THE MORTON K AND JANE BLAUSTEIN FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE MORTON K AND JANE BLAUSTEIN FOUNDATION INC (EIN 52-1607300)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202503189349103060
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T11:48:40-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521607300 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Morton K and Jane Blaustein | BusinessNameLine1Txt |
| Business Name Line2 | Foundation Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MORT | BusinessNameControlTxt |
| Phone | 4103477201 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | AFS One South Street 2950 | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Stephen J Bass | PersonNm |
| Person Title | Assistant Secretary | PersonTitleTxt |
| Phone | 4103477187 | PhoneNum |
| Signature | 2025-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Sandra L Glock | PreparerPersonNm |
| PTIN | P00251373 | PTIN |
| Phone | 4103477114 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $60,203,281 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $125,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,198,121 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,198,121 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,683,583 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,137,993 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,683,583 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$211,259 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$167,104 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,795,445 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,714,600 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $206,451 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $206,451 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $64,881 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $64,881 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $85,438 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $85,438 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $87,919 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $26,376 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $61,543 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $192,803 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $169,830 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $22,973 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $47,561 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $21,158 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $16,248 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $16,248 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,477 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,477 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17,044 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $17,044 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $721,822 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $217,364 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $478,055 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,866,230 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,866,230 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,588,052 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $217,364 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,344,285 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,792,607 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,497,236 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,590,268 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,631,962 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,631,962 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $49,187,743 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $46,284,924 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $58,489,239 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $13,562 | OtherAssetsBOYAmt |
| Other Assets EOY | $82,080 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $82,080 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $50,791,573 | TotalAssetsBOYAmt |
| Total Assets EOY | $47,998,966 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $60,203,281 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $50,791,573 | RetainedEarningBOYAmt |
| Retained Earning EOY | $47,998,966 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $50,791,573 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $47,998,966 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $50,791,573 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $47,998,966 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $50,791,573 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,792,607 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $47,998,966 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $47,998,966 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (70 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 2,504.282 Shs First Eagle | 2023-12-06 | 2024-06-07 | $171,017 | $153,362 | $17,655 | $17,655 | |
| 6,389.449 Shs Lazard Global | 2024-01-01 | 2024-06-07 | $97,886 | $97,136 | $750 | $750 | |
| 1,387.601 Shs T-Rowe Small Cap | 2023-12-14 | 2024-02-26 | $71,101 | $69,477 | $1,624 | $1,624 | |
| 1,339.764 Shs Vanguard S/C Value | 2024-01-01 | 2024-11-25 | $125,000 | $105,560 | $19,440 | $19,440 | |
| 702.478 Shs 91 Global Franchise | 2023-12-29 | 2024-02-26 | $11,886 | $11,500 | $386 | $386 | |
| 4,817.434 Shs First Eagle | 2023-01-01 | 2024-06-07 | $328,983 | $239,806 | $89,177 | $89,177 | |
| 2,187.34 Shs First Eagle | 2012-12-17 | 2024-09-03 | $158,670 | $105,277 | $53,393 | $53,393 | |
| 62,421.9739 Shs Lazard Global | 2023-01-01 | 2024-05-15 | $1,000,000 | $1,006,273 | -$6,273 | -$6,273 | |
| 141,320.763 Shs Lazard Global | 2023-01-01 | 2024-06-07 | $2,165,034 | $2,115,282 | $49,752 | $49,752 | |
| 39,428.626 Shs T-Rowe Small Cap | 2023-01-01 | 2024-02-26 | $2,020,323 | $2,417,081 | -$396,758 | -$396,758 | |
| 21,978.022 Shs Vanguard Inflation Protected | 2014-10-01 | 2024-02-26 | $500,000 | $573,101 | -$73,101 | -$73,101 | |
| 28,848.349 Shs 91 Global Franchise | 2018-09-13 | 2024-02-26 | $488,114 | $310,408 | $177,706 | $177,706 | |
| 15,873.016 Shs 91 Global Franchise | 2018-09-13 | 2024-06-07 | $270,000 | $170,794 | $99,206 | $99,206 | |
| 13,333.333 Shs 91 Global Franchise | 2018-09-13 | 2024-06-27 | $230,000 | $143,467 | $86,533 | $86,533 | |
| 57,273.769 Shs 91 Global Franchise | 2018-09-13 | 2024-09-03 | $1,000,000 | $616,266 | $383,734 | $383,734 | |
| 7,462.508 Shs First Eagle | 2023-01-01 | 2024-09-03 | $541,330 | $310,360 | $230,970 | $230,970 | |
| 6,086.839 Shs First Eagle | 2023-01-01 | 2024-11-25 | $450,000 | $242,468 | $207,532 | $207,532 | |
| Publically Traded Securities - Riverbridge | 2024-01-01 | 2024-12-31 | $108,636 | $99,567 | $9,069 | $9,069 | |
| Publically Traded Securities - Riverbridge | 2023-01-01 | 2024-12-31 | $207,301 | $136,459 | $70,842 | $70,842 | |
| Publically Traded Securities - JPM #7008 | 2024-01-01 | 2024-12-31 | $800,228 | $731,716 | $68,512 | $68,512 | |
| Publically Traded Securities - JPM #7008 | 2023-01-01 | 2024-12-31 | $711,230 | $527,325 | $183,905 | $183,905 | |
| JPM #7008 - Cash in lieu | 2023-01-01 | 2024-12-31 | $33 | $33 | $33 | ||
| Commonfund Cap Venture VI - Loss on disposition | 2023-01-01 | 2024-12-31 | $10,589 | -$10,589 | -$10,589 | P | |
| Siguler Guff III - Gain on disposition | 2023-01-01 | 2024-12-31 | $44,334 | $44,334 | $44,334 | P | |
| ASF VI - Distribution in excess of basis | 2023-01-01 | 2024-12-31 | $27,474 | $27,474 | $27,474 | P | |
| AXA Secondary Fund V - Distribution in excess of basis | 2023-01-01 | 2024-12-31 | $2,750 | $2,750 | $2,750 | P | |
| Coller Int'l - Distribution in excess of basis | 2023-01-01 | 2024-12-31 | $241 | $241 | $241 | P | |
| Artisan Sustainable Emerging Markets Fund | 2024-01-01 | 2024-12-31 | $5,275 | -$5,275 | -$5,275 | P | |
| Artisan Sustainable Emerging Markets Fund | 2023-01-01 | 2024-12-31 | $151,528 | -$151,528 | -$151,528 | P | |
| Boston Partners International Equity | 2024-01-01 | 2024-12-31 | $46,528 | $46,528 | $46,528 | P | |
| Boston Partners International Equity | 2023-01-01 | 2024-12-31 | $26,434 | $26,434 | $26,434 | P | |
| Commonfund International Partners VI | 2024-01-01 | 2024-12-31 | $3 | -$3 | -$3 | P | |
| Commonfund International Partners VI | 2023-01-01 | 2024-12-31 | $6,499 | $6,499 | $6,499 | P | |
| Commonfund Private Equity Partners VII | 2024-01-01 | 2024-12-31 | $1 | -$1 | -$1 | P | |
| Commonfund Private Equity Partners VII | 2023-01-01 | 2024-12-31 | $10,866 | $10,866 | $10,866 | P | |
| Commonfund Venture Partners VI | 2024-01-01 | 2024-12-31 | $1 | -$1 | -$1 | P | |
| Commonfund Venture Partners VI | 2023-01-01 | 2024-12-31 | $7,717 | -$7,717 | -$7,717 | P | |
| Commonfund Venture Partners VIII | 2024-01-01 | 2024-12-31 | $41 | $41 | $41 | P | |
| Commonfund Venture Partners VIII | 2023-01-01 | 2024-12-31 | $18,063 | $18,063 | $18,063 | P | |
| Ecosystem Investment Partners IV | 2023-01-01 | 2024-12-31 | $3,594 | -$3,594 | -$3,594 | P | |
| High Vista (Aberdeen) International Partners LP | 2023-01-01 | 2024-12-31 | $5,548 | -$5,548 | -$5,548 | P | |
| High Vista (Aberdeen) International Partners II LP | 2023-01-01 | 2024-12-31 | $4,619 | -$4,619 | -$4,619 | P | |
| High Vista (Aberdeen) Private Equity III LP | 2023-01-01 | 2024-12-31 | $31,374 | $31,374 | $31,374 | P | |
| High Vista (Aberdeen) Private Equity IV LP | 2023-01-01 | 2024-12-31 | $4,831 | -$4,831 | -$4,831 | P | |
| High Vista (Aberdeen) Venture Partners VI LP | 2024-01-01 | 2024-12-31 | $84 | -$84 | -$84 | P | |
| High Vista (Aberdeen) Venture Partners VI LP | 2023-01-01 | 2024-12-31 | $5,752 | $5,752 | $5,752 | P | |
| K5 Private Investors | 2023-01-01 | 2024-12-31 | $6,089 | $6,089 | $6,089 | P | |
| Lead Edge Capital VI | 2024-01-01 | 2024-12-31 | $2,612 | $2,612 | $2,612 | P | |
| Lead Edge Capital VI | 2023-01-01 | 2024-12-31 | $6,508 | $6,508 | $6,508 | P | |
| New Mountain VI | 2024-01-01 | 2024-12-31 | $343 | $343 | $343 | P | |
| Oaktree Opportunities Fund X | 2024-01-01 | 2024-12-31 | $269 | -$269 | -$269 | P | |
| Oaktree Opportunities Fund X | 2023-01-01 | 2024-12-31 | $3,665 | $3,665 | $3,665 | P | |
| Oaktree Opportunities Fund X AIF (Cayman) | 2023-01-01 | 2024-12-31 | $15,126 | $15,126 | $15,126 | P | |
| Oaktree Opportunities Fund X AIF (Delaware) | 2023-01-01 | 2024-12-31 | $1 | -$1 | -$1 | P | |
| Oaktree Opportunities Fund XB | 2024-01-01 | 2024-12-31 | $1,098 | $1,098 | $1,098 | P | |
| Oaktree Opportunities Fund XB | 2023-01-01 | 2024-12-31 | $33,414 | -$33,414 | -$33,414 | P | |
| Oaktree Opportunities Fund XB AIF (Cayman) | 2023-01-01 | 2024-12-31 | $5,655 | $5,655 | $5,655 | P | |
| Pathway Private Equity Fund Investors, 11 | 2024-01-01 | 2024-12-31 | $92 | $92 | $92 | P | |
| Pathway Private Equity Fund Investors, 11 | 2023-01-01 | 2024-12-31 | $4,551 | $4,551 | $4,551 | P | |
| Siguler Guff Distressed Opportunities Fd III | 2024-01-01 | 2024-12-31 | $905 | -$905 | -$905 | P | |
| Siguler Guff Distressed Opportunities Fd III | 2023-01-01 | 2024-12-31 | $17,313 | -$17,313 | -$17,313 | P | |
| SJF Ventures V, LP | 2023-01-01 | 2024-12-31 | $33,512 | $33,512 | $33,512 | P | |
| Spur Ventures III | 2024-01-01 | 2024-12-31 | $349 | -$349 | -$349 | P | |
| Spur Ventures III | 2023-01-01 | 2024-12-31 | $146,661 | $146,661 | $146,661 | P | |
| Spur Ventures VI | 2024-01-01 | 2024-12-31 | $495 | $495 | $495 | P | |
| Spur Ventures VI | 2023-01-01 | 2024-12-31 | $18,844 | -$18,844 | -$18,844 | P | |
| The Rise Fund II DE AIV I | 2023-01-01 | 2024-12-31 | $32,711 | $32,711 | $32,711 | P | |
| High Vista III - income (loss) on disposition | 2023-01-01 | 2024-12-31 | $22,754 | $22,754 | $22,754 | P | |
| High Vista IV - income (loss) on disposition | 2023-01-01 | 2024-12-31 | $6,840 | -$6,840 | -$6,840 | P | |
| Capital Gains Dividends | $178,993 | $178,993 | $178,993 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,683,583 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $34,712 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $34,712 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $34,712 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $57,513 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $62,513 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $27,801 | OverpaymentAmt |
| Applied To ES Tax | $27,801 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | www.blaufund.org | WebsiteAddressTxt |
| Individual With Books | Jennifer L Bove CPA | IndividualWithBooksNm |
| Phone | 4103477205 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o AFS One South Street Ste 2950 | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Jeanne P Blaustein | ||||||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Trustee & President | 0.00 | $0 | $0 | $0 |
| Susan M Blaustein | ||||||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Trustee & Vice President | 0.00 | $0 | $0 | $0 |
| Alan Berlow | ||||||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Trustee & Vice President | 0.00 | $0 | $0 | $0 |
| Peter E Bokor | ||||||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Trustee & Vice President | 0.00 | $0 | $0 | $0 |
| Regan E Ralph | ||||||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Secretary | 7.00 | $33,031 | $3,164 | $0 |
| Scott L Soffen | ||||||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Assistant Secretary | 0.00 | $0 | $0 | $0 |
| Stephen J Bass | ||||||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Assistant Secretary | 0.00 | $0 | $0 | $0 |
| Jennifer A Pratt | ||||||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Assistant Secretary | 0.00 | $0 | $0 | $0 |
| Jennifer L Bove | ||||||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Treasurer | 0.00 | $0 | $0 | $0 |
| Sandra L Glock | ||||||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Assistant Treasurer | 0.00 | $0 | $0 | $0 |
| Tanya C Herbick | ||||||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Assistant Secretary | 40.00 | $173,420 | $43,756 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Mercer | |||||
| 99 High Street | Boston | MA | 02110 | Investment Mgmt | $89,513 |
| Atapco Financial Services Inc | |||||
| One South Street Suite 2950 | Baltimore | MD | 21202 | Acct, Tax & Invest. | $87,919 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $59,128,816 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,795,597 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $60,924,413 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $60,924,413 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $913,866 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $60,010,547 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,000,527 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,000,527 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $34,712 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $34,712 | TotalTaxAmt |
| Distributable Before Adj | $2,965,815 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,965,815 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,965,815 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,344,285 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,344,285 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,965,815 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $502,830 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,855,732 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $923,361 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,223,094 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,665,497 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,170,514 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,344,285 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,965,815 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,378,470 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $11,548,984 | 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 | $502,830 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $11,046,154 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,855,732 | ExcessFromYear4Amt |
| Excess From Year3 | $923,361 | ExcessFromYear3Amt |
| Excess From Year2 | $2,223,094 | ExcessFromYear2Amt |
| Excess From Year1 | $1,665,497 | ExcessFromYear1Amt |
| Excess From Current Year | $2,378,470 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Jeanne P Blaustein President CO Ms | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BPG One South Street Ste 2900 | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 212023334 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4103477201 | RecipientPhoneNum |
| Form And Info And Materials | Letter | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | This organization does not make gifts or grants to individuals. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (68 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Accelerate Change | ||||||||
| 294 Washington Street Suite 500 | Boston | MA | 02108 | N/A | 501(c)(3) | general support for voter engagement | $400,000 | |
| Advocates for Children of New York Inc | ||||||||
| 151 West 30th Street 5th Floor | New York | NY | 100014024 | N/A | 501(c)(3) | renewed support for the School Justice Project to provide advocacy and representation for youth facing court involvement, school suspension and/or emotional challenges | $60,000 | |
| American Civil Liberties Union Foundation | ||||||||
| 125 Broad Street 18th Floor | New York | NY | 100042400 | N/A | 501(c)(3) | renewed support for the Voting Rights Project | $150,000 | |
| American Civil Liberties Union Foundation | ||||||||
| 125 Broad Street 18th Floor | New York | NY | 100042400 | N/A | 501(c)(3) | renewed support for the Voting Rights Project | $150,000 | |
| Amica Center for Immigrant Rights | ||||||||
| 1025 Connecticut Avenue NW Suite | Washington | DC | 20036 | N/A | 501(c)(3) | renewed general support to provide legal assistance and advocacy for immigrants at risk for deportation in Maryland and the DC Region | $80,000 | 701 |
| Anera | ||||||||
| 1111 14th Street NW suite 400 | Washington | DC | 200055604 | N/A | 501(c)(3) | emergency support for humanitarian aid in Gaza | $80,000 | |
| Arizona Public Media | ||||||||
| PO Box 210067 | Tucson | AZ | 85721 | N/A | 501(c)(3) | support for the Bridging Communities Capital Campaign | $115,000 | |
| Asylee Women Enterprise | ||||||||
| 4500 Frankford Avenue | Baltimore | MD | 212065106 | N/A | 501(c)(3) | renewed general support to provide asylum seekers with comprehensive, trauma informed, and culturally and linguistically appropriate case management and immigration legal services | $60,000 | |
| Auburn Seminary | ||||||||
| 475 Riverside Drive Suite 1800 | New York | NY | 101150002 | N/A | 501(c)(3) | renewed general support for leadership development for faith-rooted justice leaders | $50,000 | |
| Ayuda | ||||||||
| 1990 K Street NW Suite 500 | Washington | DC | 20006 | N/A | 501(c)(3) | renewed general support for legal services for low-income immigrants in the Maryland/DC/Virginia region, especially women and families | $50,000 | |
| Bend the Arc A Jewish Partnership for Justice | ||||||||
| 330 Seventh Avenue 19th Floor | New York | NY | 100015010 | N/A | 501(c)(3) | renewed general support to engage Jews in promoting opportunity and social justice for all Americans | $50,000 | |
| The BrotherhoodSister Sol | ||||||||
| 140 Hamilton Place | New York | NY | 10031 | N/A | 501(c)(3) | renewed general support for education and social justice opportunities for youth in Harlem | $90,000 | |
| Capital Area Food Bank | ||||||||
| 4900 Puerto Rico Avenue NE | Washington | DC | 20017 | N/A | 501(c)(3) | renewed general support | $20,000 | |
| Catholic Charities of Baltimore | ||||||||
| 320 Cathedral Street | Baltimore | MD | 212014421 | N/A | 501(c)(3) | renewed support for the Immigration Legal Services program at the Esperanza Center | $75,000 | |
| Chesapeake Climate Action Network | ||||||||
| 6930 Carroll Avenue Suite 720 | Takoma Park | MD | 20912 | N/A | 501(c)(3) | renewed general support for regional campaigns to promote clean energy | $75,000 | |
| Chesapeake Legal Alliance | ||||||||
| 501 6th Street | Annapolis | MD | 21403 | N/A | 501(c)(3) | renewed general support | $50,000 | |
| Community Service Society of New York | ||||||||
| 633 Third Avenue 10th Floor | New York | NY | 10017 | N/A | 501(c)(3) | renewed general support | $10,000 | |
| Comprehensive Youth Development | ||||||||
| 240 Second Avenue | New York | NY | 100032704 | N/A | 501(c)(3) | renewed support for the Legal Information Clinic for immigrant and refugee students at the Manhattan Comprehensive Night & Day School and its high school network | $35,000 | |
| Disability Rights Maryland | ||||||||
| 1500 Union Avenue Suite 2000 | Baltimore | MD | 21211 | N/A | 501(c)(3) | renewed support to expand legal services and advocacy to the disproportionate number of students with disabilities involved in the school discipline process | $80,000 | |
| End of Life Choices New York | ||||||||
| 244 5Th Ave Ste 2010 | New York | NY | 100017604 | N/A | 501(c)(3) | general support | $10,000 | |
| Environmental Advocates NY | ||||||||
| 353 Hamilton Street | Albany | NY | 12210 | N/A | 501(c)(3) | renewed general support for broad and inclusive advocacy efforts for a clean and just energy policy | $60,000 | |
| Equis Institute | ||||||||
| 660 Pennsylvania Avenue SE | Washington | DC | 20003 | N/A | 501(c)(3) | general support for Voter Engagement research | $200,000 | |
| Florence Immigrant And Refugee Rights Project Inc | ||||||||
| PO Box 86299 | Tucson | AZ | 857546299 | N/A | 501(c)(3) | renewed general support for free legal and social services for immigrant individuals and families in detention | $75,000 | |
| The Fund for Investigative Journalism Inc | ||||||||
| 1100 13th Street NW Suite 800 | Washington | DC | 20005 | N/A | 501(c)(3) | renewed general support for the organization's efforts to sustain investigative journalism | $60,000 | |
| The Fund for New Citizens at the New York Community Trust | ||||||||
| 909 Third Avenue 22nd Floor | New York | NY | 10022 | N/A | 501(c)(3) | renewed support for the Fund for New Citizens, a funding collaborative providing grants to small, immigrant-led non-profits in New York City | $75,000 | |
| Ground Game Fund | ||||||||
| 4107 Medical Parkway Suite 212 | Austin | TX | 787560000 | N/A | 501(c)(3) | support for DJs at the Polls | $100,000 | |
| Ground Game Fund | ||||||||
| 4107 Medical Parkway Suite 212 | Austin | TX | 787560000 | N/A | 501(c)(3) | support for Focus for Democracy regranting fund | $100,000 | |
| Imagine North Carolina First | ||||||||
| PO Box 428 | Raleigh | NC | 27602 | N/A | 501(c)(3) | general support | $75,000 | |
| Immigrant Justice Corps | ||||||||
| 17 Battery Place Suite 1234 | New York | NY | 100041085 | N/A | 501(c)(3) | support for two consecutive cohorts of three Jane Blaustein Justice Fellows | $285,000 | |
| Inside Climate News | ||||||||
| 26 Court Street 1617 | Brooklyn | NY | 11242 | N/A | 501(c)(3) | renewed support for an environmental reporter covering Baltimore and Maryland | $80,000 | |
| Interfaith Power and Light | ||||||||
| 900 Massachusetts Avenue NW | Washington | DC | 20001 | N/A | 501(c)(3) | renewed general support to advocate for climate change solutions through regional faith communities | $40,000 | |
| International Medical Corps | ||||||||
| 12400 Wilshire Boulevard Suite 1500 | Los Angeles | CA | 900251030 | N/A | 501(c)(3) | emergency support for humanitarian aid in Gaza | $80,000 | |
| International Refugee Assistance Project | ||||||||
| 1 Battery Park Plaza 4th Floor | New York | NY | 10004 | N/A | 501(c)(3) | renewed project support for IRAPs efforts challenging policies threatening the rights of asylum seekers in the United States | $50,000 | |
| J Street Education Fund Inc | ||||||||
| PO Box 66073 | Washington | DC | 20035 | N/A | 501(c)(3) | renewed general support to build a movement in the US for pro-Israel, pro-peace foreign policy | $35,000 | |
| Jews United for Justice | ||||||||
| PO Box 41485 | Washington | DC | 20018 | N/A | 501(c)(3) | renewed general support for community organizing to fight against inequality in Maryland and DC | $45,000 | |
| Johns Hopkins Center for SaludHealth & Opportunities for Latinos | ||||||||
| 5200 Eastern Avenue Suite 4200 | Baltimore | MD | 21224 | N/A | 501(c)(3) | support to replicate Terra Firma in Baltimore, a model program to provide legal representation, health and mental health care for unaccompanied immigrant children | $75,000 | |
| The Johns Hopkins University | ||||||||
| 3400 North Charles Street | Baltimore | MD | 212112226 | N/A | 501(c)(3) | general support for HEAL | $75,000 | |
| Kids in Need of Defense | ||||||||
| 1201 L Street NW Floor 2 | Washington | DC | 20005 | N/A | 501(c)(3) | renewed support for KIND's Baltimore office to provide legal representation for unaccompanied immigrant children in Maryland | $75,000 | |
| Maryland Food Bank Inc | ||||||||
| 2200 Halethorpe Farms Road | Baltimore | MD | 212270000 | N/A | 501(c)(3) | renewed general support | $20,000 | |
| Maryland Philanthropy Network | ||||||||
| 1600 West 41st Street Suite 700 | Baltimore | MD | 21211 | N/A | 501(c)(3) | renewed general support through 2025 membership | $5,730 | |
| Maryland Philanthropy Network | ||||||||
| 1600 West 41st Street Suite 700 | Baltimore | MD | 21211 | N/A | 501(c)(3) | renewed support for Climate Partners, a collaborative effort to ensure Maryland's Climate Solutions Now Act is implemented fully and with equity | $50,000 | |
| Mount Sinai Hospital | ||||||||
| 1 Gustave L Levy Place | New York | NY | 100296574 | N/A | 501(c)(3) | renewed support for the Hertzberg Palliative Care Institute | $20,000 | |
| National Center for Law and Economic Justice | ||||||||
| 50 Broadway Suite 1500 | New York | NY | 10004 | N/A | 501(c)(3) | renewed general support for policy advocacy and litigation to advance economic justice for low-income families, individuals and communities | $60,000 | |
| Native American Rights Fund | ||||||||
| 1506 Broadway | Boulder | CO | 803026296 | N/A | 501(c)(3) | support for two consecutive two-year Jane Blaustein Law Fellows | $113,500 | |
| NEO Philanthropy | ||||||||
| 45 West 36th Street | New York | NY | 10018 | N/A | 501(c)(3) | support for the Analyst Institute Civic Engagement Research & Dissemination Hub | $150,000 | |
| New Israel Fund | ||||||||
| PO Box 70358 | Philadelphia | PA | 191760358 | N/A | 501(c)(3) | renewed support to defend human rights and democratic institutions in Israel | $75,000 | |
| New York Immigration Coalition | ||||||||
| 131 West 33rd Street Suite 610 | New York | NY | 10001 | N/A | 501(c)(3) | renewed general support to promote immigrants' civic participation, leadership and unified voice | $75,000 | |
| Our Climate Education Fund | ||||||||
| 1200 18Th St NW Suite 700 | Washington | DC | 200360000 | N/A | 501(c)(3) | renewed general support | $75,000 | |
| Pace University Elisabeth Haub School Law | ||||||||
| 1 Pace Plaza | New York | NY | 10038 | N/A | 501(c)(3) | support for the Corwin Environmental Law Externship in memory of Rosemary Corwin | $25,000 | |
| Partners for Dignity & Rights | ||||||||
| 55 Broadway Suite 309 | New York | NY | 10006 | N/A | 501(c)(3) | renewed support for the Dignity in Schools Campaign - New York coalition | $80,000 | |
| Philanthropy New York | ||||||||
| 320 East 43rd Street | New York | NY | 10017 | N/A | 501(c)(3) | renewed general support through 2025 membership | $2,000 | |
| Physicians for Human Rights | ||||||||
| 256 West 38th Street 9th Floor | New York | NY | 100189122 | N/A | 501(c)(3) | support for a research and capacity development project to investigate attacks on health care workers in Gaza | $80,000 | |
| Physicians for Human Rights | ||||||||
| 256 West 38th Street 9th Floor | New York | NY | 100189122 | N/A | 501(c)(3) | renewed support for the project, "Do No Harm: Countering Violations of Medical Ethics, Standards of Care, and Human Rights in the Post-Dobbs United States" | $100,000 | |
| Reconsider | ||||||||
| 895 Lundy Road | Wawasing | NY | 12489 | N/A | 501(c)(3) | support to produce the documentary film, "There is Another Way" | $50,000 | |
| Refugee and Immigrant Fund Inc | ||||||||
| 32-13 37th Street | Astoria | NY | 111034003 | N/A | 501(c)(3) | renewed general support to assist newly-arrived asylum seekers | $40,000 | |
| The Reporters Committee for Freedom of the Press | ||||||||
| 1156 15th Street NW Suite 1020 | Washington | DC | 200051754 | N/A | 501(c)(3) | renewed general support to provide pro bono legal services to journalists | $60,000 | |
| Riverside Immigrant Services and Empowerment | ||||||||
| 270 West 89th Street | New York | NY | 10024 | N/A | 501(c)(3) | general support | $15,000 | |
| The Sentencing Project | ||||||||
| 1150 Connecticut Avenue Suite 601 | Washington | DC | 20036 | N/A | 501(c)(3) | renewed general support for the organization's work reforming criminal justice policies and practice | $65,000 | |
| Sharsheret | ||||||||
| 1086 Teaneck Rd Ste 2G | Teaneck | NJ | 076664855 | N/A | 501(c)(3) | general support | $10,000 | |
| Social Good Fund | ||||||||
| PO Box 5473 | Richmond | CA | 94805 | N/A | 501(c)(3) | general support | $75,000 | |
| Tides Foundation | ||||||||
| PO Box 889389 | Los Angeles | CA | 900889389 | N/A | 501(c)(3) | support for NY Renews, a state-wide coalition of environmental, labor, and community groups that aims to achieve an environmentally sustainable and just New York State economy | $75,000 | |
| T'ruah | ||||||||
| 266 West 37th Street Suite 803 | New York | NY | 10018 | N/A | 501(c)(3) | renewed general support to bring the moral voice of rabbis to pressing human rights issues | $50,000 | |
| The Trustees of the University of Pennsylvania | ||||||||
| 2929 Walnut Street Suite 300 | Philadelphia | PA | 191046216 | N/A | 501(c)(3) | renewed support for the Basser Center for BRCA at Penn Medicine's Abramson Cancer Center | $10,000 | |
| Type Media Center | ||||||||
| 116 East 16th Street 8th Floor | New York | NY | 100032158 | N/A | 501(c)(3) | renewed support for Type Investigations to facilitate the development and publication of socially significant reporting with an emphasis on human and civil rights | $50,000 | |
| West Harlem Environmental Action Inc | ||||||||
| 1854 Amsterdam Avenue 2nd Floor | New York | NY | 10031 | N/A | 501(c)(3) | renewed general support to build community power to fight environmental racism | $75,000 | |
| West Harlem Environmental Action Inc | ||||||||
| 1854 Amsterdam Avenue 2nd Floor | New York | NY | 10031 | N/A | 501(c)(3) | support for capital campaign and renewed general support | $55,000 | |
| Women In Need | ||||||||
| 1 State Street Plaza 18th Floor | New York | NY | 10004 | N/A | 501(c)(3) | renewed general support | $20,000 | |
| Women Make Movies Inc | ||||||||
| 462 Broadway 5th Floor | New York | NY | 10013 | N/A | 501(c)(3) | support for documentary "Hollywood Does Abortion" | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,866,230 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Advocates for Children of New York Inc | |||||||
| 151 West 30th Street 5th Floor | New York | NY | 100014024 | N/A | 501(c)(3) | renewed support for the School Justice Project to provide advocacy and representation for youth facing court involvement, school suspension and/or emotional challenges | $60,000 |
| American Civil Liberties Union Foundation | |||||||
| 125 Broad Street 18th Floor | New York | NY | 100042400 | N/A | 501(c)(3) | renewed support for the Voting Rights Project | $150,000 |
| Asylee Women Enterprise | |||||||
| 4500 Frankford Avenue | Baltimore | MD | 212065106 | N/A | 501(c)(3) | renewed general support to provide asylum seekers with comprehensive, trauma informed, and culturally and linguistically appropriate case management and immigration legal services | $60,000 |
| The BrotherhoodSister Sol | |||||||
| 140 Hamilton Place | New York | NY | 10031 | N/A | 501(c)(3) | renewed general support for education and social justice opportunities for youth in Harlem | $90,000 |
| Catholic Charities of Baltimore | |||||||
| 320 Cathedral Street | Baltimore | MD | 212014421 | N/A | 501(c)(3) | renewed support for the Immigration Legal Services program at the Esperanza Center | $75,000 |
| Disability Rights Maryland | |||||||
| 1500 Union Avenue Suite 2000 | Baltimore | MD | 21211 | N/A | 501(c)(3) | renewed support to expand legal services and advocacy to the disproportionate number of students with disabilities involved in the school discipline process | $80,000 |
| Inside Climate News | |||||||
| 26 Court Street 1617 | Brooklyn | NY | 11242 | N/A | 501(c)(3) | renewed support for an environmental reporter covering Baltimore and Maryland | $80,000 |
| Jews United for Justice | |||||||
| PO Box 41485 | Washington | DC | 20018 | N/A | 501(c)(3) | renewed general support for community organizing to fight against inequality in Maryland and DC | $45,000 |
| The Johns Hopkins University | |||||||
| 3400 North Charles Street | Baltimore | MD | 212112226 | N/A | 501(c)(3) | support for the HEAL Refugee Health & Asylum Collaborative | $75,000 |
| Kids in Need of Defense | |||||||
| 1201 L Street NW Floor 2 | Washington | DC | 20005 | N/A | 501(c)(3) | renewed support for KIND's Baltimore office to provide legal representation for unaccompanied immigrant children in Maryland | $75,000 |
| National Center for Law and Economic Justice | |||||||
| 50 Broadway Suite 1500 | New York | NY | 10004 | N/A | 501(c)(3) | renewed general support for policy advocacy and litigation to advance economic justice for low-income families, individuals and communities | $60,000 |
| Native American Rights Fund | |||||||
| 1506 Broadway | Boulder | CO | 803026296 | N/A | 501(c)(3) | support for two consecutive two-year Jane Blaustein Law Fellows | $115,500 |
| Partners for Dignity & Rights | |||||||
| 55 Broadway Suite 309 | New York | NY | 10006 | N/A | 501(c)(3) | renewed support for the Dignity in Schools Campaign - New York coalition | $80,000 |
| Tides Foundation | |||||||
| PO Box 889389 | Los Angeles | CA | 900889389 | N/A | 501(c)(3) | support for NY Renews, a state-wide coalition of environmental, labor, and community groups that aims to achieve an environmentally sustainable and just New York State economy | $75,000 |
| T'ruah | |||||||
| 266 West 37th Street Suite 803 | New York | NY | 10018 | N/A | 501(c)(3) | renewed general support to bring the moral voice of rabbis to pressing human rights issues | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,170,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,198,121 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,683,583 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (20 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| Artisan Sustainable Emerging Markets Fund | 18 | -$3,387 | ||
| Boston Partners International Equity | 18 | -$26,556 | ||
| Commonfund International Partners VI | 18 | -$1,480 | 900001 | -$15 |
| Commonfund Private Equity Partners VII | 18 | -$1,900 | 900001 | $1,320 |
| Commonfund Venture Partners VI | 18 | -$4,410 | ||
| Commonfund Venture Partners VIII | 18 | -$959 | 900001 | -$18 |
| Ecosystem Investment Partners IV | 18 | $7,387 | 900001 | $9,178 |
| High Vista (Aberdeen) International Partners LP | 18 | -$11,924 | 900001 | -$122 |
| High Vista (Aberdeen) International Partners II LP | 18 | -$2,388 | ||
| High Vista (Aberdeen) Private Equity III LP | 18 | -$44,156 | 900001 | $511 |
| High Vista (Aberdeen) Private Equity IV LP | 18 | -$16,753 | 900001 | $10,694 |
| High Vista (Aberdeen) Venture Partners VI LP | 18 | $8,721 | 900001 | $10 |
| K5 Private Investors | 18 | -$31,152 | ||
| Lead Edge Capital VI | 18 | -$15,995 | 900001 | -$185 |
| New Mountain VI | 18 | -$8,721 | 900001 | -$4,980 |
| New Mountain VI Aggregator | 18 | -$31 | ||
| Oaktree Opportunities Fund X | 18 | -$600 | ||
| Oaktree Opportunities Fund X AIF (Cayman) | 18 | -$2,451 | ||
| Oaktree Opportunities Fund X AIF (Delaware) | 18 | -$224 | ||
| Oaktree Opportunities Fund XB | 18 | -$147 | 900001 | $546 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $17,996 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,652,462 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,670,458 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lord Baltimore Capital Corp | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6225 Smith Avenue Suite B-100 | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 212093623 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $125,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Atapco Financial Services, Inc. | CategoryTxt |
| Amt | $87,919 | Amt |
| Net Investment Income | $26,376 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $61,543 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (39 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Artisan Partners Sustainable Emerging Markets | AT COST | $2,038,845 | $2,292,757 |
| ASF VI | AT COST | $0 | $94,304 |
| ASF VIII | AT COST | $554,264 | $859,016 |
| AXA Secondary V | AT COST | $0 | $3,755 |
| Boston Partners Int'l Eqty | AT COST | $2,083,377 | $2,053,440 |
| Commonfund Int'l PEP VI | AT COST | $227,198 | $40,416 |
| Commonfund PEP VII | AT COST | $36,543 | $74,461 |
| Commonfund Venture VIII | AT COST | $139,524 | $164,415 |
| Ecosystem Investment Partners IV | AT COST | $368,144 | $400,230 |
| First Eagle Global | AT COST | $1,925,671 | $3,134,681 |
| Generation IM Sustainable Solutions IV | AT COST | $478,973 | $463,260 |
| High Vista (Aberdeen) International Partners | AT COST | $72,189 | $83,373 |
| High Vista (Aberdeen) Int'l Partners II | AT COST | $110,691 | $196,508 |
| High Vista (Aberdeen) Private Equity III LP | AT COST | $0 | $3,039 |
| High Vista (Aberdeen) Venture Partners VI | AT COST | $110,597 | $126,594 |
| High Vista (Aberdeeng) Private Equity IV LP | AT COST | $0 | $29,817 |
| Ironwood Int'l | AT COST | $537,809 | $1,626,964 |
| Ironwood Int'l Class A4S4 | AT COST | $88,991 | $161,019 |
| JP Morgan #7008 Equities | AT COST | $13,914,022 | $18,728,401 |
| JP Morgan Riverbridge Equities | AT COST | $763,381 | $1,325,731 |
| K5 Private Investors | AT COST | $551,277 | $900,348 |
| Lead Edge Capital VI | AT COST | $230,598 | $285,684 |
| Lighthouse Global Long | AT COST | $970,398 | $1,670,313 |
| MetWest Total Return | AT COST | $6,984,837 | $6,332,872 |
| MFS Sers Tr X Int'l Growth I | AT COST | $1,565,768 | $1,977,895 |
| New Mountain Partners VI | AT COST | $884,518 | $1,291,655 |
| Ninety One Global Franchise | AT COST | $1,037,910 | $1,701,402 |
| Oaktree Opp Fund X | AT COST | $463,806 | $476,728 |
| Oaktree Opp Fund XB | AT COST | $851,833 | $966,888 |
| Oaktree Real Estate Fd V | AT COST | $64,097 | $2,203 |
| Pathway Private Equity Partners Investors 11 | AT COST | $215,071 | $253,661 |
| RBC Fds Tr Emkt Eqty I | AT COST | $1,979,610 | $2,211,595 |
| SJF Ventures V | AT COST | $279,764 | $301,697 |
| Spur Ventures III | AT COST | $387,099 | $1,219,800 |
| Spur Ventures VI | AT COST | $765,315 | $1,065,629 |
| The Rise Fund II | AT COST | $873,302 | $1,250,144 |
| Vanguard Small Cap Value Index | AT COST | $2,039,696 | $2,235,154 |
| Vanguard Inflation Protected | AT COST | $1,005,464 | $917,290 |
| Voya Securitized Credit | AT COST | $1,684,342 | $1,566,100 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Dividend receivable | $7,451 | $7,982 | $7,982 |
| The Rise Fund II - Prefunding | $6,111 | $551 | $551 |
| High Vista Private Equity 4 - Distribution in Transit | $17,305 | $17,305 | |
| Siguler Guff III - Distribution in Transit | $56,242 | $56,242 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Equipment Maint & Expense | $2,356 | $0 | $2,356 |
| Supplies | $211 | $0 | $211 |
| Telephone | $2,806 | $0 | $2,806 |
| Bank Fee | $36 | $0 | $36 |
| Software | $4,619 | $0 | $4,619 |
| Postage | $349 | $0 | $349 |
| Website | $785 | $0 | $785 |
| Dues & Subscriptions | $400 | $0 | $400 |
| IT Support Expense | $5,482 | $0 | $5,482 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (32 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Artisan Sustainable Emerging Markets Fund | -$3,387 | -$3,387 | -$3,387 |
| Boston Partners International Equity | -$26,556 | -$26,556 | -$26,556 |
| Commonfund International Partners VI | -$1,495 | -$1,478 | -$1,495 |
| Commonfund Private Equity Partners VII | -$580 | -$1,882 | -$580 |
| Commonfund Venture Partners VI | -$4,410 | -$60 | -$4,410 |
| Commonfund Venture Partners VIII | -$977 | -$959 | -$977 |
| Ecosystem Investment Partners IV | $16,565 | $7,387 | $16,565 |
| High Vista (Aberdeen) International Partners LP | -$12,046 | -$11,924 | -$12,046 |
| High Vista (Aberdeen) International Partners II LP | -$2,388 | -$2,388 | -$2,388 |
| High Vista (Aberdeen) Private Equity III LP | -$43,643 | -$790 | -$43,645 |
| High Vista (Aberdeen) Private Equity IV LP | -$6,059 | -$2,375 | -$6,059 |
| High Vista (Aberdeen) Venture Partners VI LP | $8,731 | $8,724 | $8,731 |
| K5 Private Investors | -$31,152 | -$31,152 | -$31,152 |
| Lead Edge Capital VI | -$16,195 | -$15,995 | -$16,180 |
| New Mountain VI | -$13,701 | -$8,721 | -$13,701 |
| New Mountain VI Aggregator | -$31 | -$31 | -$31 |
| Oaktree Opportunities Fund X | -$600 | -$600 | -$600 |
| Oaktree Opportunities Fund X AIF (Cayman) | -$2,451 | -$2,451 | -$2,451 |
| Oaktree Opportunities Fund X AIF (Delaware) | -$224 | -$224 | -$224 |
| Oaktree Opportunities Fund XB | $399 | -$147 | $399 |
| Oaktree Opportunities Fund XB AIF (Cayman) | -$2,406 | -$4,183 | -$2,406 |
| Oaktree Opportunities Fund XB AIF (Delaware) | -$251 | -$239 | -$251 |
| Pathway Private Equity Fund Investors, 11 | -$9,469 | -$8,683 | -$9,469 |
| Siguler Guff Distressed Opportunities Fd III | -$3,719 | -$3,744 | -$3,719 |
| SJF Ventures V, LP | -$17,222 | -$17,222 | -$17,222 |
| Spur Ventures III | -$2,072 | -$2,067 | -$2,072 |
| Spur Ventures VI | -$25,792 | -$25,829 | -$25,792 |
| The Rise Fund II | -$15,242 | -$15,242 | -$15,242 |
| The Rise Fund II Cayfir AIV 1-B | -$38 | -$38 | -$38 |
| The Rise Fund II DE AIV I | -$37 | -$37 | -$37 |
| The Rise Fund II SF AIV I | $5,189 | $5,189 | $5,189 |
| Ecosystem Investment Partners IV | $1,602 | $1,602 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Mercer Advisory | $89,513 | $89,513 | $0 |
| JP Morgan RiverBridge | $13,691 | $13,691 | $0 |
| JP Morgan #7008 | $20,161 | $20,161 | $0 |
| Executive Search - Consulting Fee | $22,973 | $0 | $22,973 |
| Other Investment Fees | $46,465 | $46,465 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Tax | $21,126 | $21,126 | $0 |
| Federal Withholding | $1,403 | $0 | $0 |
| State Withholding | $32 | $32 | $0 |
| Excise Tax | $25,000 | $0 | $0 |