JACOB AND HILDA BLAUSTEIN FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JACOB AND HILDA BLAUSTEIN FOUNDATION INC (EIN 52-6038382)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-16
- IRS object ID
- 202243209349100344
- 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 | 2022-11-16T09:49:46-06:00 | 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 | 526038382 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Jacob and Hilda Blaustein | BusinessNameLine1Txt |
| Business Name Line2 | Foundation Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JACO | BusinessNameControlTxt |
| Phone | 4103477201 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One South Street 2950 | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Anne A Patterson | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 4103477201 | PhoneNum |
| Signature | 2022-11-16 | 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 | $164,944,511 | 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 | $3,550,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $238 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $238 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,453,449 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,452,807 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $24,097,990 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $40,565,496 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $24,097,990 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$2,321,910 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$430,119 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $27,779,767 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $26,120,916 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $143,839 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $143,839 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $350,089 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $350,089 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $82,671 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $82,671 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $160,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $80,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $80,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $364,798 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $364,798 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $343,140 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $133,125 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $71,283 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $71,283 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,494 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,494 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $65,317 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $185 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $65,132 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,582,631 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $578,108 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $794,508 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,249,776 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,249,776 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,832,407 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $578,108 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,044,284 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $17,947,360 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $25,542,808 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,635,198 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,306,726 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,306,726 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $110,643,844 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $126,384,068 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $160,640,048 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $923,482 | OtherAssetsBOYAmt |
| Other Assets EOY | $997,737 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $997,737 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $114,202,524 | TotalAssetsBOYAmt |
| Total Assets EOY | $130,688,531 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $164,944,511 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $20,497 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $4,590 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $20,497 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,590 | 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 | $114,182,027 | RetainedEarningBOYAmt |
| Retained Earning EOY | $130,683,941 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $114,182,027 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $130,683,941 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $114,202,524 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $130,688,531 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $114,182,027 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $17,947,360 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $132,129,387 | SubtotalAmt |
| Other Decreases | $1,445,446 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $130,683,941 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (112 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 LP | P | 2021-01-01 | 2021-12-31 | $2 | $2 | $2 | |
| Aberdeen (FLAG) Private Equity III LP | P | 2021-01-01 | 2021-12-31 | $7 | $7 | $7 | |
| Aberdeen (FLAG) Private Equity IV LP | P | 2021-01-01 | 2021-12-31 | $657 | $657 | $657 | |
| Aberdeen (FLAG) Venture Partners VI LP | P | 2021-01-01 | 2021-12-31 | -$232 | -$232 | $232 | |
| Artisan Sustainable Emerging Markets | P | 2021-01-01 | 2021-12-31 | $85,637 | $85,637 | $85,637 | |
| Catalio (Camden Partners) Nexus Fund, L.P. II | P | 2021-01-01 | 2021-12-31 | $23 | $23 | $23 | |
| Commonfund Private Equity Partners VII | P | 2021-01-01 | 2021-12-31 | -$847 | -$847 | $847 | |
| Commonfund Venture Partners VI | P | 2021-01-01 | 2021-12-31 | $79 | $79 | $79 | |
| Ecosystem Investment Partners IV | P | 2021-01-01 | 2021-12-31 | -$3,515 | -$3,515 | $3,515 | |
| Industry Venture Partners VII LP | P | 2021-01-01 | 2021-12-31 | $6,353 | $6,353 | $6,353 | |
| Industry Venture Partners VIII LP | P | 2021-01-01 | 2021-12-31 | $23,535 | $23,535 | $23,535 | |
| New Mountain VI | P | 2021-01-01 | 2021-12-31 | $233 | $233 | $233 | |
| Rockefeller Global Equity Fund I | P | 2021-01-01 | 2021-12-31 | $756,208 | $756,208 | $756,208 | |
| Rockefeller Libra QP | P | 2021-01-01 | 2021-12-31 | -$472 | -$472 | $472 | |
| Russell 1000 Growth Fund B | P | 2021-01-01 | 2021-12-31 | $119,514 | $119,514 | $119,514 | |
| Russell 1000 Value Fund B | P | 2021-01-01 | 2021-12-31 | $510,792 | $510,792 | $510,792 | |
| Siguler Guff Distressed Opportunities Fd III | P | 2021-01-01 | 2021-12-31 | -$28 | -$28 | $28 | |
| Siguler Guff Distressed Opportunities Fd IV | P | 2021-01-01 | 2021-12-31 | $70 | $70 | $70 | |
| Spur Ventures III | P | 2021-01-01 | 2021-12-31 | $799 | $799 | $799 | |
| Spur Ventures IV | P | 2021-01-01 | 2021-12-31 | $28,675 | $28,675 | $28,675 | |
| Spur Ventures V | P | 2021-01-01 | 2021-12-31 | $11,414 | $11,414 | $11,414 | |
| Spur Ventures VI | P | 2021-01-01 | 2021-12-31 | $4,256 | $4,256 | $4,256 | |
| Strategic Partners PB Feeder Fund IV | P | 2021-01-01 | 2021-12-31 | -$214 | -$214 | $214 | |
| The Rise Fund FOF, LP | P | 2021-01-01 | 2021-12-31 | $3 | $3 | $3 | |
| Wellington - CTF Intl Quality Growth | P | 2021-01-01 | 2021-12-31 | $281,364 | $281,364 | $281,364 | |
| Aberdeen (FLAG) International Partners LP | P | 2020-01-01 | 2021-12-31 | $81,437 | $81,437 | $81,437 | |
| Aberdeen (FLAG) International Partners II LP | P | 2020-01-01 | 2021-12-31 | $139,055 | $139,055 | $139,055 | |
| Aberdeen (FLAG) Private Equity III LP | P | 2020-01-01 | 2021-12-31 | $9,500 | $9,500 | $9,500 | |
| Aberdeen (FLAG) Private Equity IV LP | P | 2020-01-01 | 2021-12-31 | $162,348 | $162,348 | $162,348 | |
| Aberdeen (FLAG) Venture Partners VI LP | P | 2020-01-01 | 2021-12-31 | $105,035 | $105,035 | $105,035 | |
| Artisan Sustainable Emerging Markets | P | 2020-01-01 | 2021-12-31 | $19,758 | $19,758 | $19,758 | |
| Boulder Ventures IV Annex | P | 2020-01-01 | 2021-12-31 | $288,932 | $288,932 | $288,932 | |
| Catalio (Camden Partners) Nexus Fund, L.P. | P | 2020-01-01 | 2021-12-31 | -$31,727 | -$31,727 | $31,727 | |
| Catalio (Camden Partners) Nexus Fund, L.P. II | P | 2020-01-01 | 2021-12-31 | $5,419 | $5,419 | $5,419 | |
| 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 | -$67,800 | -$67,800 | $67,800 | |
| Commonfund Private Equity Partners VII | P | 2020-01-01 | 2021-12-31 | $66,077 | $66,077 | $66,077 | |
| Commonfund Venture Partners VI | P | 2020-01-01 | 2021-12-31 | -$7,409 | -$7,409 | $7,409 | |
| Ecosystem Investment Partners IV | P | 2020-01-01 | 2021-12-31 | $570 | $570 | $570 | |
| Gatewood Capital Opportunity Fund L.P. | P | 2020-01-01 | 2021-12-31 | $6,080 | $6,080 | $6,080 | |
| Industry Venture Partners VII LP | P | 2020-01-01 | 2021-12-31 | $261,397 | $261,397 | $261,397 | |
| Industry Venture Partners VIII LP | P | 2020-01-01 | 2021-12-31 | $257,116 | $257,116 | $257,116 | |
| New Mountain Partners V, LP | P | 2020-01-01 | 2021-12-31 | $126,599 | $126,599 | $126,599 | |
| New Mountain V (AIV-C2) | P | 2020-01-01 | 2021-12-31 | $62,985 | $62,985 | $62,985 | |
| Oaktree Real Estate Opportunities Fund V | P | 2020-01-01 | 2021-12-31 | -$1,039 | -$1,039 | $1,039 | |
| OCM European Principal Opportunities Fd II | P | 2020-01-01 | 2021-12-31 | -$182,487 | -$182,487 | $182,487 | |
| Rockefeller Global Equity Fund I | P | 2020-01-01 | 2021-12-31 | $5,699,213 | $5,699,213 | $5,699,213 | |
| Rockefeller Libra QP | P | 2020-01-01 | 2021-12-31 | -$8,293 | -$8,293 | $8,293 | |
| Russell 1000 Growth Fund B | P | 2020-01-01 | 2021-12-31 | $3,883,310 | $3,883,310 | $3,883,310 | |
| Russell 1000 Value Fund B | P | 2020-01-01 | 2021-12-31 | $1,498,260 | $1,498,260 | $1,498,260 | |
| Siguler Guff Distressed Opportunities Fd III | P | 2020-01-01 | 2021-12-31 | $74,173 | $74,173 | $74,173 | |
| Siguler Guff Distressed Opportunities Fd IV | P | 2020-01-01 | 2021-12-31 | $38,188 | $38,188 | $38,188 | |
| SJF Ventures IV, LP | P | 2020-01-01 | 2021-12-31 | $210,269 | $210,269 | $210,269 | |
| Spur Ventures III | P | 2020-01-01 | 2021-12-31 | $629,957 | $629,957 | $629,957 | |
| Spur Ventures IV | P | 2020-01-01 | 2021-12-31 | $529,914 | $529,914 | $529,914 | |
| Spur Ventures V | P | 2020-01-01 | 2021-12-31 | $116,014 | $116,014 | $116,014 | |
| Spur Ventures VI | P | 2020-01-01 | 2021-12-31 | $28,258 | $28,258 | $28,258 | |
| Strategic Partners III, LP | P | 2020-01-01 | 2021-12-31 | -$7,376 | -$7,376 | $7,376 | |
| Strategic Partners PB Feeder Fund IV | P | 2020-01-01 | 2021-12-31 | $17,039 | $17,039 | $17,039 | |
| The Rise Fund FOF, LP | P | 2020-01-01 | 2021-12-31 | $120,305 | $120,305 | $120,305 | |
| Wellington - CTF Intl Quality Growth | P | 2020-01-01 | 2021-12-31 | $880,652 | $880,652 | $880,652 | |
| Rockefeller Global - Gain on Disposition | P | 2004-12-31 | 2021-12-31 | $7 | $7 | $7 | |
| Rockefeller Libra QP | P | 2021-07-01 | 2021-10-04 | $800,000 | $0 | $0 | $800,000 |
| Rockefeller Libra QP | P | 2021-07-01 | 2021-10-18 | $6,839 | $0 | $0 | $6,839 |
| Voya Securitized | P | 2021-02-26 | 2021-03-17 | $5,180,690 | -$267,575 | -$267,575 | $5,448,265 |
| 51.7 Shs Russell 1000 Growth Fd/RU104A | P | 2009-12-01 | 2021-01-14 | $3,331 | $1,153 | $1,153 | $2,178 |
| 43.42 Shs Russell 1000 Growth Fd/RU104A | P | 2009-12-01 | 2021-04-12 | $3,004 | $1,175 | $1,175 | $1,829 |
| 42.55 Shs Russell 1000 Growth Fd/RU104A | P | 2009-12-01 | 2021-06-30 | $3,023 | $1,231 | $1,231 | $1,792 |
| 42.61 Shs Russell 1000 Growth Fd/RU104A | P | 2009-12-01 | 2021-09-14 | $3,302 | $1,164 | $1,164 | $2,138 |
| 24475.515 Shs Russell 1000 Growth Fd/RU104A | P | 2009-12-01 | 2021-12-13 | $2,000,000 | $772,035 | $772,035 | $1,227,965 |
| 42.94 Shs Russell 1000 Growth Fd/RU104A | P | 2009-12-01 | 2021-12-31 | $3,553 | $1,398 | $1,398 | $2,155 |
| 51.09 Shs Russell 1000 Value Fd/RU105B | P | 2009-12-01 | 2021-01-14 | $2,388 | $227 | $227 | $2,161 |
| 54.51 Shs Russell 1000 Value Fd/RU105B | P | 2009-12-01 | 2021-04-12 | $2,794 | $489 | $489 | $2,305 |
| 60.75 Shs Russell 1000 Value Fd/RU105B | P | 2009-12-01 | 2021-06-30 | $3,231 | $662 | $662 | $2,569 |
| 67.84 Shs Russell 1000 Value Fd/RU105B | P | 2009-12-01 | 2021-09-14 | $3,597 | $636 | $636 | $2,961 |
| 9374.02 Shs Russell 1000 Value Fd/RU105B | P | 2009-12-01 | 2021-09-27 | $500,000 | $90,913 | $90,913 | $409,087 |
| 12784.349 Shs Russell 1000 Value Fd/RU105B | P | 2009-12-01 | 2021-12-13 | $700,000 | $142,084 | $142,084 | $557,916 |
| 63.81 Shs Russell 1000 Value Fd/RU105B | P | 2009-12-01 | 2021-12-31 | $3,597 | $812 | $812 | $2,785 |
| State of Israel Bond - 2Y Jubilee 2.43% due 7/1/21 | P | 2019-06-27 | 2021-07-01 | $100,000 | $0 | $0 | $100,000 |
| 760.665 Shs Wellington International Quality Growth CTF | P | 2018-07-26 | 2021-01-29 | $15,632 | $4,239 | $4,239 | $11,393 |
| 778.763 Shs Wellington International Quality Growth CTF | P | 2018-07-26 | 2021-04-30 | $17,016 | $5,335 | $5,335 | $11,681 |
| 822.372 Shs Wellington International Quality Growth CTF | P | 2018-07-26 | 2021-07-30 | $18,142 | $5,782 | $5,782 | $12,360 |
| 818.331 Shs Wellington International Quality Growth CTF | P | 2018-07-26 | 2021-10-29 | $18,183 | $5,741 | $5,741 | $12,442 |
| 204918.033 Shs Wellington International Quality Growth CTF | P | 2018-07-26 | 2021-12-09 | $4,500,000 | $1,383,799 | $1,383,799 | $3,116,201 |
| ASF VI - Distrib in excess of basis | P | 2020-01-01 | 2021-12-31 | $58,057 | $58,057 | $58,057 | |
| Coller - distribution in excess of basis | P | 2020-01-01 | 2021-12-31 | $4,099 | $4,099 | $4,099 | |
| LCP VII - distribution in excess of basis | P | 2020-01-01 | 2021-12-31 | $83,225 | $83,225 | $83,225 | |
| RCP VII - distribution in excess of basis | P | 2020-01-01 | 2021-12-31 | $617,389 | $617,389 | $617,389 | |
| Neuberger Berman - loss on disposition | P | 2010-02-26 | 2021-04-06 | -$10,418 | -$10,418 | $10,418 | |
| Commonfund PE V - loss on disposition | P | 2020-01-01 | 2021-12-31 | -$5,334 | -$5,334 | $5,334 | |
| OCM EuroPrin II - Gain on disposition | P | 2020-01-01 | 2021-12-31 | $30,171 | $30,171 | $30,171 | |
| Publically Traded Securities - Riverbridge | P | 2021-01-01 | 2021-12-31 | $413,199 | $50,124 | $50,124 | $363,075 |
| Publically Traded Securities - Riverbridge | P | 2020-01-01 | 2021-12-31 | $2,458,570 | $1,019,117 | $1,019,117 | $1,439,453 |
| 140 shrs Amazon | P | 2021-02-04 | 2021-02-08 | $465,140 | $443,515 | $443,515 | $21,625 |
| 5 shrs Bookings Holdgs | P | 2021-02-04 | 2021-02-08 | $10,555 | $9,432 | $9,432 | $1,123 |
| 50 shrs Charter Comm | P | 2021-02-04 | 2021-02-08 | $30,870 | $28,546 | $28,546 | $2,324 |
| 329 shrs LAM Research | P | 2021-02-04 | 2021-02-08 | $171,389 | $158,813 | $158,813 | $12,576 |
| 350 shrs Mastercard | P | 2021-02-04 | 2021-02-08 | $117,815 | $106,478 | $106,478 | $11,337 |
| 271 shrs Netflix | P | 2021-02-04 | 2021-02-08 | $149,576 | $145,305 | $145,305 | $4,271 |
| 150 shrs Nike | P | 2021-02-04 | 2021-02-08 | $21,630 | $19,189 | $19,189 | $2,441 |
| 530 shrs Nvidia | P | 2021-02-04 | 2021-02-08 | $299,123 | $294,060 | $294,060 | $5,063 |
| 304 shrs Starbucks | P | 2021-02-04 | 2021-02-08 | $32,214 | $28,675 | $28,675 | $3,539 |
| 97 shrs Thermo Fisher | P | 2021-02-04 | 2021-02-08 | $48,618 | $43,928 | $43,928 | $4,690 |
| 1008 shrs Visa | P | 2021-02-04 | 2021-02-08 | $211,626 | $191,519 | $191,519 | $20,107 |
| 126493.324 shrs BMO Pyrford Intl Stk | P | 2020-12-10 | 2021-12-10 | $1,800,000 | $128,935 | $128,935 | $1,671,065 |
| 796 shrs Atai Life Sciences (Catalio) | P | 2021-01-20 | 2021-12-29 | $6,352 | $1,894 | $1,894 | $4,458 |
| 1521 shrs Recursion Pharma (Catalio) | P | 2021-10-25 | 2021-10-28 | $28,550 | $18,344 | $18,344 | $10,206 |
| 187 shrs Exact Sciences (Catalio) | P | 2021-01-19 | 2021-02-10 | $28,280 | $20,807 | $20,807 | $7,473 |
| 496 COMPASS Pathways | P | 2021-04-29 | 2021-04-29 | $19,468 | $13,248 | $13,248 | $6,220 |
| 23205.023 shrs William Blair Small Cap | P | 2004-12-31 | 2021-03-18 | $850,000 | $271,505 | $271,505 | $578,495 |
| 6285.355 shrs William Blair Small Cap | P | 2004-12-31 | 2021-09-21 | $200,000 | -$33,752 | -$33,752 | $233,752 |
| Capital Gains Dividends | P | $1,350,373 | $1,350,373 | $1,350,373 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $24,097,990 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $355,045 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $355,045 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $355,045 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $230,068 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $190,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $420,068 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $65,023 | OverpaymentAmt |
| Applied To ES Tax | $65,023 | 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 | One South St Ste 2950 | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Michael J Hirschhorn | ||||||||
| c/o AFS One South St 2950 | Baltimore | MD | 21202 | President & Director | 30.00 | $95,265 | $48,575 | $0 |
| Barbara S Roswell | ||||||||
| c/o AFS One South St 2950 | Baltimore | MD | 21202 | Vice President & Director | 0.00 | $0 | $0 | $0 |
| Sarah H Shapiro | ||||||||
| c/o AFS One South St 2950 | Baltimore | MD | 21202 | Vice President & Director | 0.00 | $0 | $0 | $0 |
| Jill R Robinson | ||||||||
| c/o AFS One South St 2950 | Baltimore | MD | 21202 | Secretary | 0.00 | $0 | $0 | $0 |
| Betsy F Ringel | ||||||||
| c/o AFS One South St 2950 | Baltimore | MD | 21202 | Assistant Secretary | 0.00 | $0 | $0 | $0 |
| Anne A Patterson | ||||||||
| c/o AFS One South St 2950 | Baltimore | MD | 21202 | Treasurer | 0.00 | $0 | $0 | $0 |
| Sandra L Glock | ||||||||
| c/o AFS One South St 2950 | Baltimore | MD | 21202 | Assistant Treasurer | 0.00 | $0 | $0 | $0 |
| Daniel B Hirschhorn | ||||||||
| c/o AFS One South St 2950 | Baltimore | MD | 21202 | Assistant Treasurer | 0.00 | $0 | $0 | $0 |
| Anne L Shelton | ||||||||
| c/o AFS One South St 2950 | Baltimore | MD | 21202 | Assistant Treasurer | 0.00 | $0 | $0 | $0 |
| Stephen J Bass | ||||||||
| c/o AFS One South St 2950 | Baltimore | MD | 21202 | Assistant Treasurer | 0.00 | $0 | $0 | $0 |
| Arthur E Roswell | ||||||||
| c/o AFS One South St 2950 | Baltimore | MD | 21202 | Director | 0.00 | $0 | $0 | $0 |
| Gina B Hirschhorn | ||||||||
| c/o AFS One South St 2950 | Baltimore | MD | 21202 | Director | 0.00 | $0 | $0 | $0 |
| Majorie B Roswell | ||||||||
| c/o AFS One South St 2950 | Baltimore | MD | 21202 | Director | 0.00 | $0 | $0 | $0 |
| Judith R Weinstein | ||||||||
| c/o AFS One South St 2950 | Baltimore | MD | 21202 | Director | 0.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| Brenda Zlatin | ||||||||
| One South Street 2900 | Baltimore | MD | 21202 | Program Officer | 40.00 | $127,742 | $48,348 | $0 |
| Betsy Ringel | ||||||||
| One South Street 2900 | Baltimore | MD | 21202 | Exec.Director | 16.00 | $103,032 | $25,379 | $0 |
| Lara Hall | ||||||||
| One South Street 2900 | Baltimore | MD | 21202 | Program Officer | 15.00 | $57,358 | $9,739 | $0 |
| April Crowder | ||||||||
| One South Street 2900 | Baltimore | MD | 21202 | Grant Administrator | 23.00 | $42,138 | $8,670 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Mercer | |||||
| 500 West Madison St 2740 | Chicago | IL | 60661 | Inv Counsel/Mgmt Fee | $222,082 |
| Atapco Financial Services Inc | |||||
| One South Street 2950 | Baltimore | MD | 212023298 | Acct, Tax & Invest. | $160,000 |
| Rockefeller & Company (via K-1) | |||||
| 30 Rockefeller Plaza Suite 5425 | New York | NY | 10112 | Investment Managemt | $150,337 |
| Spur Ventures (via K-1) | |||||
| 2370 Nowata Place | Bartlesville | OK | 74006 | Investment Managemt | $146,695 |
| Wellington Wealth Management | |||||
| 280 Congress Street | Boston | MA | 02210 | Investment Managemt | $71,588 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Additional Investment into Social Finance Israel - support for Momentum, a Social Impact Bond to improve outcomes on the 4 and 5 unit math matriculation exams for high school students in Rahat | Description1Txt |
| Expenses1 | $74,256 | Expenses1Amt |
| Total | $74,256 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $154,001,045 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,351,504 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $157,352,549 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $157,352,549 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,360,288 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $154,992,261 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,749,613 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,749,613 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $355,045 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $355,045 | TotalTaxAmt |
| Distributable Before Adj | $7,394,568 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,394,568 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,394,568 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,044,284 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $74,256 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $9,118,540 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,394,568 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,278,278 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,419,351 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,383,705 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,691,982 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,988,621 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $12,761,937 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,118,540 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,394,568 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,723,972 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $14,485,909 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $2,278,278 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,207,631 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,419,351 | ExcessFromYear4Amt |
| Excess From Year3 | $2,383,705 | ExcessFromYear3Amt |
| Excess From Year2 | $2,691,982 | ExcessFromYear2Amt |
| Excess From Year1 | $2,988,621 | ExcessFromYear1Amt |
| Excess From Current Year | $1,723,972 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Michael J Hirschhorn Betsy Ringel | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BPG One South Street 2900 | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 212023334 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4103477201 | RecipientPhoneNum |
| Form And Info And Materials | Letter | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | This organization does not make gifts or contributions to individuals. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (199 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Active Minds Inc | |||||||||||||
| 2001 South Street NW Suite 630 | Washington | DC | 20009 | N/A | 501(c)(3) | general support | $60,000 | ||||||
| American Civil Liberties Union Foundation of Maryland | |||||||||||||
| 3600 Clipper Mill Road Suite 350 | Baltimore | MD | 21211 | N/A | 501(c)(3) | support for the Right to Education program | $75,000 | ||||||
| American Friends of ELI | |||||||||||||
| P O Box 12 | Merion Station | PA | 19066 | N/A | 501(c)(3) | renewed general support for therapeutic services to victims of child abuse | $25,250 | ||||||
| American Friends of the Heschel Center Inc | |||||||||||||
| 1814 Shady Avenue | Pittsburgh | PA | 15217 | N/A | 501(c)(3) | renewed support to promote environmental leadership and educate for sustainability | $35,000 | ||||||
| The American Jewish Committee | |||||||||||||
| 165 East 56 Street | New York | NY | 100222746 | N/A | 501(c)(3) | annual support for 2021 and 2022 | $100,000 | ||||||
| The American Jewish Committee | |||||||||||||
| 165 East 56 Street | New York | NY | 100222746 | N/A | 501(c)(3) | support for the 50th Anniversary Fund of the Jacob Blaustein Institute for Human Rights | $100,000 | ||||||
| The American Jewish Joint Distribution Committee | |||||||||||||
| 220 East 42nd Street | New York | NY | 10017 | N/A | 501(c)(3) | renewed support for the Inter-Agency Task Force on Israeli Arab Issues | $30,000 | ||||||
| American Jewish World Service | |||||||||||||
| 45 West 36th Street 10th Floor | New York | NY | 100187904 | N/A | 501(c)(3) | renewed support for work on child, early, and forced marriage and unions | $100,000 | ||||||
| American Visionary Art Museum Inc | |||||||||||||
| 800 Key Highway | Baltimore | MD | 21230 | N/A | 501(c)(3) | support for the general operating endowment in honor of Rebecca Hoffberger's leadership | $50,000 | ||||||
| American Visionary Art Museum Inc | |||||||||||||
| 800 Key Highway | Baltimore | MD | 21230 | N/A | 501(c)(3) | general support including a one-time COVID response supplement of $20,000 | $25,000 | ||||||
| Americans for Ben-Gurion University | |||||||||||||
| 1001 Avenue of the Americas 19th | New York | NY | 10018 | N/A | 501(c)(3) | support for scholarships for Bedouin undergraduates at the Ben-Gurion University of the Negev in the academic year 2021-2022 and 2022-2023 | $25,000 | Floor | |||||
| Animal Nation Inc | |||||||||||||
| PO Box 905 | Rye | NC | 105800905 | N/A | 501(c)(3) | matching gift | $400 | ||||||
| Art with a Heart Inc | |||||||||||||
| Mill No 1 3000 Falls Road | Baltimore | MD | 21211 | N/A | 501(c)(3) | matching gift | $100 | ||||||
| Arts Every Day Inc | |||||||||||||
| 120 West North Avenue Suite 303 | Baltimore | MD | 21201 | N/A | 501(c)(3) | general support | $35,000 | ||||||
| Arts for Learning Maryland | |||||||||||||
| 21 East North Avenue 1st Floor | Baltimore | MD | 21202 | N/A | 501(c)(3) | general support for programming in Baltimore City and support for the Access for All program | $60,000 | ||||||
| Arts for Learning Maryland | |||||||||||||
| 21 East North Avenue 1st Floor | Baltimore | MD | 21202 | N/A | 501(c)(3) | matching gift | $1,000 | ||||||
| The Associated Jewish Community Federation of Baltimore Inc | |||||||||||||
| 101 West Mount Royal Avenue | Baltimore | MD | 212015708 | N/A | 501(c)(3) | general support for the 2021 Annual Campaign | $1,300,000 | ||||||
| The Associated Jewish Community Federation of Baltimore Inc | |||||||||||||
| 101 West Mount Royal Avenue | Baltimore | MD | 212015708 | N/A | 501(c)(3) | support for CHANA to address abuse and other forms of interpersonal trauma in the Jewish community | $35,000 | ||||||
| The Associated Jewish Community Federation of Baltimore Inc | |||||||||||||
| 101 West Mount Royal Avenue | Baltimore | MD | 212015708 | N/A | 501(c)(3) | support for the Centennial Campaign | $100,000 | ||||||
| Asylum Access | |||||||||||||
| c/o Port Workspaces 344 Thomas L | Oakland | CA | 21206 | N/A | 501(c)(3) | renewed support to assist refugees in accessing their rights | $90,000 | Berkley Way | |||||
| Asylum Seeker Advocacy Project | |||||||||||||
| 228 Park Avenue S No 84810 | New York | NY | 100031502 | N/A | 501(c)(3) | general support | $25,000 | ||||||
| AVODAH The Jewish Service Corps | |||||||||||||
| 125 Maiden Lane 8 | New York | NY | 10038 | N/A | 501(c)(3) | renewed general support and a final year of support for the San Diego expansion | $100,000 | ||||||
| Backyard Basecamp | |||||||||||||
| Baltimore Maryland | Baltimore | MD | 21206 | N/A | 501(c)(3) | general support | $20,000 | ||||||
| Backyard Basecamp | |||||||||||||
| Baltimore Maryland | Baltimore | MD | 21206 | N/A | 501(c)(3) | matching gift | $200 | ||||||
| Baltimore Animal Rescue and Care Shelter Inc | |||||||||||||
| 2490 Giles Road | Baltimore | MD | 21225 | N/A | 501(c)(3) | matching gift | $200 | ||||||
| Baltimore Child First Authority Inc | |||||||||||||
| 3904 Hickory Avenue Suite 200 | Baltimore | MD | 21211 | N/A | 501(c)(3) | matching gift | $700 | ||||||
| Baltimore Clayworks Inc | |||||||||||||
| 5707 Smith Avenue | Baltimore | MD | 21209 | N/A | 501(c)(3) | general support | $30,000 | ||||||
| Baltimore Corps | |||||||||||||
| 2401 Liberty Heights Avenue 2730 | Baltimore | MD | 21215 | N/A | 501(c)(3) | general support | $35,000 | ||||||
| Baltimore Educational Scholarship Trust | |||||||||||||
| 808 North Charles Street Suite | Baltimore | MD | 212015308 | N/A | 501(c)(3) | general support | $35,000 | 200-C | |||||
| The Baltimore Museum of Art | |||||||||||||
| 10 Art Museum Drive | Baltimore | MD | 212183898 | N/A | 501(c)(3) | general support | $25,000 | ||||||
| The Baltimore Symphony Orchestra | |||||||||||||
| 1212 Cathedral Street | Baltimore | MD | 212015556 | N/A | 501(c)(3) | general support | $40,000 | ||||||
| Behavioral Health System Baltimore | |||||||||||||
| 100 South Charles Street Tower 2 - | Baltimore | MD | 21201 | N/A | 501(c)(3) | support for advocacy efforts to establish a 988 hotline fund in Maryland | $15,000 | 8th Floor | |||||
| Bend the Arc A Jewish Partnership for Justice | |||||||||||||
| 330 Seventh Avenue 19th Floor | New York | NY | 100015010 | N/A | 501(c)(3) | renewed support to engage Jews in promoting economic opportunity and social justice for all Americans | $125,000 | ||||||
| Bend the Arc A Jewish Partnership for Justice | |||||||||||||
| 330 Seventh Avenue 19th Floor | New York | NY | 100015010 | N/A | 501(c)(3) | renewed support for the Jewish Social Justice Roundtable to promote collaboration that advances social justice as a core expression of Jewish values | $35,000 | ||||||
| Beth Am Synagogue | |||||||||||||
| 2701 North Charles Street Suite 402 | Baltimore | MD | 21218 | N/A | 501(c)(3) | matching gift | $1,628 | ||||||
| Beth Am Synagogue | |||||||||||||
| 2701 North Charles Street Suite 402 | Baltimore | MD | 21218 | N/A | 501(c)(3) | matching gift | $498 | ||||||
| Bizchut The Israel Human Rights Center for People with Disabilities | |||||||||||||
| N/A | 501(c)(3) | renewed support for advocacy efforts on behalf of people with disabilities | $6,000 | 3 Kanfei Nesharim Street | Jerusalem | Jerusalem | IS | 9546404 | |||||
| Black Girls Smile Inc | |||||||||||||
| 1660 Kenmore Street SW | Atlanta | GA | 303112760 | N/A | 501(c)(3) | matching gift | $200 | ||||||
| Black Women Build - Baltimore | |||||||||||||
| PO Box 16564 | Baltimore | MD | 212170564 | N/A | 501(c)(3) | matching gift | $400 | ||||||
| Black Women Build - Baltimore | |||||||||||||
| PO Box 16564 | Baltimore | MD | 212170564 | N/A | 501(c)(3) | matching gift | $200 | ||||||
| Breast Cancer Prevention Partners | |||||||||||||
| 1388 Sutter Street Suite 400 | San Francisco | CA | 941095400 | N/A | 501(c)(3) | support for Clearya | $50,000 | ||||||
| Breast Cancer Prevention Partners | |||||||||||||
| 1388 Sutter Street Suite 400 | San Francisco | CA | 941095400 | N/A | 501(c)(3) | general support | $65,000 | ||||||
| Business & Human Rights Resource Centre | |||||||||||||
| 450 Lexington Avenue 4407 | New York | NY | 10163 | N/A | 501(c)(3) | general support | $25,000 | ||||||
| Center for Reproductive Rights | |||||||||||||
| 199 Water Street 22nd Floor | New York | NY | 10038 | N/A | 501(c)(3) | renewed support for the Global Program | $30,000 | ||||||
| Chai Lifeline | |||||||||||||
| 151 West 30th Street Floor 3 | New York | NY | 100014007 | N/A | 501(c)(3) | support for the Mid-Atlantic regional office | $15,000 | ||||||
| Charm City Care Connection | |||||||||||||
| 1212 North Wolfe Street | Baltimore | MD | 212133303 | N/A | 501(c)(3) | general support | $25,000 | ||||||
| Chesapeake Shakespeare Company | |||||||||||||
| 7 South Calvert Street | Baltimore | MD | 21202 | N/A | 501(c)(3) | support for education and outreach programs | $20,000 | ||||||
| Children's Environmental Health Network | |||||||||||||
| 110 Maryland Avenue NE Suite 404 | Washington | DC | 200025626 | N/A | 501(c)(3) | general support | $25,000 | ||||||
| Cinnamongirl Inc | |||||||||||||
| PO Box 27411 | Oakland | CA | 946020911 | N/A | 501(c)(3) | matching gift | $300 | ||||||
| City Neighbors Foundation | |||||||||||||
| 4301 Raspe Avenue | Baltimore | MD | 212061913 | N/A | 501(c)(3) | support for the promotion of progressive education practices in Baltimore City public schools | $20,000 | ||||||
| Comprehensive Housing Assistance Inc | |||||||||||||
| 5809 Park Heights Avenue | Baltimore | MD | 21215 | N/A | 501(c)(3) | support for the School-Community Partnerships Program | $25,000 | ||||||
| Confluence Philanthropy | |||||||||||||
| 1 Penn Plaza Box 6169 | New York | NY | 10119 | N/A | 501(c)(3) | general support through membership in 2022 | $1,500 | ||||||
| Corner Team | |||||||||||||
| 1101 East 25th Street | Baltimore | MD | 21218 | N/A | 501(c)(3) | matching gift | $400 | ||||||
| Creative Alliance | |||||||||||||
| 3134 Eastern Avenue | Baltimore | MD | 212243693 | N/A | 501(c)(3) | general support | $20,000 | ||||||
| Disability Rights International | |||||||||||||
| 1825 K Street NW Suite 600 | Washington | DC | 20006 | N/A | 501(c)(3) | renewed general support to promote the human rights of people with mental disabilities worldwide | $55,000 | ||||||
| Donors Choose | |||||||||||||
| 134 West 37 Street 11 Floor | New York | NY | 100186938 | N/A | 501(c)(3) | matching gift | $100 | ||||||
| EcopeaceFriends of the Earth Middle East | |||||||||||||
| 6534 Spring Valley Drive | Alexandria | VA | 22312 | N/A | 501(c)(3) | renewed support for the project "Advancing Sanitation Solutions Along the Hebron-Negev-Gaza Basin" | $30,000 | ||||||
| Encounter Programs Inc | |||||||||||||
| 8 W 126th Street Floor 3 | New York | NY | 10027 | N/A | 501(c)(3) | renewed general support | $50,000 | ||||||
| Enoch Pratt Free Library of Baltimore City | |||||||||||||
| 400 Cathedral Street | Baltimore | MD | 212014401 | N/A | 501(c)(3) | support for the Branch Improvement Fund | $40,000 | ||||||
| Environmental Integrity Project | |||||||||||||
| 1000 Vermont Avenue NW Suite 1100 | Washington | DC | 20005 | N/A | 501(c)(3) | support for the Baltimore Environmental Justice Campaign | $40,000 | ||||||
| Environmental Working Group | |||||||||||||
| 1250 I Street NW Suite 1000 | Washington | DC | 20005 | N/A | 501(c)(3) | support for the Science Program | $65,000 | ||||||
| The Everyman Theatre Inc | |||||||||||||
| 315 West Fayette Street | Baltimore | MD | 21201 | N/A | 501(c)(3) | general support and support for education programs | $35,000 | ||||||
| Farm Sanctuary Inc | |||||||||||||
| Po Box 150 | Watkins Glen | NY | 148910150 | N/A | 501(c)(3) | matching gift | $200 | ||||||
| Flux Factory | |||||||||||||
| 39-31 29th Street | Long Island City | NY | 111013707 | N/A | 501(c)(3) | matching gift | $200 | ||||||
| Footsteps | |||||||||||||
| 114 John Street 930 | New York | NY | 102729948 | N/A | 501(c)(3) | support for members affected by the COVID-19 pandemic | $20,000 | ||||||
| Footsteps | |||||||||||||
| 114 John Street 930 | New York | NY | 102729948 | N/A | 501(c)(3) | support for programs that assist ultra-Orthodox Jews to explore life beyond their insular communities | $35,000 | ||||||
| Fos Feminista | |||||||||||||
| 125 Maiden Lane 9th Floor | New York | NY | 100384730 | N/A | 501(c)(3) | renewed support for activities to promote reproductive health and rights within U.S. international policy undertaken by the Center for Health and Gender Equity prior to its merger with Fos Feminista | $25,000 | ||||||
| Friends of Israel's Environment | |||||||||||||
| 231 Bussey Street | Dedham | MA | 02026 | N/A | 501(c)(3) | renewed support for Adam Teva V'Din for environmental litigation and advocacy | $125,000 | ||||||
| Friends of the Arava Institute | |||||||||||||
| 1320 Centre Street Suite 206 | Newton Centre | MA | 02459 | N/A | 501(c)(3) | renewed suppot for the Arava Institute for Environmental Studies for scholarship support for Jordanian and Palestinian students | $40,000 | ||||||
| Fund for Educational Excellence | |||||||||||||
| 800 North Charles Street Suite 400 | Baltimore | MD | 212015322 | N/A | 501(c)(3) | general support | $60,000 | ||||||
| Fund for Educational Excellence | |||||||||||||
| 800 North Charles Street Suite 400 | Baltimore | MD | 212015322 | N/A | 501(c)(3) | matching gift for CHARM: Voices of Baltimore Youth | $250 | ||||||
| Fund for Educational Excellence | |||||||||||||
| 800 North Charles Street Suite 400 | Baltimore | MD | 212015322 | N/A | 501(c)(3) | support for Strong Schools Maryland | $42,500 | ||||||
| Funders for Reproductive Equity | |||||||||||||
| PO Box 750 | Rockville | MD | 208480750 | N/A | 501(c)(3) | general support through membership for 2021 | $1,375 | ||||||
| Fusion Partnerships Inc | |||||||||||||
| 1601 Guilford Avenue 2 South | Baltimore | MD | 212022877 | N/A | 501(c)(3) | support for the Teachers' Democracy Project to train and support parent/teacher restorative practices fellows | $25,000 | ||||||
| Fusion Partnerships Inc | |||||||||||||
| 1601 Guilford Avenue 2 South | Baltimore | MD | 212022877 | N/A | 501(c)(3) | support for the Intercultural Counseling Connection | $50,000 | ||||||
| Fusion Partnerships Inc | |||||||||||||
| 1601 Guilford Avenue 2 South | Baltimore | MD | 212022877 | N/A | 501(c)(3) | support for Brioxy for the Baltimore Creative Arts Pipeline project | $15,000 | ||||||
| Fusion Partnerships Inc | |||||||||||||
| 1601 Guilford Avenue 2 South | Baltimore | MD | 212022877 | N/A | 501(c)(3) | matching gift for the Baltimore Action Legal Team | $400 | ||||||
| Fusion Partnerships Inc | |||||||||||||
| 1601 Guilford Avenue 2 South | Baltimore | MD | 212022877 | N/A | 501(c)(3) | matching gift for CLLCTIVLY | $400 | ||||||
| Fusion Partnerships Inc | |||||||||||||
| 1601 Guilford Avenue 2 South | Baltimore | MD | 212022877 | N/A | 501(c)(3) | matching gift for 901 Arts | $400 | ||||||
| Fusion Partnerships Inc | |||||||||||||
| 1601 Guilford Avenue 2 South | Baltimore | MD | 212022877 | N/A | 501(c)(3) | matching gift for Fight Blight Baltimore | $400 | ||||||
| Govans Ecumenical Development Corporation | |||||||||||||
| 1010 East 33rd Street | Baltimore | MD | 21218 | N/A | 501(c)(3) | matching gift | $1,000 | ||||||
| Grantmakers for Education | |||||||||||||
| 400 SE 103rd Drive 33348 | Portland | OR | 97216 | N/A | 501(c)(3) | general support through membership | $2,700 | ||||||
| Grantmakers in Health | |||||||||||||
| 1100 Connecticut Avenue NW | Washington | DC | 200364110 | N/A | 501(c)(3) | general support through membership | $3,250 | ||||||
| Greater Baltimore Cultural Alliance | |||||||||||||
| 120 West North Avenue Suite 305 | Baltimore | MD | 21201 | N/A | 501(c)(3) | general support | $17,500 | ||||||
| Greater Baltimore Cultural Alliance | |||||||||||||
| 120 West North Avenue Suite 305 | Baltimore | MD | 21201 | N/A | 501(c)(3) | matching gift | $200 | ||||||
| Hazon Inc | |||||||||||||
| 25 Broadway Street Suite 1700 | New York | MD | 10004 | N/A | 501(c)(3) | support to explore a merger with the Pearlstone Conference and Retreat Center | $30,000 | ||||||
| Hazon Inc | |||||||||||||
| 25 Broadway Street Suite 1700 | New York | MD | 10004 | N/A | 501(c)(3) | renewed general support | $50,000 | ||||||
| Healthy Neighborhoods Inc | |||||||||||||
| 11 E Mount Royal Avenue Suite 302 | Baltimore | MD | 212022470 | N/A | 501(c)(3) | support for Dance Baltimore | $15,000 | ||||||
| HIAS | |||||||||||||
| P O Box 97077 | Washington | DC | 200907077 | N/A | 501(c)(3) | support for the Border Response Program | $30,000 | ||||||
| Hippodrome Foundation Inc | |||||||||||||
| 416 West Baltimore Street | Baltimore | MD | 212011717 | N/A | 501(c)(3) | capital support for the renovation of the M&T Bank Pavilion at the France-Merrick Performing Arts Center | $75,000 | ||||||
| Historic East Baltimore Community Action Coalition Inc | |||||||||||||
| 1212 North Wolfe Street | Baltimore | MD | 21213 | N/A | 501(c)(3) | support for Healthy Minds at Work, a mental health program for young adults enrolled in the Youth Opportunity Center | $25,000 | ||||||
| Holistic Life Foundation Inc | |||||||||||||
| 1014 West 36th Street Suite 403 | Baltimore | MD | 21211 | N/A | 501(c)(3) | support for mindfulness programming in Baltimore City schools | $35,000 | ||||||
| The Ingenuity Project | |||||||||||||
| Baltimore Polytechnic Institute | Baltimore | MD | 21209 | N/A | 501(c)(3) | general support | $35,000 | ||||||
| International Refugee Assistance Project | |||||||||||||
| One Battery Park Plaza 4th Floor | New York | NY | 10004 | N/A | 501(c)(3) | renewed general support | $50,000 | ||||||
| Jewish Community Foundation of Greater Mercer | |||||||||||||
| 457 Nassau Street Suite 101 | Princeton | NJ | 08540 | N/A | 501(c)(3) | matching gift | $5,000 | ||||||
| Jewish Council for Public Affairs | |||||||||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | N/A | 501(c)(3) | renewed support for Resetting the Table, an effort to promote nuanced dialogue in the Jewish community about the Palestinian-Israeli conflict | $150,000 | ||||||
| Jewish Funders Network | |||||||||||||
| 150 West 30th Street Suite 900 | New York | NY | 100014125 | N/A | 501(c)(3) | renewed general support through membership | $8,000 | ||||||
| Jews United for Justice | |||||||||||||
| PO Box 41485 | Washington | DC | 20018 | N/A | 501(c)(3) | support for the Collaborative for Jewish Organizing | $50,000 | ||||||
| Jews United for Justice | |||||||||||||
| PO Box 41485 | Washington | DC | 20018 | N/A | 501(c)(3) | renewed support for activities in Baltimore | $50,000 | ||||||
| Johns Hopkins University-Peabody Institute | |||||||||||||
| 1 East Mount Vernon Place | Baltimore | MD | 21202 | N/A | 501(c)(3) | support for the Tuned-In Initiative | $20,000 | ||||||
| JOIN for Justice | |||||||||||||
| PO Box 51248 | Boston | MA | 02205 | N/A | 501(c)(3) | renewed general support | $25,000 | ||||||
| Le Mondo Inc | |||||||||||||
| 219 Park Avenue | Baltimore | MD | 21201 | N/A | 501(c)(3) | general support | $15,000 | ||||||
| Let's Breakthrough Inc | |||||||||||||
| 4 West 43rd Street Suite 715 | New York | NY | 10036 | N/A | 501(c)(3) | capacity-building support during the transition in staff leadership | $10,000 | ||||||
| Let's Breakthrough Inc | |||||||||||||
| 4 West 43rd Street Suite 715 | New York | NY | 10036 | N/A | 501(c)(3) | renewed support for its work to promote women's human rights in India | $25,000 | ||||||
| LifeBridge Health | |||||||||||||
| 2401 West Belvedere Avenue | Baltimore | MD | 212155271 | N/A | 501(c)(3) | capital support for the Center for Hope | $50,000 | ||||||
| Little Red Barn Farm Sanctuary | |||||||||||||
| 8 Whitney Hill Road | Tunbridge | VT | 050779637 | N/A | 501(c)(3) | matching gift | $500 | ||||||
| Live Baltimore Home Center | |||||||||||||
| 343 North Charles Street | Baltimore | MD | 21201 | N/A | 501(c)(3) | support for Way to Stay, an effort to educate families about school options in Baltimore City | $25,000 | ||||||
| Maryland Association of Nonprofit Organizations | |||||||||||||
| 1500 Union Avenue Suite 2500 | Baltimore | MD | 21211 | N/A | 501(c)(3) | general support | $25,000 | ||||||
| Maryland Center on Economic Policy | |||||||||||||
| 1800 North Charles Street Suite 406 | Baltimore | MD | 21201 | N/A | 501(c)(3) | general support | $20,000 | ||||||
| Maryland Citizens for the Arts Inc | |||||||||||||
| 120 West North Avenue Suite 302 | Baltimore | MD | 212015833 | N/A | 501(c)(3) | general support | $15,000 | ||||||
| Maryland Citizens for the Arts Inc | |||||||||||||
| 120 West North Avenue Suite 302 | Baltimore | MD | 212015833 | N/A | 501(c)(3) | matching gift | $250 | ||||||
| Maryland Citizens' Health Initiative Education Fund Inc | |||||||||||||
| 2600 Saint Paul Street | Baltimore | MD | 21218 | N/A | 501(c)(3) | general support | $75,000 | ||||||
| Maryland Consumer Rights Coalition Inc | |||||||||||||
| 2209 Maryland Avenue | Baltimore | MD | 212185627 | N/A | 501(c)(3) | support for the Campaign to End Medical Debt | $35,000 | ||||||
| Maryland Institute College of Art | |||||||||||||
| 1300 West Mount Royal Avenue | Baltimore | MD | 212174191 | N/A | 501(c)(3) | support for the Master of Fine Arts in Community Arts program | $40,000 | ||||||
| Maryland Pesticide Education Network | |||||||||||||
| 544 Epping Forest Road | Annapolis | MD | 21401 | N/A | 501(c)(3) | general support | $50,000 | ||||||
| Maryland Philanthropy Network | |||||||||||||
| 1600 West 41st Street Suite 700 | Baltimore | MD | 21211 | N/A | 501(c)(3) | general support through membership in 2021 | $10,000 | ||||||
| Maryland Public Interest Research Foundation | |||||||||||||
| 2209 Maryland Avenue Suite D | Baltimore | MD | 21218 | N/A | 501(c)(3) | support for the Healthy Kids, Healthy Maryland campaign | $40,000 | ||||||
| Maryland Volunteer Lawyers for the Arts | |||||||||||||
| 120 West North Avenue Suite 305A | Baltimore | MD | 21201 | N/A | 501(c)(3) | general support | $15,000 | ||||||
| Meals on Wheels of Central Maryland Inc | |||||||||||||
| 515 South Haven Street | Baltimore | MD | 212244239 | N/A | 501(c)(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 | ||||||
| MEET International Inc | |||||||||||||
| 177 Huntington Avenue | Boston | MA | 02115 | N/A | 501(c)(3) | renewed support for programs that bring together Jewish and Arab teens to explore the world of technology and entrepreneurship | $25,000 | ||||||
| Mental Health Association of Maryland Inc | |||||||||||||
| 1301 York Road Suite 505 | Lutherville | MD | 210936008 | N/A | 501(c)(3) | support for the Older Adult Program | $50,000 | ||||||
| Mission Investors Exchange | |||||||||||||
| 107 Spring Street | Seattle | WA | 981041005 | N/A | 501(c)(3) | general support through membership | $3,000 | ||||||
| Moishe House | |||||||||||||
| 441 Saxony Road Barn 2 | Encinitas | CA | 92024 | N/A | 501(c)(3) | support for Base | $50,000 | ||||||
| MPT Foundation Inc | |||||||||||||
| PO Box 322 | Owings Mills | MD | 21117 | N/A | 501(c)(3) | matching gift | $300 | ||||||
| N Street Village | |||||||||||||
| 1333 N Street NW | Washington | DC | 200053601 | N/A | 501(c)(3) | matching gift | $300 | ||||||
| NAMI Maryland Inc | |||||||||||||
| 10630 Little Patuxent Parkway Suite | Columbia | MD | 21044 | N/A | 501(c)(3) | general support | $25,000 | 475 | |||||
| NAMI Metropolitan Baltimore Inc | |||||||||||||
| 2601 North Howard Street Suite 130 | Baltimore | MD | 21218 | N/A | 501(c)(3) | general support | $35,000 | ||||||
| NAMI Metropolitan Baltimore Inc | |||||||||||||
| 2601 North Howard Street Suite 130 | Baltimore | MD | 21218 | N/A | 501(c)(3) | matching gift | $200 | ||||||
| National Caucus of Environmental Legislators | |||||||||||||
| 1100 H Street NW Suite 600 | Washington | DC | 200055492 | N/A | 501(c)(3) | general support | $50,000 | ||||||
| National Center for Family Philanthropy | |||||||||||||
| 1667 K Street NW Suite 550 | Washington | DC | 20006 | N/A | 501(c)(3) | general support through the Friends of the Family program | $2,500 | ||||||
| National Health Law Program | |||||||||||||
| 3701 Wilshire Boulevard Suite 750 | Los Angeles | CA | 90010 | N/A | 501(c)(3) | support for efforts to secure and protect equitable access to public health care programs for low-income people | $65,000 | ||||||
| National Women's Health Network | |||||||||||||
| 1413 K Street NW | Washington | DC | 20005 | N/A | 501(c)(3) | support for the "Raising Women's Voices for the Health Care We Need" project | $35,000 | ||||||
| Nature Sacred | |||||||||||||
| 105 Annapolis Street Suite D | Annapolis | MD | 214011360 | N/A | 501(c)(3) | support for the Baltimore Fund, which supports the development of green spaces in underserved Baltimore neighborhoods | $35,000 | ||||||
| New Israel Fund | |||||||||||||
| PO Box 70358 | Philadelphia | PA | 191760358 | N/A | 501(c)(3) | renewed support for Green Course for its programs that engage Israeli young people in environmental issues | $50,000 | ||||||
| New Israel Fund | |||||||||||||
| PO Box 70358 | Philadelphia | PA | 191760358 | N/A | 501(c)(3) | support for Siraj to prepare young Bedouins in the Negev for careers in the hi-tech sector | $75,000 | ||||||
| New Israel Fund | |||||||||||||
| PO Box 70358 | Philadelphia | PA | 191760358 | N/A | 501(c)(3) | renewed support for Bimkom for activities in the Negev | $75,000 | ||||||
| New Israel Fund | |||||||||||||
| PO Box 70358 | Philadelphia | PA | 191760358 | N/A | 501(c)(3) | renewed support for Shatil's activities in the Negev | $75,000 | ||||||
| New Israel Fund | |||||||||||||
| PO Box 70358 | Philadelphia | PA | 191760358 | N/A | 501(c)(3) | renewed support for the Israel Relegious Action Center to promote religious pluralism and the rule of law through advocacy, research, public education and litigation | $75,000 | ||||||
| New Israel Fund | |||||||||||||
| PO Box 70358 | Philadelphia | PA | 191760358 | N/A | 501(c)(3) | renewed support for the Israel Center for Educational Innovation for its work to promote literacy in Israeli elementary schools | $60,000 | ||||||
| New Israel Fund | |||||||||||||
| PO Box 70358 | Philadelphia | PA | 191760358 | N/A | 501(c)(3) | renewed support for the Hagar school in Beersheva | $25,000 | ||||||
| New Leaders | |||||||||||||
| 30 West 26th Street 10th Floor | New York | NY | 10010 | N/A | 501(c)(3) | support for New Leaders-Baltimore, a program to recruit and train high caliber principals to serve in Baltimore City public schools | $25,000 | ||||||
| Nova Institute for Health | |||||||||||||
| 1407 Fleet Street | Baltimore | MD | 21231 | N/A | 501(c)(3) | support for the Primary Care project | $30,000 | ||||||
| NPower | |||||||||||||
| 55 Washington Street Suite 560 | Brooklyn | NY | 11201 | N/A | 501(c)(3) | support to cover the cost of two interns to staff the tech support hotline | $11,000 | ||||||
| Open Works | |||||||||||||
| 1400 Greenmount Avenue | Baltimore | MD | 21202 | N/A | 501(c)(3) | general support | $15,000 | ||||||
| PEF Israel Endowment Funds Inc | |||||||||||||
| 630 Third Avenue 15th Floor | New York | NY | 10017 | N/A | 501(c)(3) | support for the Tamar Cente for educational programs that help Bedouin high school youth to access higher education | $50,000 | ||||||
| PEF Israel Endowment Funds Inc | |||||||||||||
| 630 Third Avenue 15th Floor | New York | NY | 10017 | N/A | 501(c)(3) | supportfor Ahed to offset loss of tuition income due to the COVID-19 pandemic | $20,000 | ||||||
| PEF Israel Endowment Funds Inc | |||||||||||||
| 630 Third Avenue 15th Floor | New York | NY | 10017 | N/A | 501(c)(3) | support for Teach First Israel for its work in Bedouin schools | $35,000 | ||||||
| PEF Israel Endowment Funds Inc | |||||||||||||
| 630 Third Avenue 15th Floor | New York | NY | 10017 | N/A | 501(c)(3) | support for Merchavim to offset loss of income due to the COVID-19 pandemic | $20,000 | ||||||
| PEF Israel Endowment Funds Inc | |||||||||||||
| 630 Third Avenue 15th Floor | New York | NY | 10017 | N/A | 501(c)(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 | $150,000 | ||||||
| PEF Israel Endowment Funds Inc | |||||||||||||
| 630 Third Avenue 15th Floor | New York | NY | 10017 | N/A | 501(c)(3) | support for the Edmond de Rothschild Parrtnerships for Israeli Hope in Academia, a diversity initiative for Israeli higher education | $50,000 | ||||||
| PEF Israel Endowment Funds Inc | |||||||||||||
| 630 Third Avenue 15th Floor | New York | NY | 10017 | N/A | 501(c)(3) | renewed general support for the Ahed Bedouin High School for Science | $50,000 | ||||||
| PEF Israel Endowment Funds Inc | |||||||||||||
| 630 Third Avenue 15th Floor | New York | NY | 10017 | N/A | 501(c)(3) | renewed support for Co-Impact - Partnership for Arab Employment | $50,000 | ||||||
| PEF Israel Endowment Funds Inc | |||||||||||||
| 630 Third Avenue 15th Floor | New York | NY | 10017 | N/A | 501(c)(3) | renewed support for the Center for Women's Justice for litigation and advocacy to promote gender equality in the rabbinical court system | $25,000 | ||||||
| PEF Israel Endowment Funds Inc | |||||||||||||
| 630 Third Avenue 15th Floor | New York | NY | 10017 | N/A | 501(c)(3) | renewed support for Desert Stars to build leadership among Bedouin young people in the Negev | $75,000 | ||||||
| PEF Israel Endowment Funds Inc | |||||||||||||
| 630 Third Avenue 15th Floor | New York | NY | 10017 | N/A | 501(c)(3) | support for Merchavim 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 Floor | New York | NY | 10017 | N/A | 501(c)(3) | renewed support for AJEEC-NISPED to promote development in the Bedouin community and positive intergroup relations in the Negev | $125,000 | ||||||
| PEF Israel Endowment Funds Inc | |||||||||||||
| 630 Third Avenue 15th Floor | New York | NY | 10017 | N/A | 501(c)(3) | renewed support for Bizchut for advocacy efforts on behalf of people with disabilities | $19,000 | ||||||
| PEF Israel Endowment Funds Inc | |||||||||||||
| 630 Third Avenue 15th Floor | New York | NY | 10017 | N/A | 501(c)(3) | support for El Yanabia for activities in the Negev | $75,000 | ||||||
| PEF Israel Endowment Funds Inc | |||||||||||||
| 630 Third Avenue 15th Floor | New York | NY | 10017 | N/A | 501(c)(3) | support for the Sapir Academic College for the Gateway to the Academy Program for Bedouin students | $75,000 | ||||||
| PEF Israel Endowment Funds Inc | |||||||||||||
| 630 Third Avenue 15th Floor | New York | NY | 10017 | N/A | 501(c)(3) | renewed support for Olim Beyahad for programs that promote workforce integration and leadership development for Ethiopian Israelis | $30,000 | ||||||
| Palestinian Internship Program | |||||||||||||
| 145 West 67th Street | New York | NY | 10023 | N/A | 501(c)(3) | renewed general support to bring Palestinians from East Jerusalem and the West Bank to intern in Israeli companies | $25,000 | ||||||
| Panorama Global | |||||||||||||
| 2101 4th Avenue Suite 2100 | Seattle | WA | 98121 | N/A | 501(c)(3) | general support for the Human Rights Funders Network through membership in 2021 | $7,500 | ||||||
| Planned Parenthood of Maryland | |||||||||||||
| 330 North Howard Street | Baltimore | MD | 212013610 | N/A | 501(c)(3) | matching gift | $200 | ||||||
| The Pro Bono Counseling Project Inc | |||||||||||||
| 5900 Metro Drive | Baltimore | MD | 21215 | N/A | 501(c)(3) | general support | $50,000 | ||||||
| Pro Bono Resource Center of Maryland | |||||||||||||
| 520 West Fayette Street Suite 300 | Baltimore | MD | 212011781 | N/A | 501(c)(3) | support for the Courtroom Advocacy Project and Tenant Hotline | $20,000 | ||||||
| Public Justice Center | |||||||||||||
| 1 North Charles Street Suite 200 | Baltimore | MD | 21201 | N/A | 501(c)(3) | support for the Right to Counsel project | $25,000 | ||||||
| Public Justice Center | |||||||||||||
| 1 North Charles Street Suite 200 | Baltimore | MD | 21201 | N/A | 501(c)(3) | support for the Access to Health and Public Benefits Project | $70,000 | ||||||
| Religious Action Center of Reform Judaism | |||||||||||||
| 2027 Massachusetts Avenue NW | Washington | DC | 20036 | N/A | 501(c)(3) | renewed general support | $70,000 | ||||||
| Repair the World | |||||||||||||
| 1460 Broadway | New York | NY | 10036 | N/A | 501(c)(3) | support for activities in Baltimore | $75,000 | ||||||
| Restorative Response Baltimore | |||||||||||||
| 1500 Union Avenue Suite 2700 | Baltimore | MD | 212111989 | N/A | 501(c)(3) | support to train Baltimore City school staff in restorative practices and to offer the community conferencing model as an intervention | $50,000 | ||||||
| Restorative Response Baltimore | |||||||||||||
| 1500 Union Avenue Suite 2700 | Baltimore | MD | 212111989 | N/A | 501(c)(3) | matching gift for A Revolutionary Summer | $200 | ||||||
| Roberta's House Inc | |||||||||||||
| 928 East North Avenue | Baltimore | MD | 21202 | N/A | 501(c)(3) | general support | $35,000 | ||||||
| Roca Inc | |||||||||||||
| 101 Park Street | Chelsea | MA | 021502771 | N/A | 501(c)(3) | support for the Roca Baltimore program | $75,000 | ||||||
| Shalom Hartman Institute of North America | |||||||||||||
| 475 Riverside Drive Suite 1450 | New York | NY | 10115 | N/A | 501(c)(3) | renewed support for I-Engage Campus Programming | $60,000 | ||||||
| Sierra Club Foundation | |||||||||||||
| 2101 Webster Street Suite 1250 | Oakland | CA | 94612 | N/A | 501(c)(3) | general support for the Maryland chapter | $30,000 | ||||||
| Single Carrot Theatre | |||||||||||||
| 3001 Old York Road | Baltimore | MD | 21218 | N/A | 501(c)(3) | general support | $10,000 | ||||||
| Social Good Fund | |||||||||||||
| PO Box 5473 | Richmond | CA | 94805 | N/A | 501(c)(3) | support for Dayenue to engage the Jewish community in climate advocacy | $75,000 | ||||||
| The Sustainability Laboratory | |||||||||||||
| 229 East 85th Street | New York | NY | 10028 | N/A | 501(c)(3) | support to offset loss of visitor income at the Wadi Attir project due to the COVID-19 pandemic | $20,000 | ||||||
| The Sustainability Laboratory | |||||||||||||
| 229 East 85th Street | New York | NY | 10028 | N/A | 501(c)(3) | support for the Wadi Attir project | $50,000 | ||||||
| Tahirih Justice Center | |||||||||||||
| 6400 Arlington Boulevard Suite 400 | Falls Church | VA | 22042 | N/A | 501(c)(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 300 | Baltimore | MD | 21218 | N/A | 501(c)(3) | general support | $50,000 | ||||||
| The Tides Center | |||||||||||||
| 1012 Torney Avenue | San Francisco | CA | 94129 | N/A | 501(c)(3) | support for the Jews of Color Initiative | $75,000 | ||||||
| TNTP | |||||||||||||
| 500 7th Avenue 8th Floor | New York | NY | 100184502 | N/A | 501(c)(3) | support for the Baltimore City Teaching Residency | $50,000 | ||||||
| Toxic Free Future | |||||||||||||
| 4649 Sunnyside Avenue N 540 | Seattle | WA | 981036963 | N/A | 501(c)(3) | support for the Safer Chemicals, Healthy Families campaign | $50,000 | ||||||
| Toxic Free Future | |||||||||||||
| 4649 Sunnyside Avenue N 540 | Seattle | WA | 981036963 | N/A | 501(c)(3) | general support for Safer States | $30,000 | ||||||
| United Way of Central Maryland | |||||||||||||
| 1800 Washington Boulevard Suite 340 | Baltimore | MD | 21230 | N/A | 501(c)(3) | support for the Digital Divide Fund | $14,000 | ||||||
| University of Maryland Baltimore Foundation Inc | |||||||||||||
| 220 North Arch Avenue 13th Floor | Baltimore | MD | 21201 | N/A | 501(c)(3) | support for the Positive Schools Center | $50,000 | ||||||
| University of Maryland St Joseph Medical Center Foundation | |||||||||||||
| 7601 Osler Drive | Towson | MD | 212047582 | N/A | 501(c)(3) | support for the St. Clare Medical Outreach Program | $30,000 | ||||||
| University Of Massachusetts Foundation | |||||||||||||
| 1 Beacon Street 31st Floor | Boston | MA | 021083107 | N/A | 501(c)(3) | general support for the Lowell Center for Sustainable Production | $50,000 | ||||||
| Urban Teachers | |||||||||||||
| 1800 Washington Boulevard Suite 411 | Baltimore | MD | 21230 | N/A | 501(c)(3) | support for the teacher training and certification program in Baltimore City | $70,000 | ||||||
| Vassar College | |||||||||||||
| Box 12 124 Raymond Avenue | Poughkeepsie | NY | 126040725 | N/A | 501(c)(3) | matching gift | $500 | ||||||
| Virginia Organizing | |||||||||||||
| 703 Concord Avenue | Charlottesville | VA | 229035208 | N/A | 501(c)(3) | general support through membership for 2021 | $1,875 | ||||||
| Wide Angle Youth Media Inc | |||||||||||||
| 2601 North Howard Street Suite 160 | Baltimore | MD | 212184964 | N/A | 501(c)(3) | matching gift | $200 | ||||||
| WITNESS | |||||||||||||
| 80 Hanson Place 5th Floor | Brooklyn | NY | 11217 | N/A | 501(c)(3) | renewed general support | $35,000 | ||||||
| WombWork Productions Inc | |||||||||||||
| 3724 Kimble Road | Baltimore | MD | 212182028 | N/A | 501(c)(3) | general support | $20,000 | ||||||
| Women's Voices For The Earth | |||||||||||||
| PO Box 8743 | Missoula | MT | 59807 | N/A | 501(c)(3) | general support | $25,000 | ||||||
| World Union for Progressive Judaism Ltd | |||||||||||||
| One West Fourth Street Suite 517A | New York | NY | 10012 | N/A | 501(c)(3) | renewed support for the young leadership development program in the FSU | $110,000 | ||||||
| Yeshivat Maharat | |||||||||||||
| 3700 Henry Hudson Parkway 2nd Floor | Bronx | NY | 10463 | N/A | 501(c)(3) | renewed support to educate and train women as Jewish spiritual leaders | $25,000 | ||||||
| Your Public Radio Corporation | |||||||||||||
| 2216 North Charles Street | Baltimore | MD | 21218 | N/A | 501(c)(3) | matching gift | $400 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,249,776 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $238 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,453,449 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $24,097,990 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (20 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| Aberdeen (FLAG) International Partners LP | 900001 | $21 | 18 | $3,245 |
| Aberdeen (FLAG) International Partners II LP | 18 | -$4,188 | ||
| Aberdeen (FLAG) Private Equity III LP | 900001 | $508 | 18 | -$1,519 |
| Aberdeen (FLAG) Private Equity IV LP | 900001 | $17,550 | 18 | -$4,526 |
| Aberdeen (FLAG) Venture Partners VI LP | 900001 | $1 | 18 | -$1,396 |
| Artisan Sustainable Emerging Markets | 18 | -$17,593 | ||
| Boulder Ventures IV Annex | 18 | -$155 | ||
| Catalio (Camden Partners) Nexus Fund, L.P. | 18 | -$5,960 | ||
| Catalio (Camden Partners) Nexus Fund, L.P. II | 18 | -$5,827 | ||
| Catalio (Camden Partners) Nexus Fund, L.P. III | 18 | -$3,349 | ||
| Commonfund International Partners VI | 900001 | $163 | 18 | -$3,348 |
| Commonfund Private Equity Partners V | 900001 | -$55 | 18 | -$307 |
| Commonfund Private Equity Partners VII | 900001 | $5,385 | 18 | -$10,215 |
| Commonfund Venture Partners VI | 900001 | -$29 | 18 | -$1 |
| Ecosystem Investment Partners IV | 900001 | $6,497 | 18 | -$10,565 |
| Gatewood Capital Opportunity Fund L.P. | 18 | -$13,301 | ||
| Industry Venture Partners VII LP | 900001 | $120 | 18 | $16,935 |
| Industry Venture Partners VIII LP | 900001 | $23 | 18 | $1,297 |
| K5 Private Investors LP | 18 | -$44,157 | ||
| New Mountain Partners V, LP | 18 | -$3,230 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$244,911 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $24,474,678 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $24,229,767 | 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 (13 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| American Trading & Production | |||||||
| 1 | One South Street 2800 | Baltimore | MD | 21202 | $15,456 | Yes (X) | |
| Elizabeth B Roswell | |||||||
| 2 | c/o AFS One South St Ste 2950 | Baltimore | MD | 21202 | $2,000,000 | Yes (X) | |
| American Trading & Production | |||||||
| 3 | One South Street 2800 | Baltimore | MD | 21202 | $208,026 | Yes (X) | |
| American Trading & Production | |||||||
| 4 | One South Street 2800 | Baltimore | MD | 21202 | $286,371 | Yes (X) | |
| American Trading & Production | |||||||
| 5 | One South Street 2800 | Baltimore | MD | 21202 | $118,704 | Yes (X) | |
| American Trading & Production | |||||||
| 6 | One South Street 2800 | Baltimore | MD | 21202 | $167,915 | Yes (X) | |
| American Trading & Production | |||||||
| 7 | One South Street 2800 | Baltimore | MD | 21202 | $31,213 | Yes (X) | |
| American Trading & Production | |||||||
| 8 | One South Street 2800 | Baltimore | MD | 21202 | $148,652 | Yes (X) | |
| American Trading & Production | |||||||
| 9 | One South Street 2800 | Baltimore | MD | 21202 | $20,997 | Yes (X) | |
| American Trading & Production | |||||||
| 10 | One South Street 2800 | Baltimore | MD | 21202 | $463,711 | Yes (X) | |
| American Trading & Production | |||||||
| 11 | One South Street 2800 | Baltimore | MD | 21202 | $48,052 | Yes (X) | |
| American Trading & Production | |||||||
| 12 | One South Street 2800 | Baltimore | MD | 21202 | $30,650 | Yes (X) | |
| American Trading & Production | |||||||
| 13 | One South Street 2800 | Baltimore | MD | 21202 | $10,253 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (11 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 3 | 1,008 shs Visa Inc ($208,026 FMV) | $208,026 | 2021-02-08 |
| 4 | 530 shs Nvidia Corp ($286,371 FMV) | $286,371 | 2021-02-08 |
| 5 | 350 shs Mastercard Inc ($118,704 FMV) | $118,704 | 2021-02-08 |
| 6 | 329 shs Lam Research Corp ($167,915 FMV) | $167,915 | 2021-02-08 |
| 7 | 304 shs Starbucks Corp ($31,213 FMV) | $31,213 | 2021-02-08 |
| 8 | 271 shs Netflix Inc ($148,652 FMV) | $148,652 | 2021-02-08 |
| 9 | 150 shs Nike Inc ($20,997 FMV) | $20,997 | 2021-02-08 |
| 10 | 140 shs Amazon.com Inc ($463,711 FMV) | $463,711 | 2021-02-08 |
| 11 | 97 shs Thermo Fisher Scientific Inc ($48,052 FMV) | $48,052 | 2021-02-08 |
| 12 | 50 shs Charter Communication Inc ($30,650 FMV) | $30,650 | 2021-02-08 |
| 13 | 5 shs Booking Holdings Inc ($10,253 FMV) | $10,253 | 2021-02-08 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Atapco Financial Services | CategoryTxt |
| Amt | $160,000 | Amt |
| Net Investment Income | $80,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $80,000 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (57 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Artisan Emerging Markets | AT COST | $4,861,000 | $4,999,305 |
| Access Capital Community | AT COST | $7,174,295 | $7,093,627 |
| AXA Secondary Fund | AT COST | $0 | $8,732 |
| ASF VI | AT COST | $0 | $150,531 |
| Boulder Ventures IV | AT COST | $19,618 | $147,626 |
| Catalio Nexus I (FKA Camden Partners Exelixis) | AT COST | $184,455 | $222,163 |
| Catalio (FKA Camden Partners) Nexus Fund II | AT COST | $146,264 | $181,233 |
| Catalio Nexus Fund III | AT COST | $59,575 | $60,502 |
| Cohen and Steers Realty | AT COST | $2,706,113 | $4,126,880 |
| Columbia Pyfrd Int'l Stock | AT COST | $5,037,531 | $5,754,267 |
| Commonfund Int'l VI | AT COST | $240,426 | $166,626 |
| Commonfund PE VII | AT COST | $56,711 | $461,724 |
| Commonfund Venture VI | AT COST | $117,329 | $113,506 |
| Coller Int'l | AT COST | $0 | $26,157 |
| PB Strategic Partners IV (FKA CS Strategies IV) | AT COST | $98,628 | $49,407 |
| Strategic Partners III (FKA CSFB III) | AT COST | $66,633 | $1,286 |
| Ecosystem Investment Partners IV | AT COST | $216,711 | $226,850 |
| First Eagle Global | AT COST | $5,058,105 | $8,666,548 |
| Flag International | AT COST | $147,943 | $237,285 |
| Flag International II | AT COST | $271,802 | $566,956 |
| Flag Private Equity III | AT COST | $55,364 | $83,694 |
| Flag Private Equity IV | AT COST | $392,155 | $518,729 |
| Flag Ventures VI | AT COST | $139,482 | $320,669 |
| Gatewood Capital Opp Fund | AT COST | $213,493 | $330,131 |
| Industry Ventures Sec Fd VIII | AT COST | $621,257 | $1,664,365 |
| Industry Ventures Secondary Fd VII | AT COST | $236,388 | $524,267 |
| Ironwood International | AT COST | $2,425,631 | $6,183,335 |
| JPMorgan Riverbridge | AT COST | $2,258,103 | $3,457,342 |
| K5 Private Investors | AT COST | $203,689 | $230,401 |
| Lazard GL List Infrastr Inst | AT COST | $3,411,709 | $3,565,739 |
| Lexington Capital Partners | AT COST | $0 | $179,982 |
| New Mountain Partners V | AT COST | $705,608 | $1,280,264 |
| New Mountain Partners VI | AT COST | $213,045 | $239,482 |
| Oaktree RE Ops Fund V | AT COST | $140,306 | $53,830 |
| Pointer Offshore | AT COST | $3,550,000 | $9,576,420 |
| Rockefeller Libra Fund | AT COST | $15,643,820 | $15,570,538 |
| Russell 1000 Growth | AT COST | $14,625,019 | $17,282,474 |
| Russell 1000 Value | AT COST | $16,283,170 | $17,969,085 |
| RCP VII Feeder, LTD | AT COST | $0 | $1,093,519 |
| Sigular Guff III | AT COST | $201,301 | $336,606 |
| Sigular Guff IV | AT COST | $332,422 | $315,969 |
| SJF Ventures IV | AT COST | $731,105 | $1,157,467 |
| Southpoint Qualified Offshore Fund | AT COST | $2,500,000 | $3,858,976 |
| Spur Ventures III | AT COST | $549,714 | $2,188,371 |
| Spur Ventures IV | AT COST | $775,481 | $3,111,221 |
| Spur Ventures V | AT COST | $834,769 | $1,457,473 |
| Spur Ventures VI | AT COST | $451,188 | $659,696 |
| The Rise FOF | AT COST | $364,656 | $461,481 |
| The Rise Fund II | AT COST | $266,460 | $239,238 |
| TIAA-CREF Social Choice Bond Fund | AT COST | $12,565,029 | $12,556,168 |
| Vista Equity Partners Fund VII | AT COST | $688,278 | $913,743 |
| Wellington International Quality Growth | AT COST | $5,182,924 | $5,182,093 |
| William Blair Small Cap (FKA ICM Small Company) | AT COST | $3,951,342 | $5,054,866 |
| RBC Emerging Markets Equity | AT COST | $4,453,680 | $4,921,618 |
| RBC International Opportunity | AT COST | $4,737,159 | $4,619,896 |
| SJF Ventures V | AT COST | $117,182 | $119,689 |
| State of Israel Jubilee issued 2021 | AT COST | $100,000 | $100,000 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 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 | $100,000 | $100,000 |
| Social Finance Israel - Project in Rahat - PRI | $73,482 | $147,737 | $147,737 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Tax/Cost basis difference in Atapco Stock Contributions | Desc |
| Amt | $1,445,446 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank charges | $29 | $0 | $29 |
| Dues & Subscriptions | $1,105 | $0 | $1,105 |
| Equipment Maintenance | $582 | $0 | $582 |
| Supplies | $528 | $0 | $528 |
| Telephone | $1,702 | $0 | $1,702 |
| Equipment | $574 | $0 | $574 |
| Reimbursement Expenses | -$11,496 | $0 | -$11,496 |
| Postage & Shipping | $751 | $0 | $751 |
| Software | $6,966 | $0 | $6,966 |
| Website | $430 | $0 | $430 |
| IT Support | $63,961 | $0 | $63,961 |
| Miscellaneous Investment Fees | $185 | $185 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (50 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Aberdeen (FLAG) International Partners LP | $3,266 | $3,245 | $3,266 |
| Aberdeen (FLAG) International Partners II LP | -$4,188 | -$4,188 | -$4,188 |
| Aberdeen (FLAG) Private Equity III LP | -$1,011 | -$1,519 | -$1,011 |
| Aberdeen (FLAG) Private Equity IV LP | $13,024 | -$4,526 | $13,024 |
| Aberdeen (FLAG) Venture Partners VI LP | -$1,395 | -$1,396 | -$1,395 |
| Artisan Sustainable Emerging Markets | -$17,593 | -$17,593 | -$17,593 |
| Boulder Ventures IV Annex | -$155 | -$155 | -$155 |
| Catalio (Camden Partners) Nexus Fund, L.P. | -$5,960 | -$5,960 | -$5,960 |
| Catalio (Camden Partners) Nexus Fund, L.P. II | -$5,827 | -$5,827 | -$5,827 |
| Catalio (Camden Partners) Nexus Fund, L.P. III | -$3,349 | -$3,349 | -$3,349 |
| Commonfund International Partners VI | -$3,185 | -$3,348 | -$3,185 |
| Commonfund Private Equity Partners V | -$362 | -$307 | -$362 |
| Commonfund Private Equity Partners VII | -$4,830 | -$10,215 | -$4,830 |
| Commonfund Venture Partners VI | -$30 | -$1 | -$30 |
| Ecosystem Investment Partners IV | -$4,068 | -$10,565 | -$4,068 |
| Gatewood Capital Opportunity Fund L.P. | -$13,301 | -$13,301 | -$13,301 |
| Industry Venture Partners VII LP | $17,055 | $16,935 | $17,055 |
| Industry Venture Partners VIII LP | $1,320 | $1,297 | $1,320 |
| K5 Private Investors LP | -$44,157 | -$44,157 | -$44,157 |
| New Mountain Partners V, LP | -$3,230 | -$3,230 | -$3,230 |
| New Mountain Partners V (AIV-A2), LP | -$16 | -$16 | -$16 |
| New Mountain Partners V (AIV-C2), LP | -$7 | -$7 | -$7 |
| New Mountain VI | -$20,078 | -$17,868 | -$20,078 |
| New Mountain VI Aggregator | -$16 | -$16 | -$16 |
| Oaktree Real Estate Opportunities Fund V | $80,572 | $45,042 | $80,572 |
| OCM European Principal Opportunities Fd II | -$48,797 | -$48,797 | -$48,797 |
| Rockefeller Global Equity Fund I | -$87,144 | -$87,144 | -$87,144 |
| Rockefeller Libra QP | -$67,867 | -$67,867 | -$67,867 |
| Russell 1000 Growth Fund B | $15,653 | $15,653 | $15,653 |
| Russell 1000 Value Fund B | $13,772 | $13,772 | $13,772 |
| Siguler Guff Distressed Opportunities Fd III | -$4,477 | -$4,477 | -$4,477 |
| Siguler Guff Distressed Opportunities Fd IV | -$4,968 | -$4,911 | -$4,968 |
| SJF Ventures IV, LP | -$22,811 | -$22,811 | -$22,811 |
| SJF Ventures V, LP | -$16,292 | -$16,292 | -$16,292 |
| Spur Ventures III | $4,435 | $4,435 | $4,435 |
| Spur Ventures IV | $6,747 | $6,747 | $6,747 |
| Spur Ventures V | -$24,591 | -$24,615 | -$24,591 |
| Spur Ventures VI | -$67,879 | -$67,879 | -$67,879 |
| Strategic Partners III, LP | $66 | $67 | $66 |
| Strategic Partners PB Feeder Fund IV | -$551 | -$975 | -$551 |
| The Rise Fund FOF, LP | -$11,972 | -$11,972 | -$11,972 |
| The Rise Fund II | -$19,598 | -$19,598 | -$19,598 |
| The Rise Fund II SF AIV I, LP | $734 | $734 | $734 |
| The Rise Fund II DE AIV I, LP | -$14 | -$14 | -$14 |
| TPG Rise Climate | -$4,714 | -$4,700 | -$4,714 |
| TPG Rise Climate Cayman AIV I | $124 | $124 | $124 |
| Vista Equity Partners Fund VII | -$16,195 | -$16,195 | -$16,195 |
| Wellington - CTF Intl Quality Growth | $7,621 | $7,621 | $7,621 |
| Book to Tax Adjustment | -$1,646,880 | -$1,646,880 | |
| Neuberger Berman Income Plus Fund | -$308,791 | -$308,791 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| New Mountain Partners VI - Losses Taken using Debt Basis | $4,727 | $0 |
| The Rise Fund II - Losses Taken using Debt Basis | $15,770 | $0 |
| TPG Rise Climate - Losses Taken Using Debt Basis | $0 | $4,590 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| JPMorgan | $47,084 | $47,084 | $0 |
| Other Investment Fees | $26,282 | $26,282 | $0 |
| Wellington | $69,350 | $69,350 | $0 |
| Mercer | $222,082 | $222,082 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Tax | $132,844 | $132,844 | $0 |
| Federal/State Taxes Withheld on NII | $281 | $281 | $0 |
| Excise tax | $210,015 | $0 | $0 |