development Fund Corporation 7 Prince Street Rochester NY 14607 161386456 Affordable Housing NY 501(c)(3) Line 12a, I PathStone Development Corporation 0 Long Pond Housing Development Fund Corporation 7 Prince Street Rochester NY 14607 471383517 Affordable Housing NY 501(c)(3) Line 12a, I PathStone Development Corporation 0 PathStone Alliance for Better Housing 648 Buena Vista Drive Kennett Square PA 19348 232754537 Affordable Housing PA 501(c)(3) Line 10 PathStone Corporation 0 PathStone Development Corporation 7 Prince Street Rochester NY 14607 161265765 Affordable Housing NY 501(c)(3) Line 12a, I PathStone Corporation 0 PathStone Housing Action Corporation 400 East Avenue Rochester NY 14608 161183242 Affordable Housing NY 501(c)(3) Line 10 PathStone Corporation 0 PathStone Wedgepoint Housing Development Fund Corporation 400 East Avenue Rochester NY 14608 473009756 Affordable Housing NY 501(c)(3) Line 12a, I PathStone Development Corporation 0 Pinnacle Housing Development Fund Corporation 7 Prince Street Rochester NY 14607 460839248 Affordable Housing NY 501(c)(3) Line 12a, I PathStone Development Corporation 0 Sojourner Development Corporation 30 Millbank Street Rochester NY 14619 161370403 Provide permanent housing for women and children NY 501(c)(3) Line 10 Sojourner House at PathStone Inc 0 Soujourner House at PathStone Inc 30 Millbank Street Rochester NY 14607 161170113 Provide temporary housing for women and children NY 501(c)(3) Line 7 PathStone Corporation 0 Stone Quarry Housing Development Fund Corporation 400 East Avenue Rochester NY 14608 471373029 Affordable Housing NY 501(c)(3) Line 12a, I PathStone Development Corporation 0 The Housing Council at PathStone 75 College Avenue Rochester NY 14607 160991179 Home Ownership NY 501(c)(3) Line 12a, I PathStone Corporation 0 Towpath Housing Development Fund Corporation 7 Prince Street Rochester NY 14607 453779513 Affordable Housing NY 501(c)(3) Line 12a, I PathStone Development Corporation 0 Crerand Commons Housing Development Fund 400 East Avenue Rochester NY 14607 811064405 Affordable Housing NY 501(c)(3) Line 12a, I PathStone Development Corporation 0 Wilson Commencement Park 251 Joseph Ave Rochester NY 14607 222667299 Transitional Housing NY 501(c)(3) Line 10 PathStone Corporation 0 Wilson Commencement Park HDFC 400 East Avenue Rochester NY 14607 223080471 Transitional Housing NY 501(c)(3) Line 10 PathStone Corporation 0 Ada Ridge Partners II LLC 400 East Avenue Rochester NY 14607 262373989 Affordable Housing NY N/A N/A 0 0 Ada Ridge Partners LP 400 East Avenue Rochester NY 14607 161592991 Affordable Housing NY N/A N/A 0 0 Albion Senior Living LLC 400 East Avenue Rochester NY 14607 260345950 Affordable Housing NY N/A N/A 0 0 Alliance Homes II LLC 400 East Avenue Rochester NY 14607 562397229 Affordable Housing NY N/A N/A 0 0 Alturas de Castaner LP 400 East Avenue Rochester NY 14607 203947099 Affordable Housing NY N/A N/A 0 0 Andrews Terrace LLC 400 East Avenue Rochester NY 14607 203199493 Affordable Housing NY N/A N/A 0 0 Anthony Square LP 7 Prince Street Rochester NY 14607 161589159 Affordable Housing NY N/A N/A 0 0 April Meadows LP 7 Prince Street Rochester NY 14607 166498924 Affordable Housing NY N/A N/A 0 0 Beechwood Apartments LLC 400 East Avenue Rochester NY 14607 273685642 Affordable Housing NY N/A N/A 0 0 Bradmar Village LLC 400 East Avenue Rochester NY 14607 272288636 Affordable Housing NY N/A N/A 0 0 Breckenridge on Seneca LLC 7 Prince Street Rochester NY 14607 300730121 Affordable Housing NY N/A N/A 0 0 Briarwood Place LP 7 Prince Street Rochester NY 14607 161544146 Affordable Housing NY N/A N/A 0 0 Brower Road LLC 400 East Avenue Rochester NY 14607 030485949 Affordable Housing NY N/A N/A 0 0 Canal Place LP 7 Prince Street Rochester NY 14607 752975899 Affordable Housing NY N/A N/A 0 0 Canal View Senior Housing LLC 400 East Avenue Rochester NY 14607 204440054 Affordable Housing NY N/A N/A 0 0 Castle Street Associates LP 400 East Avenue Rochester NY 14607 161311570 Affordable Housing NY N/A N/A 0 0 Cedar Creek Housing LLC 400 East Avenue Rochester NY 14607 900347268 Affordable Housing NY N/A N/A 0 0 Central Place LP 7 Prince Street Rochester NY 14607 161520376 Affordable Housing NY N/A N/A 0 0 Clarkson-Seldon Square Partners LP 400 East Avenue Rochester NY 14607 223607775 Affordable Housing NY N/A N/A 0 0 Clayton Heights LP 7 Prince Street Rochester NY 14607 412124095 Affordable Housing NY N/A N/A 0 0 Clifton Commons Associates LP 400 East Avenue Rochester NY 14607 161386724 Affordable Housing NY N/A N/A 0 0 Creekside Clearing LP 7 Prince Street Rochester NY 14607 050607089 Affordable Housing NY N/A N/A 0 0 Crosman LLC 400 East Avenue Rochester NY 14607 100007244 Affordable Housing NY N/A N/A 0 0 Crossman LP 400 East Avenue Rochester NY 14607 100007242 Affordable Housing NY N/A N/A 0 0 Elliott's Landing LP 7 Prince Street Rochester NY 14607 204754791 Affordable Housing NY N/A N/A 0 0 Elmgrove Place LP 7 Prince Street Rochester NY 14607 061716252 Affordable Housing NY N/A N/A 0 0 Foster Block Associates LP 400 East Avenue Rochester NY 14607 161351625 Affordable Housing NY N/A N/A 0 0 Gettysburg Scattered Sites Associates 400 East Avenue Rochester NY 14607 251645782 Affordable Housing NY N/A N/A 0 0 Hale Court LP 7 Prince Street Rochester NY 14607 204754992 Affordable Housing NY N/A N/A 0 0 Heritage Meadows Partners LP 400 East Avenue Rochester NY 14607 161537986 Affordable Housing NY N/A N/A 0 0 Highland Meadows Partners LLC 400 East Avenue Rochester NY 14607 134220309 Affordable Housing NY N/A N/A 0 0 Lander Street Partners II LP 400 East Avenue Rochester NY 14607 061473326 Affordable Housing NY N/A N/A 0 0 Lander Street Partners III LLC 400 East Avenue Rochester NY 14607 562523429 Affordable Housing NY N/A N/A 0 0 Lander Street Partners LP 400 East Avenue Rochester NY 14607 061445495 Affordable Housing NY N/A N/A 0 0 Marketview Housing LP 7 Prince Street Rochester NY 14607 161435368 Affordable Housing NY N/A N/A 0 0 Marketview Phase II LP 7 Prince Street Rochester NY 14607 161458119 Affordable Housing NY N/A N/A 0 0 MJ Estates II LLC 7 Prince Street Rochester NY 14607 271006415 Affordable Housing NY N/A N/A 0 0 MJ Estates LP 7 Prince Street Rochester NY 14607 208685429 Affordable Housing NY N/A N/A 0 0 Monica Homes LLC 7 Prince Street Rochester NY 14607 611592249 Affordable Housing NY N/A N/A 0 0 New Home Alliance LP 400 East Avenue Rochester NY 14607 061527135 Affordable Housing NY N/A N/A 0 0 Niagara Place LP 7 Prince Street Rochester NY 14607 161478044 Affordable Housing NY N/A N/A 0 0 Olde Theatre Apartments LP 400 East Avenue Rochester NY 14607 341844633 Affordable Housing NY N/A N/A 0 0 Ontario Place LP 7 Prince Street Rochester NY 14607 752975886 Affordable Housing NY N/A N/A 0 0 PathStone Wedgepoint LLC 400 East Avenue Rochester NY 14607 472752876 Affordable Housing NY N/A N/A 0 0 Portal De San German LLC 400 East Avenue Rochester NY 14607 270380502 Affordable Housing NY N/A N/A 0 0 Pinnacle Apartments LLC 7 Prince Street Rochester NY 14607 455425869 Affordable Housing NY N/A N/A 0 0 Rexford Place LP 7 Prince Street Rochester NY 14607 202201905 Affordable Housing NY N/A N/A 0 0 Salem Senior Housing LLC 400 East Avenue Rochester NY 14607 383711378 Affordable Housing NY N/A N/A 0 0 Sandy Creek Associates LP 400 East Avenue Rochester NY 14607 161351950 Affordable Housing NY N/A N/A 0 0 Seldon Square II LLC 400 East Avenue Rochester NY 14607 352182907 Affordable Housing NY N/A N/A 0 0 Sisson Reserve II LLC 400 East Avenue Rochester NY 14607 383911384 Affordable Housing NY N/A N/A 0 0 Sisson Reserve LLC 400 East Avenue Rochester NY 14607 352430293 Affordable Housing NY N/A N/A 0 0 Stone Quarry Apartments LLC 7 Prince Street Rochester NY 14607 471372693 Affordable Housing NY N/A N/A 0 0 Stonewood Village LLC 400 East Avenue Rochester NY 14607 264557007 Affordable Housing NY N/A N/A 0 0 Susan B Anthony LP 7 Prince Street Rochester NY 14607 043812069 Affordable Housing NY N/A N/A 0 0 Thompson Building Associates LP 400 East Avenue Rochester NY 14607 161421270 Affordable Housing NY N/A N/A 0 0 Towpath III LP 400 East Avenue Rochester NY 14607 453566045 Affordable Housing NY N/A N/A 0 0 Washington Park Associates LP 400 East Avenue Rochester NY 14607 161299635 Affordable Housing NY N/A N/A 0 0 Westminister Place LP 7 Prince Street Rochester NY 14607 161476222 Affordable Housing NY N/A N/A 0 0 Woodward LP 7 Prince Street Rochester NY 14607 161489242 Affordable Housing NY N/A N/A 0 0 PABH Development LLC 400 East Avenue Rochester NY 14607 463601271 Affordable Housing NY N/A N/A 0 0 Fullerton Lofts LP 400 East Avenue Rochester NY 14607 475278308 Affordable Housing NY N/A N/A 0 0 Oxford Crossing Apartments LP 400 East Avenue Rochester NY 14607 464704700 Affordable Housing NY N/A N/A 0 0 Destiny at WCP LP 400 East Avenue Rochester NY 14607 562623875 General Housing NY N/A N/A 0 0 Alliance Homes II Corp 400 East Avenue Rochester NY 14608 562397228 General Partner in L.P. Transactions OH N/A C 0 Beechwood Managing Member LLC 400 East Avenue Rochester NY 14608 274656938 General Partner in L.P. Transactions NY N/A C 0 Jamestown Managing Member LLC 400 East Avenue Rochester NY 14608 272288510 General Partner in L.P. Transactions NY N/A C 0 Lehigh Managing Member LLC 400 East Avenue Rochester NY 14608 270212774 General Partner in L.P. Transactions NY N/A C 0 Marketview Housing Inc 7 Prince Street Rochester NY 14607 161435367 General Partner in L.P. Transactions NY N/A C 0 Monica Homes LTD 30 Millbank Street Rochester NY 14619 800360791 Co-managing member NY N/A C 0 PathStone Breckenridge Inc 7 Prince Street Rochester NY 14607 454541829 General Partner in L.P. Transactions NY N/A C 0 PathStone Long Pond Inc 400 East Avenue Rochester NY 14608 471383101 General Partner in L.P. Transactions NY N/A C 0 PathStone Stone Quarry Inc 400 East Avenue Rochester NY 14608 471215361 General Partner in L.P. Transactions NY N/A C 0 PathStone Wedgepoint MM Corporation 400 East Avenue Rochester NY 14608 472778399 General Partner in L.P. Transactions NY N/A C 0 PDC Towpath Corporation 7 Prince Street Rochester NY 14607 453667522 General Partner in L.P. Transactions NY N/A C 0 PHEDCO Investments Inc 400 East Avenue Rochester NY 14608 251663084 General Partner in L.P. Transactions NY N/A C 0 Pinnacle Managing Member LLC 7 Prince Street Rochester NE 14607 455430014 General Partner in L.P. Transactions NY N/A C 0 RHAC Development Corporation 400 East Avenue Rochester NY 14608 161262619 General Partner in L.P. Transactions NY N/A C 0 RHOC Crossman Inc 400 East Avenue Rochester NY 14608 270017600 General Partner in L.P. Transactions NY N/A C 0 Rural Housing Opportunities Development Corp 400 East Avenue Rochester NY 14608 050575748 General Partner in L.P. Transactions NY N/A C 0 Salem Senior Housing Corp 400 East Avenue Rochester NY 14608 383711377 General Partner in L.P. Transactions OH N/A C 0 San German Managing Member LLC 400 East Avenue Rochester NY 14608 453773695 General Partner in L.P. Transactions NY N/A C 0 Sisson Reserve MM II LLC 400 East Avenue Rochester NY 14608 463135735 General Partner in L.P. Transactions NY N/A C 0 Sisson Reserve MM LLC 400 East Avenue Rochester NY 14608 364717781 General Partner in L.P. Transactions NY N/A C 0 Sisson Sewage Works Corporation 400 East Avenue Rochester NY 14608 472245715 General Partner in L.P. Transactions NY N/A C 0 Slater Neighborhood Inc 7 Prince Street Rochester NY 14607 271006036 General Partner in L.P. Transactions NY N/A C 0 Stanton Meadows Corporation 400 East Avenue Rochester NY 14608 161556454 General Partner in L.P. Transactions NY N/A C 0 West Broadway Villas LLC 400 East Avenue Rochester NY 14608 300743446 General Partner in L.P. Transactions NY N/A C 0 Crerand Commons MM Corporation 7 Prince Street Rochester NY 14607 811075426 General Partner in L.P. Transactions NY N/A C 0 PathStone Whitehall Acres LLC 400 East Avenue Rochester NY 14608 471684629 General Partner in L.P. Transactions NY N/A C 0 Destiny at Wilson Commencement Park Corporation 400 East Avenue Rochester NY 14607 421716011 General Partner in L.P. Transactions NY N/A C 0 0 1 0 1 1 0 0 0 0 1 0 1 0 1 1 1 1 1 1 Schedule R, Part II Pathstone Corporation is also related to other tax-exempt organizations included in a group return.