Document Submission
Electronic
Please submit all financial statements, tax returns, analytical review support documentation and independence letters via an electronic pdf file.- Email PDF files to yereporting@nefinc.org
- Include a detailed subject line explaining contents of email
- Example “LP Name - Final Audit”
- If report is a revised version put “REVISED” in the subject line
- Example: "LP Name - REVISED Final Audit”
- Example: "LP Name - REVISED Draft Tax Return”
- Do not encrypt or password-protect file submissions
- Ensure that all final audit opinions are signed, dated and appear on the CPA’s letterhead
We prefer electronic submissions; if you must mail year-end information, please send unbound materials to:
National Equity Fund, Inc.
Attn: Year-End Reporting Dept.
120 S. Riverside Plaza
15th floor
Chicago, IL 60606
Featured Project: Verne Barry Place
Verne Barry Place is a creative example of building preservation and adaptation in Grand Rapids, Mich., designed to meet the needs of some of the area’s lowest-income residents. NEF invested $13.5 million on behalf of eight investors to fund this impressive "green" development.
The 116-unit supportive housing project, developed by Dwelling Place, Inc., features seven commercial spaces and serves homeless residents, including veterans.
View project profile.
NEF Project Portfolio >GO
Key Reporting Deadlines
November 30, 2009
Audit Engagement Letter
January 15, 2010
Waived Audit Documentation
February 15, 2010
Draft Financial Statements
Draft Tax Returns
February 28, 2010
Final 2009 Audit Report
Final 2009 Tax Return
Independence Letters
Analytical Review Support