JACOB AND HILDA BLAUSTEIN FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: JACOB AND HILDA BLAUSTEIN FOUNDATION INC (EIN 52-6038382)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-11-15
IRS object ID: 202533209349100403
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 Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-11-15T20:07:57-06:00	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	526038382	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	The Jacob and Hilda Blaustein	BusinessNameLine1Txt
Business Name Line2	Foundation Inc	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	JACO	BusinessNameControlTxt
Phone	4103477201	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	One South Street 2950	AddressLine1Txt
City	Baltimore	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	21202	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Stephen J Bass	PersonNm
Person Title	Treasurer	PersonTitleTxt
Phone	4103477187	PhoneNum
Signature	2025-11-15	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	$146,104,395	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	$2,900,000	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$34	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$34	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$2,392,542	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$2,392,542	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$10,663,511	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$31,872,720	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$10,663,511	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	-$496,832	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	-$494,044	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$15,459,255	TotalRevAndExpnssAmt
Total Net Invst Incm	$12,562,043	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$183,823	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$183,823	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss	$347,466	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm	$0	OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$347,466	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss	$151,304	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm	$0	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl	$151,304	PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$166,987	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$83,494	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$83,493	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$281,737	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$234,909	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$46,828	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$227,915	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$87,897	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss	$31,467	OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm	$0	OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl	$31,467	OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss	$15,866	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm	$0	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl	$15,866	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$47,257	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$47,257	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$1,453,822	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$406,300	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$907,504	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$10,449,607	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$10,449,607	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$11,903,429	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$406,300	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$11,357,111	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$3,555,826	ExcessRevenueOverExpensesAmt
Net Investment Income	$12,155,743	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$3,227,410	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$2,745,131	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$2,745,131	SavAndTempCashInvstEOYFMVAmt
Other Investments BOY	$113,582,071	OtherInvestmentsBOYAmt
Other Investments EOY	$118,710,482	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$141,750,833	OtherInvestmentsEOYFMVAmt
Other Assets BOY	$5,364,102	OtherAssetsBOYAmt
Other Assets EOY	$1,608,431	OtherAssetsEOYAmt
Other Assets EOYFMV	$1,608,431	OtherAssetsEOYFMVAmt
Total Assets BOY	$122,173,583	TotalAssetsBOYAmt
Total Assets EOY	$123,064,044	TotalAssetsEOYAmt
Total Assets EOYFMV	$146,104,395	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	$122,173,583	RetainedEarningBOYAmt
Retained Earning EOY	$123,064,044	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$122,173,583	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$123,064,044	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$122,173,583	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$123,064,044	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$122,173,583	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$3,555,826	ExcessRevenueOverExpensesAmt
Other Increases	$7,619	OtherIncreasesAmt
Subtotal	$125,737,028	SubtotalAmt
Other Decreases	$2,672,984	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$123,064,044	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (86 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	Cost Or Other BasisCostOrOtherBasisAmt
Acadian International All Cap Fund	P	2024-01-01	2024-12-31	$36,745	$36,745	$36,745
Acadian International All Cap Fund	P	2023-01-01	2024-12-31	$3,713	$3,713	$3,713
Acadian International All Cap Fund	P	2023-01-01	2024-12-31	$165,809	$165,809	$165,809
Artisan Sustainable Emerging Markets	P	2023-01-01	2024-12-31		-$242,297	-$242,297	$242,297
Artisan Sustainable Emerging Markets	P	2024-01-01	2024-12-31		-$12,742	-$12,742	$12,742
ASF VI - Distribution in excess of basis	P	2023-01-01	2024-12-31	$27,474	$27,474	$27,474
AXA Secondary Fd V - Distribution in excess of basis	P	2023-01-01	2024-12-31	$2,750	$2,750	$2,750
Catalio (Camden Partners) Nexus Fund, L.P.	P	2024-01-01	2024-12-31		-$12,278	-$12,278	$12,278
Catalio (Camden Partners) Nexus Fund, L.P. II	P	2023-01-01	2024-12-31	$293	$293	$293
Catalio (Camden Partners) Nexus Fund, L.P. III	P	2023-01-01	2024-12-31		-$1,479	-$1,479	$1,479
Catalio (Camden Partners) Nexus Fund, L.P. III	P	2024-01-01	2024-12-31	$228	$228	$228
Clayton, Dubilier & Rice Fund XII, LP	P	2024-01-01	2024-12-31	$49,048	$49,048	$49,048
Coller Int'l - Distribution in excess of Basis	P	2023-01-01	2024-12-31	$242	$242	$242
Commonfund Capital Venture Partners VI - gain on disposition	P	2023-01-01	2024-12-31	$1,781	$1,781	$1,781
Commonfund International Partners VI	P	2023-01-01	2024-12-31	$6,499	$6,499	$6,499
Commonfund International Partners VI	P	2024-01-01	2024-12-31		-$3	-$3	$3
Commonfund Private Equity Partners VII	P	2023-01-01	2024-12-31	$21,734	$21,734	$21,734
Commonfund Private Equity Partners VII	P	2024-01-01	2024-12-31		-$3	-$3	$3
Commonfund Venture Partners VI	P	2024-01-01	2024-12-31		-$1	-$1	$1
Commonfund Venture Partners VI	P	2023-01-01	2024-12-31		-$15,431	-$15,431	$15,431
Ecosystem Investment Partners IV	P	2023-01-01	2024-12-31		-$5,390	-$5,390	$5,390
Gatewood Capital Opportunity Fund L.P.	P	2024-01-01	2024-12-31	$27	$27	$27
Gatewood Capital Opportunity Fund L.P.	P	2023-01-01	2024-12-31		-$319	-$319	$319
HighVista International Partners II LP	P	2023-01-01	2024-12-31		-$6,161	-$6,161	$6,161
HighVista International Partners LP	P	2023-01-01	2024-12-31		-$4,243	-$4,243	$4,243
HighVista Private Equity III - gain on disposition	P	2023-01-01	2024-12-31	$17,276	$17,276	$17,276
HighVista Private Equity III LP	P	2023-01-01	2024-12-31	$23,994	$23,994	$23,994
HighVista Private Equity IV - loss on disposition	P	2023-01-01	2024-12-31		-$8,643	-$8,643	$8,643
HighVista Private Equity IV LP	P	2023-01-01	2024-12-31		-$6,441	-$6,441	$6,441
HighVista Venture Capital VI LP	P	2023-01-01	2024-12-31	$5,030	$5,030	$5,030
HighVista Venture Capital VI LP	P	2024-01-01	2024-12-31		-$73	-$73	$73
Industry Venture Partners VII LP	P	2023-01-01	2024-12-31	$28,311	$28,311	$28,311
Industry Venture Partners VII LP	P	2024-01-01	2024-12-31		-$2	-$2	$2
Industry Venture Partners VIII LP	P	2024-01-01	2024-12-31	$379	$379	$379
Industry Venture Partners VIII LP	P	2023-01-01	2024-12-31	$134,429	$134,429	$134,429
K5 Private Investors LP	P	2023-01-01	2024-12-31	$6,090	$6,090	$6,090
LCP VII - Distribution in Excess of Basis	P	2023-01-01	2024-12-31	$47,510	$47,510	$47,510
Lead Edge Capital VI, LP	P	2024-01-01	2024-12-31	$5,223	$5,223	$5,223
Lead Edge Capital VI, LP	P	2023-01-01	2024-12-31	$13,016	$13,016	$13,016
Legal & General MSCI EAFE Fund LLC	P	2023-01-01	2024-12-31	$8,308	$400	$400	$7,908
Legal & General MSCI EAFE Fund LLC	P	2023-01-01	2024-12-31	$33,452	$33,452	$33,452
Legal & General MSCI EAFE Fund LLC	P	2024-01-01	2024-12-31	$2,438	$2,438	$2,438
New Mountain Partners V (AIV-D2), LP	P	2023-01-01	2024-12-31	$125,250	$125,250	$125,250
New Mountain Partners V (AIV-F) Sellco, LP	P	2023-01-01	2024-12-31	$74,648	$74,648	$74,648
New Mountain Partners V, LP	P	2023-01-01	2024-12-31	$119,694	$119,694	$119,694
New Mountain VI	P	2024-01-01	2024-12-31	$343	$343	$343
New Mountain VII	P	2024-01-01	2024-12-31	$112	$112	$112
Ownership Capital Global Equity (USD) Fund, LP	P	2023-01-01	2024-12-31	$109,795	$109,795	$109,795
Ownership Capital Global Equity (USD) Fund, LP	P	2024-01-01	2024-12-31		-$7,907	-$7,907	$7,907
PB Strategic - loss on disposition	P	2023-01-01	2024-12-31		-$4,368	-$4,368	$4,368
PB Strategic Partners Feeder Fund IV	P	2023-01-01	2024-12-31	$8,495	$8,495	$8,495
Pointer Offshore, Ltd.	P	2023-01-01	2024-12-31	$8,656,762	$2,337,777	$2,337,777	$6,318,985
Publicly Traded Securities				$16,067,438	$2,371,804	$2,371,804	$13,695,634
RCP VII Feeder - Distribution in excess of basis	P	2023-01-01	2024-12-31	$507,464	$507,464	$507,464
Russell 1000 Growth Fund B	P	2023-01-01	2024-12-31	$2,075,479	$2,075,479	$2,075,479
Russell 1000 Growth Fund B	P	2024-01-01	2024-12-31	$39,072	$39,072	$39,072
Russell 1000 Value Fund B	P	2024-01-01	2024-12-31	$45,818	$45,818	$45,818
Russell 1000 Value Fund B	P	2023-01-01	2024-12-31	$1,161,847	$1,161,847	$1,161,847
Siguler Guff Distressed Opportunities Fd III	P	2024-01-01	2024-12-31		-$1,810	-$1,810	$1,810
Siguler Guff Distressed Opportunities Fd III	P	2023-01-01	2024-12-31		-$34,624	-$34,624	$34,624
Siguler Guff Distressed Opportunities Fd IV	P	2024-01-01	2024-12-31	$1	$1	$1
Siguler Guff Distressed Opportunities Fd IV	P	2023-01-01	2024-12-31		-$32,879	-$32,879	$32,879
Siguler Guff III - Distribution in excess of basis	P	2023-01-01	2024-12-31	$88,770	$88,770	$88,770
Siguler Guff III - gain on disposition	P	2023-01-01	2024-12-31	$375	$375	$375
SJF Ventures IV, LP	P	2023-01-01	2024-12-31	$38,361	$38,361	$38,361
SJF Ventures V, LP	P	2023-01-01	2024-12-31	$33,512	$33,512	$33,512
Spur Ventures III	P	2023-01-01	2024-12-31	$146,662	$146,662	$146,662
Spur Ventures III	P	2024-01-01	2024-12-31		-$349	-$349	$349
Spur Ventures IV	P	2023-01-01	2024-12-31	$150,141	$150,141	$150,141
Spur Ventures IV	P	2024-01-01	2024-12-31	$22	$22	$22
Spur Ventures V	P	2023-01-01	2024-12-31	$87,578	$87,578	$87,578
Spur Ventures V	P	2024-01-01	2024-12-31	$11,984	$11,984	$11,984
Spur Ventures VI	P	2023-01-01	2024-12-31		-$18,842	-$18,842	$18,842
Spur Ventures VI	P	2024-01-01	2024-12-31	$497	$497	$497
Stewart Investors Worldwide Sustainability Fund	P	2023-01-01	2024-12-31	$9,162	$1,622	$1,622	$7,540
Stewart Investors Worldwide Sustainability Fund	P	2023-01-01	2024-12-31		-$659,715	-$659,715	$659,715
Stewart Investors Worldwide Sustainability Fund	P	2024-01-01	2024-12-31	$842,217	$842,217	$842,217
Strategic III - gain on disposition	P	2023-01-01	2024-12-31	$16	$16	$16
The Rise Fund FOF, LP	P	2023-01-01	2024-12-31	$25,460	$25,460	$25,460
The Rise Fund FOF, LP	P	2024-01-01	2024-12-31	$1	$1	$1
The Rise Fund II DE AIV I, LP	P	2023-01-01	2024-12-31	$24,532	$24,532	$24,532
The Rise Fund III	P	2023-01-01	2024-12-31	$7	$7	$7
TPG Rise Climate	P	2023-01-01	2024-12-31	$20	$20	$20
TPG Rise Climate DE AIV I	P	2023-01-01	2024-12-31	$26,730	$26,730	$26,730
Vista Equity Partners Fund VII	P	2023-01-01	2024-12-31		-$103,142	-$103,142	$103,142
Capital Gains Dividends	P			$752,656	$752,656	$752,656

Field	Value	IRS element (for citing)
Capital Gain Net Income	$10,663,511	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$168,965	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$168,965	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$168,965	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$130,044	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$80,000	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$210,044	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$0	EsPenaltyAmt
Overpayment	$41,079	OverpaymentAmt
Applied To ES Tax	$41,079	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	IndividualWithBooksNm
Phone	4103477205	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	c/o AFS 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	Yes (1)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	0	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	Yes (1)	BusinessHoldingsInd
Excess Business Holdings	0	ExcessBusinessHoldingsInd
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 (15 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
Michael J Hirschhorn
c/o AFS One South St 2950	Baltimore	MD	21202	President & Director	30.00	$104,161	$52,202	$0
Barbara S Roswell
c/o AFS One South St 2950	Baltimore	MD	21202	Vice President & Director	0.00	$0	$0	$0
Sarah H Shapiro
c/o AFS One South St 2950	Baltimore	MD	21202	Vice President & Director	0.00	$0	$0	$0
Jennifer A Pratt
c/o AFS One South St 2950	Baltimore	MD	21202	Secretary	0.00	$0	$0	$0
Regan E Ralph
c/o AFS One South St 2950	Baltimore	MD	21202	Assistant Secretary & Executive Dir.	30.00	$79,662	$7,630	$0
Scott L Soffen
c/o AFS One South St 2950	Baltimore	MD	21202	Assistant Secretary	0.00	$0	$0	$0
Stephen J Bass
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
Jennifer L Bove
c/o AFS One South St 2950	Baltimore	MD	21202	Assistant Treasurer	0.00	$0	$0	$0
Arthur E Roswell
c/o AFS One South St 2950	Baltimore	MD	21202	Director	0.00	$0	$0	$0
Gina B Hirschhorn
c/o AFS One South St 2950	Baltimore	MD	21202	Director	0.00	$0	$0	$0
Majorie B Roswell
c/o AFS One South St 2950	Baltimore	MD	21202	Director	0.00	$0	$0	$0
Judith R Weinstein
c/o AFS One South St 2950	Baltimore	MD	21202	Director	0.00	$0	$0	$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee BenefitsEmployeeBenefitsAmt	Expense AccountExpenseAccountAmt
Brenda Zlatin
One South Street 2900	Baltimore	MD	21202	Program Officer	35.00	$153,709	$41,907	$0
Betsy Ringel
One South Street 2900	Baltimore	MD	21202	Former Executive Dir	30.00	$70,453	$14,909	$0
Lara Hall
One South Street 2900	Baltimore	MD	21202	Program Officer	15.00	$69,822	$5,909	$0
April Crowder
One South Street 2900	Baltimore	MD	21202	Grant Administrator	25.00	$51,262	$9,637	$0

Field	Value	IRS element (for citing)
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Service TypeServiceTypeTxt	CompensationCompensationAmt
Atapco Financial Services Inc
One South Street 2950	Baltimore	MD	212023298	Acct, Tax & Invest.	$166,987
Mercer
500 West Madison St 2740	Chicago	IL	60661	Inv Counsel/Mgmt Fee	$148,987
Blackrock Institutional Trust (via K-1)
400 Howard Street	San Francisco	CA	94105	Investment Management	$137,681
Spur Ventures (via K-1)
2370 Nowata Place	Bartlesville	OK	74006	Investment Management	$80,545
TPG
301 Commerce Street Ste 3300	Fort Worth	TX	76102	Investment Management	$50,424

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	$32,812	Expenses1Amt
Total	$32,812	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$140,496,172	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$5,728,682	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$146,224,854	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$146,224,854	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$2,193,373	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$144,031,481	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$7,201,574	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$7,201,574	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$168,965	TaxBasedOnInvestmentIncomeAmt
Total Tax	$168,965	TotalTaxAmt
Distributable Before Adj	$7,032,609	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$119,451	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$7,152,060	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$7,152,060	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$11,357,111	ExpensesAndContributionsAmt
Program Related Invst Total	$32,812	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$11,389,923	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$7,152,060	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$2,691,982	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$2,988,621	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$1,723,972	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$2,361,236	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$3,335,030	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$13,100,841	TotalExcessDistributionCyovAmt
Qualifying Distributions	$11,389,923	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$7,152,060	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$4,237,863	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$17,338,704	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	$2,691,982	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$14,646,722	ExcessDistriCyovToNextYrAmt
Excess From Year4	$2,988,621	ExcessFromYear4Amt
Excess From Year3	$1,723,972	ExcessFromYear3Amt
Excess From Year2	$2,361,236	ExcessFromYear2Amt
Excess From Year1	$3,335,030	ExcessFromYear1Amt
Excess From Current Year	$4,237,863	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	Michael J Hirschhorn Regan Ralph	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 (220 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
Accelerate Change
294 Washington Street Suite 500	Boston	MA	02108	n/a	501(3)	general support for a challenge grant	$450,000
Adamah
5425 Mount Gilead Road	Reisterstown	MD	211364110	n/a	501(3)	general support	$50,000
Adamah
5425 Mount Gilead RoadReisterstown	Reisterstown	MD	211364110	n/a	501(3)	general support	$25,000	MD 21136-4110
American Civil Liberties Union Foundation of Maryland
3600 Clipper Mill Road Suite 350	Baltimore	MD	21211	n/a	501(3)	support for the Right to Education program	$60,000
American Friends of ELI
P O Box 12	Merion Station	PA	19066	n/a	501(3)	support for ELI, The Israel Association for Child Protection for therapeutic services to victims of child abuse	$25,000
American Friends of ITIM
247 West 36th Street Fifth Floor	New York	NY	10018	n/a	501(3)	support to promote religious freedom and pluralism in Israel	$25,000
American Friends of the Heschel Center Inc
1814 Shady Avenue	Pittsburgh	PA	15217	n/a	501(3)	support to promote environmental leadership and educate for sustainability	$35,000
American Jewish World Service
45 West 36th Street	New York	NY	10018	n/a	501(3)	support for work on child, early, and forced marriage and unions	$100,000
American Visionary Art Museum Inc
800 Key Highway	Baltimore	MD	21230	n/a	501(3)	general support	$25,000
Americans for Ben-Gurion University
1001 Avenue of the Americas 19th	New York	NY	10018	n/a	501(3)	support for fellowships for Bedouin students pursuing master's degrees in urban planning	$50,000	Floor
Americans for Ben-Gurion University
1001 Avenue of the Americas 19th	New York	NY	10018	n/a	501(3)	support for Gateway to the Academy, a preparatory year for Bedouin students at Ben Gurion University	$50,000	Floor
Americans for Ben-Gurion University
1001 Avenue of the Americas 19th	New York	NY	10018	n/a	501(3)	support for the Shared Life Lab at Ben Gurion University	$50,000	Floor
Americans for Ben-Gurion University
1001 Avenue of the Americas 19th	New York	NY	10018	n/a	501(3)	support for Bridge to the Academy, a program for gifted Bedouin high school students at the Jusidman Science Center for Youth at Ben Gurion University	$50,000	Floor
Animal Allies Rescue Foundation
PO Box 6446	Baltimore	MD	212300446	n/a	501(3)	matching gift	$135
Arts Education in Maryland Schools Inc
190 West Ostend Street Suite 210	Baltimore	MD	212303794	n/a	501(3)	general support	$25,000
Arts Every Day Inc
1505 Eutaw Place Suite 204	Baltimore	MD	21217	n/a	501(3)	general support	$35,000
Arts for Learning Maryland
21 East North Avenue 1st Floor	Baltimore	MD	212020000	n/a	501(3)	matching gift	$1,000
Arts for Learning Maryland
21 East North Avenue 1st Floor	Baltimore	MD	212020000	n/a	501(3)	general support for programming in Baltimore City, support for the Access for All program and support for the community schools program	$80,000
Asheville Humane Society
14 Forever Friend Lane	Asheville	NC	28806	n/a	501(3)	matching gift	$200
Asylum Access
344 Thomas L Berkley Way	Oakland	CA	94612	n/a	501(3)	general support and support for the Resourcing Refugee Leadership Initiative	$100,000
Asylum Seeker Advocacy Project
228 Park Avenue S No 84810	New York	NY	100031502	n/a	501(3)	general support	$50,000
Asylum Seeker Advocacy Project
228 Park Avenue S No 84810	New York	NY	100031502	n/a	501(3)	general support	$50,000
AVODAH The Jewish Service Corps
195 Montague Street 14th Floor	Brooklyn	NY	11201	n/a	501(3)	general support	$75,000
AVODAH The Jewish Service Corps
195 Montague Street 14th Floor	Brooklyn	NY	11201	n/a	501(3)	general support	$25,000
Backyard Basecamp
5111 Plainfield Avenue	Baltimore	MD	21206	n/a	501(3)	matching gift	$200
Backyard Basecamp
5111 Plainfield Avenue	Baltimore	MD	21206	n/a	501(3)	general support	$30,000
Baltimore Animal Rescue and Care Shelter Inc
2490 Giles Road	Baltimore	MD	21225	n/a	501(3)	matching gift	$108
Baltimore Arts Realty Corporation
2519 North Charles Street	Baltimore	MD	212184602	n/a	501(3)	support for Motor House	$15,000
Baltimore Clayworks Inc
5707 Smith Avenue	Baltimore	MD	21209	n/a	501(3)	general support	$35,000
Baltimore Community ToolBank
1224 Wicomico Street	Baltimore	MD	21230	n/a	501(3)	general support	$25,000
Baltimore Corps
PO Box 67348	Baltimore	MD	21215	n/a	501(3)	general support	$25,000
Baltimore Educational Scholarship Trust
900 East Fayette StreetPO Box 13470	Baltimore	MD	21203	n/a	501(3)	general support	$35,000
Bend the Arc A Jewish Partnership for Justice
330 Seventh Avenue 19th Floor010	New York	NY	100015010	n/a	501(3)	support to engage Jews in promoting economic opportunity and social justice for all Americans	$75,000
Bend the Arc A Jewish Partnership for Justice
330 Seventh Avenue 19th Floor	New York	NY	100015010	n/a	501(3)	support for the Jewish Social Justice Roundtable	$35,000
Beth Am Synagogue
2701 North Charles Street Suite 402	Baltimore	MD	21218	n/a	501(3)	matching gift	$1,699
Black Arts District
1214 Eutaw Place Office 3	Baltimore	MD	212173605	n/a	501(3)	general support	$25,000
Black Girls Cook
2516 Oakley Avenue	Baltimore	MD	212155307	n/a	501(3)	matching gift	$160
Black Girls Cook
2516 Oakley Avenue	Baltimore	MD	212155307	n/a	501(3)	matching gift	$200
Breast Cancer Prevention Partners
1388 Sutter Street Suite 400	San Francisco	CA	941095400	n/a	501(3)	matching gift for April Crowder	$200
Breast Cancer Prevention Partners
1388 Sutter Street Suite 400	San Francisco	CA	941095400	n/a	501(3)	general support	$50,000
Brigid Alliance
PO Box 58	New York	NY	100240058	n/a	501(3)	general support	$50,000
Business & Human Rights Resource Centre
450 Lexington Avenue 4407	New York	NY	10163	n/a	501(3)	general support	$35,000
Center for Reproductive Rights
199 Water Street 22nd Floor	New York	NY	10038	n/a	501(3)	renewed support for the Global Program	$30,000
Chesapeake Climate Action Network
6930 Carroll Avenue Suite 720	Takoma Park	MD	20912	n/a	501(3)	support for the Maryland program	$35,000
Chesapeake Shakespeare Company
7 South Calvert Street	Baltimore	MD	21202	n/a	501(3)	support for education and outreach programs	$25,000
Child First Authority Inc
3904 Hickory Avenue Suite 200	Baltimore	MD	212111855	n/a	501(3)	support for the community schools program	$35,000
Children's Environmental Health Network
110 Maryland Avenue NE Suite 404	Washington	DC	200025626	n/a	501(3)	general support	$50,000
Chizuk Amuno Congregation
8100 Stevenson Road	Baltimore	MD	21208	n/a	501(3)	matching gift for Krieger Schechter Day School	$1,080
City Neighbors Foundation
4301 Raspe Avenue	Baltimore	MD	212061913	n/a	501(3)	support for the promotion of progressive education practices in Baltimore City public schools	$25,000
City Teaching Alliance
8 Market Place Suite 410	Baltimore	MD	21202	n/a	501(3)	support for the teacher training and certification program in Baltimore City	$70,000
Comprehensive Housing Assistance Inc
5809 Park Heights Avenue	Baltimore	MD	21215	n/a	501(3)	support for the School and Community Partnership Program	$30,000
Confluence Philanthropy
1 Penn Plaza Box 6169	New York	NY	10119	n/a	501(3)	general support through membership in 2025	$1,650
Creative Alliance
3134 Eastern Avenue	Baltimore	MD	212243963	n/a	501(3)	general support	$25,000
Disability Rights Fund
68 Harrison Avenue Suite 605	Boston	MA	02111	n/a	501(3)	general support	$50,000
Disability Rights International
1050 Connecticut Avenue NW Suite	Washington	DC	20036	n/a	501(3)	renewed general support to promote the human rights of people with mental disabilities worldwide	$55,000	500
Economic Action MD
2209 Maryland Avenue	Baltimore	MD	212185627	n/a	501(3)	support for the Campaign to End Medical Debt	$25,000
Ecopeace Friends of the Earth Middle East
6534 Spring Valley Drive	Alexandria	VA	22312	n/a	501(3)	general support	$35,000
Ecopeace Friends of the Earth Middle East
6534 Spring Valley Drive	Alexandria	VA	22312	n/a	501(3)	general support	$30,000
Elev8 Baltimore
844 Roundview Road	Baltimore	MD	21225	n/a	501(3)	matching gift	$100
Elev8 Baltimore
844 Roundview Road	Baltimore	MD	21225	n/a	501(3)	support for the community schools program	$35,000
Encounter Programs Inc
1 West 4th Street	New York	NY	10012	n/a	501(3)	general support	$50,000
Enoch Pratt Free Library of Baltimore City
400 Cathedral Street	Baltimore	MD	212014401	n/a	501(3)	support for the Branch Improvement Fund	$30,000
Environmental Integrity Project
1000 Vermont Avenue NW Suite 1100	Washington	DC	20005	n/a	501(3)	support for the Baltimore Environmental Justice Campaign	$50,000
Environmental Working Group
1250 I Street NW Suite 1000	Washington	DC	20005	n/a	501(3)	support for the Science Program	$50,000
Equis Institute
660 Pennsylvania Avenue SE	Washington	DC	20003	n/a	501(3)	support for Equis Research	$200,000
Fish Feel
1200 Taney Road	Silver Spring	MD	20904	n/a	501(3)	matching gift	$700
Footsteps
114 John Street 930	New York	NY	102729948	n/a	501(3)	support for programs that assist ultra-Orthodox Jews to explore life beyond their insular communities	$35,000
Friends of Direct Action Everywhere
PMB 328 2425 Channing Way Suite B	Berkeley	CA	947040000	n/a	501(3)	matching gift	$500
Friends of Israel's Environment
231 Bussey Street	Dedham	MA	02026	n/a	501(3)	support for Adam Teva V'Din - Israel Union for Environmental Defense	$100,000
Friends of the Arava Institute
1320 Centre Street Suite 206	Newton Centre	MA	02459	n/a	501(3)	support for the Arava Institute for Environmental Studies	$55,000
Friends of the Israel Movement for Progressive Judaism
211 S Spalding Drive Apt S403	Beverly Hills	CA	902123664	n/a	501(3)	support to promote religious pluralism and the rule of law through advocacy, research, public education and litigation	$75,000
Fund for Educational Excellence
800 North Charles Street Suite 400	Baltimore	MD	212015322	n/a	501(3)	matching gift for CHARM: Voices of Baltimore Youth	$500
Fund for Educational Excellence
800 North Charles Street Suite 400	Baltimore	MD	212015322	n/a	501(3)	general support and support for the fiscal sponsorship program	$80,000
Fund for Educational Excellence
800 North Charles Street Suite 400	Baltimore	MD	212015322	n/a	501(3)	matching gift	$1,500
Fund for Educational Excellence
800 North Charles Street Suite 400	Baltimore	MD	212015322	n/a	501(3)	support for Strong Schools Maryland	$50,000
Fund for Educational Excellence
800 North Charles Street Suite 400	Baltimore	MD	212015322	n/a	501(3)	matching gift	$1,500
Fund for Educational Excellence
800 North Charles Street Suite 400	Baltimore	MD	212015322	n/a	501(3)	matching gift for CHARM: Voices of Baltimore Youth	$500
Fund for Global Human Rights
1301 Connecticut Avenue NW Suite	Washington	DC	20036	n/a	501(3)	general support to make grants to local and regional human rights groups around the world	$100,000	400
Fusion Partnerships Inc
1601 Guilford Avenue 2 South	Baltimore	MD	212022877	n/a	501(3)	support for the Teachers' Democracy Project's parent training on restorative approaches to school reform	$25,000
Fusion Partnerships Inc
1601 Guilford Avenue 2 South	Baltimore	MD	212022877	n/a	501(3)	support for the Intercultural Counseling Connection	$60,000
Fusion Partnerships Inc
1601 Guilford Avenue 2 South	Baltimore	MD	212022877	n/a	501(3)	general support	$25,000
Global Refuge
700 Light Street	Baltimore	MD	212303850	n/a	501(3)	support for the Migrant Mental Health Services program in Baltimore	$25,000
Grantmakers Concerned with Immigrants and Refugees
P O Box 2178	Petaluma	CA	94953	n/a	501(3)	general support through membership in 2024	$3,750
Grantmakers for Education
400 SE 103rd Drive 33348	Portland	OR	97216	n/a	501(3)	general support through membership	$2,900
Greater Baltimore Cultural Alliance
120 West North Avenue Suite 305	Baltimore	MD	21201	n/a	501(3)	general support	$25,000
Ground Game Fund
4107 Medical Parkway Suite 212	Austin	TX	787560000	n/a	501(3)	support for the Focus for Democracy re-granting pool	$150,000
Ground Game Fund
4107 Medical Parkway Suite 212	Austin	TX	787560000	n/a	501(3)	support for DJs at the Polls	$200,000
Habitable
4911 7th Street NW	Washington	DC	200114001	n/a	501(3)	general support	$35,000
Healthy Neighborhoods Inc
11 East Mount Royal Avenue Suite	Baltimore	MD	212022470	n/a	501(3)	support for Dance Baltimore	$15,000	302
Historic East Baltimore Community Action Coalition Inc
1212 North Wolfe Street	Baltimore	MD	21213	n/a	501(3)	support for mental health services for young adults enrolled in the Youth Opportunity Center	$25,000
Holistic Life Foundation Inc
1014 West 36th Street Suite 403	Baltimore	MD	21211	n/a	501(3)	support for mindfulness programming in Baltimore City schools	$42,500
I AM MENtality
4115 Frederick Avenue	Baltimore	MD	212290142	n/a	501(3)	support for the Health and Wellness Program	$35,000
International Medical Corps
12400 Wilshire Boulevard Suite 1500	Los Angeles	CA	900251030	n/a	501(3)	support for emergency response to the Israel-Hamas war, in the form of humanitarian medical relief in Gaza	$50,000
International Medical Corps
12400 Wilshire Boulevard Suite 1500	Los Angeles	CA	900251030	n/a	501(3)	support for emergency response to the Israel-Hamas war, in the form of humanitarian medical relief in Gaza	$50,000
International Refugee Assistance Project
1 Battery Park Plaza 4th Floor	New York	NY	10004	n/a	501(3)	general support	$50,000
International Refugee Assistance Project
1 Battery Park Plaza 4th Floor	New York	NY	10004	n/a	501(3)	general support	$50,000
Intersection of Change
PO Box 12764	Baltimore	MD	212175764	n/a	501(3)	support for the Jubilee Arts program	$25,000
Jewish Community Foundation of Greater Mercer
457 Nassau Street Suite 101	Princeton	NJ	08540	n/a	501(3)	matching gift	$5,000
Jewish Council for Public Affairs
25 Broadway Suite 1700	New York	NY	10004	n/a	501(3)	support for Resetting the Table for efforts to promote nuanced dialogue in the Jewish community about the Palestinian-Israeli conflict	$100,000
Jewish Funders Network
150 West 30th Street Suite 900	New York	NY	100014125	n/a	501(3)	general support through membership	$8,000
Jewish Funders Network
150 West 30th Street Suite 900	New York	NY	100014125	n/a	501(3)	support for emergency response to the Israel-Hamas war	$35,000
Jewish Studio Project
940 Dwight Way 13B	Berkeley	CA	94710	n/a	501(3)	general support for programs to promote creativity in the Jewish world	$40,000
Jews of Color Initiative
1601 Vine Street	Los Angeles	CA	90028	n/a	501(3)	general support	$75,000
Jews of Color Initiative
1601 Vine Street	Los Angeles	CA	90028	n/a	501(3)	general support	$25,000
Jews United for Justice
PO Box 41485	Washington	DC	20018	n/a	501(3)	support for the Collaborative for Jewish Organizing	$25,000
Jews United for Justice
PO Box 41485	Washington	DC	20018	n/a	501(3)	support for activities in Baltimore	$50,000
Johns Hopkins University-Peabody Institute
1 East Mount Vernon Place	Baltimore	MD	21202	n/a	501(3)	support for the Tuned-In Initiative	$20,000
JOIN for Justice
PO Box 690376	Quincy	MA	021695301	n/a	501(3)	general support	$35,000
Koret Israel Economic Development Funds
				n/a	501(3)	support for Bizchut, The Israel Human Rights Center for People with Disabilities	$6,000		3 Kanfei Nesharim Street	Jerusalem	IS
Koret Israel Economic Development Funds
				n/a	501(3)	support for Bizchut, The Israel Human Rights Center for People with Disabilities	$8,000		3 Kanfei Nesharim Street	Jerusalem	IS
Len Ragozin Foundation
300 Cadman Plaza West 12th Floor	Brooklyn	NY	112010000	n/a	501(3)	matching gift	$350	Suite 12040
LifeBridge Health
2401 West Belvedere Avenue	Baltimore	MD	212155271	n/a	501(3)	capital support for the Center for Hope	$50,000
Maryland Association of Nonprofit Organizations
1500 Union Avenue Suite 2500	Baltimore	MD	21211	n/a	501(3)	general support	$35,000
Maryland Citizens for the Arts Inc
120 West North Avenue Suite 302	Baltimore	MD	21201	n/a	501(3)	general support	$20,000
Maryland Citizens' Health Initiative Education Fund Inc
2600 Saint Paul Street	Baltimore	MD	21218	n/a	501(3)	general support	$90,000
Maryland Dental Action Coalition
10015 Old Columbia Road Suite B-215	Columbia	MD	210461703	n/a	501(3)	support for the Medicaid Adult Dental Collaborative	$40,000
Maryland Institute College of Art
1300 West Mount Royal Avenue	Baltimore	MD	212174191	n/a	501(3)	support for the Master of Fine Arts in Community Arts program	$40,000
Maryland League of Conservation Voters Education Fund
30 West Street Suite C	Annapolis	MD	21401	n/a	501(3)	support to deepen relationships with Baltimore area Black-led and/or Black-serving organizations	$35,000
Maryland Pesticide Education Network
544 Epping Forest Road	Annapolis	MD	21401	n/a	501(3)	general support	$50,000
Maryland Philanthropy Network
1600 West 41st Street Suite 700	Baltimore	MD	21211	n/a	501(3)	general support	$20,000
Maryland Philanthropy Network
1600 West 41st Street Suite 700	Baltimore	MD	21211	n/a	501(3)	general support through membership in 2025	$10,500
Maryland State Boychoir
3400 Norman Avenue	Baltimore	MD	21213	n/a	501(3)	matching gift	$400
Maryland Volunteer Lawyers for the Arts
120 West North Avenue Suite 305A	Baltimore	MD	21201	n/a	501(3)	general support	$20,000
MEET International Inc
68 Harrison Avenue 605 PMB 43558	Boston	MA	02111	n/a	501(3)	support for programs that bring together Jewish and Arab teens to explore the world of technology and entrepreneurship	$25,000
Mental Health Association of Maryland Inc
1301 York Road Suite 505	Lutherville	MD	210936008	n/a	501(3)	general support	$100,000
Mission Investors Exchange
107 Spring Street	Seattle	WA	981041005	n/a	501(3)	general support through membership	$1,100
Moishe House
441 Saxony Road Barn 2	Encinitas	CA	92024	n/a	501(3)	support for Base	$50,000
NAMI Maryland Inc
10630 Little Patuxent Parkway Suite	Columbia	MD	21044	n/a	501(3)	general support	$25,000	475
NAMI Metropolitan Baltimore Inc
2601 North Howard Street Suite 130	Baltimore	MD	21218	n/a	501(3)	matching gift	$300
NAMI Metropolitan Baltimore Inc
2601 North Howard Street Suite 130	Baltimore	MD	21218	n/a	501(3)	matching gift	$300
NAMI Metropolitan Baltimore Inc
2601 North Howard Street Suite 130	Baltimore	MD	21218	n/a	501(3)	general support	$40,000
National Caucus of Environmental Legislators
1140 3rd Street NE Suite 200	Washington	DC	20002	n/a	501(3)	general support	$50,000
National Center for Family Philanthropy
1667 K Street NW Suite 550	Washington	DC	20006	n/a	501(3)	general support through the Friends of the Family program	$2,500
National Health Law Program
3701 Wilshire Boulevard Suite 315	Los Angeles	CA	90010	n/a	501(3)	support for efforts to secure and protect equitable access to public health care programs for low-income people and emergency support for hiring of additional attorneys	$115,000
Nature Sacred
105 Annapolis Street Suite D	Annapolis	MD	214011360	n/a	501(3)	support for the Baltimore Fund, which supports the development of green spaces in underserved Baltimore neighborhoods	$30,000
New Israel Fund
PO Box 70358	Philadelphia	PA	191760358	n/a	501(3)	support for Bimkom-Planning and Human Rights for activities in the Negev	$75,000
New Israel Fund
PO Box 70358	Philadelphia	PA	191760358	n/a	501(3)	support for Green Course for its programs that engage Israeli young people in environmental issues	$50,000
New Israel Fund
PO Box 70358	Philadelphia	PA	191760358	n/a	501(3)	support for the Vivian Silver Memorial Fund	$10,000
New Israel Fund
PO Box 70358	Philadelphia	PA	191760358	n/a	501(3)	support for the Israel Center for Educational Innocation for its work to promote literacy in Israeli elementary schools	$75,000
New Israel Fund
PO Box 70358	Philadelphia	PA	191760358	n/a	501(3)	support for the Hagar school in Beersheva	$25,000
New Israel Fund
PO Box 70358	Philadelphia	PA	191760358	n/a	501(3)	support for Shatil's activities in the Negev	$50,000
North Salem Open Land Foundation
PO Box 176	North Salem	NY	105600176	n/a	501(3)	matching gift	$200
Nova Institute for Health
1407 Fleet Street	Baltimore	MD	21231	n/a	501(3)	support for the Primary Care project	$30,000
Our Hen House
1100 Jefferson Road Suite 12	Rochester	NY	14620	n/a	501(3)	matching gift	$500
PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor	New York	NY	10017	n/a	501(3)	support for Tamar Organization to provide psychosocial support services and training to the Negev Bedouin community	$25,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor	New York	NY	10017	n/a	501(3)	support for the Shamsuna Center to bring solar power to the Negev Bedouin community	$50,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor	New York	NY	10017	n/a	501(3)	support for Shamsuna Center to bring solar power to the Negev Bedouin community	$35,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor	New York	NY	10017	n/a	501(3)	support for Merchavim-The Institute for the Advancement of Shared Citizenship in Israel	$35,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor	New York	NY	10017	n/a	501(3)	support for the Israel Climate Fund	$50,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor	New York	NY	10017	n/a	501(3)	support for Desert Stars to build leadership among Bedouin young people in the Negev	$30,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor	New York	NY	10017	n/a	501(3)	support for Co-impact-The Partnership for a Breakthrough in Arab Employment for programs to increase Negev Bedouin employment	$50,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor	New York	NY	10017	n/a	501(3)	support for Life and Environment for coalition building for the environmental movement in Israel	$50,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor	New York	NY	10017	n/a	501(3)	support for Project Wadi Attir	$50,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor	New York	NY	10017	n/a	501(3)	support for the Shoresh Fund for emergency response to the Israel-Hamas war	$50,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor	New York	NY	10017	n/a	501(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(3)	support for Teach First Israel for its work in Bedouin schools	$35,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor	New York	NY	10017	n/a	501(3)	support for Merchavim-The Institute for the Advancement of Shared Citizenship in Israel	$25,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor	New York	NY	10017	n/a	501(3)	support for AJEEC-NISPED for a project manager to facilitate the purchase of a building in Beersheva	$50,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor	New York	NY	10017	n/a	501(3)	support for Ahed-The Association of Academic Arabs in the Negev for the Ahed Bedouin High School for Science	$50,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor	New York	NY	10017	n/a	501(3)	support for the Tamar Center for educational programs that help Bedouin high school youth to access higher education	$30,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor	New York	NY	10017	n/a	501(3)	support for El Yanabia for activities in the Negev	$75,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor	New York	NY	10017	n/a	501(3)	support for Bizchut, The Israel Human Rights Center for People with Disabilities for advocacy efforts on behalf of people with disabilities	$22,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor	New York	NY	10017	n/a	501(3)	support for the Center for Women's Justice for litigation and advocacy to promote gender equality in the rabbinical court system	$25,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor	New York	NY	10017	n/a	501(3)	support for the Tamar Center for educational programs that help Bedouin high school youth to access higher education	$50,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor	New York	NY	10017	n/a	501(3)	support for Sikkuy-Aufoq-For a Shared and Equal Society for activities in the Negev	$150,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor	New York	NY	10017	n/a	501(3)	support for Deseart Stars to build leadership among Bedouin young people in the Negev	$75,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor	New York	NY	10017	n/a	501(3)	support for Siraj-Advancing Hi-Tech in the Bedouin Commnity to prepare young Bedouins in the Negev for careers in the tech sector	$30,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor	New York	NY	10017	n/a	501(3)	support for Siraj-Advancing Hi-Tech in the Bedouin Community to prepare young Bedouins in the Negev for careers in the tech sector	$75,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor	New York	NY	10017	n/a	501(3)	support for AJEEC-NISPED to promote development in the Bedouin community and positive intergroup relations in the Negev	$90,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor	New York	NY	10017	n/a	501(3)	support for Bizchut, The Israel Human Rights Center for People with Disabilities for advocacy efforts on behalf of people with disabilities	$19,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor	New York	NY	10017	n/a	501(3)	support for Sikkuy-Aufoq-For a Shared and Equal Society for activities in the Negev	$35,000
Possibility Labs
1410 Franklin Street Suite 135	San Francisco	CA	94109	n/a	501(3)	support for CLLCTIVLY for capacity building supports for Black-led social change organizations	$25,000
Pro Bono Counseling
1500 Union Avenue Suite 2100	Baltimore	MD	21211	n/a	501(3)	general support	$60,000
Protect Democracy Project
2020 Pennsylvania Avenue NW Suite	Washington	DC	200061811	n/a	501(3)	general support	$50,000	163
Public Justice Center
201 North Charles Street Suite 1200	Baltimore	MD	21201	n/a	501(3)	support for the Health and Benefits Equity Project	$75,000
Repair the World
1460 Broadway	New York	NY	10036	n/a	501(3)	support for activities in Baltimore	$100,000
Roberta's House Inc
928 East North Avenue	Baltimore	MD	21202	n/a	501(3)	general support	$50,000
Roca Inc
101 Park Street	Chelsea	MA	021502771	n/a	501(3)	support for Roca Baltimore	$75,000
Rose Foundation for Communities and the Environment
201 4th Street Suite 102	Oakland	CA	946074369	n/a	501(3)	support for Clearya	$50,000
Safe Haven Farm Sanctuary
254 Gardner Hollow Road	Poughquag	NY	125705831	n/a	501(3)	matching gift	$200
Sentient Media
18 Bartol Street 1150	San Francisco	CA	94133	n/a	501(3)	matching gift	$1,000
Shalom Hartman Institute of North America
475 Riverside Drive Suite 1450	New York	NY	10115	n/a	501(3)	support for Wellspring, a suite of Israel education programs for high school and college students and educators who work with them	$50,000
Sierra Club Foundation
2101 Webster Street Suite 1250	Oakland	CA	94612	n/a	501(3)	general support for the Maryland chapter	$50,000
Social Good Fund
PO Box 5473	Richmond	CA	94805	n/a	501(3)	support for Dayenu: A Jewish Call to Climate Action	$75,000
Tahirih Justice Center
6400 Arlington Boulevard Suite 400	Falls Church	VA	22042	n/a	501(3)	general support for legal advocacy on behalf of refugee women and girls fleeing gender-based violence in Baltimore, DC, Atlanta, Houston and San Francisco	$50,000
Teach For America Inc
2601 North Howard Street Suite 300	Baltimore	MD	21218	n/a	501(3)	general support	$25,000
The American Jewish Committee
165 East 56 Street	New York	NY	100222746	n/a	501(3)	annual support	$50,000
The American Jewish Joint Distribution Committee
220 East 42nd Street	New York	NY	10017	n/a	501(3)	support for the Inter-Agency Task Force on Israeli Arab Issues	$75,000
The Associated Jewish Community Federation of Baltimore Inc
5700 Park Heights Avenue	Baltimore	MD	21215	n/a	501(3)	general support for the 2024 Annual Campaign	$650,000
The Associated Jewish Community Federation of Baltimore Inc
5700 Park Heights Avenue	Baltimore	MD	21215	n/a	501(3)	support to address abuse and other forms of interpersonal trauma in the Jewish community	$35,000
The Associated Jewish Community Federation of Baltimore Inc
5700 Park Heights Avenue	Baltimore	MD	21215	n/a	501(3)	general support for the 2024 Annual Campaign	$650,000
The Baltimore Banner
621 East Pratt Street Suite 401	Baltimore	MD	21202	n/a	501(3)	support for The Banner's community reporting	$25,000
The Baltimore Museum of Art
10 Art Museum Drive	Baltimore	MD	212183898	n/a	501(3)	general support	$25,000
The Baltimore Symphony Orchestra
1212 Cathedral Street	Baltimore	MD	212015556	n/a	501(3)	general support	$40,000
The Everyman Theatre Inc
315 West Fayette Street	Baltimore	MD	21201	n/a	501(3)	general support	$45,000
The Ingenuity Project
1400 West Cold Spring Lane Room 337	Baltimore	MD	21209	n/a	501(3)	general support	$35,000
The Jewish Museum of Maryland
15 Lloyd Street	Baltimore	MD	21202	n/a	501(3)	general support	$25,000
The Johns Hopkins University
3400 North Charles Street	Baltimore	MD	212112226	n/a	501(3)	support for the Baltimore Education Research Consortium	$25,000
The Leadership
111 South Calvert Street Suite 1700	Baltimore	MD	212026174	n/a	501(3)	matching gift	$300
The Leadership
111 South Calvert Street Suite 1700	Baltimore	MD	212026174	n/a	501(3)	matching gift	$300
The Modern Classrooms Project
15 14th Street SE	Washington	DC	200031512	n/a	501(3)	support for Modern Classrooms Baltimore	$75,000
The New School
66 West 12th Street	New York	NY	100118603	n/a	501(3)	support for the Global Strategic Litigation Council for Refugee Rights	$40,000
The Soul Center
8101 Park Heights Avenue	Baltimore	MD	21208	n/a	501(3)	general support	$25,000
The Tides Center
1012 Torney Avenue	San Francisco	CA	94129	n/a	501(3)	support for A More Perfect Union: The Jewish Partnership for Democracy	$50,000
Third Space at Shaarei Tfiloh
2001 Liberty Heights Avenue	Baltimore	MD	21217	n/a	501(3)	support for "Building Bridges: A Learning and Action Initiative"	$25,000
TNTP
500 7th Avenue 8th Floor	New York	NY	100184502	n/a	501(3)	support for the Baltimore City Teaching Residency	$50,000
Toxic Free Future
4649 Sunnyside Avenue N 540	Seattle	WA	981036963	n/a	501(3)	general support for Safer States	$35,000
Toxic Free Future
4649 Sunnyside Avenue N 540	Seattle	WA	981036963	n/a	501(3)	support for the Safer Chemicals, Healthy Families campaign	$35,000
Turtle Rescue League Inc
456 Lebanon Hill Road	Southbridge	MA	015503910	n/a	501(3)	matching gift	$200
Union for Reform Judaism
633 Third Avenue	New York	NY	10017	n/a	501(3)	general support	$70,000
University of California
200 McAllister Street	San Francisco	CA	941024978	n/a	501(3)	support for advocacy, litigation, research and educational programs to protect the rights of refugee women and children	$25,000
University of Maryland Baltimore Foundation Inc
220 North Arch Avenue 13th Floor	Baltimore	MD	21201	n/a	501(3)	support for the Positive Schools Center	$35,000
University of Massachusetts Lowell
600 Suffolk Street Suite 504	Lowell	MA	01854	n/a	501(3)	general support for the Lowell Center for Sustainable Production	$75,000
Verified Voting Foundation
PO Box 780129	Philadelphia	PA	191780129	n/a	501(3)	general support	$150,000
Virginia Organizing
703 Concord Avenue	Charlottesville	VA	229035208	n/a	501(3)	support for the Health and Environmental Funders Network through membership for 2024	$1,875
Wide Angle Youth Media Inc
2507 North Howard Street Suite 100	Baltimore	MD	212184964	n/a	501(3)	matching gift	$500
WITNESS
228 Park Avenue South Suite 26641	New York	NY	100031502	n/a	501(3)	general support	$35,000
WombWork Productions Inc
PO Box 3690	Baltimore	MD	21214	n/a	501(3)	general support	$30,000
Women's Voices For The Earth
1031 33rd Street	Denver	CO	80205	n/a	501(3)	general support	$25,000
World Union for Progressive Judaism Ltd
1 West Fourth Street Suite 517A	New York	NY	10012	n/a	501(3)	support for leadership development programs in the FSU	$110,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$10,449,607	TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (69 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt
American Friends of ELI
P O Box 12	Merion Station	PA	19066	n/a	501(3)	support for ELI, The Israel Association for Child Protection for therapeutic services to victims of child abuse	$25,000
American Friends of the Heschel Center Inc
1814 Shady Avenue	Pittsburgh	PA	15217	n/a	501(3)	support to promote environmental leadership and educate for sustainability	$35,000
American Jewish World Service
45 West 36th Street	New York	NY	10018	n/a	501(3)	support for work on child, early, and forced marriage and unions	$100,000
American Visionary Art Museum Inc
800 Key Highway	Baltimore	MD	21230	n/a	501(3)	general support	$25,000
Arts for Learning Maryland
21 East North Avenue 1st Floor	Baltimore	MD	212020000	n/a	501(3)	general support for programming in Baltimore City support for the Access for All program and support for the community schools program	$80,000
Asylum Access
344 Thomas L Berkley Way	Oakland	CA	94612	n/a	501(3)	general support and support for the Resourcing Refugee Leadership Initiative	$100,000
Asylum Seeker Advocacy Project
228 Park Avenue S No 84810	New York	NY	100031502	n/a	501(3)	general support	$50,000
Backyard Basecamp
5111 Plainfield Avenue	Baltimore	MD	21206	n/a	501(3)	general support	$30,000
Baltimore Community ToolBank
1224 Wicomico Street	Baltimore	MD	21230	n/a	501(3)	general support	$25,000
Baltimore Corps
PO Box 67348	Baltimore	MD	21215	n/a	501(3)	general support	$25,000
Brigid Alliance
PO Box 58	New York	NY	100240058	n/a	501(3)	general support	$50,000
Business & Human Rights Resource Centre
450 Lexington Avenue 4407	New York	NY	10163	n/a	501(3)	general support	$35,000
Child First Authority Inc
3904 Hickory Avenue Suite 200	Baltimore	MD	212111855	n/a	501(3)	support for the community schools program	$35,000
City Neighbors Foundation
4301 Raspe Avenue	Baltimore	MD	212061913	n/a	501(3)	support for the promotion of progressive education practices in Baltimore City public schools	$25,000
Comprehensive Housing Assistance Inc
5809 Park Heights Avenue	Baltimore	MD	21215	n/a	501(3)	support for the School and Community Partnership Program	$30,000
Creative Alliance
3134 Eastern Avenue	Baltimore	MD	212243963	n/a	501(3)	general support	$25,000
Disability Rights International
1050 Connecticut Avenue NW Suite	Washington	DC	20036	n/a	501(3)	general support to promote the human rights of people with mental disabilities worldwide	$55,000	500
Elev8 Baltimore
844 Roundview Road	Baltimore	MD	21225	n/a	501(3)	support for the community schools program	$35,000
Encounter Programs Inc
1 West 4th Street	New York	NY	10012	n/a	501(3)	general support	$50,000
Environmental Integrity Project
1000 Vermont Avenue NW Suite 1100	Washington	DC	20005	n/a	501(3)	support for the Baltimore Environmental Justice Campaign	$50,000
Environmental Working Group
1250 I Street NW Suite 1000	Washington	DC	20005	n/a	501(3)	support for the Science Program	$50,000
Friends of the Arava Institute
1320 Centre Street Suite 206	Newton Centre	MA	02459	n/a	501(3)	support for the Arava Institute for Environmental Studies	$30,000
Friends of the Israel Movement for Progressive Judaism
211 S Spalding Drive Apt S403	Beverly Hills	CA	902123664	n/a	501(3)	support to promote religious pluralism and the rule of law through advocacy, research, public education and litigation	$75,000
Fund for Educational Excellence
800 North Charles Street Suite 400	Baltimore	MD	212015322	n/a	501(3)	general support and support for the fiscal sponsorship program	$80,000
Fund for Global Human Rights
1301 Connecticut Avenue NW Suite	Washington	DC	20036	n/a	501(3)	general support to make grants to local and regional human rights groups around the world	$100,000	400
Fusion Partnerships Inc
1601 Guilford Avenue 2 South	Baltimore	MD	212022877	n/a	501(3)	general support	$25,000
Global Refuge
700 Light Street	Baltimore	MD	212303850	n/a	501(3)	support for the Migrant Mental Health Services program in Baltimore	$25,000
Greater Baltimore Cultural Alliance
120 West North Avenue Suite 305	Baltimore	MD	21201	n/a	501(3)	general support	$25,000
Healthy Neighborhoods Inc
11 East Mount Royal Avenue Suite	Baltimore	MD	212022470	n/a	501(3)	support for Dance Baltimore	$15,000	302
Historic East Baltimore Community Action Coalition Inc
1212 North Wolfe Street	Baltimore	MD	21213	n/a	501(3)	support for mental health services for young adults enrolled in the Youth Opportunity Center	$12,500
I AM MENtality
4115 Frederick Avenue	Baltimore	MD	212290142	n/a	501(3)	support for the Health and Wellness Program	$35,000
Jews United for Justice
PO Box 41485	Washington	DC	20018	n/a	501(3)	support for activities in Baltimore	$50,000
Maryland Association of Nonprofit Organizations
1500 Union Avenue Suite 2500	Baltimore	MD	21211	n/a	501(3)	general support	$35,000
Maryland Institute College of Art
1300 West Mount Royal Avenue	Baltimore	MD	212174191	n/a	501(3)	support for the Master of Fine Arts in Community Arts program	$40,000
Maryland League of Conservation Voters Education Fund
30 West Street Suite C	Annapolis	MD	21401	n/a	501(3)	support to deepen relationships with Baltimore area Black-led and/or Black-serving organizations	$35,000
Maryland Philanthropy Network
1600 West 41st Street Suite 700	Baltimore	MD	21211	n/a	501(3)	general support	$20,000
Mental Health Association of Maryland Inc
1301 York Road Suite 505	Lutherville	MD	210936008	n/a	501(3)	general support	$100,000
National Health Law Program
3701 Wilshire Boulevard Suite 315	Los Angeles	CA	90010	n/a	501(3)	support for efforts to secure and protect equitable access to public health care programs for low-income people and emergency support for hiring of additional attorneys	$65,000
Nature Sacred
105 Annapolis Street Suite D	Annapolis	MD	214011360	n/a	501(3)	support for the Baltimore Fund, which supports the development of green spaces in underserved Baltimore neighborhoods	$30,000
New Israel Fund
PO Box 70358	Philadelphia	PA	191760358	n/a	501(3)	support for the Israel Center for Educational Innovation for its work to promote literacy in Israeli elementary schools	$75,000
On Our Own of Maryland
7310 Esquire Court Mailbox 14	Elkridge	MD	210755482	n/a	501(3)	support in memory of Nancy Hall	$10,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor	New York	NY	10017	n/a	501(3)	support for Co-Impact-The Partnership for a Breakthrough in Arab Employment for programs to increase Negev Bedouin employment	$50,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor	New York	NY	10017	n/a	501(3)	support for the Shamsuna Center to bring solar power to the Negev Bedouin community	$50,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor	New York	NY	10017	n/a	501(3)	support for Project Wadi Attir	$50,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor	New York	NY	10017	n/a	501(3)	support for the Israel Climate Fund	$100,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor	New York	NY	10017	n/a	501(3)	support for 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(3)	support for Teach First Israel for its work in Bedouin schools	$35,000
PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor	New York	NY	10017	n/a	501(3)	support for Ahed-The Association of Academic Arabs in the Negev for the Ahed Bedouin High School for Science	$50,000
Pro Bono Counseling
1500 Union Avenue Suite 2100	Baltimore	MD	21211	n/a	501(3)	general support	$60,000
Public Justice Center
201 North Charles Street Suite 1200	Baltimore	MD	21201	n/a	501(3)	support for the Health and Benefits Equity Project	$75,000
Roberta's House Inc
928 East North Avenue	Baltimore	MD	21202	n/a	501(3)	general support	$50,000
Shalom Hartman Institute of North America
475 Riverside Drive Suite 1450	New York	NY	10115	n/a	501(3)	support for Wellspring, a suite of Israel education programs for high school and college students and educators who work with them	$50,000
Sierra Club Foundation
2101 Webster Street Suite 1250	Oakland	CA	94612	n/a	501(3)	general support for the Maryland chapter	$50,000
Tahirih Justice Center
6400 Arlington Boulevard Suite 400	Falls Church	VA	22042	n/a	501(3)	general support for legal advocacy on behalf of refugee women and girls fleeing gender-based violence in Baltimore, DC, Atlanta, Houston and San Francisco	$50,000
The American Jewish Committee
165 East 56 Street	New York	NY	100222746	n/a	501(3)	support for the Gaer-Goodkind Human Rights Fellowship in memory of Felice Gaer	$10,000
The American Jewish Joint Distribution Committee
220 East 42nd Street	New York	NY	10017	n/a	501(3)	support for the Inter-Agency Task Force on Israeli Arab Issues	$50,000
The Associated Jewish Community Federation of Baltimore Inc
5700 Park Heights Avenue	Baltimore	MD	21215	n/a	501(3)	general support for the 2025 Annual Campaign	$1,350,000
The Associated Jewish Community Federation of Baltimore Inc
5700 Park Heights Avenue	Baltimore	MD	21215	n/a	501(3)	support to address abuse and other forms of interpersonal trauma in the Jewish community	$35,000
The Baltimore Museum of Art
10 Art Museum Drive	Baltimore	MD	212183898	n/a	501(3)	general support	$25,000
The Everyman Theatre Inc
315 West Fayette Street	Baltimore	MD	21201	n/a	501(3)	general support	$45,000
The Ingenuity Project
1400 West Cold Spring Lane Room 337	Baltimore	MD	21209	n/a	501(3)	general support	$35,000
The Jewish Museum of Maryland
15 Lloyd Street	Baltimore	MD	21202	n/a	501(3)	general support	$25,000
The Johns Hopkins University
3400 North Charles Street	Baltimore	MD	212112226	n/a	501(3)	support for the Baltimore Education Research Consortium	$25,000
The Soul Center
8101 Park Heights Avenue	Baltimore	MD	21208	n/a	501(3)	general support	$25,000
Union for Reform Judaism
633 Third Avenue	New York	NY	10017	n/a	501(3)	general support	$70,000
University of California
200 McAllister Street	San Francisco	CA	941024978	n/a	501(3)	support for advocacy, litigation, research and educational programs to protect the rights of refugee women and children	$25,000
WITNESS
228 Park Avenue South Suite 26641	New York	NY	100031502	n/a	501(3)	general support	$35,000
WombWork Productions Inc
PO Box 3690	Baltimore	MD	21214	n/a	501(3)	general support	$30,000
World Union for Progressive Judaism Ltd
1 West Fourth Street Suite 517A	New York	NY	10012	n/a	501(3)	support for leadership development programs in the FSU	$110,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Apprv Fut	$4,457,500	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$34	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$2,392,542	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$10,663,511	ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (20 entries)

DescDesc	ExclusionExclusionCd	ExclusionExclusionAmt	BusinessBusinessCd	Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt
Acadian International All Cap Fund	18	-$187
Artisan Sustainable Emerging Markets	18	-$6,834
Catalio (Camden Partners) Nexus Fund, L.P.	18	-$4,848
Catalio (Camden Partners) Nexus Fund, L.P. II	18	-$3,548
Catalio (Camden Partners) Nexus Fund, L.P. III	18	-$4,840
Clayton, Dubilier & Rice Fund XII, LP	18	-$62,676	900001	$5,653
Commonfund International Partners VI	18	-$1,478	900001	-$15
Commonfund Private Equity Partners VII	18	-$3,775	900001	$2,648
Commonfund Venture Partners VI	18	-$116
Ecosystem Investment Partners IV	18	$11,085	900001	$13,768
Foreign currency gain	18	$4,227
Gatewood Capital Opportunity Fund L.P.	18	-$9,480
HighVista International Partners II LP	18	-$3,187
HighVista International Partners LP	18	-$9,119	900001	-$92
HighVista Private Equity III LP	18	-$605	900001	$391
HighVista Private Equity IV LP	18	-$3,167	900001	$14,256
HighVista Venture Capital VI LP	18	$7,635	900001	$9
Industry Venture Partners VII LP	18	-$4,059	900001	$8
Industry Venture Partners VIII LP	18	-$10,410	900001	-$453
K5 Private Investors LP	18	-$31,152

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	-$2,368	UnrelatedBusinessTaxblIncmAmt
Exclusion	$12,562,043	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$12,559,675	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 (4 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	$131,173	Yes (X)
American Trading & Production
2	One South Street 2800	Baltimore	MD	21202	$1,477,980		Yes (X)
Arthur E Roswell
3	c/o AFS One South St Ste 2950	Baltimore	MD	21202	$200,000	Yes (X)
American Trading & Production
4	One South Street 2800	Baltimore	MD	21202	$1,090,847		Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNum	Noncash PropertyNoncashPropertyDesc	Fair Market ValueFairMarketValueAmt	ReceivedReceivedDt
2	42000 shs BP ($1,477,980 FMV)	$1,477,980	2024-01-09
4	28750 shs BP ($1,090,847 FMV)	$1,090,847	2024-05-09

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	Atapco Financial Services	CategoryTxt
Amt	$166,987	Amt
Net Investment Income	$83,494	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$83,493	DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (61 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
AB Sustainable Glbal Them	AT COST	$5,101,444	$5,497,962
Acadian International All Cap Fund	AT COST	$2,444,032	$2,833,996
AKO Global Fund Limited	AT COST	$3,700,000	$3,683,357
Artisan Sustainable Emerging Markets Fund	AT COST	$3,013,939	$3,419,213
ASF VI LP	AT COST	$0	$94,304
AXA Secondary Fund V	AT COST	$0	$1,005
Boston Tr Walden Small Cap	AT COST	$3,332,219	$3,865,437
Catalio (FKA Camden Partners) Nexus Fund II	AT COST	$174,501	$172,395
Catalio Nexus Fund III	AT COST	$158,731	$164,119
Catalio Nexus I (FKA Camden Partners Exelixis)	AT COST	$127,854	$153,500
Cevian Capital II LTD	AT COST	$3,000,000	$3,924,971
Clayton, Dubilier & Rice XII	AT COST	$323,212	$353,068
Commonfund Int'l VI	AT COST	$227,198	$40,416
Commonfund PE VII	AT COST	$73,082	$148,927
Ecosystem Investment Partners IV	AT COST	$552,216	$600,342
Energy Impact Partners Flagship Fund III	AT COST	$50,000	$50,000
FVLCRUM Fund BL LP	AT COST	$230,212	$217,032
Gatewood Capital Opp Fund	AT COST	$298,165	$433,425
Generation Sustainable Solutions Fund IV	AT COST	$478,973	$463,260
HighVista International	AT COST	$55,176	$57,958
HighVista International II	AT COST	$147,585	$272,669
HighVista Private Equity III	AT COST	$0	$2,253
HighVista Private Equity IV	AT COST	$0	$29,730
HighVista Ventures VI	AT COST	$96,777	$119,447
Impax Global Environmental Markets Fund	AT COST	$3,520,883	$4,152,907
Industry Ventures Sec Fd VIII	AT COST	$190,912	$220,876
Industry Ventures Secondary Fd VII	AT COST	$423,318	$610,609
Ironwood International	AT COST	$2,425,631	$7,251,709
JPMorgan Riverbridge	AT COST	$1,779,463	$2,653,405
K5 Private Investors	AT COST	$551,278	$900,348
Lead Edge Capital VI	AT COST	$461,195	$571,368
Legal & General MSCI EAFE Fund LLC	AT COST	$9,569,246	$10,148,677
Lexington Capital Partners VII	AT COST	$0	$42,049
New Mountain Partners V	AT COST	$475,047	$780,871
New Mountain Partners VII	AT COST	$118,404	$123,774
New Mountain Partners VI	AT COST	$884,517	$1,291,655
Nuveen Core Impact Fund	AT COST	$15,467,581	$15,252,863
Oaktree RE Ops Fund V	AT COST	$64,096	$2,203
Ownership Capital Global Equity Fund	AT COST	$3,904,389	$4,525,523
Pointer Offshore	AT COST	$392,652	$1,423,867
RBC Bluebay Cap Com	AT COST	$2,755,919	$2,337,480
RBC Emerging Markets Equity	AT COST	$3,285,034	$3,573,777
RCP VII Feeder, LTD	AT COST	$0	$9,971
RFM Affordable Housing Fund	AT COST	$336,196	$383,432
Rose Affordable Housing Preservation Fund VI	AT COST	$79,919	$68,373
Russell 1000 Growth	AT COST	$16,370,961	$19,335,562
Russell 1000 Value	AT COST	$19,076,224	$19,612,401
Siguler Guff IV	AT COST	$73,182	$53,329
SJF Ventures IV	AT COST	$624,674	$1,021,566
SJF Ventures V	AT COST	$279,764	$301,697
Southpoint Qualified Offshore Fund	AT COST	$2,500,000	$4,688,886
Spur Ventures III	AT COST	$387,094	$1,219,800
Spur Ventures IV	AT COST	$676,681	$1,555,204
Spur Ventures V	AT COST	$761,430	$1,363,119
Spur Ventures VI	AT COST	$680,066	$1,065,629
Stewart Investors Worldwide Sustainability Fund	AT COST	$4,682,785	$5,331,131
The Rise FOF	AT COST	$409,556	$509,248
The Rise Fund II	AT COST	$657,997	$937,592
The Rise Fund III	AT COST	$336,737	$424,067
TPG Rise Climate	AT COST	$268,148	$358,231
Vista Equity Partners Fund VII	AT COST	$654,187	$1,048,848

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (12 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
Distribution receivable - HighVista Private Equity IV	$0	$23,074	$23,074
Distribution receivable - PB Strategic Partners Feeder IV	$0	$3,032	$3,032
Distribution receivable - Siguler Guff III	$0	$112,497	$112,497
Dividend receivable	$56,734	$81,443	$81,443
Due from Pointer Offshore, LTD	$3,674,303	$0	$0
Due from Rockefeller Libra	$681	$0	$0
Due from The Rise Fund II - special contributions	$4,583	$413	$413
Expense reimbursement receivable	$408,459	$390,969	$390,969
Israeli Shekel	$135,700	$0	$0
Koret Israel Eco Dev - PRI	$500,000	$500,000	$500,000
Social Finance Israel - Project in Rahat - PRI	$133,642	$47,003	$47,003
Tzedec (The Shefa Fd) - PRI	$450,000	$450,000	$450,000

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (9 entries)

DescDesc	AmtAmt
Prior Period Adjustment	$22,096
Tax/Cost basis difference HighVista Private Equity III	$32,980
Tax/Cost basis difference HighVista Private Equity IV	$19,585
Tax/Cost basis difference in Atapco Stock Contributions	$2,559,649
Tax/Cost basis difference in Commonfund Cap Venture VI	$31,670
Tax/Cost basis difference in New Mountain Partners V	$1,294
Tax/Cost basis difference in Siguler Guff III	$375
Tax/Cost basis difference in Stewart Investors Worldwide Sustainability Fund	$1,622
Tax/Cost basis difference in Acadian International All Cap Fund	$3,713

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
401k fees	$405	$0	$405
Bank fee	$86	$0	$86
Dues & Subscriptions	$1,245	$0	$1,245
Equipment	$3,862	$0	$3,862
Equipment Maintenance	$752	$0	$752
Postage & Shipping	$1,092	$0	$1,092
Software	$9,083	$0	$9,083
Supplies	$632	$0	$632
SVS Management fees	$5,862	$0	$5,862
SVS Passthrough costs	$8,027	$0	$8,027
Telephone & Internet	$15,676	$0	$15,676
Website	$535	$0	$535

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (64 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt
Acadian International All Cap Fund	-$187	-$187	-$187
Artisan Sustainable Emerging Markets	-$6,834	-$6,834	-$6,834
Catalio (Camden Partners) Nexus Fund, L.P.	-$4,848	-$4,848	-$4,848
Catalio (Camden Partners) Nexus Fund, L.P. II	-$3,548	-$3,548	-$3,548
Catalio (Camden Partners) Nexus Fund, L.P. III	-$4,840	-$4,840	-$4,840
Clayton, Dubilier & Rice Fund XII, LP	-$57,023	-$62,676	-$57,023
Commonfund International Partners VI	-$1,495	-$1,478	-$1,493
Commonfund Private Equity Partners VII	-$1,163	-$3,775	-$1,127
Commonfund Venture Partners VI	-$116	-$116	-$116
Ecosystem Investment Partners IV	$24,852	$11,085	$24,853
Foreign currency gain	$4,227	$4,227	$4,227
Gatewood Capital Opportunity Fund L.P.	-$9,480	-$9,480	-$9,480
HighVista International Partners II LP	-$3,187	-$3,187	-$3,187
HighVista International Partners LP	-$9,211	-$9,119	-$9,211
HighVista Private Equity III LP	-$264	-$605	-$214
HighVista Private Equity IV LP	$11,038	-$3,167	$11,089
HighVista Venture Capital VI LP	$7,641	$7,635	$7,644
Industry Venture Partners VII LP	-$4,051	-$4,059	-$4,051
Industry Venture Partners VIII LP	-$10,863	-$10,410	-$10,863
K5 Private Investors LP	-$31,152	-$31,152	-$31,152
Lead Edge Capital VI, LP	-$32,392	-$31,990	-$32,361
Legal & General MSCI EAFE Fund LLC	-$16,297	-$16,297	-$16,297
New Mountain Partners V (AIV-A2), LP	-$12	-$12	-$12
New Mountain Partners V (AIV-B2), LP	-$6	-$6	-$6
New Mountain Partners V (AIV-D2), LP	-$13	-$13	-$13
New Mountain Partners V (AIV-F) Sellco, LP	-$10	-$10	-$10
New Mountain Partners V, LP	-$5,084	-$4,944	-$5,084
New Mountain VI	-$13,701	-$8,721	-$13,701
New Mountain VI Aggregator	-$31	-$31	-$31
New Mountain VII	-$23,908	-$20,307	-$23,908
New Mountain VII Aggregator	-$3	-$3	-$3
Ownership Capital Global Equity (USD) Fund, LP	-$50,763	-$50,143	-$50,143
PB Strategic Partners Feeder Fund IV (2024 FINAL)	-$1,095	-$1,095	-$1,095
RAHPF VI - other income	$537	$537	$537
RFM Affordable Housing Fund, LP	-$3,429	-$3,429	-$3,429
RFM Affordable Housing Fund, LP - other income	$3,034	$3,034	$3,034
Rose Affordable Housing Preservation Fund VI REIT LP	-$81	-$81	-$81
Russell 1000 Growth Fund B	-$20,506	-$20,562	-$20,562
Russell 1000 Value Fund B	-$88,022	-$88,345	-$88,345
Siguler Guff Distressed Opportunities Fd III	-$7,495	-$7,495	-$7,495
Siguler Guff Distressed Opportunities Fd IV	-$2,550	-$2,550	-$2,550
SJF Ventures IV, LP	-$14,053	-$14,046	-$14,046
SJF Ventures V, LP	-$17,223	-$17,223	-$17,223
Spur Ventures III	-$2,070	-$2,067	-$2,070
Spur Ventures IV	$10,797	$10,797	$10,797
Spur Ventures V	-$22,411	-$22,425	-$22,426
Spur Ventures VI	-$45,792	-$45,830	-$45,790
Stewart Investors Worldwide Sustainability Fund	$24,004	$24,004	$24,004
The Rise Fund FOF, LP	$5,825	$5,837	$5,828
The Rise Fund II	-$11,528	-$11,529	-$11,529
The Rise Fund II CAYFIR AIV I-B LP	-$31	-$31	-$31
The Rise Fund II DE AIV I, LP	-$28	-$28	-$28
The Rise Fund II SF AIV I, LP	$3,893	$3,893	$3,893
The Rise Fund III	-$26,645	-$23,864	-$26,638
The Rise Fund III Cayfir AIV I-B	-$46	-$46	-$46
The Rise Fund III Cayman AIV I LP	$392	$392	$392
The Rise Fund III DE AIV I LP	-$9	-$9	-$9
The Rise Fund III FIRPTA AIV II LP	-$93	-$81	-$93
TPG Rise Climate	-$11,858	-$9,840	-$11,856
TPG Rise Climate Cayfir AIV I-B	-$8	-$8	-$8
TPG Rise Climate Cayman AIV I	$320	$320	$320
TPG Rise Climate DE AIV I	-$14	-$14	-$14
TPG Rise Climate FIRPTA AIV II LP	-$231	-$162	-$231
Vista Equity Partners Fund VII	-$27,692	-$3,087	-$27,692

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	Tax/Cost basis difference in Legal & General MSCI EAFE Fund LLC	Desc
Amt	$7,619	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
JPMorgan	$27,772	$27,772	$0
Other Investment Fees	$58,150	$58,150	$0
Mercer	$148,987	$148,987	$0
Executive search - consulting fee	$46,828	$0	$46,828

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Foreign Tax	$84,612	$84,612	$0
Federal/State Taxes Withheld on NII	$3,285	$3,285	$0
Excise tax	$140,018	$0	$0