CDFI (Community Development Financial Institutions) Fund New Markets Tax Credit Projects

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Details Low-income community investments
Topics CDFI Fund, low-income businesses, low-income investments, New Markets Tax Credit (NMTC) program, Qualified Equity Investments (QEIs), Qualified Active Low-Income Community Businesses (QALICBs), Qualified Low-Income Community Investments (QLICIs), Real Estate, Non-Real Estate, Community Development Entity (CDE), Low-Income Communities (LICs)
Source Community Development Financial Institutions Fund, US Department of the Treasury
Years Available 2013-2017, 2018-2022
Geographies ZIP code, census tract, state, points
Public Edition or Subscriber-only Public Edition
Download Available yes
For more information https://www.cdfifund.gov/Documents/Forms/DataReleases.aspx
https://www.cdfifund.gov/programs-training/Programs/new-markets-tax-credit/Pages/default.aspx
Last updated on PolicyMap August 2024

Description:

The Community Development Financial Institutions (CDFI) Fund, a division of the U.S. Department of the Treasury, collects data from Community Development Entities (CDEs) based on information submitted through the New Markets Tax Credit (NMTC) program. NMTC awards are allocated to CDEs investing in operating businesses and real estate projects located in Low-Income Communities (LICs). This dataset is an aggregated collection of these projects, totaling the number, project type, and dollar value of investments reported from 2010 through 2019. Calculations were conducted by PolicyMap to create summary values based on geography and by project type.

Total values were aggregated to state and zip code based on the address provided for the transaction. The CDFI Fund provided 2000 or 2010 census tracts associated with each transaction. Dollar values for transactions in multiple tracts were averaged across all tracts associated with the project. The total number of transactions for census tracts in an area may not be equivalent to totals by state and zip code.

NMTC investments are also aggregated to CDEs, using the list of certified CDEs made available by the CDFI Fund. Only entities certified as CDEs may receive NMTC allocations. PolicyMap geocoded 276 CDEs with New Markets transactions as reported from 2005 – 2012, and was able to locate 100% of the addresses on a map.

CDE Locations are no longer updated by the source. PolicyMap will remove this data in 2020 unless the dataset is updated or another source is found.

Available Data Layers & Indicators (16)
Total dollar amount of Qualified Low-Income Community Investments (QLICIs) for business financing, microenterprise, or other purposes from 2013 to 2017.
Total dollar amount of Qualified Low-Income Community Investments (QLICIs) for business financing, microenterprise, or other purposes from 2018 to 2022.
Total dollar amount of Qualified Low-Income Community Investments (QLICIs) for new construction projects from 2013 to 2017.
Total dollar amount of Qualified Low-Income Community Investments (QLICIs) for new construction projects from 2018 to 2022.
Total dollar amount of Qualified Low-Income Community Investments (QLICIs) for non-real estate projects from 2013 to 2017.
Total dollar amount of Qualified Low-Income Community Investments (QLICIs) for non-real estate projects from 2018 to 2022.
Total dollar amount of Qualified Low-Income Community Investments (QLICIs) for real estate projects from 2013 to 2017.
Total dollar amount of Qualified Low-Income Community Investments (QLICIs) for real estate projects from 2018 to 2022.
Total dollar amount of Qualified Low-Income Community Investments (QLICIs) for rehabilitation projects from 2013 to 2017.
Total dollar amount of Qualified Low-Income Community Investments (QLICIs) for rehabilitation projects from 2018 to 2022.
Total dollar amount of Qualified Low-Income Community Investments (QLICIs) from 2013 to 2017.
Total dollar amount of Qualified Low-Income Community Investments (QLICIs) from 2018 to 2022.
Total number of Community Development Entities (CDEs) with New Markets Tax Credit investments from 2013 to 2017.
Total number of Community Development Entities (CDEs) with New Markets Tax Credit investments from 2018 to 2022.
Total number of New Markets Tax Credit (NMTC) projects from 2013 to 2017.
Total number of New Markets Tax Credit (NMTC) projects from 2018 to 2022.