THE MORTON K AND JANE BLAUSTEIN FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE MORTON K AND JANE BLAUSTEIN FOUNDATION INC (EIN 52-1607300)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202003219349106980
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T17:54:21-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | 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 No 2950 | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Anne A Patterson | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 4103477201 | PhoneNum |
| Signature | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Sandra L Glock | PreparerPersonNm |
| PTIN | P00251373 | PTIN |
| Phone | 4103477114 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 87.101.95.156 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 17:50:29 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7DC0E22230BB4EA39E967D8B3B42B950401A936C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $65,738,180 | 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 |
| Interest On Sav Rev And Expnss | $45 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $45 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,074,661 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,074,661 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,441,628 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,739,039 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,441,628 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $15,800 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$26,680 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,657,134 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,489,654 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $197,493 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $197,493 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $57,863 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $57,863 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $73,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $29,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $43,800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $89,565 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $89,565 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $145,454 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $35,454 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $29,487 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $29,487 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,322 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,322 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,144 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $748 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,396 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $607,328 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $154,967 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $342,361 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,221,010 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,221,010 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,828,338 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $154,967 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,563,371 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $828,796 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,334,687 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,994,319 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,539,566 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,539,566 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $55,378,227 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $56,664,698 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $64,195,017 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $6,519 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,597 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,597 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $57,379,065 | TotalAssetsBOYAmt |
| Total Assets EOY | $58,207,861 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $65,738,180 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $57,379,065 | CapitalStockBOYAmt |
| Capital Stock EOY | $57,379,065 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $828,796 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $57,379,065 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $58,207,861 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $57,379,065 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $58,207,861 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $57,379,065 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $828,796 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $58,207,861 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $58,207,861 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (180 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| BGI Equity | P | 2019-01-01 | 2019-12-31 | $3,641 | $3,641 | $3,641 | |
| BGI Equity | P | 2018-01-01 | 2019-12-31 | $1,169,978 | $1,169,978 | $1,169,978 | |
| Boston Partners Int'l Eqty | P | 2019-01-01 | 2019-12-31 | -$55,581 | -$55,581 | $55,581 | |
| Boston Partners Int'l Eqty | P | 2018-01-01 | 2019-12-31 | -$53,306 | -$53,306 | $53,306 | |
| Common Fd Int'l Venture VI | P | 2019-01-01 | 2019-12-31 | $2 | $2 | $2 | |
| Common Fd Int'l Venture VI | P | 2018-01-01 | 2019-12-31 | $81,486 | $81,486 | $81,486 | |
| Common Fd Cap PEP V | P | 2019-01-01 | 2019-12-31 | $561 | $561 | $561 | |
| Common Fd Cap PEP V | P | 2018-01-01 | 2019-12-31 | $3,568 | $3,568 | $3,568 | |
| Common Fd Cap PEP VII | P | 2019-01-01 | 2019-12-31 | $320 | $320 | $320 | |
| Common Fd Cap PEP VII | P | 2018-01-01 | 2019-12-31 | $80,271 | $80,271 | $80,271 | |
| Common Fd Cap Venture VI | P | 2019-01-01 | 2019-12-31 | $375 | $375 | $375 | |
| Common Fd Cap Venture VI | P | 2018-01-01 | 2019-12-31 | $4,313 | $4,313 | $4,313 | |
| Common Fd Venture VIII | P | 2019-01-01 | 2019-12-31 | $973 | $973 | $973 | |
| Common Fd Venture VIII | P | 2018-01-01 | 2019-12-31 | $75,383 | $75,383 | $75,383 | |
| FLAG International Partners LP | P | 2019-01-01 | 2019-12-31 | $492 | $492 | $492 | |
| FLAG International Partners LP | P | 2018-01-01 | 2019-12-31 | $128,516 | $128,516 | $128,516 | |
| FLAG International Partners II LP | P | 2019-01-01 | 2019-12-31 | -$1 | -$1 | $1 | |
| FLAG International Partners II LP | P | 2018-01-01 | 2019-12-31 | $49,261 | $49,261 | $49,261 | |
| FLAG Private Equity III LP | P | 2019-01-01 | 2019-12-31 | -$255 | -$255 | $255 | |
| FLAG Private Equity III LP | P | 2018-01-01 | 2019-12-31 | $48,697 | $48,697 | $48,697 | |
| FLAG Private Equity IV LP | P | 2019-01-01 | 2019-12-31 | -$34 | -$34 | $34 | |
| FLAG Private Equity IV LP | P | 2018-01-01 | 2019-12-31 | $68,090 | $68,090 | $68,090 | |
| FLAG Venture Partners VI LP | P | 2019-01-01 | 2019-12-31 | -$585 | -$585 | $585 | |
| FLAG Venture Partners VI LP | P | 2018-01-01 | 2019-12-31 | $103,478 | $103,478 | $103,478 | |
| Neuberger Berman Income Plus Fund | P | 2019-01-01 | 2019-12-31 | -$5,540 | -$5,540 | $5,540 | |
| Neuberger Berman Income Plus Fund | P | 2018-01-01 | 2019-12-31 | $168,899 | $168,899 | $168,899 | |
| Oaktree Opp Fund X | P | 2019-01-01 | 2019-12-31 | -$7,203 | -$7,203 | $7,203 | |
| Oaktree Opp Fund X | P | 2018-01-01 | 2019-12-31 | $37,755 | $37,755 | $37,755 | |
| Oaktree Opp Fund XB | P | 2019-01-01 | 2019-12-31 | -$4,412 | -$4,412 | $4,412 | |
| Oaktree Opp Fund XB | P | 2018-01-01 | 2019-12-31 | -$19 | -$19 | $19 | |
| Oaktree REIT | P | 2019-01-01 | 2019-12-31 | -$121 | -$121 | $121 | |
| Oaktree REIT | P | 2018-01-01 | 2019-12-31 | $2,915 | $2,915 | $2,915 | |
| Siguler Guff Distressed Opportunities Fd III | P | 2019-01-01 | 2019-12-31 | -$107 | -$107 | $107 | |
| Siguler Guff Distressed Opportunities Fd III | P | 2018-01-01 | 2019-12-31 | $1,416 | $1,416 | $1,416 | |
| Spur Ventures III | P | 2019-01-01 | 2019-12-31 | -$722 | -$722 | $722 | |
| Spur Ventures III | P | 2018-01-01 | 2019-12-31 | $145,444 | $145,444 | $145,444 | |
| Spur Ventures VI | P | 2019-01-01 | 2019-12-31 | $431 | $431 | $431 | |
| BGI Equity | P | 2002-01-01 | 2019-04-30 | $6,250 | $1,243 | $1,243 | $5,007 |
| BGI Equity | P | 2002-01-01 | 2019-06-06 | $500,000 | $85,819 | $85,819 | $414,181 |
| BGI Equity | P | 2002-01-01 | 2019-08-30 | $6,250 | $1,233 | $1,233 | $5,017 |
| BGI Equity | P | 2002-01-01 | 2019-10-04 | $1,000,000 | $200,959 | $200,959 | $799,041 |
| AXA Secondary FD V - Distribution in excess of basis | P | 2018-01-01 | 2019-12-31 | $170,051 | $170,051 | $170,051 | |
| Coller Int'l - Distribution in excess of basis | P | 2018-01-01 | 2019-12-31 | $21,026 | $21,026 | $21,026 | |
| Alarm.Com | 2019-07-18 | 2019-10-01 | $8,943 | -$1,146 | -$1,146 | $10,089 | |
| Amedisys Inc | 2019-05-28 | 2019-06-04 | $7,921 | $143 | $143 | $7,778 | |
| Amedisys Inc | 2019-05-28 | 2019-10-01 | $6,383 | $716 | $716 | $5,667 | |
| Aspen Technology | 2019-06-05 | 2019-10-01 | $6,305 | $69 | $69 | $6,236 | |
| Blackline Inc | 2019-01-01 | 2019-06-04 | $7,034 | $1,021 | $1,021 | $6,013 | |
| Blackline Inc | 2019-01-01 | 2019-10-01 | $6,444 | $686 | $686 | $5,758 | |
| Cognex Corp | 2018-07-20 | 2019-01-16 | $784 | -$77 | -$77 | $861 | |
| Cognex Corp | 2019-01-01 | 2019-06-04 | $5,913 | -$399 | -$399 | $6,312 | |
| GoDaddy Inc | 2019-09-05 | 2019-10-01 | $9,885 | -$363 | -$363 | $10,248 | |
| Guidewire Software | 2018-10-22 | 2019-06-04 | $6,812 | $441 | $441 | $6,371 | |
| Guidewire Software | 2019-01-01 | 2019-10-01 | $6,237 | $886 | $886 | $5,351 | |
| Healthcare Services Group | 2018-03-16 | 2019-01-16 | $1,281 | -$85 | -$85 | $1,366 | |
| Int'l Flavors & Fragrances | 2018-07-26 | 2019-06-04 | $8,514 | $649 | $649 | $7,865 | |
| Knight Swift Transn Holdgs Inc. | 2019-01-01 | 2019-01-31 | $28,479 | -$14,351 | -$14,351 | $42,830 | |
| Lennox Int'l Inc | 2018-05-30 | 2019-01-16 | $2,210 | $132 | $132 | $2,078 | |
| Nat'l Instruments Corp | 2019-01-16 | 2019-06-04 | $1,679 | -$336 | -$336 | $2,015 | |
| Neogen Corp | 2019-06-11 | 2019-10-01 | $9,481 | $825 | $825 | $8,656 | |
| Paycom Software | 2018-06-04 | 2019-01-16 | $1,173 | $201 | $201 | $972 | |
| Paycom Software | 2018-06-04 | 2019-06-04 | $12,397 | $5,917 | $5,917 | $6,480 | |
| Paylocity Holding Corp | 2019-04-16 | 2019-06-04 | $4,726 | $161 | $161 | $4,565 | |
| Paylocity Holding Corp | 2019-04-16 | 2019-10-01 | $4,710 | $236 | $236 | $4,474 | |
| Pegasystems Inc | 2019-04-16 | 2019-06-04 | $6,961 | -$82 | -$82 | $7,043 | |
| Pegasystems Inc | 2019-09-09 | 2019-10-01 | $10,109 | -$212 | -$212 | $10,321 | |
| Pluralsight Inc | 2019-01-01 | 2019-06-04 | $6,364 | $65 | $65 | $6,299 | |
| Pluralsight Inc | 2019-01-01 | 2019-10-01 | $4,446 | -$3,592 | -$3,592 | $8,038 | |
| Proto Labs Inc | 2019-09-05 | 2019-10-01 | $13,020 | -$721 | -$721 | $13,741 | |
| Teladoc Health Inc | 2018-12-19 | 2019-06-04 | $6,643 | $723 | $723 | $5,920 | |
| Teladoc Health Inc | 2018-12-19 | 2019-10-01 | $6,979 | $1,799 | $1,799 | $5,180 | |
| Tyler Technologies Inc | 2019-01-01 | 2019-06-04 | $14,751 | -$2,472 | -$2,472 | $17,223 | |
| Tyler Technologies Inc | 2019-04-12 | 2019-10-01 | $3,399 | $577 | $577 | $2,822 | |
| West Pharmaceutical Services | 2018-09-24 | 2019-01-16 | $2,196 | -$374 | -$374 | $2,570 | |
| West Pharmaceutical Services | 2018-09-24 | 2019-06-04 | $9,318 | -$474 | -$474 | $9,792 | |
| 2U Inc | 2018-11-28 | 2019-01-16 | $1,700 | -$58 | -$58 | $1,758 | |
| 2U Inc | 2018-11-28 | 2019-06-04 | $5,703 | -$2,805 | -$2,805 | $8,508 | |
| 2U Inc | 2018-11-28 | 2019-10-01 | $2,219 | -$5,551 | -$5,551 | $7,770 | |
| Acuity Brands Inc | 2018-01-01 | 2019-06-04 | $9,062 | -$5,192 | -$5,192 | $14,254 | |
| Acuity Brands Inc | 2018-01-01 | 2019-10-01 | $5,852 | -$1,681 | -$1,681 | $7,533 | |
| Alarm.Com Holdings Inc | 2017-05-05 | 2019-06-04 | $4,401 | $1,758 | $1,758 | $2,643 | |
| AMN Healthcare Services Inc | 2018-05-31 | 2019-06-04 | $5,597 | -$626 | -$626 | $6,223 | |
| AMN Healthcare Services Inc | 2018-01-01 | 2019-10-01 | $5,033 | $25 | $25 | $5,008 | |
| Ansys Inc | 2018-01-01 | 2019-01-16 | $2,035 | $852 | $852 | $1,183 | |
| Ansys Inc | 2018-01-01 | 2019-06-04 | $12,499 | $6,223 | $6,223 | $6,276 | |
| Ansys Inc | 2018-01-01 | 2019-10-01 | $15,662 | $9,133 | $9,133 | $6,529 | |
| Beacon Roofing Supply Inc | 2012-04-02 | 2019-01-31 | $8,981 | $2,546 | $2,546 | $6,435 | |
| Beacon Roofing Supply Inc | 2012-04-02 | 2019-01-31 | $16,060 | $4,518 | $4,518 | $11,542 | |
| Bio-Techne Corp | 2012-04-02 | 2019-01-16 | $1,278 | $714 | $714 | $564 | |
| Bio-Techne Corp | 2012-04-02 | 2019-06-04 | $11,240 | $7,359 | $7,359 | $3,881 | |
| Bio-Techne Corp | 2012-04-02 | 2019-10-01 | $10,017 | $6,277 | $6,277 | $3,740 | |
| Chemed Corp | 2012-04-02 | 2019-01-16 | $573 | $445 | $445 | $128 | |
| Chemed Corp | 2012-04-02 | 2019-06-04 | $13,403 | $10,850 | $10,850 | $2,553 | |
| Chemed Corp | 2012-04-02 | 2019-10-01 | $13,174 | $11,132 | $11,132 | $2,042 | |
| Cognex Corp | 2018-07-24 | 2019-10-01 | $5,906 | $416 | $416 | $5,490 | |
| Costar Group Inc | 2012-05-30 | 2019-01-16 | $1,092 | $871 | $871 | $221 | |
| Costar Group Inc | 2012-05-30 | 2019-06-04 | $20,126 | $17,175 | $17,175 | $2,951 | |
| Costar Group Inc | 2012-05-30 | 2019-09-05 | $18,321 | $16,107 | $16,107 | $2,214 | |
| Costar Group Inc | 2012-05-30 | 2019-10-01 | $15,576 | $13,658 | $13,658 | $1,918 | |
| Covetrus Inc NPV | 2018-01-01 | 2019-02-28 | $5,322 | -$914 | -$914 | $6,236 | |
| Ellie Mae Inc | 2019-11-23 | 2019-01-16 | $1,039 | -$243 | -$243 | $1,282 | |
| Ellie Mae Inc | 2018-01-01 | 2019-03-28 | $37,084 | $5,165 | $5,165 | $31,919 | |
| Evolent Health Inc | 2018-01-01 | 2019-06-04 | $3,408 | -$4,967 | -$4,967 | $8,375 | |
| Evolent Health Inc | 2018-01-01 | 2019-10-01 | $2,357 | -$5,255 | -$5,255 | $7,612 | |
| ExlService Holdings Inc | 2016-12-07 | 2019-01-16 | $1,211 | $154 | $154 | $1,057 | |
| ExlService Holdings Inc | 2016-12-07 | 2019-06-04 | $5,375 | $1,051 | $1,051 | $4,324 | |
| ExlService Holdings Inc | 2016-12-07 | 2019-10-01 | $5,781 | $1,601 | $1,601 | $4,180 | |
| Fastenal Co | 2012-04-02 | 2019-01-16 | $1,097 | $4 | $4 | $1,093 | |
| Fastenal Co | 2012-04-02 | 2019-06-04 | $12,610 | $1,684 | $1,684 | $10,926 | |
| Fastenal Co | 2012-04-02 | 2019-10-01 | $12,434 | $1,563 | $1,563 | $10,871 | |
| Five Below | 2018-01-01 | 2019-06-04 | $11,366 | $8,007 | $8,007 | $3,359 | |
| Five Below | 2018-01-01 | 2019-10-01 | $10,365 | $7,345 | $7,345 | $3,020 | |
| Gentex Corp | 2017-08-10 | 2019-06-04 | $6,174 | $1,457 | $1,457 | $4,717 | |
| Gentex Corp | 2018-01-01 | 2019-10-01 | $7,253 | $3,324 | $3,324 | $3,929 | |
| Globant SA | 2018-01-01 | 2019-06-04 | $10,760 | $5,598 | $5,598 | $5,162 | |
| Globant SA | 2018-01-01 | 2019-10-01 | $9,860 | $5,330 | $5,330 | $4,530 | |
| GoDaddy Inc | 2017-10-27 | 2019-01-16 | $1,260 | $335 | $335 | $925 | |
| GoDaddy Inc | 2017-10-27 | 2019-06-04 | $7,851 | $2,764 | $2,764 | $5,087 | |
| Grand Canyon Education Inc | 2018-01-01 | 2019-06-04 | $13,666 | $8,865 | $8,865 | $4,801 | |
| Grand Canyon Education Inc | 2018-01-01 | 2019-10-01 | $9,356 | $5,290 | $5,290 | $4,066 | |
| Healthcare Services Group | 2018-01-01 | 2019-06-04 | $7,871 | -$2,889 | -$2,889 | $10,760 | |
| Healthcare Services Group | 2018-01-01 | 2019-10-01 | $5,888 | -$3,564 | -$3,564 | $9,452 | |
| Heico Corp | 2016-07-11 | 2019-01-16 | $1,575 | $893 | $893 | $682 | |
| Heico Corp | 2018-01-01 | 2019-06-04 | $23,732 | $17,331 | $17,331 | $6,401 | |
| Heico Corp | 2018-01-01 | 2019-06-10 | $44,007 | $32,966 | $32,966 | $11,041 | |
| Heico Corp | 2018-01-01 | 2019-10-01 | $15,217 | $11,312 | $11,312 | $3,905 | |
| Henry Schein Inc | 2015-12-14 | 2019-01-16 | $1,611 | $78 | $78 | $1,533 | |
| Henry Schein Inc | 2015-12-14 | 2019-06-04 | $2,659 | $267 | $267 | $2,392 | |
| Henry Schein Inc | 2018-01-01 | 2019-09-06 | $20,295 | $576 | $576 | $19,719 | |
| IHS Markit LTD | 2016-07-13 | 2019-01-16 | $1,272 | $450 | $450 | $822 | |
| IHS Markit LTD | 2016-07-13 | 2019-06-04 | $9,291 | $4,030 | $4,030 | $5,261 | |
| IHS Markit LTD | 2016-07-13 | 2019-10-01 | $10,718 | $5,424 | $5,424 | $5,294 | |
| IHS Markit LTD | 2016-07-13 | 2019-12-03 | $45,527 | $24,745 | $24,745 | $20,782 | |
| IHS Markit LTD | 2016-07-13 | 2019-12-03 | $23,978 | $13,028 | $13,028 | $10,950 | |
| Int'l Flavors & Fragrances | 2018-07-26 | 2019-10-01 | $6,423 | -$524 | -$524 | $6,947 | |
| Lennox Int'l Inc | 2018-05-30 | 2019-06-04 | $5,493 | $1,338 | $1,338 | $4,155 | |
| Lennox Int'l Inc | 2018-01-01 | 2019-10-01 | $6,449 | $916 | $916 | $5,533 | |
| LKQ Corp | 2012-04-02 | 2019-06-04 | $5,794 | $2,298 | $2,298 | $3,496 | |
| LKQ Corp | 2012-04-02 | 2019-10-01 | $5,822 | $2,834 | $2,834 | $2,988 | |
| LKQ Corp | 2012-04-02 | 2019-12-03 | $32,287 | $17,333 | $17,333 | $14,954 | |
| LKQ Corp | 2012-04-02 | 2019-12-03 | $7,028 | $3,770 | $3,770 | $3,258 | |
| Middleby Corp | 2018-01-01 | 2019-06-04 | $7,931 | $3,149 | $3,149 | $4,782 | |
| Middleby Corp | 2013-12-20 | 2019-10-01 | $4,578 | $1,410 | $1,410 | $3,168 | |
| Nat'l Instruments Corp | 2012-04-02 | 2019-06-04 | $6,909 | $1,818 | $1,818 | $5,091 | |
| Nat'l Instruments Corp | 2012-04-02 | 2019-10-01 | $8,001 | $2,392 | $2,392 | $5,609 | |
| Neogen Corp | 2012-07-12 | 2019-01-16 | $1,183 | $738 | $738 | $445 | |
| Neogen Corp | 2018-01-01 | 2019-06-04 | $3,393 | $2,071 | $2,071 | $1,322 | |
| Paycom Software | 2018-01-01 | 2019-10-01 | $9,973 | $4,874 | $4,874 | $5,099 | |
| PRA Group Inc | 2018-01-01 | 2019-01-16 | $1,714 | -$394 | -$394 | $2,108 | |
| PRA Group Inc | 2018-01-01 | 2019-06-04 | $4,348 | -$662 | -$662 | $5,010 | |
| PRA Group Inc | 2012-04-02 | 2019-10-01 | $4,360 | $1,172 | $1,172 | $3,188 | |
| Pros Holdings Inc | 2018-01-01 | 2019-01-16 | $1,626 | $191 | $191 | $1,435 | |
| Pros Holdings Inc | 2018-01-01 | 2019-06-04 | $14,846 | $7,579 | $7,579 | $7,267 | |
| Pros Holdings Inc | 2018-01-01 | 2019-09-17 | $29,498 | $18,133 | $18,133 | $11,365 | |
| Pros Holdings Inc | 2018-01-01 | 2019-10-01 | $8,196 | $5,083 | $5,083 | $3,113 | |
| Proto Labs Inc | 2018-01-01 | 2019-06-04 | $11,120 | $4,131 | $4,131 | $6,989 | |
| Ritchie Bros Auctioneers | 2018-01-01 | 2019-06-04 | $11,945 | $1,879 | $1,879 | $10,066 | |
| Ritchie Bros Auctioneers | 2018-01-01 | 2019-09-05 | $28,932 | $9,349 | $9,349 | $19,583 | |
| Ritchie Bros Auctioneers | 2018-01-01 | 2019-10-01 | $8,414 | $3,971 | $3,971 | $4,443 | |
| Rollins Inc | 2012-04-02 | 2019-01-16 | $1,558 | $1,170 | $1,170 | $388 | |
| Rollins Inc | 2012-04-02 | 2019-06-04 | $9,766 | $7,308 | $7,308 | $2,458 | |
| Rollins Inc | 2012-04-02 | 2019-10-01 | $8,824 | $6,347 | $6,347 | $2,477 | |
| Smith (A.O.) Corp | 2018-02-23 | 2019-06-04 | $3,847 | -$2,107 | -$2,107 | $5,954 | |
| Smith (A.O.) Corp | 2018-01-01 | 2019-10-01 | $8,359 | -$3,404 | -$3,404 | $11,763 | |
| Snap-On Inc | 2017-01-27 | 2019-06-04 | $6,348 | -$863 | -$863 | $7,211 | |
| Snap-On Inc | 2017-01-27 | 2019-10-01 | $4,498 | -$730 | -$730 | $5,228 | |
| Tyler Technologies Inc | 2018-09-24 | 2019-10-01 | $9,936 | $609 | $609 | $9,327 | |
| Ultimate Software Group | 2012-04-02 | 2019-04-12 | $119,218 | $92,940 | $92,940 | $26,278 | |
| Veeva Systems Inc | 2015-12-16 | 2019-01-16 | $1,016 | $735 | $735 | $281 | |
| Veeva Systems Inc | 2018-01-01 | 2019-06-04 | $60,550 | $49,632 | $49,632 | $10,918 | |
| Veeva Systems Inc | 2015-12-15 | 2019-10-01 | $15,868 | $13,060 | $13,060 | $2,808 | |
| Verisky Anaylytics Inc | 2018-01-01 | 2019-06-04 | $16,937 | $7,378 | $7,378 | $9,559 | |
| Verisky Anaylytics Inc | 2018-01-01 | 2019-10-01 | $17,205 | $8,534 | $8,534 | $8,671 | |
| WABCO Holdings | 2018-01-01 | 2019-05-24 | $39,135 | $7,598 | $7,598 | $31,537 | |
| Wageworks Inc | 2017-04-11 | 2019-06-04 | $6,958 | -$3,102 | -$3,102 | $10,060 | |
| Wageworks Inc | 2018-01-01 | 2019-06-27 | $39,212 | -$12,327 | -$12,327 | $51,539 | |
| Watsco Inc | 2017-06-23 | 2019-06-04 | $6,563 | $315 | $315 | $6,248 | |
| Watsco Inc | 2017-06-23 | 2019-10-01 | $4,426 | $209 | $209 | $4,217 | |
| West Pharmaceutical Services | 2018-09-24 | 2019-10-01 | $10,492 | $1,312 | $1,312 | $9,180 | |
| Capital Gains Dividends | P | $405,941 | $405,941 | $405,941 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,441,628 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,862,940 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $63,373,116 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.060956 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,625,803 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $61,741,681 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.058725 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,299,305 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $57,327,735 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.057552 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,167,398 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $59,715,440 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053042 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,528,230 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $59,691,560 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.059108 | DistributionYr5Rt |
| Total Distribution | 0.289383 | TotalDistributionRt |
| Average Distribution | 0.057877 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $62,944,704 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,643,051 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $43,347 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,686,398 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,563,371 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $86,694 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $86,694 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $86,694 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $106,833 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $121,833 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $35,139 | OverpaymentAmt |
| Applied To ES Tax | $35,139 | 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 | AFS One South Street Ste 2950 | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Jeanne P Blaustein | ||||||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Trustee & President | 0.00 | $0 | $0 | $0 |
| Susan Blaustein | ||||||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Trustee & Vice President | 0.00 | $0 | $0 | $0 |
| Alan Berlow | ||||||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Trustee & Vice President | 0.00 | $0 | $0 | $0 |
| Peter Bokor | ||||||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Trustee & Vice President | 0.00 | $0 | $0 | $0 |
| Betsy Ringel | ||||||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Secretary | 0.00 | $0 | $0 | $0 |
| Anne A Patterson | ||||||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Assistant Secretary | 0.00 | $0 | $0 | $0 |
| Stephen J Bass | ||||||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Assistant Secretary | 0.00 | $0 | $0 | $0 |
| Jill Robinson | ||||||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Assistant Secretary | 0.00 | $0 | $0 | $0 |
| Jennifer L Bove | ||||||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Treasurer | 0.00 | $0 | $0 | $0 |
| Sandra L Glock | ||||||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Assistant Treasurer | 0.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Tanya Herbick | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One South Street Suite 2900 | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Prog. Officer | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $129,418 | CompensationAmt |
| Employee Benefits | $45,950 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Atapco Financial Services Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One South Street Suite 2950 | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Acct, Tax & Invest. | ServiceTypeTxt |
| Compensation | $70,000 | CompensationAmt |
| 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 | $61,577,175 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,326,078 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $63,903,253 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $63,903,253 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $958,549 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $62,944,704 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,147,235 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,147,235 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $86,694 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $86,694 | TotalTaxAmt |
| Distributable Before Adj | $3,060,541 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,060,541 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,060,541 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,563,371 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,563,371 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,563,371 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,060,541 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $657,312 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $269,152 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $504,146 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $636,511 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $843,142 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,910,263 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,563,371 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,060,541 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $502,830 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,413,093 | 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 | $657,312 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,755,781 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $269,152 | ExcessFromYear4Amt |
| Excess From Year3 | $504,146 | ExcessFromYear3Amt |
| Excess From Year2 | $636,511 | ExcessFromYear2Amt |
| Excess From Year1 | $843,142 | ExcessFromYear1Amt |
| Excess From Current Year | $502,830 | 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 (66 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 | $50,000 | |
| 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 | |
| ALIGN The Alliance for a Greater New York | ||||||||
| 50 Broadway 29th Floor | New York | NY | 100041696 | N/A | 501(c)(3) | general support for climate-related advocacy efforts | $50,000 | |
| Alliance for Justice | ||||||||
| Eleven Dupont Circle NW Suite 500 | Washington | DC | 200361237 | N/A | 501(c)(3) | general support for the Bolder Advocacy and Justice programs | $50,000 | |
| American Civil Liberties Union Foundation | ||||||||
| 125 Broad Street 18th Floor | New York | NY | 100042400 | N/A | 501(c)(3) | support for the ACLU's immigrants' rights work | $100,000 | |
| American Immigration Council | ||||||||
| 1331 G Street NW Suite 200 | Washington | DC | 200053141 | N/A | 501(c)(3) | general support to challenge harsh enforcement policies, promote government transparency and advocate for a fair and just immigration system | $50,000 | |
| Auburn Seminary | ||||||||
| 475 Riverside Drive Suite 1800 | New York | NY | 101150002 | N/A | 501(c)(3) | general support for leadership development for faith-rooted justice leaders | $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 promote collaboration and capacity building among organizations that advance social justice as a core expression of Jewish values | $30,000 | |
| 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 | |
| Bread for the City | ||||||||
| 1525 Seventh Street NW | Washington | DC | 200013201 | N/A | 501(c)(3) | renewed general support to provide comprehensive social, legal, health and holistic services to low-income DC residents | $60,000 | |
| Calvary Hospital | ||||||||
| 1740 Eastchester Road | Bronx | NY | 104612300 | N/A | 501(c)(3) | support for palliative care services for adult patients with advanced cancer and other life-limiting illnesses | $10,000 | |
| Capital Area Immigrants' Rights Coalition | ||||||||
| 1612 K Street NW Suite 204 | Washington | DC | 200062813 | N/A | 501(c)(3) | renewed general support to provide legal assistance and advocacy for immigrants at risk of deportation in Maryland and the Capital region | $80,000 | |
| CASA de Maryland Inc | ||||||||
| 8151 15th Avenue | Langley Park | MD | 20783 | N/A | 501(c)(3) | renewed support for immigrant rights organizing and advocacy in Maryland | $50,000 | |
| Chesapeake Climate Action Network | ||||||||
| 6930 Carroll Avenue Suite 720 | Takoma Park | MD | 209124499 | N/A | 501(c)(3) | renewed general support for regional campaigns to promote clean energy | $75,000 | |
| Citizens Climate Education | ||||||||
| 1330 Orange Avenue 309 | Coronado | CA | 921182949 | N/A | 501(c)(3) | renewed support for a State Initiatives Coordinator to oversee training and integration for state-level education and advocacy | $75,000 | |
| Climate Mobilization Project | ||||||||
| 275 9th Street Suite 150329 | Brooklyn | NY | 112154430 | N/A | 501(c)(3) | general support | $25,000 | |
| Comprehensive Development Inc | ||||||||
| 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 | 212111982 | N/A | 501(c)(3) | renewed support to expand legal services and advocacy to the disproportionate number of students with disabilities involved in the school discipline process | $75,000 | |
| EDGE Funders Alliance | ||||||||
| Box 55960 29th Street | San Francisco | CA | 941104929 | N/A | 501(c)(3) | support through membership | $3,000 | |
| Encounter Programs Inc | ||||||||
| 25 Broadway Floor 9 | New York | NY | 10004 | N/A | 501(c)(3) | renewed general support for programs that promote thoughtful conversation about the Israeli-Palestinian conflict | $50,000 | |
| End Well | ||||||||
| 1901 Avenue of the Stars 16th Floor | Los Angeles | CA | 900676001 | N/A | 501(c)(3) | general support | $10,000 | |
| Energy Justice Network | ||||||||
| 1434 Elbridge Street | Philadelphia | PA | 191492739 | N/A | 501(c)(3) | support for efforts to curb air pollution through organizing in Baltimore City | $40,000 | |
| Environmental Grantmakers Association | ||||||||
| 475 Riverside Drive Suite 960 | New York | NY | 101150066 | N/A | 501(c)(3) | general support through membership | $4,200 | |
| The Fresh Air Fund | ||||||||
| 633 3rd Avenue 14th Floor | New York | NY | 100176706 | N/A | 501(c)(3) | general support | $5,000 | |
| The Fund for Investigative Journalism Inc | ||||||||
| 1110 Vermont Avenue NW Suite 500 | Washington | DC | 20005 | N/A | 501(c)(3) | renewed general support for the organization's efforts to sustain investigative journalism | $75,000 | |
| The Fund for New Citizens at the New York Community Trust | ||||||||
| 909 Third Avenue 22nd Floor | New York | NY | 100224752 | N/A | 501(c)(3) | renewed support for a collaborative regranting program focusing on advocacy and legal assistance for immigrants and refugees | $75,000 | |
| Goucher College | ||||||||
| 1021 Dulaney Valley Road | Baltimore | MD | 212042794 | N/A | 501(c)(3) | renewed support for the Goucher Prison Education Partnership | $40,000 | |
| Grantmakers Concerned with Immigrants and Refugees | ||||||||
| P O Box 1100 | Sebastopol | CA | 954731100 | N/A | 501(c)(3) | general support through membership | $2,500 | |
| Greater Washington Community Foundation | ||||||||
| 1325 G Street NW Suite 480 | Washington | DC | 200053121 | N/A | 501(c)(3) | support for the Stone and Holt Weeks Foundation in memory of Stone and Holt | $5,000 | |
| Hopewell Fund | ||||||||
| 1201 Connecticut Avenue NW | Washington | DC | 200362605 | N/A | 501(c)(3) | general support for its project, the Movement Institute | $100,000 | |
| Interfaith Power and Light | ||||||||
| 100 Allison Street NW | Washington | DC | 200117303 | N/A | 501(c)(3) | renewed general support to advocate for climate change solutions through regional faith communities | $40,000 | |
| International Refugee Assistance Project | ||||||||
| One Battery Park Plaza 4th Floor | New York | NY | 10004 | N/A | 501(c)(3) | support for IRAPs efforts challenging policies threatening the rights of refugees and other asylum seekers | $50,000 | |
| J Street Education Fund Inc | ||||||||
| 1828 L Street NW Suite 240 | Washington | DC | 20036 | N/A | 501(c)(3) | renewed general support to build a movement in the US for pro-Israel, pro-peace foreign policy | $25,000 | |
| Jews United for Justice | ||||||||
| 1100 H Street NW Suite 630 | Washington | DC | 20005 | N/A | 501(c)(3) | renewed general support for community organizing to fight against inequality in Baltimore and DC | $35,000 | |
| The Johns Hopkins University | ||||||||
| 3400 North Charles Street | Baltimore | MD | 21218 | N/A | 501(c)(3) | capital support for building expansion at the School of Nursing | $200,000 | |
| Kids in Need of Defense | ||||||||
| 1201 L Street NW Floor 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 | |
| Las Americas Immigrant Advocacy Center | ||||||||
| 1500 East Yandell Drive | El Paso | TX | 799025630 | N/A | 501(c)(3) | support for a pro bono coordinator ($50,000) | $50,000 | |
| Marlene Meyerson JCC Manhattan | ||||||||
| 334 Amsterdam Avenue at 76th Street | New York | NY | 100238205 | N/A | 501(c)(3) | support for What Matters: Caring Conversations About End of Life | $10,000 | |
| Martha's Table | ||||||||
| 2375 Elvans Road SE | Washington | DC | 200203543 | N/A | 501(c)(3) | general support | $10,000 | |
| Maryland Philanthropy Network | ||||||||
| 1600 West 41st Street Suite 700 | Baltimore | MD | 212111504 | N/A | 501(c)(3) | renewed general support through membership | $6,310 | |
| Media Matters for America | ||||||||
| 455 Massachusetts Avenue NW 6th | Washington | DC | 200012621 | N/A | 501(c)(3) | renewed support to amplify fact- and evidence-based reporting on sustainable energy and climate change | $50,000 | Floor |
| Mount Sinai Hospital | ||||||||
| One Gustave L Levy Place | New York | NY | 100296574 | N/A | 501(c)(3) | support for the Hertzberg Palliative Care Institute ($10,000) and the Center to Advance Palliative Care ($10,000) | $20,000 | |
| Movement Generation | ||||||||
| 436 14th Street Suite 500 | Oakland | CA | 946122708 | N/A | 501(c)(3) | support to catalyze low-income communities of color around climate justice | $50,000 | |
| National Center for Law and Economic Justice | ||||||||
| 275 Seventh Avenue Suite 1506 | New York | NY | 100016860 | N/A | 501(c)(3) | general support for policy advocacy and litigation to advance economic justice for low-income families, individuals and communities | $50,000 | |
| National Wildlife Federation | ||||||||
| 11100 Wildlife Center Dr | Reston | VA | 201905361 | N/A | 501(c)(3) | general support to enable the Maryland Climate Coalition to re-envision and broaden the state's climate movement and create a 2021 climate action policy plan | $50,000 | |
| Native American Rights Fund | ||||||||
| 1506 Broadway | Boulder | CO | 80302 | N/A | 501(c)(3) | general support | $25,000 | |
| New Israel Fund | ||||||||
| 6 East 39th Street Suite 301 | New York | NY | 10016 | N/A | 501(c)(3) | renewed support to defend human rights and democratic institutions in Israel | $75,000 | |
| New York Community Trust | ||||||||
| 909 Third Avenue 22nd Floor | New York | NY | 100224752 | N/A | 501(c)(3) | renewed support for the Donors' Education Collaborative - a regranting effort to support programs to ensure that NYC public schools are equitable and responsive to the needs of all children | $60,000 | |
| The New York Immigration Coalition | ||||||||
| 131 West 33rd Street | New York | NY | 100012967 | N/A | 501(c)(3) | general support to promote immigrants' civic participation, leadership and unified voice | $75,000 | |
| The New York Times Neediest Cases Fund | ||||||||
| 620 Eighth Avenue 4th Floor | New York | NY | 10018 | N/A | 501(c)(3) | general support | $10,000 | |
| Our Climate Education Fund | ||||||||
| PO Box 221012 | Seattle | WA | 98102 | N/A | 501(c)(3) | renewed general support for youth leadership development and policy advocacy work that tangibly advances state-level climate solutions in key states | $75,000 | |
| Partners for Dignity & Rights | ||||||||
| 90 John Street Suite 501 | New York | NY | 10038 | N/A | 501(c)(3) | renewed support for the Dignity in Schools Campaign - New York coalition | $60,000 | |
| Peaceworks Foundation | ||||||||
| 3 Times Square 12th Floor | New York | NY | 10036 | N/A | 501(c)(3) | support for the One Voice Movement | $25,000 | |
| Refugee and Immigrant Fund Inc | ||||||||
| 32-13 37th Street | Astoria | NY | 111034003 | N/A | 501(c)(3) | renewed support for legal and psychosocial services for newly-arrived refugees seeking asylum | $40,000 | |
| The Reporters Committee for Freedom of the Press | ||||||||
| 1156 15th Street NW Suite 1020 | Washington | DC | 20005 | N/A | 501(c)(3) | renewed general support to provide pro bono legal services to journalists | $25,000 | |
| The Sentencing Project | ||||||||
| 1705 Desales Street NW 8th Floor | Washington | DC | 200364405 | N/A | 501(c)(3) | renewed general support for the organization's work reforming criminal justice policies and practice in the United States | $50,000 | |
| Tahirih Justice Center | ||||||||
| 6402 Arlington Boulevard Suite 300 | Falls Church | VA | 220422333 | N/A | 501(c)(3) | renewed general support for legal representation and advocacy on behalf of refugee women and girls fleeing gender-based violence | $40,000 | |
| Tides Foundation | ||||||||
| PO Box 29903 | San Francisco | CA | 941290903 | N/A | 501(c)(3) | general 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 | |
| Tides Foundation | ||||||||
| PO Box 29903 | San Francisco | CA | 941290903 | N/A | 501(c)(3) | support to the Organizing Empowerment Funds nonpartisan voter engagement work | $100,000 | |
| T'ruah | ||||||||
| 266 West 37th Street Suite 803 | New York | NY | 100186669 | N/A | 501(c)(3) | renewed general support to bring the moral voice of rabbis to pressing human rights issues | $40,000 | |
| 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 | |
| University of Maryland Baltimore Foundation Inc | ||||||||
| Office of Philanthropy220 Arch | Baltimore | MD | 21201 | N/A | 501(c)(3) | renewed support for the Positive Schools Center at the University of Maryland School of Social Work | $50,000 | Street 14th Floor |
| University of Orange | ||||||||
| 47 Cleveland Street | Orange | NJ | 07050 | N/A | 501(c)(3) | support for "Remembering Jamestown: Place-Based Observances of 400 Years of Inequality" | $20,000 | |
| The Voter Participation Center | ||||||||
| 1707 L Street NW Suite 950 | Washington | DC | 200364230 | N/A | 501(c)(3) | general support | $100,000 | |
| West Harlem Environmental Action Inc | ||||||||
| 1854 Amsterdam Avenue 2nd Floor | New York | NY | 10031 | N/A | 501(c)(3) | general support to build community power to fight environmental racism | $75,000 | |
| WomenStrong International | ||||||||
| 2040 S Street NW | Washington | DC | 20009 | N/A | 501(c)(3) | general support | $45,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,221,010 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (21 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 | $250,000 | |
| 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 | |
| Capital Area Immigrants' Rights Coalition | ||||||||
| 1612 K Street NW Suite 204 | Washington | DC | 200062813 | N/A | 501(c)(3) | renewed general support to provide legal assistance and advocacy for immigrants at risk of deportation in Maryland and the Capital region | $80,000 | |
| Comprehensive Development Inc | ||||||||
| 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 | |
| Encounter Programs Inc | ||||||||
| 25 Broadway Floor 9 | New York | NY | 10004 | N/A | 501(c)(3) | renewed general support for programs that promote thoughtful conversation about the Israeli-Palestinian conflict | $50,000 | |
| Energy Justice Network | ||||||||
| 1434 Elbridge Street | Philadelphia | PA | 191492739 | N/A | 501(c)(3) | support for efforts to curb air pollution through organizing in Baltimore City | $40,000 | |
| The Fund for New Citizens at the New York Community Trust | ||||||||
| 909 Third Avenue 22nd Floor | New York | NY | 100224752 | N/A | 501(c)(3) | renewed support for a collaborative regranting program focusing on advocacy and legal assistance for immigrants and refugees | $75,000 | |
| Goucher College | ||||||||
| 1021 Dulaney Valley Road | Baltimore | MD | 212042794 | N/A | 501(c)(3) | renewed support for the Goucher Prison Education Partnership | $25,000 | |
| Hopewell Fund | ||||||||
| 1201 Connecticut Avenue NW | Washington | DC | 200362605 | N/A | 501(c)(3) | general support for its project, the Movement Institute | $100,000 | |
| Interfaith Power and Light | ||||||||
| 100 Allison Street NW | Washington | DC | 200117303 | N/A | 501(c)(3) | renewed general support to advocate for climate change solutions through regional faith communities | $40,000 | |
| J Street Education Fund Inc | ||||||||
| 1828 L Street NW Suite 240 | Washington | DC | 20036 | N/A | 501(c)(3) | renewed general support to build a movement in the US for pro-Israel, pro-peace foreign policy | $25,000 | |
| Martha's Table | ||||||||
| 2375 Elvans Road SE | Washington | DC | 200203543 | N/A | 501(c)(3) | general support | $5,000 | |
| The New York Immigration Coalition | ||||||||
| 131 West 33rd Street | New York | NY | 100012967 | N/A | 501(c)(3) | general support to promote immigrants' civic participation, leadership and unified voice | $75,000 | |
| Partners for Dignity & Rights | ||||||||
| 90 John Street Suite 501 | New York | NY | 10038 | N/A | 501(c)(3) | renewed support for the Dignity in Schools Campaign - New York coalition | $60,000 | |
| Refugee and Immigrant Fund Inc | ||||||||
| 32-13 37th Street | Astoria | NY | 111034003 | N/A | 501(c)(3) | renewed support for legal and psychosocial services for newly-arrived refugees seeking asylum | $40,000 | |
| The Sentencing Project | ||||||||
| 1705 Desales Street NW 8th Floor | Washington | DC | 200364405 | N/A | 501(c)(3) | renewed general support for the organization's work reforming criminal justice policies and practice in the United States | $50,000 | |
| Tides Foundation | ||||||||
| PO Box 29903 | San Francisco | CA | 941290903 | N/A | 501(c)(3) | support to the Organizing Empowerment Funds nonpartisan voter engagement work | $100,000 | |
| T'ruah | ||||||||
| 266 West 37th Street Suite 803 | New York | NY | 100186669 | N/A | 501(c)(3) | renewed general support to bring the moral voice of rabbis to pressing human rights issues | $40,000 | |
| 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 | |
| University of Maryland Baltimore Foundation Inc | ||||||||
| Office of Philanthropy220 Arch | Baltimore | MD | 21201 | N/A | 501(c)(3) | renewed support for the Positive Schools Center at the University of Maryland School of Social Work | $50,000 | Street 14th Floor |
| The Voter Participation Center | ||||||||
| 1707 L Street NW Suite 950 | Washington | DC | 200364230 | N/A | 501(c)(3) | general support | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,350,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,074,661 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,441,628 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (20 entries)
| DescDesc | BusinessBusinessCd | ExclusionExclusionCd | ExclusionExclusionAmt | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| BGI Equity | 900000 | 18 | $30,903 | |
| Book income/alternative investments | 18 | $28,063 | ||
| Boston Partners Int'l Eqty | 900000 | 18 | -$12,294 | |
| Commonfund Intl Vent VI | 900000 | 18 | -$4,923 | $100 |
| Commonfund PEP V | 900000 | 18 | -$1,001 | $282 |
| Commonfund PEP VII | 900000 | 18 | -$890 | $2,280 |
| Commonfund Venture Pt VI | 900000 | 18 | $4,258 | -$64 |
| Commonfund Venture VIII | 900000 | 18 | -$1,394 | -$3 |
| Flag International | 900000 | 18 | -$5,698 | -$16 |
| Flag Intl Partners II | 900000 | 18 | -$10,343 | |
| Flag Priv Eq III | 900000 | 18 | -$1,918 | $1,130 |
| Flag Priv Eq IV | 900000 | 18 | $10,108 | $10,105 |
| Flag Venture VI | 900000 | 18 | -$5,851 | -$21 |
| Neuberger Berman | 900000 | 18 | $43,542 | $4,954 |
| Oaktree Opp Fund X, LP | 900000 | 18 | -$10,570 | |
| Oaktree Opp Fund XB, LP | 900000 | 18 | -$8,442 | -$3,626 |
| Oaktree Real Estate Fd V | 900000 | 18 | -$23,608 | -$669 |
| Sigular Guff | 900000 | 18 | -$216 | -$2 |
| Spur Ventures III | 900000 | 18 | -$16,238 | -$33 |
| Spur Ventures VI | 900000 | 18 | -$8,873 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $14,417 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,517,717 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,532,134 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lord Baltimore Capital Corp | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6225 Smith Avenue Suite B-100 | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 212093623 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $125,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $73,000 | Amt |
| Net Investment Income | $29,200 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $43,800 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (38 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ASF VI | AT COST | $189,153 | $510,365 |
| ASF VIII | AT COST | $65,811 | $75,037 |
| BGI Equity Index | AT COST | $16,312,346 | $18,776,594 |
| Boston Partners Int'l Eqty | AT COST | $1,967,852 | $1,967,848 |
| Commonfund Int'l PEP VI | AT COST | $202,524 | $200,410 |
| Commonfund PEP V | AT COST | $54,017 | $54,205 |
| Commonfund PEP VII | AT COST | $247,455 | $254,389 |
| Commonfund Venture VI | AT COST | $62,003 | $62,517 |
| Commonfund Venture VIII | AT COST | $389,494 | $375,004 |
| DFA Emerging Markets Value | AT COST | $2,168,661 | $2,282,362 |
| First Eagle Global | AT COST | $5,131,973 | $6,488,421 |
| Flag Int'l Partners II | AT COST | $610,534 | $613,744 |
| Flag International Partners | AT COST | $424,606 | $378,375 |
| Flag Private Equity III LP | AT COST | $191,068 | $181,128 |
| Flag Private Equity IV LP | AT COST | $437,189 | $443,569 |
| Flag Venture Partners VI | AT COST | $433,594 | $415,146 |
| Ironwood Int'l | AT COST | $913,843 | $1,896,927 |
| Ironwood Int'l Class A4S4 | AT COST | $88,991 | $109,354 |
| JP Morgan Riverbridge Equities | AT COST | $1,568,595 | $2,650,480 |
| Lazard GL Infrastructure | AT COST | $1,760,560 | $1,748,994 |
| Legg Mason Global Asset | AT COST | $2,974,225 | $2,738,347 |
| Lighthouse Global Long | AT COST | $1,100,000 | $1,295,735 |
| Madison Funds Small Cap Fund | AT COST | $2,958,971 | $2,551,959 |
| MetWest Total Return | AT COST | $3,613,290 | $3,655,909 |
| MFS Sers Tr X Int'l Growth I | AT COST | $524,369 | $925,080 |
| Neuberger Berman | AT COST | $1,354,873 | $1,354,871 |
| Oaktree Opp Fund X | AT COST | $937,247 | $937,248 |
| Oaktree Opp Fund XB | AT COST | $241,273 | $241,272 |
| Oaktree Real Estate Fd V | AT COST | $169,679 | $169,678 |
| RBC Fds Tr Emkt Eqty I | AT COST | $2,445,356 | $2,500,982 |
| Siguler Guff Fund III | AT COST | $168,548 | $162,599 |
| Spur Ventures III | AT COST | $880,623 | $1,444,511 |
| Vanguard Inflation Protected | AT COST | $1,605,116 | $1,599,046 |
| Ninety One Global Franchise | AT COST | $4,391,854 | $4,990,115 |
| Coller Int'l | AT COST | $0 | $49,260 |
| AXA Secondary Fund V | AT COST | $0 | $17,057 |
| Spur Ventures VI | AT COST | $40,727 | $34,479 |
| Ecosystem Investment Partners IV | AT COST | $38,278 | $42,000 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Dividend receivable | Desc |
| BOY Book Value | $6,519 | BOYBookValueAmt |
| EOY Book Value | $3,597 | EOYBookValueAmt |
| EOYFMV | $3,597 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Equipment & Equipment Maintenance | $3,144 | $0 | $3,144 |
| Supplies | $481 | $0 | $481 |
| Misc | $20 | $0 | $20 |
| Telephone | $916 | $0 | $916 |
| Bank Fee | $13 | $0 | $13 |
| Software | $245 | $0 | $245 |
| Postage | $1,108 | $0 | $1,108 |
| Website | $2,449 | $0 | $2,449 |
| Dues & Subscriptions | $20 | $0 | $20 |
| Investment Interest | $748 | $748 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (21 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| BGI Equity | $30,903 | $30,903 | $30,903 |
| Book income/alternative investments | $28,063 | $28,063 | |
| Boston Partners Int'l Eqty | -$12,294 | -$12,294 | -$12,294 |
| Commonfund Intl Vent VI | -$4,823 | -$4,923 | -$4,823 |
| Commonfund PEP V | -$719 | -$1,001 | -$719 |
| Commonfund PEP VII | $1,390 | -$890 | $1,390 |
| Commonfund Venture Pt VI | $4,194 | $4,258 | $4,194 |
| Commonfund Venture VIII | -$1,397 | -$1,394 | -$1,397 |
| Flag International | -$5,714 | -$5,698 | -$5,714 |
| Flag Intl Partners II | -$10,343 | -$10,343 | -$10,343 |
| Flag Priv Eq III | -$788 | -$1,918 | -$788 |
| Flag Priv Eq IV | $20,213 | $10,108 | $20,213 |
| Flag Venture VI | -$5,872 | -$5,851 | -$5,872 |
| Neuberger Berman | $48,496 | $43,542 | $48,496 |
| Oaktree Opp Fund X, LP | -$10,570 | -$10,570 | -$10,570 |
| Oaktree Opp Fund XB, LP | -$12,068 | -$8,442 | -$12,068 |
| Oaktree Real Estate Fd V | -$24,277 | -$23,608 | -$24,277 |
| Sigular Guff | -$218 | -$216 | -$218 |
| Spur Ventures III | -$16,271 | -$16,238 | -$16,271 |
| Spur Ventures VI | -$8,873 | -$8,873 | -$8,873 |
| Ecosystem Investment Partners IV | -$3,232 | -$3,232 | -$3,232 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Pavillion Advisory | $42,323 | $42,323 | $0 |
| BGI Equity | $12,500 | $12,500 | $0 |
| JP Morgan RiverBridge | $30,979 | $30,979 | $0 |
| Oaktree X | $3,256 | $3,256 | $0 |
| Ecosystem Investment IV | $507 | $507 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Tax | $32,802 | $32,802 | $0 |
| State taxes | $2,652 | $2,652 | $0 |
| Excise Tax | $110,000 | $0 | $0 |
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