Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
David&Barbara B Hirschhorn
Foundation Inc
Number and street (or P.O. box number if mail is not delivered to street address)c/o AFS One South St No 2950
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Baltimore, MD212023298
A Employer identification number

52-1489400
B Telephone number (see instructions)

(410) 347-7114
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$44,699,060
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 4,795,761
2 Check bullet.............
3 Interest on savings and temporary cash investments 602 602  
4 Dividends and interest from securities... 787,588 787,588  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,094,061
b Gross sales price for all assets on line 6a 15,039,927
7 Capital gain net income (from Part IV, line 2)... 4,094,061
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 210,998 5,385  
12 Total. Add lines 1 through 11........ 9,889,010 4,887,636  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 103,276 0   103,276
15 Pension plans, employee benefits....... 23,088 0   23,088
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 70,000 28,000   42,000
c Other professional fees (attach schedule).... 44,637 44,637   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 135,402 52,832   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 16,835 0   16,835
21 Travel, conferences, and meetings....... 538 0   538
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 4,459 0   4,459
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 398,235 125,469   190,196
25 Contributions, gifts, grants paid....... 1,925,650 1,925,650
26 Total expenses and disbursements. Add lines 24 and 25 2,323,885 125,469   2,115,846
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 7,565,125
b Net investment income (if negative, enter -0-) 4,762,167
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 510,845 1,143,672 1,143,672
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 33,066,221 Click to see attachment39,750,027 43,552,146
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment0 Click to see attachment3,242 Click to see attachment3,242
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 33,577,066 40,896,941 44,699,060
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 33,577,066 33,577,066
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 0 7,319,875
30 Total net assets or fund balances (see instructions)..... 33,577,066 40,896,941
31 Total liabilities and net assets/fund balances (see instructions). 33,577,066 40,896,941
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
33,577,066
2
Enter amount from Part I, line 27a .....................
2
7,565,125
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,713
4
Add lines 1, 2, and 3 ..........................
4
41,143,904
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
246,963
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
40,896,941
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a Axiom Asia II P 2017-01-01 2018-12-31
b Axiom Asia IV P 2017-01-01 2018-12-31
c BP PLC   2018-04-25 2018-04-26
d Capital Group Int'l Eqty Fund   2017-12-28 2018-03-30
e DFA Emerging Mkts Value   2017-12-15 2018-06-05
Discovery Eqty Partners   2010-08-02 2018-10-31
Dodge & Cox Int'l Stock   2017-12-21 2018-05-29
Golub P 2017-01-01 2018-12-31
Harrison Street V P 2017-01-01 2018-12-31
Invesco FTSE RAFI US 1500   2018-09-07 2018-10-17
Ishares MSCI EAFE Index   2017-05-30 2018-05-29
Ishares MSCI EAFE Index   2017-05-30 2018-09-18
Madison VI P 2017-01-01 2018-12-31
Mesirow P 2017-01-01 2018-12-31
Ocean Avenue III P 2017-01-01 2018-12-31
Oaktree Emerging Mrkts Absolute P 2015-07-01 2018-09-30
PEP V P 2017-01-01 2018-12-31
Perennial P 2017-01-01 2018-12-31
Pimco All Asset   2016-03-16 2018-05-31
Pimco Low Duration   2018-05-01 2018-05-30
Prime Finance II P 2017-01-01 2018-12-31
Prime Finance II - Loss on Disposition P 2017-01-01 2018-12-31
Prime IV P 2017-01-01 2018-12-31
Renaissance Insitutional Equities P 2017-01-01 2018-12-31
SOI 10th Jubilee P 2016-04-08 2018-04-02
Taconic CRE Dislocation P 2017-01-01 2018-12-31
Vanguard Index FDS   2012-12-20 2018-05-29
Vanguard Index FDS   2012-12-20 2018-06-22
Vanguard Scottsdale Fds   2018-09-19 2018-11-21
VIA VII-VA P 2017-01-01 2018-12-31
Vulcan Value Part Sm Cap   2017-12-22 2018-10-17
Vulcan Value Part Sm Cap   2017-12-22 2018-09-07
W Capital Partners III P 2017-01-01 2018-12-31
RCP FD V - Distribution in Excess of Basis P 2017-01-01 2018-12-31
Lexington VII - Distribution in Excess of Basis P 2017-01-01 2018-12-31
RCP FD VI - Distribution in Excess of Basis P 2017-01-01 2018-12-31
Capital Gains Dividends P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 65,170     65,170
b 1,929     1,929
c 252,890   733 252,157
d 2,283,203   1,640,725 642,478
e 778,508   880,304 -101,796
719,041     719,041
750,000   616,438 133,562
603,748     603,748
3,105     3,105
548,764   599,836 -51,072
500,035   483,143 16,892
2,477,976   2,437,647 40,329
12,810     12,810
119,095     119,095
31,230     31,230
421,181   409,968 11,213
    17,835 -17,835
5,645     5,645
422,959   484,815 -61,856
1,029,029   1,037,327 -8,298
1,593     1,593
    1,713 -1,713
34     34
6,787     6,787
25,000   25,000 0
33,688     33,688
1,500,249   796,617 703,632
500,382   257,363 243,019
150,000   149,774 226
37,110     37,110
570,704   554,572 16,132
600,000   552,056 47,944
40,519     40,519
55,212     55,212
91,125     91,125
168,445     168,445
232,761     232,761
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       65,170
b       1,929
c       252,157
d       642,478
e       -101,796
      719,041
      133,562
      603,748
      3,105
      -51,072
      16,892
      40,329
      12,810
      119,095
      31,230
      11,213
      -17,835
      5,645
      -61,856
      -8,298
      1,593
      -1,713
      34
      6,787
      0
      33,688
      703,632
      243,019
      226
      37,110
      16,132
      47,944
      40,519
      55,212
      91,125
      168,445
      232,761
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 4,094,061
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 1,998,509 41,055,069 0.048679
2016 2,109,398 38,262,783 0.055129
2015 2,706,982 40,472,293 0.066885
2014 2,394,605 41,496,522 0.057706
2013 2,355,564 39,558,490 0.059546
2
Total of line 1, column (d) .....................
2
0.287945
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.057589
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
44,266,400
5
Multiply line 4 by line 3......................
5
2,549,258
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
47,622
7
Add lines 5 and 6........................
7
2,596,880
8
Enter qualifying distributions from Part XII, line 4,.............
8
2,115,846
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 95,243
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 95,243
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 95,243
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 66,515
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 20,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 86,515
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 336
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 9,064
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMD
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletwww.blaufund.org
    14
    The books are in care ofbulletJennifer L Bove CPA Telephone no.bullet (410) 347-7205

    Located atbulletc/o AFS One South St 2950BaltimoreMD ZIP+4bullet21202
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    DANIEL B HIRSCHHORN TRUSTEE AND PRESIDENT
    0.00
    0 0 0
    ONE SOUTH STREET STE 2950
    BALTIMORE,MD21202
    MICHAEL J HIRSCHHORN TRUSTEE AND VICE PRESIDENT
    0.00
    0 0 0
    ONE SOUTH STREET STE 2950
    BALTIMORE,MD21202
    DEBORAH H VOGELSTEIN TRUSTEE AND VICE PRESIDENT
    0.00
    0 0 0
    ONE SOUTH STREET STE 2950
    BALTIMORE,MD21202
    SARAH H SHAPIRO TRUSTEE AND VICE PRESIDENT
    0.00
    0 0 0
    ONE SOUTH STREET STE 2950
    BALTIMORE,MD21202
    Betsy F Ringel SECRETARY
    0.00
    0 0 0
    ONE SOUTH STREET STE 2950
    BALTIMORE,MD21202
    ANNE A PATTERSON ASSISTANT SECRETARY
    0.00
    0 0 0
    ONE SOUTH STREET STE 2950
    BALTIMORE,MD21202
    Jill R Robinson ASSISTANT SECRETARY
    0.00
    0 0 0
    ONE SOUTH STREET STE 2950
    BALTIMORE,MD21202
    Stephen J Bass Treasurer
    0.00
    0 0 0
    ONE SOUTH STREET STE 2950
    BALTIMORE,MD21202
    Anne L Shelton ASSISTANT TREASURER
    0.00
    0 0 0
    ONE SOUTH STREET STE 2950
    BALTIMORE,MD21202
    SANDRA L GLOCK ASSISTANT TREASURER
    0.00
    0 0 0
    ONE SOUTH STREET STE 2950
    BALTIMORE,MD21202
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    Atapco Financial Services Acct, Tax & Invest 70,000
    One South Street Ste 2950
    Baltimore,MD21202
    Greycourt Investment Managemt 45,687
    607 College Avenue
    Pittsburgh,PA15232
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    42,740,080
    b
    Average of monthly cash balances.......................
    1b
    2,200,428
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    44,940,508
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    44,940,508
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    674,108
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    44,266,400
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,213,320
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    2,213,320
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    95,243
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    95,243
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,118,077
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,118,077
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    2,118,077
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    2,115,846
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    2,115,846
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    2,115,846
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2017
    (c)
    2017
    (d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 2,118,077
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 401,702
    b From 2014...... 355,328
    c From 2015...... 700,927
    d From 2016...... 206,974
    e From 2017......  
    fTotal of lines 3a through e........ 1,664,931
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 2,115,846
    a Applied to 2017, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2018 distributable amount..... 2,115,846
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 2,231 2,231
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,662,700
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...
    399,471
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
    1,263,229
    10 Analysis of line 9:
    a Excess from 2014.... 355,328
    b Excess from 2015.... 700,927
    c Excess from 2016.... 206,974
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    Daniel B Hirschhorn co Ms Betsy Rin
    BPG One South St Suite 2900
    Baltimore,MD21202
    (410) 347-7201
    bThe form in which applications should be submitted and information and materials they should include:
    Letter
    cAny submission deadlines:
    None
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    This organization does not make gifts or grants to individuals.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    Abilities Network
    8503 LaSalle Road
    Towson,MD212865926
    N/A 501(c)(3) support for the Senior Move Management Program and support for the Clutter Management/Hoarding Program 25,000
    ACHARAI The Shoshana S Cardin Jewish Leadership Institute
    5806 Park Heights Avenue
    Baltimore,MD21215
    N/A 501(c)(3) general support to match funding from Debs and Joe Weinberg 32,500
    Ahavas Yisrael Charity Fund
    115 Sudbrook Lane Suite E
    Baltimore,MD21208
    N/A 501(c)(3) general support 5,000
    American Friends of Meir Panim Inc
    5316 New Utecht Avenue
    Brooklyn,NY11219
    N/A 501(c)(3) general support 20,000
    The American Jewish Committee
    The Jacob Blaustein Building 165
    East 56 Street
    New York,NY100222746
    N/A 501(c)(3) general support for Project Interchange 60,000
    American Jewish World Service
    45 West 36th Street 10th Floor
    New York,NY100187904
    N/A 501(c)(3) general support 45,000
    American Supporters of Yedid
    492c Cedar Lane 335
    Teaneck,NJ07666
    N/A 501(c)(3) general support 5,000
    American Visionary Art Museum Inc
    800 Key Highway
    Baltimore,MD212303940
    N/A 501(c)(3) general support 25,000
    The Arc of Baltimore
    7215 York Road
    Baltimore,MD212124499
    N/A 501(c)(3) support for the Bay Buddies summer camp program 7,500
    Art with a Heart Inc
    Mill No 1 3000 Falls Road
    Baltimore,MD21211
    N/A 501(c)(3) general support 40,000
    The Associated Jewish Community Federation of Baltimore Inc
    101 West Mount Royal Avenue
    Baltimore,MD212015781
    N/A 501(c)(3) support for the four Hillel campus programs in the Baltimore metropolitan area 10,000
    Baltimore Bar Foundation Inc
    111 North Calvert Street Suite 631
    Baltimore,MD21202
    N/A 501(c)(3) support for the Senior Legal Services program 10,000
    Baltimore Community Foundation Inc
    2 East Read Street 9th Floor
    Baltimore,MD212022470
    N/A 501(c)(3) support for the travel project in partnership with Oranim International School 4,000
    The Baltimore Symphony Orchestra
    1212 Cathedral Street
    Baltimore,MD212015545
    N/A 501(c)(3) support for the OrchKids 2019 summer program 10,000
    BellXcel
    1500 Union Avenue Suite 1000
    Baltimore,MD21211
    N/A 501(c)(3) support for the 2018 Summer Program 10,000
    Benefits Data Trust
    Centre Square West 1500 Market
    Street Suite 2800
    Philadelphia,PA19102
    N/A 501(c)(3) support for the ""MD Benefits Center"" project 15,000
    Beth Tfiloh Congregation
    3300 Old Court Road
    Baltimore,MD21208
    N/A 501(c)(3) general support through sponsorship of Spotlight 2019 15,000
    Beth Tfiloh Congregation
    3300 Old Court Road
    Baltimore,MD21208
    N/A 501(c)(3) general support through sponsorship of Spotlight 2018, honoring Debbie and Kenny Vogelstein 32,000
    Bowery Residents' Committee Inc
    131West 25th Street 12th Floor
    New York,NY10001
    N/A 501(c)(3) general support 12,500
    Business & Human Rights Resource Centre
    120 Wall Street 16th Floor
    New York,NY100054027
    N/A 501(c)(3) general support 10,000
    CASA of Baltimore County Inc
    305 West Chesapeake Avenue Suite
    117
    Towson,MD212044435
    N/A 501(c)(3) general support 7,500
    Center for Urban Families Inc
    2201 North Monroe Street
    Baltimore,MD21217
    N/A 501(c)(3) general support 15,000
    Central Europe Center for Research and Documentation
    1141 Loxford Terrace
    Silver Spring,MD20901
    N/A 501(c)(3) general support 5,000
    Chabad-Lubavitch of Maryland Inc
    6701 Old Pimlico Road
    Baltimore,MD21209
    N/A 501(c)(3) general support 9,000
    Chai Lifeline Inc
    151 West 30th Street Floor 3
    New York,NY100014007
    N/A 501(c)(3) support for the Mid-Atlantic regional office 20,000
    Chai Lifeline Inc
    151 West 30th Street Floor 3
    New York,NY100014007
    N/A 501(c)(3) support for Camp Simcha 10,000
    Chizuk Amuno Congregation
    8100 Stevenson Road
    Baltimore,MD21208
    N/A 501(c)(3) support for the scholarship endowment fund and support for current scholarship needs while the endowment grows at Krieger Schechter Day School 42,000
    Chizuk Amuno Congregation
    8100 Stevenson Road
    Baltimore,MD21208
    N/A 501(c)(3) support for the Community Partnership Programs Initiative at Krieger Schechter Day School 10,000
    The Circus Barn Incorporated
    1 Circus Road
    Greensboro,VT05841
    N/A 501(c)(3) general support 5,000
    City Neighbors Foundation
    4301 Raspe Avenue
    Baltimore,MD212061913
    N/A 501(c)(3) support for the Malone Memorial Playground and Community Park 5,000
    Civic Works Inc
    2701 Saint Lo Drive
    Baltimore,MD21213
    N/A 501(c)(3) support for the Baltimore Conservation Leadership Corps 15,000
    COLAB Theater Group
    PO Box 727
    New York,NY101080727
    N/A 501(c)(3) general support 2,500
    Committee for Accuracy in Middle East Reporting in America
    PO Box 35040
    Boston,MA02135
    N/A 501(c)(3) general support 5,000
    Community Law Center Inc
    3355 Keswick Road Suite 200
    Baltimore,MD212112601
    N/A 501(c)(3) general support 7,500
    Congregation Ahavas Sholom
    145 Broadway
    Newark,NJ071043840
    N/A 501(c)(3) annual support 2,500
    Congregation B'nai Jeshurun
    270 West 89th Street
    New York,NY10024
    N/A 501(c)(3) general support through sponsorship of the BJ Sanctuary Centennial Gala 5,000
    Connecticut College
    270 Mohegan Avenue
    New London,CT063204196
    N/A 501(c)(3) support for the 2018-2019 Annual Fund 25,000
    Digital Harbor Foundation
    1045 Light Street
    Baltimore,MD21230
    N/A 501(c)(3) support for the STEM Summer Maker Camp 12,500
    Dyslexia Tutoring Program Inc
    The Rotunda Suite 310 711 West 40th
    Street
    Baltimore,MD212112109
    N/A 501(c)(3) support for the summer camp program 15,000
    EDGE Funders Alliance
    Box 559 60 29th Street
    San Francisco,CA94110
    N/A 501(c)(3) general support 2,500
    Elijah Cummings Youth Program in Israel Inc
    5750 Park Heights Avenue
    Baltimore,MD21215
    N/A 501(c)(3) general support 25,000
    EMpower-The Emerging Markets Foundation
    111 John Street Suite 2410
    New York,NY10038
    N/A 501(c)(3) general support 15,000
    Encounter Programs Inc
    25 Broadway Suite 1700
    New York,NY100041010
    N/A 501(c)(3) general support 7,500
    Enoch Pratt Free Library of Baltimore City
    400 Cathedral Street
    Baltimore,MD212014484
    N/A 501(c)(3) support for child and teen literacy initiatives 25,000
    Farm & Wilderness Foundation Inc
    263 Farm Wilderness Road
    Plymouth,VT05056
    N/A 501(c)(3) support for the scholarship endowment funds and direct scholarships 33,000
    Food Allergy Research & Education
    7925 Jones Branch Drive Suite 1100
    McLean,VA22102
    N/A 501(c)(3) general support 2,500
    Foundation for Baltimore County Public Library
    320 York Road
    Towson,MD212045179
    N/A 501(c)(3) general support 2,500
    Fund for Educational Excellence
    800 North Charles Street Suite 400
    Baltimore,MD21201
    N/A 501(c)(3) support for CHARM and its Young Writers and Artists Workshops 10,000
    Fund for Global Human Rights
    1301 Connecticut Avenue NW Suite
    400
    Washington,DC20036
    N/A 501(c)(3) general support 5,000
    Global Camps Africa
    11911 Freedom Drive 850
    Reston,VA20190
    N/A 501(c)(3) support for residential camp programs in Africa for children affected by HIV/AIDS 8,500
    Global Greengrants Fund
    2840 Wilderness Place Suite A
    Boulder,CO803015414
    N/A 501(c)(3) general support 5,000
    Goucher College
    1021 Dulaney Valley Road
    Baltimore,MD212042794
    N/A 501(c)(3) support for the Goucher Prison Education Partnership 5,000
    Halachic Organ Donor Society
    PO Box 693
    New York,NY101080693
    N/A 501(c)(3) general support 10,000
    The Hearing and Speech Agency of Metro Baltimore Inc
    Harry Jeanette Weinberg Building
    5900 Metro Drive
    Baltimore,MD21215
    N/A 501(c)(3) support for the Charitable Care Fund 20,000
    Helping Up Mission
    1029 East Baltimore Street
    Baltimore,MD212024705
    N/A 501(c)(3) general support 15,000
    Hide and Seek Foundation
    6475 East Pacific Coast Highway
    Suite 466
    Long Beach,CA90803
    N/A 501(c)(3) support for the SOAR/NPC Collaborative 5,000
    Higher Achievement Program
    1500 Union Avenue Suite 2600
    Baltimore,MD21211
    N/A 501(c)(3) support for the Summer Academy 17,500
    Homeless Persons Representation Project
    201 North Charles Street Suite 1104
    Baltimore,MD21201
    N/A 501(c)(3) support for the Homeless Youth Initiative 12,500
    Honest Reporting
    165 East 56th Street 2nd Floor
    New York,NY100222709
    N/A 501(c)(3) general support 5,000
    HopeWell Cancer Support
    PO Box 755
    Brooklandville,MD21022
    N/A 501(c)(3) general support 25,000
    Horizon Day Camp
    8 Market Place Suite 331
    Baltimore,MD21202
    N/A 501(c)(3) general support 10,000
    Institute for Islamic Christian and Jewish Studies Inc
    956 Dulaney Valley Road
    Baltimore,MD212042633
    N/A 501(c)(3) support for the annual fund 7,500
    Institute for Islamic Christian and Jewish Studies Inc
    956 Dulaney Valley Road
    Baltimore,MD212042633
    N/A 501(c)(3) support for the community outreach and education endowment and support for the ""Imagining Justice in Baltimore"" initiative 80,000
    Interfaith Youth Core
    141 West Jackson Boulevard Suite
    3200
    Chicago,IL60604
    N/A 501(c)(3) general support 25,000
    Israel Guide Dog Center for the Blind
    968 Easton Road Suite H
    Warrington,PA18976
    N/A 501(c)(3) general support 10,000
    Itineris Foundation
    2050-A Rockrose Avenue
    Baltimore,MD21211
    N/A 501(c)(3) general support 5,000
    Itineris Foundation
    2050-A Rockrose Avenue
    Baltimore,MD21211
    N/A 501(c)(3) capital support for the purchase and renovation of the current facility 34,000
    JBI International Inc
    110 East 30th Street
    New York,NY200267375
    N/A 501(c)(3) general support 2,500
    Jewish Community Center of Baltimore Inc
    3506 Gwynnbrook Avenue
    Owings Mills,MD21117
    N/A 501(c)(3) general support 20,000
    Jewish Community Center of Baltimore Inc
    3506 Gwynnbrook Avenue
    Owings Mills,MD21117
    N/A 501(c)(3) support for HaZamir Baltimore for the 2019 season 5,000
    Jewish Community Foundation of MetroWest New Jersey
    901 Route 10
    Whippany,NJ079811156
    N/A 501(c)(3) supplementary support for the Amelia and Ephraim Hirschhorn Senior Adult Jewish Education Program 5,000
    Jewish Teen Advancement Program Inc
    6305 Red Cedar Place
    Baltimore,MD212093829
    N/A 501(c)(3) general support 4,000
    Job Opportunities Task Force Inc
    201 North Charles Street Suite 2404
    Baltimore,MD212014110
    N/A 501(c)(3) general support 15,000
    Junior Achievement of Central Maryland Inc
    10711 Red Run Boulevard Suite 110
    Owings Mills,MD21117
    N/A 501(c)(3) support for summer programming for Baltimore City students 4,000
    The Lambi Fund of Haiti
    1050 Connecticut Avenue NW 10th
    Floor
    Washington,DC20036
    N/A 501(c)(3) general support 5,000
    Legal Aid Bureau Inc
    500 East Lexington Street
    Baltimore,MD21202
    N/A 501(c)(3) support for the Lawyer in the Library program in Baltimore County 7,500
    Legal Aid Bureau Inc
    500 East Lexington Street
    Baltimore,MD21202
    N/A 501(c)(3) support for the Long Term Care Assistance Project 25,000
    Let's Breakthrough Inc
    4 West 43rd Street Suite 715
    New York,NY10036
    N/A 501(c)(3) general support 15,000
    LifeBridge Health
    2401 West Belvedere Avenue
    Baltimore,MD212155271
    N/A 501(c)(3) general support through sponsorship of the Race for Our Kids 2,500
    Literacy Assistance Center Inc
    85 Broad Street 27th Floor
    New York,NY10004
    N/A 501(c)(3) general support 35,000
    The Literacy Lab
    1003 K Street NW Suite 500
    Washington,DC200014446
    N/A 501(c)(3) general support for programming in Baltimore City 20,000
    Maryland Book Bank
    PO Box 41551
    Baltimore,MD21203
    N/A 501(c)(3) general support 15,000
    Maryland Family Network Inc
    1001 Eastern Avenue 2nd Floor
    Baltimore,MD212024325
    N/A 501(c)(3) general support 10,000
    Maryland Food Bank Inc
    2200 Halethorpe Farms Road
    Baltimore,MD21227
    N/A 501(c)(3) general support 25,000
    The Maryland School for the Blind
    3501 Taylor Avenue
    Baltimore,MD212364499
    N/A 501(c)(3) support for the Jana Goshen McGeachy Fund 2,500
    Meals on Wheels of Central Maryland Inc
    515 South Haven Street
    Baltimore,MD212244239
    N/A 501(c)(3) general support 17,500
    Morningside Center for Teaching Social Responsibility
    475 Riverside Drive Suite 550
    New York,NY10115
    N/A 501(c)(3) general support 15,000
    Moveable Feast
    PO Box 2298
    Baltimore,MD212032298
    N/A 501(c)(3) general support 15,000
    My Sister's Circle
    PO Box 84
    Timonium,MD21094
    N/A 501(c)(3) general support 7,500
    MYLAW Maryland Youth & the Law
    Maryland Bar Center 4th Floor 520
    West Fayette Street
    Baltimore,MD21201
    N/A 501(c)(3) support for the Law Links 2018 High School Summer Internship program 5,000
    National Inventors Hall of Fame
    3701 Highland Park NW
    North Canton,OH447204535
    N/A 501(c)(3) support for the ""Camp Invention"" program in partnership with the Ingenuity Project 5,000
    National Inventors Hall of Fame
    3701 Highland Park NW
    North Canton,OH447204535
    N/A 501(c)(3) support for the ""Camp Invention"" program in partnership with the Ingenuity Project 7,500
    North American Friends of Oranim Inc
    1111 East Fairy Chasm Road
    Milwaukee,WI532171427
    N/A 501(c)(3) support for the Galilee Dreamers program 18,000
    North Star Fund
    520 Eighth Avenue Floor 22
    New York,NY10018
    N/A 501(c)(3) general support 10,000
    The Park School
    2425 Old Court Road
    Baltimore,MD212083430
    N/A 501(c)(3) general support 20,000
    The Park School
    2425 Old Court Road
    Baltimore,MD212083430
    N/A 501(c)(3) general support through sponsorship of the 2018 Auction 10,000
    The Park School
    2425 Old Court Road
    Baltimore,MD212083430
    N/A 501(c)(3) support for the Hilda Katz Blaustein Memorial Financial Aid Fund 100,000
    Parks & People Foundation for Baltimore Recreation & Parks
    2100 Liberty Heights Avenue
    Baltimore,MD212172072
    N/A 501(c)(3) support for Super Kids Camp 2018 and 2019 15,000
    Partners in Care
    8151-C Ritchie Highway
    Pasadena,MD211223940
    N/A 501(c)(3) support for the Ride Partners program 15,000
    Penn Hillel
    215 South 39th Street
    Philadelphia,PA19104
    N/A 501(c)(3) support for Penn Hillel 10,000
    Penn Hillel
    215 South 39th Street
    Philadelphia,PA19104
    N/A 501(c)(3) support for the Encompass Fellowship, an interfaith trip for UPenn students exploring Israel and the Israeli-Palestinian conflict 10,000
    Pikesville Volunteer Fire Co Inc
    40 East Sudbrook Lane
    Pikesville,MD212084013
    N/A 501(c)(3) support for a replacement fire engine 10,000
    Planned Parenthood of Maryland Inc
    330 North Howard Street
    Baltimore,MD21201
    N/A 501(c)(3) support for Education and Training programs for young people 15,000
    READ Global
    PO Box 29286
    San Francisco,CA941290286
    N/A 501(c)(3) general support 4,000
    Reading Partners
    180 Grand Avenue Suite 800
    Oakland,CA94612
    N/A 501(c)(3) support to offer reading tutoring in Baltimore City public schools 17,500
    Reading Partners
    180 Grand Avenue Suite 800
    Oakland,CA94612
    N/A 501(c)(3) support to offer reading tutoring in Baltimore City public schools 20,000
    The Red Devils
    PO Box 36291
    Towson,MD21286
    N/A 501(c)(3) general support 4,000
    Rosedale Freedom Project
    705 Front Street PO Box 21
    Rosedale,MS387690021
    N/A 501(c)(3) support to facilitate dialogue between Park School students and Freedom Fellows 7,650
    The Shalom Center
    6711 Lincoln Drive
    Philadelphia,PA19119
    N/A 501(c)(3) general support 2,500
    Shoresh Inc
    3723 Old Court Road Suite 206
    Baltimore,MD21208
    N/A 501(c)(3) support for scholarships to enable disadvantaged children to attend camp 17,500
    Sisterhood of Salaam Shalom
    PO Box 7117
    North Brunswick,NJ088521909
    N/A 501(c)(3) general support 25,000
    Soaringwords Inc
    54 West 40th Street
    New York,NY10118
    N/A 501(c)(3) general support 10,000
    South Baltimore Learning Center
    28 East Ostend Street
    Baltimore,MD212304209
    N/A 501(c)(3) general support 30,000
    The Southern Poverty Law Center
    400 Washington Avenue
    Montgomery,AL36104
    N/A 501(c)(3) general support 5,000
    St Ambrose Housing Aid Center
    321 East 25th Street
    Baltimore,MD21218
    N/A 501(c)(3) support for the Homesharing Program 15,000
    St Paul's School
    11152 Falls Road PO Box 8100
    Brooklandville,MD210228100
    N/A 501(c)(3) support for the Bridges program 20,000
    Strong City Baltimore Inc
    3503 North Charles Street
    Baltimore,MD212182405
    N/A 501(c)(3) support for the Adult Learning Center 25,000
    Strong City Baltimore Inc
    3503 North Charles Street
    Baltimore,MD212182405
    N/A 501(c)(3) support for the Youth Empowered Society 20,000
    Temple Oheb Shalom
    7310 Park Heights Avenue
    Baltimore,MD21208
    N/A 501(c)(3) annual support 20,000
    Thread Inc
    PO Box 1584
    Baltimore,MD21203
    N/A 501(c)(3) general support 7,500
    University of Maryland Baltimore Foundation Inc
    620 West Lexington Street 2nd Floor
    Baltimore,MD21201
    N/A 501(c)(3) support for the Social Worker in the Library program 5,000
    Usher 1F Collaborative Inc
    321 Walnut Street 228
    Newtonville,MA024601927
    N/A 501(c)(3) support to fund research for a cure for Usher Syndrome Type 1F 7,500
    The Village Learning Place Inc
    2521 St Paul Street
    Baltimore,MD21218
    N/A 501(c)(3) general support 5,000
    Winnebago Alumni Association
    401 Saint Christopher Rd
    Richmond,VA232262723
    N/A 501(c)(3) support for scholarships for minority campers 6,500
    WITNESS
    80 Hanson Place 5th Floor
    Brooklyn,NY11217
    N/A 501(c)(3) general support 45,000
    The Women's Housing Coalition
    119 East 25th Street
    Baltimore,MD212185232
    N/A 501(c)(3) general support 10,000
    Women's Law Center Inc
    305 West Chesapeake Avenue Suite
    201
    Towson,MD212045362
    N/A 501(c)(3) general support 10,000
    Young Audiences of Maryland Inc
    2600 North Howard Street Suite 1300
    Baltimore,MD21218
    N/A 501(c)(3) support for the Summer Arts & Learning Academy 15,000
    Your Public Radio Corporation
    2216 North Charles Street
    Baltimore,MD212185715
    N/A 501(c)(3) general support 7,500
    Total .................................bullet 3a 1,925,650
    bApproved for future payment
    Abilities Network
    8503 LaSalle Road
    Towson,MD212865926
    N/A 501(c)(3) support for the Senior Move Management Program and support for the Clutter Management/Hoarding Program 25,000
    The American Jewish Committee
    The Jacob Blaustein Building 165
    East 56 Street
    New York,NY100222746
    N/A 501(c)(3) general support for Project Interchange 60,000
    The Arc of Baltimore
    7215 York Road
    Baltimore,MD212124499
    N/A 501(c)(3) support for the Bay Buddies summer camp program 7,500
    Art with a Heart Inc
    Mill No 1 3000 Falls Road
    Baltimore,MD21211
    N/A 501(c)(3) general support 40,000
    Benefits Data Trust
    1500 Market Street Suite 2800
    Philadelphia,PA19102
    n/a 501(c)(3) support for the "MD Benefits Center" project 15,000
    Bowery Residents' Committee Inc
    131West 25th Street 12th Floor
    New York,NY10001
    N/A 501(c)(3) general support 7,500
    Center for Urban Families Inc
    2201 North Monroe Street
    Baltimore,MD21217
    N/A 501(c)(3) general support 15,000
    Digital Harbor Foundation
    1045 Light Street
    Baltimore,MD21230
    N/A 501(c)(3) support for the STEM Summer Maker Camp 12,500
    Dyslexia Tutoring Program Inc
    The Rotunda Suite 310 711 West 40th
    Street
    Baltimore,MD212112109
    N/A 501(c)(3) support for the summer camp program 15,000
    Elijah Cummings Youth Program in Israel Inc
    5750 Park Heights Avenue
    Baltimore,MD21215
    N/A 501(c)(3) general support 25,000
    Enoch Pratt Free Library of Baltimore City
    400 Cathedral Street
    Baltimore,MD212014484
    N/A 501(c)(3) support for child and teen literacy initiatives 25,000
    Global Camps Africa
    11911 Freedom Drive 850
    Reston,VA20190
    N/A 501(c)(3) support for residential camp programs in Africa for children affected by HIV/AIDS 8,500
    The Hearing and Speech Agency of Metro Baltimore Inc
    Harry Jeanette Weinberg Building
    5900 Metro Drive
    Baltimore,MD21215
    N/A 501(c)(3) support for the Charitable Care Fund 20,000
    Helping Up Mission
    1029 East Baltimore Street
    Baltimore,MD212024705
    N/A 501(c)(3) general support 15,000
    Higher Achievement Program
    1500 Union Avenue Suite 2600
    Baltimore,MD21211
    N/A 501(c)(3) support for the Summer Academy 17,500
    Homeless Persons Representation Project
    201 North Charles Street Suite 1104
    Baltimore,MD21201
    N/A 501(c)(3) support for the Homeless Youth Initiative 12,500
    Horizon Day Camp
    8 Market Place Suite 331
    Baltimore,MD21202
    N/A 501(c)(3) general support 10,000
    Institute for Islamic Christian and Jewish Studies Inc
    956 Dulaney Valley Road
    Baltimore,MD212042633
    N/A 501(c)(3) support for the annual fund 7,500
    Interfaith Youth Core
    141 West Jackson Boulevard Suite
    3200
    Chicago,IL60604
    N/A 501(c)(3) general support 25,000
    Itineris Foundation
    2050-A Rockrose Avenue
    Baltimore,MD21211
    N/A 501(c)(3) capital support for the purchase and renovation of the current facility 66,000
    Job Opportunities Task Force Inc
    201 North Charles Street Suite 2404
    Baltimore,MD212014110
    N/A 501(c)(3) general support 15,000
    Legal Aid Bureau Inc
    500 East Lexington Street
    Baltimore,MD21202
    N/A 501(c)(3) support for the Long Term Care Assistance Project 25,000
    Literacy Assistance Center Inc
    85 Broad Street 27th Floor
    New York,NY10004
    N/A 501(c)(3) general support 35,000
    The Literacy Lab
    1003 K Street NW Suite 500
    Washington,DC200014446
    N/A 501(c)(3) general support for programming in Baltimore City 20,000
    Maryland Book Bank
    PO Box 41551
    Baltimore,MD21203
    N/A 501(c)(3) general support 15,000
    Maryland Family Network Inc
    1001 Eastern Avenue 2nd Floor
    Baltimore,MD212024325
    N/A 501(c)(3) general support 10,000
    Meals on Wheels of Central Maryland Inc
    515 South Haven Street
    Baltimore,MD212244239
    N/A 501(c)(3) general support 17,500
    Moveable Feast
    PO Box 2298
    Baltimore,MD212032298
    N/A 501(c)(3) general support 15,000
    North American Friends of Oranim Inc
    1111 East Fairy Chasm Road
    Milwaukee,WI532171427
    N/A 501(c)(3) support for the Galilee Dreamers program 18,000
    The Park School
    2425 Old Court Road
    Baltimore,MD212083430
    N/A 501(c)(3) support for the 2018-2019 Annual Fund through the Trustees' Matching Fund 10,000
    Partners in Care
    8151-C Ritchie Highway
    Pasadena,MD211223940
    N/A 501(c)(3) support for the Ride Partners program 15,000
    Planned Parenthood of Maryland Inc
    330 North Howard Street
    Baltimore,MD21201
    N/A 501(c)(3) support for Education and Training programs for young people 15,000
    Reading Partners
    180 Grand Avenue Suite 800
    Oakland,CA94612
    N/A 501(c)(3) support to offer reading tutoring in Baltimore City public schools 20,000
    Shoresh Inc
    3723 Old Court Road Suite 206
    Baltimore,MD21208
    N/A 501(c)(3) support for scholarships to enable disadvantaged children to attend camp 17,500
    St Paul's School
    11152 Falls Road PO Box 8100
    Brooklandville,MD210228100
    N/A 501(c)(3) support for the Bridges program 20,000
    Strong City Baltimore Inc
    3503 North Charles Street
    Baltimore,MD212182405
    N/A 501(c)(3) support for the Youth Empowered Society 20,000
    Thread Inc
    PO Box 1584
    Baltimore,MD21203
    N/A 501(c)(3) general support 7,500
    Young Audiences of Maryland Inc
    2600 North Howard Street Suite 1300
    Baltimore,MD21218
    N/A 501(c)(3) support for the Summer Arts & Learning Academy 15,000
    Total .................................bullet 3b 740,000
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
        14 602  
    4 Dividends and interest from securities....     14 787,588  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        14 4,094,061  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aAxiom Asia II
    900000   18 -15,363  
    bAxiom Asia IV 900000   18 -11,927  
    cBook to Tax Adjustment     18 255,142  
    dHarrison Street V 900000   18 -7,479  
    eMadison Int'l RE Fd VI 900000   18 41,168  
    fMesirow Financial Private 900000 3,803 18 -20,967  
    gOcean Avenue Fund III 900000 -48,282 18 -8,965  
    hPEP V 900000   18 -5,649  
    iPerennial Real Estate Fd 900000 -4,407 18 -779  
    jPrime Finance II 900000   18    
    kPrime Finance IV 900000   18 -841  
    lRenaissance Insitutional Equities 900000   18 -15,112  
    mTaconic CRE Dislocation 900000   18 62,776  
    nVIA VII-VA, LP 900000   18 -1,083  
    oW Capital Partners 900000 -643 18 -10,394  
    12 Subtotal. Add columns (b), (d), and (e).. -49,529 5,142,778 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    5,093,249
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    David&Barbara B Hirschhorn
    Foundation Inc
    Employer identification number

    52-1489400
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    David&Barbara B Hirschhorn
    Foundation Inc
    Employer identification number
    52-1489400
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    American Trading and Production Corporation
     
    One South Street STE 2800
     
    Baltimore, MD212023298

    $ 247,696


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
    Estate of Barbara Hirschhorn
     
    One South Street STE 2950
     
    Baltimore, MD212023298

    $ 4,548,065


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    David&Barbara B Hirschhorn
    Foundation Inc
    Employer identification number

    52-1489400
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    1
    5,650 Shs BP $ 247,696 2018-05-21
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    David&Barbara B Hirschhorn
    Foundation Inc
    Employer identification number

    52-1489400
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    David&Barbara B Hirschhorn
     
    Foundation Inc
    EIN:
    52-1489400
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Atapco Financial Services 70,000 28,000   42,000

    TY 2018 InvestmentsOtherSchedule2
    Name:
    David&Barbara B Hirschhorn
     
    Foundation Inc
    EIN:
    52-1489400
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    57 Stars Global Fund IV AT COST 349,409 385,402
    57 Stars Global Opportunity AT COST 429,565 481,571
    Artisan Developing World AT COST 1,000,000 894,594
    Artisan Int'l Fund AT COST 2,376,084 1,929,118
    Avenue Aviation AT COST 153,080 161,992
    Axiom Asia IV AT COST 365,538 339,640
    Axiom Asia Private Capital AT COST 670,328 675,085
    Blackrock Strat Income Opps AT COST 1,522,770 1,495,510
    Chatham High Yield AT COST 750,000 755,093
    Davidson Kempner Int'l AT COST 1,500,000 1,754,127
    DFA Int'l Small Company AT COST 1,057,487 793,880
    Dodge & Cox AT COST 1,123,889 1,167,973
    Fir Tree Real Estate AT COST 69,408 189,429
    Harbor Dd Real Return Inst AT COST 1,303,627 1,100,941
    Harrison Street V AT COST 352,094 404,193
    Ishares S&P Midcap ETF AT COST 557,481 495,689
    Ishares S&P Smallcap ETF AT COST 557,057 487,320
    LCP VII AT COST 0 308,898
    Lighthouse Global Long/Short Fund AT COST 1,000,000 963,773
    Madison Fund VI AT COST 877,108 954,247
    Magnitude International AT COST 1,500,000 2,177,599
    Mesirow IV Private Equity IV AT COST 720,982 715,806
    Met West Low Duration Bond Fund AT COST 1,038,088 1,025,868
    Ocean Avenue Fund III AT COST 383,986 312,048
    PEP V LP AT COST 225,432 240,707
    Perennial Real Estate Fund AT COST 111,583 117,873
    Pimco Commodity RR Strat AT COST 943,627 763,286
    Pimco Total AT COST 1,500,681 1,586,461
    Pimco RAE Fundamental Emerging AT COST 816,044 653,987
    Pinehurst Institutional Ltd AT COST 1,500,000 2,308,750
    Prime Finance IV AT COST 113,922 109,709
    RCP Direct III Cayman Feeder AT COST 45,000 45,000
    RCP Fund V AT COST 0 249,854
    RCP fund VI AT COST 0 256,042
    RCP Fund XI AT COST 290,000 248,219
    Renaissance Institutional Equities AT COST 1,616,945 1,616,945
    State of Israel Bonds AT COST 25,000 25,000
    Taconic CRE Dislocation Fund AT COST 940,164 893,946
    Tweedy Brown Global AT COST 1,879,870 1,873,495
    Vanguard Index AT COST 2,636,196 4,618,492
    Vanguard Scottsdale FDS AT COST 1,612,113 1,622,635
    Vanguard Specialized AT COST 1,254,256 2,240,117
    Vanguard Dev Mkt Index AT COST 3,442,302 2,966,675
    VIA VII-VC AT COST 732,454 691,348
    W Capital Partners II AT COST 0 39,216
    W Capital Partners III AT COST 406,457 414,593

    TY 2018 OtherAssetsSchedule
    Name:
    David&Barbara B Hirschhorn
     
    Foundation Inc
    EIN:
    52-1489400
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Interest and Dividends receivable 0 3,242 3,242


    TY 2018 OtherDecreasesSchedule
    Name:
    David&Barbara B Hirschhorn
     
    Foundation Inc
    EIN:
    52-1489400
    Description Amount
    BP Stock Donation - Difference between tax and cost basis 246,963


    TY 2018 OtherExpensesSchedule
    Name:
    David&Barbara B Hirschhorn
     
    Foundation Inc
    EIN:
    52-1489400
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Bank Fees 105 0   105
    Equipment Expense 3,278 0   3,278
    Equipment Maintenance 178 0   178
    Miscellaneous 202 0   202
    Postage 20 0   20
    Software Expenses 217 0   217
    Supplies 243 0   243
    Telephone 216 0   216


    TY 2018 OtherIncomeSchedule2
    Name:
    David&Barbara B Hirschhorn
     
    Foundation Inc
    EIN:
    52-1489400
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Axiom Asia II -15,363 -15,363 -15,363
    Axiom Asia IV -11,927 -11,927 -11,927
    Book to Tax Adjustment 255,142   255,142
    Harrison Street V -7,479 -7,479 -7,479
    Madison Int'l RE Fd VI 41,168 41,168 41,168
    Mesirow Financial Private -17,164 -20,967 -17,164
    Ocean Avenue Fund III -57,247 -8,965 -57,247
    PEP V -5,649 -5,649 -5,649
    Perennial Real Estate Fd -5,186 -779 -5,186
    Prime Finance IV -841 -841 -841
    Renaissance Insitutional Equities -15,112 -15,112 -15,112
    Taconic CRE Dislocation 62,776 62,776 62,776
    VIA VII-VA, LP -1,083 -1,083 -1,083
    W Capital Partners -11,037 -10,394 -11,037


    TY 2018 OtherIncreasesSchedule
    Name:
    David&Barbara B Hirschhorn
     
    Foundation Inc
    EIN:
    52-1489400
    Description Amount
    Prime Finance - loss on Dispostion book/tax difference 1,713


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    David&Barbara B Hirschhorn
     
    Foundation Inc
    EIN:
    52-1489400
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Greycourt/Other Inv Fees 44,637 44,637   0


    TY 2018 TaxesSchedule
    Name:
    David&Barbara B Hirschhorn
     
    Foundation Inc
    EIN:
    52-1489400
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Foreign Tax Paid 52,138 52,138   0
    Excise Taxes 82,570 0   0
    State Tax W/h 694 694   0