2025-11-16T12:27:13-06:00 2024-12-31 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990PF 2024-01-01 043246547 BCLF MANAGED ASSETS CORPORATION BCLF 6174278600 1785 COLUMBUS AVENUE 6TH FLOOR BOSTON MA 02119 JACQUELYN BARRY HAMILTON CHIEF FINANCIAL OFFICER 6174278600 2025-11-14 1 1 MATTHEW MCGINNIS CPA P01585083 5083669100 2025-11-14 2024 2025-03-06 01:10:19Z X X 14509312 X X 720320 720320 0 3727529 0 4447849 720320 414164 0 414164 140335 0 140335 41713 0 41713 83062 0 83062 1210754 29010 1181744 4800 0 0 120554 0 120554 2015382 29010 1981572 0 0 2015382 29010 1981572 2432467 691310 15583091 11534633 11534633 2147182 1633030 2147182 2147182 7500 9900 9900 0 817597 817597 17223621 14509312 14509312 170438 1504857 2096051 67532 0 1742827 2096051 X 15480794 12413261 15480794 12413261 17223621 14509312 15480794 2432467 0 17913261 5500000 12413261 9609 0 9609 0 9609 5239 0 0 0 5239 167 4537 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 WWW.BLUEHUBCAPITAL.ORG THE CORPORATION 6174278600 1785 COLUMBUS AVENUE 6TH FLOOR BOSTON MA 02119 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHARLES CLARK 1785 COLUMBUS AVENUE 6TH FLOOR BOSTON MA 02119 CHAIRMAN OF THE BOARD 1.00 0 0 0 REESE FAYDE 1785 COLUMBUS AVENUE 6TH FLOOR BOSTON MA 02119 VICE CHAIR OF THE BOARD 1.00 0 0 0 SARAH LINCOLN 1785 COLUMBUS AVENUE 6TH FLOOR BOSTON MA 02119 TREASURER 1.00 0 0 0 REVEREND JAMES WALSH SJ 1785 COLUMBUS AVENUE 6TH FLOOR BOSTON MA 02119 CLERK 1.00 0 0 0 EDWARD DUGGER III 1785 COLUMBUS AVENUE 6TH FLOOR BOSTON MA 02119 BOARD MEMBER 1.00 0 0 0 JULIE GOULD 1785 COLUMBUS AVENUE 6TH FLOOR BOSTON MA 02119 BOARD MEMBER 1.00 0 0 0 MARIA MAFFEI 1785 COLUMBUS AVENUE 6TH FLOOR BOSTON MA 02119 BOARD MEMBER 1.00 0 0 0 VICTOR R RIVERA 1785 COLUMBUS AVENUE 6TH FLOOR BOSTON MA 02119 BOARD MEMBER 1.00 0 0 0 MERCEDES TOMPKINS 1785 COLUMBUS AVENUE 6TH FLOOR BOSTON MA 02119 BOARD MEMBER 1.00 0 0 0 KAREN KELLEHER 1785 COLUMBUS AVENUE 6TH FLOOR BOSTON MA 02119 PRESIDENT, BLUEHUB LOAN FUND 0.00 0 0 0 ELYSE CHERRY 1785 COLUMBUS AVENUE 6TH FLOOR BOSTON MA 02119 CEO & EX-OFFICIO 10.00 198911 55238 2720 DEWITT JONES 1785 COLUMBUS AVENUE 6TH FLOOR BOSTON MA 02119 PRESIDENT & EX-OFFICIO 20.00 89876 14204 24992 LISA ZAPPALA 1785 COLUMBUS AVENUE 6TH FLOOR BOSTON MA 02119 CHIEF FINANCIAL OFFICER (UNTIL 9/2024) 2.00 17942 8994 1287 JACQUELYN BARRY HAMILTON 1785 COLUMBUS AVENUE 6TH FLOOR BOSTON MA 02119 CHIEF FINANCIAL OFFICER (AS OF 9/2024) 0.00 0 0 0 EMILY KAMINSKY 1785 COLUMBUS AVENUE 6TH FLOOR BOSTON MA 02119 DIRECTOR, IMPACT & C 12.00 42495 2605 446 E MATTHEW GAUTIERI 1785 COLUMBUS AVENUE 6TH FLOOR BOSTON MA 02119 SVP, CONTROLLER 4.00 23753 1495 4385 AUTUMN MCLAUGHLIN 1785 COLUMBUS AVENUE 6TH FLOOR BOSTON MA 02119 SVP, STRATEGIC COMMU 4.00 19062 1142 2698 0 UNITED FUND ADVISORS 1455 NW IRVING STREET SUITE 590 PORTLAND OR 97209 NMTC CLOSING FEES 1128926 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 AUDIT AND TAX SERVICES 75850 0 THE ORGANIZATION DEVELOPS NEW BUSINESS INITIATIVES AND INNOVATIVE FUNDING VEHICLES FOR LOW-INCOME INDIVIDUALS AND COMMUNITIES. 1717627 N/A 0 0 0 14329034 0 14329034 2147182 0 14329034 214936 14114098 705705 705705 9609 9609 696096 0 696096 0 696096 1981572 0 1981572 696096 0 0 3370011 145713 357984 3873708 1981572 0 0 0 696096 1285476 0 0 5159184 0 0 0 0 0 0 0 5159184 3370011 145713 357984 1285476 X 0 0 PROGRAM REVENUE & FEES 3727529 14 720320 0 720320 3727529 4447849 1A MANAGEMENT FEES ASSOCIATED WITH ITS PARTICIPATION IN THE UNDERWRITING OF QUALIFIED LOW-INCOME COMMUNITY INVESTMENTS AND UPFRONT FEES 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 83062 0 83062 INVESTMENTS IN AFFILIATES AT COST 9900 9900 DUE FROM AFFILIATES 817597 817597 TRANSFER OF NET ASSETS WITHOUT DONOR RESTRICTIONS 5500000 MARKETING 26577 0 26577 INSURANCE & FILING FEES 18985 0 18985 OFFICE OPERATIONS EXPENSE 62895 0 62895 ORGANIZATIONAL SUPPORT 12097 0 12097 PROGRAM REVENUE & FEES 3727529 3727529 DUE TO AFFILIATES 67532 0 NMTC EXPENSE 1154728 0 1154728 CONSULTANTS 27016 0 27016 INVESTMENT FEES 29010 29010 0 THE REDUCTION CLAIMED REPRESENTS FEE INCOME FROM CDESUBALLOCATIONS WHICH HAS NOT YET BEEN RECEIVED AND THEREFORE NOTAVAILABLE FOR DISTRIBUTION. FEDERAL TAXES 4800 0 0