2016-08-09T11:16:27-05:00 2015-09-30 161187988 Heveron & Company CPAs PLLC 260 Plymouth Avenue South Rochester NY 14608 990 2014-10-01 160984913 PATHSTONE CORPORATION INC PATH 5855467180 400 EAST AVENUE ROCHESTER NY 14607 Kevin Ryck CFO 5855467180 2016-08-02 1 Stephanie Annunziata P00195472 5852322956 2016-08-02 2014 2016-12-15 16:53:06Z Kevin Ryck 400 EAST AVENUE ROCHESTER NY 14607 30110793 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. 30 30 808 210 0 0 466633 491986 28088111 28884431 112770 170128 518976 564248 29186490 30110793 2886683 2870902 0 0 18819841 19461997 0 0 124451 7138743 7385833 28845267 29718732 341223 392061 28779404 30252701 8950616 9350265 19828788 20902436 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 8486793 792428 9440007 EMPLOYMENT AND TRAINING SERVICES: Provides quality job training and employment services leading to gainful employment at livable wages for individuals who are unemployed or underemployed. The services offered are: skills assessment, career exploration and job training, placement, and retention. Those served include: farm workers, seniors, returning citizens, residents of targeted communities and other low wage workers. There are 3,483 people enrolled in programs and 877 people placed in jobs. The organization currently offers these services in the following locations: New Jersey, New York, Ohio, Pennsylvania, Puerto Rico, Vermont, and Virginia. 6316502 408607 6919428 CHILD AND FAMILY DEVELOPMENT: Assists children to mature socially, emotionally, educationally and nutritionally as well as providing family engagement activities that strengthen well-being and self-sufficiency. The services offered are: child preparation for School Readiness, full-day child care provided at Head Start and Pre-K Counts classrooms, distribute free books and literacy information to parents, and provide nutritious meals to children. Those served include: children and families. There are 635 children served in Migrant and Regional Head Start programs and 100 children served in Early Head Start programs. The organization currently offers these services in the following locations: New Jersey and Pennsylvania. 5405818 835161 6464246 HOUSING SERVICES: Provides supportive services for residents of rental housing, including social, educational and recreational programs based on residents' needs and interests. The services offered are: individual counseling and life skills, education and enrichment programs for adults and children, domestic violence services, supportive and safe housing for individuals and families, referrals to area agencies, and also community and leadership development for tenants. There are 3,859 participants receiving services, 152 residents actively engaged I community improvement work, 161 supportive housing units, and 37 women who were victims of domestic violence and their children received emergency shelter services. The organization currently offers these services in: New York. 5597159 834706 6305627 OTHER SERVICES INCLUDING: Health and safety education, prevention and intervention services; economic development services to provide guidance to low- to moderation-income individuals wishing to start or expand their businesses and provide credit to businesses that provide jobs to low- to moderate-income individuals; emergency and support services assisting disadvantaged families, including farmworkers and those with limited English skills to overcome basic need barriers and enable them to pursue self-sufficiency; youth and adult education which enables youth to recognize the educational and career opportunities as they pursue lifelong goals; and real estate development which develops and manages affordable housing for low- and moderate-income people and provides supportive services for residents thereof. Areas served include Indiana, New Jersey, New York, Ohio, Pennsylvania, Puerto Rico, and Vermont. 5597159 834706 6305627 25806272 1 1 0 0 0 0 0 0 0 1 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 1 100 0 1 808 1 0 0 0 0 0 0 0 0 0 0 X 30 30 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 NY NJ PA X X The Organization 5855467180 400 EAST AVENUE ROCHESTER NY 14607 Mark St John Chairperson 3.10 X X 0 0 0 Andres Ramos Vice Chairperson 3.10 X X 0 0 0 Arlene Wilson Treasurer 1.40 X X 0 0 0 Joy Pacheco Secretary 1.00 X X 0 0 0 Ignacio Jimenez Board Member 0.60 X 0 0 0 Deanna Leibowitz-Mehmeti Board Member 1.80 X 0 0 0 Abraham Hernandez Board Member 1.00 X 0 0 0 Shelby Stenson Board Member 0.70 X 0 0 0 Heather Abbott Board Member 0.80 X 0 0 0 BK Gaur Board Member 1.70 X 0 0 0 Ester Cruz Board Member 1.00 X 0 0 0 Nicole Terry Board Member 1.50 X 0 0 0 Fernando Santiago Board Member 0.70 X 0 0 0 Eric Shoen Board Member 0.70 X 0 0 0 Ida Perez Board Member 1.40 X 0 0 0 Louise Parker Board Member 0.70 X 0 0 0 Monique Oliva Board Member 0.30 X 0 0 0 Gabriela Solano Board Member 1.20 X 0 0 0 Tammy Luevano Board Member 3.10 X 0 0 0 George Master Board Member 1.80 X 0 0 0 Patricia Mogan Board Member 1.80 X 0 0 0 Brooke Amber Kissinger Board Member 1.20 X 0 0 0 Carolyn Herrera Board Member 1.80 X 0 0 0 Miguel Sanchez Aponte Board Member 2.50 X 0 0 0 Wifredo Rivera Board Member 0.60 X 0 0 0 Bill Kilgore Board Member 3.10 X 0 0 0 Maria Adame Board Member 1.20 X 0 0 0 Robert Young Board Member 1.80 X 0 0 0 Marilyn Negron Board Member 0.40 X 0 0 0 Hugo Rivera Board Member 0.40 X 0 0 0 Stuart Mitchell President and CEO 40.00 X 199218 0 10461 Kevin Ryck Chief Financial Officer 40.00 X 156075 0 8304 Jeffrey Lewis SR VP of Direct Services 40.00 X 139253 0 7463 Kay Washington SR VP of Direct Services 40.00 X 130485 0 7024 Kathryn Bryan Sr VP Property Management 40.00 X 127741 0 6887 Monica McCullough Sr VP of Housing Comm Deve 40.00 X 142892 0 7645 Nita D'Agostino Executive Director of PDA 40.00 X 121682 0 6584 1017346 0 54368 9 0 1 0 Spoleta Construction C/O the Organization Rochester NY 14607 Redevlopment Contractor 187320 Zargar Mechanical Service Inc C/O the Organization Rochester NY 14607 Weatherization Contractor 186855 Marsh Insulation & Air Seal C/O the Organization Rochester NY 14607 Weatherization Contractor 174355 Express Services Inc C/O the Organization Rochester NY 14607 Temporary Employment Services 127432 4 95161 396825 12087 491986 Adult Training and Employment 561300 9440007 9440007 Child and Family Development 624200 6919428 6919428 Housing Services 531390 6464246 6464246 Housing Development 531390 2278172 2278172 Youth & Adult Education 624200 2066339 2066339 1716239 1716239 28884431 170128 170128 319371 0 319371 319371 319371 Other Income 900099 244877 244877 244877 30110793 29129308 0 489499 2870902 2870902 383287 362830 20457 12622847 11320569 1292271 10007 889022 788164 99693 1165 1183723 1029243 151739 2741 4383118 3807888 564905 10325 325137 145892 179245 134906 134906 478621 350278 115136 13207 2950579 2634806 256138 59635 89151 89151 2737420 2621266 114431 1723 164394 68456 94312 1626 11245 3655 7590 181642 15976 165666 208766 95375 113391 Supportive Services 43453 40058 3395 Delegate Agencies 40537 40537 Construction Related Ex 2578 2578 17404 10687 6547 170 29718732 25806272 3788009 124451 655129 355902 2036067 3647097 3536313 3596877 208209 448046 14843924 14277087 271506 169398 5650674 1290441 3845733 4360233 3252387 3252387 66241 63750 63895 81924 28779404 30252701 4631927 5168320 1101433 1261922 3214170 2416937 3086 503086 8950616 9350265 X 8984816 9429696 10843972 11472740 19828788 20902436 28779404 30252701 X 392061 681587 X 0 1 X 1 1 1 X 318859 392240 532503 466633 396825 2107060 34390978 32609942 29317215 27952304 28884431 153154870 34709837 33002182 29849718 28418937 29281256 155261930 110000 80000 5000 39000 45000 279000 0 110000 80000 5000 39000 45000 279000 154982930 316699 309059 295905 295487 489499 1706649 316699 309059 295905 295487 489499 1706649 606514 629374 281769 359979 244877 2122513 35633050 33940615 30427392 29074403 30015632 159091092 0.97420 0.97130 0.01070 0.00970 X Schedule A, Part III, Line 12, Explanation of Other Income: Other Income from Related Activity RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2144408 9025 -49029 85000 2019404 1878190 8000 343218 85000 2144408 1765597 2923 228768 85000 1912288 1957087 250 -76204 115536 1765597 1617503 55600 363984 80000 1957087 0.09660 0.76630 0.13710 0 1 1 98150 98150 2365934 1082001 1283933 266282 208440 57842 2920308 2920308 4360233 Investment in Subsidiary 3252387 C 3252387 Notes payable to related parties 503086 503086 Part V, Line 4: A percentage of the Fund's market value as determined by the board of directors of a related organization of PathStone Corporation each year shall be distributed for the use by the related organization in support of its programs for women. Part V, line 2: During the 2013 tax year, the Organization reclassified $34,098 of endowment funds to account for endowment pledges receivable. This adjustment is reflected in the prior year beginning balance. 1 Training 1928 1208065 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 7569 976201 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 279 686636 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 Stuart Mitchell President and CEO 199218 0 0 0 0 0 9961 0 500 0 209679 0 0 0 Kevin Ryck Chief Financial Officer 156075 0 0 0 0 0 7804 0 500 0 164379 0 0 0 Monica McCullough Sr VP of Housing Comm Deve 142892 0 0 0 0 0 7145 0 500 0 150537 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 11 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 January of 2016. PathStone utilizes a salary scale to determine the salary of each employee. Job descriptions are evaluated based on a 17 point rating system. The number of points corresponding to each job description determines which of 11 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 681,587. Alloway Housing Development Fund Corporation 7 Prince Street Rochester NY 14607 203574586 Affordable Housing NY 501(c)(3) Line 11a, 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 11a, 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 11a, 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 7 PathStone Corporation 0 PathStone Development Corporation 7 Prince Street Rochester NY 14607 161265765 Affordable Housing NY 501(c)(3) Line 11a, I PathStone Corporation 0 PathStone Housing Action Corporation 400 East Avenue Rochester NY 14608 161183242 Affordable Housing NY 501(c)(3) Line 9 PathStone Corporation 0 PathStone Wedgepoint Housing Development Fund Corporation 400 East Avenue Rochester NY 14608 473009756 Affordable Housing NY 501(c)(3) Line 11a, I PathStone Development Corporation 0 Pinnacle Housing Development Fund Corporation 7 Prince Street Rochester NY 14607 460839248 Affordable Housing NY 501(c)(3) Line 11a, 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 9 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 11a, I PathStone Development Corporation 0 The Housing Council at PathStone 75 College Avenue Rochester NY 14607 160991179 Home Ownership NY 501(c)(3) Line 11a, I PathStone Corporation 0 Towpath Housing Development Fund Corporation 7 Prince Street Rochester NY 14607 453779513 Affordable Housing NY 501(c)(3) Line 11a, I PathStone Development 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 Apple Meadow Ltd LP 400 East Avenue Rochester NY 14607 310970627 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 Stanton Meadows Townhomes LP 400 East Avenue Rochester NY 14607 161551902 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 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 0 1 0 1 0 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.