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Equalize Community Development Fund 
 PA
  SEC # 1582138


        
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222  SEC Filings
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  from  8/7/13  to  3/12/24  (7 Weeks Ago)

  List All Filings  or
  Filer / Offerer   Owner / Insider   Issuer / Subject Company   Filing Agent   
 
Most-Recent Filing:    ‘N-23C3A’ — Notice of a Periodic Repurchase Offer by a Closed-End Investment Company — Form N-23c-3 — Filed as:  Filer / Offerer 
 
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Filings
involving  Equalize Community Development Fund 

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Forms
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, Documents
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& Exhibits
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 in  179 Filings
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 Filed as:  Filer / Offerer  or  Owner / Insider


        
Latest Filing  Type    Category    Description        Documents
     
3/12/24N-23C3AOwnership:  Notices of Periodic Repurchase Offers by Closed-End Investment Companies — Form N-23c-318
3/4/24N-CSRSUpdate:  Semi-Annual Certified Shareholder Reports by Investment Companies — Form N-CSR11
2/21/24NPORT-PUpdate:  Monthly Portfolio Investments Reports (Released Quarterly) by Investment Companies — Form N-PORT16
11/24/23NPORT-EXUpdate:  Portfolio Holdings Schedules by Investment Companies — Form N-PORT8
10/27/23486BPOSRegistration:  Post-Effective Amendments of Form N-2 Registrations — Financial Reports
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15
10/26/2340-17GUpdate:  Fidelity Bonds for Investment Companies11
9/27/2324F-2NTUpdate:  Annual Notices of Securities Sold by Investment Companies — Form 24F-22
9/22/23N-CENUpdate:  Annual Reports by Investment Companies — Form N-CEN7
9/22/23N-CSRUpdate:  Annual Certified Shareholder Reports by Investment Companies — Form N-CSR10
9/14/23NT-NCENUpdate:  Notice of a Late Filing of a Form N-CEN Annual Report — Form 12b-251
9/11/23NT-NCSRUpdate:  Notice of a Late Filing of a Form N-CSR Shareholder Report — Form 12b-251
8/29/2340-8B25Update:  Applications for Extensions of Time to File Reports by Investment Companies2
8/18/23N-PXProxy:  Annual Proxy Voting Reports by Investment Companies — Form N-PX10
1/13/22 OLDDEF 14AProxy:  Definitive Proxy Statements — Schedule 14A  OLD 3
12/22/21 OLDPRE 14AProxy:  Preliminary Proxy Statements — Schedule 14A  OLD 3
12/17/21 OLD424B3Registration:  Prospectuses – New Facts or Events  OLD 2
12/17/21 OLD486APOSRegistration:  Post-Effective Amendments of Form N-2 Registrations  OLD 3
5/5/21 OLD497Registration:  Definitive Materials  OLD 20
10/27/20 OLD497JRegistration:  Certifications of No Change in Definitive Materials  OLD 7
11/25/19 OLDN-QUpdate:  Quarterly Portfolio Holdings Schedules by Investment Companies — Form N-Q  OLD 12
3/15/19 OLDAWRegistration:  Amendment Withdrawal Request  OLD 1
3/12/19 OLDCORRESPComment:  Comment-Response and Other Letters to the SEC  [ a.k.a. COVER ]  OLD  — All Correspondence with the SEC
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9
2/26/18 OLDNSAR-AUpdate:  Semi-Annual Reports by Investment Companies — Form N-SAR  OLD 5
8/29/17 OLDNSAR-BUpdate:  Annual Reports by Investment Companies — Form N-SAR  OLD 4
8/29/16 OLDNT-NSARUpdate:  Notice of a Late Filing of a Form N-SAR Semi-Annual Report — Form 12b-25  OLD 1
6/25/14 OLDEFFECTSEC:  SEC Notices of Effectiveness  OLD 2
5/22/14 OLDPOS 8CRegistration:  Post-Effective Amendment of a Registration Statement by an Investment Company  OLD 1
11/26/13 OLDN-2Registration:  Registration Statements by Closed-End Investment Companies — Form N-2  OLD 5
8/7/13 OLDN-8ARegistration:  Notice of Registration by an Investment Company — Form N-8A  OLD 1

Letters: 
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11/26/13 OLDCOVERComment-Response and Cover Letters to the SEC  [ a.k.a. CORRESP ]  OLD  — All Correspondence with the SEC5

Form-Specific Documents: 
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11/24/23NPORT-EXPortfolio Holdings Schedules — Form N-PORT8

General Exhibits: 
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5/22/14 OLDEX-2Plans of Acquisitions, Reorganizations, Arrangements, Liquidations and Successions  OLD 3

Additional Exhibits: 
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3/4/24EX-99  &  EX-99.*Miscellaneous Exhibits, such as Press ReleasesEX-99.*  Form-Specific Exhibits...  Form N-CSR:  33 Certifications — §302 – SOA’02;  21 Certifications — §906 – SOA’02;  10 Codes of Ethics — Form N-SAR:  4 Accountants’ Reports re: Internal Controls;  1 Matters Submitted to a Vote of Security Holders  (69 total)178

Investment Company Exhibits: 
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9/22/23INTERNAL CONTROL RPTAccountants’ Reports re: Internal Controls8
9/13/19 OLDADVISORY CONTRACTSInvestment Advisor Contracts  OLD 2
9/13/19 OLDMATERIAL AMENDMENTSMaterial Amendments to Organizational Documents  OLD 3

Financials: 
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10/27/23XML  &  R#IDEA Financial Reports Info — Financial Reports
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3
10/27/23EX-101.*XBRL Data  (XBRL Files)4
10/27/23JSONXBRL Instance as JavaScript Object Notation Data  (JSON File)1
10/27/23ZIPXBRL Zipped Folder
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  (Folder of XBRL Files)
1

Graphics: 
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3/4/24GRAPHICPhotos, Images and Graphs538


Forms
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, Documents
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& Exhibits
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 in  43 Filings
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 Filed re:  Issuer / Subject Company


        

        
Latest Filing  Type    Category    Description        Documents
     
3/12/19 OLD3Ownership:  Initial Statements of Beneficial Ownership of Securities by Insiders — Form 3  OLD 32
4/3/15 OLD4Ownership:  Statements of Changes in Beneficial Ownership of Securities by Insiders — Form 4  OLD 9
5/12/14 OLDSC 13DOwnership:  Statement of Acquisition of Beneficial Ownership by an “Active” Investor — Schedule 13D  OLD 1

Letters: 
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9/6/13 OLDLETTERComment or Other Letter from the SEC  [ a.k.a. UPLOAD ]  OLD  — All Correspondence with the SEC1


        

Filings History

Year    # of Filings
In descending order
2024 3
2023 19
2022 17
2021 17
2020 14
2019 30
2018 14
2017 11
2016 15
2015 38
2014 19
2013 25

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