Prudential Checklist

THE NHP FOUNDATION AND ITS AFFILIATED ENTITIES

NOTES TO CONSOLIDATED FINANCIAL STATEMENTS - CONTINUED YEARS ENDED DECEMBER 31, 2019 and 2018

NOTE 8 - NOTES RECEIVABLE AND ACCRUED INTEREST Notes receivable and accrued interest consist of the following:

2019 Note

2018 Note

2019 Accrued

2018 Accrued

Maturity

Interest

Affiliated Entity

Description

Balance

Balance

Interest

Interest

Date

Rate

Borrowers

Bayview

HTCC Loan

$

500,000

$

500,000

$

97,538

$

82,232

12/1/2054

2.70%

Bayview Preservation

Bayview

Seller Loan

10,238,570

10,285,139

123,873

169,151

12/1/2054

2.40%

Bayview Preservation

NHPF

HUD Loan

2,740,408

2,740,408

230,737

144,129

1/1/2049

2.75%

Benning Heights Investor

Miliken

Seller Loan

5,185,000

5,185,000

971,160

735,554

12/31/2056

7.00%

Ships Cove Preservation

Miliken

Reserve Note

1,252,000

1,252,000

316,676

210,797

12/31/2056

7.00%

Ships Cove Preservation

Cherry

Seller Loan

21,702

73,481

491

4,678

7/14/2046

3.86%

Cherry Estates L.P

Falls Church

Loan

705,830

514,250

102,878

53,207

11/4/2015

5.00%

Alexander House

Falls Church

Loan

-

2,000,000

-

82,355

Repaid

5.00%

Cambridge

Falls Church

Loan

367,575

-

12,218

-

6/30/2020

5.00%

Anacostia

Falls Church

Loan

34,800

-

1,559

-

Redevelopment

5.00%

Takoma

Forest

Seller Loan

940,978

1,433,253

3,177

15,442

3/19/2037

1.00%

Forest Park

Foxwood

Seller Loan

12,800,000

12,800,000

7,507,293

6,681,287

6/30/2046

4.24%

Foxwood Preservation

Hollybush

Seller Loan

5,622,390

5,817,528

108,122

130,695

12/31/2055

3.28%

Hollybush Preservation

Jamestown

Acquisition Loan

3,000,000

3,000,000

92,700

397,505

8/25/2024

2.99%

Cleme

Jamestown

Acquisition Loan

1,260,000

1,200,000

90,679

51,901

8/25/2024

2.99%

Cleme

NHPF

Mortgage

184,250

184,250

66,915

58,179

11/30/2049

8.00%

Harvest Home

NHPF

Sponsor Loan

855,801

983,399

6,062

7,013

2/15/2025

8.50%

Clipper

NHPF

Sponsor Loan

1,450,000

1,450,000

178,689

164,188

3/19/2037

1.00%

Forest Park

NHPF

Sponsor Loan

1,045,000

1,045,000

120,800

118,442

3/1/2044

1.00%

Walnut Square

NHPF

Sponsor Loan

600,000

600,000

69,374

68,515

3/1/2044

1.00%

Walnut Square

NHPF

Sponsor Loan

250,000

250,000

157,755

134,865

3/1/2027

5.15%

Walnut Square

NHPF

Sponsor Loan

236,721

254,720

1,200

799

12/31/2051

1.00%

Roundtree

Mark Twain

Promissory Note

1,614,337

1,718,958

130,854

-

4/1/2060

8.00%

Mark Twain

Orange

Seller Loan

17,800,000

17,800,000

4,684,996

4,370,371

12/31/2052

3.53%

Orange Preservation

Plaza B

Gap Loan

109,190

109,190

15,800

15,695

6/1/2046

3.14%

Plaza B II

Plaza B

Seller Loan

4,250,669

4,250,669

787,254

645,633

6/1/2046

3.14%

Plaza B II

Plaza B

Reserve Note

336,256

336,256

61,289

49,881

6/1/2046

3.14%

Plaza B II

NHPF

Promissory Note

1,111,865

511,343

66,136

-

12/18/2044

8.00%

St Luke's GP

St Luke GP

Promissory Note

1,111,865

511,343

66,136

-

12/18/2044

8.00%

St Luke's Preservation

St. Luke's

Seller Loan

4,815,000

4,815,000

2,440,653

2,150,204

12/18/2044

4.17%

St Luke's Preservation

Takoma

Bridge Loan

74,446

-

-

-

Conversion

0.00%

NHPF

Nannie Helen Owner

Bridge Loan

322,388

-

939

-

Conversion

5.40%

NHPF

St Lukes

Promissory Note

454,410

-

-

-

N/A

0.00%

NHPF

Sub-total

81,291,451

81,621,187

18,513,953

16,542,718

Less: Allowance

(2,740,408)

(2,740,408)

(230,737)

(144,129)

Eliminations

(77,163,400)

(76,787,432)

(18,089,426)

(16,300,388)

Total

$

1,387,643

$

2,093,347

$

193,790

$

98,201

[1] - Loan is due by the third equity installment received at rental achievement. [2] - Loan is included in a promissory note dated March 11, 2019 and the previous note was cancelled. The maturity date is the earlier of (i) Borrower's closing on the LIHTC, (ii) Borrower's sale of the Alexander House Apartments and (iii) March 11, 2022.

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