THE MORTON K AND JANE BLAUSTEIN FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE MORTON K AND JANE BLAUSTEIN FOUNDATION INC (EIN 52-1607300)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202223199349104407
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T12:35:04-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | Anne A Patterson | PersonNm |
| Person Title | Assistant Secretary | PersonTitleTxt |
| Phone | 4103477201 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Anne | PersonFirstNm |
| Person Last | Patterson | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
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 | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $70,414,359 | 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 | $1,037,143 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,037,143 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,565,258 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,925,144 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,565,258 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$226,147 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$183,225 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,501,254 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,419,176 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $220,780 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $220,780 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $59,059 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $59,059 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $70,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $28,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $42,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $150,812 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $150,812 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $89,021 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $39,021 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $31,503 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $31,503 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $200 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $200 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $41,470 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,721 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $37,749 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $662,845 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $221,554 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $391,291 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,786,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,786,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,449,445 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $221,554 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,177,891 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,051,809 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,197,622 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,667,989 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,136,041 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,136,041 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $48,061,986 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $53,372,537 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $69,123,108 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $18 | OtherAssetsBOYAmt |
| Other Assets EOY | $155,210 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $155,210 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $51,729,993 | TotalAssetsBOYAmt |
| Total Assets EOY | $54,663,788 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $70,414,359 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $92,500 | GrantsPayableBOYAmt |
| Other Liabilities BOY | $4,727 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $97,227 | 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 | $51,632,766 | RetainedEarningBOYAmt |
| Retained Earning EOY | $54,663,788 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $51,632,766 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $54,663,788 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $51,729,993 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $54,663,788 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $51,632,766 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,051,809 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $54,684,575 | SubtotalAmt |
| Other Decreases | $20,787 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $54,663,788 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (52 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| Aberdeen (FLAG) International Partners II LP | P | 2020-01-01 | 2021-12-31 | $104,291 | $104,291 | $104,291 | |
| Aberdeen (FLAG) International Partners LP | P | 2020-01-01 | 2021-12-31 | $106,496 | $106,496 | $106,496 | |
| Aberdeen (FLAG) International Partners LP | P | 2021-01-01 | 2021-12-31 | $3 | $3 | $3 | |
| Aberdeen (FLAG) Private Equity III LP | P | 2020-01-01 | 2021-12-31 | $12,421 | $12,421 | $12,421 | |
| Aberdeen (FLAG) Private Equity III LP | P | 2021-01-01 | 2021-12-31 | $9 | $9 | $9 | |
| Aberdeen (FLAG) Private Equity IV LP | P | 2021-01-01 | 2021-12-31 | $493 | $493 | $493 | |
| Aberdeen (FLAG) Private Equity IV LP | P | 2020-01-01 | 2021-12-31 | $121,761 | $121,761 | $121,761 | |
| Aberdeen (FLAG) Venture Partners VI LP | P | 2020-01-01 | 2021-12-31 | -$267 | -$267 | $267 | |
| Aberdeen (FLAG) Venture Partners VI LP | P | 2020-01-01 | 2021-12-31 | $120,041 | $120,041 | $120,041 | |
| Artisan Sustainable Emerging Markets Fund | P | 2020-01-01 | 2021-12-31 | -$68,476 | -$68,476 | $68,476 | |
| Artisan Sustainable Emerging Markets Fund | P | 2020-01-01 | 2021-12-31 | -$8,520 | -$8,520 | $8,520 | |
| ASF VI - Distribution in excess of basis | P | 2020-01-01 | 2021-12-31 | $58,057 | $58,057 | $58,057 | |
| BGI Equity Index | P | 2020-01-01 | 2021-12-31 | $2,205,286 | $2,205,286 | $2,205,286 | |
| BGI Equity Index | P | 2021-01-01 | 2021-12-31 | $16,099 | $16,099 | $16,099 | |
| Boston Partners International Equity | P | 2020-01-01 | 2021-12-31 | $27,666 | $27,666 | $27,666 | |
| Boston Partners International Equity | P | 2021-01-01 | 2021-12-31 | $84,197 | $84,197 | $84,197 | |
| Coller Int'l - Distribution in excess of basis | P | 2020-01-01 | 2021-12-31 | $4,099 | $4,099 | $4,099 | |
| Commonfund International Partners VI | P | 2020-01-01 | 2021-12-31 | $23,397 | $23,397 | $23,397 | |
| Commonfund Private Equity Partners V | P | 2020-01-01 | 2021-12-31 | -$20,340 | -$20,340 | $20,340 | |
| Commonfund Private Equity Partners VII | P | 2020-01-01 | 2021-12-31 | -$423 | -$423 | $423 | |
| Commonfund Private Equity Partners VII | P | 2020-01-01 | 2021-12-31 | $33,039 | $33,039 | $33,039 | |
| Commonfund Venture Partners VI | P | 2021-01-01 | 2021-12-31 | $39 | $39 | $39 | |
| Commonfund Venture Partners VI | P | 2020-01-01 | 2021-12-31 | -$3,705 | -$3,705 | $3,705 | |
| Commonfund Venture Partners VIII | P | 2020-01-01 | 2021-12-31 | $149,962 | $149,962 | $149,962 | |
| Commonfund Venture Partners VIII | P | 2021-01-01 | 2021-12-31 | $104 | $104 | $104 | |
| Ecosystem Investment Partners IV | P | 2020-01-01 | 2021-12-31 | -$2,343 | -$2,343 | $2,343 | |
| Ecosystem Investment Partners IV | P | 2020-01-01 | 2021-12-31 | $380 | $380 | $380 | |
| K5 Private Investors | P | 2020-01-01 | 2021-12-31 | $0 | $0 | ||
| Neuberger Berman Income Plus Fund* | P | 2020-01-01 | 2021-12-31 | -$2,818 | -$2,818 | $2,818 | |
| Neuberger Berman Income Plus Fund* | P | 2020-01-01 | 2021-12-31 | $0 | $0 | ||
| New Mountain VI | P | 2021-01-01 | 2021-12-31 | $233 | $233 | $233 | |
| New Mountain VI Aggregator | P | 2020-01-01 | 2021-12-31 | $0 | $0 | ||
| Oaktree Opportunities Fund X AIF (Cayman) | P | 2020-01-01 | 2021-12-31 | $19,536 | $19,536 | $19,536 | |
| Oaktree Opportunities Fund X AIF (Delaware) | P | 2020-01-01 | 2021-12-31 | $66 | $66 | $66 | |
| Oaktree Opportunities Fund X, LP | P | 2020-01-01 | 2021-12-31 | -$2,045 | -$2,045 | $2,045 | |
| Oaktree Opportunities Fund X, LP | P | 2020-01-01 | 2021-12-31 | $30,694 | $30,694 | $30,694 | |
| Oaktree Opportunities Fund XB AIF (Cayman) | P | 2020-01-01 | 2021-12-31 | -$623 | -$623 | $623 | |
| Oaktree Opportunities Fund XB AIF (Cayman) | P | 2021-01-01 | 2021-12-31 | $2,377 | $2,377 | $2,377 | |
| Oaktree Opportunities Fund XB AIF (Delaware) | P | 2020-01-01 | 2021-12-31 | $0 | $0 | ||
| Oaktree Opportunities Fund XB, LP | P | 2020-01-01 | 2021-12-31 | $20,112 | $20,112 | $20,112 | |
| Oaktree Opportunities Fund XB, LP | P | 2021-01-01 | 2021-12-31 | $19,515 | $19,515 | $19,515 | |
| Oaktree Real Estate Opportunities Fund V | P | 2020-01-01 | 2021-12-31 | -$1,039 | -$1,039 | $1,039 | |
| Publicly traded securities | $10,558,978 | $2,319,916 | $2,319,916 | $8,239,062 | |||
| Siguler Guff Distressed Opportunities Fd III | P | 2020-01-01 | 2021-12-31 | -$14 | -$14 | $14 | |
| Siguler Guff Distressed Opportunities Fd III | P | 2020-01-01 | 2021-12-31 | $37,088 | $37,088 | $37,088 | |
| SJF Ventures V, LP | P | 2020-01-01 | 2021-12-31 | $0 | $0 | ||
| Spur Ventures III | P | 2021-01-01 | 2021-12-31 | $799 | $799 | $799 | |
| Spur Ventures III | P | 2020-01-01 | 2021-12-31 | $629,957 | $629,957 | $629,957 | |
| Spur Ventures VI | P | 2020-01-01 | 2021-12-31 | $13,116 | $13,116 | $13,116 | |
| Spur Ventures VI | P | 2021-01-01 | 2021-12-31 | $1,975 | $1,975 | $1,975 | |
| Commonfund Private Equity Partners V | P | 2020-01-01 | 2021-12-31 | -$10,211 | -$10,211 | $10,211 | |
| Capital Gains Dividends | P | $522,858 | $522,858 | $522,858 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,565,258 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $100,047 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $100,047 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $100,047 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $67,133 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $65,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $132,133 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $32,086 | OverpaymentAmt |
| Applied To ES Tax | $32,086 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 (10 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 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 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 | 0.00 | $0 | $0 | $0 |
| Anne A Patterson | ||||||||
| 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 |
| Jill R Robinson | ||||||||
| 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 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| Tanya Herbick | ||||||||
| One South Street Suite 2900 | Baltimore | MD | 21202 | Prog. Officer | 40.00 | $136,321 | $45,715 | $0 |
| Betsy Ringel | ||||||||
| One South Street Suite 2900 | Baltimore | MD | 21202 | Exec. Director | 7.01 | $42,721 | $10,523 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $108,603 |
| Atapco Financial Services Inc | |||||
| One South Street Suite 2950 | Baltimore | MD | 21202 | Acct, Tax & Invest. | $70,000 |
| 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 | $65,007,296 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,105,936 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $68,113,232 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $68,113,232 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,021,698 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $67,091,534 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,354,577 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,354,577 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $100,047 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $100,047 | TotalTaxAmt |
| Distributable Before Adj | $3,254,530 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,254,530 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,254,530 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,177,891 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,177,891 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,254,530 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $504,146 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $636,511 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $843,142 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $502,830 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,855,732 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,342,361 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,177,891 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,254,530 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $923,361 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,265,722 | 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 | $504,146 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,761,576 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $636,511 | ExcessFromYear4Amt |
| Excess From Year3 | $843,142 | ExcessFromYear3Amt |
| Excess From Year2 | $502,830 | ExcessFromYear2Amt |
| Excess From Year1 | $3,855,732 | ExcessFromYear1Amt |
| Excess From Current Year | $923,361 | 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 (71 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| ALIGN The Alliance for a Greater New York | ||||||||
| 50 Broadway 29th FloorNew York NY | 10004 | New York | NY | 10004 | N/A | 501(c)(3) | renewed general support | $60,000 |
| Alliance for Justice | ||||||||
| Eleven Dupont Circle NW Suite | 500Washington DC 20036 | Washington | DC | 20036 | 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 FloorNew York | NY 10004-2400 | 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 FloorNew York | NY 10004-2400 | New York | NY | 100042400 | N/A | 501(c)(3) | renewed support for the Immigrants Rights Project | $75,000 |
| Auburn Seminary | ||||||||
| 475 Riverside Drive Suite 1800New | York NY 10115-0002 | New York | NY | 101150002 | N/A | 501(c)(3) | renewed general support for leadership development for faith-rooted justice leaders | $50,000 |
| Ayuda | ||||||||
| 1990 K Street NW Suite 500Washingto | DC 20006 | Washington | DC | 20006 | N/A | 501(c)(3) | general support | $50,000 |
| Bend the Arc A Jewish Partnership for Justice | ||||||||
| 330 Seventh Avenue 19th FloorNew | York NY 10001-5010 | 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 |
| Bread for the City | ||||||||
| 1525 Seventh Street NWWashington DC | 20001 | Washington | DC | 20001 | N/A | 501(c)(3) | general support | $10,000 |
| The BrotherhoodSister Sol | ||||||||
| 140 Hamilton PlaceNew York NY 10031 | New York | NY | 10031 | N/A | 501(c)(3) | general support | $75,000 | |
| Calvary Hospital | ||||||||
| 1740 Eastchester RoadBronx NY 10461 | 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 NEWashingto | DC 20017 | Washington | DC | 20017 | N/A | 501(c)(3) | general support | $17,000 |
| Capital Area Immigrants' Rights Coalition | ||||||||
| 1612 K Street NW Suite 204Washingto | DC 20006 | Washington | DC | 20006 | N/A | 501(c)(3) | renewed general support to provide legal assistance and advocacy for immigrants facing deportation | $80,000 |
| Catholic Charities of Baltimore | ||||||||
| 320 Cathedral StreetBaltimore MD | 21201-4421 | Baltimore | MD | 212014421 | N/A | 501(c)(3) | support for the Immigration Legal Services program at the Esperanza Center | $60,000 |
| Chesapeake Climate Action Network | ||||||||
| 6930 Carroll Avenue Suite 720Takoma | Park MD 20912 | 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 StreetAnnapolis MD 21403 | Annapolis | MD | 21403 | N/A | 501(c)(3) | general support | $50,000 | |
| Citizens Climate Education | ||||||||
| 1330 Orange Avenue 309Coronado CA | 92118 | Coronado | CA | 92118 | N/A | 501(c)(3) | general support | $75,000 |
| Climate Mobilization Project | ||||||||
| 228 Park Avenue S PMB 87816New York | NY 10003-1502 | New York | NY | 100031502 | N/A | 501(c)(3) | general support | $30,000 |
| Climate XChange | ||||||||
| 31 Saint James AvenueBoston MA | 02116 | Boston | MA | 02116 | N/A | 501(c)(3) | support to organize and advocate for carbon pricing in Maryland | $60,000 |
| Comprehensive Youth Development | ||||||||
| 240 Second AvenueNew York NY 10003 | New York | NY | 10003 | 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 | |
| Disability Rights Maryland | ||||||||
| 1500 Union Avenue Suite 2000Baltimo | e MD 21211 | 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 | $75,000 |
| The Educational Alliance | ||||||||
| 197 East BroadwayNew York NY | 10002-5507 | New York | NY | 100025507 | N/A | 501(c)(3) | renewed general support for the Manny Cantor Center | $50,000 |
| Encounter Programs Inc | ||||||||
| c/o WeWork8 W 126th Street Floor | 3New York NY 10027 | 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 StreetPhiladelphia PA | 19149-2739 | 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 StreetAlbany NY 12210 | 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 960New | York NY 10115-0066 | New York | NY | 101150066 | N/A | 501(c)(3) | general support through 2021 membership | $5,240 |
| Feed More | ||||||||
| 1415 Rhoadmiller StreetRichmond VA | 23220-1111 | Richmond | VA | 232201111 | N/A | 501(c)(3) | general support | $16,000 |
| Florence Immigrant And Refugee Rights Project Inc | ||||||||
| PO Box 86299Tucson AZ 85754-6299 | Tucson | AZ | 857546299 | N/A | 501(c)(3) | renewed general support | $75,000 | |
| Freedom for Immigrants | ||||||||
| 1322 Webster Street Suite 300Oaklan | CA 94612 | 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 |
| The Fund for Investigative Journalism Inc | ||||||||
| 1100 13th Street NW Suite 800Washin | ton DC 20005 | Washington | DC | 20005 | N/A | 501(c)(3) | renewed general support for the organization's efforts to sustain investigative journalism | $60,000 |
| Gilchrist Hospice Care | ||||||||
| 11311 McCormick Road Suite 350Hunt | Valley MD 21031 | Hunt Valley | MD | 21031 | N/A | 501(c)(3) | general support | $10,000 |
| Global Warming Mitigation Project | ||||||||
| PO Box 7774Aspen CO 81612-7774 | Aspen | CO | 816127774 | N/A | 501(c)(3) | general support | $10,000 | |
| Grantmakers Concerned with Immigrants and Refugees | ||||||||
| P O Box 2178Petaluma CA 94953 | Petaluma | CA | 94953 | N/A | 501(c)(3) | general support through 2022 membership | $2,500 | |
| Immigrant Justice Corps | ||||||||
| 17 Battery Place Suite 1234New York | NY 10004-1207 | New York | NY | 100041207 | N/A | 501(c)(3) | support for the fund in memory of Judge Robert Katzmann | $25,000 |
| Immigrant Justice Corps | ||||||||
| 17 Battery Place Suite 1234New York | NY 10004-1207 | New York | NY | 100041207 | N/A | 501(c)(3) | support to bring the Immigrant Law Fellowship Program to Maryland | $75,000 |
| Immigrant Justice Corps | ||||||||
| 17 Battery Place Suite 1234New York | NY 10004-1207 | New York | NY | 100041207 | N/A | 501(c)(3) | support for two consecutive cohorts of three Jane Blaustein Justice Fellows | $270,000 |
| Inside Climate News | ||||||||
| 16 Court Street 2307Brooklyn NY | 11241 | Brooklyn | NY | 11241 | N/A | 501(c)(3) | support for a Baltimore-based environmental justice reporter | $75,000 |
| Interfaith Power and Light | ||||||||
| 900 Massachusetts Avenue NWWashingt | n DC 20001 | Washington | DC | 20001 | N/A | 501(c)(3) | renewed general support to advocate for climate change solutions through regional faith communities | $40,000 |
| International Refugee Assistance Project | ||||||||
| One Battery Park Plaza 4th FloorNew | York NY 10004 | 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 66073Washington DC 20035 | 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 41485Washington DC 20018 | Washington | DC | 20018 | N/A | 501(c)(3) | renewed general support for community organizing to fight against inequality in Maryland and DC | $40,000 | |
| The Johns Hopkins University | ||||||||
| 3400 North Charles StreetBaltimore | MD 21218 | Baltimore | MD | 21218 | N/A | 501(c)(3) | capital support for building expansion at the School of Nursing | $200,000 |
| Kids in Need of Defense | ||||||||
| 1201 L Street NW Floor 2Washington | DC 20005 | 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 |
| Marlene Meyerson JCC Manhattan | ||||||||
| 334 Amsterdam Avenue at 76th | StreetNew York NY 10023 | New York | NY | 10023 | N/A | 501(c)(3) | support for What Matters: Caring Conversations About End of Life | $10,000 |
| Maryland Food Bank Inc | ||||||||
| 2200 Halethorpe Farms RoadBaltimore | MD 21227-0000 | Baltimore | MD | 212270000 | N/A | 501(c)(3) | general support | $17,000 |
| Maryland Philanthropy Network | ||||||||
| 1600 West 41st Street Suite | 700Baltimore MD 21211 | Baltimore | MD | 21211 | N/A | 501(c)(3) | renewed general support through membership | $6,960 |
| Mary's Center | ||||||||
| 2333 Ontario Road NWWashington DC | 20009 | Washington | DC | 20009 | N/A | 501(c)(3) | general support | $10,000 |
| Mount Sinai Hospital | ||||||||
| One Gustave L Levy PlaceNew York NY | 10029-6574 | New York | NY | 100296574 | N/A | 501(c)(3) | support for the Hertzberg Palliative Care Institute ($10,000) and the Center to Advance Palliative Care ($10,000) | $20,000 |
| Movement Generation | ||||||||
| PO Box 102Berkeley CA 94701 | Berkeley | CA | 94701 | N/A | 501(c)(3) | general support | $20,000 | |
| Movement Generation | ||||||||
| PO Box 102Berkeley CA 94701 | 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 101Washingto | DC 20036 | 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 1500New York NY | 10004 | New York | NY | 10004 | N/A | 501(c)(3) | general support for policy advocacy and litigation to advance economic justice for low-income families, individuals and communities | $60,000 |
| Native American Rights Fund | ||||||||
| 1506 BroadwayBoulder CO 80302-6296 | Boulder | CO | 803026296 | N/A | 501(c)(3) | support for two consecutive two-year Jane Blaustein Law Fellows | $109,500 | |
| New Israel Fund | ||||||||
| PO Box 70358Philadelphia PA | 19176-0358 | 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 610New | York NY 10001 | New York | NY | 10001 | N/A | 501(c)(3) | renewed general support to promote immigrants' civic participation, leadership and unified voice | $75,000 |
| The New York Times Neediest Cases Fund | ||||||||
| 620 Eighth Avenue 4th FloorNew York | NY 10018 | New York | NY | 10018 | N/A | 501(c)(3) | general support | $5,000 |
| Open Society Institute - Baltimore | ||||||||
| 201 North Charles Street Suite | 1300Baltimore MD 21201 | Baltimore | MD | 21201 | N/A | 501(c)(3) | support for the Lois Blum Feinblatt Community Fellow for Mental Health | $50,000 |
| Our Climate Education Fund | ||||||||
| 1 Thomas Circle NW Suite 700Washing | on DC 20005 | Washington | DC | 20005 | N/A | 501(c)(3) | renewed general support to develop youth leaders to advance climate solutions | $75,000 |
| Partners for Dignity & Rights | ||||||||
| 90 John Street Suite 501New York NY | 10038 | New York | NY | 10038 | N/A | 501(c)(3) | renewed support for the Dignity in Schools Campaign - New York coalition | $75,000 |
| Partners for Dignity & Rights | ||||||||
| 90 John Street Suite 501New York NY | 10038 | New York | NY | 10038 | N/A | 501(c)(3) | renewed support for the Dignity in Schools Campaign - New York coalition | $60,000 |
| Philanthropy New York | ||||||||
| 320 East 43rd StreetNew York NY | 10017 | New York | NY | 10017 | N/A | 501(c)(3) | renewed general support through membership | $1,200 |
| Philanthropy New York | ||||||||
| 320 East 43rd StreetNew York NY | 10017 | New York | NY | 10017 | N/A | 501(c)(3) | renewed general support through 2022 membership | $1,200 |
| Refugee and Immigrant Fund Inc | ||||||||
| 32-13 37th StreetAstoria NY | 11103-4003 | Astoria | NY | 111034003 | N/A | 501(c)(3) | renewed support for legal and psychosocial services for newly-arrived refugees seeking asylum | $50,000 |
| The Reporters Committee for Freedom of the Press | ||||||||
| 1156 15th Street NW Suite 1020Washi | gton DC 20005 | Washington | DC | 20005 | N/A | 501(c)(3) | renewed general support to provide pro bono legal services to journalists | $50,000 |
| The Sentencing Project | ||||||||
| 1705 DeSales Street NW 8th | FloorWashington DC 20036 | Washington | DC | 20036 | N/A | 501(c)(3) | renewed general support for the organization's work reforming criminal justice policies and practice | $65,000 |
| Southern Center for Human Rights | ||||||||
| 60 Walton Street NWAtlanta GA | 30303-2149 | Atlanta | GA | 303032149 | N/A | 501(c)(3) | renewed general support to work for equality and justice in the criminal legal system | $75,000 |
| Tides Foundation | ||||||||
| PO Box 889389Los Angeles CA | 90088-9389 | Los Angeles | CA | 900889389 | N/A | 501(c)(3) | renewed support for NY Renews | $75,000 |
| T'ruah | ||||||||
| 266 West 37th Street Suite 803New | York NY 10018 | New York | NY | 10018 | N/A | 501(c)(3) | renewed general support to bring the moral voice of rabbis to pressing human rights issues | $40,000 |
| T'ruah | ||||||||
| 266 West 37th Street Suite 803New | York NY 10018 | 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 FloorNew | York NY 10003-2158 | New York | NY | 100032158 | N/A | 501(c)(3) | renewed support for Type Investigations to facilitate the development and publication of socially significant reporting with an emphasis on human and civil rights | $50,000 |
| West Harlem Environmental Action Inc | ||||||||
| 1854 Amsterdam Avenue 2nd FloorNew | York NY 10031 | New York | NY | 10031 | N/A | 501(c)(3) | general support | $20,000 |
| West Harlem Environmental Action Inc | ||||||||
| 1854 Amsterdam Avenue 2nd FloorNew | York NY 10031 | New York | NY | 10031 | N/A | 501(c)(3) | renewed general support to build community power to fight environmental racism | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,786,600 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| Alliance for Justice | ||||||||
| Eleven Dupont Circle NW Suite | 500Washington DC 20036 | Washington | DC | 20036 | 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 FloorNew York | NY 10004-2400 | New York | NY | 100042400 | N/A | 501(c)(3) | renewed support for the Voting Rights Project | $150,000 |
| Bend the Arc A Jewish Partnership for Justice | ||||||||
| 330 Seventh Avenue 19th FloorNew | York NY 10001-5010 | 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 |
| Capital Area Immigrants' Rights Coalition | ||||||||
| 1612 K Street NW Suite 204Washingto | DC 20006 | Washington | DC | 20006 | N/A | 501(c)(3) | renewed general support to provide legal assistance and advocacy for immigrants facing deportation | $80,000 |
| Chesapeake Climate Action Network | ||||||||
| 6930 Carroll Avenue Suite 720Takoma | Park MD 20912 | Takoma Park | MD | 20912 | N/A | 501(c)(3) | renewed general support for regional campaigns to promote clean energy | $75,000 |
| Climate XChange | ||||||||
| 31 Saint James AvenueBoston MA | 02116 | Boston | MA | 02116 | N/A | 501(c)(3) | support to organize and advocate for carbon pricing in Maryland | $60,000 |
| Comprehensive Youth Development | ||||||||
| 240 Second AvenueNew York NY 10003 | New York | NY | 10003 | 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 | |
| Energy Justice Network | ||||||||
| 1434 Elbridge StreetPhiladelphia PA | 19149-2739 | 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 StreetAlbany NY 12210 | Albany | NY | 12210 | N/A | 501(c)(3) | support for the Safe Climate for All Campaign | $50,000 | |
| Florence Immigrant And Refugee Rights Project Inc | ||||||||
| PO Box 86299Tucson AZ 85754-6299 | Tucson | AZ | 857546299 | N/A | 501(c)(3) | renewed general support | $75,000 | |
| Freedom for Immigrants | ||||||||
| 1322 Webster Street Suite 300Oaklan | CA 94612 | 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 |
| Immigrant Justice Corps | ||||||||
| 17 Battery Place Suite 1234New York | NY 10004-1207 | New York | NY | 100041207 | 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 1234New York | NY 10004-1207 | New York | NY | 100041207 | N/A | 501(c)(3) | support for two consecutive cohorts of three Jane Blaustein Justice Fellows | $285,000 |
| Immigrant Justice Corps | ||||||||
| 17 Battery Place Suite 1234New York | NY 10004-1207 | New York | NY | 100041207 | N/A | 501(c)(3) | support for two consecutive cohorts of three Jane Blaustein Justice Fellows | $285,000 |
| J Street Education Fund Inc | ||||||||
| PO Box 66073Washington DC 20035 | 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 | |
| Movement Generation | ||||||||
| PO Box 102Berkeley CA 94701 | 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 101Washingto | DC 20036 | Washington | DC | 20036 | N/A | 501(c)(3) | support for legal empowerment environmental advocates in the Maryland/DC region | $60,000 |
| Native American Rights Fund | ||||||||
| 1506 BroadwayBoulder CO 80302-6296 | Boulder | CO | 803026296 | N/A | 501(c)(3) | support for two consecutive two-year Jane Blaustein Law Fellows | $111,500 | |
| Native American Rights Fund | ||||||||
| 1506 BroadwayBoulder CO 80302-6296 | Boulder | CO | 803026296 | N/A | 501(c)(3) | support for two consecutive two-year Jane Blaustein Law Fellows | $113,500 | |
| Native American Rights Fund | ||||||||
| 1506 BroadwayBoulder CO 80302-6296 | Boulder | CO | 803026296 | N/A | 501(c)(3) | support for two consecutive two-year Jane Blaustein Law Fellows | $115,500 | |
| New York Immigration Coalition | ||||||||
| 131 West 33rd Street Suite 610New | York NY 10001 | New York | NY | 10001 | N/A | 501(c)(3) | renewed general support to promote immigrants' civic participation, leadership and unified voice | $75,000 |
| Partners for Dignity & Rights | ||||||||
| 90 John Street Suite 501New York NY | 10038 | New York | NY | 10038 | N/A | 501(c)(3) | renewed support for the Dignity in Schools Campaign - New York coalition | $75,000 |
| The Sentencing Project | ||||||||
| 1705 DeSales Street NW 8th | FloorWashington DC 20036 | Washington | DC | 20036 | N/A | 501(c)(3) | renewed general support for the organization's work reforming criminal justice policies and practice | $65,000 |
| T'ruah | ||||||||
| 266 West 37th Street Suite 803New | York NY 10018 | 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 FloorNew | York NY 10003-2158 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,370,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,037,143 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,565,258 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (20 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| Aberdeen (Flag) International | 900001 | -$26 | 18 | $4,295 |
| Aberdeen (Flag) Intl Partners II | 18 | -$3,139 | ||
| Aberdeen (Flag) Priv Eq III | 900001 | $665 | 18 | -$1,979 |
| Aberdeen (Flag) Priv Eq IV | 900001 | $13,163 | 18 | -$3,396 |
| Aberdeen (Flag) Venture VI | 18 | -$1,594 | ||
| Artisan Sustainable Emerging Markets Fd | 18 | -$33,042 | ||
| BGI Equity | 18 | $18,795 | ||
| Book income/alternative investments | 18 | $79,692 | ||
| Boston Partners Int'l Eqty | 18 | -$8,837 | ||
| Commonfund Intl Vent VI | 900001 | $163 | 18 | -$3,348 |
| Commonfund PEP V | 900001 | -$17 | 18 | -$93 |
| Commonfund PEP VII | 900001 | $2,695 | 18 | -$5,116 |
| Commonfund Venture Pt VI | 900001 | -$15 | 18 | $4 |
| Commonfund Venture VIII | 900001 | -$4 | 18 | -$3,108 |
| Ecosystem Investment Partners IV | 900001 | $4,331 | 18 | -$7,045 |
| K5 Private Investors | 18 | -$44,157 | ||
| Neuberger Berman | 900001 | -$191,066 | 18 | |
| New Mountain VI | 900001 | -$2,210 | 18 | -$17,884 |
| Oaktree Opp Fund X, LP | 18 | -$825 | ||
| Oaktree Opp Fund XB, LP | 900001 | $14,177 | 18 | -$32,620 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$122,614 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,498,868 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,376,254 | 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 | $70,000 | Amt |
| Net Investment Income | $28,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $42,000 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (40 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Aberdeen (Flag) International Partners | AT COST | $193,483 | $282,134 |
| Aberdeen (Flag) Int'l Partners II | AT COST | $203,853 | $425,217 |
| Aberdeen (Flag) Private Equity III LP | AT COST | $72,405 | $109,457 |
| Aberdeen (Flag) Private Equity IV LP | AT COST | $294,117 | $389,039 |
| Aberdeen (Flag) Venture Partners VI | AT COST | $159,407 | $366,485 |
| Artisan Partners Sustainable Emerging Markets | AT COST | $3,256,282 | $3,104,464 |
| ASF VI | AT COST | $0 | $150,531 |
| ASF VIII | AT COST | $369,038 | $608,224 |
| AXA Secondary Fd V | AT COST | $0 | $8,732 |
| BGI Equity Index | AT COST | $14,618,451 | $18,833,600 |
| Boston Partners Int'l Eqty | AT COST | $1,304,630 | $1,381,202 |
| Coller Int'l Partners V | AT COST | $0 | $26,158 |
| Commonfund Int'l PEP VI | AT COST | $240,426 | $166,626 |
| Commonfund PEP VII | AT COST | $28,353 | $230,857 |
| Commonfund Venture VI | AT COST | $58,665 | $56,767 |
| Commonfund Venture VIII | AT COST | $125,546 | $356,732 |
| Ecosystem Investment Partners IV | AT COST | $144,161 | $151,235 |
| First Eagle Global | AT COST | $3,755,602 | $5,538,240 |
| Ironwood Int'l | AT COST | $913,843 | $2,378,020 |
| Ironwood Int'l Class A4S4 | AT COST | $88,991 | $109,354 |
| John Hancock II Small Cap Value | AT COST | $3,514,996 | $3,480,966 |
| JP Morgan Riverbridge Equities | AT COST | $1,145,738 | $2,348,593 |
| K5 Private Investors | AT COST | $203,689 | $230,401 |
| Lazard GL Infrastructure | AT COST | $2,716,767 | $2,909,223 |
| Lighthouse Global Long | AT COST | $1,100,000 | $1,586,853 |
| MetWest Total Return | AT COST | $4,563,483 | $4,576,925 |
| MFS Sers Tr X Int'l Growth I | AT COST | $598,364 | $1,172,322 |
| New Mountain Partners VI | AT COST | $213,046 | $239,482 |
| Ninety One Global Franchise | AT COST | $3,673,787 | $5,751,464 |
| Oaktree Opp Fund X | AT COST | $710,950 | $764,216 |
| Oaktree Opp Fund XB | AT COST | $712,481 | $814,291 |
| Oaktree Real Estate Fd V | AT COST | $140,307 | $53,830 |
| RBC Fds Tr Emkt Eqty I | AT COST | $2,497,555 | $2,785,814 |
| Siguler Guff Fund III | AT COST | $100,665 | $168,304 |
| SJF Ventures V | AT COST | $117,182 | $119,689 |
| Spur Ventures III | AT COST | $549,707 | $2,188,371 |
| Spur Ventures VI | AT COST | $476,445 | $659,696 |
| The Rise Fund II | AT COST | $355,304 | $474,190 |
| Vanguard Inflation Protected | AT COST | $1,395,801 | $1,520,731 |
| Voya Securitized Credit | AT COST | $2,759,017 | $2,604,673 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Dividend receivable | $18 | $10 | $10 |
| The Rise Fund II - Prefunding | $0 | $155,200 | $155,200 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Prior period dividend income adjustment | $8,379 |
| Book/Tax adjustment to Neuberger Berman | $2,108 |
| Book/Tax adjustment to Commonfund PEP V | $10,300 |
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 | $564 | $0 | $564 |
| Supplies | $318 | $0 | $318 |
| Telephone | $1,239 | $0 | $1,239 |
| Bank Fee | $14 | $0 | $14 |
| Software | $3,370 | $0 | $3,370 |
| Postage | $356 | $0 | $356 |
| Website | $510 | $0 | $510 |
| Dues & Subscriptions | $21 | $0 | $21 |
| Other Investment Fees | $3,721 | $3,721 | $0 |
| IT support expenses | $31,357 | $0 | $31,357 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (26 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Aberdeen (Flag) International | $4,269 | $4,295 | $4,269 |
| Aberdeen (Flag) Intl Partners II | -$3,139 | -$3,139 | -$3,139 |
| Aberdeen (Flag) Priv Eq III | -$1,314 | -$1,979 | -$1,314 |
| Aberdeen (Flag) Priv Eq IV | $9,767 | -$3,396 | $9,767 |
| Aberdeen (Flag) Venture VI | -$1,594 | -$1,594 | -$1,594 |
| Artisan Sustainable Emerging Markets Fd | -$33,042 | -$33,042 | -$33,042 |
| BGI Equity | $18,795 | $18,795 | $18,795 |
| Book income/alternative investments | $79,692 | $79,692 | |
| Boston Partners Int'l Eqty | -$8,837 | -$8,837 | -$8,837 |
| Commonfund Intl Vent VI | -$3,185 | -$3,348 | -$3,185 |
| Commonfund PEP V | -$110 | -$93 | -$110 |
| Commonfund PEP VII | -$2,421 | -$5,116 | -$2,421 |
| Commonfund Venture Pt VI | -$11 | $4 | -$11 |
| Commonfund Venture VIII | -$3,112 | -$3,108 | -$3,112 |
| Ecosystem Investment Partners IV | -$2,714 | -$7,045 | -$2,714 |
| K5 Private Investors | -$44,157 | -$44,157 | -$44,157 |
| Neuberger Berman | -$191,066 | -$191,066 | |
| New Mountain VI | -$20,094 | -$17,884 | -$20,094 |
| Oaktree Opp Fund X, LP | -$825 | -$825 | -$825 |
| Oaktree Opp Fund XB, LP | -$18,443 | -$32,620 | -$18,443 |
| Oaktree Real Estate Fd V | $80,572 | $45,042 | $80,572 |
| Sigular Guff | -$2,237 | -$2,237 | -$2,237 |
| SJF Ventures V | -$16,292 | -$16,292 | -$16,292 |
| Spur Ventures III | $4,436 | $4,436 | $4,436 |
| Spur Ventures VI | -$24,902 | -$24,902 | -$24,902 |
| The Rise Fund II | -$46,183 | -$46,183 | -$46,183 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Losses Taken Using Debt Basis | Desc |
| BOY Book Value | $4,727 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Mercer Advisory | $108,603 | $108,603 | $0 |
| BGI Equity | $17,268 | $17,268 | $0 |
| JP Morgan RiverBridge | $24,941 | $24,941 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Tax | $38,935 | $38,935 | $0 |
| State taxes | $86 | $86 | $0 |
| Excise Tax | $50,000 | $0 | $0 |