JACOB AND HILDA BLAUSTEIN FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JACOB AND HILDA BLAUSTEIN FOUNDATION INC (EIN 52-6038382)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202123199349105407
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T13:37:19-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 No 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 | 2021-11-15 | 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 | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $146,167,409 | 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 | $1,653,589 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $195 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $195 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,843,688 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,821,591 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,925,980 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $36,640,789 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,925,980 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$6,139,410 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$198,202 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,284,042 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,549,564 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $142,249 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $142,249 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $331,177 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $331,177 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $84,218 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $84,218 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $139,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $69,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $69,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $243,483 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $243,483 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $145,044 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $95,029 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $73,161 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $73,161 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,752 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,752 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $26,285 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,068 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $24,217 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,190,869 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $410,330 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $730,524 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,506,820 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,506,820 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,697,689 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $410,330 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,237,344 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,413,647 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,139,234 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,461,544 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,635,198 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,635,198 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $115,629,087 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $110,643,844 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $142,608,729 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $875,940 | OtherAssetsBOYAmt |
| Other Assets EOY | $923,482 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $923,482 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $119,966,571 | TotalAssetsBOYAmt |
| Total Assets EOY | $114,202,524 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $146,167,409 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $20,497 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $20,497 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $119,966,571 | CapitalStockBOYAmt |
| Capital Stock EOY | $114,182,027 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $119,966,571 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $114,182,027 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $119,966,571 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $114,202,524 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $119,966,571 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,413,647 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $117,552,924 | SubtotalAmt |
| Other Decreases | $3,370,897 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $114,182,027 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (282 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Riverbridge - 84 Shs 2U INC | P | 2018-05-15 | 2020-09-24 | $2,832 | $7,800 | -$4,968 | -$4,968 |
| Riverbridge - 100 Shs 2U INC | P | 2018-05-21 | 2020-09-24 | $3,372 | $9,580 | -$6,208 | -$6,208 |
| Riverbridge - 224 Shs ALARM.COM HOLDINGS INC | P | 2019-02-01 | 2020-09-24 | $12,172 | $14,022 | -$1,850 | -$1,850 |
| Riverbridge - 30 Shs ALARM.COM HOLDINGS INC | P | 2019-02-06 | 2020-09-24 | $1,630 | $1,959 | -$329 | -$329 |
| Riverbridge - 39 Shs AMEDISYS INC | P | 2019-06-05 | 2020-09-24 | $8,941 | $4,467 | $4,474 | $4,474 |
| Riverbridge - 15 Shs AMEDISYS INC | P | 2020-03-26 | 2020-09-24 | $3,439 | $2,363 | $1,076 | $1,076 |
| Riverbridge - 183 Shs AMN HEALTHCARE SERVICES INC | P | 2019-02-01 | 2020-09-24 | $9,943 | $11,796 | -$1,853 | -$1,853 |
| Riverbridge - 26 Shs BIO-TECHNE CORP | P | 2019-02-01 | 2020-09-24 | $6,272 | $4,579 | $1,693 | $1,693 |
| Riverbridge - 15 Shs BIO-TECHNE CORP | P | 2019-02-06 | 2020-09-24 | $3,618 | $2,810 | $808 | $808 |
| Riverbridge - 7 Shs BIO-TECHNE CORP | P | 2020-03-26 | 2020-09-24 | $1,689 | $1,288 | $401 | $401 |
| Riverbridge - 159 Shs BLACKLINE INC | P | 2019-02-01 | 2020-09-24 | $13,392 | $7,765 | $5,627 | $5,627 |
| Riverbridge - 53 Shs BLACKLINE INC | P | 2020-03-26 | 2020-09-24 | $4,464 | $2,820 | $1,644 | $1,644 |
| Riverbridge - 25 Shs CABOT MICROELECTRONICS CORP | P | 2019-02-01 | 2020-09-24 | $3,429 | $2,576 | $853 | $853 |
| Riverbridge - 17 Shs CABOT MICROELECTRONICS CORP | P | 2020-03-26 | 2020-09-24 | $2,332 | $1,903 | $429 | $429 |
| Riverbridge - 77 Shs CALAVO GROWERS INC | P | 2019-02-01 | 2020-09-24 | $5,113 | $5,997 | -$884 | -$884 |
| Riverbridge - 188 Shs CANTEL MEDICAL CORP | P | 2019-02-01 | 2020-03-27 | $6,230 | $15,241 | -$9,011 | -$9,011 |
| Riverbridge - 392 Shs CANTEL MEDICAL CORP | P | 2019-02-01 | 2020-03-27 | $12,810 | $31,780 | -$18,970 | -$18,970 |
| Riverbridge - 23 Shs CANTEL MEDICAL CORP | P | 2020-03-26 | 2020-03-27 | $752 | $818 | -$66 | -$66 |
| Riverbridge - 78 Shs CASS INFORMATION SYSTEMS INC | P | 2019-02-01 | 2020-09-24 | $2,962 | $3,909 | -$947 | -$947 |
| Riverbridge - 911 Shs CHEGG INC | P | 2019-02-01 | 2020-07-24 | $65,712 | $32,246 | $33,466 | $33,466 |
| Riverbridge - 187 Shs CHEGG INC | P | 2019-02-01 | 2020-05-08 | $11,224 | $6,619 | $4,605 | $4,605 |
| Riverbridge - 572 Shs CHEGG INC | P | 2019-02-01 | 2020-05-07 | $33,908 | $20,247 | $13,661 | $13,661 |
| Riverbridge - 40 Shs CHEGG INC | P | 2019-02-06 | 2020-05-07 | $2,371 | $1,428 | $943 | $943 |
| Riverbridge - 48 Shs CHEGG INC | P | 2020-03-26 | 2020-05-07 | $2,845 | $1,716 | $1,129 | $1,129 |
| Riverbridge - 26 Shs CHEMED CORP | P | 2019-02-01 | 2020-09-24 | $12,368 | $7,772 | $4,596 | $4,596 |
| Riverbridge - 32 Shs CHEMED CORP | P | 2019-02-01 | 2020-04-22 | $13,409 | $9,565 | $3,844 | $3,844 |
| Riverbridge - 30 Shs CHEMED CORP | P | 2019-02-01 | 2020-04-21 | $12,307 | $8,967 | $3,340 | $3,340 |
| Riverbridge - 10 Shs CHEMED CORP | P | 2020-03-26 | 2020-04-21 | $4,102 | $3,936 | $166 | $166 |
| Riverbridge - 163 Shs DESCARTES SYSTEMS GRP/THE | P | 2019-05-03 | 2020-09-24 | $8,488 | $6,617 | $1,871 | $1,871 |
| Riverbridge - 59 Shs DORMAN PRODUCTS INC | P | 2019-02-01 | 2020-09-24 | $4,900 | $5,044 | -$144 | -$144 |
| Riverbridge - 151 Shs ENSIGN GROUP INC/THE | P | 2020-04-21 | 2020-09-24 | $8,232 | $5,484 | $2,748 | $2,748 |
| Riverbridge - 688 Shs EVOLENT HEALTH INC - A | P | 2019-02-01 | 2020-04-28 | $4,830 | $12,091 | -$7,261 | -$7,261 |
| Riverbridge - 131 Shs EVOLENT HEALTH INC - A | P | 2019-02-01 | 2020-04-28 | $920 | $2,170 | -$1,250 | -$1,250 |
| Riverbridge - 663 Shs EVOLENT HEALTH INC - A | P | 2019-02-01 | 2020-04-27 | $4,513 | $11,652 | -$7,139 | -$7,139 |
| Riverbridge - 200 Shs EVOLENT HEALTH INC - A | P | 2019-02-01 | 2020-04-27 | $1,369 | $3,515 | -$2,146 | -$2,146 |
| Riverbridge - 839 Shs EVOLENT HEALTH INC - A | P | 2019-02-01 | 2020-04-24 | $5,661 | $13,326 | -$7,665 | -$7,665 |
| Riverbridge - 84 Shs EXLSERVICE HOLDINGS INC | P | 2019-02-01 | 2020-09-24 | $5,164 | $4,919 | $245 | $245 |
| Riverbridge - 76 Shs EXPONENT INC | P | 2019-02-01 | 2020-09-24 | $5,452 | $3,725 | $1,727 | $1,727 |
| Riverbridge - 50 Shs EXPONENT INC | P | 2020-03-26 | 2020-09-24 | $3,587 | $3,327 | $260 | $260 |
| Riverbridge - 71 Shs FIVE BELOW | P | 2019-02-01 | 2020-11-19 | $10,917 | $8,786 | $2,131 | $2,131 |
| Riverbridge - 306 Shs FIVE BELOW | P | 2019-02-01 | 2020-11-19 | $47,151 | $37,866 | $9,285 | $9,285 |
| Riverbridge - 147 Shs FIVE BELOW | P | 2019-02-01 | 2020-09-24 | $18,710 | $18,190 | $520 | $520 |
| Riverbridge - 20 Shs FIVE BELOW | P | 2019-02-06 | 2020-09-24 | $2,546 | $2,527 | $19 | $19 |
| Riverbridge - 91 Shs FIVE9 INC | P | 2019-06-17 | 2020-09-24 | $11,284 | $4,797 | $6,487 | $6,487 |
| Riverbridge - 35 Shs FIVE9 INC | P | 2020-03-26 | 2020-09-24 | $4,340 | $2,558 | $1,782 | $1,782 |
| Riverbridge - 73 Shs FLOOR & DECOR HOLDINGS INC-A | P | 2017-11-16 | 2020-09-24 | $5,283 | $2,628 | $2,655 | $2,655 |
| Riverbridge - 100 Shs FLOOR & DECOR HOLDINGS INC-A | P | 2018-08-01 | 2020-09-24 | $7,238 | $4,790 | $2,448 | $2,448 |
| Riverbridge - 77 Shs FRESHPET INC | P | 2019-02-01 | 2020-09-24 | $8,136 | $2,716 | $5,420 | $5,420 |
| Riverbridge - 36 Shs FRESHPET INC | P | 2020-03-26 | 2020-09-24 | $3,804 | $2,207 | $1,597 | $1,597 |
| Riverbridge - 54 Shs FRESHPET INC | P | 2019-02-01 | 2020-01-28 | $3,572 | $1,905 | $1,667 | $1,667 |
| Riverbridge - 159 Shs FRESHPET INC | P | 2019-02-01 | 2020-01-27 | $10,487 | $5,609 | $4,878 | $4,878 |
| Riverbridge - 74 Shs FRESHPET INC | P | 2019-02-01 | 2020-01-24 | $4,865 | $2,610 | $2,255 | $2,255 |
| Riverbridge - 245 Shs GENTEX CORP | P | 2019-02-01 | 2020-09-24 | $6,178 | $5,164 | $1,014 | $1,014 |
| Riverbridge - 81 Shs GENTEX CORP | P | 2020-03-26 | 2020-09-24 | $2,042 | $1,796 | $246 | $246 |
| Riverbridge - 90 Shs GLOBANT SA | P | 2019-02-01 | 2020-09-24 | $15,328 | $6,079 | $9,249 | $9,249 |
| Riverbridge - 50 Shs GLOBANT SA | P | 2020-03-26 | 2020-09-24 | $8,515 | $4,502 | $4,013 | $4,013 |
| Riverbridge - 36 Shs GOOSEHEAD INSURANCE INC -A | P | 2020-03-20 | 2020-09-24 | $2,871 | $1,616 | $1,255 | $1,255 |
| Riverbridge - 20 Shs GOOSEHEAD INSURANCE INC -A | P | 2020-03-26 | 2020-09-24 | $1,595 | $923 | $672 | $672 |
| Riverbridge - 50 Shs GRAND CANYON EDUCATION INC | P | 2018-03-05 | 2020-09-24 | $4,096 | $4,875 | -$779 | -$779 |
| Riverbridge - 50 Shs GRAND CANYON EDUCATION INC | P | 2018-12-04 | 2020-09-24 | $4,096 | $6,088 | -$1,992 | -$1,992 |
| Riverbridge - 42 Shs GRAND CANYON EDUCATION INC | P | 2019-02-01 | 2020-09-24 | $3,441 | $3,914 | -$473 | -$473 |
| Riverbridge - 46 Shs HEALTH CATALYST INC | P | 2020-09-03 | 2020-09-24 | $1,605 | $1,522 | $83 | $83 |
| Riverbridge - 192 Shs HEALTH CATALYST INC | P | 2020-09-02 | 2020-09-24 | $6,700 | $6,378 | $322 | $322 |
| Riverbridge - 421 Shs HEALTHCARE SERVICES GROUP | P | 2019-02-01 | 2020-09-24 | $8,726 | $17,406 | -$8,680 | -$8,680 |
| Riverbridge - 126 Shs HEALTHSTREAM INC | P | 2019-02-01 | 2020-01-14 | $3,360 | $3,162 | $198 | $198 |
| Riverbridge - 103 Shs HEALTHSTREAM INC | P | 2019-02-01 | 2020-01-13 | $2,727 | $2,584 | $143 | $143 |
| Riverbridge - 89 Shs HEALTHSTREAM INC | P | 2019-02-01 | 2020-01-10 | $2,341 | $2,233 | $108 | $108 |
| Riverbridge - 51 Shs HEALTHSTREAM INC | P | 2019-02-01 | 2020-01-09 | $1,353 | $1,280 | $73 | $73 |
| Riverbridge - 177 Shs HEALTHSTREAM INC | P | 2019-02-01 | 2020-01-08 | $4,690 | $4,441 | $249 | $249 |
| Riverbridge - 37 Shs HEALTHSTREAM INC | P | 2019-02-01 | 2020-01-07 | $983 | $928 | $55 | $55 |
| Riverbridge - 114 Shs HEALTHSTREAM INC | P | 2019-02-01 | 2020-01-06 | $3,068 | $2,860 | $208 | $208 |
| Riverbridge - 57 Shs HEALTHSTREAM INC | P | 2019-02-01 | 2020-01-03 | $1,536 | $1,430 | $106 | $106 |
| Riverbridge - 64 Shs HEALTHSTREAM INC | P | 2019-02-01 | 2020-01-02 | $1,727 | $1,606 | $121 | $121 |
| Riverbridge - 67 Shs HESKA CORP | P | 2019-02-01 | 2020-09-24 | $6,523 | $6,634 | -$111 | -$111 |
| Riverbridge - 62 Shs INOGEN INC | P | 2019-05-31 | 2020-09-24 | $1,706 | $3,998 | -$2,292 | -$2,292 |
| Riverbridge - 358 Shs INOVALON HOLDINGS INC - A | P | 2020-01-15 | 2020-09-24 | $8,920 | $7,171 | $1,749 | $1,749 |
| Riverbridge - 50 Shs KADANT INC | P | 2020-05-06 | 2020-09-24 | $5,312 | $4,078 | $1,234 | $1,234 |
| Riverbridge - 200 Shs KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC | P | 2017-11-07 | 2020-01-24 | $7,507 | $7,677 | -$170 | -$170 |
| Riverbridge - 200 Shs KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC | P | 2017-11-07 | 2020-01-24 | $7,507 | $7,721 | -$214 | -$214 |
| Riverbridge - 100 Shs KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC | P | 2017-11-17 | 2020-01-24 | $3,753 | $3,891 | -$138 | -$138 |
| Riverbridge - 200 Shs KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC | P | 2018-08-31 | 2020-01-24 | $7,507 | $6,840 | $667 | $667 |
| Riverbridge - 50 Shs KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC | P | 2018-04-11 | 2020-01-24 | $1,877 | $2,161 | -$284 | -$284 |
| Riverbridge - 50 Shs KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC | P | 2018-04-13 | 2020-01-24 | $1,877 | $2,156 | -$279 | -$279 |
| Riverbridge - 100 Shs KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC | P | 2018-04-24 | 2020-01-24 | $3,753 | $4,179 | -$426 | -$426 |
| Riverbridge - 190 Shs KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC | P | 2019-02-01 | 2020-01-24 | $7,132 | $6,109 | $1,023 | $1,023 |
| Riverbridge - 138 Shs KORNIT DIGITAL LTD | P | 2020-01-30 | 2020-09-24 | $8,318 | $5,771 | $2,547 | $2,547 |
| Riverbridge - 33 Shs KORNIT DIGITAL LTD | P | 2020-01-31 | 2020-09-24 | $1,989 | $1,376 | $613 | $613 |
| Riverbridge - 107 Shs MAXIMUS INC | P | 2019-02-01 | 2020-09-24 | $7,160 | $7,516 | -$356 | -$356 |
| Riverbridge - 250 Shs MOBILE MINI INC | P | 2019-02-01 | 2020-05-07 | $6,881 | $8,577 | -$1,696 | -$1,696 |
| Riverbridge - 4 Shs MOBILE MINI INC | P | 2019-02-01 | 2020-05-06 | $105 | $137 | -$32 | -$32 |
| Riverbridge - 200 Shs MOBILE MINI INC | P | 2019-02-06 | 2020-05-06 | $5,245 | $7,412 | -$2,167 | -$2,167 |
| Riverbridge - 188 Shs NATIONAL INSTRUMENTS CORP | P | 2019-02-01 | 2020-09-24 | $6,490 | $8,400 | -$1,910 | -$1,910 |
| Riverbridge - 40 Shs NATIONAL INSTRUMENTS CORP | P | 2019-02-06 | 2020-09-24 | $1,381 | $1,806 | -$425 | -$425 |
| Riverbridge - 227 Shs NATIONAL VISION HOLDINGS INC | P | 2019-05-28 | 2020-09-24 | $8,423 | $6,608 | $1,815 | $1,815 |
| Riverbridge - 49 Shs NEOGEN CORP | P | 2019-09-06 | 2020-09-24 | $3,621 | $3,568 | $53 | $53 |
| Riverbridge - 72 Shs NEOGEN CORP | P | 2019-09-10 | 2020-09-24 | $5,321 | $5,220 | $101 | $101 |
| Riverbridge - 123 Shs OLLIE'S BARGAIN OUTLET HOLDI | P | 2020-01-24 | 2020-09-24 | $10,714 | $7,098 | $3,616 | $3,616 |
| Riverbridge - 11 Shs ORTHOPEDIATRICS CORP | P | 2019-09-13 | 2020-09-24 | $468 | $410 | $58 | $58 |
| Riverbridge - 80 Shs ORTHOPEDIATRICS CORP | P | 2019-09-16 | 2020-09-24 | $3,404 | $3,061 | $343 | $343 |
| Riverbridge - 25 Shs ORTHOPEDIATRICS CORP | P | 2019-09-16 | 2020-09-24 | $1,064 | $942 | $122 | $122 |
| Riverbridge - 29 Shs PAYLOCITY HOLDING CORP | P | 2020-03-26 | 2020-09-24 | $4,245 | $2,677 | $1,568 | $1,568 |
| Riverbridge - 64 Shs PAYLOCITY HOLDING CORP | P | 2017-06-06 | 2020-09-24 | $9,368 | $3,119 | $6,249 | $6,249 |
| Riverbridge - 101 Shs PAYLOCITY HOLDING CORP | P | 2019-02-01 | 2020-01-27 | $13,648 | $7,283 | $6,365 | $6,365 |
| Riverbridge - 37 Shs PAYLOCITY HOLDING CORP | P | 2017-06-06 | 2020-01-27 | $5,000 | $1,803 | $3,197 | $3,197 |
| Riverbridge - 126 Shs PAYLOCITY HOLDING CORP | P | 2019-02-01 | 2020-01-24 | $17,597 | $9,085 | $8,512 | $8,512 |
| Riverbridge - 115 Shs PEGASYSTEMS INC | P | 2019-02-01 | 2020-09-24 | $13,479 | $6,521 | $6,958 | $6,958 |
| Riverbridge - 59 Shs PEGASYSTEMS INC | P | 2020-03-26 | 2020-09-24 | $6,915 | $4,363 | $2,552 | $2,552 |
| Riverbridge - 8 Shs PENNANT GROUP INC/THE NON-TRADEABLE ASSET CORP ACTIONS C | P | 2020-08-18 | 2020-09-24 | $286 | $316 | -$30 | -$30 |
| Riverbridge - 67 Shs PENNANT GROUP INC/THE NON-TRADEABLE ASSET CORP ACTIONS | P | 2020-08-19 | 2020-09-24 | $2,393 | $2,807 | -$414 | -$414 |
| Riverbridge - 67 Shs PENNANT GROUP INC/THE NON-TRADEABLE ASSET CORP ACTIONS | P | 2020-08-20 | 2020-09-24 | $2,393 | $2,747 | -$354 | -$354 |
| Riverbridge - 17 Shs PETIQ INC | P | 2020-05-06 | 2020-09-24 | $520 | $498 | $22 | $22 |
| Riverbridge - 121 Shs PETIQ INC | P | 2020-04-29 | 2020-09-24 | $3,702 | $3,615 | $87 | $87 |
| Riverbridge - 18 Shs PETIQ INC | P | 2020-04-29 | 2020-09-24 | $551 | $542 | $9 | $9 |
| Riverbridge - 109 Shs POWER INTEGRATIONS INC | P | 2019-02-01 | 2020-09-24 | $5,687 | $3,626 | $2,061 | $2,061 |
| Riverbridge - 40 Shs POWER INTEGRATIONS INC | P | 2020-03-26 | 2020-09-24 | $2,087 | $1,861 | $226 | $226 |
| Riverbridge - 105 Shs PRA GROUP INC | P | 2019-02-01 | 2020-09-24 | $4,134 | $3,109 | $1,025 | $1,025 |
| Riverbridge - 40 Shs PRA GROUP INC | P | 2019-02-06 | 2020-09-24 | $1,575 | $1,207 | $368 | $368 |
| Riverbridge - 52 Shs PRA GROUP INC | P | 2020-03-26 | 2020-09-24 | $2,047 | $1,545 | $502 | $502 |
| Riverbridge - 177 Shs PROS HOLDINGS INC | P | 2019-02-01 | 2020-09-24 | $5,507 | $6,129 | -$622 | -$622 |
| Riverbridge - 137 Shs PROTO LABS INC | P | 2019-02-01 | 2020-10-22 | $18,812 | $17,232 | $1,580 | $1,580 |
| Riverbridge - 59 Shs PROTO LABS INC | P | 2019-02-01 | 2020-10-21 | $8,073 | $7,421 | $652 | $652 |
| Riverbridge - 131 Shs PROTO LABS INC | P | 2019-02-01 | 2020-09-24 | $16,868 | $16,477 | $391 | $391 |
| Riverbridge - 298 Shs RITCHIE BROS AUCTIONEERS | P | 2019-02-01 | 2020-09-24 | $16,674 | $10,804 | $5,870 | $5,870 |
| Riverbridge - 44 Shs ROGERS CORP | P | 2019-10-17 | 2020-09-24 | $4,303 | $6,654 | -$2,351 | -$2,351 |
| Riverbridge - 111 Shs SERVICEMASTER GLOBAL HLDGS INC | P | 2020-04-27 | 2020-09-24 | $4,276 | $3,391 | $885 | $885 |
| Riverbridge - 93 Shs SERVICEMASTER GLOBAL HLDGS INC | P | 2020-04-28 | 2020-09-24 | $3,583 | $3,004 | $579 | $579 |
| Riverbridge - 0 Shs SMART TECHNOLOGIES INC | P | 2020-01-01 | 2020-12-31 | $11 | $11 | $11 | |
| Riverbridge - 221 Shs SPS COMMERCE INC | P | 2019-02-01 | 2020-09-24 | $15,998 | $9,843 | $6,155 | $6,155 |
| Riverbridge - 302 Shs TELADOC HEALTH INC | P | 2019-04-02 | 2020-04-22 | $54,025 | $16,683 | $37,342 | $37,342 |
| Riverbridge - 21 Shs TELADOC HEALTH INC | P | 2020-03-26 | 2020-04-21 | $3,750 | $3,187 | $563 | $563 |
| Riverbridge - 181 Shs TELADOC HEALTH INC | P | 2019-04-02 | 2020-04-21 | $32,323 | $9,999 | $22,324 | $22,324 |
| Riverbridge - 49 Shs TELADOC HEALTH INC | P | 2019-02-01 | 2020-03-16 | $6,105 | $3,148 | $2,957 | $2,957 |
| Riverbridge - 447 Shs TELADOC HEALTH INC | P | 2019-02-01 | 2020-03-16 | $56,823 | $28,719 | $28,104 | $28,104 |
| Riverbridge - 38 Shs TELADOC HEALTH INC | P | 2019-04-02 | 2020-03-16 | $4,831 | $2,099 | $2,732 | $2,732 |
| Riverbridge - 230 Shs TELADOC HEALTH INC | P | 2019-02-01 | 2020-01-24 | $22,739 | $14,777 | $7,962 | $7,962 |
| Riverbridge - 191 Shs TRUPANION INC | P | 2019-02-01 | 2020-05-08 | $5,763 | $5,041 | $722 | $722 |
| Riverbridge - 272 Shs TRUPANION INC | P | 2019-02-01 | 2020-05-07 | $8,042 | $7,179 | $863 | $863 |
| Riverbridge - 234 Shs TRUPANION INC | P | 2019-02-01 | 2020-05-06 | $6,780 | $6,176 | $604 | $604 |
| Riverbridge - 43 Shs TRUPANION INC | P | 2019-02-01 | 2020-05-05 | $1,249 | $1,135 | $114 | $114 |
| Riverbridge - 32 Shs TRUPANION INC | P | 2020-03-26 | 2020-05-05 | $929 | $868 | $61 | $61 |
| Riverbridge - 87 Shs U.S. PHYSICAL THERAPY INC | P | 2019-02-01 | 2020-09-24 | $7,140 | $9,305 | -$2,165 | -$2,165 |
| Riverbridge - 509 Shs VERINT SYSTEMS INC | P | 2019-02-01 | 2020-07-08 | $22,068 | $24,753 | -$2,685 | -$2,685 |
| Riverbridge - 37 Shs VERINT SYSTEMS INC | P | 2020-03-26 | 2020-07-08 | $1,604 | $1,581 | $23 | $23 |
| Riverbridge - 128 Shs VERINT SYSTEMS INC | P | 2019-02-01 | 2020-07-07 | $5,589 | $6,225 | -$636 | -$636 |
| Riverbridge - 173 Shs VERINT SYSTEMS INC | P | 2019-02-01 | 2020-07-06 | $7,753 | $8,413 | -$660 | -$660 |
| Riverbridge - 0 Shs WILLSCOT CORP | P | 2020-01-01 | 2020-12-31 | $2 | $2 | $2 | |
| Riverbridge - 658 Shs WILLSCOT MOBILE MINI HOLDINGS | P | 2019-02-01 | 2020-09-24 | $10,512 | $9,387 | $1,125 | $1,125 |
| Riverbridge - 195 Shs WORKIVA INC | P | 2019-02-01 | 2020-09-24 | $10,659 | $8,161 | $2,498 | $2,498 |
| Riverbridge - 30 Shs WORKIVA INC | P | 2019-02-06 | 2020-09-24 | $1,640 | $1,277 | $363 | $363 |
| JPM #8006 - 55106.539 Shs ABERDEEN EMER MKTS-INST | P | 2018-11-26 | 2020-11-24 | $1,057,494 | $750,000 | $307,494 | $307,494 |
| JPM #8006 - 41806.02 Shs ABERDEEN EMER MKTS-INST | P | 2020-03-25 | 2020-11-24 | $802,258 | $500,000 | $302,258 | $302,258 |
| JPM #8006 - 106082.037 Shs ABERDEEN EMER MKTS-INST | P | 2012-07-05 | 2020-11-24 | $2,035,714 | $1,500,000 | $535,714 | $535,714 |
| JPM #8006 - 28872.51 Shs ABERDEEN EMER MKTS-INST | P | 2012-10-09 | 2020-11-24 | $554,063 | $431,933 | $122,130 | $122,130 |
| JPM #8006 - 60642.814 Shs ABERDEEN EMER MKTS-INST | P | 2018-03-08 | 2020-11-24 | $1,163,736 | $1,000,000 | $163,736 | $163,736 |
| JPM #8006 - 1594.911 Shs ABERDEEN EMER MKTS-INST | P | 2013-06-18 | 2020-11-24 | $30,606 | $23,254 | $7,352 | $7,352 |
| JPM #8006 - 309.872 Shs ABERDEEN EMER MKTS-INST | P | 2013-09-17 | 2020-11-24 | $5,946 | $4,524 | $1,422 | $1,422 |
| JPM #8006 - 1486.507 Shs ABERDEEN EMER MKTS-INST | P | 2013-12-24 | 2020-11-24 | $28,526 | $21,272 | $7,254 | $7,254 |
| JPM #8006 - 8154.572 Shs ABERDEEN EMER MKTS-INST | P | 2014-12-23 | 2020-11-24 | $156,486 | $109,434 | $47,052 | $47,052 |
| JPM #8006 - 537.146 Shs ABERDEEN EMER MKTS-INST | P | 2014-12-23 | 2020-11-24 | $10,308 | $7,209 | $3,099 | $3,099 |
| JPM #8006 - 1378.691 Shs ABERDEEN EMER MKTS-INST | P | 2015-06-23 | 2020-11-24 | $26,457 | $18,847 | $7,610 | $7,610 |
| JPM #8006 - 113360.324 Shs BRANDYWINEGLB-GLB UNCON B-IS | P | 2013-08-28 | 2020-09-24 | $1,362,591 | $1,420,642 | -$58,051 | -$58,051 |
| JPM #8006 - 40950.041 Shs BRANDYWINEGLB-GLB UNCON B-IS | P | 2017-05-11 | 2020-09-24 | $492,220 | $513,189 | -$20,969 | -$20,969 |
| JPM #8006 - 76163.22 Shs BRANDYWINEGLB-GLB UNCON B-IS | P | 2017-11-22 | 2020-09-24 | $915,482 | $954,484 | -$39,002 | -$39,002 |
| JPM #8006 - 12761.598 Shs Legg-Mason | P | 2017-11-22 | 2020-03-25 | $136,804 | $157,861 | -$21,057 | -$21,057 |
| JPM #8006 - 10559.298 Shs Legg-Mason | P | 2018-03-08 | 2020-03-25 | $113,196 | $131,991 | -$18,795 | -$18,795 |
| JPM #8006 - 39370.079 Shs LAZARD GLBL LSTD INFRA-INST | P | 2018-01-05 | 2020-03-25 | $500,000 | $636,614 | -$136,614 | -$136,614 |
| JPM #8006 - 149105.368 Shs TIAA-CREF CORE IMPCT BD-INST | P | 2019-10-10 | 2020-03-25 | $1,500,000 | $1,595,427 | -$95,427 | -$95,427 |
| JPM #8006 - 40160 Shs BP | D | 2020-01-01 | 2020-01-16 | $1,558,620 | $5,210 | $1,553,410 | $1,553,410 |
| Artisan Sustainable Emerging Markets | P | 2020-11-27 | 2020-12-31 | $4,629,758 | $4,629,758 | $0 | $0 |
| JPM #8006 -236122.866 Shs Pzena Emerging Mkts Foc Val Fund | P | 2019-12-31 | 2020-09-24 | $2,503,101 | $3,055,573 | -$552,472 | -$552,472 |
| JPM #8006 - 90937.087 Shs DFA Emerging Mrkts Sml Cap | P | 2020-06-30 | 2020-09-24 | $1,765,089 | $1,891,371 | -$126,282 | -$126,282 |
| 63.31 Shs Russell 1000 Growth Fd | P | 2020-03-30 | 2020-04-06 | $2,627 | $2,371 | $256 | $256 |
| 10777.93 Shs Russell 1000 Growth Fd | P | 2020-03-30 | 2020-07-18 | $500,000 | $403,704 | $96,296 | $96,296 |
| 50.7 Shs Russell 1000 Growth Fd | P | 2020-03-30 | 2020-06-09 | $2,601 | $1,899 | $702 | $702 |
| 17570.15 Shs Russell 1000 Growth Fd | P | 2020-03-30 | 2020-09-29 | $1,000,000 | $658,117 | $341,883 | $341,883 |
| 44.92 Shs Russell 1000 Growth Fd | P | 2020-03-30 | 2020-09-22 | $2,564 | $1,683 | $881 | $881 |
| 47.08 Shs Russell 1000 Growth Fd | P | 2020-03-30 | 2020-11-05 | $2,892 | $1,983 | $909 | $909 |
| 40695.36 Shs Russell 1000 Growth Fd | P | 2020-03-30 | 2020-11-25 | $2,500,000 | $1,714,353 | $785,647 | $785,647 |
| 75.58 Shs Russell 1000 Value Fd | P | 2020-03-30 | 2020-04-06 | $2,482 | $2,905 | -$423 | -$423 |
| 56.51 Shs Russell 1000 Value Fd | P | 2020-03-30 | 2020-06-09 | $2,242 | $2,172 | $70 | $70 |
| 62.24 Shs Russell 1000 Value Fd | P | 2020-03-30 | 2020-09-22 | $2,389 | $2,392 | -$3 | -$3 |
| 55.42 Shs Russell 1000 Value Fd | P | 2020-03-30 | 2020-11-05 | $2,239 | $2,334 | -$95 | -$95 |
| 30084.236 Shs Voya Securitized Credit Fund | P | 2020-02-28 | 2020-03-27 | $250,000 | $311,363 | -$61,363 | -$61,363 |
| 786.12 Shs Wellington Int'l Quality Growth | P | 2020-01-31 | 2020-01-31 | $12,790 | $11,922 | $868 | $868 |
| 827.003 Shs Wellington Int'l Quality Growth | P | 2020-04-30 | 2020-04-30 | $12,099 | $12,504 | -$405 | -$405 |
| 721.114 Shs Wellington Int'l Quality Growth | P | 2020-07-31 | 2020-07-31 | $12,555 | $10,906 | $1,649 | $1,649 |
| 825.106 Shs Wellington Int'l Quality Growth | P | 2020-10-31 | 2020-10-31 | $14,604 | $12,483 | $2,121 | $2,121 |
| 405.6181 Shs Ironwood Int'l | P | 2004-12-31 | 2020-07-22 | $1,000,000 | $474,369 | $525,631 | $525,631 |
| 59.77 Shs Russell 1000 Growth Fd | P | 2018-12-07 | 2020-02-28 | $2,666 | $2,234 | $432 | $432 |
| 63.51 Shs Russell 1000 Value Fd | P | 2018-12-07 | 2020-02-28 | $2,446 | $2,463 | -$17 | -$17 |
| 2,500 Shs Southpoint Qualified Offshore Fund | P | 2018-01-31 | 2020-01-31 | $2,500,000 | $2,500,000 | $0 | $0 |
| OCM - Gain on Disposition of Partnership Interest | P | 2019-01-01 | 2020-12-31 | $725 | $725 | $725 | |
| ASF VI - Distrib in excess of basis | P | 2019-01-01 | 2020-12-31 | $175,947 | $175,947 | $175,947 | |
| AXA Secondary Fund V - distribution in excess of basis | P | 2019-01-01 | 2020-12-31 | $11,123 | $11,123 | $11,123 | |
| Coller - distribution in excess of basis | P | 2019-01-01 | 2020-12-31 | $4,990 | $4,990 | $4,990 | |
| LCP VII - distribution in excess of basis | P | 2019-01-01 | 2020-12-31 | $47,495 | $47,495 | $47,495 | |
| RCP VII - distribution in excess of basis | P | 2019-01-01 | 2020-12-31 | $409,000 | $409,000 | $409,000 | |
| Aberdeen (FLAG) International Partners II LP | P | 2019-01-01 | 2020-12-31 | $0 | $0 | ||
| Aberdeen (FLAG) International Partners LP | P | 2019-01-01 | 2020-12-31 | $4 | -$4 | -$4 | |
| Aberdeen (FLAG) Private Equity III LP | P | 2019-01-01 | 2020-12-31 | $302 | -$302 | -$302 | |
| Aberdeen (FLAG) Private Equity IV LP | P | 2019-01-01 | 2020-12-31 | $691 | -$691 | -$691 | |
| Aberdeen (FLAG) Venture Partners VI LP | P | 2019-01-01 | 2020-12-31 | $8 | $8 | $8 | |
| Artisan Sustainable Emerging Markets | P | 2019-01-01 | 2020-12-31 | $24,599 | $24,599 | $24,599 | |
| Boulder Ventures IV Annex | P | 2019-01-01 | 2020-12-31 | $0 | $0 | ||
| Catalio (Camden Partners) Nexus Fund, L.P. | P | 2019-01-01 | 2020-12-31 | $0 | $0 | ||
| Catalio (Camden Partners) Nexus Fund, L.P. II | P | 2019-01-01 | 2020-12-31 | $0 | $0 | ||
| Commonfund International Partners VI | P | 2019-01-01 | 2020-12-31 | $0 | $0 | ||
| Commonfund Private Equity Partners V | P | 2019-01-01 | 2020-12-31 | $14 | $14 | $14 | |
| Commonfund Private Equity Partners VII | P | 2019-01-01 | 2020-12-31 | $52 | -$52 | -$52 | |
| Commonfund Venture Partners VI | P | 2019-01-01 | 2020-12-31 | $294 | -$294 | -$294 | |
| Ecosystem Investment Partners IV | P | 2019-01-01 | 2020-12-31 | $0 | $0 | ||
| Gatewood Capital Opportunity Fund L.P. | P | 2019-01-01 | 2020-12-31 | $0 | $0 | ||
| Industry Venture Partners VII LP | P | 2019-01-01 | 2020-12-31 | $560 | $560 | $560 | |
| Industry Venture Partners VIII LP | P | 2019-01-01 | 2020-12-31 | $4,920 | $4,920 | $4,920 | |
| Neuberger Berman Income Plus Fund | P | 2019-01-01 | 2020-12-31 | $41,047 | $41,047 | $41,047 | |
| New Mountain Partners V (AIV-A2), LP | P | 2019-01-01 | 2020-12-31 | $0 | $0 | ||
| New Mountain Partners V, LP | P | 2019-01-01 | 2020-12-31 | $0 | $0 | ||
| New Mountain VI | P | 2019-01-01 | 2020-12-31 | $0 | $0 | ||
| New Mountain VI Aggregator | P | 2019-01-01 | 2020-12-31 | $0 | $0 | ||
| Oaktree Real Estate Opportunities Fund V | P | 2019-01-01 | 2020-12-31 | $39 | $39 | $39 | |
| OCM European Principal Opportunities Fd II | P | 2019-01-01 | 2020-12-31 | $249 | -$249 | -$249 | |
| OCM Mezzanine Fund II | P | 2019-01-01 | 2020-12-31 | $363 | $363 | $363 | |
| Rockefeller Global Equity Fund I | P | 2019-01-01 | 2020-12-31 | $47,690 | $47,690 | $47,690 | |
| Russell 1000 Growth Fund B | P | 2019-01-01 | 2020-12-31 | $89,006 | -$89,006 | -$89,006 | |
| Russell 1000 Value Fund B | P | 2019-01-01 | 2020-12-31 | $2,429 | $2,429 | $2,429 | |
| Siguler Guff Distressed Opportunities Fd III | P | 2019-01-01 | 2020-12-31 | $261 | -$261 | -$261 | |
| Siguler Guff Distressed Opportunities Fd IV | P | 2019-01-01 | 2020-12-31 | $2,461 | $2,461 | $2,461 | |
| SJF Ventures IV, LP | P | 2019-01-01 | 2020-12-31 | $0 | $0 | ||
| SJF Ventures V, LP | P | 2019-01-01 | 2020-12-31 | $0 | $0 | ||
| Spur Ventures III | P | 2019-01-01 | 2020-12-31 | $786 | $786 | $786 | |
| Spur Ventures IV | P | 2019-01-01 | 2020-12-31 | $4,168 | $4,168 | $4,168 | |
| Spur Ventures V | P | 2019-01-01 | 2020-12-31 | $697 | $697 | $697 | |
| Spur Ventures VI | P | 2019-01-01 | 2020-12-31 | $1,006 | $1,006 | $1,006 | |
| Strategic Partners III, LP | P | 2019-01-01 | 2020-12-31 | $0 | $0 | ||
| Strategic Partners PB Feeder Fund IV | P | 2019-01-01 | 2020-12-31 | $6 | $6 | $6 | |
| The Rise Fund FOF, LP | P | 2019-01-01 | 2020-12-31 | $122 | -$122 | -$122 | |
| The Rise Fund II | P | 2019-01-01 | 2020-12-31 | $0 | $0 | ||
| Vista Equity Partners Fund VII | P | 2019-01-01 | 2020-12-31 | $0 | $0 | ||
| Wellington - CTF Intl Quality Growth | P | 2019-01-01 | 2020-12-31 | $157,333 | -$157,333 | -$157,333 | |
| Aberdeen (FLAG) International Partners II LP | P | 2020-01-01 | 2020-12-31 | $127,513 | $127,513 | $127,513 | |
| Aberdeen (FLAG) International Partners LP | P | 2020-01-01 | 2020-12-31 | $101,049 | $101,049 | $101,049 | |
| Aberdeen (FLAG) Private Equity III LP | P | 2020-01-01 | 2020-12-31 | $43,199 | $43,199 | $43,199 | |
| Aberdeen (FLAG) Private Equity IV LP | P | 2020-01-01 | 2020-12-31 | $44,012 | $44,012 | $44,012 | |
| Aberdeen (FLAG) Venture Partners VI LP | P | 2020-01-01 | 2020-12-31 | $96,759 | $96,759 | $96,759 | |
| Artisan Sustainable Emerging Markets | P | 2020-01-01 | 2020-12-31 | $586 | -$586 | -$586 | |
| Boulder Ventures IV Annex | P | 2020-01-01 | 2020-12-31 | $13 | $13 | $13 | |
| Catalio (Camden Partners) Nexus Fund, L.P. | P | 2020-01-01 | 2020-12-31 | $5,393 | -$5,393 | -$5,393 | |
| Catalio (Camden Partners) Nexus Fund, L.P. II | P | 2020-01-01 | 2020-12-31 | $0 | $0 | ||
| Commonfund International Partners VI | P | 2020-01-01 | 2020-12-31 | $36,159 | $36,159 | $36,159 | |
| Commonfund Private Equity Partners V | P | 2020-01-01 | 2020-12-31 | $11,978 | -$11,978 | -$11,978 | |
| Commonfund Private Equity Partners VII | P | 2020-01-01 | 2020-12-31 | $106,021 | $106,021 | $106,021 | |
| Commonfund Venture Partners VI | P | 2020-01-01 | 2020-12-31 | $3,596 | -$3,596 | -$3,596 | |
| Ecosystem Investment Partners IV | P | 2020-01-01 | 2020-12-31 | $0 | $0 | ||
| Gatewood Capital Opportunity Fund L.P. | P | 2020-01-01 | 2020-12-31 | $740 | $740 | $740 | |
| Industry Venture Partners VII LP | P | 2020-01-01 | 2020-12-31 | $118,288 | $118,288 | $118,288 | |
| Industry Venture Partners VIII LP | P | 2020-01-01 | 2020-12-31 | $50,968 | $50,968 | $50,968 | |
| Neuberger Berman Income Plus Fund | P | 2020-01-01 | 2020-12-31 | $582,026 | $582,026 | $582,026 | |
| New Mountain Partners V (AIV-A2), LP | P | 2020-01-01 | 2020-12-31 | $56,211 | $56,211 | $56,211 | |
| New Mountain Partners V, LP | P | 2020-01-01 | 2020-12-31 | $0 | $0 | ||
| New Mountain VI | P | 2020-01-01 | 2020-12-31 | $0 | $0 | ||
| New Mountain VI Aggregator | P | 2020-01-01 | 2020-12-31 | $0 | $0 | ||
| Oaktree Real Estate Opportunities Fund V | P | 2020-01-01 | 2020-12-31 | $33,980 | -$33,980 | -$33,980 | |
| OCM European Principal Opportunities Fd II | P | 2020-01-01 | 2020-12-31 | $4,799 | -$4,799 | -$4,799 | |
| OCM Mezzanine Fund II | P | 2020-01-01 | 2020-12-31 | $662 | -$662 | -$662 | |
| Rockefeller Global Equity Fund I | P | 2020-01-01 | 2020-12-31 | $923,242 | $923,242 | $923,242 | |
| Russell 1000 Growth Fund B | P | 2020-01-01 | 2020-12-31 | $1,806,265 | $1,806,265 | $1,806,265 | |
| Russell 1000 Value Fund B | P | 2020-01-01 | 2020-12-31 | $131,040 | $131,040 | $131,040 | |
| Siguler Guff Distressed Opportunities Fd III | P | 2020-01-01 | 2020-12-31 | $6,934 | $6,934 | $6,934 | |
| Siguler Guff Distressed Opportunities Fd IV | P | 2020-01-01 | 2020-12-31 | $4,310 | $4,310 | $4,310 | |
| SJF Ventures IV, LP | P | 2020-01-01 | 2020-12-31 | $190,415 | $190,415 | $190,415 | |
| SJF Ventures V, LP | P | 2020-01-01 | 2020-12-31 | $0 | $0 | ||
| Spur Ventures III | P | 2020-01-01 | 2020-12-31 | $238,137 | $238,137 | $238,137 | |
| Spur Ventures IV | P | 2020-01-01 | 2020-12-31 | $133,872 | $133,872 | $133,872 | |
| Spur Ventures V | P | 2020-01-01 | 2020-12-31 | $19,624 | $19,624 | $19,624 | |
| Spur Ventures VI | P | 2020-01-01 | 2020-12-31 | $261 | $261 | $261 | |
| Strategic Partners III, LP | P | 2020-01-01 | 2020-12-31 | $2,627 | -$2,627 | -$2,627 | |
| Strategic Partners PB Feeder Fund IV | P | 2020-01-01 | 2020-12-31 | $691 | $691 | $691 | |
| The Rise Fund FOF, LP | P | 2020-01-01 | 2020-12-31 | $4,910 | $4,910 | $4,910 | |
| The Rise Fund II | P | 2020-01-01 | 2020-12-31 | $0 | $0 | ||
| Vista Equity Partners Fund VII | P | 2020-01-01 | 2020-12-31 | $0 | $0 | ||
| Wellington - CTF Intl Quality Growth | P | 2020-01-01 | 2020-12-31 | $229,983 | $229,983 | $229,983 | |
| Capital Gains Dividends | P | $496,342 | $496,342 | $496,342 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,925,980 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $154,835 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $154,835 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $154,835 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $174,903 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $40,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $214,903 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $60,068 | OverpaymentAmt |
| Applied To ES Tax | $60,068 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| Michael J Hirschhorn | ||||||||
| c/o AFS One South St 2950 | Baltimore | MD | 21202 | President | 30.00 | $95,265 | $46,984 | $0 |
| Barbara S Roswell | ||||||||
| c/o AFS One South St 2950 | Baltimore | MD | 21202 | Vice President | 0.00 | $0 | $0 | $0 |
| Sarah H Shapiro | ||||||||
| c/o AFS One South St 2950 | Baltimore | MD | 21202 | Vice President | 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 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 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 | $120,646 | $44,546 | $0 |
| Betsy Ringel | ||||||||
| One South Street 2900 | Baltimore | MD | 21202 | Exec.Director | 16.00 | $103,032 | $26,335 | $0 |
| Lara Hall | ||||||||
| One South Street 2900 | Baltimore | MD | 21202 | Program Officer | 15.00 | $57,358 | $9,739 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Atapco Financial Services Inc | |||||
| One South Street 2950 | Baltimore | MD | 212023298 | Acct, Tax & Invest. | $139,500 |
| Mercer | |||||
| 500 West Madison St 2740 | Chicago | IL | 60661 | Inv Counsel/Mgmt Fee | $124,370 |
| Rockefeller & Company (via K-1) | |||||
| 30 Rockefeller Plaza Suite 5425 | New York | NY | 10112 | Investment Managemt | $120,989 |
| Wellington Wealth Management | |||||
| 280 Congress Street | Boston | MA | 02210 | Investment Managemt | $52,048 |
| 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 | $47,542 | Expenses1Amt |
| Total | $47,542 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $126,319,645 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,088,270 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $130,407,915 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $130,407,915 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,956,119 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $128,451,796 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,422,590 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,422,590 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $154,835 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $154,835 | TotalTaxAmt |
| Distributable Before Adj | $6,267,755 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $28,510 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,296,265 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,296,265 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,237,344 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $47,542 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $9,284,886 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $9,284,886 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,296,265 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,662,169 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,278,278 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,419,351 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,383,705 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,691,982 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $12,435,485 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,284,886 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,296,265 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,988,621 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $15,424,106 | 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 | $2,662,169 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,761,937 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,278,278 | ExcessFromYear4Amt |
| Excess From Year3 | $2,419,351 | ExcessFromYear3Amt |
| Excess From Year2 | $2,383,705 | ExcessFromYear2Amt |
| Excess From Year1 | $2,691,982 | ExcessFromYear1Amt |
| Excess From Current Year | $2,988,621 | 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 (219 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 | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Active Minds Inc | |||||||||||||
| 2001 South Street NW Suite 630 | Washington | DC | 20009 | N/A | 501(c)(3) | general support | $45,000 | ||||||
| Advocates for Children and Youth Inc | |||||||||||||
| 1 North Charles Street Suite 2400 | Baltimore | MD | 21202 | N/A | 501(c)(3) | general support | $15,000 | ||||||
| American Civil Liberties Union Foundation of Maryland | |||||||||||||
| Meadow Mill at Woodberry 3600 | Baltimore | MD | 21211 | N/A | 501(c)(3) | support for the Right to Education program | $75,000 | Clipper Mill Road Suite 350 | |||||
| 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 | $25,000 | ||||||
| American Friends of ELI | |||||||||||||
| P O Box 12 | Merion Station | PA | 19066 | N/A | 501(c)(3) | support for therapeutic services for abused children during the COVID-19 pandemic | $10,000 | ||||||
| American Friends of ITIM | |||||||||||||
| c/o KJ Technology 247 West 36th | New York | NY | 10018 | N/A | 501(c)(3) | renewed general support to promote religious freedom and pluralism in Israel | $25,000 | Street Fifth Floor | |||||
| American Friends Of Leket Israel Inc | |||||||||||||
| PO Box 2090 | Teaneck | NJ | 076661490 | N/A | 501(c)(3) | support for food distribution in response to COVID-19 in the Negev | $10,000 | ||||||
| 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 | |||||||||||||
| The Jacob Blaustein Building 165 | New York | NY | 100222746 | N/A | 501(c)(3) | annual support | $100,000 | East 56 Street | |||||
| 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 | ||||||
| The American Jewish Joint Distribution Committee | |||||||||||||
| 220 East 42nd Street | New York | NY | 10017 | N/A | 501(c)(3) | support for Teach First Israel's work in Bedouin schools | $30,000 | ||||||
| American Jewish World Service | |||||||||||||
| 45 West 36th Street 10th Floor | New York | NY | 100187904 | N/A | 501(c)(3) | renewed support for the early and child marriage program in India | $100,000 | ||||||
| American Visionary Art Museum Inc | |||||||||||||
| 800 Key Highway | Baltimore | MD | 212303940 | N/A | 501(c)(3) | general support including a one-time COVID response supplement | $45,000 | ||||||
| Americans for Ben-Gurion University | |||||||||||||
| 1001 Avenue of the Americas 19th | New York | NY | 10018 | N/A | 501(c)(3) | support for start-up costs associated with equipping and staffing new faculty members at the Jacob Blaustein Institutes for Desert Research | $200,000 | Floor | |||||
| 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 | $25,000 | Floor | |||||
| Art with a Heart Inc | |||||||||||||
| Mill No 1 3000 Falls Road | Baltimore | MD | 21211 | N/A | 501(c)(3) | matching gift | $200 | ||||||
| Arts Every Day Inc | |||||||||||||
| 120 West North Avenue Suite 303 | Baltimore | MD | 212015987 | N/A | 501(c)(3) | general support | $35,000 | ||||||
| Arts Every Day Inc | |||||||||||||
| 120 West North Avenue Suite 303 | Baltimore | MD | 212015987 | N/A | 501(c)(3) | support for the Baltimore Arts Passport project | $25,000 | ||||||
| The Associated Jewish Community Federation of Baltimore Inc | |||||||||||||
| 101 West Mount Royal Avenue | Baltimore | MD | 212015781 | N/A | 501(c)(3) | support for three Hillel campus programs in the Baltimore metropolitan area | $135,000 | ||||||
| The Associated Jewish Community Federation of Baltimore Inc | |||||||||||||
| 101 West Mount Royal Avenue | Baltimore | MD | 212015781 | 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 | 212015781 | N/A | 501(c)(3) | emergency response support for CHANA for the re-location of people at risk during the pandemic | $20,000 | ||||||
| The Associated Jewish Community Federation of Baltimore Inc | |||||||||||||
| 101 West Mount Royal Avenue | Baltimore | MD | 212015781 | N/A | 501(c)(3) | general support for the Annual Campaign | $1,300,000 | ||||||
| Asylum Access | |||||||||||||
| c/o Port Workspaces 344 Thomas L | Oakland | CA | 94612 | N/A | 501(c)(3) | COVID-19 emergency support | $7,500 | Berkley Way | |||||
| Asylum Access | |||||||||||||
| c/o Port Workspaces 344 Thomas L | Oakland | CA | 94612 | N/A | 501(c)(3) | renewed support to assist refugees in accessing their rights | $40,000 | Berkley Way | |||||
| AVODAH The Jewish Service Corps | |||||||||||||
| 125 Maiden Lane 8 | New York | NY | 10038 | N/A | 501(c)(3) | renewed general support | $75,000 | ||||||
| Baltimore Center Stage | |||||||||||||
| 700 North Calvert Street | Baltimore | MD | 212023602 | N/A | 501(c)(3) | emergency support in response to the COVID-19 pandemic | $15,000 | ||||||
| Baltimore Child First Authority Inc | |||||||||||||
| 3904 Hickory Avenue Suite 200 | Baltimore | MD | 21211 | N/A | 501(c)(3) | matching gift | $300 | ||||||
| Baltimore Child First Authority Inc | |||||||||||||
| 3904 Hickory Avenue Suite 200 | Baltimore | MD | 21211 | N/A | 501(c)(3) | matching gift | $300 | ||||||
| Baltimore Civic Fund | |||||||||||||
| One North Charles Street Suite 1600 | Baltimore | MD | 21201 | N/A | 501(c)(3) | emergency response support for the Baltimore Immigrant Community Fund for direct payments to individuals affected by the pandemic | $20,000 | ||||||
| Baltimore Civic Fund | |||||||||||||
| One North Charles Street Suite 1600 | Baltimore | MD | 21201 | N/A | 501(c)(3) | support for the Baltimore Health Corps Program | $85,000 | ||||||
| Baltimore Clayworks Inc | |||||||||||||
| 5707 Smith Avenue | Baltimore | MD | 21209 | N/A | 501(c)(3) | general support plus a one-time COVID-19 response supplement | $40,000 | ||||||
| Baltimore Corps | |||||||||||||
| 2401 Liberty Heights Avenue 2730 | Baltimore | MD | 21209 | N/A | 501(c)(3) | emergency support in response to the COVID-19 pandemic | $15,000 | ||||||
| Baltimore Corps | |||||||||||||
| 2401 Liberty Heights Avenue 2730 | Baltimore | MD | 21209 | N/A | 501(c)(3) | general support | $25,000 | ||||||
| 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 Symphony Orchestra | |||||||||||||
| 1212 Cathedral Street | Baltimore | MD | 212015556 | N/A | 501(c)(3) | general support including a one-time COVID response grant | $50,000 | ||||||
| Bend the Arc A Jewish Partnership for Justice | |||||||||||||
| 330 Seventh Avenue 19th Floor | New York | NY | 100015010 | N/A | 501(c)(3) | renewed support to engage Jews in promoting economic opportunity and social justice for all Americans | $100,000 | ||||||
| Bend the Arc A Jewish Partnership for Justice | |||||||||||||
| 330 Seventh Avenue 19th Floor | New York | NY | 100015010 | N/A | 501(c)(3) | renewed general support to 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 | $1,900 | ||||||
| Beth Am Synagogue | |||||||||||||
| 2701 North Charles Street Suite 402 | Baltimore | MD | 21218 | N/A | 501(c)(3) | matching gift | $400 | ||||||
| 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 | IS | 9546404 | ||||||
| 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) | general support | $65,000 | ||||||
| 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 | $30,000 | ||||||
| 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 | $15,000 | ||||||
| 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 | ||||||
| Citydance Ensemble Inc | |||||||||||||
| 4000 Albemarle Street NW Suite 304 | Washington | DC | 200161851 | N/A | 501(c)(3) | matching gift | $200 | ||||||
| Civic Works Inc | |||||||||||||
| 2701 Saint Lo Drive | Baltimore | MD | 212131100 | N/A | 501(c)(3) | emergency response support to distribute fresh produce to people affected by the pandemic | $10,000 | ||||||
| Code in the Schools | |||||||||||||
| 10 East North Avenue Third Floor | Baltimore | MD | 212024886 | N/A | 501(c)(3) | support for teacher professional development programming | $25,000 | ||||||
| Compassion Over Killing | |||||||||||||
| PO Box 9773 | Washington | DC | 20016 | N/A | 501(c)(3) | matching gift | $300 | ||||||
| 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 | $1,500 | ||||||
| Creative Alliance | |||||||||||||
| 3134 Eastern Avenue | Baltimore | MD | 212243963 | N/A | 501(c)(3) | general support | $20,000 | ||||||
| Culture Shock Washington DC Inc | |||||||||||||
| 606 Shore Acres Road | Arnold | MD | 210121647 | N/A | 501(c)(3) | matching gift | $670 | ||||||
| Digital Harbor Foundation | |||||||||||||
| 1045 Light Street | Baltimore | MD | 212304017 | N/A | 501(c)(3) | support for the Center of Excellence for Innovation in Technology Education | $25,000 | ||||||
| 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 | ||||||
| Disability Rights International | |||||||||||||
| 1825 K Street NW Suite 600 | Washington | DC | 20006 | N/A | 501(c)(3) | COVID-19 emergency response | $10,000 | ||||||
| Ecopeace Friends of the Earth Middle East | |||||||||||||
| c/o Mary Alexander6534 Spring | Alexandria | VA | 22312 | N/A | 501(c)(3) | renewed support for the project "Advancing Sanitation Solutions Along the Hebron-Negev-Gaza Basin" | $30,000 | Valley Drive | |||||
| Enoch Pratt Free Library of Baltimore City | |||||||||||||
| 400 Cathedral Street | Baltimore | MD | 212014401 | N/A | 501(c)(3) | support for the Branch Improvement Fund | $30,000 | ||||||
| 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 | |||||||||||||
| 1436 U Street NW Suite 100 | Washington | DC | 20009 | N/A | 501(c)(3) | support for the Science Program | $65,000 | ||||||
| The Everyman Theatre Inc | |||||||||||||
| 315 West Fayette Street | Baltimore | MD | 212013405 | N/A | 501(c)(3) | emergency support in response to the COVID-19 pandemic | $15,000 | ||||||
| The Everyman Theatre Inc | |||||||||||||
| 315 West Fayette Street | Baltimore | MD | 212013405 | N/A | 501(c)(3) | general support and support for education programs | $35,000 | ||||||
| The Family Tree | |||||||||||||
| 2108 North Charles Street | Baltimore | MD | 212185709 | N/A | 501(c)(3) | support for the Early Intervention Project | $30,000 | ||||||
| Farm Alliance of Baltimore | |||||||||||||
| 2701 Saint Lo Drive | Baltimore | MD | 212131100 | N/A | 501(c)(3) | emergency response support to provide technical assistance and support to urban farms in Baltimore during the pandemic | $15,000 | ||||||
| Firelight Foundation | |||||||||||||
| 903 Pacific Avenue Suite 307A | Santa Cruz | CA | 95060 | N/A | 501(c)(3) | renewed general support for the International Education Funders Group | $1,000 | ||||||
| Fish Feel | |||||||||||||
| 1200 Taney Road | Silver Spring | MD | 209042160 | N/A | 501(c)(3) | matching gift | $200 | ||||||
| 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 | ||||||
| Fractured Atlas | |||||||||||||
| 248 West 35th Street 10th Floor | New York | NY | 10001 | N/A | 501(c)(3) | matching gift | $200 | ||||||
| Friends of Israel's Environment | |||||||||||||
| c/o Beckwith Brown 231 Bussey | Dedham | MA | 02026 | N/A | 501(c)(3) | renewed general support for Adam Teva V'Din's environmental litigation and advocacy | $90,000 | Street | |||||
| Friends of the Arava Institute | |||||||||||||
| 1320 Centre Street Suite 206 | Newton Centre | MA | 02459 | N/A | 501(c)(3) | renewed scholarship support for Jordanian and Palestinian students | $50,000 | ||||||
| Fund for Educational Excellence | |||||||||||||
| 800 North Charles Street Suite 400 | Baltimore | MD | 212015322 | N/A | 501(c)(3) | support for Baltimore City Public Schools to develop daily wholeness activities, organized by theme and grade band | $25,000 | ||||||
| Fund for Educational Excellence | |||||||||||||
| 800 North Charles Street Suite 400 | Baltimore | MD | 212015322 | N/A | 501(c)(3) | support for the "RISE UP: Unidos con Padres" project of Baltimore City Public Schools | $41,750 | ||||||
| Fund for Educational Excellence | |||||||||||||
| 800 North Charles Street Suite 400 | Baltimore | MD | 212015322 | N/A | 501(c)(3) | matching gift | $200 | ||||||
| Fund for Educational Excellence | |||||||||||||
| 800 North Charles Street Suite 400 | Baltimore | MD | 212015322 | N/A | 501(c)(3) | matching gift | $1,000 | ||||||
| Fund for Educational Excellence | |||||||||||||
| 800 North Charles Street Suite 400 | Baltimore | MD | 212015322 | N/A | 501(c)(3) | support for Building A Generation: City Schools' Blueprint for Success of the Baltimore City Public Schools | $100,000 | ||||||
| Fund for Educational Excellence | |||||||||||||
| 800 North Charles Street Suite 400 | Baltimore | MD | 212015322 | N/A | 501(c)(3) | general support for Strong Schools Maryland | $35,000 | ||||||
| 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) | support for B'More Invested, a collaborative funding pool addressing COVID response with a race equity lens | $100,000 | ||||||
| Fund for Educational Excellence | |||||||||||||
| 800 North Charles Street Suite 400 | Baltimore | MD | 212015322 | N/A | 501(c)(3) | matching gift | $250 | ||||||
| Fund for Educational Excellence | |||||||||||||
| 800 North Charles Street Suite 400 | Baltimore | MD | 212015322 | N/A | 501(c)(3) | matching gift | $1,500 | ||||||
| Fund for Global Human Rights | |||||||||||||
| 1301 Connecticut Avenue NW Suite | Washington | DC | 20036 | N/A | 501(c)(3) | COVID-19 emergency response | $20,000 | 400 | |||||
| Fund for Global Human Rights | |||||||||||||
| 1301 Connecticut Avenue NW Suite | Washington | DC | 20036 | N/A | 501(c)(3) | renewed general support to make grants to local and regional human rights groups around the world | $200,000 | 400 | |||||
| Funders for Reproductive Equity | |||||||||||||
| PO Box 750 | Rockville | MD | 208480750 | N/A | 501(c)(3) | general support through membership | $1,375 | ||||||
| Fusion Partnerships Inc | |||||||||||||
| 1601 Guilford Avenue 2 South | Baltimore | MD | 212022877 | N/A | 501(c)(3) | matching gift | $200 | ||||||
| Fusion Partnerships Inc | |||||||||||||
| 1601 Guilford Avenue 2 South | Baltimore | MD | 212022877 | N/A | 501(c)(3) | matching gift | $200 | ||||||
| Fusion Partnerships Inc | |||||||||||||
| 1601 Guilford Avenue 2 South | Baltimore | MD | 212022877 | N/A | 501(c)(3) | matching gift | $200 | ||||||
| Fusion Partnerships Inc | |||||||||||||
| 1601 Guilford Avenue 2 South | Baltimore | MD | 212022877 | N/A | 501(c)(3) | matching gift | $200 | ||||||
| Fusion Partnerships Inc | |||||||||||||
| 1601 Guilford Avenue 2 South | Baltimore | MD | 212022877 | N/A | 501(c)(3) | support for the Teachers' Democracy Project to facilitate parent-teacher restorative practices planning teams | $25,000 | ||||||
| Fusion Partnerships Inc | |||||||||||||
| 1601 Guilford Avenue 2 South | Baltimore | MD | 212022877 | N/A | 501(c)(3) | matching gift | $200 | ||||||
| Fusion Partnerships Inc | |||||||||||||
| 1601 Guilford Avenue 2 South | Baltimore | MD | 212022877 | N/A | 501(c)(3) | matching gift | $400 | ||||||
| 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) | general support for the Intercultural Counseling Project | $50,000 | ||||||
| Fusion Partnerships Inc | |||||||||||||
| 1601 Guilford Avenue 2 South | Baltimore | MD | 212022877 | N/A | 501(c)(3) | matching gift | $200 | ||||||
| Fusion Partnerships Inc | |||||||||||||
| 1601 Guilford Avenue 2 South | Baltimore | MD | 212022877 | N/A | 501(c)(3) | emergency support for the Intercultural Counseling Project in response to the COVID-19 pandemic | $15,000 | ||||||
| Govans Ecumenical Development Corporation | |||||||||||||
| 1010 East 33rd Street | Baltimore | MD | 21218 | N/A | 501(c)(3) | matching gift | $1,000 | ||||||
| Grantmakers Concerned with Immigrants and Refugees | |||||||||||||
| P O Box 2178 | Petaluma | CA | 94953 | N/A | 501(c)(3) | general support through membership | $3,750 | ||||||
| Grantmakers for Education | |||||||||||||
| 700 SW 5th Avenue Suite 4000 | Portland | OR | 97204 | N/A | 501(c)(3) | general support through membership | $2,700 | ||||||
| Grantmakers in Health | |||||||||||||
| 1100 Connecticut Avenue NW Suite | Washington | DC | 20036 | N/A | 501(c)(3) | general support through membership | $3,250 | 1100 | |||||
| Greater Baltimore Cultural Alliance | |||||||||||||
| 120 West North Avenue Suite 305 | Baltimore | MD | 212015833 | N/A | 501(c)(3) | general support | $17,500 | ||||||
| Hazon Inc | |||||||||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | N/A | 501(c)(3) | renewed general support | $50,000 | ||||||
| Health Care for the Homeless Inc | |||||||||||||
| 421 Fallsway | Baltimore | MD | 21202 | N/A | 501(c)(3) | emergency response support during the pandemic | $25,000 | ||||||
| HIAS | |||||||||||||
| P O Box 97077 | Washington | DC | 200907077 | N/A | 501(c)(3) | support for the Border Response Program | $30,000 | ||||||
| Hillel International | |||||||||||||
| 800 8th Street NW | Washington | DC | 200013724 | N/A | 501(c)(3) | support for Base | $50,000 | ||||||
| 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 | $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 | |||||||||||||
| 1400 West Cold Spring Lane Room 337 | Baltimore | MD | 21209 | N/A | 501(c)(3) | general support | $35,000 | ||||||
| International Refugee Assistance Project | |||||||||||||
| P O Box 21917 | New York | NY | 100871917 | N/A | 501(c)(3) | renewed general support | $50,000 | ||||||
| International Rescue Committee Inc | |||||||||||||
| 122 East 42nd Street | New York | NY | 101681289 | N/A | 501(c)(3) | support to hire a full-time mental health caseworker for the Baltimore office | $40,000 | ||||||
| IOBY | |||||||||||||
| PO Box 4668 74253 | New York | NY | 101634668 | N/A | 501(c)(3) | matching gift | $200 | ||||||
| Jewish Community Foundation of Greater Mercer | |||||||||||||
| 4 Princess Road Suite 211 | Lawrenceville | NJ | 08648 | 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) | volunteer response to COVID-19 in the Negev | $10,000 | ||||||
| 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) | renewed support for activities in Baltimore | $100,000 | ||||||
| Jews United for Justice | |||||||||||||
| PO Box 41485 | Washington | DC | 20018 | N/A | 501(c)(3) | general support for the Collaborative for Jewish Organizing | $50,000 | ||||||
| The Johns Hopkins University | |||||||||||||
| 3400 North Charles Street | Baltimore | MD | 21218 | N/A | 501(c)(3) | support for the Baltimore Education Research Consortium | $25,000 | ||||||
| Johns Hopkins University-Peabody Institute | |||||||||||||
| 1 East Mount Vernon Place | Baltimore | MD | 212112226 | 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 | ||||||
| Lawrence University | |||||||||||||
| 711 East Boldt Way SPC 1847 | Appleton | WI | 549115595 | N/A | 501(c)(3) | matching gift | $200 | ||||||
| Let's Breakthrough Inc | |||||||||||||
| 4 West 43rd Street Suite 715 | New York | NY | 10036 | N/A | 501(c)(3) | renewed support to promote women's human rights in India | $25,000 | ||||||
| Live Baltimore Home Center | |||||||||||||
| 343 North Charles Street | Baltimore | MD | 21210 | 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 Book Bank | |||||||||||||
| 1794 Union Avenue | Baltimore | MD | 21211 | N/A | 501(c)(3) | emergency response support for the distribution of books during the pandemic | $10,000 | ||||||
| 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) | support to create a dashboard to document the economic impact of the pandemic on arts organizations and artists | $10,000 | ||||||
| Maryland Citizens for the Arts Inc | |||||||||||||
| 120 West North Avenue Suite 302 | Baltimore | MD | 212015833 | N/A | 501(c)(3) | matching gift | $100 | ||||||
| Maryland Citizens for the Arts Inc | |||||||||||||
| 120 West North Avenue Suite 302 | Baltimore | MD | 212015833 | N/A | 501(c)(3) | matching gift | $200 | ||||||
| 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 Family Network Inc | |||||||||||||
| 1001 Eastern Avenue 2nd Floor | Baltimore | MD | 212024325 | N/A | 501(c)(3) | emergency response support for technical assistance and advocacy for child care providers | $15,000 | ||||||
| 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 | 212111504 | N/A | 501(c)(3) | general support through membership | $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) | emergency response support to provide technical assistance and support to artists and arts organizations during the pandemic | $10,000 | ||||||
| MEET International Inc | |||||||||||||
| 177 Huntington Avenue Suite 1703 | 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 | $55,000 | 43558 | |||||
| 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 | ||||||
| NAMI Maryland Inc | |||||||||||||
| 10630 Little Patuxent Parkway Suite | Columbia | MD | 21044 | N/A | 501(c)(3) | general support | $15,000 | 475 | |||||
| NAMI Metropolitan Baltimore Inc | |||||||||||||
| 6600 York Road Suite 204 | Baltimore | MD | 212122024 | N/A | 501(c)(3) | general support | $25,000 | ||||||
| NAMI Metropolitan Baltimore Inc | |||||||||||||
| 6600 York Road Suite 204 | Baltimore | MD | 212122024 | N/A | 501(c)(3) | emergency support in response to the COVID-19 pandemic | $15,000 | ||||||
| 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 | $85,000 | ||||||
| National Women's Health Network | |||||||||||||
| 1413 K Street NW 4th Floor | Washington | DC | 20005 | N/A | 501(c)(3) | support for the "Raising Women's Voices for the Health Care We Need" project | $35,000 | ||||||
| New Georgia Project Incorporated | |||||||||||||
| 830 Glenwood Avenue SE Suite | Atlanta | GA | 30316 | N/A | 501(c)(3) | matching gift | $500 | 510-221 | |||||
| New Israel Fund | |||||||||||||
| PO Box 177 | Lewiston | ME | 042430177 | N/A | 501(c)(3) | renewed support for Bimkom for activities in the Negev | $125,000 | ||||||
| New Israel Fund | |||||||||||||
| PO Box 177 | Lewiston | ME | 042430177 | N/A | 501(c)(3) | renewed support for the Hotline for Refugees and Migrants | $25,000 | ||||||
| New Israel Fund | |||||||||||||
| PO Box 177 | Lewiston | ME | 042430177 | N/A | 501(c)(3) | COVID-19 Emergency Response for the Israel Center for Educational Innovation | $10,000 | ||||||
| New Israel Fund | |||||||||||||
| PO Box 177 | Lewiston | ME | 042430177 | N/A | 501(c)(3) | COVID-19 Emergency Response for the Hotline for Refugees and Migrants | $10,000 | ||||||
| New Israel Fund | |||||||||||||
| PO Box 177 | Lewiston | ME | 042430177 | N/A | 501(c)(3) | renewed support for Tevel B'Tzedek | $25,000 | ||||||
| New Israel Fund | |||||||||||||
| PO Box 177 | Lewiston | ME | 042430177 | N/A | 501(c)(3) | renewed general support for Green Course | $50,000 | ||||||
| New Israel Fund | |||||||||||||
| PO Box 177 | Lewiston | ME | 042430177 | N/A | 501(c)(3) | support for Siraj-Advancing Hi-Tech in the Bedouin Community to prepare young Bedouins in the Negev for careers in the hi-tech sector | $50,000 | ||||||
| New Israel Fund | |||||||||||||
| PO Box 177 | Lewiston | ME | 042430177 | N/A | 501(c)(3) | renewed general support for Hagar: Jewish-Arab Education for Equality | $15,000 | ||||||
| New Israel Fund | |||||||||||||
| PO Box 177 | Lewiston | ME | 042430177 | N/A | 501(c)(3) | renewed support for the Center for Women's Justice | $25,000 | ||||||
| New Israel Fund | |||||||||||||
| PO Box 177 | Lewiston | ME | 042430177 | N/A | 501(c)(3) | renewed support for the Israel Religious Action Center | $75,000 | ||||||
| New Israel Fund | |||||||||||||
| PO Box 177 | Lewiston | ME | 042430177 | N/A | 501(c)(3) | renewed general support for the Ahed Bedouin High School for Science | $50,000 | ||||||
| New Israel Fund | |||||||||||||
| PO Box 177 | Lewiston | ME | 042430177 | N/A | 501(c)(3) | COVID-19 emergency response for Hagar: Jewish-Arab Education for Equality | $25,000 | ||||||
| New Israel Fund | |||||||||||||
| PO Box 177 | Lewiston | ME | 042430177 | N/A | 501(c)(3) | renewed support for Shatil's activities in the Negev | $100,000 | ||||||
| New Israel Fund | |||||||||||||
| PO Box 177 | Lewiston | ME | 042430177 | N/A | 501(c)(3) | renewed support for the Israel Center for Educational Innovation to work to promote literacy in Israeli elementary schools | $60,000 | ||||||
| New Israel Fund | |||||||||||||
| PO Box 177 | Lewiston | ME | 042430177 | N/A | 501(c)(3) | support for the Tamar Center for educational programs that help Bedouin high school youth to access higher education | $45,000 | ||||||
| New Leaders | |||||||||||||
| 30 West 26th Street 10th Floor | New York | NY | 10010 | N/A | 501(c)(3) | support for New Leaders-Baltimore | $35,000 | ||||||
| Newton-Wellesley Hospital | |||||||||||||
| 2014 Washington Street | Newton | MA | 024621607 | N/A | 501(c)(3) | matching gift | $200 | ||||||
| Open Works | |||||||||||||
| 1400 Greenmount Avenue | Baltimore | MD | 21202 | N/A | 501(c)(3) | emergency response support for the development of personal protective equipment during the pandemic | $10,000 | ||||||
| PEF Israel Endowment Funds Inc | |||||||||||||
| 630 Third Avenue 15th Floor | New York | NY | 10017 | N/A | 501(c)(3) | COVID-19 emergency support for Sapir Academic College for financial assistance to low-income students | $25,000 | ||||||
| PEF Israel Endowment Funds Inc | |||||||||||||
| 630 Third Avenue 15th Floor | New York | NY | 10017 | N/A | 501(c)(3) | COVID-19 emergency support for the Haifa Women's Crisis Shelter for the Coalition of Domestic Violence Shelters | $10,000 | ||||||
| PEF Israel Endowment Funds Inc | |||||||||||||
| 630 Third Avenue 15th Floor | New York | NY | 10017 | N/A | 501(c)(3) | general support for El Yanabia | $75,000 | ||||||
| PEF Israel Endowment Funds Inc | |||||||||||||
| 630 Third Avenue 15th Floor | New York | NY | 10017 | N/A | 501(c)(3) | emergency response support for AJEEC-NISPED for COVID relief in the Negev Bedouin community | $25,000 | ||||||
| PEF Israel Endowment Funds Inc | |||||||||||||
| 630 Third Avenue 15th Floor | New York | NY | 10017 | N/A | 501(c)(3) | renewed general support for AJEEC-NISPED to promote development in the Bedouin community and positive intergroup relations in the Negev | $100,000 | ||||||
| PEF Israel Endowment Funds Inc | |||||||||||||
| 630 Third Avenue 15th Floor | New York | NY | 10017 | N/A | 501(c)(3) | renewed general support for Olim Beyahad for programs that promote workforce integration and leadership development for Ethiopian Israelis | $30,000 | ||||||
| PEF Israel Endowment Funds Inc | |||||||||||||
| 630 Third Avenue 15th Floor | New York | NY | 10017 | N/A | 501(c)(3) | supportfor Sikkuy to improve access to early childhood education and public transportation in unrecognized and newly recognized Bedouin villages 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 | $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 Desert Stars | $75,000 | ||||||
| PEF Israel Endowment Funds Inc | |||||||||||||
| 630 Third Avenue 15th Floor | New York | NY | 10017 | N/A | 501(c)(3) | COVID-19 emergency response for Bizchut, the Israel Human Rights Center for People with Disabilities | $10,000 | ||||||
| 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 Partnerships 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) | 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 Yad L'isha Legal Aid Center and Hotline | $40,000 | ||||||
| Pace University Elisabeth Haub School Law | |||||||||||||
| PO Box 419268 | Boston | MA | 022419268 | N/A | 501(c)(3) | matching gift | $2,000 | ||||||
| Palestinian Internship Program | |||||||||||||
| c/o Yadin Kaufmann145 West 67th | 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 | Street | |||||
| Poplar Spring Animal Sanctuary Inc | |||||||||||||
| PO Box 507 | Poolesville | MD | 208370507 | N/A | 501(c)(3) | matching gift | $100 | ||||||
| The Pro Bono Counseling Project Inc | |||||||||||||
| 5900 Metro Drive | Baltimore | MD | 21215 | N/A | 501(c)(3) | general support | $50,000 | ||||||
| Pro Publica Inc | |||||||||||||
| 155 Avenue of the Americas 13th | New York | NY | 10013 | N/A | 501(c)(3) | matching gift | $200 | Floor | |||||
| 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 | ||||||
| Roca Inc | |||||||||||||
| 101 Park Street | Chelsea | MA | 021502771 | N/A | 501(c)(3) | support for Roca Baltimore | $75,000 | ||||||
| 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 | $15,000 | ||||||
| Social Finance Israel | |||||||||||||
| N/A | 501(c)(3) | COVID-19 Emergency Response | $10,000 | 17 Eliezer Kaplan Sixth FloorTel | Tel Aviv | IS | 6473418 | Aviv | |||||
| Social Good Fund | |||||||||||||
| PO Box 5473 | Richmond | CA | 94805 | N/A | 501(c)(3) | general support for Dayenu: A Jewish Call to Climate Action | $50,000 | ||||||
| Tahirih Justice Center | |||||||||||||
| 6400 Arlington Boulevard Suite 400 | Falls Church | VA | 22042 | N/A | 501(c)(3) | renewed general support | $60,000 | ||||||
| Teach For America Inc | |||||||||||||
| Baltimore Office2601 North Howard | Baltimore | MD | 21218 | N/A | 501(c)(3) | general support for the Baltimore program | $50,000 | Street Suite 300 | |||||
| The Tides Center | |||||||||||||
| PO Box 29907 | San Francisco | CA | 94129 | N/A | 501(c)(3) | general support for the Jews of Color Initiative | $50,000 | ||||||
| Tivnu Building Justice | |||||||||||||
| 7971 SE 11th Avenue | Portland | OR | 97202 | N/A | 501(c)(3) | renewed support for a gap year program in community housing and development for Jewish young adults | $25,000 | ||||||
| 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 | ||||||
| University of California | |||||||||||||
| Hastings College of Law200 | San Francisco | CA | 941024978 | N/A | 501(c)(3) | renewed support for CGRS' advocacy, litigation, research and educational programs to protect the rights of refugee women and children | $25,000 | McAllister Street | |||||
| 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 | $60,000 | ||||||
| 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 | $65,000 | ||||||
| Vassar College | |||||||||||||
| Box 12124 Raymond Avenue | Poughkeepsie | NY | 126040725 | N/A | 501(c)(3) | matching gift | $400 | ||||||
| Virginia Organizing | |||||||||||||
| 703 Concord Avenue | Charlottesville | VA | 229035208 | N/A | 501(c)(3) | general support for the Health and Environmental Funders Network | $1,875 | ||||||
| We The Protesters Inc | |||||||||||||
| 10 Liberty Street Apt 38D | New York | NY | 100051554 | N/A | 501(c)(3) | matching gift for Campaign Zero | $200 | ||||||
| Wide Angle Youth Media Inc | |||||||||||||
| 2601 North Howard Street Suite 160 | Baltimore | MD | 212184964 | N/A | 501(c)(3) | matching gift | $200 | ||||||
| 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) | COVID-19 Emergency Response | $7,500 | ||||||
| WITNESS | |||||||||||||
| 80 Hanson Place 5th Floor | Brooklyn | NY | 11217 | N/A | 501(c)(3) | renewed general support | $35,000 | ||||||
| Women's Voices For The Earth | |||||||||||||
| PO Box 8743 | Missoula | MT | 59807 | N/A | 501(c)(3) | general support | $25,000 | ||||||
| The Working World | |||||||||||||
| 116 Nassau Street Suite 513 | New York | NY | 100382402 | N/A | 501(c)(3) | matching gift | $200 | ||||||
| World Central Kitchen | |||||||||||||
| 1342 Florida Avenue NW | Washington | DC | 20009 | N/A | 501(c)(3) | emergency response support for food distribution in Baltimore | $25,000 | ||||||
| World Union for Progressive Judaism Ltd | |||||||||||||
| 633 Third Avenue | New York | NY | 100176778 | N/A | 501(c)(3) | renewed support for the young leadership development program in the FSU | $110,000 | ||||||
| Young Audiences of Maryland Inc | |||||||||||||
| 2600 North Howard Street Suite 1300 | Baltimore | MD | 212184888 | N/A | 501(c)(3) | matching gift | $1,000 | ||||||
| Young Audiences of Maryland Inc | |||||||||||||
| 2600 North Howard Street Suite 1300 | Baltimore | MD | 212184888 | N/A | 501(c)(3) | general support for programming in Baltimore City and for the Access for All program | $60,000 | ||||||
| Young Audiences of Maryland Inc | |||||||||||||
| 2600 North Howard Street Suite 1300 | Baltimore | MD | 212184888 | N/A | 501(c)(3) | matching gift | $1,000 | ||||||
| Your Public Radio Corporation | |||||||||||||
| 2216 North Charles Street | Baltimore | MD | 21218 | N/A | 501(c)(3) | matching gift | $300 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,506,820 | 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 | $195 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,843,688 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,925,980 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (20 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| Aberdeen (FLAG) International Partners II LP | 900000 | $0 | 18 | -$10,160 |
| Aberdeen (FLAG) International Partners LP | 900000 | -$12 | 18 | -$3,937 |
| Aberdeen (FLAG) Private Equity III LP | 900000 | $2,301 | 18 | -$6,639 |
| Aberdeen (FLAG) Private Equity IV LP | 900000 | $1,666 | 18 | -$10,720 |
| Aberdeen (FLAG) Venture Partners VI LP | 900000 | -$10 | 18 | -$2,913 |
| Artisan Sustainable Emerging Markets | 900000 | $0 | 18 | $2,435 |
| Boulder Ventures IV Annex | 900000 | $0 | 18 | -$135 |
| Catalio (Camden Partners) Nexus Fund, L.P. | 900000 | $0 | 18 | -$8,288 |
| Catalio (Camden Partners) Nexus Fund, L.P. II | 900000 | $0 | 18 | -$4,654 |
| Commonfund International Partners VI | 900000 | $2,137 | 18 | -$6,065 |
| Commonfund Private Equity Partners V | 900000 | -$395 | 18 | -$2,551 |
| Commonfund Private Equity Partners VII | 900000 | $13,709 | 18 | -$20,313 |
| Commonfund Venture Partners VI | 900000 | $193 | 18 | $20,713 |
| Ecosystem Investment Partners IV | 900000 | $0 | 18 | -$13,869 |
| Gatewood Capital Opportunity Fund L.P. | 900000 | $0 | 18 | -$13,769 |
| Industry Venture Partners VII LP | 900000 | $154 | 18 | -$6,950 |
| Industry Venture Partners VIII LP | 900000 | $1,359 | 18 | $59,559 |
| Neuberger Berman Income Plus Fund | 900000 | $80,741 | 18 | $149,677 |
| New Mountain Partners V (AIV-A2), LP | 900000 | $0 | 18 | -$34 |
| New Mountain Partners V, LP | 900000 | $0 | 18 | -$15,696 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $122,568 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,507,885 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,630,453 | 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 (2 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 | $1,553,589 | Yes (X) | Yes (X) |
| Elizabeth B Roswell | |||||||
| 2 | c/o AFS One South St Ste 2950 | Baltimore | MD | 21202 | $100,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 40,160 Shs BP Stock, FMV $1,553,589.60 | NoncashPropertyDesc |
| Fair Market Value | $1,553,589 | FairMarketValueAmt |
| Received | 2020-01-10 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Atapco Financial Services | CategoryTxt |
| Amt | $139,500 | Amt |
| Net Investment Income | $69,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $69,750 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (56 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ASF VI LP | AT COST | $0 | $133,855 |
| BMO Pryford Int' Stock | AT COST | $6,465,166 | $7,090,532 |
| Boulder Ventures IV | AT COST | $35,528 | $125,269 |
| Catalio Nexus I (FKA Camden Partners Exelixis) | AT COST | $209,499 | $257,548 |
| Catalio (FKA Camden Partners) Nexus Fund II | AT COST | $69,014 | $71,101 |
| Cohen and Steers Realty | AT COST | $2,706,113 | $3,020,196 |
| Commonfund Int'l VI | AT COST | $160,690 | $176,643 |
| Commonfund PE V | AT COST | $82,982 | $6,301 |
| Commonfund PE VII | AT COST | $436,666 | $469,274 |
| Commonfund Venture VI | AT COST | $102,336 | $113,539 |
| PB Strategic Partners IV (FKA CS Strategies IV) | AT COST | $121,348 | $71,990 |
| Strategic Partners III (FKA CSFB III) | AT COST | $75,726 | $3,333 |
| Ecosystem Investment Partners IV | AT COST | $84,467 | $87,000 |
| First Eagle Global | AT COST | $5,058,105 | $8,225,604 |
| Flag International | AT COST | $183,117 | $257,174 |
| Flag International II | AT COST | $369,958 | $683,883 |
| Flag Private Equity III | AT COST | $97,696 | $110,172 |
| Flag Private Equity IV | AT COST | $278,320 | $482,674 |
| Flag Ventures VI | AT COST | $190,770 | $277,618 |
| Gatewood Capital Opp Fund | AT COST | $128,163 | $188,408 |
| Industry Ventures Sec Fd VIII | AT COST | $738,516 | $1,175,669 |
| Industry Ventures Secondary Fd VII | AT COST | $358,400 | $609,955 |
| Ironwood International | AT COST | $2,425,631 | $5,722,960 |
| JPMorgan Riverbridge | AT COST | $2,949,501 | $5,042,444 |
| Lazard GL List Infrastr Inst | AT COST | $3,200,689 | $2,974,585 |
| Neuberger Berman Income Plus | AT COST | $95,110 | $93,622 |
| New Mountain Partners V | AT COST | $714,363 | $898,503 |
| Oaktree RE Ops Fund V | AT COST | $160,680 | $141,990 |
| OCM European Principles II | AT COST | $221,936 | $9,207 |
| Pointer Offshore | AT COST | $3,550,000 | $8,879,442 |
| Rockefeller Global (45%) | AT COST | $4,501,572 | $6,706,583 |
| Rockefeller Global (55%) | AT COST | $5,501,925 | $8,196,936 |
| Russell 1000 Growth | AT COST | $11,718,498 | $15,146,625 |
| Russell 1000 Value | AT COST | $14,892,622 | $15,367,420 |
| Sigular Guff III | AT COST | $153,675 | $344,866 |
| Sigular Guff IV | AT COST | $321,437 | $325,684 |
| SJF Ventures IV | AT COST | $741,775 | $923,229 |
| Southpoint Qualified Offshore Fund | AT COST | $2,500,000 | $3,772,138 |
| Spur Ventures III | AT COST | $587,245 | $1,492,998 |
| Spur Ventures IV | AT COST | $825,309 | $1,688,037 |
| Spur Ventures V | AT COST | $691,318 | $902,927 |
| Spur Ventures VI | AT COST | $171,007 | $188,270 |
| State of Israel 2Y Jubilee due 7/1/2021 | AT COST | $100,000 | $100,000 |
| The Rise FOF | AT COST | $327,999 | $407,290 |
| TIAA-CREF Social Choice Bond Fund | AT COST | $8,965,029 | $9,188,570 |
| Vista Equity Partners Fund VII | AT COST | $458,451 | $500,618 |
| Voya Securitized Credit Fund | AT COST | $5,424,835 | $5,113,756 |
| Wellington International Quality Growth | AT COST | $8,837,289 | $8,838,974 |
| William Blair Small Cap (FKA ICM Small Company) | AT COST | $3,631,001 | $4,362,614 |
| RBC Emerging Markets Equity | AT COST | $4,319,280 | $5,147,636 |
| Coller, Inc | AT COST | $0 | $30,604 |
| Lexington Capital Partners VII | AT COST | $0 | $182,573 |
| RCP VII Feeder | AT COST | $0 | $1,176,922 |
| AXA Secondary Fund V | AT COST | $0 | $8,580 |
| Artisan Emerging Markets | AT COST | $4,629,758 | $5,019,388 |
| SJF Ventures V | AT COST | $73,329 | $75,000 |
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 | $25,940 | $73,482 | $73,482 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Tax/Cost basis difference in BP stock sale | $1,548,380 |
| Tax/Cost basis difference Neuberger Berman | $1,821,792 |
| Tax/Cost basis difference OCM Mezzanine Fund | $725 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank charges | $28 | $0 | $28 |
| Dues & Subscriptions | $536 | $0 | $536 |
| Equipment Maintenance | $535 | $0 | $535 |
| Supplies | $569 | $0 | $569 |
| Telephone | $1,747 | $0 | $1,747 |
| Miscellaneous | $208 | $0 | $208 |
| Equipment | $6,934 | $0 | $6,934 |
| Reimbursement Expenses | $11,658 | $0 | $11,658 |
| Postage & Shipping | $1,084 | $0 | $1,084 |
| Software | $628 | $0 | $628 |
| Website | $290 | $0 | $290 |
| Miscellaneous Investment Fees | $2,068 | $2,068 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (44 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Aberdeen (FLAG) International Partners II LP | -$10,160 | -$10,160 | -$10,160 |
| Aberdeen (FLAG) International Partners LP | -$3,949 | -$3,937 | -$3,949 |
| Aberdeen (FLAG) Private Equity III LP | -$4,338 | -$6,639 | -$4,338 |
| Aberdeen (FLAG) Private Equity IV LP | -$9,054 | -$10,720 | -$9,054 |
| Aberdeen (FLAG) Venture Partners VI LP | -$2,923 | -$2,913 | -$2,923 |
| Artisan Sustainable Emerging Markets | $2,435 | $2,435 | $2,435 |
| Boulder Ventures IV Annex | -$135 | -$135 | -$135 |
| Catalio (Camden Partners) Nexus Fund, L.P. | -$8,288 | -$8,288 | -$8,288 |
| Catalio (Camden Partners) Nexus Fund, L.P. II | -$4,654 | -$4,654 | -$4,654 |
| Commonfund International Partners VI | -$3,928 | -$6,065 | -$3,928 |
| Commonfund Private Equity Partners V | -$2,946 | -$2,551 | -$2,946 |
| Commonfund Private Equity Partners VII | -$6,604 | -$20,313 | -$6,604 |
| Commonfund Venture Partners VI | $20,906 | $20,713 | $20,906 |
| Ecosystem Investment Partners IV | -$13,869 | -$13,869 | -$13,869 |
| Gatewood Capital Opportunity Fund L.P. | -$13,769 | -$13,769 | -$13,769 |
| Industry Venture Partners VII LP | -$6,796 | -$6,950 | -$6,796 |
| Industry Venture Partners VIII LP | $60,918 | $59,559 | $60,918 |
| Neuberger Berman Income Plus Fund | $230,418 | $149,677 | $230,418 |
| New Mountain Partners V (AIV-A2), LP | -$34 | -$34 | -$34 |
| New Mountain Partners V, LP | -$15,696 | -$15,696 | -$15,696 |
| New Mountain VI | -$4,726 | -$4,655 | -$4,726 |
| New Mountain VI Aggregator | -$1 | -$1 | -$1 |
| Oaktree Real Estate Opportunities Fund V | $32,613 | $12,313 | $32,613 |
| OCM European Principal Opportunities Fd II | -$259 | -$259 | -$259 |
| OCM Mezzanine Fund II | -$108 | -$108 | -$108 |
| Rockefeller Global Equity Fund I | -$158,332 | -$158,332 | -$158,332 |
| Russell 1000 Growth Fund B | $2,767 | $2,767 | $2,767 |
| Russell 1000 Value Fund B | $2,423 | $2,423 | $2,423 |
| Siguler Guff Distressed Opportunities Fd III | -$4,570 | -$4,606 | -$4,570 |
| Siguler Guff Distressed Opportunities Fd IV | -$3,523 | -$3,566 | -$3,523 |
| SJF Ventures IV, LP | -$23,289 | -$23,289 | -$23,289 |
| SJF Ventures V, LP | -$1,671 | -$1,671 | -$1,671 |
| Spur Ventures III | $3,579 | $3,579 | $3,579 |
| Spur Ventures IV | -$28,560 | -$28,560 | -$28,560 |
| Spur Ventures V | -$27,485 | -$27,489 | -$27,485 |
| Spur Ventures VI | -$17,882 | -$17,882 | -$17,882 |
| Strategic Partners III, LP | $19 | $12 | $19 |
| Strategic Partners PB Feeder Fund IV | -$438 | -$714 | -$438 |
| The Rise Fund FOF, LP | -$16,140 | -$16,270 | -$16,140 |
| The Rise Fund II | -$15,766 | -$15,766 | -$15,766 |
| Vista Equity Partners Fund VII | -$15,631 | -$15,631 | -$15,631 |
| Wellington - CTF Intl Quality Growth | -$6,188 | -$6,188 | -$6,188 |
| Book to Tax Adjustment | -$6,092,286 | -$6,092,286 | |
| Refunded Grant Payment | $28,510 | $28,510 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| New Mountain Partners VI - Losses Taken using Debt Basis | $0 | $4,727 |
| The Rise Fund II - Losses Taken using Debt Basis | $0 | $15,770 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| JPMorgan | $41,918 | $41,918 | $0 |
| Russell Funds | $25,147 | $25,147 | $0 |
| Wellington | $52,048 | $52,048 | $0 |
| Mercer | $124,370 | $124,370 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Tax | $94,777 | $94,777 | $0 |
| Federal/State Taxes Withheld on NII | $252 | $252 | $0 |
| Excise tax | $50,015 | $0 | $0 |