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HomeMy WebLinkAbout2023-06-15 2022 Annual Tax Abatement ReportDepartment of Community Investment, City of South Bend 56 Active Tax Abatements Corporation Project Information Confirming Resolution Number Start Pay Year Years Granted Expected End Pay Year Estimated Project Cost Actual Project Cost Estimated Completion Date Actual Completion Date Announced Retained Jobs Actual Retained Jobs Announced New Jobs Actual New Jobs Compliance* (0-6) 31 Nimtz Land, LLC (80-90 Industrial LLC) 80-90 Industrial LLC (6701 Nimtz Parkway) - RPTA 2019 4785-19 2021 6 2026 $ 12,940,000 $ 10,049,989 3/31/2020 11/5/2020 0 3 0 1 1 3602 Sample Street, LLC Seaflo (3602 Sample Street) - VBD 2019 4815-19 2022 5 2026 $ 350,000 $ 175,000 11/1/2019 11/1/2019 6 1 12 32 1 Ameriplex Superior Partners, LP Ameriplex Superior Partners (5231 Dylan Drive) - RPTA 2015 4484-15 2017 7 2023 $ 2,100,000 $ 2,075,030 8/31/2015 10/31/2015 62 0 8 0 1 Bakery Group LLC (Hometowne Dev LLC)Ward Bakery / Bakery Group - RPTA 2021 4909-21 Not Started 4 $ 3,750,000 4/15/2024 0 Bakery Group LLC (Hometowne Dev LLC)Ward Bakery / Bakery Group - VBD 2021 4911-21 Not Started 2 $ 3,750,000 4/15/2024 0 Bald Mountain LLC Bald Mountain, LLC (213-217 S. Main Street) - RPTA 2017 4693-17 2020 6 2025 $ 9,000,000 $ 4,616,000 8/31/2020 8/31/2020 15 32 1 Catalyst Three, LLC (1173 South Bend DST)Catalyst Three, LLC - RPTA 2019 4781-19 2022 8 2029 $ 16,000,000 $ 14,865,748 7/1/2021 7/1/2021 1 Catalyst, LLC Catalyst One, LLC and Catalyst Two, LLC - RPTA 2014 4378-14 2017 7 2023 $ 12,000,000 $ 12,596,003 3/21/2016 8 198 1 CBK Land Development LLC / Chase Plastics CBK Land Development LLC (Chase Plastics) - RPTA 2014 4406-14 2017 10 2026 $ 4,885,376 $ 5,163,301 12/31/2015 12/21/2015 12 12 13 7 1 CBK Land Development LLC / Chase Plastics CBK Land Development LLC (Chase Plastics) - RPTA 2019 4779-19 2023 7 2029 $ 3,500,000 $ 3,636,260 1/31/2020 5/26/2020 18 18 13 1 1 Colfax Hill Partners, LLC Colfax Hill Partners (525 E. Colfax) - RPTA 2014 4364-14 2017 8 2024 $ 3,000,000 $ 2,953,000 7/1/2016 9/28/2016 1 Commerce Center Development, LLC 300 E. LaSalle - RPTA 2017 4613-17 2020 10 2029 $ 35,475,000 $ 45,000,000 6/15/2022 6/15/2022 143 328 1 County Development LLC County Development LLC (425 &525 S. Mayflower) - RPTA 2016 4555-16 2018 6 2023 $ 9,207,178 $ 10,616,851 4/1/2017 3/23/2017 30 30 13 46 1 Delta Management Company, LLC Delta Management Company (4755 Ameritech Drive) - RPTA 2021 4895-21 2024 5 2028 $ 1,800,000 4/1/2022 6/30/2022 50 10 0 Five Corners LLC Five Corners LLC - RPTA 2019 4811-19 2022 7 2028 $ 4,315,000 $ 4,300,000 5/1/2021 87 35 1 GFC Holdings, LLC / Claeys Candy Claeys Candy (Nimtz Parkway) - RPTA 2021 4893-21 2023 9 2031 $ 5,500,000 $ 7,416,925 7/15/2022 10/31/2022 30 30 3 1 GLC Portage Prairie, LLC GLC Portage Prairie - RPTA 2015 4483-15 2018 8 2025 $ 7,000,000 $ 7,892,494 1/31/2017 12/31/2018 15 76 1 GLC Portage Prairie II, LLC GLC Portage Prairie II - RPTA 2017 4610-17 2020 9 2028 $ 7,700,000 $ 7,436,811 12/31/2018 12/31/2018 10 49 1 GLC Portage Prairie III, LLC GLC Portage Prairie III - RPTA 2017 4621-17 2019 6 2024 $ 14,250,000 $ 15,800,219 2/1/2018 12/31/2019 300 281 100 0 1 GLC Portage Prairie IV, LLC GLC Portage Prairie IV - RPTA 2019 4783-19 2021 6 2026 $ 7,200,000 $ 7,512,000 6/1/2021 1 GLC Portage Prairie V, LLC GLC Portage Prairie V - RPTA 2022 4957-22 Not Started 7 $ 15,000,000 12/1/2023 50 0 Greenleaf Holdco Pure Green Farms - RPTA 2022 4941-22 Not Started 9 $ 12,000,000 12/31/2024 25 75 0 Hibberd Development, LLC Hibberd Development - RPTA 2017 4622-17 2020 5 2024 $ 5,250,000 $ 5,042,919 8/31/2018 12/7/2018 32 67 1 Part 1: Real Property Tax Abatement Summary - 2022 June 15, 2023 Department of Community Investment, City of South Bend Corporation Project Information Confirming Resolution Number Start Pay Year Years Granted Expected End Pay Year Estimated Project Cost Actual Project Cost Estimated Completion Date Actual Completion Date Announced Retained Jobs Actual Retained Jobs Announced New Jobs Actual New Jobs Compliance* (0-6) Hoffman Hotel Apartments Housing Partnership, LP Hoffman Hotel Apartments (120 W. LaSalle) - RPTA 2013 4286-13 2016 10 2025 $ 1,500,000 $ 1,500,000 7/1/2016 7/1/2016 0 1 1 Hopkins Properties of South Bend, LLC Hopkins Properties of South Bend (4373 Ameritech Drive) - RPTA 2019 4777-19 2022 7 2028 $ 18,000,000 $ 18,794,041 1/1/2021 4/1/2021 42 31 30 44 1 Imagineering Enterprises, Inc.Imagineering Enterprises, Inc. (3722 Foundaton Ct.) - RPTA 2018 4741-18 2022 6 2027 $ 1,500,000 $ 1,767,004 4/15/2017 4/16/2019 41 41 15 41 1 IUSB Commons LLC IUSB Commons LLC (1106 & 1112 S 20th St; 2007 Northside) - RPTA 2013 4308-13 2016 9 2024 $ 3,700,000 $ 4,200,000 12/9/2015 12/9/2015 0 1 2 0 1 JEM Farms South Bend, LLC JEM Farms South Bend - RPTA 2022 4940-22 Not Started 9 $ 60,000,000 0 JMS Development, LLC Historic JMS Building - RPTA 2015 4461-15 2019 10 2028 $ 7,600,000 $ 7,918,704 3/1/2017 12/31/2017 8 18 1 JSK Development, Inc. / DTC Hospitality, LLC JSK Development, Inc. (Southhold LLC; Downtown Hotel) - RPTA 2015 4457-15 2019 9 2027 $ 8,750,000 $ 9,927,576 3/1/2017 4/3/2018 38 27 1 JSK Development, Inc. / Ireland Hospitality, LLC JSK Development, Inc. (Ireland Hospitality; Southside Hotel) - RPTA 2015 4467-15 2019 6 2024 $ 6,000,000 $ 5,000,000 12/31/2018 7/10/2018 14 20 1 LaSalle Partners RA LLC LaSalle Apartments - RPTA 2016 4535-16 2018 10 2027 $ 9,537,076 $ 12,709,425 9/1/2016 12/30/2016 9 2 1 McCormick & Company McCormick & Company - RPTA 2021 4913-21 Not Started 4 $ 17,952,000 7/31/2022 80 0 National Distributions Center, LLC (Bakery Distribution Partners) National Distributions Center, LLC (5020 N. Dylan Drive) - RPTA 2018 4747-18 2020 9 2028 $ 17,100,000 $ 14,854,554 12/3/2019 1/6/2020 108 490 1 ND QOZB LLC ND QOZB LLC (511 N. Notre Dame Avenue) - RPTA 2022 4992-22 2024 8 2032 $ 11,385,000 $ 1,433,235 7/27/2023 1 0 1 Nilkanth Properties, LLC Nilkanth Properties (4836 W. Western Ave.) - RPTA 2018 4691-18 2024 7 2027 $ 1,660,661 $ 1,600,000 5/30/2019 6/24/2019 40 50 1 Ontario Partners, LLC Ontario Partners, LLC (5435 Dylan Drive) - RPTA 2016 4523-16 2018 10 2027 $ 7,800,000 $ 10,049,989 10/31/2016 12/31/2016 83 97 15 45 1 R Ray Real Estate, LLC Masterbilt (Kemble Street & Indiana Avenue) - RPTA 2019 4813-19 Not Started 8 $ 2,030,000 9/1/2020 0 RDistrict One LLC Studebaker Buildings 112 & 113 - RPTA 2015 4514-15 2019 10 2028 $ 9,446,250 $ 14,679,034 3/1/2017 5/11/2018 65 41 20 136 1 RealAmerica Development, LLC Real America (Diamond View) - RPTA 2021 4922-21 Not Started 8 $ 19,380,000 8/1/2023 4 0 REW, LLC REW, LLC (5870 Carbonmill Drive) - RPTA 2018 4732-18 2020 4 2023 $ 1,300,000 $ 1,248,000 5/31/2019 5/1/2019 86 38 25 52 1 Run Faster Run LLC Run Faster Run LLC (525 S. Lafayette) - RPTA 2014 4387-14 2016 8 2023 $ 1,000,000 $ 2,573,184 4/1/2015 4/1/2015 3 17 1 SBCC RE LLC SB Chocolate (7102 Lincoln Way West) - RPTA 2019 4828-19 2024 6 2030 $ 9,564,282 $ 2,590,762 2/1/2024 188 144 1 SWGS Properties, LLC / Grace Steel, LLC Grace Steel (2920 W. Sample) - RPTA 2019 4767-19 2021 6 2026 $ 500,000 $ 828,663 12/31/2020 12/31/2020 10 10 1 SWGS Properties, LLC / Grace Steel, LLC Grace Steel (2920 W. Sample) - VBD 2019 4766-19 2021 6 2026 $ 500,000 $ 828,663 12/31/2020 1/1/2020 10 10 1 The Monreaux LLC The Monreaux LLC - RPTA 2022 4975-22 Not Started 8 $ 13,524,560 11/1/2024 29 0 June 15, 2023 Department of Community Investment, City of South Bend Corporation Project Information Confirming Resolution Number Start Pay Year Years Granted Expected End Pay Year Estimated Project Cost Actual Project Cost Estimated Completion Date Actual Completion Date Announced Retained Jobs Actual Retained Jobs Announced New Jobs Actual New Jobs Compliance* (0-6) The Tower at Washington Square LLC The Tower at Washington Square LLC - Apartments - RPTA 2018 4745-18 2019 10 2028 $ 12,597,000 1/1/2019 6 0 2 The Tower at Washington Square LLC The Tower at Washington Square LLC - Garage - RPTA 2018 4743-18 2019 10 2028 $ 2,238,000 $ 1,073,000 7/1/2017 1/1/2018 1 0 1 The Tower at Washington Square LLC The Tower at Washington Square LLC - Hotel - RPTA 2018 4742-18 2020 10 2029 $ 15,245,274 $ 17,139,115 7/1/2017 9/1/2017 62 66 1 The Tower at Washington Square LLC The Tower at Washington Square LLC - Retail - RPTA 2018 4744-18 2019 10 2028 $ 292,971 7/1/2017 20 0 2 Toyo Seiko North America Inc. Toyo Seiko North America Inc. - RPTA 2019 4832-19 2022 6 2027 $ 1,576,000 $ 2,101,604 7/1/2021 7/1/2021 4 4 1 3 1 Tri-Pac, Inc.Tri-Pac, Inc. (3333 N. Kenmore Street) - RPTA 2017 4673-17 2020 7 2026 $ 1,000,000 $ 1,187,634 12/31/2019 12/31/2019 7 110 20 20 1 Tri-Pac, Inc.Tri-Pac, Inc. (4303 Technology Drive) - RPTA 2020 4875-20 Not Started 7 $ 1,000,000 $ 2,957,442 12/31/2021 12/31/2021 20 20 1 Wharf Partners, LLC Wharf Partners, LLC - RPTA 2018 4714-18 2020 6 2025 $ 19,350,000 $ 20,300,000 10/1/2019 12/31/2020 23 2 1 WSJM-INC WSJM, Inc. (316 E. Monroe) - RPTA 2020 4849-20 2023 5 2027 $ 3,100,600 $ 2,777,399 7/31/2021 9/15/2021 23 25 3 6 1 WSJM-INC WSJM, Inc. (316 E. Monroe) - VBD 2020 4853-20 2023 5 2027 $ 3,100,600 $ 2,777,399 7/31/2021 9/15/2021 23 25 3 6 1 * Legend/Key for Compliance Scores (0) New Abatement : Not required to file Form CF-1 (1) Company is in compliance Company is in compliance with all goals, including project cost, jobs created and related salaries, and jobs retained and related salaries. (2) Company substantially in compliance Company fell under one or more of the following: (a) company did not meet one or more goals for its abatement, however, the project is relatively new and other factors have slowed progress; (b) company met their goals in earlier reporting periods and is currently below those goals due to other factors; and/or (c) company's explanation provided in a previous reporting period still applies for the current period or the company failed to meet their estimated project cost. Since abatement is only applied to improvements actually built, the fact that improvements were less than anticipated means the company's abatement benefits were automatically reduced when the abatement deduction was actually calculated. This results in a lower cost to the City for each job created or retained. (3) Company substantially out of compliance Company has failed significantly to meet one goal related to created jobs and salaries, retained jobs and salaries, and/or the actual cost of their investment. (4) Company out of compliance Company has failed to meet all goals related to project cost, jobs created, related salaries and jobs retained and related salaries. (5) Company failed to file Form CF-1 Company has failed to submit this year's Form CF-1. Staff contacted business multiple attempts after the initial letter, to obtain information. Recommend Common Council consider this business non-compliant. (6) Business Closed/Out of Business : No action required June 15, 2023 Department of Community Investment, City of South Bend 20 Active Tax Abatements Corporation Project Information Confirming Resolution Number Start Pay Year Years Granted Expected End Pay Year Estimated Project Cost Actual Project Cost Estimated Completion Date Actual Completion Date Announced Retained Jobs Actual Retained Jobs Announced New Jobs Actual New Jobs Compliance* (0-6) Bamar Plastics, Inc. Bamar Plastics, Inc. - PPTA 2020 4855-20 2022 5 2026 $ 649,104 $ 574,602 1/31/2022 6/1/2022 14 19 1 5 1 CBK Land Development LLC / Chase Plastics CBK Land Development LLC / Chase Plastics - PPTA 2019 4775-19 2021 5 2025 $ 703,000 $ 432,466 5/31/2020 5/26/2020 18 18 13 1 1 GFC Holdings, LLC / Claeys Candy GFC Holdings, LLC / Claeys Candy - PPTA 2021 4892-21 Not Started 5 $ 2,400,000 $ 3,831,150 6/1/2023 30 30 3 0 Greenleaf Holdco Greenleaf Holdco - PPTA 2022 4945-22 Not Started 5 $ 70,030,000 12/31/2024 25 75 0 Imagineering Enterprises, Inc. Imagineering Enterprises, Inc. - PPTA 2018 4740-18 2020 5 2024 $ 3,000,000 $ 464,659 4/1/2017 9/13/2019 135 41 5 45 1 JEM Farms South Bend, LLC JEM Farms South Bend, LLC - PPTA 2022 4943-22 Not Started 5 $ 118,200,000 12/31/2026 110 0 Kruger Holdings, LLC Kruger Holdings, LLC - PPTA 2019 4817-19 2022 5 2026 $ 4,000,000 $ 509,845 12/31/2020 9/30/2022 90 78 1 Lippert Components Manufacturing Inc. Lippert Components Manufacturing Inc. - PPTA 2014 4351-14 2017 5 2022 $ 2,400,000 $ 3,006,938 12/31/2018 12/31/2018 260 213 1 Masterbilt, Incorporated Masterbilt, Incorporated - PPTA 2017 4671-17 2019 5 2023 $ 575,000 $ 568,680 10/13/2019 7/26/2019 10 47 2 10 1 McCormick & Company McCormick & Company - PPTA 2021 4915-21 Not Started 5 $ 23,765,895 4/30/2023 80 0 Molding Products, LLC Molding Products, LLC - PPTA 2019 4773-19 Not Started 5 $ 5,500,000 12/31/2019 7/31/2020 45 70 20 9 1 Mossberg & Company, Inc. Mossberg & Company, Inc. - PPTA 2021 4897-21 Not Started 5 $ 2,870,000 $ 2,365,414 6/1/2021 11/12/2021 73 68 1 Royal Adhesives & Sealants, LLC Royal Adhesives & Sealants, LLC - PPTA 2021 4886-21 Not Started 5 $ 1,380,875 $ 1,380,875 4/5/2021 7/7/2021 201 6 1 South Bend Ethanol, LLC South Bend Ethanol, LLC - PPTA 2018 4692-18 2019 5 2023 $ 30,000,000 $ 32,855,962 12/31/2019 12/31/2020 66 59 5 5 1 Steel Warehouse Company LLC Steel Warehouse Company LLC - PPTA 2022 4982-22 Not Started 5 $ 3,697,000 7/1/2023 21 10 0 SWGS Properties, LLC / Grace Steel, LLC SWGS Properties, LLC / Grace Steel, LLC - PPTA 2019 4768-19 2021 5 2025 $ 700,000 $ 702,941 12/31/2020 12/31/2021 10 10 1 Toyo Seiko North America Inc. Toyo Seiko North America Inc. - PPTA 2022 4964-22 Not Started 5 $ 1,050,000 $ 82,553 4/30/2021 12/9/2024 4 4 1 3 1 Tri-Pac, Inc. Tri-Pac, Inc. - PPTA 2017 4677-17 2018 5 2022 $ 1,500,000 $ 384,806 12/31/2019 12/31/2019 7 110 20 20 1 Tri-Pac, Inc. Tri-Pac, Inc. - PPTA 2020 4873-20 2022 5 2026 $ 2,000,000 $ 4,488,160 12/31/2021 12/31/2021 20 20 1 WSJM-INC WSJM-INC - PPTA 2020 4851-20 2023 5 2027 $ 650,000 $ 1,576,380 7/31/2021 9/15/2021 23 25 3 6 1 * Legend/Key for Compliance Scores Part 2: Personal Property Tax Abatement Summary - 2022 (0) New Abatement : Not required to file Form CF-1 (1) Company is in compliance Company is in compliance with all goals, including project cost, jobs created and related salaries, and jobs retained and related salaries. (2) Company substantially in compliance Company fell under one or more of the following: (a) company did not meet one or more goals for its abatement, however, the project is relatively new and other factors have slowed progress; (b) company met their goals in earlier reporting periods and is currently below those goals due to other factors; and/or (c) company's explanation provided in a previous reporting period still applies for the current period or the company failed to meet their estimated project cost. Since abatement is only applied to improvements actually built, the fact that improvements were less than anticipated means the company's abatement benefits were automatically reduced when the abatement deduction was actually calculated. This results in a lower cost to the City for each job created or retained. (3) Company substantially out of compliance Company has failed significantly to meet one goal related to created jobs and salaries, retained jobs and salaries, and/or the actual cost of their investment. (4) Company out of compliance Company has failed to meet all goals related to project cost, jobs created, related salaries and jobs retained and related salaries. (5) Company failed to file Form CF-1 Company has failed to submit this year's Form CF-1. Staff contacted business multiple attempts after the initial letter, to obtain information. Recommend Common Council consider this business non-compliant. (6) Business Closed/Out of Business : No action required June 15, 2023 Department of Community Investment, City of South Bend Owner Project Name Number of Minorities Employed Minority/Local Contractors 31 Nimtz Land, LLC (80-90 Industrial LLC)80 -90 Industrial LLC (6701 Nimtz Parkway) - RPTA 2019 0 Holladay Construction Group 3602 Sample Street, LLC Seaflo (3602 Sample Street) - VBD 2019 40 1st Rate Construction, DG Electric, Joseph Cataldo Masonry, Kropp Fire Protection Inc., Koorsen Fire & Security Ameriplex Superior Partners, LP Ameriplex Superior Partners (5231 Dylan Drive) - RPTA 2015 0 Holladay Construction Group Bamar Plastics, Inc. Bamar Plastics, Inc. - PPTA 2020 0 Clover Machinery Movers, Hoosier Crane Service Catalyst Three, LLC (1173 South Bend DST) Catalyst Three, LLC - RPTA 2019 0 Majority Builders Catalyst, LLC Catalyst One, LLC and Catalyst Two, LLC - RPTA 2014 8 Majority Builders CBK Land Development LLC (Chase Plastics) - RPTA 2014 CBK Land Development LLC (Chase Plastics) - RPTA 2019 Chase Plastics - PPTA 2019 Colfax Hill Partners, LLC Colfax Hill Partners (525 E. Colfax) - RPTA 2014 0 Century Builders, Inc, Abonmarche consultants of Indiana, Grad-rite Excavating, Yoder Concrete, Michiana Waterproofing, SLR Plumbing, Four Winds Heating and Cooling, Werntz Supply Commerce Center Development, LLC 300 E. LaSalle - RPTA 2017 7 DMTM Inc, FA Wilhelm Construction, Hahn Janitorial, Stephanie Coleman, VRS Electrical Solutions, A/Ccelerated Services, LLC, Kyle Stethem, CBS Service, LLC, Dallas Commercial Cleaning, LLC, Impressive Interiors, JM Drywall, Jose M. Pacheco, Keith Micinski, Majestic Irrigation, Make Room Architecture and Design LLC, Scott Smith, Justin Time Plumbing and Heating LLC, Pam Brown, Kevin Smith, Nicole Balentine, Anthony Pennington, Cafe Navarre, South Bend Warehousing & Distribution, Taylor Lizzi, Masters of Decor, LLC, Coleman Solutions LLC, Matthew Carrol, Pro Paint & Finish, Johnny Blasko, Committed To You Services LLC, Hahn Janitorial, Michael R. Hargreaves II., E5 Equity Partners, LLC, Tony Jernigan, Dito's Investments LLC, KC&A LLC, Satori Stahl, Shawn P. Ryan, Tiffany Chase, Joys' Johns, Coleman Solutions LLC, Pro Paint & Finish, Jennifer Deming, Committed To You Services LLC, CBS Service, LLC, Dallas Commercial Cleaning, LLC, Keith Micinski, Majestic Irrigation, Make Room Architecture and Design LLC, Richard Fowler, Ruma Inc, South Bend Warehousing & Distribution, Alpha Dog Agency, CBS Service, LLC, Make Room Architecture and Design LLC, Shawn P. Ryan, Steven A. Goldberg County Development LLC County Development LLC (425 &525 S. Mayflower) - RPTA 2016 173 Extensive list on file Part 3: Local Companies/Minority Contractors & Minority Employees - 2022 CBK Land Development LLC / Chase Plastics 8 Majority Builders June 15, 2023 Department of Community Investment, City of South Bend Owner Project Name Number of Minorities Employed Minority/Local Contractors Delta Management Company, LLC Delta Management Company (4755 Ameritech Drive) - RPTA 2021 5 Midstates Construction, Inc. Five Corners LLC Five Corners LLC - RPTA 2019 15 Horizon Construction Group Claeys Candy (Nimtz Parkway) - RPTA 2021 Claeys Candy - PPTA 2021 GLC Portage Prairie, LLC GLC Portage Prairie - RPTA 2015 10 Majority Builders GLC Portage Prairie II, LLC GLC Portage Prairie II - RPTA 2017 10 Majority Builders GLC Portage Prairie III, LLC GLC Portage Prairie III - RPTA 2017 110 Majority Builders GLC Portage Prairie IV, LLC GLC Portage Prairie IV - RPTA 2019 0 Majority Builders GLC Portage Prairie V, LLC GLC Portage Prairie V - RPTA 2022 0 Majority Builders Hibberd Development, LLC Hibberd Development - RPTA 2017 5 Majority Builders Hoffman Hotel Apartments Housing Partnership, LP Hoffman Hotel Apartments (120 W. LaSalle) - RPTA 2013 2 D.C. Construction, JJ amco Hopkins Properties of South Bend, LLC Hopkins Properties of South Bend (4373 Ameritech Drive) - RPTA 2019 3 Ritscard Bros, Rieth-Riley Construction, Universal Services, Tri-Valley Galss, Industrial door of N. Indiana, Fourmen Interiors, Infinium Floors Imagineering Enterprises, Inc. (3722 Foundaton Ct.) - RPTA 2018 Imagineering Enterprises, Inc. (3722 Foundaton Ct.) - PPTA 2018 IUSB Commons LLC IUSB Commons LLC (1106 & 1112 S 20th St; 2007 Northside) - RPTA 2013 1 Company employed at least one WBE business and used subcontrators within the region JMS Development, LLC Historic JMS Building - RPTA 2015 2 HGR Construction, Inc. JSK Development, Inc. / DTC Hospitality, LLC JSK Development, Inc. (Southhold LLC; Downtown Hotel) - RPTA 2015 21 Majority Builders JSK Development, Inc. / Ireland Hospitality, LLC JSK Development, Inc. (Ireland Hospitality; Southside Hotel) - RPTA 2015 9 Ancon Construction Kruger Holdings, LLC Kruger Holdings (5681 Cleveland Road) - PPTA 2019 125 Advance Property Management, Kabelin Ace Hardware, Bamar Plastics, KSS Enterprises, Mid-State Bolt & Screw, PSI Mold Plastics, Elwood Staffing, Linde Gas & Equipment, American Safety & First Aid, Burkhart Sign Sytems, Bob Miller Appliances, Holladay Construction Group, Hoosier Crane, Cressy Commercial Real Estate, Dynamic Mechanical, Niezgodski Plumbing, Gobel Commercial, Overhead Door LaSalle Partners RA LLC LaSalle Apartments - RPTA 2016 2 Dylan Kimbrell, Pierce Electric, Anthony Anderson corporation Imagineering Enterprises, Inc. 4 N/A GFC Holdings, LLC / Claeys Candy 0 Panzica Building Corporation w/attached subcontrator list June 15, 2023 Department of Community Investment, City of South Bend Owner Project Name Number of Minorities Employed Minority/Local Contractors Lippert Components Manufacturing Inc. Lippert (1902 W. Sample) - PPTA 2014 171 Jeremy Ettline Plumbing, D.M.I. North, Inc., Old Fort Building Supply, Aggregate Industries- MWR, Inc., Dennis Lim, Zimmer Metal, System Clean, Inc., Randall Industries, Service One, CDR Construction, Mid-City Supply Co, Inc., Safety Systems, Inc., Michigan Rental, LLC, Milestone Fence LLC, A/ccelerated Services, Orion Lighting Solutions, Community Business Equipment, Hull Lift Truck, VFP Fire Systems, Steve's Security Locksmith, The Troyer Group, Tyco Integrated Security LLC, Tango Design, Tri-Valley Glass Co., The Sign Store, Storage Solutions Inc., Modular Arts, Inc., John Tillman Co., Miller Electric, True Line Wire Guidance Installation, Inc., Precision Wood Products, Rousseau Metal Inc., Martin Yale Industries Inc., Whitaker Brothers, CompressAir, US Signcrafters, Inc., Westview Golf Cars, Inc., Business Furnishings, Crady Fence, B&H Photo-Video- Pro Audio, Epson, Goshen Floor Mart Corp., Turnkey Technologies Masterbilt, Incorporated Masterbilt - PPTA 2017 10 Clover Machinery Movers, Clover Electric, Koontz Wagner, Powell Tool Supply, Progressive Networks, South Bend Roofing Molding Products, LLC Molding Products, LLC (1545 S. Olive) - PPTA 2019 27 Extensive list on file Mossberg & Company, Inc. Mossberg & Company, Inc. - PPTA 2021 3 Herrman & Goetz Inc., Craig Electric Inc. National Distributions Center, LLC (Bakery Distribution Partners) National Distributions Center, LLC (5020 N. Dylan Drive) - RPTA 2018 231 Tri-Valley Glass Co. Inc., Schuell Fence Co. Inc., Midwest Painting Co., Rieth-Riley Constr. Co., Strescore Inc. ND QOZB LLC ND QOZB LLC (511 N. Notre Dame Avenue) - RPTA 2022 0 Majority Builders Nilkanth Properties, LLC Nilkanth Properties (4836 W. Western Ave.) - RPTA 2018 75 Keystone Masonry, Rose Brick, Milmar Framing, Troug Glass & Mirror, Midwest Tile, 2c Construction, Pro pain and Finish, Four Seasons Heating, Cooling & Refrigerator Ontario Partners, LLC Ontario Partners, LLC (5435 Dylan Drive) - RPTA 2016 33 Holladay Construction Group RDistrict One LLC Studebaker Buildings 112 & 113 - RPTA 2015 60 Avanti Group LLC, Christman Construction LLC, Crane Industrial Service Company, D.A. Dodd, Dudeck Roofing & Sheet Metal, F.E. Moran, Jones Petrie Rafinski, Koontz-Wagner Construction Services LLC, Overhead Door Company, Precision Wall Systems REW, LLC REW, LLC (5870 Carbonmill Drive) - RPTA 2018 3 Danch, Harner & Associates, Inc., Dynamic Mechanical Services, Inc., Fourmen Interiors, Hartford Glass of Mishawaka, Inc., Overhead Door Co. South Bend-Mishawaka Commercial, Shambaugh & Son, L.P., SiteScapes, Inc., Walsh & Kelly, Weaver Consultants Bald Mountain LLC Bald Mountain, LLC (213-217 S. Main Street) - RPTA 2017 2 Weigand Const Co. Inc Royal Adhesives & Sealants, LLC Royal Adhesives & Sealants, LLC (1915 N. Bendix) - PPTA 2021 4 McMann Electric, Industrial Installations, Ancon construction, VFP Fire Systems, Michiana Sheet Metal, Dynamic Machanical, Milestone Fence, Wayne Pipe & Supply, Hill Excavation Run Faster Run LLC Run Faster Run LLC (525 S. Lafayette) - RPTA 2014 0 Ancon Construction Co., Inc., Martell Electric LLC, Southwind Flooring, Inc., Burkhart Advertising, Inc., Klink Trucking, Underground Pipe & Valve, LeMaster Steel Erectors, Dynamic Mechanical, Industrial Door, VFP Fire Systems June 15, 2023 Department of Community Investment, City of South Bend Owner Project Name Number of Minorities Employed Minority/Local Contractors SBCC RE LLC SB Chocolate (7102 Lincoln Way West) - RPTA 2019 0 HGR Group Inc. South Bend Ethanol, LLC South Bend Ethanol, LLC - PPTA 2018 9 Extensive list on file Grace Steel (2920 W. Sample) - RPTA 2019 Grace Steel (2920 W. Sample) - VBD 2019 Grace Steel (2920 W. Sample) - PPTA 2019 The Tower at Washington Square LLC - Hotel - RPTA 2018 The Tower at Washington Square LLC - Apartments - RPTA 2018 The Tower at Washington Square LLC - Garage - RPTA 2018 The Tower at Washington Square LLC - Retail - RPTA 2018 Toyo Seiko North America Inc. - RPTA 2019 Toyo Seiko North America Inc. - PPTA 2022 Tri-Pac, Inc. (4303 Technology Drive) - RPTA 2020 Tri-Pac, Inc. (4303 Technology Drive) - PPTA 2020 Tri-Pac, Inc. (3333 N. Kenmore Street) - RPTA 2017 Tri-Pac, Inc. (3333 N. Kenmore Street) - PPTA 2017 Wharf Partners, LLC Wharf Partners, LLC - RPTA 2018 1 Martell Electric, Panzica Building Corp., North Central Mechanical Inc., Rosema, Foegley Landscaping, Ritschard Brothers, Midland Engineering, Werntz Hardware WSJM, Inc. (316 E. Monroe) - RPTA 2020 WSJM, Inc. (316 E. Monroe) - VBD 2020 WSJM, Inc. (316 E. Monroe) - PPTA 2020 Total:1,367 0 Christman Construction, National Construction, Architectural Design Consultants, Wide Orbit, Broadcasters General Store, Alt & Witzig EngineeringWSJM-INC Tri-Pac, Inc. 93 Extensive list on file 0 Cadet ConstructionToyo Seiko North America Inc. The Tower at Washington Square LLC 60 D&B Plumbing, Martell Electric, Christman Construction, Environmental Glass, Inc. Clover Machinery Movers, Copper Hill, Inc., D.A. Dodd, Feitz Masonry, Fulcrum Rigging, Hoosier Tool Supply, Braxley Properties, Laidig Concrete, BSR Roof Masters, United Plumbing, Kropp Fire Protection, Sharp Electric, Service One, B&M Builders, Rock and Granite, Steinhoffer Scale, Comfort Carpets, Lechlitner Door, Schultz HVAC, Smith Ready Mix 25SWGS Properties, LLC / Grace Steel, LLC June 15, 2023 Department of Community Investment, City of South Bend Part 4: New Tax Abatements Confirmed by the Common Council - 2022 8 Active Tax Abatements Petitioner Petition Filing Date Confirming Resolution Date Confirming Resolution Number Years Granted Estimated Total Project Cost Current Assessed Value Estimated Annual Taxes w/o Improvement Estimated Assessed Value (Abatement Yr 1) Cumulative Estimated Taxes Abated Cumulative Estimated Taxes Paid Announced Retained Jobs Announced New Jobs Payroll Increase Square Footage Increase Number of New Housing Units Greenleaf Holdco 1/4/2022 2/14/2022 4941-22 9 $ 12,130,000 $ 10,163,800 $ 304,914 $ 19,763,800 $ 2,074,478 $ 517,522 25 75 $ 4,400,000 296,400 N/A JEM Farms South Bend, LLC 1/4/2022 2/14/2022 4940-22 9 $ 60,000,000 $ 285,300 $ 8,560 $ 48,285,300 $ 10,311,001 $ 2,726,030 0 110 $ 3,900,000 1,089,000 N/A GLC Portage Prairie V, LLC 5/11/2022 6/13/2022 4957-22 7 $ 15,000,000 $ 75,800 $ 2,274 $ 12,330,360 $ 1,872,448 $ 716,927 0 50 $ 2,033,200 296,000 N/A The Monreaux LLC (LIHTC)7/18/2022 8/22/2022 4975-22 8 $ 14,000,000 $ 36,400 $ 1,092 $ 4,075,360 $ 433,494 $ 304,592 0 8 $ 266,240 65,000 60 ND QOZB LLC 10/21/2022 11/28/2022 4992-22 8 $ 27,600,000 $ 775,600 $ 26,373 $ 11,155,600 $ 1,028,241 $ 1,113,902 0 10 $ 760,000 0 69 $ 128,730,000 $ 11,336,900 $ 343,213 $ 95,610,420 $ 15,719,662 $ 5,378,973 25 253 $ 11,359,440 1,746,400 129 Petitioner Petition Filing Date Confirming Resolution Date Confirming Resolution Number Years Granted Estimated Total Project Cost Current Assessed Value Estimated Annual Taxes w/o Improvement Estimated Assessed Value (Abatement Yr 1) Cumulative Estimated Taxes Abated Cumulative Estimated Taxes Paid Announced Retained Jobs Announced New Jobs Payroll Increase Square Footage Increase Number of New Housing Units Greenleaf Holdco 1/4/2022 2/14/2022 4945-22 5 $ 68,040,000 $ - $ - N/A $ 4,834,800 $ - See above See above See above See above N/A JEM Farms South Bend, LLC 1/4/2022 2/14/2022 4943-22 5 $ 118,220,000 $ - $ - N/A $ 6,867,600 $ - See above See above See above See above N/A Steel Warehouse Company LLC 8/11/2022 10/24/2022 4982-22 5 $ 3,913,000 $ - $ - N/A $ 217,715 $ 45,141 513 12 $ 367,756 36,000 N/A $ 190,173,000 $ - $ - $ 11,920,115 $ 45,141 513 12 $ 367,756 36,000 Grand Total: $ 318,903,000 $ 11,336,900 $ 343,213 $ 95,610,420 $ 27,639,777 $ 5,424,114 538 265 $ 11,727,196 1,782,400 129 Real Property Personal Property June 15, 2023