JACOB AND HILDA BLAUSTEIN FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: JACOB AND HILDA BLAUSTEIN FOUNDATION INC (EIN 52-6038382)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-11-14
IRS object ID: 202413199349102786
Schema version: 2023v5.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Accounting Fees Schedule
Investments Other Schedule2
Other Assets Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-11-14T13:31:12-06:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	522174671	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	ATAPCO FINANCIAL SERVICES INC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1 South Street Suite 2950	AddressLine1Txt
City	Baltimore	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	21202	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	526038382	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	The Jacob and Hilda Blaustein	BusinessNameLine1Txt
Business Name Line2	Foundation Inc	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	JACO	BusinessNameControlTxt
Phone	4103477201	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	One South Street 2950	AddressLine1Txt
City	Baltimore	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	21202	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Jennifer A Pratt	PersonNm
Person Title	Secretary	PersonTitleTxt
Phone	4103477117	PhoneNum
Signature	2024-11-14	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Sandra L Glock	PreparerPersonNm
PTIN	P00251373	PTIN
Phone	4103477114	PhoneNum

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2024-10-15 13:58:12Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$141,791,754	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$1,550,000	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$1,063	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$1,063	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$2,403,578	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$2,403,578	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$6,123,807	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$47,352,079	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$6,123,807	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	-$625,246	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	-$622,424	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$9,453,202	TotalRevAndExpnssAmt
Total Net Invst Incm	$7,906,024	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$219,553	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$219,553	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss	$263,599	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm	$0	OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$263,599	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss	$161,035	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm	$0	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl	$161,035	PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$156,800	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$78,400	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$78,400	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$252,684	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$230,236	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$22,448	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$156,027	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$136,010	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss	$56,607	OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm	$0	OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl	$56,607	OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss	$9,342	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm	$0	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl	$9,342	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$43,211	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$43,211	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$1,318,858	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$444,646	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$854,195	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$9,032,286	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$9,032,286	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$10,351,144	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$444,646	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$9,886,481	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$897,942	ExcessRevenueOverExpensesAmt
Net Investment Income	$7,461,378	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$2,012,462	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$3,227,410	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$3,227,410	SavAndTempCashInvstEOYFMVAmt
Other Investments BOY	$120,153,690	OtherInvestmentsBOYAmt
Other Investments EOY	$113,582,071	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$133,193,278	OtherInvestmentsEOYFMVAmt
Other Assets BOY	$1,380,317	OtherAssetsBOYAmt
Other Assets EOY	$5,364,102	OtherAssetsEOYAmt
Other Assets EOYFMV	$5,371,066	OtherAssetsEOYFMVAmt
Total Assets BOY	$123,546,469	TotalAssetsBOYAmt
Total Assets EOY	$122,173,583	TotalAssetsEOYAmt
Total Assets EOYFMV	$141,791,754	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$0	CapitalStockBOYAmt
Capital Stock EOY	$0	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$123,546,469	RetainedEarningBOYAmt
Retained Earning EOY	$122,173,583	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$123,546,469	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$122,173,583	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$123,546,469	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$122,173,583	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$123,546,469	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$897,942	ExcessRevenueOverExpensesAmt
Other Increases	$989,710	OtherIncreasesAmt
Subtotal	$123,638,237	SubtotalAmt
Other Decreases	$1,464,654	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$122,173,583	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (83 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	Gross Sales PriceGrossSalesPriceAmt
Acadian International All Cap Fund	P	2023-01-01	2023-12-31	$13,190	-$13,190	-$13,190
Acadian International All Cap Fund	P	2022-01-01	2023-12-31	$18,030	-$18,030	-$18,030
Artisan Sustainable Emerging Markets	P	2023-01-01	2023-12-31	$2,677	-$2,677	-$2,677
Artisan Sustainable Emerging Markets	P	2022-01-01	2023-12-31	$733,416	-$733,416	-$733,416
Catalio (Camden Partners) Nexus Fund, L.P.	P	2022-01-01	2023-12-31		$6,738	$6,738	$6,738
Catalio (Camden Partners) Nexus Fund, L.P. II	P	2022-01-01	2023-12-31	$2,790	-$2,790	-$2,790
Catalio (Camden Partners) Nexus Fund, L.P. III	P	2022-01-01	2023-12-31		$8,085	$8,085	$8,085
Catalio (Camden Partners) Nexus Fund, L.P. III	P	2023-01-01	2023-12-31		$11,404	$11,404	$11,404
Coller International - Distribution in excess of basis	P		2023-12-31		$2,659	$2,659	$2,659
Commonfund International Partners VI	P	2023-01-01	2023-12-31		$18	$18	$18
Commonfund International Partners VI	P	2022-01-01	2023-12-31		$9,207	$9,207	$9,207
Commonfund Private Equity Partners VII	P	2023-01-01	2023-12-31		$166	$166	$166
Commonfund Private Equity Partners VII	P	2022-01-01	2023-12-31		$81,734	$81,734	$81,734
Commonfund Venture Partners VI	P	2022-01-01	2023-12-31	$9,602	-$9,602	-$9,602
Commonfund Venture Partners VI	P	2023-01-01	2023-12-31		$7	$7	$7
Ecosystem Investment Partners IV	P	2022-01-01	2023-12-31	$4,644	-$4,644	-$4,644
Gatewood Capital Opportunity Fund L.P.	P	2023-01-01	2023-12-31	$2,997	-$2,997	-$2,997
Gatewood Capital Opportunity Fund L.P.	P	2022-01-01	2023-12-31		$6,769	$6,769	$6,769
HighVista International Partners II LP	P	2022-01-01	2023-12-31		$22,793	$22,793	$22,793
HighVista International Partners II LP	P	2023-01-01	2023-12-31		$74	$74	$74
HighVista International Partners LP	P	2023-01-01	2023-12-31		$8,455	$8,455	$8,455
HighVista International Partners LP	P	2022-01-01	2023-12-31		$14,055	$14,055	$14,055
HighVista Private Equity III LP	P	2023-01-01	2023-12-31		$13	$13	$13
HighVista Private Equity III LP	P	2022-01-01	2023-12-31		$3,701	$3,701	$3,701
HighVista Private Equity IV LP	P	2023-01-01	2023-12-31		$1	$1	$1
HighVista Private Equity IV LP	P	2022-01-01	2023-12-31	$3,191	-$3,191	-$3,191
HighVista Venture Capital VI LP	P	2023-01-01	2023-12-31	$604	-$604	-$604
HighVista Venture Capital VI LP	P	2022-01-01	2023-12-31		$3,465	$3,465	$3,465
Industry Venture Partners VII LP	P	2023-01-01	2023-12-31	$60	-$60	-$60
Industry Venture Partners VII LP	P	2022-01-01	2023-12-31		$65,748	$65,748	$65,748
Industry Venture Partners VIII LP	P	2023-01-01	2023-12-31		$577	$577	$577
Industry Venture Partners VIII LP	P	2022-01-01	2023-12-31		$51,159	$51,159	$51,159
K5 Private Investors LP	P	2022-01-01	2023-12-31		$45	$45	$45
K5 Private Investors LP	P	2023-01-01	2023-12-31		$5,129	$5,129	$5,129
LCP VII - Distribution in excess of basis	P		2023-12-31		$25,474	$25,474	$25,474
Lead Edge Capital VI, LP	P	2023-01-01	2023-12-31		$1,272	$1,272	$1,272
Lead Edge Capital VI, LP	P	2022-01-01	2023-12-31		$885	$885	$885
Legal & General MSCI EAFE Fund LLC	P	2023-01-01	2023-12-31		$2,973	$2,973	$2,973
Legal & General MSCI EAFE Fund LLC	P	2022-01-01	2023-12-31		$196,610	$196,610	$196,610
New Mountain Partners V (AIV-C2), LP	P	2022-01-01	2023-12-31		$322,555	$322,555	$322,555
New Mountain Partners V (AIV-D2), LP	P	2022-01-01	2023-12-31		$112	$112	$112
New Mountain Partners V, LP	P	2022-01-01	2023-12-31		$138,864	$138,864	$138,864
New Mountain VI	P	2023-01-01	2023-12-31		$161	$161	$161
Oaktree Real Estate Opportunities Fund V	P	2022-01-01	2023-12-31		$4,466	$4,466	$4,466
Ownership Capital Global Equity (USD) Fund, LP	P	2023-01-01	2023-12-31	$17,688	-$17,688	-$17,688
Ownership Capital Global Equity (USD) Fund, LP	P	2022-01-01	2023-12-31		$158,947	$158,947	$158,947
OZM Mezzanine II - Distribution in excess of basis	P				$527	$527	$527
PB Strategic Partners Feeder Fund IV	P	2022-01-01	2023-12-31	$1,113	-$1,113	-$1,113
PB Strategic Partners Feeder Fund IV	P	2023-01-01	2023-12-31	$18	-$18	-$18
Publicly traded securities			2023-12-31	$39,118,160	$4,503,588	$4,503,588	$43,621,748
RCP VII Feeder - Distribution in excess of basis	P		2023-12-31		$82,494	$82,494	$82,494
Rockefeller Libra QP	P	2022-01-01	2023-12-31		$686,794	$686,794	$686,794
Rockefeller Libra QP	P	2023-01-01	2023-12-31		$265,952	$265,952	$265,952
Russell 1000 Growth Fund B	P	2022-01-01	2023-12-31		$648,505	$648,505	$648,505
Russell 1000 Growth Fund B	P	2023-01-01	2023-12-31		$10,417	$10,417	$10,417
Russell 1000 Value Fund B	P	2023-01-01	2023-12-31		$262,667	$262,667	$262,667
Russell 1000 Value Fund B	P	2022-01-01	2023-12-31		$371,995	$371,995	$371,995
Siguler Guff Distressed Opportunities Fd III	P	2023-01-01	2023-12-31	$232	-$232	-$232
Siguler Guff Distressed Opportunities Fd III	P	2022-01-01	2023-12-31	$1,032	-$1,032	-$1,032
Siguler Guff Distressed Opportunities Fd IV	P	2022-01-01	2023-12-31		$476	$476	$476
SJF Ventures IV, LP	P	2022-01-01	2023-12-31	$141,813	-$141,813	-$141,813
SJF Ventures IV, LP	P	2023-01-01	2023-12-31		$28	$28	$28
SJF Ventures V, LP	P	2022-01-01	2023-12-31	$12,365	-$12,365	-$12,365
Spur Ventures III	P	2022-01-01	2023-12-31		$37,942	$37,942	$37,942
Spur Ventures III	P	2023-01-01	2023-12-31		$520	$520	$520
Spur Ventures IV	P	2023-01-01	2023-12-31		$1,196	$1,196	$1,196
Spur Ventures IV	P	2022-01-01	2023-12-31		$71,031	$71,031	$71,031
Spur Ventures V	P	2023-01-01	2023-12-31		$518	$518	$518
Spur Ventures V	P	2022-01-01	2023-12-31		$27,531	$27,531	$27,531
Spur Ventures VI	P	2023-01-01	2023-12-31	$61	-$61	-$61
Spur Ventures VI	P	2022-01-01	2023-12-31		$879	$879	$879
Strategic Partners III - loss on disposal	P	2022-01-01	2023-12-31	$3,703	-$3,703	-$3,703
Strategic Partners III, LP	P	2022-01-01	2023-12-31	$66,942	-$66,942	-$66,942
The Rise Fund FOF, LP	P	2023-01-01	2023-12-31		$1	$1	$1
The Rise Fund FOF, LP	P	2022-01-01	2023-12-31		$1,382	$1,382	$1,382
The Rise Fund II DE AIV I, LP	P	2022-01-01	2023-12-31		$2,864	$2,864	$2,864
TPG Rise Climate DE AIV I	P	2022-01-01	2023-12-31		$3,547	$3,547	$3,547
Wellington - CTF Intl Quality Growth	P	2023-01-01	2023-12-31		$25,245	$25,245	$25,245
Wellington - CTF Intl Quality Growth	P	2022-01-01	2023-12-31	$69,183	-$69,183	-$69,183
Wellington - loss on disposal	P	2022-01-01	2023-12-31	$1,004,761	-$1,004,761	-$1,004,761
PB Strategic Partners Feeder Fund IV - Distrib in excess of basis	P	2022-01-01	2023-12-31		$6,055	$6,055	$6,055
New Mountain Partners V - Distribution in excess of basis	P	2022-01-01	2023-12-31		$2,962	$2,962	$2,962
Capital Gains Dividends	P				$64,482	$64,482	$64,482

Field	Value	IRS element (for citing)
Capital Gain Net Income	$6,123,807	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$103,713	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$103,713	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$103,713	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$93,757	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$50,000	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$143,757	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$40,044	OverpaymentAmt
Applied To ES Tax	$40,044	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	MD	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	www.blaufund.org	WebsiteAddressTxt
Individual With Books	Jennifer L Bove CPA	IndividualWithBooksNm
Phone	4103477205	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	One South St Ste 2950	AddressLine1Txt
City	Baltimore	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	21202	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (15 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
Michael J Hirschhorn
c/o AFS One South St 2950	Baltimore	MD	21202	President & Director	30.00	$104,455	$48,313	$0
Barbara S Roswell
c/o AFS One South St 2950	Baltimore	MD	21202	Vice President & Director	0.00	$0	$0	$0
Sarah H Shapiro
c/o AFS One South St 2950	Baltimore	MD	21202	Vice President & Director	0.00	$0	$0	$0
Jennifer A Pratt
c/o AFS One South St 2950	Baltimore	MD	21202	Secretary	0.00	$0	$0	$0
Betsy F Ringel
c/o AFS One South St 2950	Baltimore	MD	21202	Assistant Secretary & Executive Dir.	30.00	$115,098	$22,922	$0
Scott L Soffen
c/o AFS One South St 2950	Baltimore	MD	21202	Assistant Secretary	0.00	$0	$0	$0
Stephen J Bass
c/o AFS One South St 2950	Baltimore	MD	21202	Treasurer	0.00	$0	$0	$0
Sandra L Glock
c/o AFS One South St 2950	Baltimore	MD	21202	Assistant Treasurer	0.00	$0	$0	$0
Daniel B Hirschhorn
c/o AFS One South St 2950	Baltimore	MD	21202	Assistant Treasurer	0.00	$0	$0	$0
Anne L Shelton
c/o AFS One South St 2950	Baltimore	MD	21202	Assistant Treasurer	0.00	$0	$0	$0
Jennifer L Bove
c/o AFS One South St 2950	Baltimore	MD	21202	Assistant Treasurer	0.00	$0	$0	$0
Arthur E Roswell
c/o AFS One South St 2950	Baltimore	MD	21202	Director	0.00	$0	$0	$0
Gina B Hirschhorn
c/o AFS One South St 2950	Baltimore	MD	21202	Director	0.00	$0	$0	$0
Majorie B Roswell
c/o AFS One South St 2950	Baltimore	MD	21202	Director	0.00	$0	$0	$0
Judith R Weinstein
c/o AFS One South St 2950	Baltimore	MD	21202	Director	0.00	$0	$0	$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee BenefitsEmployeeBenefitsAmt	Expense AccountExpenseAccountAmt
Brenda Zlatin
One South Street 2900	Baltimore	MD	21202	Program Officer	35.00	$147,108	$39,698	$0
Lara Hall
One South Street 2900	Baltimore	MD	21202	Program Officer	15.00	$67,161	$5,698	$0
April Crowder
One South Street 2900	Baltimore	MD	21202	Grant Administrator	25.00	$49,330	$8,858	$0

Field	Value	IRS element (for citing)
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Service TypeServiceTypeTxt	CompensationCompensationAmt
Atapco Financial Services Inc
One South Street 2950	Baltimore	MD	212023298	Acct, Tax & Invest.	$156,800
Mercer
500 West Madison St 2740	Chicago	IL	60661	Inv Counsel/Mgmt Fee	$145,176
Spur Ventures (via K-1)
2370 Nowata Place	Bartlesville	OK	74006	Investment Management	$110,949
Rockefeller & Company (via K-1)
30 Rockefeller Plaza Suite 5425	New York	NY	10112	Investment Management	$91,690
PB Strategic Partners Feeder Fd IV (via K-1)
11 Madison Ave 9th Floor	New York	NY	10010	Investment Management	$65,277

Field	Value	IRS element (for citing)
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	Additional Investment into Koret Israel Economic Development Funds - support for the SAWA micro-finance fund for low-income women	Description1Txt
Expenses1	$200,000	Expenses1Amt
Description2	Additional Investment into Social Finance Israel - support for Momentum, a Social Impact Bond to improve outcomes on the 4 and 5 unit math matriculation exams for high school students in Rahat	Description2Txt
Expenses2	$50,189	Expenses2Amt
Total	$250,189	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$132,876,147	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$4,578,737	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$137,454,884	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$137,454,884	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$2,061,823	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$135,393,061	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$6,769,653	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$6,769,653	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$103,713	TaxBasedOnInvestmentIncomeAmt
Total Tax	$103,713	TotalTaxAmt
Distributable Before Adj	$6,665,940	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$135,700	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$6,801,640	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$6,801,640	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$9,886,481	ExpensesAndContributionsAmt
Program Related Invst Total	$250,189	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$10,136,670	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$6,801,640	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$2,383,705	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$2,691,982	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$2,988,621	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$1,723,972	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$2,361,236	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$12,149,516	TotalExcessDistributionCyovAmt
Qualifying Distributions	$10,136,670	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$6,801,640	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$3,335,030	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$15,484,546	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$2,383,705	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$13,100,841	ExcessDistriCyovToNextYrAmt
Excess From Year4	$2,691,982	ExcessFromYear4Amt
Excess From Year3	$2,988,621	ExcessFromYear3Amt
Excess From Year2	$1,723,972	ExcessFromYear2Amt
Excess From Year1	$2,361,236	ExcessFromYear1Amt
Excess From Current Year	$3,335,030	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	Michael J Hirschhorn Regan Ralph	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	BPG One South Street 2900	AddressLine1Txt
City	Baltimore	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	212023334	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	4103477201	RecipientPhoneNum
Form And Info And Materials	Letter	FormAndInfoAndMaterialsTxt
Submission Deadlines	None	SubmissionDeadlinesTxt
Restrictions On Awards	This organization does not make gifts or contributions to individuals.	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (192 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt	Address Line1RecipientForeignAddress/AddressLine1Txt	CityRecipientForeignAddress/CityNm	Province Or StateRecipientForeignAddress/ProvinceOrStateNm	CountryRecipientForeignAddress/CountryCd
100 Black Men of Maryland
4413 Liberty Heights Ave	Gwynn Oak	MD	21207	n/a	501(c)(3)	general support	$2,500
Adamah
5425 Mount Gilead Road	Reisterstown	MD	211364110	n/a	501(c)(3)	general support	$50,000
American Civil Liberties Union Foundation of Maryland
3600 Clipper Mill Road Suite 350	Baltimore	MD	21211	n/a	501(c)(3)	support for the Right to Education program	$60,000
American Friends of ELI
P O Box 12	Merion Station	PA	19066	n/a	501(c)(3)	support for emergency response to the Israel-Hamas War	$35,000
American Friends of ELI
P O Box 12	Merion Station	PA	19066	n/a	501(c)(3)	general support for therapeutic services to victims of child abuse	$25,000
American Friends of ITIM
247 West 36th Street Fifth Floor	New York	NY	10018	n/a	501(c)(3)	general support to promote religious freedom and pluralism in Israel	$25,000
American Friends of NATAL
1120 Avenue of the Americas 4th	New York	NY	100366700	n/a	501(c)(3)	support for emergency response to the Israel-Hamas War	$35,000	Floor
American Friends of the Heschel Center Inc
1814 Shady Avenue	Pittsburgh	PA	15217	n/a	501(c)(3)	support to promote environmental leadership and educate for sustainability	$35,000
American Jewish World Service
45 West 36th Street	New York	MD	10018	n/a	501(c)(3)	support for AJWS's work on child, early, and forced marriage and unions	$100,000
American Visionary Art Museum Inc
800 Key Highway	Baltimore	MD	21230	n/a	501(c)(3)	general support	$25,000
Americans for Ben-Gurion University
1001 Avenue of the Americas 19th	New York	NY	10018	n/a	501(c)(3)	support for Bridge to the Academy, a program for gifted Bedouin high school students at the Jusidman Science Center for Youth at Ben Gurion University	$50,000	Floor
Americans for Ben-Gurion University
1001 Avenue of the Americas 19th	New York	NY	10018	n/a	501(c)(3)	support for emergency response to the Israel-Hamas war	$35,000	Floor
Americans for Ben-Gurion University
1001 Avenue of the Americas 19th	New York	NY	10018	n/a	501(c)(3)	support for Gateway to the Academy, a preparatory year for Bedouin students at Ben Gurion University	$50,000	Floor
Arts Every Day Inc
1505 Eutaw Place Suite 204	Baltimore	MD	21217	n/a	501(c)(3)	general support	$35,000
Arts for Learning Maryland
21 East North Avenue 1st Floor	Baltimore	MD	212020000	n/a	501(c)(3)	general support for programming in Baltimore City and support for the Access for All program	$60,000
Asylum Access
344 Thomas L Berkley Way	Oakland	CA	94612	n/a	501(c)(3)	core support and support for the Resourcing Refugee Leadership Initiative	$50,000
Asylum Seeker Advocacy Project
228 Park Avenue S No 84810	New York	NY	100031502	n/a	501(c)(3)	general support	$50,000
AVODAH The Jewish Service Corps
195 Montague Street 14th Floor -	Brooklyn	NY	11201	n/a	501(c)(3)	general support	$75,000	WeWork Office 1249
Backyard Basecamp
5111 Plainfield Avenue	Baltimore	MD	21206	n/a	501(c)(3)	general support	$25,000
Baltimore Animal Rescue and Care Shelter Inc
2490 Giles Road	Baltimore	MD	21225	n/a	501(c)(3)	matching gift	$200
Baltimore Arts Realty Corporation
2519 North Charles Street	Baltimore	MD	212184602	n/a	501(c)(3)	support for Motor House	$15,000
Baltimore Child First Authority Inc
3904 Hickory Avenue Suite 200	Baltimore	MD	21211	n/a	501(c)(3)	support for the community schools program	$35,000
Baltimore Civic Fund
1 North Charles Street Suite 1600	Baltimore	MD	21201	n/a	501(c)(3)	support for the Group Violence Reduction Strategy of the Mayor's Office of Neighborhood Safety and Engagement	$53,000
Baltimore Clayworks Inc
5707 Smith Avenue	Baltimore	MD	21209	n/a	501(c)(3)	general support	$35,000
Baltimore Corps
2401 Liberty Heights Avenue 2730	Baltimore	MD	21215	n/a	501(c)(3)	general support	$35,000
Baltimore Educational Scholarship Trust
900 East Fayette Street PO Box	Baltimore	MD	21203	n/a	501(c)(3)	general support	$35,000	13470
Bend the Arc A Jewish Partnership for Justice
330 Seventh Avenue 19th Floor	New York	NY	100015010	n/a	501(c)(3)	support to engage Jews in promoting economic opportunity and social justice for all Americans	$75,000
Bend the Arc A Jewish Partnership for Justice
330 Seventh Avenue 19th Floor	New York	NY	100015010	n/a	501(c)(3)	support for the Jewish Social Justice Roundtable to promote collaboration that advances social justice as a core expression of Jewish values	$35,000
Beth Am Synagogue
2701 North Charles Street Suite 402	Baltimore	MD	21218	n/a	501(c)(3)	matching gift	$1,676
Bizchut The Israel Human Rights Center for People with Disabilities
				n/a	501(c)(3)	support for Bizchut's advocacy efforts on behalf of people with disabilities	$6,000		3 Kanfei Nesharim Street	Jerusalem	Jerusalem	IS
Black Arts District
1214 Eutaw Place Office 3	Baltimore	MD	212173605	n/a	501(c)(3)	general support	$25,000
Black Girls Smile Inc
1660 Kenmore Street SW	Atlanta	GA	303112760	n/a	501(c)(3)	matching gift	$300
Black Women Build - Baltimore
PO Box 16564	Baltimore	MD	212170564	n/a	501(c)(3)	matching gift	$300
Breast Cancer Prevention Partners
1388 Sutter Street Suite 400	San Francisco	CA	941095400	n/a	501(c)(3)	general support	$50,000
Brigid Alliance
PO Box 58	New York	NY	100240058	n/a	501(c)(3)	support to provide financial and practical assistance to people seeking abortions	$50,000
Business & Human Rights Resource Centre
450 Lexington Avenue 4407	New York	NY	10163	n/a	501(c)(3)	general support	$30,000
Center for Reproductive Rights
199 Water Street 22nd Floor	New York	NY	10038	n/a	501(c)(3)	renewed support for the Global Program	$30,000
Chesapeake Shakespeare Company
7 South Calvert Street	Baltimore	MD	21202	n/a	501(c)(3)	support for education and outreach programs	$25,000
Children's Environmental Health Network
110 Maryland Avenue NE Suite 404	Washington	DC	200025626	n/a	501(c)(3)	general support	$25,000
Chizuk Amuno Congregation
8100 Stevenson Road	Baltimore	MD	21208	n/a	501(c)(3)	matching gift	$720
City Neighbors Foundation
4301 Raspe Avenue	Baltimore	MD	212061913	n/a	501(c)(3)	support for the promotion of progressive education practices in Baltimore City public schools	$20,000
City Teaching Alliance
8 Market Place Suite 410	Baltimore	MD	21202	n/a	501(c)(3)	support for the teacher training and certification program in Baltimore City	$85,000
Comprehensive Housing Assistance Inc
5809 Park Heights Avenue	Baltimore	MD	21215	n/a	501(c)(3)	support for the School-Community Partnerships Program	$30,000
Confluence Philanthropy
1 Penn Plaza Box 6169	New York	NY	10119	n/a	501(c)(3)	general support through membership in 2024	$1,650
Creative Alliance
3134 Eastern Avenue	Baltimore	MD	212243963	n/a	501(c)(3)	general support	$25,000
Disability Rights Fund
89 South Street Suite 203	Boston	MA	02111	n/a	501(c)(3)	general support	$50,000
Disability Rights International
1050 Connecticut Avenue NW Suite	Washington	DC	20036	n/a	501(c)(3)	general support to promote the human rights of people with mental disabilities worldwide	$55,000	500
Economic Action MD
2209 Maryland Avenue	Baltimore	MD	212185627	n/a	501(c)(3)	support for the Campaign to End Medical Debt	$35,000
Ecopeace Friends of the Earth Middle East
6534 Spring Valley Drive	Alexandria	VA	22312	n/a	501(c)(3)	general support	$30,000
Elev8 Baltimore
844 Roundview Road	Baltimore	MD	21225	n/a	501(c)(3)	support for the community schools program	$35,000
Encounter Programs Inc
1 West 4th Street	New York	NY	10012	n/a	501(c)(3)	renewed general support	$50,000
Enoch Pratt Free Library of Baltimore City
400 Cathedral Street	Baltimore	MD	212014401	n/a	501(c)(3)	capital support for the new Park Heights library branch	$150,000
Enoch Pratt Free Library of Baltimore City
400 Cathedral Street	Baltimore	MD	212014401	n/a	501(c)(3)	support for the Branch Improvement Fund	$30,000
Environmental Integrity Project
1000 Vermont Avenue NW Suite 1100	Washington	DC	20005	n/a	501(c)(3)	support for the Baltimore Environmental Justice Campaign	$40,000
Environmental Working Group
1250 I Street NW Suite 1000	Washington	DC	20005	n/a	501(c)(3)	support for the Science Program	$50,000
Fish Feel
1200 Taney Road	Silver Spring	MD	209042160	n/a	501(c)(3)	matching gift	$500
Footsteps
114 John Street 930	New York	NY	102729948	n/a	501(c)(3)	support for programs that assist ultra-Orthodox Jews to explore life beyond their insular communities	$35,000
Friends of Israel's Environment
231 Bussey Street	Dedham	MA	02026	n/a	501(c)(3)	support for Adam Teva V'Din's environmental litigation and advocacy	$100,000
Friends of the Arava Institute
1320 Centre Street Suite 206	Newton Centre	MA	02459	n/a	501(c)(3)	scholarship support for Jordanian and Palestinian students at the Arava Institute for Environmental Studies	$30,000
Friends of the Israel Movement for Progressive Judaism
211 South Spalding Drive S403	Beverly Hills	CA	902123664	n/a	501(c)(3)	supportfor the Israel Religious Action Cener to promote religious pluralism and the rule of law through advocacy, research, public education and litigation	$75,000
Fund for Educational Excellence
800 North Charles Street Suite 400	Baltimore	MD	212015322	n/a	501(c)(3)	matching gift	$1,500
Fund for Educational Excellence
800 North Charles Street Suite 400	Baltimore	MD	212015322	n/a	501(c)(3)	general support	$60,000
Fund for Educational Excellence
800 North Charles Street Suite 400	Baltimore	MD	212015322	n/a	501(c)(3)	support for Strong Schools Maryland	$50,000
Fund for Global Human Rights
1301 Connecticut Avenue NW Suite	Washington	DC	20036	n/a	501(c)(3)	general support to make grants to local and regional human rights groups around the world	$100,000	400
Funders for Reproductive Equity
PO Box 750	Rockville	MD	208480750	n/a	501(c)(3)	general support through membership for 2023	$1,375
Fusion Partnerships Inc
1601 Guilford Avenue 2 South	Baltimore	MD	212022877	n/a	501(c)(3)	general support	$25,000
Fusion Partnerships Inc
1601 Guilford Avenue 2 South	Baltimore	MD	212022877	n/a	501(c)(3)	support for the Intercultural Counseling Connection	$60,000
Fusion Partnerships Inc
1601 Guilford Avenue 2 South	Baltimore	MD	212022877	n/a	501(c)(3)	support for the Teachers' Democracy Project's teacher and parent training on restorative approaches to school reform	$25,000
Girls Going Global
358 Fraser Street	Atlanta	GA	303123906	n/a	501(c)(3)	matching gift	$540
Global Refuge
700 Light Street	Baltimore	MD	212303850	n/a	501(c)(3)	support for the Migrant Mental Health Services program in Baltimore	$25,000
Govans Ecumenical Development Corporation
401 Woodbourne Avenue	Baltimore	MD	21212	n/a	501(c)(3)	matching gift	$200
Grantmakers Concerned with Immigrants and Refugees
P O Box 2178	Petaluma	CA	94953	n/a	501(c)(3)	general support through membership in 2023	$3,750
Grantmakers for Education
400 SE 103rd Drive 33348	Portland	OR	97216	n/a	501(c)(3)	general support through membership	$2,700
Greater Baltimore Cultural Alliance
120 West North Avenue Suite 305	Baltimore	MD	21201	n/a	501(c)(3)	general support	$20,000
Healthy Neighborhoods Inc
11 East Mount Royal Avenue Suite	Baltimore	MD	212022470	n/a	501(c)(3)	support for Dance Baltimore	$15,000	302
HIAS
P O Box 97077	Washington	DC	200907077	n/a	501(c)(3)	support for humanitarian relief in Ukraine	$25,000
Historic East Baltimore Community Action Coalition Inc
1212 North Wolfe Street	Baltimore	MD	21213	n/a	501(c)(3)	support for Healthy Minds at Work, a mental health program for young adults enrolled in the Youth Opportunity Center	$25,000
Holistic Life Foundation Inc
1014 West 36th Street Suite 403	Baltimore	MD	21211	n/a	501(c)(3)	support for mindfulness programming in Baltimore City schools	$35,000
I AM MENtality
4115 Frederick Avenue	Baltimore	MD	212290142	n/a	501(c)(3)	support for the Health and Wellness Program	$25,000
If When How Lawyering for Reproductive Justice
1714 Franklin Street Suite 100 393	Oakland	CA	946123409	n/a	501(c)(3)	support for legal aid, policy advocacy, and litigation on the right to abortion	$50,000
International Refugee Assistance Project
One Battery Park Plaza 4th Floor	New York	NY	10004	n/a	501(c)(3)	general support	$50,000
J Street Education Fund Inc
PO Box 66073	Washington	DC	20035	n/a	501(c)(3)	matching gift	$500
Jewish Community Foundation of Greater Mercer
457 Nassau Street Suite 101	Princeton	NJ	08540	n/a	501(c)(3)	matching gift	$5,000
Jewish Council for Public Affairs
25 Broadway Suite 1700	New York	NY	10004	n/a	501(c)(3)	support for Resetting the Table, an effort to promote nuanced dialogue in the Jewish community about the Palestinian-Israeli conflict	$125,000
Jewish Funders Network
150 West 30th Street Suite 900	New York	NY	100014125	n/a	501(c)(3)	support for the Social Venture Fund for Jewish-Arab Equality and Shared Society emergency response to the Israel-Hamas war	$50,000
Jewish Funders Network
150 West 30th Street Suite 900	New York	NY	100014125	n/a	501(c)(3)	general support through membership	$8,000
Jewish Studio Project
940 Dwight Way 13B	Berkeley	CA	94710	n/a	501(c)(3)	general support for programs to promote creativity in the Jewish world	$40,000
Jews of Color Initiative
1601 Vine Street	Los Angeles	CA	90028	n/a	501(c)(3)	general support	$75,000
Jews United for Justice
PO Box 41485	Washington	DC	20018	n/a	501(c)(3)	support for activities in Baltimore	$50,000
Jews United for Justice
PO Box 41485	Washington	DC	20018	n/a	501(c)(3)	support for the Collaborative for Jewish Organizing	$75,000
Johns Hopkins University-Peabody Institute
1 East Mount Vernon Place	Baltimore	MD	21202	n/a	501(c)(3)	support for the Tuned-In Initiative	$20,000
JOIN for Justice
PO Box 690376	Quincy	MA	021695301	n/a	501(c)(3)	general support	$35,000
LifeBridge Health
2401 West Belvedere Avenue	Baltimore	MD	212155271	n/a	501(c)(3)	capital support for the Center for Hope	$50,000
Maryland Association of Nonprofit Organizations
1500 Union Avenue Suite 2500	Baltimore	MD	21211	n/a	501(c)(3)	general support	$30,000
Maryland Citizens for the Arts Inc
120 West North Avenue Suite 302	Baltimore	MD	21201	n/a	501(c)(3)	general support	$20,000
Maryland Citizens' Health Initiative Education Fund Inc
2600 Saint Paul Street	Baltimore	MD	21218	n/a	501(c)(3)	general support	$85,000
Maryland Dental Action Coalition
10015 Old Columbia Road Suite B-215	Columbia	MD	210461703	n/a	501(c)(3)	support for the Medicaid Adult Dental Collaborative	$40,000
Maryland Institute College of Art
1300 West Mount Royal Avenue	Baltimore	MD	212174191	n/a	501(c)(3)	support for the Master of Fine Arts in Community Arts program	$40,000
Maryland Pesticide Education Network
544 Epping Forest Road	Annapolis	MD	21401	n/a	501(c)(3)	general support	$70,000
Maryland Philanthropy Network
1600 West 41st Street Suite 700	Baltimore	MD	21211	n/a	501(c)(3)	support for Climate Partners	$100,000
Maryland Philanthropy Network
1600 West 41st Street Suite 700	Baltimore	MD	21211	n/a	501(c)(3)	general support through membership in 2023	$10,000
Maryland Philanthropy Network
1600 West 41st Street Suite 700	Baltimore	MD	21211	n/a	501(c)(3)	general support through membership in 2024	$10,500
Maryland Public Interest Research Foundation
2209 Maryland Avenue Suite D	Baltimore	MD	21218	n/a	501(c)(3)	support for the toxics program	$50,000
Maryland Volunteer Lawyers for the Arts
120 West North Avenue Suite 305A	Baltimore	MD	21201	n/a	501(c)(3)	general support	$20,000
MEET International Inc
177 Huntington Avenue Suite 1703	Boston	MA	02115	n/a	501(c)(3)	support for programs that bring together Jewish and Arab teens to explore the world of technology and entrepreneurship	$25,000
Mental Health Association of Maryland Inc
1301 York Road Suite 505	Lutherville	MD	210936008	n/a	501(c)(3)	general support	$100,000
Mission Investors Exchange
107 Spring Street	Seattle	WA	981041005	n/a	501(c)(3)	general support through membership	$3,000
Moishe House
441 Saxony Road Barn 2	Encinitas	CA	92024	n/a	501(c)(3)	support for Base	$50,000
MPT Foundation Inc
PO Box 322	Owings Mills	MD	21117	n/a	501(c)(3)	matching gift	$500
NAMI Maryland Inc
10630 Little Patuxent Parkway Suite	Columbia	MD	21044	n/a	501(c)(3)	general support	$25,000	475
NAMI Metropolitan Baltimore Inc
2601 North Howard Street Suite 130	Baltimore	MD	21218	n/a	501(c)(3)	general support	$40,000
NAMI Metropolitan Baltimore Inc
2601 North Howard Street Suite 130	Baltimore	MD	21218	n/a	501(c)(3)	matching gift	$200
National Caucus of Environmental Legislators
1100 H Street NW Suite 600	Washington	DC	200055492	n/a	501(c)(3)	general support	$50,000
National Center for Family Philanthropy
1667 K Street NW Suite 550	Washington	DC	20006	n/a	501(c)(3)	general support through the Friends of the Family program	$2,500
National Health Law Program
3701 Wilshire Boulevard Suite 315	Los Angeles	CA	90010	n/a	501(c)(3)	support for efforts to secure and protect equitable access to public health care programs for low-income people	$65,000
Nature Sacred
105 Annapolis Street Suite D	Annapolis	MD	214011360	n/a	501(c)(3)	support for the Baltimore Fund, which supports the development of green spaces in underserved Baltimore neighborhoods	$30,000
New Israel Fund
PO Box 70358	Philadelphia	PA	191760358	n/a	501(c)(3)	support forHagar's emergency response to the Israel-Hamas War	$25,000
New Israel Fund
PO Box 70358	Philadelphia	PA	191760358	n/a	501(c)(3)	support for the Israel Center for Educational Innovation's work to promote literacy in Israeli elementary schools	$75,000
New Israel Fund
PO Box 70358	Philadelphia	PA	191760358	n/a	501(c)(3)	support for the Hagar school in Beersheva	$25,000
New Israel Fund
PO Box 70358	Philadelphia	PA	191760358	n/a	501(c)(3)	support for Bimkom's activities in the Negev	$75,000
New Israel Fund
PO Box 70358	Philadelphia	PA	191760358	n/a	501(c)(3)	support for the Hotline for Refugees and Migrants' work with asylum seekers and refugees	$50,000
New Israel Fund
PO Box 70358	Philadelphia	PA	191760358	n/a	501(c)(3)	support for Green Course's programs that engage Israeli young people in environmental issues	$50,000
New Israel Fund
PO Box 70358	Philadelphia	PA	191760358	n/a	501(c)(3)	renewed support for Shatil's activities in the Negev	$75,000
Nova Institute for Health
1407 Fleet Street	Baltimore	MD	21231	n/a	501(c)(3)	support for the Primary Care project	$30,000
Open Works
1400 Greenmount Avenue	Baltimore	MD	21202	n/a	501(c)(3)	general support	$15,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor	New York	NY	10017	n/a	501(c)(3)	renewed support for the Center for Women's Justice's litigation and advocacy to promote gender equality in the rabbinical court system	$25,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor	New York	NY	10017	n/a	501(c)(3)	support for Desert Stars to build leadership among Bedouin young people in the Negev	$75,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor	New York	NY	10017	n/a	501(c)(3)	support for Life and Environment's coalition building for the environmental movement in Israel	$50,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor	New York	NY	10017	n/a	501(c)(3)	support for Merchavim	$75,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor	New York	NY	10017	n/a	501(c)(3)	support for Siraj to prepare young Bedouins in the Negev for careers in the tech sector	$75,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor	New York	NY	10017	n/a	501(c)(3)	support for the Sayyid Al-Harumi Initiative to bring solar power to the Negev Bedouin community	$25,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor	New York	NY	10017	n/a	501(c)(3)	support for the Ahed Bedouin High School for Science	$50,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor	New York	NY	10017	n/a	501(c)(3)	support for Sikkuy-Aufoq's activities in the Negev	$150,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor	New York	NY	10017	n/a	501(c)(3)	capital support for construction of the new Desert Stars school	$100,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor	New York	NY	10017	n/a	501(c)(3)	support for the Tamer Center's educational programs that help Bedouin high school youth to access higher education	$50,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor	New York	NY	10017	n/a	501(c)(3)	support for El Yanabia's activities in the Negev	$75,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor	New York	NY	10017	n/a	501(c)(3)	support for AJEEC-NISPED to promote development in the Bedouin community and positive intergroup relations in the Negev	$100,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor	New York	NY	10017	n/a	501(c)(3)	support for the Sapir Academic College's emergency response to the Israel-Hamas war	$50,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor	New York	NY	10017	n/a	501(c)(3)	support for the Sapir Academic College's Gateway to the Academy Program for Bedouin students	$75,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor	New York	NY	10017	n/a	501(c)(3)	support for AJEEC-NISPED 's emergency response to the Israel-Hamas war	$50,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor	New York	NY	10017	n/a	501(c)(3)	support for Teach First Israel's work in Bedouin schools	$35,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor	New York	NY	10017	n/a	501(c)(3)	support for the Shoresh Fund's emergency response to the Israel-Hamas war	$50,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor	New York	NY	10017	n/a	501(c)(3)	support for Bizchut's advocacy efforts on behalf of people with disabilities	$19,000
Planned Parenthood of Maryland
330 North Howard Street	Baltimore	MD	212013610	n/a	501(c)(3)	support to add training and care coordination capacity to serve the growing out-of-state patient population	$50,000
Planned Parenthood of Maryland
330 North Howard Street	Baltimore	MD	212013610	n/a	501(c)(3)	matching gift	$500
Pro Bono Counseling
5900 Metro Drive	Baltimore	MD	21215	n/a	501(c)(3)	general support	$50,000
Pro Bono Counseling
5900 Metro Drive	Baltimore	MD	21215	n/a	501(c)(3)	matching gift	$200
Public Justice Center
201 North Charles Street Suite 1200	Baltimore	MD	21201	n/a	501(c)(3)	support for the Health and Benefits Equity Project	$75,000
Religious Action Center of Reform Judaism
2027 Massachusetts Avenue NW	Washington	DC	20036	n/a	501(c)(3)	general support	$70,000
Repair the World
1460 Broadway	New York	NY	10036	n/a	501(c)(3)	support for activities in Baltimore	$50,000
Restorative Response Baltimore
1500 Union Avenue Suite 2700	Baltimore	MD	212111989	n/a	501(c)(3)	support to train Baltimore City school staff in restorative practices and to offer the community conferencing model as an intervention	$50,000
Roca Inc
101 Park Street	Chelsea	MA	021502771	n/a	501(c)(3)	support for Roca Baltimore	$75,000
Rose Foundation for Communities and the Environment
201 4th Street Suite 102	Oakland	CA	946074369	n/a	501(c)(3)	support for Clearya	$35,000
Sentient Media
18 Bartol Street 1150	San Francisco	CA	94133	n/a	501(c)(3)	matching gift	$1,000
Shalom Hartman Institute of North America
475 Riverside Drive Suite 1450	New York	NY	10115	n/a	501(c)(3)	support for Wellspring, a suite of Israel education programs for high school and college students and educators who work with them	$50,000
Sierra Club Foundation
2101 Webster Street Suite 1250	Oakland	CA	94612	n/a	501(c)(3)	general support for the Maryland chapter	$30,000
Social Good Fund
PO Box 5473	Richmond	CA	94805	n/a	501(c)(3)	support for Dayenu: A Jewish Call to Climate Action	$75,000
Tahirih Justice Center
6400 Arlington Boulevard Suite 400	Falls Church	VA	22042	n/a	501(c)(3)	general support for legal advocacy on behalf of refugee women and girls fleeing gender-based violence in Baltimore, DC, Atlanta, Houston and San Francisco	$50,000
Teach For America Inc
2601 North Howard Street Suite 300	Baltimore	MD	21218	n/a	501(c)(3)	general support	$25,000
The American Jewish Committee
165 East 56 Street	New York	NY	100222746	n/a	501(c)(3)	annual support for 2023	$75,000
The American Jewish Joint Distribution Committee
220 East 42nd Street	New York	NY	10017	n/a	501(c)(3)	support for the Inter-Agency Task Force on Israeli Arab Issues	$75,000
The Associated Jewish Community Federation of Baltimore Inc
101 West Mount Royal Avenue	Baltimore	MD	212015708	n/a	501(c)(3)	support for JDC humanitarian relief in Ukraine	$25,000
The Associated Jewish Community Federation of Baltimore Inc
101 West Mount Royal Avenue	Baltimore	MD	212015708	n/a	501(c)(3)	support for emergency response to the Israel-Hamas war	$50,000
The Associated Jewish Community Federation of Baltimore Inc
101 West Mount Royal Avenue	Baltimore	MD	212015708	n/a	501(c)(3)	support for CHANA to address abuse and other forms of interpersonal trauma in the Jewish community	$35,000
The Associated Jewish Community Federation of Baltimore Inc
101 West Mount Royal Avenue	Baltimore	MD	212015708	n/a	501(c)(3)	support for the Centennial Campaign	$100,000
The Associated Jewish Community Federation of Baltimore Inc
101 West Mount Royal Avenue	Baltimore	MD	212015708	n/a	501(c)(3)	general support for the 2023 Annual Campaign	$1,300,000
The Baltimore Museum of Art
10 Art Museum Drive	Baltimore	MD	212183898	n/a	501(c)(3)	general support	$25,000
The Baltimore Symphony Orchestra
1212 Cathedral Street	Baltimore	MD	212015556	n/a	501(c)(3)	general support	$40,000
The Everyman Theatre Inc
315 West Fayette Street	Baltimore	MD	21201	n/a	501(c)(3)	general support	$45,000
The Ingenuity Project
1400 West Cold Spring Lane Room 337	Baltimore	MD	21209	n/a	501(c)(3)	general support	$35,000
The Maryland State Boychoir
3400 Norman Avenue	Baltimore	MD	21213	n/a	501(c)(3)	matching gift	$300
The Modern Classrooms Project
15 14th Street SE	Washington	DC	200031512	n/a	501(c)(3)	support for Modern Classrooms Baltimore	$75,000
The Soul Center
8101 Park Heights Avenue	Baltimore	MD	21208	n/a	501(c)(3)	general support	$20,000
The Sustainability Laboratory
229 East 85th Street PO Box 1571	New York	NY	10028	n/a	501(c)(3)	support for Project Wadi Attir	$50,000
The Tides Center
1012 Torney Avenue	San Francisco	CA	94129	n/a	501(c)(3)	support for A More Perfect Union to involve the Jewish community in efforts to preserve and promote American democracy	$50,000
TNTP
500 7th Avenue 8th Floor	New York	NY	100184502	n/a	501(c)(3)	support for the Baltimore City Teaching Residency	$50,000
Toxic Free Future
4649 Sunnyside Avenue N 540	Seattle	WA	981036963	n/a	501(c)(3)	general support for Safer States	$35,000
Toxic Free Future
4649 Sunnyside Avenue N 540	Seattle	WA	981036963	n/a	501(c)(3)	support for the Safer Chemicals, Healthy Families campaign	$40,000
University of California
200 McAllister Street	San Francisco	CA	941024978	n/a	501(c)(3)	support for CGRS' advocacy, litigation, research and educational programs to protect the rights of refugee women and children	$25,000
University of Maryland Baltimore Foundation Inc
220 North Arch Avenue 13th Floor	Baltimore	MD	21201	n/a	501(c)(3)	support for the Positive Schools Center	$50,000
University of Maryland Medical System
22 South Greene Street	Baltimore	MD	212011595	n/a	501(c)(3)	matching gift	$600
University Of Massachusetts Foundation
1 Beacon Street 31st Floor	Boston	MA	021083107	n/a	501(c)(3)	general support for the Lowell Center for Sustainable Production	$60,000
Vassar College
124 Raymond Avenue	Poughkeepsie	NY	126040725	n/a	501(c)(3)	matching gift	$500
Virginia Organizing
703 Concord Avenue	Charlottesville	VA	229035208	n/a	501(c)(3)	general support through membership in the Health and Environmental Funders Network for 2023	$1,875
Wide Angle Youth Media Inc
2601 North Howard Street Suite 160	Baltimore	MD	212184964	n/a	501(c)(3)	matching gift	$500
Wide Angle Youth Media Inc
2601 North Howard Street Suite 160	Baltimore	MD	212184964	n/a	501(c)(3)	matching gift	$200
WITNESS
80 Hanson Place 5th Floor	Brooklyn	NY	11217	n/a	501(c)(3)	general support	$35,000
WombWork Productions Inc
3724 Kimble Road	Baltimore	MD	212182028	n/a	501(c)(3)	general support	$25,000
Women's Voices For The Earth
PO Box 8743	Missoula	MT	59807	n/a	501(c)(3)	general support	$25,000
World Union for Progressive Judaism Ltd
One West Fourth Street Suite 517A	New York	NY	10012	n/a	501(c)(3)	support for young leadership development programs in the FSU	$110,000
Yeshivat Maharat
3700 Henry Hudson Parkway 2nd Floor	New York	NY	10463	n/a	501(c)(3)	support to educate and train women as Jewish spiritual leaders	$25,000
Your Public Radio Corporation
2216 North Charles Street	Baltimore	MD	21218	n/a	501(c)(3)	matching gift	$500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$9,032,286	TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (70 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt	Address Line1RecipientForeignAddress/AddressLine1Txt	CityRecipientForeignAddress/CityNm	Province Or StateRecipientForeignAddress/ProvinceOrStateNm	CountryRecipientForeignAddress/CountryCd
Adamah
5425 Mount Gilead Road	Reisterstown	MD	211364110	n/a	501(c)(3)	general support	$50,000
American Civil Liberties Union Foundation of Maryland
3600 Clipper Mill Road Suite 350	Baltimore	MD	21211	n/a	501(c)(3)	support for the Right to Education program	$60,000
Americans for Ben-Gurion University
1001 Avenue of the Americas 19th	New York	NY	10018	n/a	501(c)(3)	support for Bridge to the Academy, a program for gifted Bedouin high school students at the Jusidman Science Center for Youth at Ben Gurion University	$50,000	Floor
Arts Every Day Inc
1505 Eutaw Place Suite 204	Baltimore	MD	21217	n/a	501(c)(3)	general support	$35,000
AVODAH The Jewish Service Corps
195 Montague Street 14th Floor -	Brooklyn	NY	11201	n/a	501(c)(3)	general support	$75,000	WeWork Office 1249
Baltimore Arts Realty Corporation
2519 North Charles Street	Baltimore	MD	212184602	n/a	501(c)(3)	support for Motor House	$15,000
Baltimore Clayworks Inc
5707 Smith Avenue	Baltimore	MD	21209	n/a	501(c)(3)	general support	$35,000
Baltimore Educational Scholarship Trust
900 East Fayette Street PO Box	Baltimore	MD	21203	n/a	501(c)(3)	general support	$35,000	13470
Bend the Arc A Jewish Partnership for Justice
330 Seventh Avenue 19th Floor	New York	NY	100015010	n/a	501(c)(3)	support to engage Jews in promoting economic opportunity and social justice for all Americans	$75,000
Bend the Arc A Jewish Partnership for Justice
330 Seventh Avenue 19th Floor	New York	NY	100015010	n/a	501(c)(3)	support for the Jewish Social Justice Roundtable to promote collaboration that advances social justice as a core expression of Jewish values	$35,000
Bizchut The Israel Human Rights Center for People with Disabilities
				n/a	501(c)(3)	support for Bizchut's advocacy efforts on behalf of people with disabilities	$6,000		3 Kanfei Nesharim Street	Jerusalem	Jerusalem	IS
Black Arts District
1214 Eutaw Place Office 3	Baltimore	MD	212173605	n/a	501(c)(3)	general support	$25,000
Breast Cancer Prevention Partners
1388 Sutter Street Suite 400	San Francisco	CA	941095400	n/a	501(c)(3)	general support	$50,000
Center for Reproductive Rights
199 Water Street 22nd Floor	New York	NY	10038	n/a	501(c)(3)	renewed support for the Global Program	$30,000
Chesapeake Shakespeare Company
7 South Calvert Street	Baltimore	MD	21202	n/a	501(c)(3)	support for education and outreach programs	$25,000
City Teaching Alliance
8 Market Place Suite 410	Baltimore	MD	21202	n/a	501(c)(3)	support for the teacher training and certification program in Baltimore City	$70,000
Disability Rights Fund
89 South Street Suite 203	Boston	MA	02111	n/a	501(c)(3)	general support	$50,000
Economic Action MD
2209 Maryland Avenue	Baltimore	MD	212185627	n/a	501(c)(3)	support for the Campaign to End Medical Debt	$25,000
Ecopeace Friends of the Earth Middle East
6534 Spring Valley Drive	Alexandria	VA	22312	n/a	501(c)(3)	support for the Ecopeace Middle East Environmental NGO Forum	$30,000
Enoch Pratt Free Library of Baltimore City
400 Cathedral Street	Baltimore	MD	212014401	n/a	501(c)(3)	support for the Branch Improvement Fund	$30,000
Footsteps
114 John Street 930	New York	NY	102729948	n/a	501(c)(3)	support for programs that assist ultra-Orthodox Jews to explore life beyond their insular communities	$35,000
Friends of Israel's Environment
231 Bussey Street	Dedham	MA	02026	n/a	501(c)(3)	general support for environmental litigation and advocacy	$100,000
Fund for Educational Excellence
800 North Charles Street Suite 400	Baltimore	MD	212015322	n/a	501(c)(3)	matching gift	$1,500
Fund for Educational Excellence
800 North Charles Street Suite 400	Baltimore	MD	212015322	n/a	501(c)(3)	support for Strong Schools Maryland	$50,000
Fusion Partnerships Inc
1601 Guilford Avenue 2 South	Baltimore	MD	212022877	n/a	501(c)(3)	support for the Intercultural Counseling Connection	$60,000
International Refugee Assistance Project
One Battery Park Plaza 4th Floor	New York	NY	10004	n/a	501(c)(3)	general support	$50,000
Jewish Council for Public Affairs
25 Broadway Suite 1700	New York	NY	10004	n/a	501(c)(3)	support for Resetting the Table, an effort to promote nuanced dialogue in the Jewish community about the Palestinian-Israeli conflict	$100,000
Jewish Studio Project
940 Dwight Way 13B	Berkeley	CA	94710	n/a	501(c)(3)	general support for programs to promote creativity in the Jewish world	$40,000
Jews of Color Initiative
1601 Vine Street	Los Angeles	CA	90028	n/a	501(c)(3)	general support	$75,000
Jews United for Justice
PO Box 41485	Washington	DC	20018	n/a	501(c)(3)	support for the Collaborative for Jewish Organizing	$25,000
Johns Hopkins University-Peabody Institute
1 East Mount Vernon Place	Baltimore	MD	21202	n/a	501(c)(3)	support for the Tuned-In Initiative	$20,000
JOIN for Justice
PO Box 690376	Quincy	MA	021695301	n/a	501(c)(3)	general support	$35,000
Maryland Citizens for the Arts Inc
120 West North Avenue Suite 302	Baltimore	MD	21201	n/a	501(c)(3)	general support	$20,000
Maryland Citizens' Health Initiative Education Fund Inc
2600 Saint Paul Street	Baltimore	MD	21218	n/a	501(c)(3)	general support	$90,000
Maryland Dental Action Coalition
10015 Old Columbia Road Suite B-215	Columbia	MD	210461703	n/a	501(c)(3)	support for the Medicaid Adult Dental Collaborative	$40,000
Maryland Pesticide Education Network
544 Epping Forest Road	Annapolis	MD	21401	n/a	501(c)(3)	general support	$50,000
Maryland Volunteer Lawyers for the Arts
120 West North Avenue Suite 305A	Baltimore	MD	21201	n/a	501(c)(3)	general support	$20,000
MEET International Inc
177 Huntington Avenue Suite 1703	Boston	MA	02115	n/a	501(c)(3)	support for programs that bring together Jewish and Arab teens to explore the world of technology and entrepreneurship	$25,000
Moishe House
441 Saxony Road Barn 2	Encinitas	CA	92024	n/a	501(c)(3)	support for Base	$50,000
NAMI Maryland Inc
10630 Little Patuxent Parkway Suite	Columbia	MD	21044	n/a	501(c)(3)	general support	$25,000	475
NAMI Metropolitan Baltimore Inc
2601 North Howard Street Suite 130	Baltimore	MD	21218	n/a	501(c)(3)	general support	$40,000
NAMI Metropolitan Baltimore Inc
2601 North Howard Street Suite 130	Baltimore	MD	21218	n/a	501(c)(3)	matching gift	$300
National Caucus of Environmental Legislators
1100 H Street NW Suite 600	Washington	DC	200055492	n/a	501(c)(3)	general support	$50,000
New Israel Fund
PO Box 70358	Philadelphia	PA	191760358	n/a	501(c)(3)	general support for its programs that engage Israeli young people in environmental issues	$50,000
New Israel Fund
PO Box 70358	Philadelphia	PA	191760358	n/a	501(c)(3)	support for the Hagar school in Beersheva	$25,000
New Israel Fund
PO Box 70358	Philadelphia	PA	191760358	n/a	501(c)(3)	support for Shatil's activities in the Negev	$100,000
New Israel Fund
PO Box 70358	Philadelphia	PA	191760358	n/a	501(c)(3)	support for Bimkom's activities in the Negev	$75,000
Nova Institute for Health
1407 Fleet Street	Baltimore	MD	21231	n/a	501(c)(3)	support for the Primary Care project	$30,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor	New York	NY	10017	n/a	501(c)(3)	support for Sikkuy-Aufoq's activities in the Negev	$150,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor	New York	NY	10017	n/a	501(c)(3)	support for Siraj to prepare young Bedouins in the Negev for careers in the tech sector	$75,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor	New York	NY	10017	n/a	501(c)(3)	support for Bizchut's advocacy efforts on behalf of people with disabilities	$19,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor	New York	NY	10017	n/a	501(c)(3)	support for the Tamar Center's educational programs that help Bedouin high school youth to access higher education	$50,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor	New York	NY	10017	n/a	501(c)(3)	support for Life and Environment for coalition building for the environmental movement in Israel	$50,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor	New York	NY	10017	n/a	501(c)(3)	support for Merchavim	$25,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor	New York	NY	10017	n/a	501(c)(3)	support for El Yanabia's activities in the Negev	$75,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor	New York	NY	10017	n/a	501(c)(3)	support for AJEEC-NISPED to promote development in the Bedouin community and positive intergroup relations in the Negev	$165,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor	New York	NY	10017	n/a	501(c)(3)	support for the Center for Women's Justice's litigation and advocacy to promote gender equality in the rabbinical court system	$25,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor	New York	NY	10017	n/a	501(c)(3)	support for Desert Starrs to build leadership among Bedouin young people in the Negev	$75,000
Roca Inc
101 Park Street	Chelsea	MA	021502771	n/a	501(c)(3)	support for Roca Baltimore	$75,000
Social Good Fund
PO Box 5473	Richmond	CA	94805	n/a	501(c)(3)	support for Dayenu: A Jewish Call to Climate Action	$75,000
Teach For America Inc
2601 North Howard Street Suite 300	Baltimore	MD	21218	n/a	501(c)(3)	general support	$25,000
The American Jewish Committee
165 East 56 Street	New York	NY	100222746	n/a	501(c)(3)	annual support for 2023, 2024 and 2025	$100,000
The Associated Jewish Community Federation of Baltimore Inc
101 West Mount Royal Avenue	Baltimore	MD	212015708	n/a	501(c)(3)	general support for the 2024 Annual Campaign	$1,300,000
The Baltimore Symphony Orchestra
1212 Cathedral Street	Baltimore	MD	212015556	n/a	501(c)(3)	general support	$40,000
The Tides Center
1012 Torney Avenue	San Francisco	CA	94129	n/a	501(c)(3)	support for A More Perfect Union to involve the Jewish community in efforts to preserve and promote American democracy	$50,000
TNTP
500 7th Avenue 8th Floor	New York	NY	100184502	n/a	501(c)(3)	support for the Baltimore City Teaching Residency	$50,000
Toxic Free Future
4649 Sunnyside Avenue N 540	Seattle	WA	981036963	n/a	501(c)(3)	general support for Safer States	$35,000
Toxic Free Future
4649 Sunnyside Avenue N 540	Seattle	WA	981036963	n/a	501(c)(3)	support for the Safer Chemicals, Healthy Families campaign	$35,000
University of Maryland Baltimore Foundation Inc
220 North Arch Avenue 13th Floor	Baltimore	MD	21201	n/a	501(c)(3)	support for the Positive Schools Center	$35,000
Women's Voices For The Earth
PO Box 8743	Missoula	MT	59807	n/a	501(c)(3)	general support	$25,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Apprv Fut	$4,641,800	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$1,063	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$2,403,578	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$6,123,807	ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (20 entries)

DescDesc	ExclusionExclusionCd	ExclusionExclusionAmt	BusinessBusinessCd	Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt
Acadian International All Cap Fund	18	$15,023
Artisan Sustainable Emerging Markets	18	-$41,627
Book/Tax Adjustment	18	-$677
Catalio (Camden Partners) Nexus Fund, L.P.	18	-$5,052
Catalio (Camden Partners) Nexus Fund, L.P. II	18	-$4,326
Catalio (Camden Partners) Nexus Fund, L.P. III	18	-$5,414
Commonfund International Partners VI	18	-$729	900001	$2
Commonfund Private Equity Partners VII	18	-$3,677	900001	$9,664
Commonfund Venture Partners VI	18	-$1,555	900001	$551
Ecosystem Investment Partners IV	18	-$7,876	900001	-$6,360
FVLCRUM Fund BL LP	18	-$3,562
Gatewood Capital Opportunity Fund L.P.	18	-$11,436
HighVista International Partners II LP	18	-$4,546
HighVista International Partners LP	18	-$1,026
HighVista Private Equity III LP	18	$1,765	900001	$482
HighVista Private Equity IV LP	18	-$5,185	900001	$5,187
HighVista Venture Capital VI LP	18	-$528
Industry Venture Partners VII LP	18	-$3,616	900001	$86
Industry Venture Partners VIII LP	18	-$3,459	900001	$76
K5 Private Investors LP	18	-$31,393

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	-$2,145	UnrelatedBusinessTaxblIncmAmt
Exclusion	$7,905,347	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$7,903,202	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Person ContributionPersonContributionInd	Noncash ContributionNoncashContributionInd
American Trading & Production
1	One South Street 2800	Baltimore	MD	21202	$83,150	Yes (X)
American Trading & Production
2	One South Street 2800	Baltimore	MD	21202	$1,466,850		Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

Field	Value	IRS element (for citing)
Contributor	2	ContributorNum
Noncash Property	42000 shs BP	NoncashPropertyDesc
Fair Market Value	$1,466,850	FairMarketValueAmt
Received	2023-01-09	ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	Atapco Financial Services	CategoryTxt
Amt	$156,800	Amt
Net Investment Income	$78,400	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$78,400	DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (63 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
AB Sustainable Glbal Them	AT COST	$4,686,554	$5,170,575
Acadian International All Cap Fund	AT COST	$2,183,268	$2,547,924
Artisan Sustainable Emerging Markets Fund	AT COST	$3,195,745	$3,169,316
ASF VI LP	AT COST	$0	$134,530
AXA Secondary Fund V	AT COST	$0	$3,770
Boston Tr Walden Small Cap	AT COST	$3,530,446	$3,915,993
Catalio (FKA Camden Partners) Nexus Fund II	AT COST	$173,588	$183,665
Catalio Nexus Fund III	AT COST	$158,121	$162,777
Catalio Nexus I (FKA Camden Partners Exelixis)	AT COST	$144,094	$160,463
Cevian Capital II LTD	AT COST	$3,000,000	$3,479,396
Cohen and Steers Realty	AT COST	$1,880,543	$2,394,503
Coller International Partners V	AT COST	$0	$240
Commonfund Int'l VI	AT COST	$233,265	$77,776
Commonfund PE VII	AT COST	$114,547	$206,654
Commonfund Venture VI	AT COST	$46,803	$448
Ecosystem Investment Partners IV	AT COST	$354,772	$424,478
FVLCRUM Fund BL LP	AT COST	$148,305	$135,199
Gatewood Capital Opp Fund	AT COST	$310,881	$427,232
Generation Sustainable Solutions Fund IV	AT COST	$225,000	$181,191
HighVista International	AT COST	$77,722	$72,235
HighVista International II	AT COST	$167,948	$284,508
HighVista Private Equity III	AT COST	$45,218	$61,523
HighVista Private Equity IV	AT COST	$203,319	$234,780
HighVista Ventures VI	AT COST	$116,031	$156,252
Impax Global Environmental Markets Fund	AT COST	$3,330,000	$3,950,552
Industry Ventures Sec Fd VIII	AT COST	$479,771	$764,291
Industry Ventures Secondary Fd VII	AT COST	$192,673	$254,057
Ironwood International	AT COST	$2,425,631	$6,567,022
JPMorgan Riverbridge	AT COST	$1,825,599	$2,569,794
K5 Private Investors	AT COST	$420,891	$580,194
Lazard GL List Infrastr Inst	AT COST	$3,093,444	$3,039,152
Lead Edge Capital VI	AT COST	$324,505	$358,753
Legal & General MSCI EAFE Fund LLC	AT COST	$7,047,181	$7,668,256
Lexington Capital Partners VII	AT COST	$0	$106,351
New Mountain Partners V	AT COST	$617,671	$1,283,747
New Mountain Partners VI	AT COST	$731,918	$913,178
Nuveen Core Impact Fund	AT COST	$9,567,581	$9,747,339
Oaktree RE Ops Fund V	AT COST	$71,821	$14,186
Ownership Capital Global Equity Fund	AT COST	$3,835,580	$4,488,526
PB Strategic Partners IV (FKA CS Strategies IV)	AT COST	$0	$4,554
Pointer Offshore	AT COST	$2,052,610	$5,036,705
RBC Bluebay Cap Com	AT COST	$3,356,990	$2,909,421
RBC Emerging Markets Equity	AT COST	$3,685,577	$3,824,966
RBC International Opportunity	AT COST	$6,017,565	$4,605,919
RCP VII Feeder	AT COST	$0	$632,202
RFM Affordable Housing Fund	AT COST	$349,952	$371,655
Russell 1000 Growth	AT COST	$13,533,478	$13,981,960
Russell 1000 Value	AT COST	$16,671,506	$16,413,438
Siguler Guff III	AT COST	$141,699	$217,900
Siguler Guff IV	AT COST	$210,341	$182,557
SJF Ventures IV	AT COST	$665,963	$1,041,926
SJF Ventures V	AT COST	$242,201	$247,000
Southpoint Qualified Offshore Fund	AT COST	$2,500,000	$4,295,128
Spur Ventures III	AT COST	$424,430	$1,317,740
Spur Ventures IV	AT COST	$704,944	$1,570,613
Spur Ventures V	AT COST	$829,558	$1,366,367
Spur Ventures VI	AT COST	$652,632	$976,792
Stewart Investors Worldwise Sustainability Fund	AT COST	$4,405,772	$5,347,203
The Rise FOF	AT COST	$418,143	$559,491
The Rise Fund II	AT COST	$630,845	$867,737
The Rise Fund III	AT COST	$198,651	$218,712
TPG Rise Climate	AT COST	$202,014	$254,080
Vista Equity Partners Fund VII	AT COST	$726,764	$1,058,386

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (9 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
Dividend receivable	$48,069	$56,734	$56,734
Due from Pointer Offshore, LTD	$0	$3,674,303	$3,674,303
Due from Rockefeller Libra	$0	$681	$681
Due from The Rise Fund II - special contributions	$30,708	$4,583	$4,583
Expense reimbursement receivable	$332,387	$408,459	$408,459
Israeli Shekel	$0	$135,700	$142,664
Koret Israel Eco Dev - PRI	$300,000	$500,000	$500,000
Social Finance Israel - Project in Rahat - PRI	$219,153	$133,642	$133,642
Tzedec (The Shefa Fd) - PRI	$450,000	$450,000	$450,000

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (3 entries)

DescDesc	AmtAmt
Tax/Cost basis difference in Atapco Stock Contributions	$1,461,401
Tax/Cost basis difference New Mountain V	$3,044
Tax/Cost basis difference in PB Strategic V	$209

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
401k fees	$427	$0	$427
Bank fee	$28	$0	$28
Dues & Subscriptions	$1,138	$0	$1,138
Equipment	$7,950	$0	$7,950
Equipment Maintenance	$948	$0	$948
Postage & Shipping	$872	$0	$872
Software	$9,237	$0	$9,237
Supplies	$441	$0	$441
SVS Management fees	$6,213	$0	$6,213
SVS Passthrough costs	$8,119	$0	$8,119
Telephone & Internet	$6,915	$0	$6,915
Website	$848	$0	$848
Miscellaneous	$75	$0	$75

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (62 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt
Acadian International All Cap Fund	$15,023	$15,023	$15,023
Artisan Sustainable Emerging Markets	-$41,627	-$41,627	-$41,627
Book/Tax Adjustment	-$677		-$677
Catalio (Camden Partners) Nexus Fund, L.P.	-$5,052	-$5,052	-$5,052
Catalio (Camden Partners) Nexus Fund, L.P. II	-$4,326	-$4,326	-$4,326
Catalio (Camden Partners) Nexus Fund, L.P. III	-$5,414	-$5,414	-$5,414
Commonfund International Partners VI	-$727	-$729	-$727
Commonfund Private Equity Partners VII	$5,987	-$3,677	$5,987
Commonfund Venture Partners VI	-$1,004	-$1,555	-$1,004
Ecosystem Investment Partners IV	-$14,236	-$7,876	-$14,236
FVLCRUM Fund BL LP	-$3,562	-$3,562	-$3,562
Gatewood Capital Opportunity Fund L.P.	-$11,436	-$11,436	-$11,436
HighVista International Partners II LP	-$4,546	-$4,546	-$4,546
HighVista International Partners LP	-$1,026	-$1,026	-$1,026
HighVista Private Equity III LP	$2,247	$1,765	$2,247
HighVista Private Equity IV LP	$2	-$5,185	$2
HighVista Venture Capital VI LP	-$528	-$528	-$528
Industry Venture Partners VII LP	-$3,530	-$3,616	-$3,530
Industry Venture Partners VIII LP	-$3,383	-$3,459	-$3,383
K5 Private Investors LP	-$31,393	-$31,393	-$31,393
Lead Edge Capital VI, LP	-$32,707	-$33,113	-$32,707
Legal & General MSCI EAFE Fund LLC	$31,202	$31,202	$31,202
New Mountain Partners V (AIV-A2), LP	-$14	-$14	-$14
New Mountain Partners V (AIV-B2), LP	-$16	-$16	-$16
New Mountain Partners V (AIV-C2), LP	-$73	-$73	-$73
New Mountain Partners V (AIV-D2), LP	-$80	-$80	-$80
New Mountain Partners V, LP	-$9,148	-$8,979	-$9,148
New Mountain VI	-$20,282	-$16,135	-$20,282
New Mountain VI Aggregator	-$26	-$26	-$26
Oaktree Real Estate Opportunities Fund V	-$2,546	-$3,776	-$2,546
Ownership Capital Global Equity (USD) Fund, LP	-$7,995	-$7,995	-$7,995
PB Strategic Partners Feeder Fund IV	-$66,695	-$66,881	-$66,695
RFM Affordable Housing Fund, LP	-$5,443	-$5,443	-$5,443
Rockefeller Libra QP	-$92,348	-$92,348	-$92,348
Russell 1000 Growth Fund B	-$35,275	-$35,275	-$35,275
Russell 1000 Value Fund B	-$84,180	-$84,180	-$84,180
Siguler Guff Distressed Opportunities Fd III	-$2,282	-$2,282	-$2,282
Siguler Guff Distressed Opportunities Fd IV	-$1,258	-$1,258	-$1,258
SJF Ventures IV, LP	-$19,163	-$19,163	-$19,163
SJF Ventures V, LP	-$16,588	-$16,588	-$16,588
Spur Ventures III	$13,137	$13,137	$13,137
Spur Ventures IV	-$13,354	-$13,354	-$13,354
Spur Ventures V	-$24,586	-$24,586	-$24,586
Spur Ventures VI	-$47,324	-$47,324	-$47,324
Stewart Investors Worldwide Sustainability Fund	-$4,926	-$4,926	-$4,926
Strategic Partners III, LP	-$179	-$179	-$179
The Rise Fund FOF, LP	$17,865	$17,998	$17,865
The Rise Fund II	-$12,032	-$12,032	-$12,032
The Rise Fund II CAYFIR AIV I-B LP	-$37	-$37	-$37
The Rise Fund II DE AIV I, LP	-$51	-$51	-$51
The Rise Fund II SF AIV I, LP	-$16,521	-$16,521	-$16,521
The Rise Fund III	-$17,441	-$18,779	-$17,441
The Rise Fund III Cayfir AIV I-B	-$31	-$31	-$31
The Rise Fund III Cayman AIV I LP	-$17	-$17	-$17
The Rise Fund III DE AIV I LP	-$8	-$8	-$8
The Rise Fund III FIRPTA AIV II LP	-$213	-$15	-$213
TPG Rise Climate	-$16,410	-$15,173	-$16,410
TPG Rise Climate Cayman AIV I	-$95	-$95	-$95
TPG Rise Climate DE AIV I	-$4	-$4	-$4
TPG Rise Climate FIRPTA AIV II LP	-$264	-$93	-$264
Vista Equity Partners Fund VII	-$26,271	-$17,333	-$26,271
Wellington - CTF Intl Quality Growth	-$2,359	-$2,359	-$2,359

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDesc	AmtAmt
Tax/Cost basis difference in Wellington	$984,616
Tax/Cost basis difference in Strategic Partners III	$5,094

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
JPMorgan	$19,767	$19,767	$0
Other Investment Fees	$37,752	$37,702	$50
Wellington	$27,591	$27,591	$0
Mercer	$145,176	$145,176	$0
Executive Search - Consulting Fee	$22,398	$0	$22,398

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Foreign Tax	$104,369	$104,369	$0
Federal/State Taxes Withheld on NII	$31,641	$31,641	$0
Excise tax	$20,017	$0	$0