THE MORTON K AND JANE BLAUSTEIN FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE MORTON K AND JANE BLAUSTEIN FOUNDATION INC (EIN 52-1607300)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202423199349103617
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T14:24:22-06:00 | 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 | 521607300 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Morton K and Jane Blaustein | BusinessNameLine1Txt |
| Business Name Line2 | Foundation Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MORT | BusinessNameControlTxt |
| Phone | 4103477201 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | AFS 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 | Assistant 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 | $58,652,377 | 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 | $125,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,098,650 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,098,650 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,606,139 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $24,478,610 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,606,139 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$207,476 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$222,713 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,622,313 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,482,076 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $213,732 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $213,732 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $47,266 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $47,266 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $77,805 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $77,805 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $82,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $24,660 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $57,540 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $122,640 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $111,137 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $11,503 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $69,425 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $34,425 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $26,822 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $26,822 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,615 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,615 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,051 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10,051 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $652,556 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $170,222 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $447,334 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,057,092 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,057,092 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,709,648 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $170,222 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,504,426 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,087,335 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,311,854 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,075,475 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,590,268 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,590,268 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $51,757,223 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $49,187,743 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $57,048,547 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $47,564 | OtherAssetsBOYAmt |
| Other Assets EOY | $13,562 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $13,562 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $52,880,262 | TotalAssetsBOYAmt |
| Total Assets EOY | $50,791,573 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $58,652,377 | 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 | $52,880,262 | RetainedEarningBOYAmt |
| Retained Earning EOY | $50,791,573 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $52,880,262 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $50,791,573 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $52,880,262 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $50,791,573 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $52,880,262 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,087,335 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $50,792,927 | SubtotalAmt |
| Other Decreases | $1,354 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $50,791,573 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (50 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| Artisan Sustainable Emerging Markets Fund | P | 2022-01-01 | 2023-12-31 | $610,460 | -$610,460 | -$610,460 | |
| BGI Equity Index | P | 2022-01-01 | 2023-12-31 | $791,871 | $791,871 | $791,871 | |
| Boston Partners International Equity | P | 2022-01-01 | 2023-12-31 | $122,794 | $122,794 | $122,794 | |
| Commonfund International Partners VI | P | 2022-01-01 | 2023-12-31 | $9,225 | $9,225 | $9,225 | |
| Commonfund Private Equity Partners VII | P | 2022-01-01 | 2023-12-31 | $40,948 | $40,948 | $40,948 | |
| Commonfund Venture Partners VI | P | 2022-01-01 | 2023-12-31 | $4,797 | -$4,797 | -$4,797 | |
| Commonfund Venture Partners VIII | P | 2022-01-01 | 2023-12-31 | $14,787 | $14,787 | $14,787 | |
| Ecosystem Investment Partners IV | P | 2022-01-01 | 2023-12-31 | $3,096 | -$3,096 | -$3,096 | |
| High Vista (Aberdeen) International Partners LP | P | 2022-01-01 | 2023-12-31 | $29,435 | $29,435 | $29,435 | |
| High Vista (Aberdeen) International Partners II LP | P | 2023-01-01 | 2023-12-31 | $17,147 | $17,147 | $17,147 | |
| High Vista (Aberdeen) Private Equity III LP | P | 2022-01-01 | 2023-12-31 | $4,853 | $4,853 | $4,853 | |
| High Vista (Aberdeen) Private Equity IV LP | P | 2022-01-01 | 2023-12-31 | $2,394 | -$2,394 | -$2,394 | |
| High Vista (Aberdeen) Venture Partners VI LP | P | 2023-01-01 | 2023-12-31 | $3,269 | $3,269 | $3,269 | |
| K5 Private Investors | P | 2022-01-01 | 2023-12-31 | $5,174 | $5,174 | $5,174 | |
| Lead Edge Capital VI | P | 2023-01-01 | 2023-12-31 | $1,078 | $1,078 | $1,078 | |
| New Mountain VI | P | 2022-01-01 | 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 | |
| Oaktree Opportunities Fund X | P | 2022-01-01 | 2023-12-31 | $19,763 | $19,763 | $19,763 | |
| Oaktree Opportunities Fund XB | P | 2022-01-01 | 2023-12-31 | $47,123 | $47,123 | $47,123 | |
| Pathway Private Equity Fund Investors, 11 | P | 2022-01-01 | 2023-12-31 | $10 | -$10 | -$10 | |
| Siguler Guff Distressed Opportunities Fd III | P | 2022-01-01 | 2023-12-31 | $633 | -$633 | -$633 | |
| SJF Ventures V, LP | P | 2022-01-01 | 2023-12-31 | $12,366 | -$12,366 | -$12,366 | |
| Spur Ventures III | P | 2022-01-01 | 2023-12-31 | $38,463 | $38,463 | $38,463 | |
| Spur Ventures VI | P | 2022-01-01 | 2023-12-31 | $820 | $820 | $820 | |
| The Rise Fund II | P | 2022-01-01 | 2023-12-31 | $3,819 | $3,819 | $3,819 | |
| Publically Traded Securities - Riverbridge | 2023-01-01 | 2023-12-31 | $8,767 | $3,091 | $3,091 | $11,858 | |
| Publically Traded Securities - Riverbridge | 2022-01-01 | 2023-12-31 | $157,704 | $12,414 | $12,414 | $170,118 | |
| Publically Traded Securities - JPM #7008 | 2023-01-01 | 2023-12-31 | $1,905,291 | $90,370 | $90,370 | $1,995,661 | |
| JPM #7008 - Cash in Lieu - Veralto Corp | 2022-01-01 | 2023-12-31 | $50 | $50 | $50 | ||
| 2.52 Shs BGI Equity Index/BI01 | P | 2022-01-01 | 2023-12-31 | $1,767 | $72 | $72 | $1,839 |
| 658.67 Shs BGI Equity Index/BI01 | P | 2022-01-01 | 2023-12-31 | $461,849 | $38,151 | $38,151 | $500,000 |
| 2.14 Shs BGI Equity Index/BI01 | P | 2022-01-01 | 2023-12-31 | $1,501 | $211 | $211 | $1,712 |
| 613.83 Shs BGI Equity Index/BI01 | P | 2022-01-01 | 2023-12-31 | $430,408 | $69,592 | $69,592 | $500,000 |
| 1.97 Shs BGI Equity Index/BI01 | P | 2022-01-01 | 2023-12-31 | $1,381 | $338 | $338 | $1,719 |
| 16618.772 Shs BGI Equity Index/BI01 | P | 2022-01-01 | 2023-12-31 | $13,661,920 | $522,615 | $522,615 | $14,184,535 |
| 1 Shs BGI Equity Index/BI01 - loss on disposition | P | 2022-01-01 | 2023-12-31 | $975,994 | -$975,994 | -$975,994 | |
| 20545.694 Shs First Eagle Global | P | 2022-01-01 | 2023-12-31 | $1,126,294 | $123,706 | $123,706 | $1,250,000 |
| 3885.608 Shs First Eagle Global | P | 2022-01-01 | 2023-12-31 | $194,164 | $55,836 | $55,836 | $250,000 |
| 322.9523 Shs Ironwood Int'l | P | 2022-01-01 | 2023-12-31 | $376,034 | $623,966 | $623,966 | $1,000,000 |
| 92.617 Shs Lighthouse Global Long/Short Fund | 2022-01-01 | 2023-12-31 | $129,602 | $70,398 | $70,398 | $200,000 | |
| 34199.726 Shs Ninety One (Frmly Investec) Global Franchise Fund | 2022-01-01 | 2023-12-31 | $371,698 | $128,302 | $128,302 | $500,000 | |
| 66934.404 Shs Ninety One (Frmly Investec) Global Franchise Fund | 2022-01-01 | 2023-12-31 | $720,214 | $279,786 | $279,786 | $1,000,000 | |
| 15752.993 Shs Ninety One (Frmly Investec) Global Franchise Fund | 2022-01-01 | 2023-12-31 | $169,502 | $80,498 | $80,498 | $250,000 | |
| 21294.719 Shs RBC Emerging Markets Equity | 2022-01-01 | 2023-12-31 | $271,019 | -$21,019 | -$21,019 | $250,000 | |
| 8203.445 Shs RBC Emerging Markets Equity | 2022-01-01 | 2023-12-31 | $99,672 | $328 | $328 | $100,000 | |
| 9661.836 Shs T. Rowe Price Small Cap Value | 2022-01-01 | 2023-12-31 | $602,899 | -$102,899 | -$102,899 | $500,000 | |
| 11123.471 Shs Voya Secruitized Credit | 2022-01-01 | 2023-12-31 | $114,105 | -$14,105 | -$14,105 | $100,000 | |
| 44543.43 Shs Voya Secruitized Credit | 2022-01-01 | 2023-12-31 | $456,930 | -$56,930 | -$56,930 | $400,000 | |
| Coller Int'l - Distribution in excess of basis | P | 2022-01-01 | 2023-12-31 | $2,659 | $2,659 | $2,659 | |
| Capital Gains Dividends | P | $153,263 | $153,263 | $153,263 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,606,139 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $32,135 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $32,135 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $32,135 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $64,648 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $69,648 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $37,513 | OverpaymentAmt |
| Applied To ES Tax | $37,513 | 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 | AFS One South Street 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 (11 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 |
|---|---|---|---|---|---|---|---|---|
| Jeanne P Blaustein | ||||||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Trustee & President | 0.00 | $0 | $0 | $0 |
| Susan M Blaustein | ||||||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Trustee & Vice President | 0.00 | $0 | $0 | $0 |
| Alan Berlow | ||||||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Trustee & Vice President | 0.00 | $0 | $0 | $0 |
| Peter E Bokor | ||||||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Trustee & Vice President | 0.00 | $0 | $0 | $0 |
| Betsy Ringel | ||||||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Secretary | 7.00 | $47,724 | $9,504 | $0 |
| Scott L Soffen | ||||||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Assistant Secretary | 0.00 | $0 | $0 | $0 |
| Stephen J Bass | ||||||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Assistant Secretary | 0.00 | $0 | $0 | $0 |
| Jennifer A Pratt | ||||||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Assistant Secretary | 0.00 | $0 | $0 | $0 |
| Jennifer L Bove | ||||||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Treasurer | 0.00 | $0 | $0 | $0 |
| Sandra L Glock | ||||||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Assistant Treasurer | 0.00 | $0 | $0 | $0 |
| Tanya C Herbick | ||||||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Assistant Secretary | 40.00 | $166,008 | $40,560 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Mercer | |||||
| 99 High Street | Boston | MA | 02110 | Investment Mgmt | $88,575 |
| Atapco Financial Services Inc | |||||
| One South Street Suite 2950 | Baltimore | MD | 21202 | Acct, Tax & Invest. | $82,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $57,137,181 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,158,538 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $58,295,719 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $58,295,719 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $874,436 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $57,421,283 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,871,064 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,871,064 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $32,135 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $32,135 | TotalTaxAmt |
| Distributable Before Adj | $2,838,929 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,838,929 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,838,929 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,504,426 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,504,426 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,838,929 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $843,142 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $502,830 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,855,732 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $923,361 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,223,094 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,348,159 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,504,426 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,838,929 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,665,497 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $10,013,656 | 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 | $843,142 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,170,514 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $502,830 | ExcessFromYear4Amt |
| Excess From Year3 | $3,855,732 | ExcessFromYear3Amt |
| Excess From Year2 | $923,361 | ExcessFromYear2Amt |
| Excess From Year1 | $2,223,094 | ExcessFromYear1Amt |
| Excess From Current Year | $1,665,497 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Jeanne P Blaustein President CO Ms | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BPG One South Street Ste 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 grants to individuals. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (61 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Accelerate Change | ||||||||
| 294 Washington Street Suite 500 | Boston | MA | 02108 | N/A | 501(c)(3) | general support for voter engagement | $250,000 | |
| Advocates for Children of New York Inc | ||||||||
| 151 West 30th Street 5th Floor | New York | NY | 100014024 | N/A | 501(c)(3) | support for the School Justice Project to provide advocacy and representation for youth facing court involvement, school suspension and/or emotional challenges | $60,000 | |
| ALIGN The Alliance for a Greater New York | ||||||||
| 50 Broadway 29th Floor | New York | NY | 10004 | N/A | 501(c)(3) | general support for advocacy uniting labor, community and environmental organizations | $60,000 | |
| American Civil Liberties Union Foundation | ||||||||
| 125 Broad Street 18th Floor | New York | NY | 100042400 | N/A | 501(c)(3) | support for the Immigrants Rights Project | $75,000 | |
| Arizona Public Media | ||||||||
| PO Box 210067 | Tuscon | AZ | 85721 | N/A | 501(c)(3) | support for the Bridging Communities Capital Campaign | $115,000 | |
| Asylee Women Enterprise | ||||||||
| 4500 Frankford Avenue | Baltimore | MD | 212065106 | N/A | 501(c)(3) | general support to provide asylum seekers with comprehensive, trauma informed, and culturally and linguistically appropriate case management and immigration legal services | $50,000 | |
| Auburn Seminary | ||||||||
| 475 Riverside Drive Suite 1800 | New York | NY | 101150002 | N/A | 501(c)(3) | general support for leadership development for faith-rooted justice leaders | $50,000 | |
| Ayuda | ||||||||
| 1990 K Street NW Suite 500 | Washington | DC | 20006 | N/A | 501(c)(3) | general support for legal services for low-income immigrants in the Maryland/DC/Virginia region, especially women and families | $50,000 | |
| 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 and capacity building among organizations that advance social justice as a core expression of Jewish values | $35,000 | |
| Bend the Arc A Jewish Partnership for Justice | ||||||||
| 330 Seventh Avenue 19th Floor | New York | NY | 100015010 | N/A | 501(c)(3) | general support to engage Jews in promoting opportunity and social justice for all Americans | $50,000 | |
| The BrotherhoodSister Sol | ||||||||
| 140 Hamilton Place | New York | NY | 10031 | N/A | 501(c)(3) | general support | $75,000 | |
| Capital Area Food Bank | ||||||||
| 4900 Puerto Rico Avenue NE | Washington | DC | 20017 | N/A | 501(c)(3) | general support | $12,500 | |
| Capital Area Immigrants' Rights Coalition | ||||||||
| 1025 Connecticut Avenue NW Suite | Washington | DC | 20036 | N/A | 501(c)(3) | general support to provide legal assistance and advocacy for immigrants at risk for deportation in Maryland and the DC Region | $80,000 | 701 |
| Catholic Charities of Baltimore | ||||||||
| 320 Cathedral Street | Baltimore | MD | 212014421 | N/A | 501(c)(3) | support for the Immigration Legal Services program at the Esperanza Center | $75,000 | |
| Chesapeake Climate Action Network | ||||||||
| 6930 Carroll Avenue Suite 720 | Takoma Park | MD | 20912 | N/A | 501(c)(3) | general support for regional campaigns to promote clean energy | $75,000 | |
| Climate XChange | ||||||||
| One Beacon Street 15th Floor | Boston | MA | 02108 | N/A | 501(c)(3) | support for the organization's climate advocacy efforts in Maryland | $60,000 | |
| Committee to Protect Journalists Inc | ||||||||
| 330 7th Avenue 11th Floor | New York | NY | 10001 | N/A | 501(c)(3) | general support | $10,000 | |
| Community Service Society of New York | ||||||||
| 633 Third Avenue 10th Floor | New York | NY | 10017 | N/A | 501(c)(3) | general support | $10,000 | |
| Comprehensive Youth Development | ||||||||
| 240 Second Avenue | New York | NY | 100032704 | N/A | 501(c)(3) | support for the Legal Information Clinic for immigrant and refugee students at the Manhattan Comprehensive Night & Day School and its high school network | $35,000 | |
| Disability Rights Maryland | ||||||||
| 1500 Union Avenue Suite 2000 | Baltimore | MD | 21211 | N/A | 501(c)(3) | support to expand legal services and advocacy to the disproportionate number of students with disabilities involved in the school discipline process | $80,000 | |
| Environmental Advocates NY | ||||||||
| 353 Hamilton Street | Albany | NY | 12210 | N/A | 501(c)(3) | general support | $60,000 | |
| Environmental Grantmakers Association | ||||||||
| 475 Riverside Drive Suite 960 | New York | NY | 101150066 | N/A | 501(c)(3) | general support through membership | $6,162 | |
| Florence Immigrant And Refugee Rights Project Inc | ||||||||
| PO Box 86299 | Tucson | AZ | 857546299 | N/A | 501(c)(3) | general support for free legal and social services for immigrant individuals and families in detention | $75,000 | |
| The Fund for Investigative Journalism Inc | ||||||||
| 1100 13th Street NW Suite 800 | Washington | DC | 20005 | N/A | 501(c)(3) | general support for the organization's efforts to sustain investigative journalism | $60,000 | |
| The Fund for New Citizens at the New York Community Trust | ||||||||
| 909 Third Avenue 22nd Floor | New York | NY | 10022 | N/A | 501(c)(3) | support for the Fund for New Citizens, a funding collaborative providing grants to small, immigrant-led non-profits in New York City | $75,000 | |
| Global Warming Mitigation Project | ||||||||
| PO Box 7774 | Aspen | CO | 816127774 | N/A | 501(c)(3) | general support | $25,000 | |
| Global Warming Mitigation Project | ||||||||
| PO Box 7774 | Aspen | CO | 816127774 | N/A | 501(c)(3) | support for Constellations Fellowship, a program to foster the next generation of climate leaders | $50,000 | |
| Grantmakers Concerned with Immigrants and Refugees | ||||||||
| PO Box 2178 | Petaluma | CA | 94953 | N/A | 501(c)(3) | general support through 2024 membership | $2,500 | |
| Hopewell Fund | ||||||||
| 1828 L Street NW Suite 300-D | Washington | DC | 20036 | N/A | 501(c)(3) | general support for its project, the Movement Institute | $50,000 | |
| Immigrant Justice Corps | ||||||||
| 17 Battery Place Suite 1234 | New York | NY | 100041085 | N/A | 501(c)(3) | support to expand universal legal representation for immigrants in the Maryland/DC/Virginia region | $75,000 | |
| Immigrant Justice Corps | ||||||||
| 17 Battery Place Suite 1234 | New York | NY | 100041085 | N/A | 501(c)(3) | support for two consecutive cohorts of three Jane Blaustein Justice Fellows | $285,000 | |
| Inside Climate News | ||||||||
| 26 Court Street 1617 | Brooklyn | NY | 11242 | N/A | 501(c)(3) | support for an environmental justice reporter covering Baltimore and Maryland | $75,000 | |
| Interfaith Power and Light | ||||||||
| 900 Massachusetts Avenue NW | Washington | DC | 20001 | N/A | 501(c)(3) | general support to advocate for climate change solutions through regional faith communities | $40,000 | |
| International Refugee Assistance Project | ||||||||
| One Battery Park Plaza 4th Floor | New York | NY | 10004 | N/A | 501(c)(3) | support for IRAPs efforts challenging policies threatening the rights of asylum seekers in the United States | $50,000 | |
| J Street Education Fund Inc | ||||||||
| PO Box 66073 | Washington | DC | 20035 | N/A | 501(c)(3) | general support to build a movement in the US for pro-Israel, pro-peace foreign policy | $35,000 | |
| Jews United for Justice | ||||||||
| PO Box 41485 | Washington | DC | 20018 | N/A | 501(c)(3) | general support for community organizing to fight against inequality in Maryland and DC | $40,000 | |
| Kids in Need of Defense | ||||||||
| 1201 L Street NW Floor 2 | Washington | DC | 20005 | N/A | 501(c)(3) | support for KIND's Baltimore office to provide legal representation for unaccompanied immigrant children in Maryland | $75,000 | |
| LatinoJustice | ||||||||
| 475 Riverside Drive | New York | NY | 10115 | N/A | 501(c)(3) | support to provide technical assistance for Latino communities to better access historic federal funding opportunities in climate justice | $75,000 | |
| Maryland Food Bank Inc | ||||||||
| 2200 Halethorpe Farms Road | Baltimore | MD | 212270000 | N/A | 501(c)(3) | general support | $12,500 | |
| Maryland Philanthropy Network | ||||||||
| 1600 West 41st Street Suite 700 | Baltimore | MD | 21211 | N/A | 501(c)(3) | general support through 2024 membership | $5,730 | |
| Mount Sinai Hospital | ||||||||
| One Gustave L Levy Place | New York | NY | 100296574 | N/A | 501(c)(3) | support for the Hertzberg Palliative Care Institute | $20,000 | |
| National Center for Law and Economic Justice | ||||||||
| 50 Broadway Suite 1500 | New York | NY | 10004 | N/A | 501(c)(3) | general support for policy advocacy and litigation to advance economic justice for low-income families, individuals and communities | $60,000 | |
| Native American Rights Fund | ||||||||
| 1506 Broadway | Boulder | CO | 803026296 | N/A | 501(c)(3) | support for two consecutive two-year Jane Blaustein Law Fellows | $111,500 | |
| NEO Philanthropy | ||||||||
| 45 West 36th Street | New York | NY | 10018 | N/A | 501(c)(3) | support for the Analyst Institute Civic Engagement Research & Dissemination Hub | $200,000 | |
| New Israel Fund | ||||||||
| PO Box 70358 | Philadelphia | PA | 191760358 | N/A | 501(c)(3) | support to defend human rights and democratic institutions in Israel | $75,000 | |
| New York Immigration Coalition | ||||||||
| 131 West 33rd Street Suite 610 | New York | NY | 10001 | N/A | 501(c)(3) | general support to promote immigrants' civic participation, leadership and unified voice | $75,000 | |
| Philanthropy New York | ||||||||
| 320 East 43rd Street | New York | NY | 10017 | N/A | 501(c)(3) | general support through 2024 membership | $1,200 | |
| Razom | ||||||||
| 140 2nd Avenue Suite 305 | New York | NY | 100038385 | N/A | 501(c)(3) | general support | $12,500 | |
| The Reporters Committee for Freedom of the Press | ||||||||
| 1156 15th Street NW Suite 1020 | Washington | DC | 200051754 | N/A | 501(c)(3) | general support to provide pro bono legal services to journalists | $60,000 | |
| RIP Medical Debt | ||||||||
| 28-07 Jackson Avenue 5th Floor | Long Island City | NY | 111013459 | N/A | 501(c)(3) | general support | $12,500 | |
| The Sentencing Project | ||||||||
| 1705 DeSales Street NW 8th Floor | Washington | DC | 20036 | N/A | 501(c)(3) | general support for the organization's work reforming criminal justice policies and practice | $65,000 | |
| Silver Hill Hospital | ||||||||
| 208 Valley Road | New Canaan | CT | 06840 | N/A | 501(c)(3) | general support | $10,000 | |
| Social Good Fund | ||||||||
| PO Box 5473 | Richmond | CA | 94805 | N/A | 501(c)(3) | support for Dayenu: A Jewish Call to Climate Action | $25,000 | |
| Tides Foundation | ||||||||
| PO Box 889389 | Los Angeles | CA | 900889389 | N/A | 501(c)(3) | general support for a state-wide coalition of environmental, labor, and community groups that aims to achieve an environmentally sustainable and just New York State economy | $75,000 | |
| The Trustees of the University of Pennsylvania | ||||||||
| 2929 Walnut Street Suite 300 | Philadelphia | PA | 191046216 | N/A | 501(c)(3) | support for the Basser Center for BRCA at Penn Medicine's Abramson Cancer Center | $10,000 | |
| Type Media Center | ||||||||
| 116 East 16th Street 8th Floor | New York | NY | 100032158 | N/A | 501(c)(3) | renewed support for Type Investigations to facilitate the development and publication of socially significant reporting with an emphasis on human and civil rights | $50,000 | |
| West Harlem Environmental Action Inc | ||||||||
| 1854 Amsterdam Avenue 2nd Floor | New York | NY | 10031 | N/A | 501(c)(3) | general support | $20,000 | |
| West Harlem Environmental Action Inc | ||||||||
| 1854 Amsterdam Avenue 2nd Floor | New York | NY | 10031 | N/A | 501(c)(3) | general support to build community power to fight environmental racism | $75,000 | |
| Women In Need | ||||||||
| One State Street Plaza 18th Floor | New York | NY | 10004 | N/A | 501(c)(3) | general support | $20,000 | |
| Working America Education Fund | ||||||||
| 815 16th Street NW | Washington | DC | 20006 | N/A | 501(c)(3) | general support | $400,000 | |
| WorkMoney Foundation | ||||||||
| 790 North Milwaukee Street Suite | Milwaukee | WI | 53202 | N/A | 501(c)(3) | general support for voter mobilization efforts | $200,000 | 300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,057,092 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Arizona Public Media | ||||||||
| PO Box 210067 | Tuscon | AZ | 85721 | N/A | 501(c)(3) | support for the Bridging Communities Capital Campaign | $460,000 | |
| Auburn Seminary | ||||||||
| 475 Riverside Drive Suite 1800 | New York | NY | 101150002 | N/A | 501(c)(3) | general support for leadership development for faith-rooted justice leaders | $50,000 | |
| Ayuda | ||||||||
| 1990 K Street NW Suite 500 | Washington | DC | 20006 | N/A | 501(c)(3) | general support for legal services for low-income immigrants in the Maryland/DC/Virginia region, especially women and families | $50,000 | |
| Bend the Arc A Jewish Partnership for Justice | ||||||||
| 330 Seventh Avenue 19th Floor | New York | NY | 100015010 | N/A | 501(c)(3) | general support to engage Jews in promoting opportunity and social justice for all Americans | $50,000 | |
| Capital Area Immigrants' Rights Coalition | ||||||||
| 1025 Connecticut Avenue NW Suite | Washington | DC | 20036 | N/A | 501(c)(3) | general support to provide legal assistance and advocacy for immigrants at risk for deportation in Maryland and the DC Region | $80,000 | 701 |
| Chesapeake Climate Action Network | ||||||||
| 6930 Carroll Avenue Suite 720 | Takoma Park | MD | 20912 | N/A | 501(c)(3) | general support for regional campaigns to promote clean energy | $75,000 | |
| Climate XChange | ||||||||
| One Beacon Street 15th Floor | Boston | MA | 02108 | N/A | 501(c)(3) | support for the organization's climate advocacy efforts in Maryland | $60,000 | |
| Comprehensive Youth Development | ||||||||
| 240 Second Avenue | New York | NY | 100032704 | N/A | 501(c)(3) | support for the Legal Information Clinic for immigrant and refugee students at the Manhattan Comprehensive Night & Day School and its high school network | $35,000 | |
| Environmental Advocates NY | ||||||||
| 353 Hamilton Street | Albany | NY | 12210 | N/A | 501(c)(3) | general support | $60,000 | |
| Florence Immigrant And Refugee Rights Project Inc | ||||||||
| PO Box 86299 | Tucson | AZ | 857546299 | N/A | 501(c)(3) | general support for free legal and social services for immigrant individuals and families in detention | $75,000 | |
| Interfaith Power and Light | ||||||||
| 900 Massachusetts Avenue NW | Washington | DC | 20001 | N/A | 501(c)(3) | general support to advocate for climate change solutions through regional faith communities | $40,000 | |
| International Refugee Assistance Project | ||||||||
| One Battery Park Plaza 4th Floor | New York | NY | 10004 | N/A | 501(c)(3) | support for IRAPs efforts challenging policies threatening the rights of asylum seekers in the United States | $50,000 | |
| J Street Education Fund Inc | ||||||||
| PO Box 66073 | Washington | DC | 20035 | N/A | 501(c)(3) | general support to build a movement in the US for pro-Israel, pro-peace foreign policy | $35,000 | |
| LatinoJustice | ||||||||
| 475 Riverside Drive | New York | NY | 10115 | N/A | 501(c)(3) | support to provide technical assistance for Latino communities to better access historic federal funding opportunities in climate justice | $75,000 | |
| New York Immigration Coalition | ||||||||
| 131 West 33rd Street Suite 610 | New York | NY | 10001 | N/A | 501(c)(3) | general support to promote immigrants' civic participation, leadership and unified voice | $75,000 | |
| The Reporters Committee for Freedom of the Press | ||||||||
| 1156 15th Street NW Suite 1020 | Washington | DC | 200051754 | N/A | 501(c)(3) | general support to provide pro bono legal services to journalists | $60,000 | |
| The Sentencing Project | ||||||||
| 1705 DeSales Street NW 8th Floor | Washington | DC | 20036 | N/A | 501(c)(3) | general support for the organization's work reforming criminal justice policies and practice | $65,000 | |
| Type Media Center | ||||||||
| 116 East 16th Street 8th Floor | New York | NY | 100032158 | N/A | 501(c)(3) | support for Type Investigations to facilitate the development and publication of socially significant reporting with an emphasis on human and civil rights | $50,000 | |
| West Harlem Environmental Action Inc | ||||||||
| 1854 Amsterdam Avenue 2nd Floor | New York | NY | 10031 | N/A | 501(c)(3) | general support to build community power to fight environmental racism | $75,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,520,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,098,650 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,606,139 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (20 entries)
| DescDesc | ExclusionExclusionAmt | ExclusionExclusionCd | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| Book/Tax Differences - Non-Deductible Expenses | -$721 | |||
| The Rise Fund II | -$18,269 | 18 | ||
| Spur Ventures VI | -$27,326 | 18 | ||
| Spur Ventures III | $13,136 | 18 | ||
| SJF Ventures V, LP | -$16,589 | 18 | ||
| Siguler Guff Distressed Opportunities Fd III | -$1,140 | 18 | ||
| Pathway Private Equity Fund Investors, 11 - 9.15 | -$3,815 | 18 | 900001 | -$359 |
| Oaktree Opportunities Fund XB | -$36,564 | 18 | 900001 | $13,631 |
| Oaktree Opportunities Fund X | -$16,784 | 18 | ||
| Oaktree Real Estate Opportunities Fund V | -$3,776 | 18 | 900001 | $1,230 |
| New Mountain VI | -$16,161 | 18 | 900001 | -$4,147 |
| Lead Edge Capital VI | -$16,556 | 18 | 900001 | $203 |
| Pathway Private Equity Fund Investors, 11 - PAL | -$7 | 18 | ||
| K5 Private Investors | -$31,393 | 18 | ||
| High Vista (Aberdeen) Private Equity IV LP | -$3,884 | 18 | 900001 | $3,892 |
| High Vista (Aberdeen) Private Equity III LP | $2,309 | 18 | 900001 | $631 |
| High Vista (Aberdeen) International Partners II LP | -$3,409 | 18 | ||
| High Vista (Aberdeen) International Partners LP | -$1,341 | 18 | ||
| Ecosystem Investment Partners IV | -$5,248 | 18 | 900001 | -$4,240 |
| Commonfund Venture Partners VIII | -$1,922 | 18 | 900001 | $6 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $15,958 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,481,355 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,497,313 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lord Baltimore Capital Corp | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6225 Smith Avenue Suite B-100 | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 212093623 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $125,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Atapco Financial Services, Inc. | CategoryTxt |
| Amt | $82,200 | Amt |
| Net Investment Income | $24,660 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $57,540 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (43 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Artisan Partners Sustainable Emerging Markets | AT COST | $2,416,556 | $2,149,731 |
| ASF VI | AT COST | $0 | $134,530 |
| ASF VIII | AT COST | $467,196 | $727,837 |
| AXA Secondary Fund | AT COST | $0 | $3,770 |
| Boston Partners Int'l Eqty | AT COST | $1,463,855 | $1,573,857 |
| Coller Int'l | AT COST | $0 | $241 |
| Commonfund Int'l PEP VI | AT COST | $233,265 | $77,776 |
| Commonfund PEP VII | AT COST | $57,276 | $103,324 |
| Commonfund Venture VI | AT COST | $23,400 | $238 |
| Commonfund Venture VIII | AT COST | $142,580 | $185,310 |
| Ecosystem Investment Partners IV | AT COST | $236,518 | $282,987 |
| First Eagle Global | AT COST | $2,808,038 | $4,260,600 |
| Generation IM Sustainable Solutions IV | AT COST | $225,000 | $181,191 |
| High Vista (Aberdeen) International Partners | AT COST | $101,671 | $94,457 |
| High Vista (Aberdeen) Int'l Partners II | AT COST | $125,957 | $213,382 |
| High Vista (Aberdeen) Private Equity III LP | AT COST | $59,144 | $80,479 |
| High Vista (Aberdeen) Venture Partners VI | AT COST | $132,596 | $178,579 |
| High Vista (Aberdeeng) Private Equity IV LP | AT COST | $152,498 | $176,078 |
| Ironwood Int'l | AT COST | $537,809 | $1,435,292 |
| Ironwood Int'l Class A4S4 | AT COST | $88,991 | $183,886 |
| JP Morgan #7008 Equities | AT COST | $12,787,597 | $14,225,774 |
| JP Morgan Riverbridge Equities | AT COST | $722,210 | $1,288,489 |
| K5 Private Investors | AT COST | $420,891 | $580,194 |
| Lazard GL Infrastructure | AT COST | $3,191,656 | $3,184,254 |
| Lead Edge Capital VI | AT COST | $162,252 | $179,377 |
| Lighthouse Global Long | AT COST | $970,398 | $1,508,286 |
| MetWest Total Return | AT COST | $6,691,885 | $6,262,565 |
| MFS Sers Tr X Int'l Growth I | AT COST | $413,384 | $814,010 |
| New Mountain Partners VI | AT COST | $731,919 | $913,178 |
| Ninety One Global Franchise | AT COST | $2,286,438 | $3,476,188 |
| Oaktree Opp Fund X | AT COST | $475,853 | $496,001 |
| Oaktree Opp Fund XB | AT COST | $1,057,314 | $1,136,422 |
| Oaktree Real Estate Fd V | AT COST | $71,822 | $14,186 |
| Pathway Private Equity Partners Investors 11 | AT COST | $54,965 | $68,681 |
| RBC Fds Tr Emkt Eqty I | AT COST | $1,946,509 | $2,077,321 |
| Siguler Guff Fund III | AT COST | $70,865 | $108,945 |
| SJF Ventures V | AT COST | $242,199 | $247,000 |
| Spur Ventures III | AT COST | $424,430 | $1,317,740 |
| Spur Ventures VI | AT COST | $717,884 | $976,792 |
| The Rise Fund II | AT COST | $836,963 | $1,157,001 |
| TRP Small Cap Value (Frmly JHII Small Cap Value) | AT COST | $2,486,558 | $2,117,138 |
| Vanguard Inflation Protected | AT COST | $1,541,337 | $1,406,736 |
| Voya Securitized Credit | AT COST | $1,610,064 | $1,448,724 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Dividend receivable | $6,622 | $7,451 | $7,451 |
| The Rise Fund II - Prefunding | $40,942 | $6,111 | $6,111 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Book/Tax Difference - Pathway 11 | Desc |
| Amt | $1,354 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Equipment & Equipment Maintenance | $2,841 | $0 | $2,841 |
| Supplies | $162 | $0 | $162 |
| Telephone | $1,127 | $0 | $1,127 |
| Bank Fee | $14 | $0 | $14 |
| Software | $4,719 | $0 | $4,719 |
| Postage | $256 | $0 | $256 |
| Website | $597 | $0 | $597 |
| Dues & Subscriptions | $315 | $0 | $315 |
| Miscellaneous | $20 | $0 | $20 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (27 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Book/Tax Differences - Non-Deductible Expenses | -$721 | -$721 | |
| The Rise Fund II | -$18,269 | -$18,269 | -$18,269 |
| Spur Ventures VI | -$27,326 | -$27,326 | -$27,326 |
| Spur Ventures III | $13,136 | $13,136 | $13,136 |
| SJF Ventures V, LP | -$16,589 | -$16,589 | -$16,589 |
| Siguler Guff Distressed Opportunities Fd III | -$1,140 | -$1,140 | -$1,140 |
| Pathway Private Equity Fund Investors, 11 - 9.15 | -$4,174 | -$4,174 | -$3,815 |
| Oaktree Opportunities Fund XB | -$22,933 | -$22,933 | -$36,564 |
| Oaktree Opportunities Fund X | -$16,784 | -$16,784 | -$16,784 |
| Oaktree Real Estate Opportunities Fund V | -$2,546 | -$2,546 | -$3,776 |
| New Mountain VI | -$20,308 | -$20,308 | -$16,161 |
| Lead Edge Capital VI | -$16,353 | -$16,353 | -$16,556 |
| Pathway Private Equity Fund Investors, 11 - PAL | -$7 | -$7 | -$7 |
| K5 Private Investors | -$31,393 | -$31,393 | -$31,393 |
| High Vista (Aberdeen) Private Equity IV LP | $8 | $8 | -$3,884 |
| High Vista (Aberdeen) Private Equity III LP | $2,940 | $2,940 | $2,309 |
| High Vista (Aberdeen) International Partners II LP | -$3,409 | -$3,409 | -$3,409 |
| High Vista (Aberdeen) International Partners LP | -$1,341 | -$1,341 | -$1,341 |
| Ecosystem Investment Partners IV | -$9,488 | -$9,488 | -$5,248 |
| Commonfund Venture Partners VIII | -$1,916 | -$1,916 | -$1,922 |
| Commonfund Venture Partners VI | -$503 | -$503 | -$778 |
| Commonfund Private Equity Partners VII | $2,996 | $2,996 | -$1,838 |
| Commonfund International Partners VI | -$727 | -$727 | -$729 |
| Boston Partners International Equity | -$8,625 | -$8,625 | -$8,625 |
| BGI Equity Index | $7,131 | $7,131 | $7,131 |
| High Vista (Aberdeen) Venture Partners VI LP | -$604 | -$604 | -$604 |
| Artisan Sustainable Emerging Markets Fund | -$28,531 | -$28,531 | -$28,531 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Mercer Advisory | $88,575 | $88,575 | $0 |
| JP Morgan RiverBridge | $9,317 | $9,317 | $0 |
| JP Morgan #7008 | $413 | $413 | $0 |
| BGI Equity | $8,593 | $8,593 | $0 |
| Executive Search - Consulting Fee | $11,503 | $0 | $11,503 |
| Other Investment Fees | $4,239 | $4,239 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Tax | $33,396 | $33,396 | $0 |
| Federal & State Tax Withholding | $1,029 | $1,029 | $0 |
| Excise Tax | $35,000 | $0 | $0 |