THE MORTON K AND JANE BLAUSTEIN FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE MORTON K AND JANE BLAUSTEIN FOUNDATION INC (EIN 52-1607300)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202303189349102310
- Schema version
- 2022v5.0
- 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 Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T10:34:20-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | Stephen J Bass | PersonNm |
| Person Title | Assistant Secretary | PersonTitleTxt |
| Phone | 4103477201 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Stephen | PersonFirstNm |
| Person Last | Bass | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $55,945,600 | 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 | $1,056,783 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,056,783 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,709,557 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,943,225 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,709,557 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$132,689 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$177,997 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,758,651 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,588,343 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $190,984 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $190,984 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $48,635 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $48,635 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $67,013 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $67,013 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $72,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $21,840 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $50,960 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $103,598 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $103,598 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $163,142 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $42,038 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $34,513 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $34,513 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $736 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $736 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,727 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,095 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,632 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $696,148 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $175,571 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $399,473 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,846,029 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,846,029 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,542,177 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $175,571 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,245,502 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,783,526 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,412,772 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,136,041 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,075,475 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,075,475 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $53,372,537 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $51,757,223 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $54,822,561 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $155,210 | OtherAssetsBOYAmt |
| Other Assets EOY | $47,564 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $47,564 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $54,663,788 | TotalAssetsBOYAmt |
| Total Assets EOY | $52,880,262 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $55,945,600 | 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 | $54,663,788 | RetainedEarningBOYAmt |
| Retained Earning EOY | $52,880,262 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $54,663,788 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $52,880,262 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $54,663,788 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $52,880,262 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $54,663,788 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,783,526 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $52,880,262 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $52,880,262 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (65 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| Publically Traded Securities - Riverbridge | 2022-01-01 | 2022-12-31 | $47,761 | -$47,761 | -$47,761 | ||
| Publically Traded Securities - Riverbridge | 2021-01-01 | 2022-12-31 | $110,784 | $110,784 | $110,784 | ||
| Riverbridge - Aspen Tech Cash in lieu | 2022-06-15 | 2022-06-15 | $113 | $113 | $113 | ||
| 14,074.595 Ninety One (Frmly Investec) Global Franchise Fund | 2023-05-31 | 2022-06-01 | $154,102 | $45,898 | $45,898 | $200,000 | |
| 672.44 BGI Equity Index/BI01 | 2002-01-01 | 2022-03-08 | $388,690 | $161,310 | $161,310 | $550,000 | P |
| 2.94 BGI Equity Index/BI01 | 2002-01-01 | 2022-03-11 | $1,699 | $634 | $634 | $2,333 | P |
| 3.02 BGI Equity Index/BI01 | 2002-01-01 | 2022-07-12 | $1,746 | $445 | $445 | $2,191 | P |
| 1395.38 BGI Equity Index/BI01 | 2002-01-01 | 2022-09-22 | $978,419 | $21,581 | $21,581 | $1,000,000 | P |
| 2.67 BGI Equity Index/BI01 | 2002-01-01 | 2022-10-04 | $1,872 | $60 | $60 | $1,932 | P |
| 993.03 BGI Equity Index/BI01 | 2002-01-01 | 2022-11-21 | $696,297 | $53,703 | $53,703 | $750,000 | P |
| 50813.008 MetWest Total Return | 2014-06-02 | 2022-03-03 | $527,488 | -$27,488 | -$27,488 | $500,000 | |
| 27382.256 MetWest Total Return | 2014-06-02 | 2022-06-01 | $281,195 | -$31,195 | -$31,195 | $250,000 | |
| 6856.829 MFS Sers Tr X Intl Grw I | 2011-09-28 | 2022-10-14 | $222,200 | $27,800 | $27,800 | $250,000 | |
| 16680.567 RBC FDS TR EMKT EQTY I | 2017-11-15 | 2022-06-01 | $242,060 | -$42,060 | -$42,060 | $200,000 | |
| 9790.484 T. Rowe Price Small Cap Value | 2021-06-04 | 2022-09-22 | $618,502 | -$118,502 | -$118,502 | $500,000 | |
| 9462.528 Vanguard Inflation Protected | 2014-10-01 | 2022-06-01 | $255,054 | -$5,054 | -$5,054 | $250,000 | |
| 26014.568 Voya Secruitized Credit | 2020-01-31 | 2022-03-03 | $268,319 | -$18,319 | -$18,319 | $250,000 | |
| 43010.753 Voya Secruitized Credit | 2020-01-31 | 2022-06-01 | $443,352 | -$43,352 | -$43,352 | $400,000 | |
| Aberdeen (FLAG) International Partners LP | 2022-01-01 | 2022-12-31 | $173 | -$173 | -$173 | P | |
| Aberdeen (FLAG) International Partners II LP | 2022-01-01 | 2022-12-31 | $11 | $11 | $11 | P | |
| Aberdeen (FLAG) Private Equity III LP | 2022-01-01 | 2022-12-31 | $17 | $17 | $17 | P | |
| Aberdeen (FLAG) Private Equity IV LP | 2022-01-01 | 2022-12-31 | $177 | -$177 | -$177 | P | |
| Aberdeen (FLAG) Venture Partners VI LP | 2022-01-01 | 2022-12-31 | $345 | $345 | $345 | P | |
| Artisan Sustainable Emerging Markets Fund | 2022-01-01 | 2022-12-31 | $9,012 | -$9,012 | -$9,012 | P | |
| BGI Equity Index | 2022-01-01 | 2022-12-31 | $3,629 | -$3,629 | -$3,629 | P | |
| Boston Partners International Equity | 2022-01-01 | 2022-12-31 | $21,403 | -$21,403 | -$21,403 | P | |
| Commonfund International Partners VI | 2022-01-01 | 2022-12-31 | $57 | $57 | $57 | P | |
| Commonfund Private Equity Partners VII | 2022-01-01 | 2022-12-31 | $198 | $198 | $198 | P | |
| Commonfund Venture Partners VI | 2022-01-01 | 2022-12-31 | $24 | -$24 | -$24 | P | |
| Commonfund Venture Partners VIII | 2022-01-01 | 2022-12-31 | $14 | $14 | $14 | P | |
| New Mountain VI | 2022-01-01 | 2022-12-31 | $285 | $285 | $285 | P | |
| Oaktree Opportunities Fund X, LP | 2022-01-01 | 2022-12-31 | $2,958 | -$2,958 | -$2,958 | P | |
| Oaktree Opportunities Fund XB, LP | 2022-01-01 | 2022-12-31 | $8,878 | $8,878 | $8,878 | P | |
| Oaktree Opportunities Fund XB AIF (Cayman) | 2022-01-01 | 2022-12-31 | $63 | $63 | $63 | P | |
| Siguler Guff Distressed Opportunities Fd III | 2022-01-01 | 2022-12-31 | $446 | -$446 | -$446 | P | |
| Spur Ventures III | 2022-01-01 | 2022-12-31 | $48 | $48 | $48 | P | |
| Spur Ventures VI | 2022-01-01 | 2022-12-31 | $363 | $363 | $363 | P | |
| Aberdeen (FLAG) International Partners LP | 2021-01-01 | 2022-12-31 | $8,997 | $8,997 | $8,997 | P | |
| Aberdeen (FLAG) International Partners II LP | 2021-01-01 | 2022-12-31 | $19,901 | $19,901 | $19,901 | P | |
| Aberdeen (FLAG) Private Equity III LP | 2021-01-01 | 2022-12-31 | $7,640 | $7,640 | $7,640 | P | |
| Aberdeen (FLAG) Private Equity IV LP | 2021-01-01 | 2022-12-31 | $42,502 | $42,502 | $42,502 | P | |
| Aberdeen (FLAG) Venture Partners VI LP | 2021-01-01 | 2022-12-31 | $32,020 | $32,020 | $32,020 | P | |
| Artisan Sustainable Emerging Markets Fund | 2021-01-01 | 2022-12-31 | $26,779 | -$26,779 | -$26,779 | P | |
| BGI Equity Index | 2021-01-01 | 2022-12-31 | $1,779,009 | $1,779,009 | $1,779,009 | P | |
| Boston Partners International Equity | 2021-01-01 | 2022-12-31 | $6,436 | -$6,436 | -$6,436 | P | |
| Commonfund International Partners VI | 2021-01-01 | 2022-12-31 | $25,264 | $25,264 | $25,264 | P | |
| Commonfund Private Equity Partners VII | 2021-01-01 | 2022-12-31 | $90,221 | $90,221 | $90,221 | P | |
| Commonfund Venture Partners VI | 2021-01-01 | 2022-12-31 | $4,380 | $4,380 | $4,380 | P | |
| Commonfund Venture Partners VIII | 2021-01-01 | 2022-12-31 | $64,962 | $64,962 | $64,962 | P | |
| Ecosystem Investment Partners IV | 2021-01-01 | 2022-12-31 | $178 | -$178 | -$178 | P | |
| K5 Private Investors | 2021-01-01 | 2022-12-31 | $292 | $292 | $292 | P | |
| Oaktree Opportunities Fund X, LP | 2021-01-01 | 2022-12-31 | $8,149 | -$8,149 | -$8,149 | P | |
| Oaktree Opportunities Fund X AIF (Cayman) | 2021-01-01 | 2022-12-31 | $2,191 | $2,191 | $2,191 | P | |
| Oaktree Opportunities Fund X AIF (Delaware) | 2021-01-01 | 2022-12-31 | $5 | $5 | $5 | P | |
| Oaktree Opportunities Fund XB, LP | 2021-01-01 | 2022-12-31 | $27,005 | $27,005 | $27,005 | P | |
| Oaktree Opportunities Fund XB AIF (Cayman) | 2021-01-01 | 2022-12-31 | $185 | $185 | $185 | P | |
| Oaktree Real Estate Opportunities Fund V | 2021-01-01 | 2022-12-31 | $22,249 | -$22,249 | -$22,249 | P | |
| Siguler Guff Distressed Opportunities Fd III | 2021-01-01 | 2022-12-31 | $3,299 | -$3,299 | -$3,299 | P | |
| SJF Ventures V, LP | 2021-01-01 | 2022-12-31 | $6,923 | $6,923 | $6,923 | P | |
| Spur Ventures III | 2021-01-01 | 2022-12-31 | $22,234 | $22,234 | $22,234 | P | |
| Spur Ventures VI | 2021-01-01 | 2022-12-31 | $2,651 | $2,651 | $2,651 | P | |
| ASF VI - Distributions in Excess of Basis | 2021-01-01 | 2022-12-31 | $3,168 | $3,168 | $3,168 | P | |
| AXA Secondary - Distributions in Excess of Basis | 2021-01-01 | 2022-12-31 | $6,314 | $6,314 | $6,314 | P | |
| Coller Int'l - Distributions in Excess of Basis | 2021-01-01 | 2022-12-31 | $15,513 | $15,513 | $15,513 | P | |
| Capital Gains Dividends | $554,216 | $554,216 | $554,216 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,709,557 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $47,438 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $47,438 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $47,438 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $77,086 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $87,086 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $39,648 | OverpaymentAmt |
| Applied To ES Tax | $39,648 | 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 | $44,213 | $10,759 | $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 | $146,771 | $48,837 | $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 | $77,282 |
| Atapco Financial Services Inc | |||||
| One South Street Suite 2950 | Baltimore | MD | 21202 | Acct, Tax & Invest. | $72,800 |
| 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 | $60,430,623 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,901,267 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $62,331,890 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $62,331,890 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $934,978 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $61,396,912 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,069,846 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,069,846 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $47,438 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $47,438 | TotalTaxAmt |
| Distributable Before Adj | $3,022,408 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,022,408 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,022,408 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,245,502 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,245,502 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,022,408 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $636,511 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $843,142 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $502,830 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,855,732 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $923,361 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,761,576 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,245,502 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,022,408 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,223,094 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,984,670 | 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 | $636,511 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,348,159 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $843,142 | ExcessFromYear4Amt |
| Excess From Year3 | $502,830 | ExcessFromYear3Amt |
| Excess From Year2 | $3,855,732 | ExcessFromYear2Amt |
| Excess From Year1 | $923,361 | ExcessFromYear1Amt |
| Excess From Current Year | $2,223,094 | 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 (74 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 | $200,000 | |
| Advocates for Children of New York Inc | ||||||||
| 151 West 30th Street 5th Floor | New York | NY | 100014024 | N/A | 501(c)(3) | renewed 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) | renewed general support for advocacy uniting labor, community and environmental organizations | $60,000 | |
| Alliance for Justice | ||||||||
| 11 Dupont Circle NW Suite 500 | Washington | DC | 200361207 | N/A | 501(c)(3) | renewed general operating support for justice programs and as an advocacy resource | $50,000 | |
| American Civil Liberties Union Foundation | ||||||||
| 125 Broad Street 18th Floor | New York | NY | 100042400 | N/A | 501(c)(3) | renewed support for the Voting Rights Project | $150,000 | |
| American Civil Liberties Union Foundation | ||||||||
| 125 Broad Street 18th Floor | New York | NY | 100042400 | N/A | 501(c)(3) | renewed support for the Immigrants Rights Project | $75,000 | |
| Ayuda | ||||||||
| 1990 K Street NW Suite 500 | Washington | DC | 20006 | N/A | 501(c)(3) | renewed 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) | renewed general support for the Jewish Social Justice Roundtable | $35,000 | |
| Bend the Arc A Jewish Partnership for Justice | ||||||||
| 330 Seventh Avenue 19th Floor | New York | NY | 100015010 | N/A | 501(c)(3) | renewed general support to engage Jews in promoting opportunity and social justice for all Americans | $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 | |
| Calvary Hospital | ||||||||
| 1740 Eastchester Road | Bronx | NY | 10461 | N/A | 501(c)(3) | support for palliative care services for adult patients with advanced cancer and other life-limiting illnesses | $10,000 | |
| 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) | renewed general support to provide legal assistance and advocacy for immigrants facing deportation | $80,000 | 701 |
| Catholic Charities of Baltimore | ||||||||
| 320 Cathedral Street | Baltimore | MD | 212014421 | N/A | 501(c)(3) | renewed 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) | renewed general support for regional campaigns to promote clean energy | $75,000 | |
| Chesapeake Legal Alliance | ||||||||
| 501 6th Street | Annapolis | MD | 21403 | N/A | 501(c)(3) | general support | $50,000 | |
| Citizens Climate Education | ||||||||
| 1330 Orange Avenue 309 | Coronado | CA | 921182949 | N/A | 501(c)(3) | renewed general support for federal climate advocacy efforts | $75,000 | |
| Climate XChange | ||||||||
| 1 Beacon Street 15th Floor | Boston | MA | 02108 | N/A | 501(c)(3) | support to organize and advocate for carbon pricing in Maryland | $60,000 | |
| 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) | renewed 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 | |
| Cooperation Jackson of Mississippi | ||||||||
| PO Box 1932 | Jackson | MS | 39215 | N/A | 501(c)(3) | general support | $25,000 | |
| Disability Rights Maryland | ||||||||
| 1500 Union Avenue Suite 2000 | Baltimore | MD | 21211 | N/A | 501(c)(3) | renewed support to expand legal services and advocacy to the disproportionate number of students with disabilities involved in the school discipline process | $80,000 | |
| Encounter Programs Inc | ||||||||
| c/o WeWork8 W 126th Street Floor 3 | New York | NY | 10027 | N/A | 501(c)(3) | renewed general support for programs that promote thoughtful conversation about the Israeli-Palestinian conflict | $50,000 | |
| Energy Justice Network | ||||||||
| 1434 Elbridge Street | Philadelphia | PA | 191492739 | N/A | 501(c)(3) | renewed support for efforts to curb air pollution through organizing in Baltimore City | $50,000 | |
| Environmental Advocates NY | ||||||||
| 353 Hamilton Street | Albany | NY | 12210 | N/A | 501(c)(3) | support for the Safe Climate for All Campaign | $50,000 | |
| Environmental Grantmakers Association | ||||||||
| 475 Riverside Drive Suite 960 | New York | NY | 101150066 | N/A | 501(c)(3) | general support through 2022 Membership. The Foundations environmental grantmaking totaled $950,000 in 2021. | $6,335 | |
| FJC | ||||||||
| 225 West 39th Street 12th Floor | New York | NY | 10018 | N/A | 501(c)(3) | support for the Shomer Collective's What Matters: Caring Conversations About End of Life program of Natan | $10,000 | |
| Florence Immigrant And Refugee Rights Project Inc | ||||||||
| PO Box 86299 | Tucson | AZ | 857546299 | N/A | 501(c)(3) | renewed general support | $75,000 | |
| Freedom for Immigrants | ||||||||
| 1322 Webster Street Suite 300 | Oakland | CA | 94612 | N/A | 501(c)(3) | general support to expand advocacy in Northeast states to push for changes in immigrant detention and enforcement policies | $60,000 | |
| Georgia Alliance Education Fund | ||||||||
| PO Box 77971 | Atlanta | GA | 303570000 | N/A | 501(c)(3) | general support | $75,000 | |
| Gilchrist Hospice Care | ||||||||
| 11311 McCormick Road Suite 350 | Hunt Valley | MD | 21031 | N/A | 501(c)(3) | general support | $10,000 | |
| Grantmakers Concerned with Immigrants and Refugees | ||||||||
| P O Box 2178 | Petaluma | CA | 94953 | N/A | 501(c)(3) | general support through 2023 membership | $2,500 | |
| Hopewell Fund | ||||||||
| 1828 L Street NW Suite 300-D | Washington | DC | 20036 | N/A | 501(c)(3) | general support for the Movement Institute | $100,000 | |
| Hopewell Fund | ||||||||
| 1828 L Street NW Suite 300-D | Washington | DC | 20036 | N/A | 501(c)(3) | general support for the Vote Forward Education Fund | $150,000 | |
| Imagine North Carolina First | ||||||||
| PO Box 428 | Raleigh | NC | 27602 | N/A | 501(c)(3) | general support | $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 | $270,000 | |
| Immigrant Justice Corps | ||||||||
| 17 Battery Place Suite 1234 | New York | NY | 100041085 | N/A | 501(c)(3) | renewed support to expand universal legal representation for immigrants in the Maryland/DC/Virginia region | $75,000 | |
| Inside Climate News | ||||||||
| 26 Court Street 1617 | Brooklyn | NY | 11242 | N/A | 501(c)(3) | renewed support for an environmental justice reporter covering Baltimore and Maryland | $75,000 | |
| International Refugee Assistance Project | ||||||||
| 1 Battery Park Plaza 4th Floor | New York | NY | 10004 | N/A | 501(c)(3) | renewed project support for IRAPs efforts challenging policies threatening the rights of refugees and other asylum seekers in the United States | $50,000 | |
| J Street Education Fund Inc | ||||||||
| PO Box 66073 | Washington | DC | 20035 | N/A | 501(c)(3) | renewed general support to build a movement in the US for pro-Israel, pro-peace foreign policy | $30,000 | |
| Jews United for Justice | ||||||||
| PO Box 41485 | Washington | DC | 20018 | N/A | 501(c)(3) | renewed 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) | renewed support for KIND's Baltimore office to provide legal representation for unaccompanied immigrant children in Maryland | $75,000 | |
| Lawyers for Good Government | ||||||||
| 10685-B Hazelhurst Drive 19646 | Houston | TX | 77043 | N/A | 501(c)(3) | support for the Reproductive Health Legal Assistance Project | $50,000 | |
| 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) | renewed general support through 2023 membership | $5,450 | |
| Maryland Philanthropy Network | ||||||||
| 1600 West 41st Street Suite 700 | Baltimore | MD | 21211 | N/A | 501(c)(3) | support for the Climate Solutions Implementation Collaborative | $50,000 | |
| Maryland Philanthropy Network | ||||||||
| 1600 West 41st Street Suite 700 | Baltimore | MD | 21211 | N/A | 501(c)(3) | renewed general support through 2022 membership | $6,960 | |
| Mount Sinai Hospital | ||||||||
| 1 Gustave L Levy Place | New York | NY | 100296574 | N/A | 501(c)(3) | support for the Hertzberg Palliative Care Institute and the Center to Advance Palliative Care | $20,000 | |
| Movement Generation | ||||||||
| PO Box 102 | Berkeley | CA | 94701 | N/A | 501(c)(3) | renewed support to catalyze low-income communities of color around climate justice | $50,000 | |
| Namati | ||||||||
| 1616 P Street NW Suite 101 | Washington | DC | 20036 | N/A | 501(c)(3) | support for legal empowerment environmental advocates in the Maryland/DC region | $60,000 | |
| National Center for Law and Economic Justice | ||||||||
| 50 Broadway Suite 1500 | New York | NY | 10004 | N/A | 501(c)(3) | renewed general support for policy advocacy and litigation to advance economic justice for low-income families, individuals and communities | $60,000 | |
| NEO Philanthropy | ||||||||
| 45 West 36th Street | New York | NY | 10018 | N/A | 501(c)(3) | general 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) | renewed 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) | renewed general support to promote immigrants' civic participation, leadership and unified voice | $75,000 | |
| Our Climate Education Fund | ||||||||
| 6900 Wisconsin Avenue Suite 200 OFC | Bethesda | MD | 20815 | N/A | 501(c)(3) | renewed general support to develop youth leaders to advance climate solutions | $75,000 | 201 |
| Partners for Dignity & Rights | ||||||||
| 55 Broadway Suite 309 | New York | NY | 10006 | N/A | 501(c)(3) | renewed support for the Dignity in Schools Campaign - New York coalition | $75,000 | |
| Philanthropy New York | ||||||||
| 320 East 43rd Street | New York | NY | 10017 | N/A | 501(c)(3) | renewed general support through 2023 membership | $1,200 | |
| Physicians for Human Rights | ||||||||
| 256 West 38th Street 9th Floor | New York | NY | 100189122 | N/A | 501(c)(3) | support for the project, "Do No Harm: Countering Violations of Medical Ethics, Standards of Care, and Human Rights in the Post-Dobbs United States" | $103,000 | |
| Razom | ||||||||
| 140 2nd Avenue Suite 305 | New York | NY | 100038385 | N/A | 501(c)(3) | general support | $25,000 | |
| Refugee and Immigrant Fund Inc | ||||||||
| 32-13 37th Street | Astoria | NY | 111034003 | N/A | 501(c)(3) | renewed support to assist newly-arrived asylum seekers | $40,000 | |
| The BrotherhoodSister Sol | ||||||||
| 140 Hamilton Place | New York | NY | 10031 | N/A | 501(c)(3) | renewed general support | $75,000 | |
| The Fund for Investigative Journalism Inc | ||||||||
| 1100 13th Street NW Suite 800 | Washington | DC | 20005 | N/A | 501(c)(3) | renewed 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) | renewed support for the Fund for New Citizens, a funding collaborative providing grants to small, immigrant-led non-profits | $75,000 | |
| The Johns Hopkins University | ||||||||
| 3400 North Charles Street | Baltimore | MD | 21218 | N/A | 501(c)(3) | capital support for building expansion at the School of Nursing | $200,000 | |
| The Sentencing Project | ||||||||
| 1705 DeSales Street NW 8th Floor | Washington | DC | 20036 | N/A | 501(c)(3) | renewed general support for the organization's work reforming criminal justice policies and practice | $65,000 | |
| The Voter Participation Center | ||||||||
| 1707 L Street NW Suite 950 | Washington | DC | 200364230 | N/A | 501(c)(3) | general support | $100,000 | |
| Tides Foundation | ||||||||
| PO Box 889389 | Los Angeles | CA | 900889389 | N/A | 501(c)(3) | renewed general support for NY Renews, a statewide coalition of environmental, labor, and community groups that aims to achieve an environmentally sustainable and just New York State economy | $75,000 | |
| T'ruah | ||||||||
| 266 West 37th Street Suite 803 | New York | NY | 10018 | N/A | 501(c)(3) | renewed general support to bring the moral voice of rabbis to pressing human rights issues | $50,000 | |
| 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 | |
| Verified Voting Foundation | ||||||||
| PO Box 780129 | Philadelphia | PA | 191780129 | N/A | 501(c)(3) | general support | $100,000 | |
| West Harlem Environmental Action Inc | ||||||||
| 1854 Amsterdam Avenue 2nd Floor | New York | NY | 10031 | N/A | 501(c)(3) | general support ($25,000) and support for the Urban Environmental Education Center ($20,000) | $45,000 | |
| Women In Need | ||||||||
| 1 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 | $250,000 | |
| National Center for Families Learning | ||||||||
| 325 West Main Street STE 300 | Louisville | KY | 40202 | N/A | 501(c)(3) | general support | $584 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,846,029 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Advocates for Children of New York Inc | |||||||
| 151 West 30th Street 5th Floor | New York | NY | 100014024 | N/A | 501(c)(3) | renewed 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) | renewed 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) | renewed support for the Immigrants Rights Project | $75,000 |
| The BrotherhoodSister Sol | |||||||
| 140 Hamilton Place | New York | NY | 10031 | N/A | 501(c)(3) | renewed general support | $75,000 |
| Catholic Charities of Baltimore | |||||||
| 320 Cathedral Street | Baltimore | MD | 212014421 | N/A | 501(c)(3) | renewed support for the Immigration Legal Services program at the Esperanza Center | $75,000 |
| Disability Rights Maryland | |||||||
| 1500 Union Avenue Suite 2000 | Baltimore | MD | 21211 | N/A | 501(c)(3) | renewed support to expand legal services and advocacy to the disproportionate number of students with disabilities involved in the school discipline process | $80,000 |
| The Fund for Investigative Journalism Inc | |||||||
| 1100 13th Street NW Suite 800 | Washington | DC | 20005 | N/A | 501(c)(3) | renewed general support for the organization's efforts to sustain investigative journalism | $60,000 |
| Immigrant Justice Corps | |||||||
| 17 Battery Place Suite 1234 | New York | NY | 100041085 | N/A | 501(c)(3) | renewed support to expand universal legal representation for immigrants in the Maryland/DC/Virginia region | $75,000 |
| Inside Climate News | |||||||
| 26 Court Street 1617 | Brooklyn | NY | 11242 | N/A | 501(c)(3) | renewed support for an environmental justice reporter covering Baltimore and Maryland | $75,000 |
| Jews United for Justice | |||||||
| PO Box 41485 | Washington | DC | 20018 | N/A | 501(c)(3) | renewed 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) | renewed support for KIND's Baltimore office to provide legal representation for unaccompanied immigrant children in Maryland | $75,000 |
| National Center for Law and Economic Justice | |||||||
| 50 Broadway Suite 1500 | New York | NY | 10004 | N/A | 501(c)(3) | renewed general support for policy advocacy and litigation to advance economic justice for low-income families, individuals and communities | $60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $810,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,056,783 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,709,557 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (20 entries)
| DescDesc | BusinessBusinessCd | ExclusionExclusionCd | ExclusionExclusionAmt | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| Aberdeen (FLAG) International Partners LP | 900001 | 18 | -$3,487 | |
| Aberdeen (FLAG) International Partners II LP | 900001 | 18 | -$3,683 | |
| Aberdeen (FLAG) Private Equity III LP | 900001 | 18 | -$4,942 | $4,953 |
| Aberdeen (FLAG) Private Equity IV LP | 900001 | 18 | $23,723 | $4,411 |
| Aberdeen (FLAG) Venture Partners VI LP | 900001 | 18 | $6,670 | $2 |
| Artisan Sustainable Emerging Markets Fund | 900001 | 18 | -$11,109 | |
| BGI Equity Index | 900001 | 18 | -$15,613 | |
| Boston Partners International Equity | 900001 | 18 | -$15,611 | |
| Commonfund International Partners VI | 900001 | 18 | -$1,728 | $20 |
| Commonfund Private Equity Partners VII | 900001 | 18 | -$11,747 | $13,590 |
| Commonfund Venture Partners VI | 900001 | 18 | -$171 | $28 |
| Commonfund Venture Partners VIII | 900001 | 18 | -$68 | -$12 |
| Ecosystem Investment Partners IV | 900001 | 18 | -$6,527 | $20,505 |
| K5 Private Investors | 900001 | 18 | -$29,942 | |
| New Mountain VI | 900001 | 18 | -$11,095 | -$2,436 |
| Oaktree Opportunities Fund X, LP | 900001 | 18 | $9,629 | |
| Oaktree Opportunities Fund XB, LP | 900001 | 18 | -$6,059 | $24,418 |
| Oaktree Real Estate Opportunities Fund V | 900001 | 18 | -$9,255 | -$17,438 |
| Siguler Guff Distressed Opportunities Fd III | 900001 | 18 | -$1,253 | |
| SJF Ventures V, LP | 900001 | 18 | -$16,419 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $48,041 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,585,610 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,633,651 | 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 | Accounting Fees | CategoryTxt |
| Amt | $72,800 | Amt |
| Net Investment Income | $21,840 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $50,960 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (41 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Aberdeen (Flag) International Partners | AT COST | $144,547 | $153,965 |
| Aberdeen (Flag) Int'l Partners II | AT COST | $167,351 | $271,076 |
| Aberdeen (Flag) Private Equity III LP | AT COST | $67,379 | $80,786 |
| Aberdeen (Flag) Private Equity IV LP | AT COST | $190,071 | $227,624 |
| Aberdeen (Flag) Venture Partners VI | AT COST | $144,421 | $222,776 |
| Artisan Partners Sustainable Emerging Markets | AT COST | $3,255,725 | $2,231,608 |
| ASF VIII | AT COST | $404,368 | $655,262 |
| BGI Equity Index | AT COST | $14,558,826 | $13,164,649 |
| Boston Partners Int'l Eqty | AT COST | $1,309,981 | $1,316,660 |
| Commonfund Int'l PEP VI | AT COST | $242,455 | $95,069 |
| Commonfund PEP VII | AT COST | $36,131 | $135,729 |
| Commonfund Venture VI | AT COST | $55,052 | $27,526 |
| Commonfund Venture VIII | AT COST | $164,983 | $241,179 |
| Ecosystem Investment Partners IV | AT COST | $206,358 | $234,744 |
| First Eagle Global | AT COST | $3,975,133 | $5,191,963 |
| Ironwood Int'l | AT COST | $913,843 | $2,328,054 |
| Ironwood Int'l Class A4S4 | AT COST | $88,991 | $142,724 |
| TRP Small Cap Value (Frmly JHII Small Cap Value) | AT COST | $3,019,979 | $2,346,524 |
| JP Morgan Riverbridge Equities | AT COST | $717,298 | $1,071,570 |
| K5 Private Investors | AT COST | $403,518 | $499,107 |
| Lazard GL Infrastructure | AT COST | $3,099,803 | $2,871,486 |
| Lighthouse Global Long | AT COST | $1,100,000 | $1,637,115 |
| MetWest Total Return | AT COST | $3,854,266 | $3,225,161 |
| MFS Sers Tr X Int'l Growth I | AT COST | $394,025 | $709,416 |
| New Mountain Partners VI | AT COST | $456,689 | $514,432 |
| Ninety One Global Franchise | AT COST | $3,536,353 | $4,519,152 |
| Oaktree Opp Fund X | AT COST | $600,894 | $641,504 |
| Oaktree Opp Fund XB | AT COST | $864,993 | $966,677 |
| Oaktree Real Estate Fd V | AT COST | $80,872 | $49,887 |
| RBC Fds Tr Emkt Eqty I | AT COST | $2,284,614 | $2,186,687 |
| Siguler Guff Fund III | AT COST | $82,399 | $154,218 |
| SJF Ventures V | AT COST | $193,973 | $203,931 |
| Spur Ventures III | AT COST | $482,215 | $1,626,313 |
| Spur Ventures VI | AT COST | $607,622 | $897,921 |
| The Rise Fund II | AT COST | $666,200 | $879,682 |
| Vanguard Inflation Protected | AT COST | $1,232,439 | $1,105,470 |
| Voya Securitized Credit | AT COST | $2,113,419 | $1,798,845 |
| Coller Int'l | AT COST | $0 | $2,666 |
| AXA Secondary Fund V | AT COST | $0 | $3,073 |
| ASF VI, LP | AT COST | $0 | $141,829 |
| Lead Edge Capital VI | AT COST | $40,037 | $48,501 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Dividend receivable | $10 | $6,622 | $6,622 |
| The Rise Fund II - Prefunding | $155,200 | $40,942 | $40,942 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Equipment & Equipment Maintenance | $505 | $0 | $505 |
| Supplies | $160 | $0 | $160 |
| Telephone | $1,145 | $0 | $1,145 |
| Bank Fee | $14 | $0 | $14 |
| Software | $3,716 | $0 | $3,716 |
| Postage | $353 | $0 | $353 |
| Website | $480 | $0 | $480 |
| Dues & Subscriptions | $202 | $0 | $202 |
| Other Investment Fees | $8,095 | $8,095 | $0 |
| Miscellaneous | $57 | $0 | $57 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (25 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Aberdeen (FLAG) International Partners LP | -$3,487 | -$3,487 | -$3,487 |
| Aberdeen (FLAG) International Partners II LP | -$3,683 | -$3,683 | -$3,683 |
| Aberdeen (FLAG) Private Equity III LP | $11 | -$4,942 | $11 |
| Aberdeen (FLAG) Private Equity IV LP | $28,134 | $23,723 | $28,134 |
| Aberdeen (FLAG) Venture Partners VI LP | $6,672 | $6,670 | $6,672 |
| Artisan Sustainable Emerging Markets Fund | -$11,109 | -$11,109 | -$11,109 |
| BGI Equity Index | -$15,613 | -$15,613 | -$15,613 |
| Boston Partners International Equity | -$15,611 | -$15,611 | -$15,611 |
| Commonfund International Partners VI | -$1,708 | -$1,728 | -$1,708 |
| Commonfund Private Equity Partners VII | $1,843 | -$11,747 | $1,843 |
| Commonfund Venture Partners VI | -$143 | -$171 | -$143 |
| Commonfund Venture Partners VIII | -$80 | -$68 | -$80 |
| Ecosystem Investment Partners IV | $13,978 | -$6,527 | $13,978 |
| K5 Private Investors | -$29,942 | -$29,942 | -$29,942 |
| New Mountain VI | -$13,531 | -$11,095 | -$13,531 |
| Oaktree Opportunities Fund X, LP | $9,629 | $9,629 | $9,629 |
| Oaktree Opportunities Fund XB, LP | $18,359 | -$6,059 | $18,359 |
| Oaktree Real Estate Opportunities Fund V | -$26,693 | -$9,255 | -$26,693 |
| Siguler Guff Distressed Opportunities Fd III | -$1,253 | -$1,253 | -$1,253 |
| SJF Ventures V, LP | -$16,419 | -$16,419 | -$16,419 |
| Spur Ventures III | -$10,240 | -$10,240 | -$10,240 |
| Spur Ventures VI | -$27,505 | -$27,505 | -$27,505 |
| The Rise Fund II | -$21,516 | -$21,516 | -$21,516 |
| Book income/alternative investments | -$2,733 | -$2,733 | |
| Lead Edge IV | -$10,049 | -$10,049 | -$10,049 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Mercer Advisory | $77,282 | $77,282 | $0 |
| BGI Equity | $6,456 | $6,456 | $0 |
| JP Morgan RiverBridge | $19,860 | $19,860 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Tax | $40,718 | $40,718 | $0 |
| Federal & State Tax Withholding | $12,424 | $1,320 | $0 |
| Excise Tax | $110,000 | $0 | $0 |