THE MORTON K AND JANE BLAUSTEIN FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE MORTON K AND JANE BLAUSTEIN FOUNDATION INC (EIN 52-1607300)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-14
- IRS object ID
- 201433189349100838
- Schema version
- 2013v3.1
- 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
- Contractor Compensation Expln
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-14T09:06:39-08:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ATAPCO FINANCIAL SERVICES INC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One South Street Ste 2950 | AddressLine1 |
| City | Baltimore | City |
| State | MD | State |
| ZIP Code | 212023298 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521607300 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Morton K and Jane Blaustein | BusinessNameLine1 |
| Business Name Line2 | Foundation Inc | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MORT | BusinessNameControlTxt |
| Phone | 4103477201 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | AFS One South Street | AddressLine1 |
| City | Baltimore | City |
| State | MD | State |
| ZIP Code | 21202 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Anne A Patterson | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2014-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Sandra L Glock | PreparerPersonNm |
| PTIN | P00251373 | PTIN |
| Phone | 4103477120 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $60,332,048 | 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 | $250,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $407 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $407 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $930,285 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $930,285 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,168,876 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,668,683 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,168,876 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,706,036 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$782,392 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,055,604 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,317,176 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $155,065 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $155,065 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $59,238 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $59,238 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $72,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $21,600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $50,400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $106,610 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $106,610 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $102,129 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,129 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $22,052 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $22,052 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,451 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,451 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,622 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $9,622 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $532,167 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $130,339 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $301,828 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,812,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,812,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,345,117 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $130,339 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,114,778 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,710,487 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,186,837 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $69,441 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $3,147,706 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,397,338 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,397,338 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $1,374,766 | AcctRcvblBOYAmt |
| Other Investments BOY | $44,742,855 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $49,647,917 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $57,934,710 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $49,334,768 | TotalAssetsBOYAmt |
| Total Assets EOY | $52,045,255 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $60,332,048 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $49,334,768 | CapitalStockBOYAmt |
| Capital Stock EOY | $52,045,255 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $49,334,768 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $52,045,255 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $49,334,768 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $52,045,255 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $49,334,768 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,710,487 | ExcessRevenueOverExpensesAmt |
| Subtotal | $52,045,255 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $52,045,255 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,168,876 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $161,808 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,095,688 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $51,310,364 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.06033 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,413,764 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $52,317,204 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.06525 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,741,945 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $48,506,491 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05653 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,093,841 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $42,431,523 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.07291 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,103,348 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $56,103,478 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.07314 | DistributionYr5Rt |
| Total Distribution | 0.32816 | TotalDistributionRt |
| Average Distribution | 0.06563 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $55,298,798 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,629,426 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $31,868 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,661,294 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,114,778 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $63,737 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $63,737 | SubtotalAmt |
| Tax Based On Investment Income | $63,737 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $60,986 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $35,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $95,986 | TotalPaymentsAndCreditsAmt |
| Overpayment | $32,249 | OverpaymentAmt |
| Applied To ES Tax | $32,249 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.blaufund.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sandra L Glock CPA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4103477114 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | AFS One South Street Ste 2950 | AddressLine1 |
| City | Baltimore | City |
| State | MD | State |
| ZIP Code | 212023298 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (true) | ForeignAccountsQuestionInd |
| Foreign Country | CJ | ForeignCountryCd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | See Attached Schedule | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One South Street Ste 2950 | AddressLine1 |
| City | Baltimore | City |
| State | MD | State |
| ZIP Code | 212023298 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | See attached | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Tanya Herbick | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One South Street Suite 2900 | AddressLine1 |
| City | Baltimore | City |
| State | MD | State |
| ZIP Code | 21202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Prog. Officer | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 37.50 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $103,185 | CompensationAmt |
| Employee Benefits | $35,735 | EmployeeBenefitsAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Atapco Financial Services Inc | |||||
| One South Street Suite 2950 | Baltimore | MD | 21202 | Acct, Tax & Invest. | $72,000 |
| Neuberger Berman Income Plus Fd LP via K-1 | |||||
| 605 Third Avenue 2nd Floor | New York | NY | 10158 | Investment Managemt | $50,392 |
| Pavilion Advisory Group | |||||
| 500 West Madison St 2740 | Chicago | IL | 60661 | Investment Managemt | $50,614 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $52,237,169 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,903,743 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $56,140,912 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $56,140,912 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $842,114 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $55,298,798 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,764,940 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,764,940 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $63,737 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $63,737 | TotalTaxAmt |
| Distributable Before Adj | $2,701,203 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,701,203 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,701,203 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,114,778 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $3,114,778 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $3,114,778 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,701,203 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,315,918 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $988,361 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $365,259 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $809,050 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $590,158 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,068,746 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,114,778 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,701,203 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $413,575 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,482,321 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,315,918 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,166,403 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $988,361 | ExcessFromYear4Amt |
| Excess From Year3 | $365,259 | ExcessFromYear3Amt |
| Excess From Year2 | $809,050 | ExcessFromYear2Amt |
| Excess From Year1 | $590,158 | ExcessFromYear1Amt |
| Excess From Current Year | $413,575 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Mary Jane Blaustein President | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BPG One South Street Ste 2900 | AddressLine1 |
| City | Baltimore | City |
| State | MD | State |
| ZIP Code | 212023334 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4103477201 | RecipientPhoneNum |
| Form And Info And Materials | Letter | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | This organization does not make gifts or grants to individuals. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | See | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | attached | AddressLine1 |
| City | statement | City |
| State | MD | State |
| ZIP Code | 21202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | 501c3 | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | Unrestricted Gift | GrantOrContributionPurposeTxt |
| Amt | $2,812,950 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,812,950 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | See | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | attached | AddressLine1 |
| City | statement | City |
| State | MD | State |
| ZIP Code | 21202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | 501c3 | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | Unrestricted Gift | GrantOrContributionPurposeTxt |
| Amt | $806,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $806,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $407 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $930,285 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,168,876 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (16 entries)
| DescDesc | BusinessBusinessCd | ExclusionExclusionCd | ExclusionExclusionAmt | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| Advisory Research | 900000 | 18 | $142,256 | |
| BGI Equity | 900000 | 18 | -$901 | |
| Commonfund Intl Vent VI | 900000 | 18 | $28,735 | $23 |
| Commonfund PEP V | 900000 | 18 | -$57,086 | $1,009 |
| Commonfund PEP VII | 900000 | 18 | $6,242 | -$99 |
| Commonfund Venture Pt VI | 900000 | 18 | -$152,401 | -$188 |
| Commonfund Venture VIII | 900000 | 18 | $4,457 | -$80 |
| Flag International | 900000 | 18 | $50,707 | |
| Flag Intl Partners II | 900000 | 18 | $61,953 | |
| Flag Priv Eq III | 900000 | 18 | $71,827 | -$1,439 |
| Flag Priv Eq IV | 900000 | 18 | $54,065 | -$5,589 |
| Flag Venture VI | 900000 | 18 | $250,633 | $763 |
| Neuberger Berman | 900000 | 18 | $820,592 | $279,424 |
| Oaktree Real Estate Fd V | 900000 | 18 | $138,512 | $11,778 |
| Sigular Guff | 900000 | 18 | $7,217 | $209 |
| Spur Ventures III | 900000 | 18 | -$6,583 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $285,811 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,519,793 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,805,604 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lord Baltimore Capital Corp | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6225 Smith Avenue Suite B-100 | AddressLine1 |
| City | Baltimore | City |
| State | MD | State |
| ZIP Code | 212093623 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $250,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Atapco Financial Services | CategoryTxt |
| Amt | $72,000 | Amt |
| Net Investment Income | $21,600 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $50,400 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (3 entries)
| Atapco Financial Services Inc |
| Neuberger Berman Income Plus Fd LP via K-1 |
| Pavilion Advisory Group |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Bank charges | $226 | $226 |
| Dues & Subscriptions | $39 | $39 |
| Equipment & Equipment Maintenance | $4,754 | $4,754 |
| Miscellaneous | $18 | $18 |
| Office Renovations | $2,849 | $2,849 |
| Supplies | $489 | $489 |
| Telephone | $1,122 | $1,122 |
| Web Site Support | $125 | $125 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (16 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Advisory Research | $142,256 | -$26,203 |
| BGI Equity | -$901 | -$901 |
| Commonfund Intl Vent VI | $28,758 | -$16,064 |
| Commonfund PEP V | -$56,077 | -$6,731 |
| Commonfund PEP VII | $6,143 | -$10,932 |
| Commonfund Venture Pt VI | -$152,589 | -$7,598 |
| Commonfund Venture VIII | $4,377 | -$13,963 |
| Flag International | $50,707 | -$22,222 |
| Flag Intl Partners II | $61,953 | -$22,379 |
| Flag Priv Eq III | $70,388 | -$15,510 |
| Flag Priv Eq IV | $48,476 | -$15,895 |
| Flag Venture VI | $251,396 | -$25,600 |
| Neuberger Berman | $1,100,016 | -$511,678 |
| Oaktree Real Estate Fd V | $150,290 | -$68,433 |
| Sigular Guff | $7,426 | $9,416 |
| Spur Ventures III | -$6,583 | -$27,699 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Advisory Research | $2,500 | $2,500 | $0 | $0 |
| BGI EQ | $31,250 | $31,250 | $0 | $0 |
| Coller International | $3,586 | $3,586 | $0 | $0 |
| JP Morgan RB | $18,660 | $18,660 | $0 | $0 |
| Pavilion Advisory | $50,614 | $50,614 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Excise tax CY payment | $60,000 | |
| Excise tax PY payments | $40,000 | |
| Foreign Tax | $2,125 | $2,125 |
| State Taxes Withheld | $4 | $4 |
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