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5           2023 Schedule OR-LENDER                                                                                                                               Office use only      5
6           Page 1 of 1, 150-102-125  Oregon Department of Revenue  02902301010000                                                                                                     6
7           (Rev. 07-18-23, ver. 01)                                                                                                                                                   7
8           Lender’s Tax Credit                                                                                                                                                        8
9                                                                                                                                                                                      9
10                                                                                                                                                                                     10
11                                           Submit original form—do not submit photocopy.                                                                                             11
12          Corporation legal name (as shown on your Oregon return)                                       Federal employer identification number (FEIN)                                12
13          XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX                                                           99-9999999                                                                 13
14                                                                                                                                                                                     14
15          Energy conservation measures (ORS 317.112)                                                                                                                                 15
16          For loans to a residential fuel oil customer or a wood heating resident made after December 31, 1981 and before January 1, 2012.                                           16
17                                                                                                                                                                                     17
18            1.  Enter the total interest that would have been charged on the qualifying loans at an                                                                                  18
19           interest rate equal to the rate charged on nonqualifying loans made at the time the                                                                                       19
20           qualifying loan was made .............................................................................................................. 1.           99,999,999,999.00.00 20
21                                                                                                                                                                                     21
22            2.  If the director of the Department of Energy has set an upper limit, enter the total                                                                                  22
23           interest that would have been charged limiting the interest rate to the upper limit                                                                                       23
24           for loans made after the upper limit was established. If an upper limit has not been                                                                                      24
25           set, enter the amount from line 1 .................................................................................................. 2.              99,999,999,999.00.00 25
26                                                                                                                                                                                     26
27            3.  Enter the lesser of line 1 or line 2 .................................................................................................. 3.      99,999,999,999.00.00 27
28                                                                                                                                                                                     28
29            4.  Total interest allowed to be charged on qualifying loans at 6.5 percent ....................................... 4.                              99,999,999,999.00.00 29
30                                                                                                                                                                                     30
31            5.  Current year credit available (line 3 minus line 4) (Claim on Schedule OR-ASC-CORP using                                                                             31
32           credit code 848.) ........................................................................................................................... 5.     99,999,999,999.00.00 32
33                                                                                                                                                                                     33
34                                                                                                                                                                                     34
35          Affordable housing (ORS 317.097)                                                                                                                                           35
36          For loans to a project certified by the Oregon Housing and Community Services Department, or to a household participating                                                  36
37          in a community rehabilitation program made after December 31, 1989 and before January 1, 2026.                                                                             37
38                                                                                                                                                                                     38
39            1.  Finance charge that would have been charged in current year at the annual rate for                                                                                   39
40           nonsubsidized loans under like terms and conditions at the time the loan was made ................ 1.                                                99,999,999,999.00.00 40
41                                                                                                                                                                                     41
42            2.  Finance charge (including interest on the loan, the loan fee, and interest on the loan                                                                               42
43           fee) as charged .............................................................................................................................. 2.    99,999,999,999.00.00 43
44                                                                                                                                                                                     44
45            3.  Line 1 minus line 2 ........................................................................................................................ 3. 99,999,999,999.00.00 45
46                                                                                                                                                                                     46
47            4.  Limit on current year credit (4 percent of average unpaid balance of loan during the year) ......... 4.                                         99,999,999,999.00.00 47
48                                                                                                                                                                                     48
49            5.  Current year credit available (lesser of line 3 or line 4) (Claim on Schedule OR-ASC-CORP                                                                            49
50           using credit code 848.) .................................................................................................................. 5.        99,999,999,999.00.00 50
51                                                                                                                                                                                     51
52                                    Include this schedule with your Oregon corporation or insurance tax return.                                                                      52
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