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nmtc-allocations-sample

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private-credit-and-finance
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finance
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Free teaser: 25-row sample + aggregate summary

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  1. README.md +127 -0
  2. sample.csv +26 -0
  3. summary_by_state.csv +55 -0
README.md ADDED
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+ ---
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+ license: other
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+ license_name: tensorust-sample-license
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+ license_link: https://tensorust.com/datasets/nmtc-allocations/
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+ pretty_name: "New Markets Tax Credit Projects (free sample)"
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+ language:
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+ - en
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+ tags:
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+ - tensorust
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+ - sample
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+ - private-credit-and-finance
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+ - government-data
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+ - finance
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+ size_categories:
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+ - n<1K
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+ configs:
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+ - config_name: sample
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+ data_files:
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+ - split: train
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+ path: sample.csv
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+ - config_name: summary
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+ data_files:
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+ - split: train
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+ path: summary_by_state.csv
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+ ---
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+
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+ # New Markets Tax Credit Projects: free sample (Tensorust LLC)
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+
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+ All 8,439 NMTC projects ($71.0B of QLICIs) with CDE, tract and 7-year exit year; 2,639 unwind in 2025-2031.
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+
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+ **Headline:** Every project in the CDFI Fund's NMTC public data release: 8,439 projects and $71.0B of qualified low-income community investments reported FY2003-FY2023.
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+
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+ This repository is a **free teaser**, not the dataset. It holds 25 example rows and a summary table with no names in it. The full file has **8,439 rows** and is sold by Tensorust LLC: **[https://tensorust.com/datasets/nmtc-allocations/](https://tensorust.com/datasets/nmtc-allocations/)**.
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+
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+ ## Files here
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+
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+ | file | what it is |
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+ |---|---|
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+ | `sample.csv` | 25 rows of the full file (the same sample shown on tensorust.com) |
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+ | `summary_by_state.csv` | row counts and totals by state across the full file, no entity names (groups with fewer than 3 rows are folded into "Other") |
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+
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+ ## Summary by state (largest groups)
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+
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+ | State | rows | QLICI amount (USD) |
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+ |---|---|---|
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+ | MO | 695 | 2,742,760,193 |
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+ | CA | 663 | 6,275,986,551 |
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+ | OH | 656 | 3,862,673,788 |
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+ | IL | 423 | 2,787,050,537 |
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+ | WI | 397 | 2,748,571,866 |
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+ | TX | 331 | 3,280,458,183 |
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+ | MA | 314 | 2,468,727,711 |
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+ | NY | 313 | 4,132,157,423 |
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+ | MN | 289 | 1,771,389,665 |
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+ | LA | 278 | 2,970,528,264 |
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+ | PA | 257 | 2,622,514,462 |
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+ | FL | 251 | 2,160,789,434 |
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+ | TOTAL | 8,439 | 71,018,792,856 |
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+
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+ Full table: `summary_by_state.csv`.
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+
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+ ## What the full file has
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+
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+ - 8,439 rows
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+ - Key fields: project_id, census_tract_2020, metro_2020, origination_year, cde_name, project_qlici_amount, estimated_total_project_cost, city, state, zip
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+ - Parquet and CSV, a README with sources, method and limits, and the build script
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+ - Free 25-row sample (no personal contact data)
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+
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+ Coverage: All 8,439 projects reported to the CDFI Fund through FY2023 (originations 2003-2023). CDFI Fund NMTC Public Data Release, FY2003-FY2023 data, published Aug 6, 2026.
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+
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+ ### Columns in the full file
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+
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+ | column | meaning |
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+ |---|---|
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+ | `project_id` | CDFI Fund project id |
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+ | `census_tract_2020` | 2020 census tract FIPS |
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+ | `metro_2020` | Metro or non-metro county |
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+ | `origination_year` | Origination year |
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+ | `cde_name` | Community Development Entity (allocatee) |
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+ | `project_qlici_amount` | Project QLICI amount ($) |
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+ | `estimated_total_project_cost` | Estimated total project cost ($) |
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+ | `city` | City |
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+ | `state` | State |
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+ | `zip` | ZIP |
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+ | `qalicb_type` | QALICB type (RE real estate, NRE non-real estate) |
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+ | `multi_cde` | Financed by more than one CDE |
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+ | `multi_tract` | Spans multiple tracts |
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+ | `qlici_notes` | Financial notes in the project |
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+ | `cdes_on_notes` | CDEs on the notes |
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+ | `purposes` | Purposes of investment on the notes |
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+ | `first_note_year` | Earliest note origination |
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+ | `last_note_year` | Latest note origination |
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+ | `compliance_exit_year` | Origination year + 7 |
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+ | `exit_stage` | Exit timing bucket |
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+ | `leverage_ratio` | Total cost / QLICI |
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+ | `est_credit_value` | 39 percent of QLICI (the federal credit over 7 years) |
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+ | `real_estate_project` | QALICB is real estate |
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+ | `cde_org_id` | Ontology id for the CDE |
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+ | `cde_org_sources` | Ontology sources for the CDE |
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+ | `cde_total_qlici_in_file` | Total QLICI by this CDE in the file ($) |
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+
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+ ## Get the full file
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+
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+ | tier | price | includes |
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+ |---|---|---|
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+ | Exit-window file | $350 | Every project exiting 2025-2031 (2,639 rows) with CDE, amounts and tracts. |
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+ | Full project file | $1,200 | All 8,439 projects and the note-level detail, CSV and Parquet. |
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+ | Full file with annual updates | $3,000 a year | Full file re-run on each CDFI Fund release plus CDE allocation history, for 12 months. |
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+
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+ Email **mattbusel@tensorust.com** with the tier and a billing contact, and we will send a proper invoice (ACH or card). The file is delivered once the invoice is paid. Details and the live sample: [https://tensorust.com/datasets/nmtc-allocations/](https://tensorust.com/datasets/nmtc-allocations/). All datasets: https://tensorust.com/datasets/
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+
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+ ## Method and limits
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+
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+ Projects sheet as published, with notes aggregated per project. The exit year assumes the standard 7-year credit period from origination; actual put dates follow each deal. The credit value is the statutory 39 percent of the QLICI amount.
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+
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+ Not the QALICB borrower names (the CDFI Fund does not publish them) and not deal documents. Not allocation awards to CDEs (that is the CDFI Award Ledger). No personal data.
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+
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+ ## Sources
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+
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+ - CDFI Fund NMTC Public Data Release (Projects and Financial Notes data sets), Aug 2026
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+ - Tensorust ontology organizations (CDE match)
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+
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+ ## License
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+
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+ The sample and summary here are free to view, analyze and cite with attribution to "Tensorust LLC, https://tensorust.com/datasets/nmtc-allocations/". The full dataset is licensed separately per tier. No resale or redistribution of Tensorust data without a written license.
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+
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+ Tensorust LLC, Tuckahoe NY. mattbusel@tensorust.com | https://tensorust.com
sample.csv ADDED
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1
+ project_id,census_tract_2020,metro_2020,origination_year,cde_name,project_qlici_amount,estimated_total_project_cost,city,state,zip,qalicb_type,multi_cde,multi_tract,qlici_notes,cdes_on_notes,purposes,first_note_year,last_note_year,compliance_exit_year,exit_stage,leverage_ratio,est_credit_value,real_estate_project,cde_org_id,cde_org_sources,cde_total_qlici_in_file
2
+ CO0148,8037000401,Non-Metro,2023,"Stonehenge Community Development, LLC",62132500.0,81654147.0,Edwards,CO,81632,SPE,YES,NO,10,"Capital One Community Renewal Fund, LLC; Colorado Enterprise Fund, Inc.; Colorado Growth and Revitalization Fund LLC; Empowerment Reinvestment Fund, LLC; Stonehenge Community Development, LLC",Real Estate – Construction/Permanent/Acquisition w/o Rehab – Commercial; Real Estate–Rehabilitation–Commercial,2023,2023,2030,exiting 2029-2031,1.31,24231675.0,False,,,910583572.33
3
+ FL0251,12057013501,Metro,2023,"Black Business Investment Fund, Inc.",61635000.0,63541237.0,Tampa,FL,33619,SPE,YES,NO,16,"Black Business Investment Fund, Inc.; CCG Community Partners, LLC; Cadence Community Capital, LLC; Capital One Community Renewal Fund, LLC; Corporation for Supportive Housing; Florida Community Loan Fund; River Gorge Capital, LLC",Real Estate – Construction/Permanent/Acquisition w/o Rehab – Commercial,2023,2023,2030,exiting 2029-2031,1.03,24037650.0,False,,,222270151.0
4
+ TN0187,47103975300,Non-Metro,2023,Rural Development Partners LLC,54825000.0,65473035.0,Fayetteville,TN,37334,NRE,YES,NO,11,"Legacy Economic Growth Fund, LLC; MuniStrategies, LLC; Rural Development Partners LLC; Waveland Community Development, LLC; Wells Fargo Community Development Enterprises, Inc.",Business Financing,2023,2023,2030,exiting 2029-2031,1.19,21381750.0,False,,,1002920039.0
5
+ AZ0135,4009940500,Non-Metro,2023,"CCG Community Partners, LLC",50610000.0,66250303.0,Peridot,AZ,85542,RE,YES,NO,12,"CCG Community Partners, LLC; Clearinghouse Community Development Financial Institution; DAKOTAS AMERICA LLC; Ecotrust CDE, LLC; Pacesetter CDE, Inc.; Wells Fargo Community Development Enterprises, Inc.",Business Financing; Real Estate – Construction/Permanent/Acquisition w/o Rehab – Commercial,2023,2023,2030,exiting 2029-2031,1.31,19737900.0,True,,,629960948.0
6
+ PA0287,42101008000,Metro,2023,"Community Hospitality Healthcare Services, LLC",47300000.0,89223192.0,Philadelphia,PA,19143,RE,YES,NO,10,"Building America CDE, Inc.; CCG Community Partners, LLC; Community Hospitality Healthcare Services, LLC; PIDC Community Capital; PNC Community Partners, Inc.",Real Estate–Rehabilitation–Commercial,2023,2023,2030,exiting 2029-2031,1.89,18447000.0,True,,,622313500.0
7
+ WI0437,55113940001,Non-Metro,2023,"Impact Seven, Incorporated",43396750.0,48712539.0,Hayward,WI,54843,SPE,YES,NO,12,"Forward Community Investments, Inc.; IFF; Impact Seven, Incorporated; Local Initiatives Support Corporation; USBCDE, LLC",Real Estate – Construction/Permanent/Acquisition w/o Rehab – Commercial,2023,2023,2030,exiting 2029-2031,1.12,16924732.0,False,org:IMPACT SEVEN,"dol_5500,usaspending",190224545.0
8
+ NY0333,36005003500,Metro,2023,"NYCR-CDE,LLC",43262500.0,47500000.0,Bronx,NY,10455,SPE,YES,NO,13,"Chase New Markets Corporation; NYC Neighborhood Capital Corporation; NYCR-CDE,LLC; Self-Help Ventures Fund; The Community Builders CDE LLC",Real Estate – Construction/Permanent/Acquisition w/o Rehab – Commercial,2023,2023,2030,exiting 2029-2031,1.1,16872375.0,False,,,309942500.0
9
+ TN0190,47093002800,Metro,2023,"National New Markets Fund, LLC",43055000.0,56464935.0,Knoxville,TN,37921,SPE,YES,NO,10,"CCG Community Partners, LLC; Empowerment Reinvestment Fund, LLC; Mid-City Community CDE, LLC; National New Markets Fund, LLC; Truist Community Development Enterprises, LLC a Domestic Limited Liability Company",Business Financing; Real Estate – Construction/Permanent/Acquisition w/o Rehab – Commercial,2023,2023,2030,exiting 2029-2031,1.31,16791450.0,False,,,550267391.72
10
+ LA0309,22013970200,Non-Metro,2023,"PB Community Impact Fund, LLC",42370000.0,270023876.0,Gibsland,LA,71028,NRE,YES,NO,6,"AMCREF Community Capital, LLC; National New Markets Fund, LLC; PB Community Impact Fund, LLC",Business Financing; Real Estate – Construction/Permanent/Acquisition w/o Rehab – Commercial,2023,2023,2030,exiting 2029-2031,6.37,16524300.0,False,,,176355832.0
11
+ MS0219,28067950902,Non-Metro,2023,"Waveland Community Development, LLC",41486667.0,81617477.0,Ellisville,MS,39437,NRE,YES,NO,12,"Cadence Community Capital, LLC; Consortium America, LLC; MuniStrategies, LLC; Southern Bancorp Bank; Waveland Community Development, LLC",Business Financing; Real Estate – Construction/Permanent/Acquisition w/o Rehab – Commercial,2023,2023,2030,exiting 2029-2031,1.97,16179800.0,False,,,509375631.0
12
+ TN0186,47059090100,Non-Metro,2023,"CV Appalachian CDE, Inc.",41120000.0,41120000.0,Greeneville,TN,37745,RE,YES,NO,12,"CV Appalachian CDE, Inc.; Chase New Markets Corporation; Midwest Renewable Capital, LLC; MuniStrategies, LLC",Business Financing,2023,2023,2030,exiting 2029-2031,1.0,16036800.0,True,,,89920000.0
13
+ TN0196,47157011200,Metro,2023,"MBS Urban Initiatives CDE, LLC",40796650.0,71743564.0,Memphis,TN,38107,SPE,YES,NO,10,"Hope Enterprise Corporation; MBS Urban Initiatives CDE, LLC; Pathway Lending CDE, LLC; The Rose Urban Green Fund, LLC; USBCDE, LLC",Real Estate – Construction/Permanent/Acquisition w/o Rehab – Commercial; Real Estate–Rehabilitation–Commercial,2023,2023,2030,exiting 2029-2031,1.76,15910694.0,False,,,637356007.0
14
+ CA0739,6075060502,Metro,2023,San Francisco Community Investment Fund,40352000.0,41175511.0,San Francisco,CA,94134,SPE,YES,NO,4,Low Income Investment Fund; San Francisco Community Investment Fund,Real Estate – Construction/Permanent/Acquisition w/o Rehab – Commercial,2023,2023,2030,exiting 2029-2031,1.02,15737280.0,False,,,137621290.0
15
+ IL0451,17031280400,Metro,2023,FirstPathway Community Development LLC,39120000.0,54475289.0,Chicago,IL,60607,SPE,YES,NO,7,"FirstPathway Community Development LLC; Midwest Renewable Capital, LLC; Southside Community Optimal Redevelopment Enterprise, LLC",Real Estate–Rehabilitation–Commercial,2023,2023,2030,exiting 2029-2031,1.39,15256800.0,False,,,289405000.0
16
+ TX0351,48439104505,Metro,2023,"MBS Urban Initiatives CDE, LLC",38597500.0,40557177.0,Fort Worth,TX,76119,SPE,YES,NO,10,"Capital Impact Partners; Capital One Community Renewal Fund, LLC; MBS Urban Initiatives CDE, LLC; Pacesetter CDE, Inc.; PeopleFund NMTC, LLC",Real Estate – Construction/Permanent/Acquisition w/o Rehab – Commercial; Real Estate–Rehabilitation–Commercial,2023,2023,2030,exiting 2029-2031,1.05,15053025.0,False,,,637356007.0
17
+ CT0042,9009142300,Metro,2023,"Capital One Community Renewal Fund, LLC",37834000.0,39089290.0,New Haven,CT,6513,SPE,YES,NO,10,"Capital One Community Renewal Fund, LLC; Community Health Center Capital Fund, Inc.; MHIC NE New Markets CDE II LLC; The Community Builders CDE LLC; Urban Research Park CDE, LLC",Real Estate – Construction/Permanent/Acquisition w/o Rehab – Commercial; Real Estate–Rehabilitation–Commercial,2023,2023,2030,exiting 2029-2031,1.03,14755260.0,False,,,701261145.0
18
+ CO0147,8031001403,Metro,2023,Accion Opportunity Fund Community Development,37330000.0,39680000.0,Denver,CO,80223,SPE,YES,NO,6,"Accion Opportunity Fund Community Development; Capital One Community Renewal Fund, LLC; Colorado Growth and Revitalization Fund LLC",Real Estate – Construction/Permanent/Acquisition w/o Rehab – Commercial,2023,2023,2030,exiting 2029-2031,1.06,14558700.0,False,org:ACCION OPPORTUNITY FUND COMMUNITY DEVELOPMENT,"dol_5500,lda",504943039.0
19
+ IL0456,17031251900,Metro,2023,"BMO Harris New Markets Fund, LLC",36282500.0,36551828.48,Chicago,IL,60644,SPE,YES,NO,10,"BMO Harris New Markets Fund, LLC; Chase New Markets Corporation; Chicago Development Fund; Cinnaire New Markets LLC; ESIC New Markets Partners LP",Real Estate–Rehabilitation–Commercial,2023,2023,2030,exiting 2029-2031,1.01,14150175.0,False,,,432263297.26
20
+ WI0427,55019950400,Non-Metro,2023,"Impact Seven, Incorporated",34400000.0,61323808.0,Greenwood,WI,54437,NRE,YES,NO,6,"CEI Capital Management LLC; Impact Seven, Incorporated; Waveland Community Development, LLC",Business Financing; Real Estate – Construction/Permanent/Acquisition w/o Rehab – Commercial,2023,2023,2030,exiting 2029-2031,1.78,13416000.0,False,org:IMPACT SEVEN,"dol_5500,usaspending",190224545.0
21
+ AZ0137,4013112100,Metro,2023,Phoenix Community Development and Investment Corporation,34300000.0,34300000.0,Phoenix,AZ,85009,NRE,NO,NO,2,Phoenix Community Development and Investment Corporation,Real Estate–Rehabilitation–Commercial,2023,2023,2030,exiting 2029-2031,1.0,13377000.0,False,,,422443335.0
22
+ CA0749,6101050101,Metro,2023,CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT CORPORATION,33380000.0,44176972.0,Yuba City,CA,95991,SPE,YES,NO,6,"CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT CORPORATION; Central States Development Partners, Inc.; Clearinghouse Community Development Financial Institution",Real Estate – Construction/Permanent/Acquisition w/o Rehab – Commercial,2023,2023,2030,exiting 2029-2031,1.32,13018200.0,False,,,265705492.0
23
+ KS0050,20209043905,Metro,2023,"CBKC CDC, L.L.C.",33205000.0,33411064.0,Kansas City,KS,66102,NRE,YES,NO,6,"CBKC CDC, L.L.C.; Central States Development Partners, Inc.; Wells Fargo Community Development Enterprises, Inc.",Business Financing; Real Estate – Construction/Permanent/Acquisition w/o Rehab – Commercial,2023,2023,2030,exiting 2029-2031,1.01,12949950.0,False,,,264456621.21
24
+ NV0064,32031000105,Metro,2023,Accion Opportunity Fund Community Development,32980000.0,37075126.0,Reno,NV,89512,SPE,YES,NO,4,"Accion Opportunity Fund Community Development; Raza Development Fund, Inc.",Real Estate – Construction/Permanent/Acquisition w/o Rehab – Commercial,2023,2023,2030,exiting 2029-2031,1.12,12862200.0,False,org:ACCION OPPORTUNITY FUND COMMUNITY DEVELOPMENT,"dol_5500,lda",504943039.0
25
+ CA0751,6073012700,Metro,2023,"Civic Community Partners, Inc.",32025000.0,33947759.0,Chula Vista,CA,91910,SPE,YES,NO,6,"Civic Community Partners, Inc.; Corporation for Supportive Housing",Real Estate – Construction/Permanent/Acquisition w/o Rehab – Commercial,2023,2023,2030,exiting 2029-2031,1.06,12489750.0,False,,,230172500.0
26
+ SC0106,45083021805,Metro,2023,Local Initiatives Support Corporation,31825000.0,36354617.0,Spartanburg,SC,29303,SPE,YES,NO,8,"Chase New Markets Corporation; Local Initiatives Support Corporation; National New Markets Fund, LLC; Urban Action Community Development LLC",Business Financing,2023,2023,2030,exiting 2029-2031,1.14,12411750.0,False,org:LOCAL INITIATIVES SUPPORT,"dol_5500,usaspending",1341625219.56
summary_by_state.csv ADDED
@@ -0,0 +1,55 @@
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1
+ State,rows,QLICI amount (USD)
2
+ MO,695,2742760193
3
+ CA,663,6275986551
4
+ OH,656,3862673788
5
+ IL,423,2787050537
6
+ WI,397,2748571866
7
+ TX,331,3280458183
8
+ MA,314,2468727711
9
+ NY,313,4132157423
10
+ MN,289,1771389665
11
+ LA,278,2970528264
12
+ PA,257,2622514462
13
+ FL,251,2160789434
14
+ MS,208,1649069423
15
+ KY,200,1240232517
16
+ MI,170,1959886525
17
+ AL,166,1353987097
18
+ GA,162,2239532098
19
+ TN,161,1551897148
20
+ OR,158,1231386978
21
+ WA,150,1622312864
22
+ CO,146,978238476
23
+ NC,138,1306225437
24
+ NJ,138,1571643789
25
+ IN,129,1187774342
26
+ OK,129,1268063487
27
+ AZ,122,1060828657
28
+ MD,112,1390529208
29
+ SC,101,1132076214
30
+ UT,98,497875711
31
+ AR,95,680759365
32
+ VA,94,968393693
33
+ DC,85,1304518485
34
+ NE,76,532081197
35
+ RI,76,511464176
36
+ NV,71,452497235
37
+ IA,63,549147928
38
+ KS,53,410787863
39
+ NM,50,464240462
40
+ ME,46,473273479
41
+ WV,45,234437882
42
+ ID,44,334882600
43
+ MT,43,408122500
44
+ AK,38,337755629
45
+ CT,37,507082313
46
+ PR,36,219280101
47
+ VT,27,309078951
48
+ NH,25,319229660
49
+ HI,19,296833246
50
+ ND,17,149930892
51
+ SD,15,206918000
52
+ DE,15,149376069
53
+ WY,9,88333082
54
+ Other (groups under 3 rows),5,45200000
55
+ TOTAL,8439,71018792856