QSR Template CU

---

Overview

Sch A
Sch B
Sch C1 People
Sch C2 Business
Sch D1 Rural
Sch D2 Urban
Sch D3 Underserved
Sch D4 Minority
Sch D5 Poverty
Sch D6 Reserv
Sch D7 Terr or PR
Sch D8 Projects

---

Sheet 1: Sch A

Quarterly Supplemental Report (QSR) Schedule A - Summary Qualified Lending

ID

Lending Activity Categories

Total Originations

Qualified Lending Originations**

Deep Impact Lending Originations

(Column A) # of Originations

(Column B) $ of Originations

(Column C) # of Originations

(Column D) $ of Originations

(Column E) # of Originations

(Column F) $ of Originations

1

Non-commercial loans / lines of credit

1A

0

1B

$-

1C

0

1D

$-

1E

0

1F

$-

2

Commercial loans / lines of credit

2A

0

2B

$-

2C

0

2D

$-

2E

0

2F

$-

Sum of Data Uploaded

3

Total

3A

0

3B

$-

3C

0

3D

$-

3E

0

3F

$-

---

Sheet 2: Sch B

Quarterly Supplemental Report (QSR) Schedule B - Disaggregated Qualified Lending
ID	Lending Activity Categories	Qualified Lending Originations (including Deep Impact Lending Originations)
		People																Places																												Businesses								Borrowers or projects that create direct benefits for LMI communities or to Other Targeted Populations
										Deep Impact Lending																								Deep Impact Lending																Deep Impact Lending																Deep Impact Lending
		LMI Borrowers				Other Targeted Populations				Low-Income Borrowers				Mortgage Lending to Other Targeted Populations				Rural Communities				Urban Low-Income Communities				Underserved Communities				Minority Communities				Persistent Poverty Counties				Indian Reservations and Native Hawaiian Homelands				U.S. Territories				Small Businesses or Farms				Underserved Small Businesses				Affordable Housing				Public Welfare and Community Development Investments1				Community Service Facility				Deeply Affordable Housing				Public Welfare and Community Development Investments2
		(Column A) # of Originations		(Column B) $ of Originations		(Column C) # of Originations		(Column D) $ of Originations		(Column E) # of Originations		(Column F) $ of Originations		(Column G) # of Originations		(Column H) $ of Originations		(Column I) # of Originations		(Column J) $ of Originations		(Column K) # of Originations		(Column L) $ of Originations		(Column M) # of Originations		(Column N) $ of Originations		(Column O) # of Originations		(Column P) $ of Originations		(Column Q) # of Originations		(Column R) $ of Originations		(Column S) # of Originations		(Column T) $ of Originations		(Column U) # of Originations		(Column V) $ of Originations		(Column W) # of Originations		(Column X) $ of Originations		(Column Y) # of Originations		(Column Z) $ of Originations		(Column AA) # of Originations		(Column AB) $ of Originations		(Column AC) # of Originations		(Column AD) $ of Originations		(Column AE) # of Originations		(Column AF) $ of Originations		(Column AG) # of Originations		(Column AH) $ of Originations		(Column AI) # of Originations		(Column AJ) $ of Originations
1	Non-commercial loans / lines of credit	1A	0	1B	$-	1C	0	1D	$-	1E	0	1F	$-	1G	0	1H	$-	1I	0	1J	$-	1K	0	1L	$-	1M	0	1N	$-	1O	0	1P	$-	1Q	0	1R	$-	1S	0	1T	$-	1U	0	1V	$-	1W	0	1X	$-	1Y	0	1Z	$-	1AA	0	1AB	$-	1AC	0	1AD	$-	1AE	0	1AF	$-	1AG	0	1AH	$-	1AI	0	1AJ	$-
2	Unsecured credit card loans	2A	0	2B	$-	2C	0	2D	$-	2E	0	2F	$-	2G	0	2H	$-	2I	0	2J	$-	2K	0	2L	$-	2M	0	2N	$-	2O	0	2P	$-	2Q	0	2R	$-	2S	0	2T	$-	2U	0	2V	$-	2W	0	2X	$-	2Y	0	2Z	$-	2AA	0	2AB	$-	2AC	0	2AD	$-	2AE	0	2AF	$-	2AG	0	2AH	$-	2AI	0	2AJ	$-
3	Payday alternative loans (PALs I and PALs II) (FCU only)	3A	0	3B	$-	3C	0	3D	$-	3E	0	3F	$-	3G	0	3H	$-	3I	0	3J	$-	3K	0	3L	$-	3M	0	3N	$-	3O	0	3P	$-	3Q	0	3R	$-	3S	0	3T	$-	3U	0	3V	$-	3W	0	3X	$-	3Y	0	3Z	$-	3AA	0	3AB	$-	3AC	0	3AD	$-	3AE	0	3AF	$-	3AG	0	3AH	$-	3AI	0	3AJ	$-
4	Non-federally guaranteed student loans	4A	0	4B	$-	4C	0	4D	$-	4E	0	4F	$-	4G	0	4H	$-	4I	0	4J	$-	4K	0	4L	$-	4M	0	4N	$-	4O	0	4P	$-	4Q	0	4R	$-	4S	0	4T	$-	4U	0	4V	$-	4W	0	4X	$-	4Y	0	4Z	$-	4AA	0	4AB	$-	4AC	0	4AD	$-	4AE	0	4AF	$-	4AG	0	4AH	$-	4AI	0	4AJ	$-
5	All other unsecured loans/lines of credit	5A	0	5B	$-	5C	0	5D	$-	5E	0	5F	$-	5G	0	5H	$-	5I	0	5J	$-	5K	0	5L	$-	5M	0	5N	$-	5O	0	5P	$-	5Q	0	5R	$-	5S	0	5T	$-	5U	0	5V	$-	5W	0	5X	$-	5Y	0	5Z	$-	5AA	0	5AB	$-	5AC	0	5AD	$-	5AE	0	5AF	$-	5AG	0	5AH	$-	5AI	0	5AJ	$-
6	New vehicle loans	6A	0	6B	$-	6C	0	6D	$-	6E	0	6F	$-	6G	0	6H	$-	6I	0	6J	$-	6K	0	6L	$-	6M	0	6N	$-	6O	0	6P	$-	6Q	0	6R	$-	6S	0	6T	$-	6U	0	6V	$-	6W	0	6X	$-	6Y	0	6Z	$-	6AA	0	6AB	$-	6AC	0	6AD	$-	6AE	0	6AF	$-	6AG	0	6AH	$-	6AI	0	6AJ	$-
7	Used vehicle loans	7A	0	7B	$-	7C	0	7D	$-	7E	0	7F	$-	7G	0	7H	$-	7I	0	7J	$-	7K	0	7L	$-	7M	0	7N	$-	7O	0	7P	$-	7Q	0	7R	$-	7S	0	7T	$-	7U	0	7V	$-	7W	0	7X	$-	7Y	0	7Z	$-	7AA	0	7AB	$-	7AC	0	7AD	$-	7AE	0	7AF	$-	7AG	0	7AH	$-	7AI	0	7AJ	$-
8	Leases receivable	8A	0	8B	$-	8C	0	8D	$-	8E	0	8F	$-	8G	0	8H	$-	8I	0	8J	$-	8K	0	8L	$-	8M	0	8N	$-	8O	0	8P	$-	8Q	0	8R	$-	8S	0	8T	$-	8U	0	8V	$-	8W	0	8X	$-	8Y	0	8Z	$-	8AA	0	8AB	$-	8AC	0	8AD	$-	8AE	0	8AF	$-	8AG	0	8AH	$-	8AI	0	8AJ	$-
9	All other secured non-real estate loans / lines of credit	9A	0	9B	$-	9C	0	9D	$-	9E	0	9F	$-	9G	0	9H	$-	9I	0	9J	$-	9K	0	9L	$-	9M	0	9N	$-	9O	0	9P	$-	9Q	0	9R	$-	9S	0	9T	$-	9U	0	9V	$-	9W	0	9X	$-	9Y	0	9Z	$-	9AA	0	9AB	$-	9AC	0	9AD	$-	9AE	0	9AF	$-	9AG	0	9AH	$-	9AI	0	9AJ	$-
10	Loans / lines of credit secured by first lien on single 1-4 family res property	10A	0	10B	$-	10C	0	10D	$-	10E	0	10F	$-	10G	0	10H	$-	10I	0	10J	$-	10K	0	10L	$-	10M	0	10N	$-	10O	0	10P	$-	10Q	0	10R	$-	10S	0	10T	$-	10U	0	10V	$-	10W	0	10X	$-	10Y	0	10Z	$-	10AA	0	10AB	$-	10AC	0	10AD	$-	10AE	0	10AF	$-	10AG	0	10AH	$-	10AI	0	10AJ	$-
11	Loans / lines of credit secured by junior lien on single 1-4 family res property	11A	0	11B	$-	11C	0	11D	$-	11E	0	11F	$-	11G	0	11H	$-	11I	0	11J	$-	11K	0	11L	$-	11M	0	11N	$-	11O	0	11P	$-	11Q	0	11R	$-	11S	0	11T	$-	11U	0	11V	$-	11W	0	11X	$-	11Y	0	11Z	$-	11AA	0	11AB	$-	11AC	0	11AD	$-	11AE	0	11AF	$-	11AG	0	11AH	$-	11AI	0	11AJ	$-
12	All other real estate loans / lines of credit	12A	0	12B	$-	12C	0	12D	$-	12E	0	12F	$-	12G	0	12H	$-	12I	0	12J	$-	12K	0	12L	$-	12M	0	12N	$-	12O	0	12P	$-	12Q	0	12R	$-	12S	0	12T	$-	12U	0	12V	$-	12W	0	12X	$-	12Y	0	12Z	$-	12AA	0	12AB	$-	12AC	0	12AD	$-	12AE	0	12AF	$-	12AG	0	12AH	$-	12AI	0	12AJ	$-
13	Commercial loans / lines of credit	13A	0	13B	$-	13C	0	13D	$-	13E	0	13F	$-	13G	0	13H	$-	13I	0	13J	$-	13K	0	13L	$-	13M	0	13N	$-	13O	0	13P	$-	13Q	0	13R	$-	13S	0	13T	$-	13U	0	13V	$-	13W	0	13X	$-	13Y	0	13Z	$-	13AA	0	13AB	$-	13AC	0	13AD	$-	13AE	0	13AF	$-	13AG	0	13AH	$-	13AI	0	13AJ	$-
14	Commercial loans / lines of credit real estate secured	14A	0	14B	$-	14C	0	14D	$-	14E	0	14F	$-	14G	0	14H	$-	14I	0	14J	$-	14K	0	14L	$-	14M	0	14N	$-	14O	0	14P	$-	14Q	0	14R	$-	14S	0	14T	$-	14U	0	14V	$-	14W	0	14X	$-	14Y	0	14Z	$-	14AA	0	14AB	$-	14AC	0	14AD	$-	14AE	0	14AF	$-	14AG	0	14AH	$-	14AI	0	14AJ	$-
15	Commercial loans / lines of credit not real estate secured	15A	0	15B	$-	15C	0	15D	$-	15E	0	15F	$-	15G	0	15H	$-	15I	0	15J	$-	15K	0	15L	$-	15M	0	15N	$-	15O	0	15P	$-	15Q	0	15R	$-	15S	0	15T	$-	15U	0	15V	$-	15W	0	15X	$-	15Y	0	15Z	$-	15AA	0	15AB	$-	15AC	0	15AD	$-	15AE	0	15AF	$-	15AG	0	15AH	$-	15AI	0	15AJ	$-
16	Total	16A	0	16B	$-	16C	0	16D	$-	16E	0	16F	$-	16G	0	16H	$-	16I	0	16J	$-	16K	0	16L	$-	16M	0	16N	$-	16O	0	16P	$-	16Q	0	16R	$-	16S	0	16T	$-	16U	0	16V	$-	16W	0	16X	$-	16Y	0	16Z	$-	16AA	0	16AB	$-	16AC	0	16AD	$-	16AE	0	16AF	$-	16AG	0	16AH	$-	16AI	0	16AJ	$-
	1 if they primarily benefit LMI Borrowers or communities
	2 if they primarily benefit Low-Income Borrowers, Minority borrowers, or Minority Businesses

---

Sheet 3: Sch C1 People

Quarterly Supplemental Report (QSR) Schedule C - Additional Demographic Data for Qualified Lending (People)
ID	Lending Activity Categories
		People
		LMI Borrowers								Other Targeted Populations																Mortgage Lending to Other Targeted Populations
		50% or Below of AMI		51 - 80% of AMI		81 - 100% of AMI		101 - 120% of AMI		Black American		Native American		Asian American		Native Alaskan		Native Hawaiian		Pacific Islander		Multiracial Borrower		Hispanic American (of any race)		Black American		Native American		Asian American		Native Alaskan		Native Hawaiian		Pacific Islander		Multiracial Borrower		Hispanic American (of any race)
		(Column A) # of Originations	(Column B) $ of Originations	(Column C) # of Originations	(Column D) $ of Originations	(Column E) # of Originations	(Column F) $ of Originations	(Column G) # of Originations	(Column H) $ of Originations	(Column I) # of Originations	(Column J) $ of Originations	(Column K) # of Originations	(Column L) $ of Originations	(Column M) # of Originations	(Column N) $ of Originations	(Column O) # of Originations	(Column P) $ of Originations	(Column Q) # of Originations	(Column R) $ of Originations	(Column S) # of Originations	(Column T) $ of Originations	(Column U) # of Originations	(Column V) $ of Originations	(Column W) # of Originations	(Column X) $ of Originations	(Column Y) # of Originations	(Column Z) $ of Originations	(Column AA) # of Originations	(Column AB) $ of Originations	(Column AC) # of Originations	(Column AD) $ of Originations	(Column AE) # of Originations	(Column AF) $ of Originations	(Column AG) # of Originations	(Column AH) $ of Originations	(Column AI) # of Originations	(Column AJ) $ of Originations	(Column AK) # of Originations	(Column AL) $ of Originations	(Column AM) # of Originations	(Column AN) $ of Originations
1	Non-commercial loans / lines of credit	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-
2	Unsecured credit card loans	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-
3	Payday alternative loans (PALs I and PALs II) (FCU only)	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-
4	Non-federally guaranteed student loans	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-
5	All other unsecured loans/lines of credit	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-
6	New vehicle loans	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-
7	Used vehicle loans	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-
8	Leases receivable	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-
9	All other secured non-real estate loans / lines of credit	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-
10	Loans / lines of credit secured by first lien on single 1-4 family res property	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-
11	Loans / lines of credit secured by junior lien on single 1-4 family res property	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-
12	All other real estate loans / lines of credit	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-
13	Commercial loans / lines of credit	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-
14	Commercial loans / lines of credit real estate secured	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-
15	Commercial loans / lines of credit not real estate secured	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-
16	Total	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-

---

Sheet 4: Sch C2 Business

Quarterly Supplemental Report (QSR) Schedule C - Additional Demographic Data for Qualified Lending (Business)
ID	Lending Activity Categories
		Business
		Deep Impact Lending
		Gross annual revenues that do not exceed $100,000		Majority owned by Low-Income Borrowers		Majority owned by Black Americans		Majority owned by Native Americans		Majority owned by Asian Americans		Majority owned by Native Alaskans		Majority owned by Native Hawaiians		Majority owned by Pacific Islanders		Majority owned by Minority Individuals of Multiple Races		Majority owned by Hispanic Americans (of any race)		Incomplete Data on Principal Owners
		(Column A) # of Originations	(Column B) $ of Originations	(Column C) # of Originations	(Column D) $ of Originations	(Column E) # of Originations	(Column F) $ of Originations	(Column G) # of Originations	(Column H) $ of Originations	(Column I) # of Originations	(Column J) $ of Originations	(Column K) # of Originations	(Column L) $ of Originations	(Column M) # of Originations	(Column N) $ of Originations	(Column O) # of Originations	(Column P) $ of Originations	(Column Q) # of Originations	(Column R) $ of Originations	(Column S) # of Originations	(Column T) $ of Originations	(Column U) # of Originations	(Column V) $ of Originations
1	Non-commercial loans / lines of credit	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-
2	Unsecured credit card loans	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-
3	Payday alternative loans (PALs I and PALs II) (FCU only)	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-
4	Non-federally guaranteed student loans	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-
5	All other unsecured loans/lines of credit	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-
6	New vehicle loans	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-
7	Used vehicle loans	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-
8	Leases receivable	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-
9	All other secured non-real estate loans / lines of credit	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-
10	Loans / lines of credit secured by first lien on single 1-4 family res property	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-
11	Loans / lines of credit secured by junior lien on single 1-4 family res property	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-
12	All other real estate loans / lines of credit	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-
13	Commercial loans / lines of credit	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-
14	Commercial loans / lines of credit real estate secured	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-
15	Commercial loans / lines of credit not real estate secured	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-
16	Total	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-	0	$-

---

Sheet 5: Sch D1 Rural

Quarterly Supplemental Report (QSR) Schedule D1 - Add'l Place-Based Data on Qualified Lending (Rural Communities) * For more information regarding Federal Information Processing Series Codes (FIPS Codes) see: https://www.census.gov/library/reference/code-lists/ansi.html (link to the right) Schedule D1 requires aggregation of investments up to the County or County Equivalent Level. Report the State and County or County Equivalent. Example: For Summit County, Colorado report 08117						https://www.census.gov/library/reference/code-lists/ansi.html
ID	State (Column A)	County/County Equivalent (Column B)	State and County FIPS Code (5 digits) (Column C)*	# of Originations (Column D)	$ of Originations (Column E)
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44

---

Sheet 6: Sch D2 Urban

Quarterly Supplemental Report (QSR) Schedule D2 - Add'l Place-Based Data on Qualified Lending (Urban Low-Income Communities) * For more information regarding Federal Information Processing Series Codes (FIPS Codes) see: https://www.census.gov/library/reference/code-lists/ansi.html (links to the right) Schedule D2 requires aggregation of investments up to census tract level. Use the census tract reference maps located here: https://www.census.gov/geographies/reference-maps/2010/geo/2010-census-tract-maps.html Example: For a census tract within Summit County, Colorado with a 4.01 census tract, report 08117000401						https://www.census.gov/library/reference/code-lists/ansi.html	https://www.census.gov/geographies/reference-maps/2010/geo/2010-census-tract-maps.html
ID	State (Column A)	County/County Equivalent (Column B)	State/County/Census Tract FIPS Code (11 digits) (Column C)*	# of Originations (Column D)	$ of Originations (Column E)
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44

---

Sheet 7: Sch D3 Underserved

Quarterly Supplemental Report (QSR) Schedule D3 - Add'l Place-Based Data on Qualified Lending (Underserved Communities) * For more information regarding Federal Information Processing Series Codes (FIPS Codes) see: https://www.census.gov/library/reference/code-lists/ansi.html (links to the right) Schedule D3 requires aggregation of investments up to census tract level. Use the census tract reference maps located here: https://www.census.gov/geographies/reference-maps/2010/geo/2010-census-tract-maps.html Example: For a census tract within Summit County, Colorado with a 4.01 census tract, report 08117000401						https://www.census.gov/library/reference/code-lists/ansi.html	https://www.census.gov/geographies/reference-maps/2010/geo/2010-census-tract-maps.html
ID	State (Column A)	County/County Equivalent (Column B)	State/County/Census Tract FIPS Code (11 digits) (Column C)*	# of Originations (Column D)	$ of Originations (Column E)
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44

---

Sheet 8: Sch D4 Minority

Quarterly Supplemental Report (QSR) Schedule D4 - Add'l Place-Based Data on Qualified Lending (Minority Communities) * For more information regarding Federal Information Processing Series Codes (FIPS Codes) see: https://www.census.gov/library/reference/code-lists/ansi.html (links to the right) Schedule D4 requires aggregation of investments up to census tract level. Use the census tract reference maps located here: https://www.census.gov/geographies/reference-maps/2010/geo/2010-census-tract-maps.html Example: For a census tract within Summit County, Colorado with a 4.01 census tract, report 08117000401						https://www.census.gov/library/reference/code-lists/ansi.html	https://www.census.gov/geographies/reference-maps/2010/geo/2010-census-tract-maps.html
ID	State (Column A)	County/County Equivalent (Column B)	State/County/Census Tract FIPS Code (11 digits) (Column C)*	# of Originations (Column D)	$ of Originations (Column E)
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44

---

Sheet 9: Sch D5 Poverty

Quarterly Supplemental Report (QSR) Schedule D5 - Add'l Place-Based Data on Qualified Lending (Persistent Poverty Counties) * For more information regarding Federal Information Processing Series Codes (FIPS Codes) see: https://www.census.gov/library/reference/code-lists/ansi.html (link to the right) Schedule D5 requires aggregation of investments up to the County or County Equivalent Level. Report the State and County or County Equivalent. Example: For Summit County, Colorado report 08117						https://www.census.gov/library/reference/code-lists/ansi.html
ID	State (Column A)	County/County Equivalent (Column B)	State and County FIPS Code (5 digits) (Column C)*	# of Originations (Column D)	$ of Originations (Column E)
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44

---

Sheet 10: Sch D6 Reserv

Quarterly Supplemental Report (QSR) Schedule D6 - Add'l Place-Based Data on Qualified Lending (Indian Reservations & Native Hawaiian Homelands) A list of American Indian Area Names and Codes is available at the following link: https://www.census.gov/library/reference/code-lists/ansi.html (links to the right). Schedule D6 requires aggregation of investments up to the American Indian Area Code level. Example: For Allegany Reservation, use Area Code 0080					ANSI and FIPS Codes (census.gov)
ID	American Indian Area Name (Column A)	AIANNHCE American Indian Area Code (4 digits) (Column B)*	# of Originations (Column C)	$ of Originations (Column D)
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50

---

Sheet 11: Sch D7 Terr or PR

Quarterly Supplemental Report (QSR) Schedule D7 - Add'l Place-Based Data on Qualified Lending (U.S. Territories or Puerto Rico) * For more information regarding Federal Information Processing Series Codes (FIPS Codes) see: https://www.census.gov/library/reference/code-lists/ansi.html (links to the right) Schedule D7 requires aggregation of investments up to municipality level for Puerto Rico, and state-level for all other U.S. territories. Use the census tract reference maps located here: https://www.census.gov/geographies/reference-maps/2020/geo/2020pl-maps/2020-census-tract.html Example: For a census tract within Arroyo Municipo, Puerto Rico, report 72015280102.					https://www.census.gov/library/reference/code-lists/ansi.html	https://www.census.gov/geographies/reference-maps/2010/geo/2010-census-tract-maps.html
ID	U.S. Terr / PR Muni Name (Column A)	State/Municipality/Census Tract FIPS Code (11 digits) OR State FIPS Code (2 digits) (Column B)*	# of Originations (Column C)	$ of Originations (Column D)
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44

---

Sheet 12: Sch D8 Projects

Quarterly Supplemental Report (QSR) Schedule D8 - Add'l Place-Based Data on Qualified Lending (Projects Benefiting LMI Communities or OTP) * For more information regarding Federal Information Processing Series Codes (FIPS Codes) see: https://www.census.gov/library/reference/code-lists/ansi.html (link to the right) Schedule D8 requires aggregation of investments up to the County or County Equivalent Level. Report the State and County or County Equivalent. Example: For Summit County, Colorado report 08117							https://www.census.gov/library/reference/code-lists/ansi.html
ID	Project / Investment Type (Column A)	State (Column B)	County Name (Column C)	State and County FIPS Code (5 digits) (Column D)	# of Originations (Column E)	$ of Originations (Column F)
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44