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JACOB AND HILDA BLAUSTEIN FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
JACOB AND HILDA BLAUSTEIN FOUNDATION INC (EIN 52-6038382)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-15
IRS object ID
202333199349106308
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-15T14:31:20-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN522174671PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ATAPCO FINANCIAL SERVICES INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11 South Street Suite 2950AddressLine1Txt
CityBaltimoreCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21202ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN526038382EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Jacob and Hilda BlausteinBusinessNameLine1Txt
Business Name Line2Foundation IncBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJACOBusinessNameControlTxt
Phone4103477201PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1One South Street 2950AddressLine1Txt
CityBaltimoreCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21202ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonStephen J BassPersonNm
Person TitleTreasurerPersonTitleTxt
Phone4103477201PhoneNum
Signature2023-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstStephenPersonFirstNm
Person LastBassPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSandra L GlockPreparerPersonNm
PTINP00251373PTIN
Phone4103477114PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$133,784,607FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,600,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,025InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,025InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$2,333,250DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,333,250DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,247,100NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$13,021,765GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,247,100CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$450,457OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$497,518OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$5,730,918TotalRevAndExpnssAmt
Total Net Invst Incm$4,083,857TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$279,860CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$279,860CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$266,578OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$266,578OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$55,853PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$55,853PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$166,400AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$83,200AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$83,200AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$167,259OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$167,259OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$462,374TaxesRevAndExpnssAmt
Taxes Net Invst Incm$146,843TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$72,997OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$72,997OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$4,575TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$4,575TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$28,140OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$28,140OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,504,036TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$397,302TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$791,203TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$8,652,853ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$8,652,853ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$10,156,889TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$397,302TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$9,444,056TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$4,425,971ExcessRevenueOverExpensesAmt
Net Investment Income$3,686,555NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$3,306,726SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,423,626SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,423,626SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$126,384,068OtherInvestmentsBOYAmt
Other Investments EOY$120,153,690OtherInvestmentsEOYAmt
Other Investments EOYFMV$130,391,828OtherInvestmentsEOYFMVAmt
Other Assets BOY$997,737OtherAssetsBOYAmt
Other Assets EOY$969,153OtherAssetsEOYAmt
Other Assets EOYFMV$969,153OtherAssetsEOYFMVAmt
Total Assets BOY$130,688,531TotalAssetsBOYAmt
Total Assets EOY$123,546,469TotalAssetsEOYAmt
Total Assets EOYFMV$133,784,607TotalAssetsEOYFMVAmt
Other Liabilities BOY$4,590OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$4,590TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$130,683,941RetainedEarningBOYAmt
Retained Earning EOY$123,546,469RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$130,683,941TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$123,546,469TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$130,688,531TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$123,546,469TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$130,683,941TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$4,425,971ExcessRevenueOverExpensesAmt
Other Increases$937OtherIncreasesAmt
Subtotal$126,258,907SubtotalAmt
Other Decreases$2,712,438OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$123,546,469TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (70 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
Aberdeen (FLAG) International Partners II LPP2022-01-012022-12-31$15$15$15
Aberdeen (FLAG) International Partners II LPP2022-01-012022-12-31$12$12$12
Aberdeen (FLAG) International Partners II LPP2021-01-012022-12-31$26,538$26,538$26,538
Aberdeen (FLAG) International Partners LPP2022-01-012022-12-31-$132-$132$132
Aberdeen (FLAG) International Partners LPP2021-01-012022-12-31$6,878$6,878$6,878
Aberdeen (FLAG) Private Equity III LPP2022-01-012022-12-31-$238-$238$238
Aberdeen (FLAG) Private Equity III LPP2021-01-012022-12-31$5,841$5,841$5,841
Aberdeen (FLAG) Private Equity IV LPP2022-01-012022-12-31$303$303$303
Aberdeen (FLAG) Private Equity IV LPP2021-01-012022-12-31$56,667$56,667$56,667
Aberdeen (FLAG) Venture Partners VI LPP2021-01-012022-12-31$28,020$28,020$28,020
Artisan Sustainable Emerging MarketsP2022-01-012022-12-31$1,104$1,104$1,104
Artisan Sustainable Emerging MarketsP2021-01-012022-12-31-$28,246-$28,246$28,246
ASF VI - Distributions in excess of basisP2021-01-012022-12-31$3,168$3,168$3,168
AXA Secondary Fd V - Distribution in excess of basisP2021-01-012022-12-31$6,314$6,314$6,314
Boulder Ventures - loss on dispositionP2021-01-012022-12-31-$6,077-$6,077$6,077
Boulder Ventures IV AnnexP2021-01-012022-12-31$91,669$91,669$91,669
Catalio (Camden Partners) Nexus Fund, L.P.P2021-01-012022-12-31$81,539$81,539$81,539
Catalio (Camden Partners) Nexus Fund, L.P. IIP2021-01-012022-12-31$8,124$8,124$8,124
Coller International - Distribution in excess of basisP2021-01-012022-12-31$15,513$15,513$15,513
Commonfund International Partners VIP2021-01-012022-12-31$25,264$25,264$25,264
Commonfund International Partners VIP2022-01-012022-12-31$57$57$57
Commonfund Private Equity Partners VIIP2021-01-012022-12-31$180,442$180,442$180,442
Commonfund Private Equity Partners VIIP2022-01-012022-12-31$398$398$398
Commonfund Venture Partners VIP2021-01-012022-12-31$8,762$8,762$8,762
Commonfund Venture Partners VIP2022-01-012022-12-31-$49-$49$49
Ecosystem Investment Partners IVP2021-01-012022-12-31-$268-$268$268
Gatewood Capital Opportunity Fund L.P.P2021-01-012022-12-31$11,020$11,020$11,020
Gatewood Capital Opportunity Fund L.P.P2022-01-012022-12-31$2,865$2,865$2,865
Industry Venture Partners VII LPP2021-01-012022-12-31$43,785$43,785$43,785
Industry Venture Partners VII LPP2022-01-012022-12-31$103$103$103
Industry Venture Partners VIII LPP2021-01-012022-12-31$57,732$57,732$57,732
Industry Venture Partners VIII LPP2022-01-012022-12-31-$2,671-$2,671$2,671
K5 Private Investors LPP2021-01-012022-12-31$292$292$292
LCP VII - Distribution in excess of basisP2021-01-012022-12-31$39,527$39,527$39,527
New Mountain Partners V (AIV-B2), LPP2021-01-012022-12-31-$90-$90$90
New Mountain Partners V, LPP2021-01-012022-12-31$128,729$128,729$128,729
New Mountain VIP2022-01-012022-12-31$285$285$285
Oaktree Real Estate Opportunities Fund VP2021-01-012022-12-31-$22,249-$22,249$22,249
PB Strategic Partners Feeder Fund IVP2021-01-012022-12-31-$3,000-$3,000$3,000
Publicly traded securities$6,978,916$698,954$698,954$6,279,962
RCP VII Feeder - Distribution in excess of basisP2021-01-012022-12-31$250,704$250,704$250,704
Rockefeller Libra QPP2022-01-012022-12-31-$1,610,639-$1,610,639$1,610,639
Rockefeller Libra QPP2021-01-012022-12-31-$1,260,196-$1,260,196$1,260,196
Russell 1000 Growth FdP2021-01-012022-12-13$409,401$89,601$89,601$319,800
Russell 1000 Growth Fund BP2022-01-012022-12-31-$192,326-$192,326$192,326
Russell 1000 Growth Fund BP2021-01-012022-12-31$1,200,735$1,200,735$1,200,735
Russell 1000 Value FdP2021-01-012022-12-31$10,449$1,064$1,064$9,385
Russell 1000 Value Fund BP2022-01-012022-12-31$74,372$74,372$74,372
Russell 1000 Value Fund BP2021-01-012022-12-31$992,112$992,112$992,112
Siguler Guff Distressed Opportunities Fd IIIP2022-01-012022-12-31-$891-$891$891
Siguler Guff Distressed Opportunities Fd IIIP2021-01-012022-12-31-$6,597-$6,597$6,597
Siguler Guff Distressed Opportunities Fd IVP2021-01-012022-12-31-$13,904-$13,904$13,904
Siguler Guff Distressed Opportunities Fd IVP2022-01-012022-12-31$12$12$12
SJF Ventures IV, LPP2021-01-012022-12-31$53,066$53,066$53,066
SJF Ventures V, LPP2021-01-012022-12-31$6,923$6,923$6,923
Spur Ventures IIIP2021-01-012022-12-31$22,234$22,234$22,234
Spur Ventures IIIP2022-01-012022-12-31$48$48$48
Spur Ventures IVP2021-01-012022-12-31$360,287$360,287$360,287
Spur Ventures IVP2022-01-012022-12-31-$8,860-$8,860$8,860
Spur Ventures VP2021-01-012022-12-31$61,555$61,555$61,555
Spur Ventures VP2022-01-012022-12-31$8,226$8,226$8,226
Spur Ventures VIP2021-01-012022-12-31$2,651$2,651$2,651
Spur Ventures VIP2022-01-012022-12-31$364$364$364
Strategic Partners III, LPP2021-01-012022-12-31$265$265$265
The Rise Fund FOF, LPP2021-01-012022-12-31$36,587$36,587$36,587
The Rise Fund FOF, LPP2022-01-012022-12-31-$6,924-$6,924$6,924
Wellington - CTF Intl Quality GrowthP2022-01-012022-12-31-$436,753-$436,753$436,753
Wellington - CTF Intl Quality GrowthP2021-01-012022-12-31$142,781$142,781$142,781
Wellington - International Quality Growth CTFP2021-01-012022-12-31$538,936-$26,472-$26,472$565,408
Capital Gains DividendsP$1,040,175$1,040,175$1,040,175
FieldValueIRS element (for citing)
Capital Gain Net Income$2,247,100CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$51,243InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$51,243SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$51,243TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$125,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$10,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$135,000TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$83,757OverpaymentAmt
Applied To ES Tax$83,757AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website Addresswww.blaufund.orgWebsiteAddressTxt
Individual With BooksJennifer L Bove CPAIndividualWithBooksNm
Phone4103477205PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1One South St Ste 2950AddressLine1Txt
CityBaltimoreCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21202ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (15 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Michael J Hirschhorn
c/o AFS One South St 2950BaltimoreMD21202President & Director30.00$95,906$51,374$0
Barbara S Roswell
c/o AFS One South St 2950BaltimoreMD21202Vice President & Director0.00$0$0$0
Sarah H Shapiro
c/o AFS One South St 2950BaltimoreMD21202Vice President & Director0.00$0$0$0
Jennifer A Pratt
c/o AFS One South St 2950BaltimoreMD21202Secretary0.00$0$0$0
Betsy F Ringel
c/o AFS One South St 2950BaltimoreMD21202Assistant Secretary & Executive Dir.30.00$106,632$25,948$0
Sandra L Glock
c/o AFS One South St 2950BaltimoreMD21202Assistant Treasurer0.00$0$0$0
Daniel B Hirschhorn
c/o AFS One South St 2950BaltimoreMD21202Assistant Treasurer0.00$0$0$0
Anne L Shelton
c/o AFS One South St 2950BaltimoreMD21202Assistant Treasurer0.00$0$0$0
Stephen J Bass
c/o AFS One South St 2950BaltimoreMD21202Treasurer0.00$0$0$0
Arthur E Roswell
c/o AFS One South St 2950BaltimoreMD21202Director0.00$0$0$0
Gina B Hirschhorn
c/o AFS One South St 2950BaltimoreMD21202Director0.00$0$0$0
Majorie B Roswell
c/o AFS One South St 2950BaltimoreMD21202Director0.00$0$0$0
Judith R Weinstein
c/o AFS One South St 2950BaltimoreMD21202Director0.00$0$0$0
Jennifer L Bove
c/o AFS One South St 2950BaltimoreMD21202Assistant Treasurer0.00$0$0$0
Scott L Soffen
c/o AFS One South St 2950BaltimoreMD21202Assistant Secretary0.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
Brenda Zlatin
One South Street 2900BaltimoreMD21202Program Officer40.00$129,115$49,606$0
Lara Hall
One South Street 2900BaltimoreMD21202Program Officer15.00$59,939$10,203$0
April Crowder
One South Street 2900BaltimoreMD21202Grant Administrator23.00$43,982$11,853$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
Atapco Financial Services Inc
One South Street 2950BaltimoreMD212023298Acct, Tax & Invest.$166,400
Rockefeller & Company (via K-1)
30 Rockefeller Plaza Suite 5425New YorkNY10112Investment Managemt$137,342
Spur Ventures (via K-1)
2370 Nowata PlaceBartlesvilleOK74006Investment Managemt$115,051
Mercer
500 West Madison St 2740ChicagoIL60661Inv Counsel/Mgmt Fee$80,877
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1Additional Investment into Social Finance Israel - support for Momentum, a Social Impact Bond to improve outcomes on the 4 and 5 unit math matriculation exams for high school students in RahatDescription1Txt
Expenses1$71,416Expenses1Amt
Total$71,416TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$140,477,386AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,796,297AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$144,273,683TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$144,273,683AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,164,105CashDeemedCharitableAmt
Net Vl Noncharitable Assets$142,109,578NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,105,479MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,105,479MinimumInvestmentReturnAmt
Tax Based On Investment Income$51,243TaxBasedOnInvestmentIncomeAmt
Total Tax$51,243TotalTaxAmt
Distributable Before Adj$7,054,236DistributableBeforeAdjAmt
Recoveries Qualfied Distri$100,000RecoveriesQualfiedDistriAmt
Distributable Before Ded$7,154,236DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$7,154,236DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$9,444,056ExpensesAndContributionsAmt
Program Related Invst Total$71,416ProgramRelatedInvstTotalAmt
Qualifying Distributions$9,515,472QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,154,236DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$2,419,351ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$2,383,705ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,691,982ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$2,988,621ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,723,972ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$12,207,631TotalExcessDistributionCyovAmt
Qualifying Distributions$9,515,472QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$7,154,236AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,361,236RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$14,568,867TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$2,419,351ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$12,149,516ExcessDistriCyovToNextYrAmt
Excess From Year4$2,383,705ExcessFromYear4Amt
Excess From Year3$2,691,982ExcessFromYear3Amt
Excess From Year2$2,988,621ExcessFromYear2Amt
Excess From Year1$1,723,972ExcessFromYear1Amt
Excess From Current Year$2,361,236ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMichael J Hirschhorn Betsy RingelRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1BPG One South Street 2900AddressLine1Txt
CityBaltimoreCityNm
State AbbreviationMDStateAbbreviationCd
ZIP212023334ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4103477201RecipientPhoneNum
Form And Info And MaterialsLetterFormAndInfoAndMaterialsTxt
Submission DeadlinesNoneSubmissionDeadlinesTxt
Restrictions On AwardsThis organization does not make gifts or contributions to individuals.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (189 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCd
Active Minds Inc
2001 South Street NW Suite 630WashingtonDC20009n/a501(3)general support$40,000
American Civil Liberties Union Foundation of Maryland
3600 Clipper Mill Road Suite 350BaltimoreMD21211n/a501(3)support for the Right to Education program$60,000
American Friends of ELI
P O Box 12Merion StationPA19066n/a501(3)renewed general support for therapeutic services to victims of child abuse in Israel$25,000
American Friends of ITIM
247 West 36th Street Fifth FloorNew YorkNY10018n/a501(3)renewed general support to promote religious freedom and pluralism in Israel$25,000
American Friends of the Heschel Center Inc
1814 Shady AvenuePittsburghPA15217n/a501(3)renewed support to promote environmental leadership and educate for sustainability in Israel$35,000
American Jewish World Service
45 West 36th Street 10th FloorNew YorkNY100187904n/a501(3)renewed support for AJWS's work on child, early, and forced marriage and unions$100,000
American Visionary Art Museum Inc
800 Key HighwayBaltimoreMD21230n/a501(3)general support$25,000
Americans for Ben-Gurion University
1001 Avenue of the Americas 19thNew YorkNY10018n/a501(3)support for scholarships for Bedouin undergraduates at the Ben-Gurion University of the Negev in the academic year 2021-2022 and 2022-2023$25,000Floor
Americans for Ben-Gurion University
1001 Avenue of the Americas 19thNew YorkNY10018n/a501(3)support for Bridge to the Academy, a program for gifted Bedouin high school students at the Jusidman Science Center for Youth at Ben Gurion University$50,000Floor
Americans for Ben-Gurion University
1001 Avenue of the Americas 19thNew YorkNY10018n/a501(3)support for Drop in the Desert, a program at the Blaustein Institutes for Desert Research for Bedouin youth$25,000Floor
Americans for Ben-Gurion University
1001 Avenue of the Americas 19thNew YorkNY10018n/a501(3)support for the pilot year of the Momentum@BGU pre-academic program for Bedouin students$50,000Floor
Animal Nation Inc
PO Box 72South SalemNY10590n/a501(3)matching gift$500
Arts Every Day Inc
120 West North Avenue Suite 303BaltimoreMD21201n/a501(3)general support$35,000
Arts for Learning Maryland
21 East North Avenue 1st FloorBaltimoreMD212020000n/a501(3)general support for programming in Baltimore City and support for the Access for All program$60,000
ArtsCentric Inc
246 Pidco RoadReisterstownMD211366445n/a501(3)general support$25,000
Asylum Access
344 Thomas L Berkley WayOaklandCA94612n/a501(3)renewed core support and support for the Resourcing Refugee Leadership Initiative$150,000
Asylum Seeker Advocacy Project
228 Park Avenue S No 84810New YorkNY100031502n/a501(3)general support$50,000
AVODAH The Jewish Service Corps
125 Maiden Lane 8New YorkNY10038n/a501(3)renewed general support and a final year of support for the San Diego expansion$75,000
Backyard Basecamp
5111 Plainfield AvenueBaltimoreMD21206n/a501(3)general support$25,000
Baltimore Beat
2209 Maryland AvenueBaltimoreMD21218n/a501(3)matching gift$400
Baltimore Child First Authority Inc
3904 Hickory Avenue Suite 200BaltimoreMD21211n/a501(3)support for the community schools program$35,000
Baltimore Clayworks Inc
5707 Smith AvenueBaltimoreMD21209n/a501(3)general support$30,000
Baltimore Corps
2401 Liberty Heights Avenue 2730BaltimoreMD21215n/a501(3)general support$35,000
Baltimore Educational Scholarship Trust
808 North Charles Street SuiteBaltimoreMD212015308n/a501(3)general support$35,000200-C
Bend the Arc A Jewish Partnership for Justice
330 Seventh Avenue 19th FloorNew YorkNY100015010n/a501(3)renewed support to engage Jews in promoting economic opportunity and social justice for all Americans$75,000
Bend the Arc A Jewish Partnership for Justice
330 Seventh Avenue 19th FloorNew YorkNY100015010n/a501(3)renewed general support for the Jewish Social Justice Roundtable$35,000
Beth Am Synagogue
2701 North Charles Street Suite 402BaltimoreMD21218n/a501(3)matching gift$1,630
Beth Am Synagogue
2701 North Charles Street Suite 402BaltimoreMD21218n/a501(3)matching gift$610
Bizchut The Israel Human Rights Center for People with Disabilities
n/a501(3)renewed support for advocacy efforts on behalf of people with disabilities$6,0003 Kanfei Nesharim StreetJerusalemJerusalemIS
Black Arts District
1214 Eutaw Place Office 3BaltimoreMD212173605n/a501(3)general support$25,000
Black Girls Smile Inc
1660 Kenmore Street SWAtlantaGA303112760n/a501(3)matching gift$500
Breast Cancer Prevention Partners
1388 Sutter Street Suite 400San FranciscoCA941095400n/a501(3)general support$50,000
Breast Cancer Prevention Partners
1388 Sutter Street Suite 400San FranciscoCA941095400n/a501(3)general support for Clearya$35,000
Brigid Alliance
PO Box 58New YorkNY100240058n/a501(3)support to provide financial and practical assistance to people seeking abortions$50,000
Business & Human Rights Resource Centre
450 Lexington Avenue 4407New YorkNY10163n/a501(3)general support$30,000
Center for Reproductive Rights
199 Water Street 22nd FloorNew YorkNY10038n/a501(3)renewed support for the Global Program$30,000
Chesapeake Shakespeare Company
7 South Calvert StreetBaltimoreMD21202n/a501(3)support for education and outreach programs$20,000
Children's Environmental Health Network
110 Maryland Avenue NE Suite 404WashingtonDC200025626n/a501(3)general support$25,000
Cinnamongirl Inc
PO Box 27411OaklandCA946020911n/a501(3)matching gift$300
City Neighbors Foundation
4301 Raspe AvenueBaltimoreMD212061913n/a501(3)support for the promotion of progressive education practices in Baltimore City public schools$20,000
Comprehensive Housing Assistance Inc
5809 Park Heights AvenueBaltimoreMD21215n/a501(3)support for the School-Community Partnerships Program$30,000
Confluence Philanthropy
1 Penn Plaza Box 6169New YorkNY10119n/a501(3)general support through membership$1,650
Corner Team
1101 East 25th StreetBaltimoreMD21218n/a501(3)matching gift$400
Creative Alliance
3134 Eastern AvenueBaltimoreMD212243963n/a501(3)general support$25,000
Creative Nomads
211 East Lombard Street Suite 259BaltimoreMD212026102n/a501(3)support for the Where Art Starts youth program$20,000
Disability Rights International
1825 K Street NW Suite 950WashingtonDC20006n/a501(3)emergency support for work in Ukraine$10,000
Disability Rights International
1825 K Street NW Suite 950WashingtonDC20006n/a501(3)renewed general support to promote the human rights of people with mental disabilities worldwide$55,000
Elev8 Baltimore
800 North Charles Street 4th FloorBaltimoreMD21201n/a501(3)support for the community schools program$35,000
Encounter Programs Inc
8 W 126th Street FloorNew YorkNY10027n/a501(3)renewed general support$50,000
Enoch Pratt Free Library of Baltimore City
400 Cathedral StreetBaltimoreMD212014401n/a501(3)support for the Branch Improvement Fund$30,000
Environmental Integrity Project
1000 Vermont Avenue NW Suite 1100WashingtonDC20005n/a501(3)support for the Baltimore Environmental Justice Campaign$40,000
Environmental Working Group
1250 I Street NW Suite 1000WashingtonDC20005n/a501(3)support for the Science Program$65,000
Footsteps
114 John Street 930New YorkNY102729948n/a501(3)support for programs that assist ultra-Orthodox Jews to explore life beyond their insular communities$35,000
Friends of Israel's Environment
231 Bussey StreetDedhamMA02026n/a501(3)renewed general support for environmental litigation and advocacy$75,000
Friends of the Arava Institute
1320 Centre Street Suite 206Newton CentreMA02459n/a501(3)renewed scholarship support for Jordanian and Palestinian students$30,000
Friends of the Israel Movement for Progressive Judaism
211 S Spalding Drive Apt S403Beverly HillsCA902123664n/a501(3)renewed support for the Israel Religious Action Center to promote religious pluralism and the rule of law through advocacy, research, public education and litigation$75,000
Friends of the Israel Movement for Progressive Judaism
211 S Spalding Drive Apt S403Beverly HillsCA902123664n/a501(3)support for the Legal Aid Center for Olim$20,000
Fund for Educational Excellence
800 North Charles Street Suite 400BaltimoreMD212015322n/a501(3)general support$60,000
Fund for Educational Excellence
800 North Charles Street Suite 400BaltimoreMD212015322n/a501(3)matching gift$1,500
Fund for Educational Excellence
800 North Charles Street Suite 400BaltimoreMD212015322n/a501(3)general support for Strong Schools Maryland$50,000
Fund for Global Human Rights
1301 Connecticut Avenue NW SuiteWashingtonDC20036n/a501(3)renewed general support to make grants to local and regional human rights groups around the world$100,000400
Funders for Reproductive Equity
PO Box 750RockvilleMD208480750n/a501(3)general support through membership for 2022$1,375
Fusion Partnerships Inc
1601 Guilford Avenue 2 SouthBaltimoreMD212022877n/a501(3)matching gift for 901 Arts$400
Fusion Partnerships Inc
1601 Guilford Avenue 2 SouthBaltimoreMD212022877n/a501(3)support for MOMCares for mental health services for new mothers$35,000
Fusion Partnerships Inc
1601 Guilford Avenue 2 SouthBaltimoreMD212022877n/a501(3)support for the Teachers' Democacry Project to train and support parent/teacher restorative practices fellows$25,000
Fusion Partnerships Inc
1601 Guilford Avenue 2 SouthBaltimoreMD212022877n/a501(3)general support for the Intercultural Counseling Connection$50,000
Fusion Partnerships Inc
1601 Guilford Avenue 2 SouthBaltimoreMD212022877n/a501(3)general support$25,000
Grantmakers Concerned with Immigrants and Refugees
P O Box 2178PetalumaCA94953n/a501(3)general support through membership$3,750
Grantmakers for Education
400 SE 103rd Drive 33348PortlandOR97216n/a501(3)general support through membership$2,700
Greater Baltimore Cultural Alliance
120 West North Avenue Suite 305BaltimoreMD21201n/a501(3)general support$20,000
Hazon Inc
25 Broadway Street Suite 1700New YorkMD10004n/a501(3)renewed general support and one-time support for merger costs$100,000
Healthy Neighborhoods Inc
11 East Mount Royal Avenue SuiteBaltimoreMD212022470n/a501(3)general support for Dance Baltimore$15,000302
HIAS
P O Box 97077WashingtonDC200907077n/a501(3)emergency support to assist forcibly displaced people around the world, including Ukraine$25,000
Holistic Life Foundation Inc
2008 North Smallwood StreetBaltimoreMD21216n/a501(3)support for mindfulness programming in Baltimore City schools$35,000
If When How Lawyering for Reproductive Justice
1714 Franklin Street Suite 100 393OaklandCA946123409n/a501(3)support for legal aid, policy advocacy, and litigation on the right to abortion$50,000
International Refugee Assistance Project
1 Battery Park Plaza 4th FloorNew YorkNY10004n/a501(3)renewed general support$50,000
International Rescue Committee Inc
122 East 42nd StreetNew YorkNY101681289n/a501(3)emergency support for Ukraine$25,000
Issue One
1401 K Street NW Suite 350WashingtonDC200054574n/a501(3)support for A More Perfect Union: The Jewish Partnership for Democracy$40,000
Jewish Community Foundation of Greater Mercer
457 Nassau Street Suite 101PrincetonNJ08540n/a501(3)matching gift$5,000
Jewish Council for Public Affairs
25 Broadway Suite 1700New YorkNY10004n/a501(3)renewed support for Resetting the Table, an effort to promote nuanced dialogue in the Jewish community about the Palestinian-Israeli conflict$125,000
Jewish Funders Network
150 West 30th Street Suite 900New YorkNY100014125n/a501(3)renewed general support through membership$8,000
Jewish Studio Project
940 Dwight Way 13BBerkeleyCA94710n/a501(3)general support for programs to promote creativity in the Jewish world$40,000
Jews of Color Initiative
1601 Vine StreetLos AngelesCA90028n/a501(3)general support$75,000
Jews United for Justice
PO Box 41485WashingtonDC20018n/a501(3)renewed support for activities in Baltimore$50,000
Jews United for Justice
PO Box 41485WashingtonDC20018n/a501(3)general support for the Collaborative for Jewish Organizing$50,000
Johns Hopkins University-Peabody Institute
1 East Mount Vernon PlaceBaltimoreMD21202n/a501(3)support for the Tuned-In Initiative$20,000
JOIN for Justice
PO Box 51248BostonMA02205n/a501(3)renewed general support$25,000
Le Mondo Inc
219 Park AvenueBaltimoreMD21201n/a501(3)general support$15,000
LifeBridge Health
2401 West Belvedere AvenueBaltimoreMD212155271n/a501(3)capital support for the Center for Hope$50,000
Live Baltimore Home Center
343 North Charles StreetBaltimoreMD21201n/a501(3)support for Way to Stay, an effort to educate families about school options in Baltimore City$25,000
Lutheran Immigration and Refugee Services
700 Light StreetBaltimoreMD212303850n/a501(3)support for the Migrant Mental Health Services program$25,000
Maryland Association of Nonprofit Organizations
1500 Union Avenue Suite 2500BaltimoreMD21211n/a501(3)general support$30,000
Maryland Center on Economic Policy
1800 North Charles Street Suite 406BaltimoreMD21201n/a501(3)general support$20,000
Maryland Citizens for the Arts Inc
120 West North Avenue Suite 302BaltimoreMD21201n/a501(3)general support$15,000
Maryland Citizens' Health Initiative Education Fund Inc
2600 Saint Paul StreetBaltimoreMD21218n/a501(3)general support$75,000
Maryland Consumer Rights Coalition Inc
2209 Maryland AvenueBaltimoreMD212185627n/a501(3)support for the Campaign to End Medical Debt$35,000
Maryland Dental Action Coalition
10015 Old Columbia Road Suite B-215ColumbiaMD210461703n/a501(3)support for the Medicaid Adult Dental Collaborative$40,000
Maryland Institute College of Art
1300 West Mount Royal AvenueBaltimoreMD212174191n/a501(3)support for the Master of Fine Arts in Community Arts program$60,000
Maryland Pesticide Education Network
544 Epping Forest RoadAnnapolisMD21401n/a501(3)general support$50,000
Maryland Philanthropy Network
1600 West 41st Street Suite 700BaltimoreMD21211n/a501(3)general support through membership$10,000
Maryland Philanthropy Network
1600 West 41st Street Suite 700BaltimoreMD21211n/a501(3)general support for Healing City Baltimore$35,000
Maryland Philanthropy Network
1600 West 41st Street Suite 700BaltimoreMD21211n/a501(3)matching gift for the Black Yield Institute$400
Maryland Philanthropy Network
1600 West 41st Street Suite 700BaltimoreMD21211n/a501(3)support for the Climate Solutions Implementation Collaborative$75,000
Maryland Public Interest Research Foundation
2209 Maryland Avenue Suite DBaltimoreMD21218n/a501(3)support for the Healthy Kids, Healthy Maryland campaign$50,000
Maryland Volunteer Lawyers for the Arts
120 West North Avenue Suite 305ABaltimoreMD21201n/a501(3)general support$15,000
Meals on Wheels of Central Maryland Inc
515 South Haven StreetBaltimoreMD212244239n/a501(3)support for the development of a funding plan to provide access to nutritious meals and support services for aging adults and people with disabilities$25,000
Mental Health Association of Maryland Inc
1301 York Road Suite 505LuthervilleMD210936008n/a501(3)general support$75,000
Mission Investors Exchange
107 Spring StreetSeattleWA981041005n/a501(3)general support through membership$3,000
Moishe House
441 Saxony Road Barn 2EncinitasCA92024n/a501(3)support for Base$50,000
MPT Foundation Inc
PO Box 322Owings MillsMD21117n/a501(3)matching gift$500
NAMI Maryland Inc
10630 Little Patuxent Parkway SuiteColumbiaMD21044n/a501(3)general support$25,000475
NAMI Metropolitan Baltimore Inc
2601 North Howard Street Suite 130BaltimoreMD21218n/a501(3)general support$35,000
National Caucus of Environmental Legislators
1100 H Street NW Suite 600WashingtonDC200055492n/a501(3)general support$50,000
National Center for Family Philanthropy
1667 K Street NW Suite 550WashingtonDC20006n/a501(3)general support through the Friends of the Family program$1,163
National Health Law Program
3701 Wilshire Boulevard Suite 315Los AngelesCA90010n/a501(3)support for efforts to secure and protect equitable access to public health care programs for low-income people$65,000
National Women's Health Network
1413 K Street NW 4th FloorWashingtonDC20005n/a501(3)general support$35,000
Nature Sacred
105 Annapolis Street Suite DAnnapolisMD214011360n/a501(3)support for the Baltimore Fund, which supports the development of green spaces in underserved Baltimore neighborhoods$25,000
New Israel Fund
PO Box 70358PhiladelphiaPA191760358n/a501(3)renewed support for Bimkom-Planners for Planning Rights$75,000
New Israel Fund
PO Box 70358PhiladelphiaPA191760358n/a501(3)renewed support for the Israel Center for Educational Innovation for its work to promote literacy in Israeli elementary schools$75,000
New Israel Fund
PO Box 70358PhiladelphiaPA191760358n/a501(3)renewed support for Hagar: Jewish-Arab Education for Equality and its school in Beersheva, Israel$25,000
New Israel Fund
PO Box 70358PhiladelphiaPA191760358n/a501(3)renewed support for the Hotline for Refugees and Migrants and its work with asylum seekers and refugees$25,000
New Israel Fund
PO Box 70358PhiladelphiaPA191760358n/a501(3)general support for Life and Environmenta and its coalition building for the environmental movement in Israel$50,000
New Israel Fund
PO Box 70358PhiladelphiaPA191760358n/a501(3)support for Life and Environment and the Sayyid Alharumi Initiative to bring solar power to the Negev Bedouin community$25,000
New Israel Fund
PO Box 70358PhiladelphiaPA191760358n/a501(3)renewed support for Shatil's activities in the Negev$50,000
New Israel Fund
PO Box 70358PhiladelphiaPA191760358n/a501(3)renewed general support for Green Course and its programs that engage Israeli young people in environmental issues$50,000
New Israel Fund
PO Box 70358PhiladelphiaPA191760358n/a501(3)support for Siraj-Advancing Hi-Tech in the Bedouin Community to prepare young Bedouins in the Negev for careers in the hi-tech sector in Israel$75,000
New Israel Fund
PO Box 70358PhiladelphiaPA191760358n/a501(3)emergency support for the Hotline for Refugees and Migrants to serve Ukrainian and Russian refugees in Israel$20,000
New Music USA
114 John Street Suite 998New YorkNY10038n/a501(3)support for the Baltimore New Music Capacity Building program$15,000
North Salem Open Land Foundation
PO Box 176North SalemNY105600176n/a501(3)matching gift$300
Nova Institute for Health
1407 Fleet StreetBaltimoreMD21231n/a501(3)support for the Primary Care project$30,000
Open Works
1400 Greenmount AvenueBaltimoreMD21202n/a501(3)general support$15,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th FloorNew YorkNY10017n/a501(3)renewed general support for Ahed-The Association of Academic Arabs in the Negev and its Bedouin High School for Science$50,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th FloorNew YorkNY10017n/a501(3)support for the Gateway to the Academy Program for Bedouin students at Spair Academic College$75,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th FloorNew YorkNY10017n/a501(3)support for Teach First Israel for its work in Bedouin schools in Israel$40,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th FloorNew YorkNY10017n/a501(3)support for the Edmond de Rothschild Partnerships for GISHA, a diversity initiative for Israeli higher education$75,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th FloorNew YorkNY10017n/a501(3)support for Co-Impact-The Partnership for a Breakthrough in Arab Employment programs to increase Negev Bedouin employment$75,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th FloorNew YorkNY10017n/a501(3)support for Sikkuy-Aufoq to improve access to early childhood education and public transportation in unrecognized and newly recognized Bedouin villages in the Negev in Israel$150,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th FloorNew YorkNY10017n/a501(3)support for the Tamar Center for educational programs that help Bedouin high school youth to access higher education$50,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th FloorNew YorkNY10017n/a501(3)renewed support for the Center for Women's Justice for litigation and advocacy to promote gender equality in the rabbinical court system$25,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th FloorNew YorkNY10017n/a501(3)renewed general support for Desert Stars to build leadership among Bedouin young people in the Negev$75,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th FloorNew YorkNY10017n/a501(3)support for Merchavim-The Institute for the Advancement of Shared Citizenship in Israel for the Arab Teacher Integration in Jewish Schools Program and to build an operating reserve$50,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th FloorNew YorkNY10017n/a501(3)renewed general support for AJEEC-NISPED to promote development in the Bedouin community and positive intergroup relations in the Negev$75,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th FloorNew YorkNY10017n/a501(3)renewed support for Bizchut, The Israel Human Rights Center for People with Disabilities$19,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th FloorNew YorkNY10017n/a501(3)general support for El Yanabi and its activities in the Negev in Israel$75,000
Palestinian Internship Program
145 West 67th StreetNew YorkNY10023n/a501(3)renewed general support to bring Palestinians from East Jerusalem and the West Bank to intern in Israeli companies$40,000
Planned Parenthood of Maryland
330 North Howard StreetBaltimoreMD212013610n/a501(3)matching gift$500
Pro Bono Counseling
5900 Metro DriveBaltimoreMD21215n/a501(3)general support$50,000
Public Justice Center
201 North Charles Street Suite 1200BaltimoreMD21201n/a501(3)matching gift for Organizing Black$400
Public Justice Center
201 North Charles Street Suite 1200BaltimoreMD21201n/a501(3)support for the Health and Benefits Equity Project$75,000
Religious Action Center of Reform Judaism
2027 Massachusetts Avenue NWWashingtonDC20036n/a501(3)renewed general support$70,000
Repair the World
1460 BroadwayNew YorkNY10036n/a501(3)support for activities in Baltimore$75,000
Restorative Response Baltimore
1500 Union Avenue Suite 2700BaltimoreMD212111989n/a501(3)support to train Baltimore City school staff in restorative practices and to offer the community conferencing model as an intervention$50,000
Roberta's House Inc
928 East North AvenueBaltimoreMD21202n/a501(3)general support$35,000
Roca Inc
101 Park StreetChelseaMA021502771n/a501(3)support for Roca Baltimore program$75,000
Shalom Hartman Institute of North America
475 Riverside Drive Suite 1450New YorkNY10115n/a501(3)renewed support for Wellspring, a suite of Israel education programs for high school and college students and educators who work with them$50,000
Sierra Club Foundation
2101 Webster Street Suite 1250OaklandCA94612n/a501(3)general support for the Maryland Sierra Club$30,000
Single Carrot Theatre
3001 Old York RoadBaltimoreMD21218n/a501(3)general support$10,000
Social Good Fund
PO Box 5473RichmondCA94805n/a501(3)support for Dayenu: A Jewish Call to Climate Action$75,000
Tahirih Justice Center
6400 Arlington Boulevard Suite 400Falls ChurchVA22042n/a501(3)renewed general support for legal advocacy on behalf of refugee women and girls fleeing gender-based violence in Baltimore, DC, Atlanta, Houston and San Francisco$50,000
Teach For America Inc
2601 North Howard Street Suite 300BaltimoreMD21218n/a501(3)general support$25,000
The American Jewish Committee
165 East 56 StreetNew YorkNY100222746n/a501(3)support for the Jacob Blaustein Institute for the Advancement of Human Rights, in honor of Jerry Biederman who received AJC's Judge Learned Hand Human Relations Award on November 29, 2022$5,000
The American Jewish Committee
165 East 56 StreetNew YorkNY100222746n/a501(3)annual support$100,000
The American Jewish Joint Distribution Committee
220 East 42nd StreetNew YorkNY10017n/a501(3)renewed support for the Inter-Agency Task Force on Israeli Arab Issues$75,000
The Associated Jewish Community Federation of Baltimore Inc
101 West Mount Royal AvenueBaltimoreMD212015708n/a501(3)support for Ukraine Emergency Fund$25,000
The Associated Jewish Community Federation of Baltimore Inc
101 West Mount Royal AvenueBaltimoreMD212015708n/a501(3)support for CHANA to address abuse and other forms of interpersonal trauma in the Jewish community$35,000
The Associated Jewish Community Federation of Baltimore Inc
101 West Mount Royal AvenueBaltimoreMD212015708n/a501(3)general support for the 2022 Annual Campaign$1,300,000
The Associated Jewish Community Federation of Baltimore Inc
101 West Mount Royal AvenueBaltimoreMD212015708n/a501(3)support for the Centennial Campaign$100,000
The Baltimore Museum of Art
10 Art Museum DriveBaltimoreMD212183898n/a501(3)general support$25,000
The Baltimore Symphony Orchestra
1212 Cathedral StreetBaltimoreMD212015556n/a501(3)general support$40,000
The Everyman Theatre Inc
315 West Fayette StreetBaltimoreMD21201n/a501(3)general support$45,000
The Ingenuity Project
1400 West Cold Spring Lane Room 337BaltimoreMD21209n/a501(3)general support$35,000
The Modern Classrooms Project
15 14th Street SEWashingtonDC200031512n/a501(3)support to launch Modern Classrooms Baltimore$40,000
The Soul Center
8101 Park Heights AvenueBaltimoreMD21208n/a501(3)general support$20,000
The Sustainability Laboratory
229 East 85th StreetNew YorkNY10028n/a501(3)support for Project Wadi Attir$50,000
TNTP
500 7th Avenue 8th FloorNew YorkNY100184502n/a501(3)support for the Baltimore City Teaching Residency$50,000
Toxic Free Future
4649 Sunnyside Avenue N 540SeattleWA981036963n/a501(3)general support for Safer States$30,000
Toxic Free Future
4649 Sunnyside Avenue N 540SeattleWA981036963n/a501(3)support for the Safer Chemicals, Healthy Families campaign$40,000
University of California
Hastings College of LawSan FranciscoCA941024978n/a501(3)renewed support for CGRS' advocacy, litigation, research and educational programs to protect the rights of refugee women and children$25,000
University of Maryland Baltimore Foundation Inc
220 North Arch Avenue 13th FloorBaltimoreMD21201n/a501(3)support for the Positive Schools Center$50,000
University Of Massachusetts Foundation
1 Beacon Street 31st FloorBostonMA021083107n/a501(3)general support for the Lowell Center for Sustainable Production$50,000
Urban Teachers
1800 Washington Boulevard Suite 411BaltimoreMD21230n/a501(3)support for the teacher training and certification program in Baltimore City$70,000
Vassar College
Box 12124 RaymondPoughkeepsieNY126040725n/a501(3)matching gift$500
Virginia Organizing
703 Concord AvenueCharlottesvilleVA229035208n/a501(3)general support through membership in the Health and Environmental Funders Network$1,875
WITNESS
80 Hanson Place 5th FloorBrooklynNY11217n/a501(3)renewed general support$35,000
WombWork Productions Inc
3724 Kimble RoadBaltimoreMD212182028n/a501(3)general support$25,000
Women's Voices For The Earth
PO Box 8743MissoulaMT59807n/a501(3)general support$25,000
World Union for Progressive Judaism Ltd
1 West Fourth Street SuiteNew YorkNY10012n/a501(3)renewed support for young leadership development programs in the FSU$110,000
Yeshivat Maharat
3700 Henry Hudson Parkway 2nd FloorNew YorkNY10463n/a501(3)renewed support to educate and train women as Jewish spiritual leaders$25,000
Your Public Radio Corporation
2216 North Charles StreetBaltimoreMD21218n/a501(3)matching gift$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$8,652,853TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (54 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
American Friends of ELI
P O Box 12Merion StationPA19066n/a501(3)renewed general support for therapeutic services to victims of child abuse in Israel$25,000
American Friends of the Heschel Center Inc
1814 Shady AvenuePittsburghPA15217n/a501(3)renewed support to promote environmental leadership and educate for sustainability$35,000
The American Jewish Joint Distribution Committee
220 East 42nd StreetNew YorkNY10017n/a501(3)renewed support for the Inter-Agency Task Force on Israeli Arab Issues$75,000
American Visionary Art Museum Inc
800 Key HighwayBaltimoreMD21230n/a501(3)general support$25,000
Americans for Ben-Gurion University
1001 Avenue of the Americas 19thNew YorkNY10018n/a501(3)support for construction of new dormitories at the BIDR campus at Sde Boker$600,000FloorNew York NY 10018
Arts for Learning Maryland
21 East North Avenue 1st FloorBaltimoreMD212020000n/a501(3)general support for programming in Baltimore City and support for the Access for All program$60,000
The Associated Jewish Community Federation of Baltimore Inc
101 West Mount Royal AvenueBaltimoreMD212015708n/a501(3)general support for the 2023 Annual Campaign$1,300,000
The Associated Jewish Community Federation of Baltimore Inc
101 West Mount Royal AvenueBaltimoreMD212015708n/a501(3)support for CHANA to address abuse and other forms of interpersonal trauma in the Jewish community$35,000
Asylum Access
344 Thomas L Berkley WayOaklandCA94612n/a501(3)renewed core support and support for the Resourcing Refugee Leadership Initiative$50,000
Asylum Seeker Advocacy Project
228 Park Avenue S No 84810New YorkNY100031502n/a501(3)general support$50,000
Backyard Basecamp
5111 Plainfield AvenueBaltimoreMD21206n/a501(3)general support$25,000
Baltimore Child First Authority Inc
3904 Hickory Avenue Suite 200BaltimoreMD21211n/a501(3)support for the community schools program$35,000
The Baltimore Museum of Art
10 Art Museum DriveBaltimoreMD212183898n/a501(3)general support$25,000
Breast Cancer Prevention Partners
1388 Sutter Street Suite 400San FranciscoCA941095400n/a501(3)general support for Clearya$35,000
Business & Human Rights Resource Centre
450 Lexington Avenue 4407New YorkNY10163n/a501(3)general support$30,000
Children's Environmental Health Network
110 Maryland Avenue NE Suite 404WashingtonDC200025626n/a501(3)general support$25,000
City Neighbors Foundation
4301 Raspe AvenueBaltimoreMD212061913n/a501(3)support for the promotion of progressive education practices in Baltimore City public schools$20,000
Comprehensive Housing Assistance Inc
5809 Park Heights AvenueBaltimoreMD21215n/a501(3)support for the School-Community Partnerships Program$30,000
Creative Alliance
3134 Eastern AvenueBaltimoreMD212243963n/a501(3)general support$25,000
Disability Rights International
1825 K Street NW Suite 950WashingtonDC20006n/a501(3)renewed general support to promote the human rights of people with mental disabilities worldwide$55,000
Elev8 Baltimore
800 North Charles Street 4th FloorBaltimoreMD21201n/a501(3)support for the community schools program$35,000
Encounter Programs Inc
8 W 126th Street Floor 3New YorkNY10027n/a501(3)renewed general support$50,000
Environmental Integrity Project
1000 Vermont Avenue NW Suite 1100WashingtonDC20005n/a501(3)support for the Baltimore Environmental Justice Campaign$40,000
Environmental Working Group
1250 I Street NW Suite 1000WashingtonDC20005n/a501(3)support for the Science Program$50,000
The Everyman Theatre Inc
315 West Fayette StreetBaltimoreMD21201n/a501(3)general support$45,000
Friends of the Arava Institute
1320 Centre Street Suite 206Newton CentreMA02459n/a501(3)renewed scholarship support for Jordanian and Palestinian students$30,000
Friends of the Israel Movement for Progressive Judaism
211 S Spalding Drive Apt S403Beverly HillsCA902123664n/a501(3)renewed support for the Israel Religious Action Center to promote religious pluralism and the rule of law through advocacy, research, public education and litigation$75,000
Fund for Educational Excellence
800 North Charles Street Suite 400BaltimoreMD212015322n/a501(3)general support$60,000
Fund for Global Human Rights
1301 Connecticut Avenue NW SuiteWashingtonDC20036n/a501(3)renewed general support to make grants to local and regional human rights groups around the world$100,000400
Greater Baltimore Cultural Alliance
120 West North Avenue Suite 305BaltimoreMD21201n/a501(3)general support$20,000
Healthy Neighborhoods Inc
11 E Mount Royal Avenue Suite 302BaltimoreMD212022470n/a501(3)general support for Dance Baltimore$15,000
The Ingenuity Project
1400 West Cold Spring Lane Room 337BaltimoreMD21209n/a501(3)general support$35,000
Jews United for Justice
PO Box 41485WashingtonDC20018n/a501(3)renewed support for activities in Baltimore$50,000
Maryland Institute College of Art
1300 West Mount Royal AvenueBaltimoreMD212174191n/a501(3)support for the Master of Fine Arts in Community Arts program$40,000
Maryland Philanthropy Network
1600 West 41st Street Suite 700BaltimoreMD21211n/a501(3)support for the Climate Solutions Implementation Collaborative$25,000
Mental Health Association of Maryland Inc
1301 York Road Suite 505LuthervilleMD210936008n/a501(3)general support$100,000
National Health Law Program
3701 Wilshire Boulevard Suite 315Los AngelesCA90010n/a501(3)support for efforts to secure and protect equitable access to public health care programs for low-income people$65,000
New Israel Fund
PO Box 70358PhiladelphiaPA191760358n/a501(3)renewed support for the Israel Center for Educational Innovation for its work to promote literacy in Israeli elementary schools$75,000
Open Works
1400 Greenmount AvenueBaltimoreMD21202n/a501(3)general support$15,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th FloorNew YorkNY10017n/a501(3)support for the Gateway to the Academy Program for Bedouin students at Sapir Academic College in Israel$75,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th FloorNew YorkNY10017n/a501(3)support for Teach First Israel for its work in Bedouin schools$35,000
Pro Bono Counseling
5900 Metro DriveBaltimoreMD21215n/a501(3)general support$50,000
Public Justice Center
201 North Charles Street Suite 1200BaltimoreMD21201n/a501(3)support for the Health and Benefits Equity Project$75,000
Religious Action Center of Reform Judaism
2027 Massachusetts Avenue NWWashingtonDC20036n/a501(3)renewed general support$70,000
Repair the World
1460 BroadwayNew YorkNY10036n/a501(3)support for activities in Baltimore$50,000
Restorative Response Baltimore
1500 Union Avenue Suite 2700BaltimoreMD212111989n/a501(3)support to train Baltimore City school staff in restorative practices and to offer the community conferencing model as an intervention$50,000
Sierra Club Foundation
2101 Webster Street Suite 1250OaklandCA94612n/a501(3)general support for the Maryland Sierra Club$30,000
The Soul Center
8101 Park Heights AvenueBaltimoreMD21208n/a501(3)general support$20,000
The Sustainability Laboratory
229 East 85th StreetNew YorkNY10028n/a501(3)support for Project Wadi Attir$50,000
Tahirih Justice Center
6400 Arlington Boulevard Suite 400Falls ChurchVA22042n/a501(3)renewed general support for legal advocacy on behalf of refugee women and girls fleeing gender-based violence in Baltimore, DC, Atlanta, Houston and San Francisco$50,000
University of California
Hastings College of Law200San FranciscoCA941024978n/a501(3)renewed support for CGRS' advocacy, litigation, research and educational programs to protect the rights of refugee women and children$25,000McAllister Street
WITNESS
80 Hanson Place 5th FloorBrooklynNY11217n/a501(3)renewed general support$35,000
WombWork Productions Inc
3724 Kimble RoadBaltimoreMD212182028n/a501(3)general support$25,000
World Union for Progressive Judaism Ltd
1 West Fourth Street Suite 517ANew YorkNY10012n/a501(3)renewed support for young leadership development programs in the FSU$110,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$4,235,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,025ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,333,250ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,247,100ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (20 entries)

DescDescExclusionExclusionCdExclusionExclusionAmtBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt
Aberdeen (FLAG) International Partners II LP18-$4,908
Aberdeen (FLAG) International Partners LP18-$2,669900001
Aberdeen (FLAG) Private Equity III LP18-$3,782900001$3,788
Aberdeen (FLAG) Private Equity IV LP18$31,633900001$5,882
Aberdeen (FLAG) Venture Partners VI LP18$5,839900001$2
Artisan Sustainable Emerging Markets18-$16,790
Book to Tax Adjustment18-$814
Boulder Ventures IV Annex18-$375
Catalio (Camden Partners) Nexus Fund, L.P.18-$5,880
Catalio (Camden Partners) Nexus Fund, L.P. II18-$4,379
Catalio (Camden Partners) Nexus Fund, L.P. III18-$5,282
Commonfund International Partners VI18-$1,728900001$20
Commonfund Private Equity Partners VII18-$23,492900001$27,167
Commonfund Venture Partners VI18-$345900001$56
Ecosystem Investment Partners IV18-$9,792900001$30,756
Gatewood Capital Opportunity Fund L.P.18-$11,286
Industry Venture Partners VII LP18-$438900001$108
Industry Venture Partners VIII LP18-$9,602900001$105
K5 Private Investors LP18-$29,942
Lead Edge Capital VI, LP18-$20,098

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$47,876UnrelatedBusinessTaxblIncmAmt
Exclusion$4,083,042ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,130,918TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (18 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
American Trading & Production
1One South Street 2800BaltimoreMD21202$29,817Yes (X)
American Trading & Production
2One South Street 2800BaltimoreMD21202$2,588Yes (X)
American Trading & Production
3One South Street 2800BaltimoreMD21202$180,053Yes (X)
American Trading & Production
4One South Street 2800BaltimoreMD21202$285,450Yes (X)
American Trading & Production
5One South Street 2800BaltimoreMD21202$6,257Yes (X)
American Trading & Production
6One South Street 2800BaltimoreMD21202$1,571Yes (X)
American Trading & Production
7One South Street 2800BaltimoreMD21202$135,056Yes (X)
American Trading & Production
8One South Street 2800BaltimoreMD21202$5,798Yes (X)
American Trading & Production
9One South Street 2800BaltimoreMD21202$130,409Yes (X)
American Trading & Production
10One South Street 2800BaltimoreMD21202$75,959Yes (X)
American Trading & Production
11One South Street 2800BaltimoreMD21202$16,659Yes (X)
American Trading & Production
12One South Street 2800BaltimoreMD21202$266,889Yes (X)
American Trading & Production
13One South Street 2800BaltimoreMD21202$16,954Yes (X)
American Trading & Production
14One South Street 2800BaltimoreMD21202$67,419Yes (X)
American Trading & Production
15One South Street 2800BaltimoreMD21202$241,280Yes (X)
American Trading & Production
16One South Street 2800BaltimoreMD21202$15,676Yes (X)
American Trading & Production
17One South Street 2800BaltimoreMD21202$72,165Yes (X)
Arthur E Roswell
18c/o AFS One South St Ste 2950BaltimoreMD21202$50,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (16 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
27 shs Accenture PLC Ireland ($2,588 FMV)$2,5882022-01-11
365 shs Alphabet Inc ($180,053 FMV)$180,0532022-01-11
41,650 shs Apple Inc ($285,450 FMV)$285,4502022-01-11
594 shs Brown Forman Corp ($6,257 FMV)$6,2572022-01-11
610 shs Disney Walt Co ($1,571 FMV)$1,5712022-01-11
7348 shs Hope Depot Inc ($135,056 FMV)$135,0562022-01-11
815 shs Humana Inc ($5,798 FMV)$5,7982022-01-11
9sh779 s JPMorgan Chase & Co ($130,409 FMV)$130,4092022-01-11
10307 shs Lowes Cos Inc ($79,959 FMV)$75,9592022-01-11
1146 shs Mastercard Inc ($16,659 FMV)$16,6592022-01-11
12852 shs Microsoft Corp ($266,889 FMV)$266,8892022-01-11
13201 shs Nextera Energy Inc ($16,954 FMV)$16,9542022-01-11
14169 shs Northrop Grumman Corp ($72,165 FMV)$67,4192022-01-11
15973 shs Union Pac Corp ($241,280 FMV)$241,2802022-01-11
1674 shs Visa Inc ($15,676 FMV)$15,6762022-01-11
17155 shs UnitedHealth Group Inc$72,1652022-01-11

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAtapco Financial ServicesCategoryTxt
Amt$166,400Amt
Net Investment Income$83,200NetInvestmentIncomeAmt
Disbursements Charitable Prps$83,200DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (58 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
Access Capital CommunityAT COST$6,842,113$5,825,113
Artisan Sustainable Emerging Markets FundAT COST$4,895,209$3,593,691
ASF VI LPAT COST$0$141,829
AXA Secondary Fund VAT COST$0$3,073
Catalio (FKA Camden Partners) Nexus Fund IIAT COST$160,162$176,550
Catalio Nexus Fund IIIAT COST$94,779$94,736
Catalio Nexus I (FKA Camden Partners Exelixis)AT COST$141,650$164,912
Cohen and Steers RealtyAT COST$1,898,284$2,194,918
Coller International Partners VAT COST$0$2,665
Columbia Pyfrd Int'l StockAT COST$5,224,469$5,303,012
Commonfund Int'l VIAT COST$242,455$95,069
Commonfund PE VIIAT COST$72,256$271,468
Commonfund Venture VIAT COST$110,105$55,024
Ecosystem Investment Partners IVAT COST$309,535$352,114
First Eagle GlobalAT COST$5,058,105$7,787,333
Flag InternationalAT COST$110,516$117,743
Flag International IIAT COST$223,137$361,433
Flag Private Equity IIIAT COST$51,515$61,769
Flag Private Equity IVAT COST$253,427$303,508
Flag Ventures VIAT COST$126,379$194,923
Gatewood Capital Opp FundAT COST$311,863$441,612
Industry Ventures Sec Fd VIIIAT COST$566,515$1,044,531
Industry Ventures Secondary Fd VIIAT COST$201,854$364,549
Ironwood InternationalAT COST$2,425,631$6,142,079
JPMorgan RiverbridgeAT COST$1,827,988$2,125,863
K5 Private InvestorsAT COST$403,518$499,107
Lazard GL List Infrastr InstAT COST$3,005,776$2,740,636
Lead Edge Capital VIAT COST$80,074$97,006
Lexington Capital Partners VIIAT COST$0$139,089
New Mountain Partners VAT COST$717,654$1,718,737
New Mountain Partners VIAT COST$456,688$514,432
Oaktree RE Ops Fund VAT COST$80,871$49,887
PB Strategic Partners IV (FKA CS Strategies IV)AT COST$95,378$46,541
Pointer OffshoreAT COST$3,550,000$7,881,494
RBC Emerging Markets EquityAT COST$3,577,447$3,346,934
RBC International OpportunityAT COST$5,960,690$4,441,742
RCP VII Feeder, LTDAT COST$0$859,301
Rockefeller Libra FundAT COST$11,344,665$11,351,945
Russell 1000 GrowthAT COST$15,426,517$11,876,045
Russell 1000 ValueAT COST$18,355,024$17,236,211
Sigular Guff IIIAT COST$164,764$308,435
Sigular Guff IVAT COST$241,147$232,704
SJF Ventures IVAT COST$768,340$1,179,794
SJF Ventures VAT COST$193,973$203,931
Southpoint Qualified Offshore FundAT COST$2,500,000$3,715,378
Spur Ventures IIIAT COST$482,219$1,626,313
Spur Ventures IVAT COST$759,554$1,981,390
Spur Ventures VAT COST$853,046$1,535,976
Spur Ventures VIAT COST$562,369$897,921
State of Israel Jubilee issued 2021AT COST$100,000$98,403
Strategic Partners III (FKA CSFB III)AT COST$66,718$1,335
The Rise FOFAT COST$352,906$530,194
The Rise Fund IIAT COST$502,780$659,751
TIAA-CREF Social Choice Bond FundAT COST$10,083,591$8,523,051
TPG Rise ClimateAT COST$74,981$83,163
Vista Equity Partners Fund VIIAT COST$736,001$1,063,652
Wellington International Quality GrowthAT COST$3,238,434$3,239,097
William Blair Small Cap (FKA ICM Small Company)AT COST$4,270,618$4,492,716

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (4 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Tzedec (The Shefa Fd) - PRI$450,000$450,000$450,000
Koret Israel Eco Dev - PRI$300,000$300,000$300,000
HealthCare Without Harm - Greenhealth - PRI$100,000$0$0
Social Finance Israel - Project in Rahat - PRI$147,737$219,153$219,153

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (3 entries)

DescDescAmtAmt
Tax/Cost basis difference in Atapco Stock Contributions$1,369,807
Tax/Cost basis difference in Wellington$1,242,631
Returned PRI Grant - Greenhealth - Healthcare w/o Harm$100,000

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
401k fees$417$0$417
Bank fee$28$0$28
Dues & Subscriptions$1,346$0$1,346
Equipment$1,587$0$1,587
Equipment Maintenance$610$0$610
Postage & Shipping$1,113$0$1,113
Software$7,429$0$7,429
Supplies$250$0$250
SVS Management fees$5,994$0$5,994
SVS Passthrough costs$7,421$0$7,421
Telephone$1,465$0$1,465
Website$480$0$480

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (52 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
Aberdeen (FLAG) International Partners II LP-$4,908-$4,908-$4,908
Aberdeen (FLAG) International Partners LP-$2,669-$2,669-$2,669
Aberdeen (FLAG) Private Equity III LP$6-$3,782$6
Aberdeen (FLAG) Private Equity IV LP$37,515$31,633$37,515
Aberdeen (FLAG) Venture Partners VI LP$5,841$5,839$5,841
Artisan Sustainable Emerging Markets-$16,790-$16,790-$16,790
Book to Tax Adjustment-$814-$814
Boulder Ventures IV Annex-$375-$375-$375
Catalio (Camden Partners) Nexus Fund, L.P.-$5,880-$5,880-$5,880
Catalio (Camden Partners) Nexus Fund, L.P. II-$4,379-$4,379-$4,379
Catalio (Camden Partners) Nexus Fund, L.P. III-$5,282-$5,282-$5,282
Commonfund International Partners VI-$1,708-$1,728-$1,708
Commonfund Private Equity Partners VII$3,675-$23,492$3,675
Commonfund Venture Partners VI-$289-$345-$289
Ecosystem Investment Partners IV$20,964-$9,792$20,964
Gatewood Capital Opportunity Fund L.P.-$11,286-$11,286-$11,286
Industry Venture Partners VII LP-$330-$438-$330
Industry Venture Partners VIII LP-$9,497-$9,602-$9,497
K5 Private Investors LP-$29,942-$29,942-$29,942
Lead Edge Capital VI, LP-$20,098-$20,098-$20,098
New Mountain Partners V (AIV-A2), LP-$12-$12-$12
New Mountain Partners V (AIV-B2), LP-$76-$76-$76
New Mountain Partners V (AIV-C2), LP-$81-$81-$81
New Mountain Partners V (AIV-D2), LP-$36-$36-$36
New Mountain Partners V, LP-$5,642-$5,642-$5,642
New Mountain VI-$13,508-$11,072-$13,508
New Mountain VI Aggregator-$23-$23-$23
Oaktree Real Estate Opportunities Fund V-$26,693-$9,255-$26,693
Rockefeller Libra QP-$139,624-$139,624-$139,624
Russell 1000 Growth Fund B-$27,576-$27,576-$27,576
Russell 1000 Value Fund B-$30,395-$30,395-$30,395
Siguler Guff Distressed Opportunities Fd III-$2,509-$2,509-$2,509
Siguler Guff Distressed Opportunities Fd IV-$2,362-$2,359-$2,362
SJF Ventures IV, LP-$17,429-$17,429-$17,429
SJF Ventures V, LP-$16,419-$16,419-$16,419
Spur Ventures III-$10,240-$10,240-$10,240
Spur Ventures IV-$12,922-$12,922-$12,922
Spur Ventures V-$19,071-$19,071-$19,071
Spur Ventures VI-$47,502-$47,502-$47,502
Strategic Partners III, LP-$184-$182-$184
Strategic Partners PB Feeder Fund IV-$959-$1,140-$959
The Rise Fund FOF, LP$27,021$27,021$27,021
The Rise Fund II-$17,477-$17,477-$17,477
The Rise Fund II CAYFIR AIV I-B, LP-$4-$4-$4
The Rise Fund II DE AIV I, LP-$24-$24-$24
The Rise Fund II SF AIV I, LP$1,372$1,372$1,372
TPG Rise Climate-$12,829-$12,574-$12,829
TPG Rise Climate Cayman AIV I$173$173$173
TPG Rise Climate DE AIV I-$1-$1
TPG Rise Climate FIRPTA AIV II LP-$55$0-$55
Vista Equity Partners Fund VII-$18,429-$18,429-$18,429
Wellington - CTF Intl Quality Growth-$10,695-$10,695-$10,695

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescTax/Cost basis difference New Mountain VDesc
Amt$937Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescTPG Rise Climate - Losses Taken Using Debt BasisDesc
BOY Book Value$4,590BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
JPMorgan$30,580$30,580$0
Other Investment Fees$16,865$16,865$0
Wellington$38,937$38,937$0
Mercer$80,877$80,877$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Foreign Tax$137,958$137,958$0
Federal/State Taxes Withheld on NII$8,885$8,885$0
Excise tax$315,531$0$0