JACOB AND HILDA BLAUSTEIN FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- JACOB AND HILDA BLAUSTEIN FOUNDATION INC (EIN 52-6038382)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-12
- IRS object ID
- 201933169349101318
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-12T13:29:59-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526038382 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Jacob and Hilda Blaustein | BusinessNameLine1Txt |
| Business Name Line2 | Foundation Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JACO | BusinessNameControlTxt |
| Phone | 4103477201 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One South Street No 2950 | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 212023298 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Anne A Patterson | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 4103477201 | PhoneNum |
| Signature | 2019-11-12 | 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 | 128.177.116.106 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-12 | IPDt |
| IP Tm | 13:29:54 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0E4C15207DC127BDB52450F77D4060F40C3F1AE4 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7DC0E22230BB4EA39E967D8B3B42B950401A936C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $121,541,801 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,550,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $411 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $411 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,053,836 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,053,836 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,609,164 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $28,016,227 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,609,164 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$3,960,532 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$456,379 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $11,252,879 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,207,032 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $139,456 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $139,456 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $334,038 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $334,038 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $86,605 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $86,605 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $128,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $64,100 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $64,100 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $156,684 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $156,684 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $362,396 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $102,396 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $67,266 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $67,266 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $20,033 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $266 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $19,767 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $27,998 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $27,998 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,322,676 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $323,446 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $739,230 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,964,470 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,964,470 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,287,146 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $323,446 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,703,700 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,965,733 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,883,586 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,005,742 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,978,021 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,978,021 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $112,119,385 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $113,741,423 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $118,713,780 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $850,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $850,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $850,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $115,975,127 | TotalAssetsBOYAmt |
| Total Assets EOY | $116,569,444 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $121,541,801 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $115,975,127 | CapitalStockBOYAmt |
| Capital Stock EOY | $116,569,444 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $115,975,127 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $116,569,444 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $115,975,127 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $116,569,444 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $115,975,127 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,965,733 | ExcessRevenueOverExpensesAmt |
| Other Increases | $132,825 | OtherIncreasesAmt |
| Subtotal | $118,073,685 | SubtotalAmt |
| Other Decreases | $1,504,241 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $116,569,444 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (167 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BMO Pryford Intl Stock | P | 2017-12-08 | 2018-11-27 | $750,000 | $781,564 | -$31,564 | -$31,564 |
| DFA Intl Value | P | 2018-09-27 | 2018-11-27 | $1,500,000 | $1,647,434 | -$147,434 | -$147,434 |
| Russell 1000 Growth Fund | P | 2018-12-07 | 2018-12-31 | $2,489 | $1,494 | $995 | $995 |
| Russell 1000 Value Fund | P | 2018-05-31 | 2018-06-13 | $1,467 | $1,263 | $204 | $204 |
| Russell 1000 Value Fund | P | 2018-05-31 | 2018-09-27 | $1,905 | $1,587 | $318 | $318 |
| Russell 1000 Value Fund | P | 2018-12-07 | 2018-12-31 | $2,253 | $1,724 | $529 | $529 |
| Harbor Capital | P | 2015-04-02 | 2018-07-25 | $5,798,328 | $4,920,966 | $877,362 | $877,362 |
| Long Leaf Partners | P | 2011-01-31 | 2018-05-31 | $3,503,281 | $3,113,309 | $389,972 | $389,972 |
| Long Leaf Partners | P | 2011-01-31 | 2018-05-29 | $541,568 | $392,107 | $149,461 | $149,461 |
| M. Kingdon Offshore Ltd | P | 2011-10-03 | 2018-01-17 | $2,653,267 | $1,651,300 | $1,001,967 | $1,001,967 |
| Russell 1000 Growth Fund | P | 2009-12-01 | 2018-03-19 | $2,410 | $1,720 | $690 | $690 |
| Russell 1000 Growth Fund | P | 2009-12-01 | 2018-05-31 | $500,000 | $264,388 | $235,612 | $235,612 |
| Russell 1000 Growth Fund | P | 2009-12-01 | 2018-06-13 | $2,550 | $1,755 | $795 | $795 |
| Russell 1000 Growth Fund | P | 2009-12-01 | 2018-08-23 | $1,500,000 | $997,132 | $502,868 | $502,868 |
| Russell 1000 Growth Fund | P | 2009-12-01 | 2018-09-27 | $2,503 | $1,614 | $889 | $889 |
| Russell 1000 Value Fund | P | 2009-12-01 | 2018-03-19 | $1,439 | $1,177 | $262 | $262 |
| BP stock sale | D | 2018-02-09 | 2018-03-30 | $1,579,417 | $5,059 | $1,574,358 | $1,574,358 |
| Coller - Distribution in excess of basis | P | 2018-12-31 | $29,576 | $29,576 | $29,576 | ||
| LCP VII - Distribution in excess of basis | P | 2018-12-31 | $91,125 | $91,125 | $91,125 | ||
| AXA Secondary Fund V - Distribution in excess of basis | P | 2018-12-31 | $20,165 | $20,165 | $20,165 | ||
| Spur V | P | 2018-12-31 | $603 | -$603 | -$603 | ||
| Industry Ventures VIII | P | 2018-12-31 | $13,367 | $13,367 | $13,367 | ||
| Industry Ventures VII | P | 2018-12-31 | $90,488 | $90,488 | $90,488 | ||
| Oaktree RE Opps V | P | 2018-12-31 | $48,151 | $48,151 | $48,151 | ||
| Rockefeller Global | P | 2018-12-31 | $1,127,609 | $1,127,609 | $1,127,609 | ||
| Siguler Guff III | P | 2018-12-31 | $98,185 | -$98,185 | -$98,185 | ||
| Spur Ventures III | P | 2018-12-31 | $167,075 | $167,075 | $167,075 | ||
| Gatewood Capital | P | 2018-12-31 | $36 | $36 | $36 | ||
| Spur IV | P | 2018-12-31 | $47,074 | $47,074 | $47,074 | ||
| Discovery Equity | P | 2018-12-31 | $5,816 | -$5,816 | -$5,816 | ||
| Discovery Equity - Loss on Liquidation | P | 2018-12-31 | $56,275 | -$56,275 | -$56,275 | ||
| Siguler Guff IV | P | 2018-12-31 | $4,205 | $4,205 | $4,205 | ||
| Neuberger Berman | P | 2018-12-31 | $522,045 | $522,045 | $522,045 | ||
| Russell 1000 Growth Fund | P | 2018-12-31 | $1,711,373 | $1,711,373 | $1,711,373 | ||
| BancBoston PEP III - Loss on Liquidation | P | 2018-12-31 | $76,550 | -$76,550 | -$76,550 | ||
| Russell 1000 Value Fund | P | 2018-12-31 | $873,504 | $873,504 | $873,504 | ||
| Commonfund Intl VI | P | 2018-12-31 | $126,670 | $126,670 | $126,670 | ||
| Commonfund PE V | P | 2018-12-31 | $159,246 | $159,246 | $159,246 | ||
| Commonfund VI | P | 2018-12-31 | $36,267 | $36,267 | $36,267 | ||
| Commonfund VII | P | 2018-12-31 | $144,264 | $144,264 | $144,264 | ||
| CS Partners IV | P | 2018-12-31 | $28,764 | $28,764 | $28,764 | ||
| CSFB Partners III | P | 2018-12-31 | $23,563 | -$23,563 | -$23,563 | ||
| Flag International | P | 2018-12-31 | $127,400 | $127,400 | $127,400 | ||
| Flag International II | P | 2018-12-31 | $38,876 | $38,876 | $38,876 | ||
| Flag Private Equity III | P | 2018-12-31 | $91,167 | $91,167 | $91,167 | ||
| Flag Private Equity IV | P | 2018-12-31 | $161,561 | $161,561 | $161,561 | ||
| Flag Ventures Partners VI | P | 2018-12-31 | $90,133 | $90,133 | $90,133 | ||
| OCM Mezzanine | P | 2018-12-31 | $48,597 | -$48,597 | -$48,597 | ||
| OCM European Principles | P | 2018-12-31 | $140,799 | -$140,799 | -$140,799 | ||
| BancBoston PEP III | P | 2018-12-31 | $390 | -$390 | -$390 | ||
| Boulder Ventures | P | 2018-12-31 | $49 | -$49 | -$49 | ||
| TS MGT 600 Shares ACADIA HEALTHCARE CO INC | P | $23,322 | $34,437 | -$11,115 | -$11,115 | ||
| TS MGT 500 Shares ACHAOGEN INC | P | $3,609 | $10,409 | -$6,800 | -$6,800 | ||
| TS MGT 400 Shares ACI WORLDWIDE INC | P | $10,417 | $6,489 | $3,928 | $3,928 | ||
| TS MGT 200 Shares AERCAP HOLDINGS NV | P | $10,909 | $9,154 | $1,755 | $1,755 | ||
| TS MGT 100 Shares ALLAKOS INC | P | $2,715 | $1,800 | $915 | $915 | ||
| TS MGT 300 Shares ALLEGIANT TRAVEL CO | P | $41,154 | $32,277 | $8,877 | $8,877 | ||
| TS MGT 1200 Shares ALLSCRIPTS HEALTHCARE SOLUTIONS | P | $16,832 | $14,440 | $2,392 | $2,392 | ||
| TS MGT 200 Shares APOLLO GLOBAL MANAGEMENT - A | P | $7,252 | $6,378 | $874 | $874 | ||
| TS MGT 150 Shares APTARGROUP INC | P | $13,276 | $9,974 | $3,302 | $3,302 | ||
| TS MGT 100 Shares ASGN INCORPORATED COM | P | $9,035 | $8,205 | $830 | $830 | ||
| TS MGT 700 Shares ASSURED GUARANTY LTD | P | $25,790 | $26,990 | -$1,200 | -$1,200 | ||
| TS MGT 800 Shares ATLASSIAN CORP PLC-CLASS A | P | $55,730 | $21,541 | $34,189 | $34,189 | ||
| TS MGT 150 Shares AVEXIS INC NON-TRADEABLE ASSET CORP ACTIONS CONTRA | P | $32,700 | $17,579 | $15,121 | $15,121 | ||
| TS MGT 1500 Shares AXALTA COATING SYSTEMS LTD | P | $36,562 | $42,999 | -$6,437 | -$6,437 | ||
| TS MGT 100 Shares BEACON ROOFING SUPPLY INC | P | $3,354 | $5,411 | -$2,057 | -$2,057 | ||
| TS MGT 50 Shares BIO-RAD LABORATORIES-A | P | $12,682 | $11,251 | $1,431 | $1,431 | ||
| TS MGT 200 Shares BLACKBAUD INC | P | $20,123 | $23,227 | -$3,104 | -$3,104 | ||
| TS MGT 50 Shares BLUEPRINT MEDICINES CORP | P | $4,986 | $4,050 | $936 | $936 | ||
| TS MGT 300 Shares BOOZ ALLEN HAMILTON HOLDINGS | P | $13,781 | $13,325 | $456 | $456 | ||
| TS MGT 200 Shares BRIGHT HORIZONS FAMILY SOLUT | P | $19,118 | $15,228 | $3,890 | $3,890 | ||
| TS MGT 350 Shares BROADRIDGE FINANCIAL SOLUTIO | P | $37,496 | $9,474 | $28,022 | $28,022 | ||
| TS MGT 450 Shares BRUNSWICK CORP | P | $28,124 | $27,115 | $1,009 | $1,009 | ||
| TS MGT 350 Shares CARTER'S INC | P | $33,548 | $36,610 | -$3,062 | -$3,062 | ||
| TS MGT 300 Shares CAVIUM INC | P | $25,961 | $24,506 | $1,455 | $1,455 | ||
| TS MGT 350 Shares CHARLES RIVER LABORATORIES | P | $44,409 | $42,510 | $1,899 | $1,899 | ||
| TS MGT 200 Shares CLEAN HARBORS INC | P | $12,113 | $10,824 | $1,289 | $1,289 | ||
| TS MGT 800 Shares CLOUDERA INC | P | $12,101 | $14,964 | -$2,863 | -$2,863 | ||
| TS MGT 100 Shares COGNEX CORP | P | $4,642 | $5,794 | -$1,152 | -$1,152 | ||
| TS MGT 100 Shares COHERENT INC | P | $18,010 | $21,982 | -$3,972 | -$3,972 | ||
| TS MGT 200 Shares COLUMBIA SPORTSWEAR CO | P | $17,463 | $9,485 | $7,978 | $7,978 | ||
| TS MGT 1000 Shares COMMSCOPE HOLDING CO INC | P | $25,448 | $26,483 | -$1,035 | -$1,035 | ||
| TS MGT 100 Shares CORE LABORATORIES N.V. | P | $11,925 | $11,273 | $652 | $652 | ||
| TS MGT 800 Shares CORNERSTONE ONDEMAND INC | P | $40,878 | $25,689 | $15,189 | $15,189 | ||
| TS MGT 50 Shares COSTAR GROUP INC | P | $17,304 | $1,795 | $15,509 | $15,509 | ||
| TS MGT 700 Shares CUBESMART | P | $20,118 | $17,468 | $2,650 | $2,650 | ||
| TS MGT 200 Shares DBV TECHNOLOGIES SA-SPON ADR | P | $4,824 | $6,800 | -$1,976 | -$1,976 | ||
| TS MGT 600 Shares DELPHI TECHNOLOGIES PLC | P | $14,087 | $26,795 | -$12,708 | -$12,708 | ||
| TS MGT 100 Shares ELBIT SYSTEMS LTD | P | $11,230 | $10,604 | $626 | $626 | ||
| TS MGT 1300 Shares ELF BEAUTY INC | P | $14,675 | $33,421 | -$18,746 | -$18,746 | ||
| TS MGT 200 Shares ENCOMPASS HEALTH CORPORATION COM | P | $11,874 | $10,411 | $1,463 | $1,463 | ||
| TS MGT 200 Shares ETSY INC | P | $10,625 | $9,156 | $1,469 | $1,469 | ||
| TS MGT 300 Shares EVO PAYMENTS INC-CLASS A | P | $7,600 | $7,350 | $250 | $250 | ||
| TS MGT 400 Shares FLOOR & DECOR HOLDINGS INC-A | P | $16,528 | $17,830 | -$1,302 | -$1,302 | ||
| TS MGT 300 Shares FRONTDOOR INC | P | $8,091 | $3,373 | $4,718 | $4,718 | ||
| TS MGT 200 Shares GARTNER INC | P | $28,703 | $25,220 | $3,483 | $3,483 | ||
| TS MGT 1900 Shares GATES INDUSTRIAL CORP PLC | P | $30,391 | $35,530 | -$5,139 | -$5,139 | ||
| TS MGT 500 Shares GENESEE & WYOMING INC-CL A | P | $39,489 | $28,514 | $10,975 | $10,975 | ||
| TS MGT 650 Shares GLOBAL PAYMENTS INC | P | $70,758 | $18,756 | $52,002 | $52,002 | ||
| TS MGT 300 Shares GRAND CANYON EDUCATION INC | P | $34,306 | $31,382 | $2,924 | $2,924 | ||
| TS MGT 150 Shares GRUBHUB INC | P | $14,426 | $15,391 | -$965 | -$965 | ||
| TS MGT 150 Shares GUIDEWIRE SOFTWARE INC | P | $14,824 | $12,641 | $2,183 | $2,183 | ||
| TS MGT 400 Shares INTERNATIONAL GAME TECHNOLOG | P | $9,752 | $10,452 | -$700 | -$700 | ||
| TS MGT 350 Shares ITT INC | P | $19,209 | $15,648 | $3,561 | $3,561 | ||
| TS MGT 150 Shares JACK HENRY & ASSOCIATES INC | P | $19,604 | $17,634 | $1,970 | $1,970 | ||
| TS MGT 1000 Shares K2M GROUP HOLDINGS INC | P | $27,257 | $20,765 | $6,492 | $6,492 | ||
| TS MGT 250 Shares KNIGHT SWIFT TRANSN HLDGS INC CLASS A | P | $8,180 | $10,817 | -$2,637 | -$2,637 | ||
| TS MGT 150 Shares LANDSTAR SYSTEM INC | P | $16,139 | $13,401 | $2,738 | $2,738 | ||
| TS MGT 1800 Shares LAUREATE EDUCATION INC-A | P | $26,843 | $26,208 | $635 | $635 | ||
| TS MGT 1000 Shares LEGGETT & PLATT INC | P | $37,759 | $46,733 | -$8,974 | -$8,974 | ||
| TS MGT 350 Shares LOGMEIN INC | P | $38,255 | $42,697 | -$4,442 | -$4,442 | ||
| TS MGT 20 Shares LOXO ONCOLOGY INC | P | $2,828 | $2,638 | $190 | $190 | ||
| TS MGT 200 Shares MATADOR RESOURCES CO | P | $5,959 | $6,567 | -$608 | -$608 | ||
| TS MGT 500 Shares MEDNAX INC | P | $22,603 | $23,060 | -$457 | -$457 | ||
| TS MGT 800 Shares MICROSEMI CORP | P | $53,169 | $40,503 | $12,666 | $12,666 | ||
| TS MGT 50 Shares MIDDLEBY CORP | P | $34,058 | $35,290 | -$1,232 | -$1,232 | ||
| TS MGT 50 Shares MONOLITHIC POWER SYSTEMS INC | P | $6,585 | $6,498 | $87 | $87 | ||
| TS MGT 100 Shares MORPHOSYS AG ADR | P | $3,047 | $2,619 | $428 | $428 | ||
| TS MGT 1600 Shares MULESOFT INC- A | P | $69,554 | $36,523 | $33,031 | $33,031 | ||
| TS MGT 600 Shares NATIONAL INSTRUMENTS CORP | P | $28,265 | $18,718 | $9,547 | $9,547 | ||
| TS MGT 100 Shares NATIONAL VISION HLDGS INC | P | $4,343 | $4,332 | $11 | $11 | ||
| TS MGT 400 Shares NEUROCRINE BIOSCIENCES INC | P | $42,813 | $24,576 | $18,237 | $18,237 | ||
| TS MGT 50 Shares NICE LTD | P | $5,536 | $4,638 | $898 | $898 | ||
| TS MGT 300 Shares NORDSON CORP | P | $38,088 | $38,171 | -$83 | -$83 | ||
| TS MGT 100 Shares NOVOCURE LTD | P | $4,599 | $3,447 | $1,152 | $1,152 | ||
| TS MGT 100 Shares OLD DOMINION FREIGHT LINE | P | $14,599 | $6,616 | $7,983 | $7,983 | ||
| TS MGT 100 Shares PACWEST BANCORP | P | $5,205 | $5,449 | -$244 | -$244 | ||
| TS MGT 1000 Shares PAGSEGURO DIGITAL LTD-CL A | P | $30,572 | $29,390 | $1,182 | $1,182 | ||
| TS MGT 400 Shares PAPA JOHN'S INTL INC | P | $21,529 | $32,421 | -$10,892 | -$10,892 | ||
| TS MGT 150 Shares PAYLOCITY HOLDING CORP | P | $8,682 | $7,740 | $942 | $942 | ||
| TS MGT 500 Shares PERFORMANCE FOOD GROUP CO | P | $17,016 | $17,196 | -$180 | -$180 | ||
| TS MGT 550 Shares PLANET FITNESS INC - CL A | P | $26,449 | $17,559 | $8,890 | $8,890 | ||
| TS MGT 300 Shares PLURALSIGHT INC - A | P | $9,443 | $7,363 | $2,080 | $2,080 | ||
| TS MGT 500 Shares PREMIER INC-CLASS A | P | $17,856 | $15,849 | $2,007 | $2,007 | ||
| TS MGT 850 Shares PROASSURANCE CORP | P | $39,983 | $30,307 | $9,676 | $9,676 | ||
| TS MGT 200 Shares RA MEDICAL SYSTEMS INC | P | $4,132 | $3,400 | $732 | $732 | ||
| TS MGT 1000 Shares RADIUS HEALTH INC | P | $20,360 | $35,907 | -$15,547 | -$15,547 | ||
| TS MGT 100 Shares RENAISSANCERE HOLDINGS LTD | P | $12,999 | $13,642 | -$643 | -$643 | ||
| TS MGT 1100 Shares REPLIGEN CORP | P | $57,767 | $37,959 | $19,808 | $19,808 | ||
| TS MGT 650 Shares RPM INTERNATIONAL INC | P | $37,140 | $34,518 | $2,622 | $2,622 | ||
| TS MGT 100 Shares RUBIUS THERAPEUTICS INC | P | $2,827 | $2,300 | $527 | $527 | ||
| TS MGT 450 Shares SCOTTS MIRACLE-GRO CO | P | $42,193 | $42,688 | -$495 | -$495 | ||
| TS MGT 800 Shares SERVICEMASTER GLOBAL HOLDING | P | $37,360 | $17,700 | $19,660 | $19,660 | ||
| TS MGT 250 Shares SIGNATURE BANK | P | $30,110 | $32,255 | -$2,145 | -$2,145 | ||
| TS MGT 450 Shares SMITH (A.O.) CORP | P | $25,748 | $20,414 | $5,334 | $5,334 | ||
| TS MGT 1100 Shares SURGERY PARTNERS INC | P | $19,059 | $16,956 | $2,103 | $2,103 | ||
| TS MGT 600 Shares SYNEOS HEALTH INC | P | $20,182 | $26,566 | -$6,384 | -$6,384 | ||
| TS MGT 200 Shares TESARO INC | P | $13,533 | $24,345 | -$10,812 | -$10,812 | ||
| TS MGT 1100 Shares TRANSUNION | P | $70,604 | $50,770 | $19,834 | $19,834 | ||
| TS MGT 100 Shares TYLER TECHNOLOGIES INC | P | $18,780 | $17,940 | $840 | $840 | ||
| TS MGT 40 Shares ULTIMATE SOFTWARE GROUP INC | P | $9,977 | $8,112 | $1,865 | $1,865 | ||
| TS MGT 300 Shares UNDER ARMOUR INC-CLASS A | P | $6,953 | $6,391 | $562 | $562 | ||
| TS MGT 350 Shares UNIVERSAL DISPLAY CORP | P | $43,463 | $33,197 | $10,266 | $10,266 | ||
| TS MGT 100 Shares VANTIV INC - CL A | P | $7,738 | $6,480 | $1,258 | $1,258 | ||
| TS MGT 450 Shares VARONIS SYSTEMS INC | P | $29,131 | $30,836 | -$1,705 | -$1,705 | ||
| TS MGT 450 Shares WABTEC CORP | P | $41,029 | $35,411 | $5,618 | $5,618 | ||
| TS MGT 100 Shares WAGEWORKS INC | P | $5,500 | $7,216 | -$1,716 | -$1,716 | ||
| TS MGT 350 Shares WATSCO INC | P | $58,636 | $43,267 | $15,369 | $15,369 | ||
| TS MGT 300 Shares WAYFAIR INC- CLASS A | P | $27,804 | $19,814 | $7,990 | $7,990 | ||
| TS MGT 280 Shares WEX INC | P | $47,396 | $33,952 | $13,444 | $13,444 | ||
| TS MGT 100 Shares WIDEOPENWEST INC | P | $10,175 | $23,875 | -$13,700 | -$13,700 | ||
| TS MGT 100 Shares WISDOMTREE INVESTMENTS INC | P | $1,287 | $1,905 | -$618 | -$618 | ||
| TS MGT 100 Shares WNS HOLDINGS LTD-ADR | P | $5,120 | $928 | $4,192 | $4,192 | ||
| TS MGT 250 Shares WOODWARD INC | P | $18,819 | $18,964 | -$145 | -$145 | ||
| TS MGT 400 Shares WORLDPAY INC CL A | P | $31,959 | $6,800 | $25,159 | $25,159 | ||
| TS MGT Other Sale | P | $228 | $228 | $228 | |||
| Capital Gains Dividends | P | $1,404,103 | $1,404,103 | $1,404,103 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,609,164 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $8,689,043 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $129,236,431 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.067234 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $8,080,881 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $119,904,623 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.067394 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $8,820,175 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $126,609,245 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.069665 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $8,376,993 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $129,019,482 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.064928 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $7,834,183 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $119,091,156 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.065783 | DistributionYr5Rt |
| Total Distribution | 0.335004 | TotalDistributionRt |
| Average Distribution | 0.067001 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $131,553,334 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $8,814,205 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $128,836 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $8,943,041 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $8,703,700 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $257,672 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $257,672 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $257,672 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $266,253 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $65,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $331,253 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $541 | EsPenaltyAmt |
| Overpayment | $73,040 | OverpaymentAmt |
| Applied To ES Tax | $73,040 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | www.blaufund.org | WebsiteAddressTxt |
| Individual With Books | Jennifer L Bove CPA | IndividualWithBooksNm |
| Phone | 4103477205 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One South St Ste 2950 | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Michael J Hirschhorn | ||||||||
| c/o AFS One South St 2950 | Baltimore | MD | 21202 | President | 30.00 | $95,907 | $43,549 | $0 |
| Elizabeth B Roswell | ||||||||
| c/o AFS One South St 2950 | Baltimore | MD | 21202 | Trustee & Vice President | 0.00 | $0 | $0 | $0 |
| Arthur E Roswell | ||||||||
| c/o AFS One South St 2950 | Baltimore | MD | 21202 | Trustee & Vice President | 0.00 | $0 | $0 | $0 |
| Sarah Shapiro | ||||||||
| c/o AFS One South St 2950 | Baltimore | MD | 21202 | Vice President | 0.00 | $0 | $0 | $0 |
| Jill R Robinson | ||||||||
| c/o AFS One South St 2950 | Baltimore | MD | 21202 | Secretary | 0.00 | $0 | $0 | $0 |
| Betsy Ringel | ||||||||
| c/o AFS One South St 2950 | Baltimore | MD | 21202 | Assistant Secretary | 0.00 | $0 | $0 | $0 |
| Anne Patterson | ||||||||
| c/o AFS One South St 2950 | Baltimore | MD | 21202 | Treasurer | 0.00 | $0 | $0 | $0 |
| Sandra L Glock | ||||||||
| c/o AFS One South St 2950 | Baltimore | MD | 21202 | Assistant Treasurer | 0.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| Brenda Zlatin | ||||||||
| One South Street 2900 | Baltimore | MD | 21202 | Program Officer | 37.50 | $130,516 | $50,604 | $0 |
| Betsy Ringel | ||||||||
| One South Street 2900 | Baltimore | MD | 21202 | Exec.Director | 15.00 | $98,579 | $27,151 | $0 |
| Lara Hall | ||||||||
| One South Street Ste 2900 | Baltimore | MD | 21202 | Program Officer | 15.00 | $56,414 | $9,615 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 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. | $129,775 |
| Rockefeller & Company (via K-1) | |||||
| 30 Rockefeller Plaza Suite 5425 | New York | NY | 10112 | Investment Managemt | $128,148 |
| Pavilion Advisory Group | |||||
| 500 West Madison St 2740 | Chicago | IL | 60661 | Inv Counsel/Mgmt Fee | $100,248 |
| 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 | $129,715,907 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,840,777 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $133,556,684 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $133,556,684 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,003,350 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $131,553,334 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,577,667 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,577,667 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $257,672 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $257,672 | TotalTaxAmt |
| Distributable Before Adj | $6,319,995 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,319,995 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,319,995 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,703,700 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,703,700 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $8,703,700 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,319,995 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,032,417 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,085,659 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,662,169 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,278,278 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,419,351 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $11,477,874 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,703,700 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,319,995 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,383,705 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $13,861,579 | 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 | $2,032,417 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $11,829,162 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,085,659 | ExcessFromYear4Amt |
| Excess From Year3 | $2,662,169 | ExcessFromYear3Amt |
| Excess From Year2 | $2,278,278 | ExcessFromYear2Amt |
| Excess From Year1 | $2,419,351 | ExcessFromYear1Amt |
| Excess From Current Year | $2,383,705 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Michael J Hirschhorn Betsy Ringel | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BPG One South Street 2900 | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 212023334 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4103477201 | RecipientPhoneNum |
| Form And Info And Materials | Letter | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | This organization does not make gifts or contributions to individuals. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (183 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Active Minds Inc | ||||||||
| 2001 South Street NW Suite 630 | Washington | DC | 20009 | N/A | 501(c)(3) | general support | $40,000 | |
| Advocates for Children and Youth Inc | ||||||||
| 1 North Charles Street Suite 2400 | Baltimore | MD | 21202 | N/A | 501(c)(3) | general support | $35,000 | |
| Afro-Vegan Society | ||||||||
| 6 East Lafayette Avenue | Baltimore | MD | 21202 | N/A | 501(c)(3) | matching gift | $100 | |
| American Associates Ben-Gurion University of the Negev Inc | ||||||||
| 1001 Avenue of the Americas 19th | New York | NY | 10018 | N/A | 501(c)(3) | support for scholarships for Bedouin undergraduates at the Ben-Gurion University of the Negev | $40,000 | Floor |
| American Associates Ben-Gurion University of the Negev Inc | ||||||||
| 1001 Avenue of the Americas 19th | New York | NY | 10018 | N/A | 501(c)(3) | support for start-up costs associated with equipping and staffing new faculty members at the Jacob Blaustein Institutes for Desert Research | $200,000 | Floor |
| American Civil Liberties Union Foundation of Maryland | ||||||||
| Meadow Mill at Woodberry 3600 | Baltimore | MD | 21211 | N/A | 501(c)(3) | support for the Susan K. Goering Fund for Equality & Justice | $10,000 | Clipper Mill Road Suite 350 |
| American Civil Liberties Union Foundation of Maryland | ||||||||
| Meadow Mill at Woodberry 3600 | Baltimore | MD | 21211 | N/A | 501(c)(3) | support for the ACLU Education Reform Project | $75,000 | Clipper Mill Road Suite 350 |
| American Friends of ELI | ||||||||
| P O Box 12 | Merion Station | PA | 19066 | N/A | 501(c)(3) | renewed general support | $25,000 | |
| American Friends of ITIM | ||||||||
| c/o KJ Technology 247 West 36th | New York | NY | 10018 | N/A | 501(c)(3) | general support to promote religious freedom and pluralism | $25,000 | Street Fifth Floor |
| American Friends of Tel Aviv University | ||||||||
| 39 Broadway Suite 1510 | New York | NY | 10006 | N/A | 501(c)(3) | renewed support for the Environmental Justice Clinic | $20,000 | |
| American Friends Assoc for the Advancement of Community Centers in Israel | ||||||||
| 1466 Manor Road | Staten Island | NY | 10314 | N/A | 501(c)(3) | renewed support for the Excellence program for Bedouin high school students in the Negev | $60,000 | |
| American Friends of the Heschel Center Inc | ||||||||
| 1814 Shady Avenue | Pittsburgh | PA | 15217 | N/A | 501(c)(3) | renewed support to promote environmental leadership and educate for sustainability | $30,000 | |
| The American Jewish Committee | ||||||||
| The Jacob Blaustein Building 165 | New York | NY | 100222746 | N/A | 501(c)(3) | annual support for 2017 and 2018 | $100,000 | East 56 Street |
| The American Jewish Joint Distribution Committee | ||||||||
| 220 East 42nd Street | New York | NY | 10017 | N/A | 501(c)(3) | renewed support for the Inter-Agency Task Force on Israeli Arab Issues | $30,000 | |
| The American Jewish Joint Distribution Committee | ||||||||
| 220 East 42nd Street | New York | NY | 10017 | N/A | 501(c)(3) | support for its work in Bedouin high schools and middle schools | $25,000 | |
| American Jewish World Service | ||||||||
| 45 West 36th Street 10th Floor | New York | NY | 100187904 | N/A | 501(c)(3) | renewed support for AJWS's early and child marriage program in India | $100,000 | |
| American Supporters of Yedid | ||||||||
| 492c Cedar Lane 335 | Teaneck | NJ | 07666 | N/A | 501(c)(3) | renewed support for a network of Citizens' Rights Centers across the country | $60,000 | |
| American Visionary Art Museum Inc | ||||||||
| 800 Key Highway | Baltimore | MD | 212303940 | N/A | 501(c)(3) | general support | $25,000 | |
| Arts Every Day Inc | ||||||||
| 120 West North Avenue Suite 303 | Baltimore | MD | 21201 | N/A | 501(c)(3) | general support | $30,000 | |
| The Associated Jewish Community Federation of Baltimore Inc | ||||||||
| 101 West Mount Royal Avenue | Baltimore | MD | 212015781 | N/A | 501(c)(3) | general support for the 2018 Annual Campaign | $1,300,000 | |
| The Associated Jewish Community Federation of Baltimore Inc | ||||||||
| 101 West Mount Royal Avenue | Baltimore | MD | 212015781 | N/A | 501(c)(3) | support for CHANA and its efforts to address abuse and other forms of interpersonal trauma in the Jewish community | $35,000 | |
| The Associated Jewish Community Federation of Baltimore Inc | ||||||||
| 101 West Mount Royal Avenue | Baltimore | MD | 212015781 | N/A | 501(c)(3) | support for three Hillel campus programs in the Baltimore metropolitan area (Goucher, Towson and UMBC) | $45,000 | |
| The Association of Baltimore Area Grantmakers | ||||||||
| 2 East Read Street 2nd Floor | Baltimore | MD | 212022470 | N/A | 501(c)(3) | general support through membership in 2018 | $9,060 | |
| The Association of Baltimore Area Grantmakers | ||||||||
| 2 East Read Street 2nd Floor | Baltimore | MD | 212022470 | N/A | 501(c)(3) | support for the Maryland Environmental Health Network | $65,000 | |
| Asylum Access | ||||||||
| 1611 Telegraph Avenue Suite 1111 | Oakland | CA | 94612 | N/A | 501(c)(3) | renewed support to assist refugees in accessing their rights | $50,000 | |
| AVODAH The Jewish Service Corps | ||||||||
| 125 Maiden Lane 8 c/o Makom Hadesh | New York | NY | 10038 | N/A | 501(c)(3) | renewed general support | $75,000 | |
| Baltimore Clayworks Inc | ||||||||
| 5707 Smith Avenue | Baltimore | MD | 21209 | N/A | 501(c)(3) | general support | $60,000 | |
| Baltimore Educational Scholarship Trust | ||||||||
| 808 North Charles Street Suite | Baltimore | MD | 212015308 | N/A | 501(c)(3) | general support | $25,000 | 200-C |
| The Baltimore Symphony Orchestra | ||||||||
| 1212 Cathedral Street | Baltimore | MD | 212015545 | N/A | 501(c)(3) | support for education programming for school and family groups | $35,000 | |
| Baltimore Teacher Supply Swap | ||||||||
| 1794 Union Avenue | Baltimore | MD | 21211 | N/A | 501(c)(3) | general support | $10,000 | |
| Bend the Arc A Jewish Partnership for Justice | ||||||||
| 330 Seventh Avenue 19th Floor | New York | NY | 100015010 | N/A | 501(c)(3) | renewed general support to promote collaboration that advances social justice as a core expression of Jewish values | $35,000 | |
| Bend the Arc A Jewish Partnership for Justice | ||||||||
| 330 Seventh Avenue 19th Floor | New York | NY | 100015010 | N/A | 501(c)(3) | renewed support to engage Jews in promoting economic opportunity and social justice for all Americans | $100,000 | |
| Beth Am Synagogue | ||||||||
| 2501 Eutaw Place | Baltimore | MD | 21217 | N/A | 501(c)(3) | matching gift | $1,600 | |
| Breast Cancer Prevention Partners | ||||||||
| 1388 Sutter Street Suite 400 | San Francisco | CA | 941095400 | N/A | 501(c)(3) | general support | $60,000 | |
| Bromo Tower Arts & Entertainment Inc | ||||||||
| 218 West Saratoga Street Second | Baltimore | MD | 21201 | N/A | 501(c)(3) | general support | $12,500 | Floor |
| Business Volunteers Maryland | ||||||||
| 1201 South Sharp Street Suite 302 | Baltimore | MD | 212303702 | N/A | 501(c)(3) | support for the PENCIL business-school partnership program | $35,000 | |
| Center for Health and Gender Equity | ||||||||
| 1317 F Street NW Suite 400 | Washington | DC | 20004 | N/A | 501(c)(3) | renewed support for activities to promote reproductive health and rights within U.S. international policy | $25,000 | |
| Center for Reproductive Rights | ||||||||
| 199 Water Street 22nd Floor | New York | NY | 10038 | N/A | 501(c)(3) | renewed support for the Global Program | $30,000 | |
| Chai Lifeline Inc | ||||||||
| 151 West 30th Street Floor 3 | New York | NY | 100014007 | N/A | 501(c)(3) | support for the Mid-Atlantic regional office | $30,000 | |
| Charm City Care Connection | ||||||||
| 1212 North Wolfe Street | Baltimore | MD | 21213 | N/A | 501(c)(3) | general support | $25,000 | |
| Chesapeake Shakespeare Company | ||||||||
| 7 South Calvert Street | Baltimore | MD | 21202 | N/A | 501(c)(3) | support for the school matinee program | $15,000 | |
| City Neighbors Foundation | ||||||||
| 4301 Raspe Avenue | Baltimore | MD | 212061913 | N/A | 501(c)(3) | support for the promotion of progressive education practices in Baltimore City public schools | $20,000 | |
| Community Law in Action Inc | ||||||||
| 520 West Fayette Street | Baltimore | MD | 212011781 | N/A | 501(c)(3) | matching gift | $200 | |
| Community Law in Action Inc | ||||||||
| 520 West Fayette Street | Baltimore | MD | 212011781 | N/A | 501(c)(3) | matching gift | $100 | |
| Compassion Over Killing | ||||||||
| PO Box 9773 | Washington | DC | 20016 | N/A | 501(c)(3) | matching gift | $200 | |
| Comprehensive Housing Assistance Inc | ||||||||
| 5809 Park Heights Avenue | Baltimore | MD | 21215 | N/A | 501(c)(3) | support for the School-Community Partnerships Program | $25,000 | |
| Confluence Philanthropy | ||||||||
| 475 Riverside Drive Suite 900 | New York | NY | 10115 | N/A | 501(c)(3) | general support through membership in 2019 | $1,000 | |
| Confluence Philanthropy | ||||||||
| 475 Riverside Drive Suite 900 | New York | NY | 10115 | N/A | 501(c)(3) | general support through membership in 2018 | $1,000 | |
| Consumer Health First | ||||||||
| PO Box 59202 | Potomac | MD | 208599202 | N/A | 501(c)(3) | general support | $50,000 | |
| Creative Alliance | ||||||||
| 3134 Eastern Avenue | Baltimore | MD | 212243963 | N/A | 501(c)(3) | general support | $20,000 | |
| Culture Shock Washington DC Inc | ||||||||
| 606 Shore Acres Road | Arnold | MD | 210121647 | N/A | 501(c)(3) | matching gift | $1,000 | |
| Digital Harbor Foundation | ||||||||
| 1045 Light Street | Baltimore | MD | 21230 | N/A | 501(c)(3) | support for the Center of Excellence for Innovation in Technology Education | $25,000 | |
| Disability Rights International | ||||||||
| 1666 Connecticut Avenue NW Suite | Washington | DC | 20009 | N/A | 501(c)(3) | renewed general support to promote the human rights of people with mental disabilities worldwide | $55,000 | 325 |
| Ecopeace Friends of the Earth Middle East | ||||||||
| c/o Mary Alexander 6534 Spring | Alexandria | VA | 22312 | N/A | 501(c)(3) | renewed support for the project "Advancing Sanitation Solutions Along the Hebron-Negev-Gaza Basin" | $30,000 | Valley Drive |
| Encounter Programs Inc | ||||||||
| 25 Broadway Suite 1700 | New York | NY | 100041010 | N/A | 501(c)(3) | renewed general support and special support to meet the Project Accelerate match | $75,000 | |
| Enoch Pratt Free Library of Baltimore City | ||||||||
| 400 Cathedral Street | Baltimore | MD | 212014484 | N/A | 501(c)(3) | support for the Branch Improvement Fund | $30,000 | |
| Environmental Integrity Project | ||||||||
| 1000 Vermont Avenue NW Suite 1100 | Washington | DC | 20005 | N/A | 501(c)(3) | support for the Baltimore Environmental Justice Campaign | $40,000 | |
| Environmental Working Group | ||||||||
| 1436 U Street NW Suite 100 | Washington | DC | 20009 | N/A | 501(c)(3) | support for the Science Program | $65,000 | |
| The Everyman Theatre Inc | ||||||||
| 315 West Fayette Street | Baltimore | MD | 21201 | N/A | 501(c)(3) | general support and support for education programs | $35,000 | |
| Farm Animal Rights Movement | ||||||||
| 10101 Ashburton Lane | Bethesda | MD | 20817 | N/A | 501(c)(3) | matfching gift | $100 | |
| Federation of Jewish Men's Clubs | ||||||||
| 475 Riverside Drive Suite 832 | New York | NY | 101150022 | N/A | 501(c)(3) | renewed support for the "Keruv Initiative" | $10,000 | |
| Firelight Foundation | ||||||||
| 903 Pacific Avenue Suite 307A | Santa Cruz | CA | 95060 | N/A | 501(c)(3) | renewed general support for the International Education Funders Group | $1,000 | |
| Fish Feel | ||||||||
| 1200 Tanley Road | Silver Spring | MD | 209042160 | N/A | 501(c)(3) | matching gift | $200 | |
| Footsteps | ||||||||
| 114 John Street 930 | New York | NY | 102729948 | N/A | 501(c)(3) | support for programs that assist ultra-Orthodox Jews to explore life beyond their insular communities | $35,000 | |
| Foundation for National Progress | ||||||||
| 222 Sutter Street Suite 600 | San Francisco | CA | 941084457 | N/A | 501(c)(3) | mactching gift | $200 | |
| Fractured Atlas | ||||||||
| 248 West 35th Street 10th Floor | New York | NY | 10001 | N/A | 501(c)(3) | matching gift for A Revolutionary Summer | $300 | |
| Friends of Baltimore City Public Schools Great Kids Farm Foundation | ||||||||
| 6601 Baltimore National Pike | Catonsville | MD | 21228 | N/A | 501(c)(3) | general support | $15,000 | |
| Friends of Hilltop Hanover Farm and Environmental Center | ||||||||
| 1271 Hanover Street | Yorktown Heights | NY | 10598 | N/A | 501(c)(3) | matching gift | $100 | |
| Friends of Israel's Environment | ||||||||
| 4182 Beck Avenue | Studio City | CA | 91604 | N/A | 501(c)(3) | renewed support for environmental litigation and advocacy and for the Chemicals of Concern project | $85,000 | |
| Friends of the Arava Institute | ||||||||
| 1320 Centre Street Suite 206 | Newton Centre | MA | 02459 | N/A | 501(c)(3) | renewed scholarship support for Jordanian and Palestinian graduate students in their preparatory year at the Arava Institute before continuing their studies at the Jacob Blaustein Institutes for Desert Research in Sde Boker, Israel | $50,000 | |
| Friends School of Baltimore | ||||||||
| 5114 North Charles Street | Baltimore | MD | 212102096 | N/A | 501(c)(3) | matching gift | $200 | |
| Fund for Educational Excellence | ||||||||
| 800 North Charles Street Suite 400 | Baltimore | MD | 21201 | N/A | 501(c)(3) | support for Building A Generation: City Schools' Blueprint for Success, a four-year effort to improve student outcomes and change district culture and practice | $100,000 | |
| Fund for Educational Excellence | ||||||||
| 800 North Charles Street Suite 400 | Baltimore | MD | 21201 | N/A | 501(c)(3) | general support | $50,000 | |
| Fund for Educational Excellence | ||||||||
| 800 North Charles Street Suite 400 | Baltimore | MD | 21201 | N/A | 501(c)(3) | matching gift | $1,000 | |
| Fund for Global Human Rights | ||||||||
| 1301 Connecticut Avenue NW Suite | Washington | DC | 20036 | N/A | 501(c)(3) | renewed general support to make grants to local and regional human rights groups around the world | $125,000 | 400 |
| Funders for Reproductive Equity | ||||||||
| PO Box 750 | Rockville | MD | 208480750 | N/A | 501(c)(3) | general support through membership for 2018 | $1,375 | |
| Fusion Partnerships Inc | ||||||||
| 1601 Guilford Avenue 2 South | Baltimore | MD | 212022877 | N/A | 501(c)(3) | matching gift for Baltimore CeaseFire | $300 | |
| Fusion Partnerships Inc | ||||||||
| 1601 Guilford Avenue 2 South | Baltimore | MD | 212022877 | N/A | 501(c)(3) | support for the Teachers' Democracy Project to equip teachers with the skills to create restorative classrooms in their schools | $25,000 | |
| Fusion Partnerships Inc | ||||||||
| 1601 Guilford Avenue 2 South | Baltimore | MD | 212022877 | N/A | 501(c)(3) | support for the Intercultural Counseling Connection | $30,000 | |
| Govans Ecumenical Development Corporation | ||||||||
| 1010 East 33rd Street | Baltimore | MD | 21218 | N/A | 501(c)(3) | matching gift | $3,000 | |
| Grantmakers Concerned with Immigrants and Refugees | ||||||||
| P O Box 1100 | Sebastopol | CA | 954731100 | N/A | 501(c)(3) | general support through membership in 2018/19 | $1,000 | |
| Grantmakers for Education | ||||||||
| 700 SW 5th Avenue Suite 4000 | Portland | OR | 97204 | N/A | 501(c)(3) | general support through membership | $2,250 | |
| Grantmakers in Health | ||||||||
| 1100 Connecticut Avenue NW Suite | Washington | DC | 20036 | N/A | 501(c)(3) | general support through membership | $3,160 | 1200 |
| Greater Baltimore Cultural Alliance | ||||||||
| 120 West North Avenue Suite 305 | Baltimore | MD | 212015833 | N/A | 501(c)(3) | general support | $17,500 | |
| Greater Baltimore Cultural Alliance | ||||||||
| 120 West North Avenue Suite 305 | Baltimore | MD | 212015833 | N/A | 501(c)(3) | support for the strategic planning process to match a challenge grant from the France-Merrick Foundation | $7,500 | |
| Green & Healthy Homes Initiative Inc | ||||||||
| 2714 Hudson Street | Baltimore | MD | 212244716 | N/A | 501(c)(3) | support for GHHI's national policy agenda | $35,000 | |
| Hazon Inc | ||||||||
| 125 Maiden Lane Suite 8B | New York | NY | 10038 | N/A | 501(c)(3) | renewed general support | $70,000 | |
| HIAS | ||||||||
| 1300 Spring Street | Silver Spring | MD | 20910 | N/A | 501(c)(3) | renewed general support | $30,000 | |
| Hillel International | ||||||||
| 800 Eighth Street NW | Washington | DC | 200013724 | N/A | 501(c)(3) | renewed support for the Ask Big Questions program | $50,000 | |
| Hillel International | ||||||||
| 800 Eighth Street NW | Washington | DC | 200013724 | N/A | 501(c)(3) | support for Base | $45,000 | |
| Historic East Baltimore Community Action Coalition Inc | ||||||||
| 1212 North Wolfe Street | Baltimore | MD | 21213 | N/A | 501(c)(3) | support for Healthy Minds at Work, a mental health program for young adults enrolled in the Youth Opportunity Center | $40,000 | |
| Holistic Life Foundation Inc | ||||||||
| 2601 North Howard Street Suite 130 | Baltimore | MD | 21218 | N/A | 501(c)(3) | support for mindfulness programming in Baltimore City schools | $32,500 | |
| Human Rights Campaign Foundation | ||||||||
| 1640 Rhode Island Avenue NW | Washington | DC | 20036 | N/A | 501(c)(3) | matching gift | $200 | |
| The Ingenuity Project | ||||||||
| Baltimore Polytechnic Institute | Baltimore | MD | 21209 | N/A | 501(c)(3) | general support | $35,000 | 1400 West Cold Spring Lane Room 337 |
| Jewish Community Foundation of Greater Mercer | ||||||||
| 4 Princess Road Suite 211 | Lawrenceville | NJ | 08648 | N/A | 501(c)(3) | matching gift | $5,000 | |
| Jewish Council for Public Affairs | ||||||||
| 116 East 27th Street 10th Floor | New York | NY | 10016 | N/A | 501(c)(3) | renewed support to promote nuanced dialogue in the Jewish community about the Palestinian-Israel conflict | $175,000 | |
| Jewish Funders Network | ||||||||
| 150 West 30th Street Suite 900 | New York | NY | 10001 | N/A | 501(c)(3) | renewed general support through membership | $8,000 | |
| Jews United for Justice | ||||||||
| 1100 H Street NW Suite 630 | Washington | DC | 20005 | N/A | 501(c)(3) | renewed support for activities in Baltimore and for the Jeremiah Fellowship in Baltimore | $50,000 | |
| The Johns Hopkins University | ||||||||
| 3400 North Charles Street | Baltimore | MD | 21218 | N/A | 501(c)(3) | support for the Baltimore Education Research Consortium | $25,000 | |
| Johns Hopkins University-Peabody Institute | ||||||||
| 1 East Mount Vernon Place | Baltimore | MD | 212022397 | N/A | 501(c)(3) | support for the Tuned-In Initiative | $20,000 | |
| JOIN for Justice | ||||||||
| 359 Boylston Street Fourth Floor | Boston | MA | 02116 | N/A | 501(c)(3) | renewed general support and support to meet a challenge grant | $45,000 | |
| Kitchen Table Campaigns | ||||||||
| 641 S Street NW 3rd Floor | Washington | DC | 20001 | N/A | 501(c)(3) | support for the Safer Chemicals, Healthy Families campaign | $50,000 | |
| Lawrence University | ||||||||
| 711 East Boldt Way SPC 1847 | Appleton | WI | 54911 | N/A | 501(c)(3) | matching gift | $200 | |
| Let's Breakthrough Inc | ||||||||
| 4 West 43rd Street Suite 715 | New York | NY | 10036 | N/A | 501(c)(3) | renewed support for its work to promote women's human rights in India | $25,000 | |
| Live Baltimore Home Center | ||||||||
| 343 North Charles Street | Baltimore | MD | 21210 | N/A | 501(c)(3) | support for Way to Stay, an effort to educate families about school options in Baltimore City | $20,000 | |
| Maryland Association of Nonprofit Organizations | ||||||||
| 1500 Union Avenue Suite 2500 | Baltimore | MD | 21211 | N/A | 501(c)(3) | general support | $25,000 | |
| Maryland Center on Economic Policy | ||||||||
| 1800 North Charles Street Suite 406 | Baltimore | MD | 21201 | N/A | 501(c)(3) | general support | $20,000 | |
| Maryland Citizens' Health Initiative Education Fund Inc | ||||||||
| 2600 Saint Paul Street | Baltimore | MD | 21218 | N/A | 501(c)(3) | general support | $75,000 | |
| Maryland Institute College of Art | ||||||||
| 1300 West Mount Royal Avenue | Baltimore | MD | 212174191 | N/A | 501(c)(3) | support for the Master of Fine Arts in Community Arts program | $40,000 | |
| Maryland League of Conservation Voters Education Fund | ||||||||
| 30 West Street Suite C | Annapolis | MD | 21401 | N/A | 501(c)(3) | support for Chispa Maryland | $30,000 | |
| Maryland Pesticide Education Network | ||||||||
| 544 Epping Forest Road | Annapolis | MD | 21401 | N/A | 501(c)(3) | general support | $50,000 | |
| Maryland Public Interest Research Foundation | ||||||||
| 2209 Maryland Avenue Suite D | Baltimore | MD | 21218 | N/A | 501(c)(3) | support for the Toxics and Environmental Health advocacy program | $30,000 | |
| MEET International Inc | ||||||||
| 177 Huntington Avenue Suite 1703 | Boston | MA | 02115 | N/A | 501(c)(3) | renewed support for programs that bring together Jewish and Arab teens to explore the world of technology and entrepreneurship | $40,000 | |
| Mental Health Association of Maryland Inc | ||||||||
| 1301 York Road Suite 505 | Lutherville | MD | 210936008 | N/A | 501(c)(3) | support for the Older Adult Program | $50,000 | |
| NAMI Maryland Inc | ||||||||
| 10630 Little Patuxent Parkway Suite | Columbia | MD | 21044 | N/A | 501(c)(3) | general support | $15,000 | 475 |
| National Caucus of Environmental Legislators | ||||||||
| 1228 31st Street NW Suite 110 | Washington | DC | 20007 | N/A | 501(c)(3) | general support | $45,000 | |
| National Center for Family Philanthropy | ||||||||
| 1667 K Street NW Suite 550 | Washington | DC | 20006 | N/A | 501(c)(3) | general support through the Friends of the Family program | $2,500 | |
| National Health Law Program | ||||||||
| 3701 Wilshire Boulevard Suite 750 | Los Angeles | CA | 90010 | N/A | 501(c)(3) | support for efforts to secure and protect equitable access to public health care programs for low-income people | $65,000 | |
| National Women's Health Network | ||||||||
| 1413 K Street NW 4th Floor | Washington | DC | 20005 | N/A | 501(c)(3) | support for the "Raising Women's Voices for the Health Care We Need" project | $30,000 | |
| Natural Resources Defense Council | ||||||||
| 40 West 20th Street | New York | NY | 10011 | N/A | 501(c)(3) | matching gift | $400 | |
| New Israel Fund | ||||||||
| 6 East 39th Street Suite 301 | New York | NY | 10016 | N/A | 501(c)(3) | renewed support for the Israel Center for Educational Innovation | $60,000 | |
| New Israel Fund | ||||||||
| 6 East 39th Street Suite 301 | New York | NY | 10016 | N/A | 501(c)(3) | renewed support for the Israel Religious Action Center | $75,000 | |
| New Israel Fund | ||||||||
| 6 East 39th Street Suite 301 | New York | NY | 10016 | N/A | 501(c)(3) | renewed support for AJEEC-NISPED | $100,000 | |
| New Israel Fund | ||||||||
| 6 East 39th Street Suite 301 | New York | NY | 10016 | N/A | 501(c)(3) | renewed support for Hagar: Jewish-Arab Educaiton for Equality | $25,000 | |
| New Israel Fund | ||||||||
| 6 East 39th Street Suite 301 | New York | NY | 10016 | N/A | 501(c)(3) | support for the Tamar Center | $20,000 | |
| New Israel Fund | ||||||||
| 6 East 39th Street Suite 301 | New York | NY | 10016 | N/A | 501(c)(3) | support for the Sapir Academic College | $75,000 | |
| New Israel Fund | ||||||||
| 6 East 39th Street Suite 301 | New York | NY | 10016 | N/A | 501(c)(3) | renewed support for Shatil's activities in the Negev | $75,000 | |
| New Israel Fund | ||||||||
| 6 East 39th Street Suite 301 | New York | NY | 10016 | N/A | 501(c)(3) | renewed support for the Association for Civil Rights in Israel | $25,000 | |
| New Israel Fund | ||||||||
| 6 East 39th Street Suite 301 | New York | NY | 10016 | N/A | 501(c)(3) | renewed support for Bimkom - Planners for Planning Rights | $75,000 | |
| New Israel Fund | ||||||||
| 6 East 39th Street Suite 301 | New York | NY | 10016 | N/A | 501(c)(3) | support for Al-Sanabel | $100,000 | |
| New Israel Fund | ||||||||
| 6 East 39th Street Suite 301 | New York | NY | 10016 | N/A | 501(c)(3) | support for Sikkuy | $50,000 | |
| New Israel Fund | ||||||||
| 6 East 39th Street Suite 301 | New York | NY | 10016 | N/A | 501(c)(3) | renewed support for Yad L'Isha Legal Aid Center and Hotline | $25,000 | |
| New Israel Fund | ||||||||
| 6 East 39th Street Suite 301 | New York | NY | 10016 | N/A | 501(c)(3) | renewed support for the Center for Women's Justice | $25,000 | |
| New Israel Fund | ||||||||
| 6 East 39th Street Suite 301 | New York | NY | 10016 | N/A | 501(c)(3) | renewed support for the ANU Center for Strategic Media | $15,000 | |
| New Israel Fund | ||||||||
| 6 East 39th Street Suite 301 | New York | NY | 10016 | N/A | 501(c)(3) | renewed support for Green Course | $30,000 | |
| New Israel Fund | ||||||||
| 6 East 39th Street Suite 301 | New York | NY | 10016 | N/A | 501(c)(3) | renewed support for Tevel B'Tzedek: An Israeli Non-Profit Organization for Social and Environmental Justice | $25,000 | |
| New Israel Fund | ||||||||
| 6 East 39th Street Suite 301 | New York | NY | 10016 | N/A | 501(c)(3) | renewed support for the Hotline for Refugee and Migrants | $30,000 | |
| New Israel Fund | ||||||||
| 6 East 39th Street Suite 301 | New York | NY | 10016 | N/A | 501(c)(3) | renewed support for Bizchut, The Israel Human Rights Center for People with Disabilities | $25,000 | |
| New Leaders | ||||||||
| 30 West 26th Street 2nd Floor | New York | NY | 10010 | N/A | 501(c)(3) | support for New Leaders-Baltimore, a program to recruit and train high caliber principals to serve in Baltimore City public schools | $50,000 | |
| New Israel Fund | ||||||||
| 6 East 39th Street Suite 301 | New York | NY | 10016 | N/A | 501(c)(3) | renewed support for Olim Beyahad: Rising Up Together | $30,000 | |
| Open Works | ||||||||
| 1400 Greenmount Avenue | Baltimore | MD | 21202 | N/A | 501(c)(3) | support for educational programming for children and youth | $15,000 | |
| Our Hen House | ||||||||
| 77 Park Terrace East D19 | New York | NY | 10034 | N/A | 501(c)(3) | matching gift | $200 | |
| PEF Israel Endowment Funds Inc | ||||||||
| 630 Third Avenue 15th Floor | New York | NY | 10017 | N/A | 501(c)(3) | renewed support for Desert Stars | $50,000 | |
| PEF Israel Endowment Funds Inc | ||||||||
| 630 Third Avenue 15th Floor | New York | NY | 10017 | N/A | 501(c)(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(c)(3) | support for the Edmond de Rothschild Partnerships for Israeli Hope in Academia, a diversity initiative for Israeli higher education | $50,000 | |
| PEF Israel Endowment Funds Inc | ||||||||
| 630 Third Avenue 15th Floor | New York | NY | 10017 | N/A | 501(c)(3) | renewed support for Matan - Investing in the Community for Co-Impact - Partnership for Arab Employment | $50,000 | |
| Palestinian Internship Program | ||||||||
| c/o Yadin Kaufmann 145 West 67th | New York | NY | 10023 | N/A | 501(c)(3) | general support to bring Palestinians from East Jerusalem and the West Bank to intern in Israeli companies | $25,000 | Street |
| Palestinian Internship Program | ||||||||
| c/o Yadin Kaufmann 145 West 67th | New York | NY | 10023 | N/A | 501(c)(3) | general support to bring Palestinians from East Jerusalem and the West Bank to intern in Israeli companies | $10,000 | Street |
| Pearlstone Conference and Retreat Center Inc | ||||||||
| 5425 Mount Gilead Road | Reisterstown | MD | 21136 | N/A | 501(c)(3) | capital support for improvements to its facilities | $200,000 | |
| Planned Parenthood of Maryland Inc | ||||||||
| 330 North Howard Street | Baltimore | MD | 21201 | N/A | 501(c)(3) | matching gift | $200 | |
| The Pro Bono Counseling Project Inc | ||||||||
| 110 West Road Suite 202 | Baltimore | MD | 21204 | N/A | 501(c)(3) | general support | $35,000 | |
| Pro Publica Inc | ||||||||
| 155 Avenue of the Americas 13th | New York | NY | 10013 | N/A | 501(c)(3) | matching gift | $200 | Floor |
| Proteus Fund | ||||||||
| 15 Research Drive Suite B | Amherst | MA | 01002 | N/A | 501(c)(3) | renewed support for the Human Rights Funders Network | $40,000 | |
| Public Justice Center | ||||||||
| 1 North Charles Street Suite 200 | Baltimore | MD | 21201 | N/A | 501(c)(3) | support for the Access to Health and Public Benefits Project | $65,000 | |
| Religious Action Center of Reform Judaism | ||||||||
| 2027 Massachusetts Avenue NW | Washington | DC | 20036 | N/A | 501(c)(3) | renewed general support | $70,000 | |
| Restorative Response Baltimore | ||||||||
| 1500 Union Avenue Suite 2700 | Baltimore | MD | 212111989 | N/A | 501(c)(3) | support to train Baltimore City school staff in restorative practices and to offer the community conferencing model as an intervention | $50,000 | |
| Roberta's House Inc | ||||||||
| 2510 St Paul Street First Floor | Baltimore | MD | 21218 | N/A | 501(c)(3) | general support | $25,000 | |
| Roberta's House Inc | ||||||||
| 2510 St Paul Street First Floor | Baltimore | MD | 21218 | N/A | 501(c)(3) | support for the capital campaign | $150,000 | |
| Shalom Hartman Institute of North America | ||||||||
| 475 Riverside Drive Suite 1450 | New York | NY | 10115 | N/A | 501(c)(3) | renewed support for I-Engage Campus Programming | $50,000 | |
| Sierra Club Foundation | ||||||||
| 2101 Webster Street Suite 1250 | Oakland | CA | 94612 | N/A | 501(c)(3) | support for the Maryland Clean Energy Campaign | $25,000 | |
| Single Carrot Theatre | ||||||||
| 2600 North Howard Street Suite 1200 | Baltimore | MD | 21218 | N/A | 501(c)(3) | general support | $10,000 | |
| Station North Arts & Entertainment Inc | ||||||||
| 120 West North Avenue Suite 307 | Baltimore | MD | 21201 | N/A | 501(c)(3) | general support | $15,000 | |
| Strategic Education Research Partnership | ||||||||
| 1100 Connecticut Avenue NW Suite | Washington | DC | 200364119 | N/A | 501(c)(3) | support for the STARI Baltimore project | $25,000 | 1310 |
| Strong City Baltimore Inc | ||||||||
| 3503 North Charles Street | Baltimore | MD | 212182405 | N/A | 501(c)(3) | matching gift for the Youth Empowered Society | $100 | |
| Strong City Baltimore Inc | ||||||||
| 3503 North Charles Street | Baltimore | MD | 212182405 | N/A | 501(c)(3) | matching gift | $850 | |
| Strong City Baltimore Inc | ||||||||
| 3503 North Charles Street | Baltimore | MD | 212182405 | N/A | 501(c)(3) | support for Baltimore Corps | $25,000 | |
| Tahirih Justice Center | ||||||||
| 6402 Arlington Boulevard Suite 300 | Falls Church | VA | 220422333 | N/A | 501(c)(3) | renewed general support for legal advocacy on behalf of refugee women and girls fleeing gender-based violence in Baltimore, DC, Houston and San Francisco | $50,000 | |
| Teach For America Inc | ||||||||
| Baltimore Office 2601 North Howard | Baltimore | MD | 21218 | N/A | 501(c)(3) | general support | $50,000 | Street Suite 300 |
| Tivnu Building Justice | ||||||||
| 7971 SE 11th Avenue | Portland | OR | 97202 | N/A | 501(c)(3) | renewed support for a gap year program in community housing and development for Jewish young adults | $25,000 | |
| Toxic Free Future | ||||||||
| 4649 Sunnyside Avenue N 540 | Seattle | WA | 981036963 | N/A | 501(c)(3) | support for Safer States | $25,000 | |
| University of California | ||||||||
| 200 McAllister Street | San Francisco | CA | 941024978 | N/A | 501(c)(3) | renewed support for the Center for Gender and Refugee Studies at the Hastings College of Law | $25,000 | |
| Urban Justice Center | ||||||||
| 40 Rector Street 9th Floor | New York | NY | 10006 | N/A | 501(c)(3) | renewed support for the International Refugee Assistance Project | $75,000 | |
| Urban Teachers | ||||||||
| 1800 Washington Boulevard Suite 411 | Baltimore | MD | 21230 | N/A | 501(c)(3) | support for the teacher training and certification program in Baltimore City | $50,000 | |
| Virginia Organizing | ||||||||
| 703 Concord Avenue | Charlottesville | VA | 229035208 | N/A | 501(c)(3) | general support through membership in the Health and Environmental Funders Network | $1,875 | |
| Wide Angle Youth Media Inc | ||||||||
| 2601 North Howard Street Suite 160 | Baltimore | MD | 21218 | N/A | 501(c)(3) | matching gift | $100 | |
| Wide Angle Youth Media Inc | ||||||||
| 2601 North Howard Street Suite 160 | Baltimore | MD | 21218 | N/A | 501(c)(3) | matching gift | $200 | |
| WITNESS | ||||||||
| 80 Hanson Place 5th Floor | Brooklyn | NY | 11217 | N/A | 501(c)(3) | renewed general support | $35,000 | |
| Women's Voices For The Earth | ||||||||
| PO Box 8743 | Missoula | MT | 59807 | N/A | 501(c)(3) | general support | $25,000 | |
| World Union for Progressive Judaism Ltd | ||||||||
| 633 Third Avenue | New York | NY | 100176778 | N/A | 501(c)(3) | renewed support for the young leadership development program in the FSU | $110,000 | |
| Y of Central Maryland Inc | ||||||||
| 303 West Chesapeake Avenue | Baltimore | MD | 212044406 | N/A | 501(c)(3) | capital support for the renovation and expansion of the Weinberg Y in Waverly, as part of the "Invest in Baltimore's Future" campaign | $120,000 | |
| Yeshivat Maharat | ||||||||
| 3700 Henry Hudson Parkway 2nd Floor | Riverdale | NY | 10463 | N/A | 501(c)(3) | renewed support to educate and train women as Jewish spiritual leaders | $50,000 | |
| Young Audiences of Maryland Inc | ||||||||
| 2600 North Howard Street Suite 1300 | Baltimore | MD | 21218 | N/A | 501(c)(3) | general support for programming in Baltimore City and support for the Access for All program | $50,000 | |
| Young Audiences of Maryland Inc | ||||||||
| 2600 North Howard Street Suite 1300 | Baltimore | MD | 21218 | N/A | 501(c)(3) | matching gift | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,964,470 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (64 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| American Associates Ben-Gurion University of the Negev Inc | ||||||||
| 1001 Avenue of the Americas 19th | Floor | New York | NY | 10018 | N/A | 501(c)(3) | support for scholarships for Bedouin undergraduates at the Ben-Gurion University of the Negev | $60,000 |
| American Civil Liberties Union Foundation of Maryland | ||||||||
| Meadow Mill at Woodberry 3600 | Clipper Mill Road Suite 350 | Baltimore | MD | 21211 | N/A | 501(c)(3) | support for the ACLU Education Reform Project | $75,000 |
| American Friends of ELI | ||||||||
| P O Box 12 | Merion Station | PA | 19066 | N/A | 501(c)(3) | renewed general support | $25,000 | |
| American Friends of ITIM | ||||||||
| c/o KJ Technology 247 West 36th | Street Fifth Floor | New York | NY | 10018 | N/A | 501(c)(3) | general support to promote religious freedom and pluralism | $25,000 |
| The American Jewish Joint Distribution Committee | ||||||||
| 220 East 42nd Street | New York | NY | 10017 | N/A | 501(c)(3) | support for its work in Bedouin high schools and middle schools | $25,000 | |
| The American Jewish Joint Distribution Committee | ||||||||
| 220 East 42nd Street | New York | NY | 10017 | N/A | 501(c)(3) | renewed support for the Inter-Agency Task Force on Israeli Arab Issues | $30,000 | |
| American Supporters of Yedid | ||||||||
| 492c Cedar Lane 335 | Teaneck | NJ | 07666 | N/A | 501(c)(3) | renewed support for a network of Citizens' Rights Centers across the country | $50,000 | |
| American Visionary Art Museum Inc | ||||||||
| 800 Key Highway | Baltimore | MD | 212303940 | N/A | 501(c)(3) | general support | $25,000 | |
| The Associated Jewish Community Federation of Baltimore Inc | ||||||||
| 101 West Mount Royal Avenue | Baltimore | MD | 212015781 | N/A | 501(c)(3) | support for the Centennial Campaign | $500,000 | |
| The Associated Jewish Community Federation of Baltimore Inc | ||||||||
| 101 West Mount Royal Avenue | Baltimore | MD | 212015781 | N/A | 501(c)(3) | support for three Hillel campus programs in the Baltimore metropolitan area (Goucher, Towson and UMBC) | $45,000 | |
| The Associated Jewish Community Federation of Baltimore Inc | ||||||||
| 101 West Mount Royal Avenue | Baltimore | MD | 212015781 | N/A | 501(c)(3) | general support for the 2019 Annual Campaign | $1,300,000 | |
| The Associated Jewish Community Federation of Baltimore Inc | ||||||||
| 101 West Mount Royal Avenue | Baltimore | MD | 212015781 | N/A | 501(c)(3) | support for CHANA and its efforts to address abuse and other forms of interpersonal trauma in the Jewish community | $35,000 | |
| Asylum Access | ||||||||
| 1611 Telegraph Avenue Suite 1111 | Oakland | CA | 94612 | N/A | 501(c)(3) | renewed support to assist refugees in accessing their rights | $40,000 | |
| Bend the Arc A Jewish Partnership for Justice | ||||||||
| 330 Seventh Avenue 19th Floor | New York | NY | 100015010 | N/A | 501(c)(3) | renewed general support to promote collaboration that advances social justice as a core expression of Jewish values | $35,000 | |
| Center for Reproductive Rights | ||||||||
| 199 Water Street 22nd Floor | New York | NY | 10038 | N/A | 501(c)(3) | renewed support for the Global Program | $30,000 | |
| City Neighbors Foundation | ||||||||
| 4301 Raspe Avenue | Baltimore | MD | 212061913 | N/A | 501(c)(3) | support for the promotion of progressive education practices in Baltimore City public schools | $20,000 | |
| Comprehensive Housing Assistance Inc | ||||||||
| 5809 Park Heights Avenue | Baltimore | MD | 21215 | N/A | 501(c)(3) | support for the School-Community Partnerships Program | $25,000 | |
| Creative Alliance | ||||||||
| 3134 Eastern Avenue | Baltimore | MD | 212243963 | N/A | 501(c)(3) | general support | $20,000 | |
| Disability Rights International | ||||||||
| 1666 Connecticut Avenue NW Suite | 325 | Washington | DC | 20009 | N/A | 501(c)(3) | renewed general support to promote the human rights of people with mental disabilities worldwide | $55,000 |
| Encounter Programs Inc | ||||||||
| 25 Broadway Suite 1700 | New York | NY | 100041010 | N/A | 501(c)(3) | renewed general support ($100,000 over two years) and special support to meet the Project Accelerate match ($50,000 over two years) | $75,000 | |
| Environmental Integrity Project | ||||||||
| 1000 Vermont Avenue NW Suite 1100 | Washington | DC | 20005 | N/A | 501(c)(3) | support for the Baltimore Environmental Justice Campaign | $40,000 | |
| Environmental Working Group | ||||||||
| 1436 U Street NW Suite 100 | Washington | DC | 20009 | N/A | 501(c)(3) | support for the Science Program | $65,000 | |
| The Everyman Theatre Inc | ||||||||
| 315 West Fayette Street | Baltimore | MD | 21201 | N/A | 501(c)(3) | general support ($50,000) and support for education programs ($20,000) | $35,000 | |
| Fund for Educational Excellence | ||||||||
| 800 North Charles Street Suite 400 | Baltimore | MD | 21201 | N/A | 501(c)(3) | general support | $50,000 | |
| Fund for Global Human Rights | ||||||||
| 1301 Connecticut Avenue NW Suite | 400 | Washington | DC | 20036 | N/A | 501(c)(3) | renewed general support to make grants to local and regional human rights groups around the world | $125,000 |
| Green & Healthy Homes Initiative Inc | ||||||||
| 2714 Hudson Street | Baltimore | MD | 212244716 | N/A | 501(c)(3) | support for GHHI's national policy agenda | $35,000 | |
| Hazon Inc | ||||||||
| 125 Maiden Lane Suite 8B | New York | NY | 10038 | N/A | 501(c)(3) | renewed general support | $110,000 | |
| The Ingenuity Project | ||||||||
| Baltimore Polytechnic Institute | 1400 West Cold Spring Lane Room 337 | Baltimore | MD | 21209 | N/A | 501(c)(3) | general support | $35,000 |
| Let's Breakthrough Inc | ||||||||
| 4 West 43rd Street Suite 715 | New York | NY | 10036 | N/A | 501(c)(3) | renewed support for its work to promote women's human rights in India | $25,000 | |
| Live Baltimore Home Center | ||||||||
| 343 North Charles Street | Baltimore | MD | 21210 | N/A | 501(c)(3) | support for Way to Stay, an effort to educate families about school options in Baltimore City | $20,000 | |
| Maryland Institute College of Art | ||||||||
| 1300 West Mount Royal Avenue | Baltimore | MD | 212174191 | N/A | 501(c)(3) | support for the Master of Fine Arts in Community Arts program | $40,000 | |
| Maryland League of Conservation Voters Education Fund | ||||||||
| 30 West Street Suite C | Annapolis | MD | 21401 | N/A | 501(c)(3) | support for Chispa Maryland | $30,000 | |
| MEET International Inc | ||||||||
| 177 Huntington Avenue Suite 1703 | Boston | MA | 02115 | N/A | 501(c)(3) | renewed support for programs that bring together Jewish and Arab teens to explore the world of technology and entrepreneurship | $40,000 | |
| National Health Law Program | ||||||||
| 3701 Wilshire Boulevard Suite 750 | Los Angeles | CA | 90010 | N/A | 501(c)(3) | support for efforts to secure and protect equitable access to public health care programs for low-income people | $65,000 | |
| New Israel Fund | ||||||||
| 6 East 39th Street Suite 301 | New York | NY | 10016 | N/A | 501(c)(3) | renewed support for Tevel B'Tzedek: An Israeli Non-Profit Organization for Social and Environmental Justice | $25,000 | |
| New Israel Fund | ||||||||
| 6 East 39th Street Suite 301 | New York | NY | 10016 | N/A | 501(c)(3) | renewed support for the Hotline for Refugees and Migrants | $25,000 | |
| New Israel Fund | ||||||||
| 6 East 39th Street Suite 301 | New York | NY | 10016 | N/A | 501(c)(3) | renewed support for Bizchut, The Israel Human Rights Center for People with Disabilities | $13,000 | |
| New Israel Fund | ||||||||
| 6 East 39th Street Suite 301 | New York | NY | 10016 | N/A | 501(c)(3) | renewed support for the Israel Center for Educational Innovation | $60,000 | |
| New Israel Fund | ||||||||
| 6 East 39th Street Suite 301 | New York | NY | 10016 | N/A | 501(c)(3) | renewed support for the Israel Religious Action Center | $75,000 | |
| New Israel Fund | ||||||||
| 6 East 39th Street Suite 301 | New York | NY | 10016 | N/A | 501(c)(3) | renewed support for AJEEC-NISPED | $100,000 | |
| New Israel Fund | ||||||||
| 6 East 39th Street Suite 301 | New York | NY | 10016 | N/A | 501(c)(3) | renewed support for Hagar: Jewish-Arab Education for Equality | $35,000 | |
| New Israel Fund | ||||||||
| 6 East 39th Street Suite 301 | New York | NY | 10016 | N/A | 501(c)(3) | renewed support for Olim Beyahad: Rising Up Together | $30,000 | |
| New Israel Fund | ||||||||
| 6 East 39th Street Suite 301 | New York | NY | 10016 | N/A | 501(c)(3) | support for the Sapir Academic College | $75,000 | |
| New Israel Fund | ||||||||
| 6 East 39th Street Suite 301 | New York | NY | 10016 | N/A | 501(c)(3) | renewed support for Shatil's activities in the Negev | $75,000 | |
| New Israel Fund | ||||||||
| 6 East 39th Street Suite 301 | New York | NY | 10016 | N/A | 501(c)(3) | renewed support for the Association for Civil Rights in Israel | $25,000 | |
| New Israel Fund | ||||||||
| 6 East 39th Street Suite 301 | New York | NY | 10016 | N/A | 501(c)(3) | renewed support for Bimkom - Planners for Planning Rights | $75,000 | |
| PEF Israel Endowment Funds Inc | ||||||||
| 630 Third Avenue 15th Floor | New York | NY | 10017 | N/A | 501(c)(3) | renewed support for Matan - Investing in the Community for Co-Impact - Partnership for Arab Employment | $50,000 | |
| Palestinian Internship Program | ||||||||
| c/o Yadin Kaufmann 145 West 67th | Street | New York | NY | 10023 | N/A | 501(c)(3) | general support to bring Palestinians from East Jerusalem and the West Bank to intern in Israeli companies | $25,000 |
| The Pro Bono Counseling Project Inc | ||||||||
| 110 West Road Suite 202 | Baltimore | MD | 21204 | N/A | 501(c)(3) | general support | $35,000 | |
| Proteus Fund | ||||||||
| 15 Research Drive Suite B | Amherst | MA | 01002 | N/A | 501(c)(3) | renewed support for the Human Rights Funders Network | $35,000 | |
| Public Justice Center | ||||||||
| 1 North Charles Street Suite 200 | Baltimore | MD | 21201 | N/A | 501(c)(3) | support for the Access to Health and Public Benefits Project | $65,000 | |
| Religious Action Center of Reform Judaism | ||||||||
| 2027 Massachusetts Avenue NW | Washington | DC | 20036 | N/A | 501(c)(3) | renewed general support | $70,000 | |
| Restorative Response Baltimore | ||||||||
| 1500 Union Avenue Suite 2700 | Baltimore | MD | 212111989 | N/A | 501(c)(3) | support to train Baltimore City school staff in restorative practices and to offer the community conferencing model as an intervention | $50,000 | |
| Roberta's House Inc | ||||||||
| 2510 St Paul Street First Floor | Baltimore | MD | 21218 | N/A | 501(c)(3) | general support | $25,000 | |
| Sierra Club Foundation | ||||||||
| 2101 Webster Street Suite 1250 | Oakland | CA | 94612 | N/A | 501(c)(3) | support for the Maryland Clean Energy Campaign | $25,000 | |
| Single Carrot Theatre | ||||||||
| 2600 North Howard Street Suite 1200 | Baltimore | MD | 21218 | N/A | 501(c)(3) | general support | $10,000 | |
| Strategic Education Research Partnership | ||||||||
| 1100 Connecticut Avenue NW Suite | 1310 | Washington | DC | 200364119 | N/A | 501(c)(3) | support for the STARI Baltimore project | $25,000 |
| Tahirih Justice Center | ||||||||
| 6402 Arlington Boulevard Suite 300 | Falls Church | VA | 220422333 | N/A | 501(c)(3) | renewed general support for legal advocacy on behalf of refugee women and girls fleeing gender-based violence in Baltimore, DC, Houston and San Francisco | $50,000 | |
| Teach For America Inc | ||||||||
| Baltimore Office 2601 North Howard | Street Suite 300 | Baltimore | MD | 21218 | N/A | 501(c)(3) | general support | $50,000 |
| WITNESS | ||||||||
| 80 Hanson Place 5th Floor | Brooklyn | NY | 11217 | N/A | 501(c)(3) | renewed general support | $35,000 | |
| Women's Voices For The Earth | ||||||||
| PO Box 8743 | Missoula | MT | 59807 | N/A | 501(c)(3) | general support | $25,000 | |
| World Union for Progressive Judaism Ltd | ||||||||
| 633 Third Avenue | New York | NY | 100176778 | N/A | 501(c)(3) | renewed support for the young leadership development program in the FSU | $110,000 | |
| Yeshivat Maharat | ||||||||
| 3700 Henry Hudson Parkway 2nd Floor | Riverdale | NY | 10463 | N/A | 501(c)(3) | renewed support to educate and train women as Jewish spiritual leaders | $50,000 | |
| Young Audiences of Maryland Inc | ||||||||
| 2600 North Howard Street Suite 1300 | Baltimore | MD | 21218 | N/A | 501(c)(3) | general support for programming in Baltimore City ($80,000 over two years) and support for the Access for All program ($20,000 over two years) | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $4,608,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $411 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,053,836 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $58,028 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11,609,164 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (20 entries)
| DescDesc | BusinessBusinessCd | ExclusionExclusionCd | ExclusionExclusionAmt | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| Boulder Ventures IV | 900000 | 18 | -$156 | |
| CommonFund Intl VI | 900000 | 18 | -$7,630 | $437 |
| CommonFund PE V | 900000 | 18 | -$3,713 | -$10,343 |
| CommonFund PE VII | 900000 | 18 | -$14,917 | $8,170 |
| CommonFund Venture VI | 900000 | 18 | -$2,978 | -$166 |
| CSFB II | 900000 | 18 | ||
| CSFB III | 900000 | 18 | $122 | -$824 |
| CS Strategic IV | 900000 | 18 | $1,299 | $1,176 |
| FLAG Intl | 900000 | 18 | -$4,764 | $4 |
| FLAG Intl II | 900000 | 18 | $21,546 | |
| FLAG PE III | 900000 | 18 | -$10,092 | $6,289 |
| FLAG PE IV | 900000 | 18 | -$22,321 | $17,458 |
| FLAG Venture VI | 900000 | 18 | -$6,844 | -$13 |
| OCM European II | 900000 | 18 | -$2,196 | |
| OCM Mezzanine II | 900000 | 18 | -$173 | |
| BancBoston PEP III | 900000 | 18 | -$278 | |
| Rockefeller Global Equity | 900000 | 18 | -$167,768 | |
| Russell 1000 Growth | 900000 | 18 | -$12,518 | |
| Russell 1000 Value | 900000 | 18 | -$25,714 | |
| Siguler Guff Distrd Fd IV | 900000 | 18 | $8,896 | -$74 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $174,001 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,528,878 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,702,879 | 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 | American Trading & Production | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One South Street 2800 | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,550,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 39,000 shares of BP stock, FMV $1,509,300 | NoncashPropertyDesc |
| Fair Market Value | $1,509,300 | FairMarketValueAmt |
| Received | 2018-02-09 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Atapco Financial Services | CategoryTxt |
| Amt | $128,200 | Amt |
| Net Investment Income | $64,100 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $64,100 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (58 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Russell 1000 Growth | AT COST | $11,591,456 | $10,787,820 |
| Russell 1000 Value | AT COST | $11,760,182 | $10,516,615 |
| Rockefeller Global (45%) | AT COST | $5,181,196 | $5,181,197 |
| Rockefeller Global (55%) | AT COST | $6,332,576 | $6,332,574 |
| Times Square Management (78%) | AT COST | $2,042,410 | $2,163,034 |
| Times Square Management (22%) | AT COST | $576,065 | $610,086 |
| ICM Small Company | AT COST | $3,459,553 | $3,366,661 |
| DFA International Value | AT COST | $4,390,615 | $3,632,958 |
| DFA Emerging Markets Value | AT COST | $2,400,129 | $2,159,062 |
| Pointer Offshore | AT COST | $3,550,000 | $6,329,463 |
| Ironwood International | AT COST | $2,900,000 | $5,528,821 |
| Neuberger Berman Income Plus | AT COST | $2,621,700 | $2,621,702 |
| Boulder Ventures IV | AT COST | $70,119 | $70,119 |
| Commonfund PE V | AT COST | $332,349 | $245,772 |
| Commonfund Venture VI | AT COST | $194,043 | $196,737 |
| Commonfund PE VII | AT COST | $585,999 | $615,359 |
| Commonfund Int'l VI | AT COST | $304,688 | $315,152 |
| Flag International | AT COST | $395,564 | $458,229 |
| Flag International II | AT COST | $892,792 | $983,841 |
| Flag Private Equity III | AT COST | $299,858 | $327,779 |
| Flag Private Equity IV | AT COST | $808,774 | $805,415 |
| Flag Ventures VI | AT COST | $430,958 | $446,613 |
| CS Strategies IV | AT COST | $133,162 | $151,315 |
| CSFB III | AT COST | $76,670 | $96,227 |
| OCM Mezzanine II | AT COST | $42,842 | $42,841 |
| RCP VII Feeder Ltd | AT COST | $320,756 | $1,837,213 |
| Sigular Guff III | AT COST | $355,272 | $352,890 |
| Sigular Guff IV | AT COST | $432,623 | $433,632 |
| Spur Ventures III | AT COST | $859,182 | $1,429,695 |
| OCM European Principles II | AT COST | $35,700 | $35,700 |
| First Eagle Global | AT COST | $5,058,105 | $6,827,946 |
| Cohen and Steers Realty | AT COST | $2,206,113 | $2,154,384 |
| Highline Capital | AT COST | $1,771,267 | $2,447,200 |
| Oaktree RE Ops Fund V | AT COST | $208,672 | $208,672 |
| Aberdeen Emerging Market | AT COST | $3,866,472 | $3,582,086 |
| Legg Mason Global | AT COST | $4,866,580 | $4,357,155 |
| Industry Ventures Secondary Fd VII | AT COST | $918,677 | $918,761 |
| ASF VI LP | AT COST | $353,144 | $657,364 |
| Pzena Emerging Mkt Foc Val Fd | AT COST | $2,939,713 | $2,744,605 |
| Vanguard Fixed Income Fund | AT COST | $3,748,413 | $3,496,011 |
| Spur Ventures IV | AT COST | $943,932 | $1,321,280 |
| Legg Mason BW Absolute Return | AT COST | $1,014,702 | $910,927 |
| TIAA-CREF Social Choice Bond Fund | AT COST | $4,740,164 | $4,670,264 |
| Camden Partners Exelixis Fund | AT COST | $167,001 | $135,910 |
| SJF Ventures IV | AT COST | $276,026 | $260,139 |
| Industry Ventures Sec Fd VIII | AT COST | $519,860 | $486,448 |
| Gatewood Capital Opp Fund | AT COST | $144,690 | $156,248 |
| Spur Ventures V | AT COST | $293,922 | $317,763 |
| BMO Pryford Int' Stock | AT COST | $3,938,903 | $3,572,054 |
| New Mountain Partners V | AT COST | $228,792 | $257,071 |
| SOI 2Y Jub 2.1% Bond | AT COST | $100,000 | $99,866 |
| Lazard GL List Infrastr Inst | AT COST | $3,594,148 | $3,048,139 |
| Southpoint Qualified Offshore Fund | AT COST | $2,500,000 | $2,334,169 |
| Wellington International Quality Growth | AT COST | $5,750,000 | $4,906,138 |
| Coller Intl Partners V | AT COST | $0 | $79,584 |
| Lexington Cap Partners VII | AT COST | $0 | $301,766 |
| AXA Secondary Fund V | AT COST | $0 | $219,546 |
| The Rise FOF | AT COST | $214,894 | $167,762 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| The Shefa Fd-Program-Related Investment | $450,000 | $450,000 | $450,000 |
| Koret Israel Eco Dev-Program-Related | $300,000 | $300,000 | $300,000 |
| HealthCare Without Harm - Greenhealth - PRI | $100,000 | $100,000 | $100,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Tax/Cost basis difference in BP stock sale | Desc |
| Amt | $1,504,241 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank charges | $282 | $0 | $282 |
| Dues & subscriptions | $471 | $0 | $471 |
| Equipment Maintenance | $794 | $0 | $794 |
| Supplies | $1,105 | $0 | $1,105 |
| Telephone | $1,531 | $0 | $1,531 |
| Miscellaneous | $456 | $0 | $456 |
| Equipment | $14,767 | $0 | $14,767 |
| Reimbursement Expense | $5,355 | $0 | $5,355 |
| Postage & Shipping | $2,269 | $0 | $2,269 |
| Software | $968 | $0 | $968 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (38 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Other Income | $1,379 | $1,379 | $1,379 |
| Federal refund | $38,995 | $0 | $38,995 |
| State refund | $17,654 | $0 | $17,654 |
| Boulder Ventures IV | -$156 | -$156 | -$156 |
| CommonFund Intl VI | -$7,193 | -$7,630 | -$7,193 |
| CommonFund PE V | -$14,056 | -$3,713 | -$14,056 |
| CommonFund PE VII | -$6,747 | -$14,917 | -$6,747 |
| CommonFund Venture VI | -$3,144 | -$2,978 | -$3,144 |
| CSFB III | -$702 | $122 | -$702 |
| CS Strategic IV | $2,475 | $1,299 | $2,475 |
| FLAG Intl | -$4,760 | -$4,764 | -$4,760 |
| FLAG Intl II | $21,546 | $21,546 | $21,546 |
| FLAG PE III | -$3,803 | -$10,092 | -$3,803 |
| FLAG PE IV | -$4,863 | -$22,321 | -$4,863 |
| FLAG Venture VI | -$6,857 | -$6,844 | -$6,857 |
| OCM European II | -$2,196 | -$2,196 | -$2,196 |
| OCM Mezzanine II | -$173 | -$173 | -$173 |
| BancBoston PEP III | -$278 | -$278 | -$278 |
| Rockefeller Global Equity | -$167,768 | -$167,768 | -$167,768 |
| Russell 1000 Growth | -$12,518 | -$12,518 | -$12,518 |
| Russell 1000 Value | -$25,714 | -$25,714 | -$25,714 |
| Siguler Guff Distrd Fd IV | $8,822 | $8,896 | $8,822 |
| Spur Ventures III | $14,121 | $14,153 | $14,121 |
| Neuberger Berman Inc Fd | $74,506 | -$59,012 | $74,506 |
| Siguler Guff Distrd III | -$10,672 | -$10,702 | -$10,672 |
| Discovery Equity Partners | -$3,001 | -$3,001 | -$3,001 |
| Oaktree RE Ops Fd V | $32,963 | $7,036 | $32,963 |
| Apollo Global Mgmt LLC | -$1 | $0 | -$1 |
| Spur Ventures IV | -$26,823 | -$26,823 | -$26,823 |
| Camden Partners Exelixis Fund | -$9,985 | -$7,585 | -$9,985 |
| Gatewood Capital Opp Fund | -$11,304 | -$11,304 | -$11,304 |
| Industry Venture VIII | -$23,005 | -$24,256 | -$23,005 |
| Industry Venture VII | $6,008 | $5,964 | $6,008 |
| SJF Ventures IV | -$23,270 | -$19,207 | -$23,270 |
| Spur Ventures V | -$21,723 | -$21,723 | -$21,723 |
| Book to Tax Adjustment | -$3,734,803 | -$3,734,803 | |
| New Mountain V | -$16,974 | -$16,974 | -$16,974 |
| The Rise Fund | -$36,512 | -$34,125 | -$36,512 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Tax/Cost basis difference on Banc Boston PEP III liquidation | $76,550 |
| Tax/Cost basis difference on Discovery disposition | $56,275 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CSB Partners Fund IV | $2,974 | $2,974 | $0 |
| Pavilion Advisory Group | $100,248 | $100,248 | $0 |
| Time Square Management | $34,822 | $34,822 | $0 |
| Russell Funds | $17,015 | $17,015 | $0 |
| Misc Investment Expense | $1,625 | $1,625 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Tax | $99,456 | $99,456 | $0 |
| Federal/State Taxes Withheld on NII | $2,940 | $2,940 | $0 |
| Excise tax | $260,000 | $0 | $0 |
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