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
The Jacob and Hilda Blaustein
Foundation Inc
Number and street (or P.O. box number if mail is not delivered to street address)One South Street No 2950
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Baltimore, MD212023298
A Employer identification number

52-6038382
B Telephone number (see instructions)

(410) 347-7201
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$121,541,801
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) 1,550,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 411 411  
4 Dividends and interest from securities... 2,053,836 2,053,836  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 11,609,164
b Gross sales price for all assets on line 6a 28,016,227
7 Capital gain net income (from Part IV, line 2)... 11,609,164
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)....... -3,960,532 -456,379  
12 Total. Add lines 1 through 11........ 11,252,879 13,207,032  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 139,456 0   139,456
14 Other employee salaries and wages...... 334,038 0   334,038
15 Pension plans, employee benefits....... 86,605 0   86,605
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 128,200 64,100   64,100
c Other professional fees (attach schedule).... 156,684 156,684   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 362,396 102,396   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 67,266 0   67,266
21 Travel, conferences, and meetings....... 20,033 266   19,767
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 27,998 0   27,998
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,322,676 323,446   739,230
25 Contributions, gifts, grants paid....... 7,964,470 7,964,470
26 Total expenses and disbursements. Add lines 24 and 25 9,287,146 323,446   8,703,700
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,965,733
b Net investment income (if negative, enter -0-) 12,883,586
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......... 3,005,742 1,978,021 1,978,021
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).......... 112,119,385 Click to see attachment113,741,423 118,713,780
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment850,000 Click to see attachment850,000 Click to see attachment850,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 115,975,127 116,569,444 121,541,801
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........ 115,975,127 116,569,444
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 0 0
30 Total net assets or fund balances (see instructions)..... 115,975,127 116,569,444
31 Total liabilities and net assets/fund balances (see instructions). 115,975,127 116,569,444
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
115,975,127
2
Enter amount from Part I, line 27a .....................
2
1,965,733
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
132,825
4
Add lines 1, 2, and 3 ..........................
4
118,073,685
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,504,241
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
116,569,444
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 BMO Pryford Intl Stock P 2017-12-08 2018-11-27
b DFA Intl Value P 2018-09-27 2018-11-27
c Russell 1000 Growth Fund P 2018-12-07 2018-12-31
d Russell 1000 Value Fund P 2018-05-31 2018-06-13
e Russell 1000 Value Fund P 2018-05-31 2018-09-27
Russell 1000 Value Fund P 2018-12-07 2018-12-31
Harbor Capital P 2015-04-02 2018-07-25
Long Leaf Partners P 2011-01-31 2018-05-31
Long Leaf Partners P 2011-01-31 2018-05-29
M. Kingdon Offshore Ltd P 2011-10-03 2018-01-17
Russell 1000 Growth Fund P 2009-12-01 2018-03-19
Russell 1000 Growth Fund P 2009-12-01 2018-05-31
Russell 1000 Growth Fund P 2009-12-01 2018-06-13
Russell 1000 Growth Fund P 2009-12-01 2018-08-23
Russell 1000 Growth Fund P 2009-12-01 2018-09-27
Russell 1000 Value Fund P 2009-12-01 2018-03-19
BP stock sale D 2018-02-09 2018-03-30
Coller - Distribution in excess of basis P   2018-12-31
LCP VII - Distribution in excess of basis P   2018-12-31
AXA Secondary Fund V - Distribution in excess of basis P   2018-12-31
Spur V P   2018-12-31
Industry Ventures VIII P   2018-12-31
Industry Ventures VII P   2018-12-31
Oaktree RE Opps V P   2018-12-31
Rockefeller Global P   2018-12-31
Siguler Guff III P   2018-12-31
Spur Ventures III P   2018-12-31
Gatewood Capital P   2018-12-31
Spur IV P   2018-12-31
Discovery Equity P   2018-12-31
Discovery Equity - Loss on Liquidation P   2018-12-31
Siguler Guff IV P   2018-12-31
Neuberger Berman P   2018-12-31
Russell 1000 Growth Fund P   2018-12-31
BancBoston PEP III - Loss on Liquidation P   2018-12-31
Russell 1000 Value Fund P   2018-12-31
Commonfund Intl VI P   2018-12-31
Commonfund PE V P   2018-12-31
Commonfund VI P   2018-12-31
Commonfund VII P   2018-12-31
CS Partners IV P   2018-12-31
CSFB Partners III P   2018-12-31
Flag International P   2018-12-31
Flag International II P   2018-12-31
Flag Private Equity III P   2018-12-31
Flag Private Equity IV P   2018-12-31
Flag Ventures Partners VI P   2018-12-31
OCM Mezzanine P   2018-12-31
OCM European Principles P   2018-12-31
BancBoston PEP III P   2018-12-31
Boulder Ventures P   2018-12-31
TS MGT 600 Shares ACADIA HEALTHCARE CO INC P    
TS MGT 500 Shares ACHAOGEN INC P    
TS MGT 400 Shares ACI WORLDWIDE INC P    
TS MGT 200 Shares AERCAP HOLDINGS NV P    
TS MGT 100 Shares ALLAKOS INC P    
TS MGT 300 Shares ALLEGIANT TRAVEL CO P    
TS MGT 1200 Shares ALLSCRIPTS HEALTHCARE SOLUTIONS P    
TS MGT 200 Shares APOLLO GLOBAL MANAGEMENT - A P    
TS MGT 150 Shares APTARGROUP INC P    
TS MGT 100 Shares ASGN INCORPORATED COM P    
TS MGT 700 Shares ASSURED GUARANTY LTD P    
TS MGT 800 Shares ATLASSIAN CORP PLC-CLASS A P    
TS MGT 150 Shares AVEXIS INC NON-TRADEABLE ASSET CORP ACTIONS CONTRA P    
TS MGT 1500 Shares AXALTA COATING SYSTEMS LTD P    
TS MGT 100 Shares BEACON ROOFING SUPPLY INC P    
TS MGT 50 Shares BIO-RAD LABORATORIES-A P    
TS MGT 200 Shares BLACKBAUD INC P    
TS MGT 50 Shares BLUEPRINT MEDICINES CORP P    
TS MGT 300 Shares BOOZ ALLEN HAMILTON HOLDINGS P    
TS MGT 200 Shares BRIGHT HORIZONS FAMILY SOLUT P    
TS MGT 350 Shares BROADRIDGE FINANCIAL SOLUTIO P    
TS MGT 450 Shares BRUNSWICK CORP P    
TS MGT 350 Shares CARTER'S INC P    
TS MGT 300 Shares CAVIUM INC P    
TS MGT 350 Shares CHARLES RIVER LABORATORIES P    
TS MGT 200 Shares CLEAN HARBORS INC P    
TS MGT 800 Shares CLOUDERA INC P    
TS MGT 100 Shares COGNEX CORP P    
TS MGT 100 Shares COHERENT INC P    
TS MGT 200 Shares COLUMBIA SPORTSWEAR CO P    
TS MGT 1000 Shares COMMSCOPE HOLDING CO INC P    
TS MGT 100 Shares CORE LABORATORIES N.V. P    
TS MGT 800 Shares CORNERSTONE ONDEMAND INC P    
TS MGT 50 Shares COSTAR GROUP INC P    
TS MGT 700 Shares CUBESMART P    
TS MGT 200 Shares DBV TECHNOLOGIES SA-SPON ADR P    
TS MGT 600 Shares DELPHI TECHNOLOGIES PLC P    
TS MGT 100 Shares ELBIT SYSTEMS LTD P    
TS MGT 1300 Shares ELF BEAUTY INC P    
TS MGT 200 Shares ENCOMPASS HEALTH CORPORATION COM P    
TS MGT 200 Shares ETSY INC P    
TS MGT 300 Shares EVO PAYMENTS INC-CLASS A P    
TS MGT 400 Shares FLOOR & DECOR HOLDINGS INC-A P    
TS MGT 300 Shares FRONTDOOR INC P    
TS MGT 200 Shares GARTNER INC P    
TS MGT 1900 Shares GATES INDUSTRIAL CORP PLC P    
TS MGT 500 Shares GENESEE & WYOMING INC-CL A P    
TS MGT 650 Shares GLOBAL PAYMENTS INC P    
TS MGT 300 Shares GRAND CANYON EDUCATION INC P    
TS MGT 150 Shares GRUBHUB INC P    
TS MGT 150 Shares GUIDEWIRE SOFTWARE INC P    
TS MGT 400 Shares INTERNATIONAL GAME TECHNOLOG P    
TS MGT 350 Shares ITT INC P    
TS MGT 150 Shares JACK HENRY & ASSOCIATES INC P    
TS MGT 1000 Shares K2M GROUP HOLDINGS INC P    
TS MGT 250 Shares KNIGHT SWIFT TRANSN HLDGS INC CLASS A P    
TS MGT 150 Shares LANDSTAR SYSTEM INC P    
TS MGT 1800 Shares LAUREATE EDUCATION INC-A P    
TS MGT 1000 Shares LEGGETT & PLATT INC P    
TS MGT 350 Shares LOGMEIN INC P    
TS MGT 20 Shares LOXO ONCOLOGY INC P    
TS MGT 200 Shares MATADOR RESOURCES CO P    
TS MGT 500 Shares MEDNAX INC P    
TS MGT 800 Shares MICROSEMI CORP P    
TS MGT 50 Shares MIDDLEBY CORP P    
TS MGT 50 Shares MONOLITHIC POWER SYSTEMS INC P    
TS MGT 100 Shares MORPHOSYS AG ADR P    
TS MGT 1600 Shares MULESOFT INC- A P    
TS MGT 600 Shares NATIONAL INSTRUMENTS CORP P    
TS MGT 100 Shares NATIONAL VISION HLDGS INC P    
TS MGT 400 Shares NEUROCRINE BIOSCIENCES INC P    
TS MGT 50 Shares NICE LTD P    
TS MGT 300 Shares NORDSON CORP P    
TS MGT 100 Shares NOVOCURE LTD P    
TS MGT 100 Shares OLD DOMINION FREIGHT LINE P    
TS MGT 100 Shares PACWEST BANCORP P    
TS MGT 1000 Shares PAGSEGURO DIGITAL LTD-CL A P    
TS MGT 400 Shares PAPA JOHN'S INTL INC P    
TS MGT 150 Shares PAYLOCITY HOLDING CORP P    
TS MGT 500 Shares PERFORMANCE FOOD GROUP CO P    
TS MGT 550 Shares PLANET FITNESS INC - CL A P    
TS MGT 300 Shares PLURALSIGHT INC - A P    
TS MGT 500 Shares PREMIER INC-CLASS A P    
TS MGT 850 Shares PROASSURANCE CORP P    
TS MGT 200 Shares RA MEDICAL SYSTEMS INC P    
TS MGT 1000 Shares RADIUS HEALTH INC P    
TS MGT 100 Shares RENAISSANCERE HOLDINGS LTD P    
TS MGT 1100 Shares REPLIGEN CORP P    
TS MGT 650 Shares RPM INTERNATIONAL INC P    
TS MGT 100 Shares RUBIUS THERAPEUTICS INC P    
TS MGT 450 Shares SCOTTS MIRACLE-GRO CO P    
TS MGT 800 Shares SERVICEMASTER GLOBAL HOLDING P    
TS MGT 250 Shares SIGNATURE BANK P    
TS MGT 450 Shares SMITH (A.O.) CORP P    
TS MGT 1100 Shares SURGERY PARTNERS INC P    
TS MGT 600 Shares SYNEOS HEALTH INC P    
TS MGT 200 Shares TESARO INC P    
TS MGT 1100 Shares TRANSUNION P    
TS MGT 100 Shares TYLER TECHNOLOGIES INC P    
TS MGT 40 Shares ULTIMATE SOFTWARE GROUP INC P    
TS MGT 300 Shares UNDER ARMOUR INC-CLASS A P    
TS MGT 350 Shares UNIVERSAL DISPLAY CORP P    
TS MGT 100 Shares VANTIV INC - CL A P    
TS MGT 450 Shares VARONIS SYSTEMS INC P    
TS MGT 450 Shares WABTEC CORP P    
TS MGT 100 Shares WAGEWORKS INC P    
TS MGT 350 Shares WATSCO INC P    
TS MGT 300 Shares WAYFAIR INC- CLASS A P    
TS MGT 280 Shares WEX INC P    
TS MGT 100 Shares WIDEOPENWEST INC P    
TS MGT 100 Shares WISDOMTREE INVESTMENTS INC P    
TS MGT 100 Shares WNS HOLDINGS LTD-ADR P    
TS MGT 250 Shares WOODWARD INC P    
TS MGT 400 Shares WORLDPAY INC CL A P    
TS MGT Other Sale P    
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 750,000   781,564 -31,564
b 1,500,000   1,647,434 -147,434
c 2,489   1,494 995
d 1,467   1,263 204
e 1,905   1,587 318
2,253   1,724 529
5,798,328   4,920,966 877,362
3,503,281   3,113,309 389,972
541,568   392,107 149,461
2,653,267   1,651,300 1,001,967
2,410   1,720 690
500,000   264,388 235,612
2,550   1,755 795
1,500,000   997,132 502,868
2,503   1,614 889
1,439   1,177 262
1,579,417   5,059 1,574,358
29,576     29,576
91,125     91,125
20,165     20,165
    603 -603
13,367     13,367
90,488     90,488
48,151     48,151
1,127,609     1,127,609
    98,185 -98,185
167,075     167,075
36     36
47,074     47,074
    5,816 -5,816
    56,275 -56,275
4,205     4,205
522,045     522,045
1,711,373     1,711,373
    76,550 -76,550
873,504     873,504
126,670     126,670
159,246     159,246
36,267     36,267
144,264     144,264
28,764     28,764
    23,563 -23,563
127,400     127,400
38,876     38,876
91,167     91,167
161,561     161,561
90,133     90,133
    48,597 -48,597
    140,799 -140,799
    390 -390
    49 -49
23,322   34,437 -11,115
3,609   10,409 -6,800
10,417   6,489 3,928
10,909   9,154 1,755
2,715   1,800 915
41,154   32,277 8,877
16,832   14,440 2,392
7,252   6,378 874
13,276   9,974 3,302
9,035   8,205 830
25,790   26,990 -1,200
55,730   21,541 34,189
32,700   17,579 15,121
36,562   42,999 -6,437
3,354   5,411 -2,057
12,682   11,251 1,431
20,123   23,227 -3,104
4,986   4,050 936
13,781   13,325 456
19,118   15,228 3,890
37,496   9,474 28,022
28,124   27,115 1,009
33,548   36,610 -3,062
25,961   24,506 1,455
44,409   42,510 1,899
12,113   10,824 1,289
12,101   14,964 -2,863
4,642   5,794 -1,152
18,010   21,982 -3,972
17,463   9,485 7,978
25,448   26,483 -1,035
11,925   11,273 652
40,878   25,689 15,189
17,304   1,795 15,509
20,118   17,468 2,650
4,824   6,800 -1,976
14,087   26,795 -12,708
11,230   10,604 626
14,675   33,421 -18,746
11,874   10,411 1,463
10,625   9,156 1,469
7,600   7,350 250
16,528   17,830 -1,302
8,091   3,373 4,718
28,703   25,220 3,483
30,391   35,530 -5,139
39,489   28,514 10,975
70,758   18,756 52,002
34,306   31,382 2,924
14,426   15,391 -965
14,824   12,641 2,183
9,752   10,452 -700
19,209   15,648 3,561
19,604   17,634 1,970
27,257   20,765 6,492
8,180   10,817 -2,637
16,139   13,401 2,738
26,843   26,208 635
37,759   46,733 -8,974
38,255   42,697 -4,442
2,828   2,638 190
5,959   6,567 -608
22,603   23,060 -457
53,169   40,503 12,666
34,058   35,290 -1,232
6,585   6,498 87
3,047   2,619 428
69,554   36,523 33,031
28,265   18,718 9,547
4,343   4,332 11
42,813   24,576 18,237
5,536   4,638 898
38,088   38,171 -83
4,599   3,447 1,152
14,599   6,616 7,983
5,205   5,449 -244
30,572   29,390 1,182
21,529   32,421 -10,892
8,682   7,740 942
17,016   17,196 -180
26,449   17,559 8,890
9,443   7,363 2,080
17,856   15,849 2,007
39,983   30,307 9,676
4,132   3,400 732
20,360   35,907 -15,547
12,999   13,642 -643
57,767   37,959 19,808
37,140   34,518 2,622
2,827   2,300 527
42,193   42,688 -495
37,360   17,700 19,660
30,110   32,255 -2,145
25,748   20,414 5,334
19,059   16,956 2,103
20,182   26,566 -6,384
13,533   24,345 -10,812
70,604   50,770 19,834
18,780   17,940 840
9,977   8,112 1,865
6,953   6,391 562
43,463   33,197 10,266
7,738   6,480 1,258
29,131   30,836 -1,705
41,029   35,411 5,618
5,500   7,216 -1,716
58,636   43,267 15,369
27,804   19,814 7,990
47,396   33,952 13,444
10,175   23,875 -13,700
1,287   1,905 -618
5,120   928 4,192
18,819   18,964 -145
31,959   6,800 25,159
228     228
1,404,103     1,404,103
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       -31,564
b       -147,434
c       995
d       204
e       318
      529
      877,362
      389,972
      149,461
      1,001,967
      690
      235,612
      795
      502,868
      889
      262
      1,574,358
      29,576
      91,125
      20,165
      -603
      13,367
      90,488
      48,151
      1,127,609
      -98,185
      167,075
      36
      47,074
      -5,816
      -56,275
      4,205
      522,045
      1,711,373
      -76,550
      873,504
      126,670
      159,246
      36,267
      144,264
      28,764
      -23,563
      127,400
      38,876
      91,167
      161,561
      90,133
      -48,597
      -140,799
      -390
      -49
      -11,115
      -6,800
      3,928
      1,755
      915
      8,877
      2,392
      874
      3,302
      830
      -1,200
      34,189
      15,121
      -6,437
      -2,057
      1,431
      -3,104
      936
      456
      3,890
      28,022
      1,009
      -3,062
      1,455
      1,899
      1,289
      -2,863
      -1,152
      -3,972
      7,978
      -1,035
      652
      15,189
      15,509
      2,650
      -1,976
      -12,708
      626
      -18,746
      1,463
      1,469
      250
      -1,302
      4,718
      3,483
      -5,139
      10,975
      52,002
      2,924
      -965
      2,183
      -700
      3,561
      1,970
      6,492
      -2,637
      2,738
      635
      -8,974
      -4,442
      190
      -608
      -457
      12,666
      -1,232
      87
      428
      33,031
      9,547
      11
      18,237
      898
      -83
      1,152
      7,983
      -244
      1,182
      -10,892
      942
      -180
      8,890
      2,080
      2,007
      9,676
      732
      -15,547
      -643
      19,808
      2,622
      527
      -495
      19,660
      -2,145
      5,334
      2,103
      -6,384
      -10,812
      19,834
      840
      1,865
      562
      10,266
      1,258
      -1,705
      5,618
      -1,716
      15,369
      7,990
      13,444
      -13,700
      -618
      4,192
      -145
      25,159
      228
      1,404,103
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 11,609,164
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 8,689,043 129,236,431 0.067234
2016 8,080,881 119,904,623 0.067394
2015 8,820,175 126,609,245 0.069665
2014 8,376,993 129,019,482 0.064928
2013 7,834,183 119,091,156 0.065783
2
Total of line 1, column (d) .....................
2
0.335004
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
0.067001
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
131,553,334
5
Multiply line 4 by line 3......................
5
8,814,205
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
128,836
7
Add lines 5 and 6........................
7
8,943,041
8
Enter qualifying distributions from Part XII, line 4,.............
8
8,703,700
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 1 257,672
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........................... 3 257,672
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- ..... 5 257,672
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 266,253
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 65,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 331,253
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 541
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 73,040
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet73,040 RefundedBullet 11 0
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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
     
    No
    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 atbulletOne South St Ste 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
    Michael J Hirschhorn President
    30.00
    95,907 43,549 0
    c/o AFS One South St 2950
    Baltimore,MD21202
    Elizabeth B Roswell Trustee & Vice President
    0.00
    0 0 0
    c/o AFS One South St 2950
    Baltimore,MD21202
    Arthur E Roswell Trustee & Vice President
    0.00
    0 0 0
    c/o AFS One South St 2950
    Baltimore,MD21202
    Sarah Shapiro Vice President
    0.00
    0 0 0
    c/o AFS One South St 2950
    Baltimore,MD21202
    Jill R Robinson Secretary
    0.00
    0 0 0
    c/o AFS One South St 2950
    Baltimore,MD21202
    Betsy Ringel Assistant Secretary
    0.00
    0 0 0
    c/o AFS One South St 2950
    Baltimore,MD21202
    Anne Patterson Treasurer
    0.00
    0 0 0
    c/o AFS One South St 2950
    Baltimore,MD21202
    Sandra L Glock Assistant Treasurer
    0.00
    0 0 0
    c/o AFS One South St 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
    Brenda Zlatin Program Officer
    37.50
    130,516 50,604 0
    One South Street 2900
    Baltimore,MD21202
    Betsy Ringel Exec.Director
    15.00
    98,579 27,151 0
    One South Street 2900
    Baltimore,MD21202
    Lara Hall Program Officer
    15.00
    56,414 9,615 0
    One South Street Ste 2900
    Baltimore,MD21202
    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 Inc Acct, Tax & Invest. 129,775
    One South Street 2950
    Baltimore,MD212023298
    Rockefeller & Company (via K-1) Investment Managemt 128,148
    30 Rockefeller Plaza Suite 5425
    New York,NY10112
    Pavilion Advisory Group Inv Counsel/Mgmt Fee 100,248
    500 West Madison St 2740
    Chicago,IL60661
    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
    129,715,907
    b
    Average of monthly cash balances.......................
    1b
    3,840,777
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    133,556,684
    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
    133,556,684
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    2,003,350
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    131,553,334
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    6,577,667
    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
    6,577,667
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    257,672
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    257,672
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    6,319,995
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    6,319,995
    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
    6,319,995
    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
    8,703,700
    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
    8,703,700
    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
    8,703,700
    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 6,319,995
    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...... 2,032,417
    b From 2014...... 2,085,659
    c From 2015...... 2,662,169
    d From 2016...... 2,278,278
    e From 2017...... 2,419,351
    fTotal of lines 3a through e........ 11,477,874
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 8,703,700
    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..... 6,319,995
    e Remaining amount distributed out of corpus 2,383,705
    5 Excess distributions carryover applied to 2018. 0 0
    (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 13,861,579
    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) ...
    2,032,417
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
    11,829,162
    10 Analysis of line 9:
    a Excess from 2014.... 2,085,659
    b Excess from 2015.... 2,662,169
    c Excess from 2016.... 2,278,278
    d Excess from 2017.... 2,419,351
    e Excess from 2018.... 2,383,705
    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:
    Michael J Hirschhorn Betsy Ringel
    BPG One South Street 2900
    Baltimore,MD212023334
    (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 contributions 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
    Active Minds Inc
    2001 South Street NW Suite 630
    Washington,DC20009
    N/A 501(c)(3) general support 40,000
    Advocates for Children and Youth Inc
    1 North Charles Street Suite 2400
    Baltimore,MD21202
    N/A 501(c)(3) general support 35,000
    Afro-Vegan Society
    6 East Lafayette Avenue
    Baltimore,MD21202
    N/A 501(c)(3) matching gift 100
    American Associates Ben-Gurion University of the Negev Inc
    1001 Avenue of the Americas 19th
    Floor
    New York,NY10018
    N/A 501(c)(3) support for scholarships for Bedouin undergraduates at the Ben-Gurion University of the Negev 40,000
    American Associates Ben-Gurion University of the Negev Inc
    1001 Avenue of the Americas 19th
    Floor
    New York,NY10018
    N/A 501(c)(3) support for start-up costs associated with equipping and staffing new faculty members at the Jacob Blaustein Institutes for Desert Research 200,000
    American Civil Liberties Union Foundation of Maryland
    Meadow Mill at Woodberry 3600
    Clipper Mill Road Suite 350
    Baltimore,MD21211
    N/A 501(c)(3) support for the Susan K. Goering Fund for Equality & Justice 10,000
    American Civil Liberties Union Foundation of Maryland
    Meadow Mill at Woodberry 3600
    Clipper Mill Road Suite 350
    Baltimore,MD21211
    N/A 501(c)(3) support for the ACLU Education Reform Project 75,000
    American Friends of ELI
    P O Box 12
    Merion Station,PA19066
    N/A 501(c)(3) renewed general support 25,000
    American Friends of ITIM
    c/o KJ Technology 247 West 36th
    Street Fifth Floor
    New York,NY10018
    N/A 501(c)(3) general support to promote religious freedom and pluralism 25,000
    American Friends of Tel Aviv University
    39 Broadway Suite 1510
    New York,NY10006
    N/A 501(c)(3) renewed support for the Environmental Justice Clinic 20,000
    American Friends Assoc for the Advancement of Community Centers in Israel
    1466 Manor Road
    Staten Island,NY10314
    N/A 501(c)(3) renewed support for the Excellence program for Bedouin high school students in the Negev 60,000
    American Friends of the Heschel Center Inc
    1814 Shady Avenue
    Pittsburgh,PA15217
    N/A 501(c)(3) renewed support to promote environmental leadership and educate for sustainability 30,000
    The American Jewish Committee
    The Jacob Blaustein Building 165
    East 56 Street
    New York,NY100222746
    N/A 501(c)(3) annual support for 2017 and 2018 100,000
    The American Jewish Joint Distribution Committee
    220 East 42nd Street
    New York,NY10017
    N/A 501(c)(3) renewed support for the Inter-Agency Task Force on Israeli Arab Issues 30,000
    The American Jewish Joint Distribution Committee
    220 East 42nd Street
    New York,NY10017
    N/A 501(c)(3) support for its work in Bedouin high schools and middle schools 25,000
    American Jewish World Service
    45 West 36th Street 10th Floor
    New York,NY100187904
    N/A 501(c)(3) renewed support for AJWS's early and child marriage program in India 100,000
    American Supporters of Yedid
    492c Cedar Lane 335
    Teaneck,NJ07666
    N/A 501(c)(3) renewed support for a network of Citizens' Rights Centers across the country 60,000
    American Visionary Art Museum Inc
    800 Key Highway
    Baltimore,MD212303940
    N/A 501(c)(3) general support 25,000
    Arts Every Day Inc
    120 West North Avenue Suite 303
    Baltimore,MD21201
    N/A 501(c)(3) general support 30,000
    The Associated Jewish Community Federation of Baltimore Inc
    101 West Mount Royal Avenue
    Baltimore,MD212015781
    N/A 501(c)(3) general support for the 2018 Annual Campaign 1,300,000
    The Associated Jewish Community Federation of Baltimore Inc
    101 West Mount Royal Avenue
    Baltimore,MD212015781
    N/A 501(c)(3) support for CHANA and its efforts to address abuse and other forms of interpersonal trauma in the Jewish community 35,000
    The Associated Jewish Community Federation of Baltimore Inc
    101 West Mount Royal Avenue
    Baltimore,MD212015781
    N/A 501(c)(3) support for three Hillel campus programs in the Baltimore metropolitan area (Goucher, Towson and UMBC) 45,000
    The Association of Baltimore Area Grantmakers
    2 East Read Street 2nd Floor
    Baltimore,MD212022470
    N/A 501(c)(3) general support through membership in 2018 9,060
    The Association of Baltimore Area Grantmakers
    2 East Read Street 2nd Floor
    Baltimore,MD212022470
    N/A 501(c)(3) support for the Maryland Environmental Health Network 65,000
    Asylum Access
    1611 Telegraph Avenue Suite 1111
    Oakland,CA94612
    N/A 501(c)(3) renewed support to assist refugees in accessing their rights 50,000
    AVODAH The Jewish Service Corps
    125 Maiden Lane 8 c/o Makom Hadesh
    New York,NY10038
    N/A 501(c)(3) renewed general support 75,000
    Baltimore Clayworks Inc
    5707 Smith Avenue
    Baltimore,MD21209
    N/A 501(c)(3) general support 60,000
    Baltimore Educational Scholarship Trust
    808 North Charles Street Suite
    200-C
    Baltimore,MD212015308
    N/A 501(c)(3) general support 25,000
    The Baltimore Symphony Orchestra
    1212 Cathedral Street
    Baltimore,MD212015545
    N/A 501(c)(3) support for education programming for school and family groups 35,000
    Baltimore Teacher Supply Swap
    1794 Union Avenue
    Baltimore,MD21211
    N/A 501(c)(3) general support 10,000
    Bend the Arc A Jewish Partnership for Justice
    330 Seventh Avenue 19th Floor
    New York,NY100015010
    N/A 501(c)(3) renewed general support to promote collaboration that advances social justice as a core expression of Jewish values 35,000
    Bend the Arc A Jewish Partnership for Justice
    330 Seventh Avenue 19th Floor
    New York,NY100015010
    N/A 501(c)(3) renewed support to engage Jews in promoting economic opportunity and social justice for all Americans 100,000
    Beth Am Synagogue
    2501 Eutaw Place
    Baltimore,MD21217
    N/A 501(c)(3) matching gift 1,600
    Breast Cancer Prevention Partners
    1388 Sutter Street Suite 400
    San Francisco,CA941095400
    N/A 501(c)(3) general support 60,000
    Bromo Tower Arts & Entertainment Inc
    218 West Saratoga Street Second
    Floor
    Baltimore,MD21201
    N/A 501(c)(3) general support 12,500
    Business Volunteers Maryland
    1201 South Sharp Street Suite 302
    Baltimore,MD212303702
    N/A 501(c)(3) support for the PENCIL business-school partnership program 35,000
    Center for Health and Gender Equity
    1317 F Street NW Suite 400
    Washington,DC20004
    N/A 501(c)(3) renewed support for activities to promote reproductive health and rights within U.S. international policy 25,000
    Center for Reproductive Rights
    199 Water Street 22nd Floor
    New York,NY10038
    N/A 501(c)(3) renewed support for the Global Program 30,000
    Chai Lifeline Inc
    151 West 30th Street Floor 3
    New York,NY100014007
    N/A 501(c)(3) support for the Mid-Atlantic regional office 30,000
    Charm City Care Connection
    1212 North Wolfe Street
    Baltimore,MD21213
    N/A 501(c)(3) general support 25,000
    Chesapeake Shakespeare Company
    7 South Calvert Street
    Baltimore,MD21202
    N/A 501(c)(3) support for the school matinee program 15,000
    City Neighbors Foundation
    4301 Raspe Avenue
    Baltimore,MD212061913
    N/A 501(c)(3) support for the promotion of progressive education practices in Baltimore City public schools 20,000
    Community Law in Action Inc
    520 West Fayette Street
    Baltimore,MD212011781
    N/A 501(c)(3) matching gift 200
    Community Law in Action Inc
    520 West Fayette Street
    Baltimore,MD212011781
    N/A 501(c)(3) matching gift 100
    Compassion Over Killing
    PO Box 9773
    Washington,DC20016
    N/A 501(c)(3) matching gift 200
    Comprehensive Housing Assistance Inc
    5809 Park Heights Avenue
    Baltimore,MD21215
    N/A 501(c)(3) support for the School-Community Partnerships Program 25,000
    Confluence Philanthropy
    475 Riverside Drive Suite 900
    New York,NY10115
    N/A 501(c)(3) general support through membership in 2019 1,000
    Confluence Philanthropy
    475 Riverside Drive Suite 900
    New York,NY10115
    N/A 501(c)(3) general support through membership in 2018 1,000
    Consumer Health First
    PO Box 59202
    Potomac,MD208599202
    N/A 501(c)(3) general support 50,000
    Creative Alliance
    3134 Eastern Avenue
    Baltimore,MD212243963
    N/A 501(c)(3) general support 20,000
    Culture Shock Washington DC Inc
    606 Shore Acres Road
    Arnold,MD210121647
    N/A 501(c)(3) matching gift 1,000
    Digital Harbor Foundation
    1045 Light Street
    Baltimore,MD21230
    N/A 501(c)(3) support for the Center of Excellence for Innovation in Technology Education 25,000
    Disability Rights International
    1666 Connecticut Avenue NW Suite
    325
    Washington,DC20009
    N/A 501(c)(3) renewed general support to promote the human rights of people with mental disabilities worldwide 55,000
    Ecopeace Friends of the Earth Middle East
    c/o Mary Alexander 6534 Spring
    Valley Drive
    Alexandria,VA22312
    N/A 501(c)(3) renewed support for the project "Advancing Sanitation Solutions Along the Hebron-Negev-Gaza Basin" 30,000
    Encounter Programs Inc
    25 Broadway Suite 1700
    New York,NY100041010
    N/A 501(c)(3) renewed general support and special support to meet the Project Accelerate match 75,000
    Enoch Pratt Free Library of Baltimore City
    400 Cathedral Street
    Baltimore,MD212014484
    N/A 501(c)(3) support for the Branch Improvement Fund 30,000
    Environmental Integrity Project
    1000 Vermont Avenue NW Suite 1100
    Washington,DC20005
    N/A 501(c)(3) support for the Baltimore Environmental Justice Campaign 40,000
    Environmental Working Group
    1436 U Street NW Suite 100
    Washington,DC20009
    N/A 501(c)(3) support for the Science Program 65,000
    The Everyman Theatre Inc
    315 West Fayette Street
    Baltimore,MD21201
    N/A 501(c)(3) general support and support for education programs 35,000
    Farm Animal Rights Movement
    10101 Ashburton Lane
    Bethesda,MD20817
    N/A 501(c)(3) matfching gift 100
    Federation of Jewish Men's Clubs
    475 Riverside Drive Suite 832
    New York,NY101150022
    N/A 501(c)(3) renewed support for the "Keruv Initiative" 10,000
    Firelight Foundation
    903 Pacific Avenue Suite 307A
    Santa Cruz,CA95060
    N/A 501(c)(3) renewed general support for the International Education Funders Group 1,000
    Fish Feel
    1200 Tanley Road
    Silver Spring,MD209042160
    N/A 501(c)(3) matching gift 200
    Footsteps
    114 John Street 930
    New York,NY102729948
    N/A 501(c)(3) support for programs that assist ultra-Orthodox Jews to explore life beyond their insular communities 35,000
    Foundation for National Progress
    222 Sutter Street Suite 600
    San Francisco,CA941084457
    N/A 501(c)(3) mactching gift 200
    Fractured Atlas
    248 West 35th Street 10th Floor
    New York,NY10001
    N/A 501(c)(3) matching gift for A Revolutionary Summer 300
    Friends of Baltimore City Public Schools Great Kids Farm Foundation
    6601 Baltimore National Pike
    Catonsville,MD21228
    N/A 501(c)(3) general support 15,000
    Friends of Hilltop Hanover Farm and Environmental Center
    1271 Hanover Street
    Yorktown Heights,NY10598
    N/A 501(c)(3) matching gift 100
    Friends of Israel's Environment
    4182 Beck Avenue
    Studio City,CA91604
    N/A 501(c)(3) renewed support for environmental litigation and advocacy and for the Chemicals of Concern project 85,000
    Friends of the Arava Institute
    1320 Centre Street Suite 206
    Newton Centre,MA02459
    N/A 501(c)(3) renewed scholarship support for Jordanian and Palestinian graduate students in their preparatory year at the Arava Institute before continuing their studies at the Jacob Blaustein Institutes for Desert Research in Sde Boker, Israel 50,000
    Friends School of Baltimore
    5114 North Charles Street
    Baltimore,MD212102096
    N/A 501(c)(3) matching gift 200
    Fund for Educational Excellence
    800 North Charles Street Suite 400
    Baltimore,MD21201
    N/A 501(c)(3) support for Building A Generation: City Schools' Blueprint for Success, a four-year effort to improve student outcomes and change district culture and practice 100,000
    Fund for Educational Excellence
    800 North Charles Street Suite 400
    Baltimore,MD21201
    N/A 501(c)(3) general support 50,000
    Fund for Educational Excellence
    800 North Charles Street Suite 400
    Baltimore,MD21201
    N/A 501(c)(3) matching gift 1,000
    Fund for Global Human Rights
    1301 Connecticut Avenue NW Suite
    400
    Washington,DC20036
    N/A 501(c)(3) renewed general support to make grants to local and regional human rights groups around the world 125,000
    Funders for Reproductive Equity
    PO Box 750
    Rockville,MD208480750
    N/A 501(c)(3) general support through membership for 2018 1,375
    Fusion Partnerships Inc
    1601 Guilford Avenue 2 South
    Baltimore,MD212022877
    N/A 501(c)(3) matching gift for Baltimore CeaseFire 300
    Fusion Partnerships Inc
    1601 Guilford Avenue 2 South
    Baltimore,MD212022877
    N/A 501(c)(3) support for the Teachers' Democracy Project to equip teachers with the skills to create restorative classrooms in their schools 25,000
    Fusion Partnerships Inc
    1601 Guilford Avenue 2 South
    Baltimore,MD212022877
    N/A 501(c)(3) support for the Intercultural Counseling Connection 30,000
    Govans Ecumenical Development Corporation
    1010 East 33rd Street
    Baltimore,MD21218
    N/A 501(c)(3) matching gift 3,000
    Grantmakers Concerned with Immigrants and Refugees
    P O Box 1100
    Sebastopol,CA954731100
    N/A 501(c)(3) general support through membership in 2018/19 1,000
    Grantmakers for Education
    700 SW 5th Avenue Suite 4000
    Portland,OR97204
    N/A 501(c)(3) general support through membership 2,250
    Grantmakers in Health
    1100 Connecticut Avenue NW Suite
    1200
    Washington,DC20036
    N/A 501(c)(3) general support through membership 3,160
    Greater Baltimore Cultural Alliance
    120 West North Avenue Suite 305
    Baltimore,MD212015833
    N/A 501(c)(3) general support 17,500
    Greater Baltimore Cultural Alliance
    120 West North Avenue Suite 305
    Baltimore,MD212015833
    N/A 501(c)(3) support for the strategic planning process to match a challenge grant from the France-Merrick Foundation 7,500
    Green & Healthy Homes Initiative Inc
    2714 Hudson Street
    Baltimore,MD212244716
    N/A 501(c)(3) support for GHHI's national policy agenda 35,000
    Hazon Inc
    125 Maiden Lane Suite 8B
    New York,NY10038
    N/A 501(c)(3) renewed general support 70,000
    HIAS
    1300 Spring Street
    Silver Spring,MD20910
    N/A 501(c)(3) renewed general support 30,000
    Hillel International
    800 Eighth Street NW
    Washington,DC200013724
    N/A 501(c)(3) renewed support for the Ask Big Questions program 50,000
    Hillel International
    800 Eighth Street NW
    Washington,DC200013724
    N/A 501(c)(3) support for Base 45,000
    Historic East Baltimore Community Action Coalition Inc
    1212 North Wolfe Street
    Baltimore,MD21213
    N/A 501(c)(3) support for Healthy Minds at Work, a mental health program for young adults enrolled in the Youth Opportunity Center 40,000
    Holistic Life Foundation Inc
    2601 North Howard Street Suite 130
    Baltimore,MD21218
    N/A 501(c)(3) support for mindfulness programming in Baltimore City schools 32,500
    Human Rights Campaign Foundation
    1640 Rhode Island Avenue NW
    Washington,DC20036
    N/A 501(c)(3) matching gift 200
    The Ingenuity Project
    Baltimore Polytechnic Institute
    1400 West Cold Spring Lane Room 337
    Baltimore,MD21209
    N/A 501(c)(3) general support 35,000
    Jewish Community Foundation of Greater Mercer
    4 Princess Road Suite 211
    Lawrenceville,NJ08648
    N/A 501(c)(3) matching gift 5,000
    Jewish Council for Public Affairs
    116 East 27th Street 10th Floor
    New York,NY10016
    N/A 501(c)(3) renewed support to promote nuanced dialogue in the Jewish community about the Palestinian-Israel conflict 175,000
    Jewish Funders Network
    150 West 30th Street Suite 900
    New York,NY10001
    N/A 501(c)(3) renewed general support through membership 8,000
    Jews United for Justice
    1100 H Street NW Suite 630
    Washington,DC20005
    N/A 501(c)(3) renewed support for activities in Baltimore and for the Jeremiah Fellowship in Baltimore 50,000
    The Johns Hopkins University
    3400 North Charles Street
    Baltimore,MD21218
    N/A 501(c)(3) support for the Baltimore Education Research Consortium 25,000
    Johns Hopkins University-Peabody Institute
    1 East Mount Vernon Place
    Baltimore,MD212022397
    N/A 501(c)(3) support for the Tuned-In Initiative 20,000
    JOIN for Justice
    359 Boylston Street Fourth Floor
    Boston,MA02116
    N/A 501(c)(3) renewed general support and support to meet a challenge grant 45,000
    Kitchen Table Campaigns
    641 S Street NW 3rd Floor
    Washington,DC20001
    N/A 501(c)(3) support for the Safer Chemicals, Healthy Families campaign 50,000
    Lawrence University
    711 East Boldt Way SPC 1847
    Appleton,WI54911
    N/A 501(c)(3) matching gift 200
    Let's Breakthrough Inc
    4 West 43rd Street Suite 715
    New York,NY10036
    N/A 501(c)(3) renewed support for its work to promote women's human rights in India 25,000
    Live Baltimore Home Center
    343 North Charles Street
    Baltimore,MD21210
    N/A 501(c)(3) support for Way to Stay, an effort to educate families about school options in Baltimore City 20,000
    Maryland Association of Nonprofit Organizations
    1500 Union Avenue Suite 2500
    Baltimore,MD21211
    N/A 501(c)(3) general support 25,000
    Maryland Center on Economic Policy
    1800 North Charles Street Suite 406
    Baltimore,MD21201
    N/A 501(c)(3) general support 20,000
    Maryland Citizens' Health Initiative Education Fund Inc
    2600 Saint Paul Street
    Baltimore,MD21218
    N/A 501(c)(3) general support 75,000
    Maryland Institute College of Art
    1300 West Mount Royal Avenue
    Baltimore,MD212174191
    N/A 501(c)(3) support for the Master of Fine Arts in Community Arts program 40,000
    Maryland League of Conservation Voters Education Fund
    30 West Street Suite C
    Annapolis,MD21401
    N/A 501(c)(3) support for Chispa Maryland 30,000
    Maryland Pesticide Education Network
    544 Epping Forest Road
    Annapolis,MD21401
    N/A 501(c)(3) general support 50,000
    Maryland Public Interest Research Foundation
    2209 Maryland Avenue Suite D
    Baltimore,MD21218
    N/A 501(c)(3) support for the Toxics and Environmental Health advocacy program 30,000
    MEET International Inc
    177 Huntington Avenue Suite 1703
    Boston,MA02115
    N/A 501(c)(3) renewed support for programs that bring together Jewish and Arab teens to explore the world of technology and entrepreneurship 40,000
    Mental Health Association of Maryland Inc
    1301 York Road Suite 505
    Lutherville,MD210936008
    N/A 501(c)(3) support for the Older Adult Program 50,000
    NAMI Maryland Inc
    10630 Little Patuxent Parkway Suite
    475
    Columbia,MD21044
    N/A 501(c)(3) general support 15,000
    National Caucus of Environmental Legislators
    1228 31st Street NW Suite 110
    Washington,DC20007
    N/A 501(c)(3) general support 45,000
    National Center for Family Philanthropy
    1667 K Street NW Suite 550
    Washington,DC20006
    N/A 501(c)(3) general support through the Friends of the Family program 2,500
    National Health Law Program
    3701 Wilshire Boulevard Suite 750
    Los Angeles,CA90010
    N/A 501(c)(3) support for efforts to secure and protect equitable access to public health care programs for low-income people 65,000
    National Women's Health Network
    1413 K Street NW 4th Floor
    Washington,DC20005
    N/A 501(c)(3) support for the "Raising Women's Voices for the Health Care We Need" project 30,000
    Natural Resources Defense Council
    40 West 20th Street
    New York,NY10011
    N/A 501(c)(3) matching gift 400
    New Israel Fund
    6 East 39th Street Suite 301
    New York,NY10016
    N/A 501(c)(3) renewed support for the Israel Center for Educational Innovation 60,000
    New Israel Fund
    6 East 39th Street Suite 301
    New York,NY10016
    N/A 501(c)(3) renewed support for the Israel Religious Action Center 75,000
    New Israel Fund
    6 East 39th Street Suite 301
    New York,NY10016
    N/A 501(c)(3) renewed support for AJEEC-NISPED 100,000
    New Israel Fund
    6 East 39th Street Suite 301
    New York,NY10016
    N/A 501(c)(3) renewed support for Hagar: Jewish-Arab Educaiton for Equality 25,000
    New Israel Fund
    6 East 39th Street Suite 301
    New York,NY10016
    N/A 501(c)(3) support for the Tamar Center 20,000
    New Israel Fund
    6 East 39th Street Suite 301
    New York,NY10016
    N/A 501(c)(3) support for the Sapir Academic College 75,000
    New Israel Fund
    6 East 39th Street Suite 301
    New York,NY10016
    N/A 501(c)(3) renewed support for Shatil's activities in the Negev 75,000
    New Israel Fund
    6 East 39th Street Suite 301
    New York,NY10016
    N/A 501(c)(3) renewed support for the Association for Civil Rights in Israel 25,000
    New Israel Fund
    6 East 39th Street Suite 301
    New York,NY10016
    N/A 501(c)(3) renewed support for Bimkom - Planners for Planning Rights 75,000
    New Israel Fund
    6 East 39th Street Suite 301
    New York,NY10016
    N/A 501(c)(3) support for Al-Sanabel 100,000
    New Israel Fund
    6 East 39th Street Suite 301
    New York,NY10016
    N/A 501(c)(3) support for Sikkuy 50,000
    New Israel Fund
    6 East 39th Street Suite 301
    New York,NY10016
    N/A 501(c)(3) renewed support for Yad L'Isha Legal Aid Center and Hotline 25,000
    New Israel Fund
    6 East 39th Street Suite 301
    New York,NY10016
    N/A 501(c)(3) renewed support for the Center for Women's Justice 25,000
    New Israel Fund
    6 East 39th Street Suite 301
    New York,NY10016
    N/A 501(c)(3) renewed support for the ANU Center for Strategic Media 15,000
    New Israel Fund
    6 East 39th Street Suite 301
    New York,NY10016
    N/A 501(c)(3) renewed support for Green Course 30,000
    New Israel Fund
    6 East 39th Street Suite 301
    New York,NY10016
    N/A 501(c)(3) renewed support for Tevel B'Tzedek: An Israeli Non-Profit Organization for Social and Environmental Justice 25,000
    New Israel Fund
    6 East 39th Street Suite 301
    New York,NY10016
    N/A 501(c)(3) renewed support for the Hotline for Refugee and Migrants 30,000
    New Israel Fund
    6 East 39th Street Suite 301
    New York,NY10016
    N/A 501(c)(3) renewed support for Bizchut, The Israel Human Rights Center for People with Disabilities 25,000
    New Leaders
    30 West 26th Street 2nd Floor
    New York,NY10010
    N/A 501(c)(3) support for New Leaders-Baltimore, a program to recruit and train high caliber principals to serve in Baltimore City public schools 50,000
    New Israel Fund
    6 East 39th Street Suite 301
    New York,NY10016
    N/A 501(c)(3) renewed support for Olim Beyahad: Rising Up Together 30,000
    Open Works
    1400 Greenmount Avenue
    Baltimore,MD21202
    N/A 501(c)(3) support for educational programming for children and youth 15,000
    Our Hen House
    77 Park Terrace East D19
    New York,NY10034
    N/A 501(c)(3) matching gift 200
    PEF Israel Endowment Funds Inc
    630 Third Avenue 15th Floor
    New York,NY10017
    N/A 501(c)(3) renewed support for Desert Stars 50,000
    PEF Israel Endowment Funds Inc
    630 Third Avenue 15th Floor
    New York,NY10017
    N/A 501(c)(3) support for Merchavim - The Institute for the Advancement of Shared Citizenship in Israel 25,000
    PEF Israel Endowment Funds Inc
    630 Third Avenue 15th Floor
    New York,NY10017
    N/A 501(c)(3) support for the Edmond de Rothschild Partnerships for Israeli Hope in Academia, a diversity initiative for Israeli higher education 50,000
    PEF Israel Endowment Funds Inc
    630 Third Avenue 15th Floor
    New York,NY10017
    N/A 501(c)(3) renewed support for Matan - Investing in the Community for Co-Impact - Partnership for Arab Employment 50,000
    Palestinian Internship Program
    c/o Yadin Kaufmann 145 West 67th
    Street
    New York,NY10023
    N/A 501(c)(3) general support to bring Palestinians from East Jerusalem and the West Bank to intern in Israeli companies 25,000
    Palestinian Internship Program
    c/o Yadin Kaufmann 145 West 67th
    Street
    New York,NY10023
    N/A 501(c)(3) general support to bring Palestinians from East Jerusalem and the West Bank to intern in Israeli companies 10,000
    Pearlstone Conference and Retreat Center Inc
    5425 Mount Gilead Road
    Reisterstown,MD21136
    N/A 501(c)(3) capital support for improvements to its facilities 200,000
    Planned Parenthood of Maryland Inc
    330 North Howard Street
    Baltimore,MD21201
    N/A 501(c)(3) matching gift 200
    The Pro Bono Counseling Project Inc
    110 West Road Suite 202
    Baltimore,MD21204
    N/A 501(c)(3) general support 35,000
    Pro Publica Inc
    155 Avenue of the Americas 13th
    Floor
    New York,NY10013
    N/A 501(c)(3) matching gift 200
    Proteus Fund
    15 Research Drive Suite B
    Amherst,MA01002
    N/A 501(c)(3) renewed support for the Human Rights Funders Network 40,000
    Public Justice Center
    1 North Charles Street Suite 200
    Baltimore,MD21201
    N/A 501(c)(3) support for the Access to Health and Public Benefits Project 65,000
    Religious Action Center of Reform Judaism
    2027 Massachusetts Avenue NW
    Washington,DC20036
    N/A 501(c)(3) renewed general support 70,000
    Restorative Response Baltimore
    1500 Union Avenue Suite 2700
    Baltimore,MD212111989
    N/A 501(c)(3) support to train Baltimore City school staff in restorative practices and to offer the community conferencing model as an intervention 50,000
    Roberta's House Inc
    2510 St Paul Street First Floor
    Baltimore,MD21218
    N/A 501(c)(3) general support 25,000
    Roberta's House Inc
    2510 St Paul Street First Floor
    Baltimore,MD21218
    N/A 501(c)(3) support for the capital campaign 150,000
    Shalom Hartman Institute of North America
    475 Riverside Drive Suite 1450
    New York,NY10115
    N/A 501(c)(3) renewed support for I-Engage Campus Programming 50,000
    Sierra Club Foundation
    2101 Webster Street Suite 1250
    Oakland,CA94612
    N/A 501(c)(3) support for the Maryland Clean Energy Campaign 25,000
    Single Carrot Theatre
    2600 North Howard Street Suite 1200
    Baltimore,MD21218
    N/A 501(c)(3) general support 10,000
    Station North Arts & Entertainment Inc
    120 West North Avenue Suite 307
    Baltimore,MD21201
    N/A 501(c)(3) general support 15,000
    Strategic Education Research Partnership
    1100 Connecticut Avenue NW Suite
    1310
    Washington,DC200364119
    N/A 501(c)(3) support for the STARI Baltimore project 25,000
    Strong City Baltimore Inc
    3503 North Charles Street
    Baltimore,MD212182405
    N/A 501(c)(3) matching gift for the Youth Empowered Society 100
    Strong City Baltimore Inc
    3503 North Charles Street
    Baltimore,MD212182405
    N/A 501(c)(3) matching gift 850
    Strong City Baltimore Inc
    3503 North Charles Street
    Baltimore,MD212182405
    N/A 501(c)(3) support for Baltimore Corps 25,000
    Tahirih Justice Center
    6402 Arlington Boulevard Suite 300
    Falls Church,VA220422333
    N/A 501(c)(3) renewed general support for legal advocacy on behalf of refugee women and girls fleeing gender-based violence in Baltimore, DC, Houston and San Francisco 50,000
    Teach For America Inc
    Baltimore Office 2601 North Howard
    Street Suite 300
    Baltimore,MD21218
    N/A 501(c)(3) general support 50,000
    Tivnu Building Justice
    7971 SE 11th Avenue
    Portland,OR97202
    N/A 501(c)(3) renewed support for a gap year program in community housing and development for Jewish young adults 25,000
    Toxic Free Future
    4649 Sunnyside Avenue N 540
    Seattle,WA981036963
    N/A 501(c)(3) support for Safer States 25,000
    University of California
    200 McAllister Street
    San Francisco,CA941024978
    N/A 501(c)(3) renewed support for the Center for Gender and Refugee Studies at the Hastings College of Law 25,000
    Urban Justice Center
    40 Rector Street 9th Floor
    New York,NY10006
    N/A 501(c)(3) renewed support for the International Refugee Assistance Project 75,000
    Urban Teachers
    1800 Washington Boulevard Suite 411
    Baltimore,MD21230
    N/A 501(c)(3) support for the teacher training and certification program in Baltimore City 50,000
    Virginia Organizing
    703 Concord Avenue
    Charlottesville,VA229035208
    N/A 501(c)(3) general support through membership in the Health and Environmental Funders Network 1,875
    Wide Angle Youth Media Inc
    2601 North Howard Street Suite 160
    Baltimore,MD21218
    N/A 501(c)(3) matching gift 100
    Wide Angle Youth Media Inc
    2601 North Howard Street Suite 160
    Baltimore,MD21218
    N/A 501(c)(3) matching gift 200
    WITNESS
    80 Hanson Place 5th Floor
    Brooklyn,NY11217
    N/A 501(c)(3) renewed general support 35,000
    Women's Voices For The Earth
    PO Box 8743
    Missoula,MT59807
    N/A 501(c)(3) general support 25,000
    World Union for Progressive Judaism Ltd
    633 Third Avenue
    New York,NY100176778
    N/A 501(c)(3) renewed support for the young leadership development program in the FSU 110,000
    Y of Central Maryland Inc
    303 West Chesapeake Avenue
    Baltimore,MD212044406
    N/A 501(c)(3) capital support for the renovation and expansion of the Weinberg Y in Waverly, as part of the "Invest in Baltimore's Future" campaign 120,000
    Yeshivat Maharat
    3700 Henry Hudson Parkway 2nd Floor
    Riverdale,NY10463
    N/A 501(c)(3) renewed support to educate and train women as Jewish spiritual leaders 50,000
    Young Audiences of Maryland Inc
    2600 North Howard Street Suite 1300
    Baltimore,MD21218
    N/A 501(c)(3) general support for programming in Baltimore City and support for the Access for All program 50,000
    Young Audiences of Maryland Inc
    2600 North Howard Street Suite 1300
    Baltimore,MD21218
    N/A 501(c)(3) matching gift 1,000
    Total .................................bullet 3a 7,964,470
    bApproved for future payment
    American Associates Ben-Gurion University of the Negev Inc
    1001 Avenue of the Americas 19th
    Floor
    New York,NY10018
    N/A 501(c)(3) support for scholarships for Bedouin undergraduates at the Ben-Gurion University of the Negev 60,000
    American Civil Liberties Union Foundation of Maryland
    Meadow Mill at Woodberry 3600
    Clipper Mill Road Suite 350
    Baltimore,MD21211
    N/A 501(c)(3) support for the ACLU Education Reform Project 75,000
    American Friends of ELI
    P O Box 12
    Merion Station,PA19066
    N/A 501(c)(3) renewed general support 25,000
    American Friends of ITIM
    c/o KJ Technology 247 West 36th
    Street Fifth Floor
    New York,NY10018
    N/A 501(c)(3) general support to promote religious freedom and pluralism 25,000
    The American Jewish Joint Distribution Committee
    220 East 42nd Street
    New York,NY10017
    N/A 501(c)(3) support for its work in Bedouin high schools and middle schools 25,000
    The American Jewish Joint Distribution Committee
    220 East 42nd Street
    New York,NY10017
    N/A 501(c)(3) renewed support for the Inter-Agency Task Force on Israeli Arab Issues 30,000
    American Supporters of Yedid
    492c Cedar Lane 335
    Teaneck,NJ07666
    N/A 501(c)(3) renewed support for a network of Citizens' Rights Centers across the country 50,000
    American Visionary Art Museum Inc
    800 Key Highway
    Baltimore,MD212303940
    N/A 501(c)(3) general support 25,000
    The Associated Jewish Community Federation of Baltimore Inc
    101 West Mount Royal Avenue
    Baltimore,MD212015781
    N/A 501(c)(3) support for the Centennial Campaign 500,000
    The Associated Jewish Community Federation of Baltimore Inc
    101 West Mount Royal Avenue
    Baltimore,MD212015781
    N/A 501(c)(3) support for three Hillel campus programs in the Baltimore metropolitan area (Goucher, Towson and UMBC) 45,000
    The Associated Jewish Community Federation of Baltimore Inc
    101 West Mount Royal Avenue
    Baltimore,MD212015781
    N/A 501(c)(3) general support for the 2019 Annual Campaign 1,300,000
    The Associated Jewish Community Federation of Baltimore Inc
    101 West Mount Royal Avenue
    Baltimore,MD212015781
    N/A 501(c)(3) support for CHANA and its efforts to address abuse and other forms of interpersonal trauma in the Jewish community 35,000
    Asylum Access
    1611 Telegraph Avenue Suite 1111
    Oakland,CA94612
    N/A 501(c)(3) renewed support to assist refugees in accessing their rights 40,000
    Bend the Arc A Jewish Partnership for Justice
    330 Seventh Avenue 19th Floor
    New York,NY100015010
    N/A 501(c)(3) renewed general support to promote collaboration that advances social justice as a core expression of Jewish values 35,000
    Center for Reproductive Rights
    199 Water Street 22nd Floor
    New York,NY10038
    N/A 501(c)(3) renewed support for the Global Program 30,000
    City Neighbors Foundation
    4301 Raspe Avenue
    Baltimore,MD212061913
    N/A 501(c)(3) support for the promotion of progressive education practices in Baltimore City public schools 20,000
    Comprehensive Housing Assistance Inc
    5809 Park Heights Avenue
    Baltimore,MD21215
    N/A 501(c)(3) support for the School-Community Partnerships Program 25,000
    Creative Alliance
    3134 Eastern Avenue
    Baltimore,MD212243963
    N/A 501(c)(3) general support 20,000
    Disability Rights International
    1666 Connecticut Avenue NW Suite
    325
    Washington,DC20009
    N/A 501(c)(3) renewed general support to promote the human rights of people with mental disabilities worldwide 55,000
    Encounter Programs Inc
    25 Broadway Suite 1700
    New York,NY100041010
    N/A 501(c)(3) renewed general support ($100,000 over two years) and special support to meet the Project Accelerate match ($50,000 over two years) 75,000
    Environmental Integrity Project
    1000 Vermont Avenue NW Suite 1100
    Washington,DC20005
    N/A 501(c)(3) support for the Baltimore Environmental Justice Campaign 40,000
    Environmental Working Group
    1436 U Street NW Suite 100
    Washington,DC20009
    N/A 501(c)(3) support for the Science Program 65,000
    The Everyman Theatre Inc
    315 West Fayette Street
    Baltimore,MD21201
    N/A 501(c)(3) general support ($50,000) and support for education programs ($20,000) 35,000
    Fund for Educational Excellence
    800 North Charles Street Suite 400
    Baltimore,MD21201
    N/A 501(c)(3) general support 50,000
    Fund for Global Human Rights
    1301 Connecticut Avenue NW Suite
    400
    Washington,DC20036
    N/A 501(c)(3) renewed general support to make grants to local and regional human rights groups around the world 125,000
    Green & Healthy Homes Initiative Inc
    2714 Hudson Street
    Baltimore,MD212244716
    N/A 501(c)(3) support for GHHI's national policy agenda 35,000
    Hazon Inc
    125 Maiden Lane Suite 8B
    New York,NY10038
    N/A 501(c)(3) renewed general support 110,000
    The Ingenuity Project
    Baltimore Polytechnic Institute
    1400 West Cold Spring Lane Room 337
    Baltimore,MD21209
    N/A 501(c)(3) general support 35,000
    Let's Breakthrough Inc
    4 West 43rd Street Suite 715
    New York,NY10036
    N/A 501(c)(3) renewed support for its work to promote women's human rights in India 25,000
    Live Baltimore Home Center
    343 North Charles Street
    Baltimore,MD21210
    N/A 501(c)(3) support for Way to Stay, an effort to educate families about school options in Baltimore City 20,000
    Maryland Institute College of Art
    1300 West Mount Royal Avenue
    Baltimore,MD212174191
    N/A 501(c)(3) support for the Master of Fine Arts in Community Arts program 40,000
    Maryland League of Conservation Voters Education Fund
    30 West Street Suite C
    Annapolis,MD21401
    N/A 501(c)(3) support for Chispa Maryland 30,000
    MEET International Inc
    177 Huntington Avenue Suite 1703
    Boston,MA02115
    N/A 501(c)(3) renewed support for programs that bring together Jewish and Arab teens to explore the world of technology and entrepreneurship 40,000
    National Health Law Program
    3701 Wilshire Boulevard Suite 750
    Los Angeles,CA90010
    N/A 501(c)(3) support for efforts to secure and protect equitable access to public health care programs for low-income people 65,000
    New Israel Fund
    6 East 39th Street Suite 301
    New York,NY10016
    N/A 501(c)(3) renewed support for Tevel B'Tzedek: An Israeli Non-Profit Organization for Social and Environmental Justice 25,000
    New Israel Fund
    6 East 39th Street Suite 301
    New York,NY10016
    N/A 501(c)(3) renewed support for the Hotline for Refugees and Migrants 25,000
    New Israel Fund
    6 East 39th Street Suite 301
    New York,NY10016
    N/A 501(c)(3) renewed support for Bizchut, The Israel Human Rights Center for People with Disabilities 13,000
    New Israel Fund
    6 East 39th Street Suite 301
    New York,NY10016
    N/A 501(c)(3) renewed support for the Israel Center for Educational Innovation 60,000
    New Israel Fund
    6 East 39th Street Suite 301
    New York,NY10016
    N/A 501(c)(3) renewed support for the Israel Religious Action Center 75,000
    New Israel Fund
    6 East 39th Street Suite 301
    New York,NY10016
    N/A 501(c)(3) renewed support for AJEEC-NISPED 100,000
    New Israel Fund
    6 East 39th Street Suite 301
    New York,NY10016
    N/A 501(c)(3) renewed support for Hagar: Jewish-Arab Education for Equality 35,000
    New Israel Fund
    6 East 39th Street Suite 301
    New York,NY10016
    N/A 501(c)(3) renewed support for Olim Beyahad: Rising Up Together 30,000
    New Israel Fund
    6 East 39th Street Suite 301
    New York,NY10016
    N/A 501(c)(3) support for the Sapir Academic College 75,000
    New Israel Fund
    6 East 39th Street Suite 301
    New York,NY10016
    N/A 501(c)(3) renewed support for Shatil's activities in the Negev 75,000
    New Israel Fund
    6 East 39th Street Suite 301
    New York,NY10016
    N/A 501(c)(3) renewed support for the Association for Civil Rights in Israel 25,000
    New Israel Fund
    6 East 39th Street Suite 301
    New York,NY10016
    N/A 501(c)(3) renewed support for Bimkom - Planners for Planning Rights 75,000
    PEF Israel Endowment Funds Inc
    630 Third Avenue 15th Floor
    New York,NY10017
    N/A 501(c)(3) renewed support for Matan - Investing in the Community for Co-Impact - Partnership for Arab Employment 50,000
    Palestinian Internship Program
    c/o Yadin Kaufmann 145 West 67th
    Street
    New York,NY10023
    N/A 501(c)(3) general support to bring Palestinians from East Jerusalem and the West Bank to intern in Israeli companies 25,000
    The Pro Bono Counseling Project Inc
    110 West Road Suite 202
    Baltimore,MD21204
    N/A 501(c)(3) general support 35,000
    Proteus Fund
    15 Research Drive Suite B
    Amherst,MA01002
    N/A 501(c)(3) renewed support for the Human Rights Funders Network 35,000
    Public Justice Center
    1 North Charles Street Suite 200
    Baltimore,MD21201
    N/A 501(c)(3) support for the Access to Health and Public Benefits Project 65,000
    Religious Action Center of Reform Judaism
    2027 Massachusetts Avenue NW
    Washington,DC20036
    N/A 501(c)(3) renewed general support 70,000
    Restorative Response Baltimore
    1500 Union Avenue Suite 2700
    Baltimore,MD212111989
    N/A 501(c)(3) support to train Baltimore City school staff in restorative practices and to offer the community conferencing model as an intervention 50,000
    Roberta's House Inc
    2510 St Paul Street First Floor
    Baltimore,MD21218
    N/A 501(c)(3) general support 25,000
    Sierra Club Foundation
    2101 Webster Street Suite 1250
    Oakland,CA94612
    N/A 501(c)(3) support for the Maryland Clean Energy Campaign 25,000
    Single Carrot Theatre
    2600 North Howard Street Suite 1200
    Baltimore,MD21218
    N/A 501(c)(3) general support 10,000
    Strategic Education Research Partnership
    1100 Connecticut Avenue NW Suite
    1310
    Washington,DC200364119
    N/A 501(c)(3) support for the STARI Baltimore project 25,000
    Tahirih Justice Center
    6402 Arlington Boulevard Suite 300
    Falls Church,VA220422333
    N/A 501(c)(3) renewed general support for legal advocacy on behalf of refugee women and girls fleeing gender-based violence in Baltimore, DC, Houston and San Francisco 50,000
    Teach For America Inc
    Baltimore Office 2601 North Howard
    Street Suite 300
    Baltimore,MD21218
    N/A 501(c)(3) general support 50,000
    WITNESS
    80 Hanson Place 5th Floor
    Brooklyn,NY11217
    N/A 501(c)(3) renewed general support 35,000
    Women's Voices For The Earth
    PO Box 8743
    Missoula,MT59807
    N/A 501(c)(3) general support 25,000
    World Union for Progressive Judaism Ltd
    633 Third Avenue
    New York,NY100176778
    N/A 501(c)(3) renewed support for the young leadership development program in the FSU 110,000
    Yeshivat Maharat
    3700 Henry Hudson Parkway 2nd Floor
    Riverdale,NY10463
    N/A 501(c)(3) renewed support to educate and train women as Jewish spiritual leaders 50,000
    Young Audiences of Maryland Inc
    2600 North Howard Street Suite 1300
    Baltimore,MD21218
    N/A 501(c)(3) general support for programming in Baltimore City ($80,000 over two years) and support for the Access for All program ($20,000 over two years) 50,000
    Total .................................bullet 3b 4,608,000
    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 ...........
        14 411  
    4 Dividends and interest from securities....     14 2,053,836  
    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.....     14 58,028  
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 11,609,164  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aBoulder Ventures IV
    900000   18 -156  
    bCommonFund Intl VI 900000 437 18 -7,630  
    cCommonFund PE V 900000 -10,343 18 -3,713  
    dCommonFund PE VII 900000 8,170 18 -14,917  
    eCommonFund Venture VI 900000 -166 18 -2,978  
    fCSFB II 900000   18    
    gCSFB III 900000 -824 18 122  
    hCS Strategic IV 900000 1,176 18 1,299  
    iFLAG Intl 900000 4 18 -4,764  
    jFLAG Intl II 900000   18 21,546  
    kFLAG PE III 900000 6,289 18 -10,092  
    lFLAG PE IV 900000 17,458 18 -22,321  
    mFLAG Venture VI 900000 -13 18 -6,844  
    nOCM European II 900000   18 -2,196  
    oOCM Mezzanine II 900000   18 -173  
    pBancBoston PEP III 900000   18 -278  
    qRockefeller Global Equity 900000   18 -167,768  
    rRussell 1000 Growth 900000   18 -12,518  
    sRussell 1000 Value 900000   18 -25,714  
    tSiguler Guff Distrd Fd IV 900000 -74 18 8,896  
    12 Subtotal. Add columns (b), (d), and (e).. 174,001 9,528,878 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    9,702,879
    (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
    The Jacob and Hilda Blaustein
    Foundation Inc
    Employer identification number

    52-6038382
    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
    The Jacob and Hilda Blaustein
    Foundation Inc
    Employer identification number
    52-6038382
    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 & Production
     
    One South Street 2800
     
    Baltimore, MD21202

    $ 1,550,000


    (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.)
    (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
    The Jacob and Hilda Blaustein
    Foundation Inc
    Employer identification number

    52-6038382
    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
    39,000 shares of BP stock, FMV $1,509,300 $ 1,509,300 2018-02-09
    (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
    The Jacob and Hilda Blaustein
    Foundation Inc
    Employer identification number

    52-6038382
    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:
    The Jacob and Hilda Blaustein
     
    Foundation Inc
    EIN:
    52-6038382
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Atapco Financial Services 128,200 64,100   64,100

    TY 2018 InvestmentsOtherSchedule2
    Name:
    The Jacob and Hilda Blaustein
     
    Foundation Inc
    EIN:
    52-6038382
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Russell 1000 Growth AT COST 11,591,456 10,787,820
    Russell 1000 Value AT COST 11,760,182 10,516,615
    Rockefeller Global (45%) AT COST 5,181,196 5,181,197
    Rockefeller Global (55%) AT COST 6,332,576 6,332,574
    Times Square Management (78%) AT COST 2,042,410 2,163,034
    Times Square Management (22%) AT COST 576,065 610,086
    ICM Small Company AT COST 3,459,553 3,366,661
    DFA International Value AT COST 4,390,615 3,632,958
    DFA Emerging Markets Value AT COST 2,400,129 2,159,062
    Pointer Offshore AT COST 3,550,000 6,329,463
    Ironwood International AT COST 2,900,000 5,528,821
    Neuberger Berman Income Plus AT COST 2,621,700 2,621,702
    Boulder Ventures IV AT COST 70,119 70,119
    Commonfund PE V AT COST 332,349 245,772
    Commonfund Venture VI AT COST 194,043 196,737
    Commonfund PE VII AT COST 585,999 615,359
    Commonfund Int'l VI AT COST 304,688 315,152
    Flag International AT COST 395,564 458,229
    Flag International II AT COST 892,792 983,841
    Flag Private Equity III AT COST 299,858 327,779
    Flag Private Equity IV AT COST 808,774 805,415
    Flag Ventures VI AT COST 430,958 446,613
    CS Strategies IV AT COST 133,162 151,315
    CSFB III AT COST 76,670 96,227
    OCM Mezzanine II AT COST 42,842 42,841
    RCP VII Feeder Ltd AT COST 320,756 1,837,213
    Sigular Guff III AT COST 355,272 352,890
    Sigular Guff IV AT COST 432,623 433,632
    Spur Ventures III AT COST 859,182 1,429,695
    OCM European Principles II AT COST 35,700 35,700
    First Eagle Global AT COST 5,058,105 6,827,946
    Cohen and Steers Realty AT COST 2,206,113 2,154,384
    Highline Capital AT COST 1,771,267 2,447,200
    Oaktree RE Ops Fund V AT COST 208,672 208,672
    Aberdeen Emerging Market AT COST 3,866,472 3,582,086
    Legg Mason Global AT COST 4,866,580 4,357,155
    Industry Ventures Secondary Fd VII AT COST 918,677 918,761
    ASF VI LP AT COST 353,144 657,364
    Pzena Emerging Mkt Foc Val Fd AT COST 2,939,713 2,744,605
    Vanguard Fixed Income Fund AT COST 3,748,413 3,496,011
    Spur Ventures IV AT COST 943,932 1,321,280
    Legg Mason BW Absolute Return AT COST 1,014,702 910,927
    TIAA-CREF Social Choice Bond Fund AT COST 4,740,164 4,670,264
    Camden Partners Exelixis Fund AT COST 167,001 135,910
    SJF Ventures IV AT COST 276,026 260,139
    Industry Ventures Sec Fd VIII AT COST 519,860 486,448
    Gatewood Capital Opp Fund AT COST 144,690 156,248
    Spur Ventures V AT COST 293,922 317,763
    BMO Pryford Int' Stock AT COST 3,938,903 3,572,054
    New Mountain Partners V AT COST 228,792 257,071
    SOI 2Y Jub 2.1% Bond AT COST 100,000 99,866
    Lazard GL List Infrastr Inst AT COST 3,594,148 3,048,139
    Southpoint Qualified Offshore Fund AT COST 2,500,000 2,334,169
    Wellington International Quality Growth AT COST 5,750,000 4,906,138
    Coller Intl Partners V AT COST 0 79,584
    Lexington Cap Partners VII AT COST 0 301,766
    AXA Secondary Fund V AT COST 0 219,546
    The Rise FOF AT COST 214,894 167,762

    TY 2018 OtherAssetsSchedule
    Name:
    The Jacob and Hilda Blaustein
     
    Foundation Inc
    EIN:
    52-6038382
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    The Shefa Fd-Program-Related Investment 450,000 450,000 450,000
    Koret Israel Eco Dev-Program-Related 300,000 300,000 300,000
    HealthCare Without Harm - Greenhealth - PRI 100,000 100,000 100,000


    TY 2018 OtherDecreasesSchedule
    Name:
    The Jacob and Hilda Blaustein
     
    Foundation Inc
    EIN:
    52-6038382
    Description Amount
    Tax/Cost basis difference in BP stock sale 1,504,241


    TY 2018 OtherExpensesSchedule
    Name:
    The Jacob and Hilda Blaustein
     
    Foundation Inc
    EIN:
    52-6038382
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Bank charges 282 0   282
    Dues & subscriptions 471 0   471
    Equipment Maintenance 794 0   794
    Supplies 1,105 0   1,105
    Telephone 1,531 0   1,531
    Miscellaneous 456 0   456
    Equipment 14,767 0   14,767
    Reimbursement Expense 5,355 0   5,355
    Postage & Shipping 2,269 0   2,269
    Software 968 0   968


    TY 2018 OtherIncomeSchedule2
    Name:
    The Jacob and Hilda Blaustein
     
    Foundation Inc
    EIN:
    52-6038382
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Other Income 1,379 1,379 1,379
    Federal refund 38,995 0 38,995
    State refund 17,654 0 17,654
    Boulder Ventures IV -156 -156 -156
    CommonFund Intl VI -7,193 -7,630 -7,193
    CommonFund PE V -14,056 -3,713 -14,056
    CommonFund PE VII -6,747 -14,917 -6,747
    CommonFund Venture VI -3,144 -2,978 -3,144
    CSFB III -702 122 -702
    CS Strategic IV 2,475 1,299 2,475
    FLAG Intl -4,760 -4,764 -4,760
    FLAG Intl II 21,546 21,546 21,546
    FLAG PE III -3,803 -10,092 -3,803
    FLAG PE IV -4,863 -22,321 -4,863
    FLAG Venture VI -6,857 -6,844 -6,857
    OCM European II -2,196 -2,196 -2,196
    OCM Mezzanine II -173 -173 -173
    BancBoston PEP III -278 -278 -278
    Rockefeller Global Equity -167,768 -167,768 -167,768
    Russell 1000 Growth -12,518 -12,518 -12,518
    Russell 1000 Value -25,714 -25,714 -25,714
    Siguler Guff Distrd Fd IV 8,822 8,896 8,822
    Spur Ventures III 14,121 14,153 14,121
    Neuberger Berman Inc Fd 74,506 -59,012 74,506
    Siguler Guff Distrd III -10,672 -10,702 -10,672
    Discovery Equity Partners -3,001 -3,001 -3,001
    Oaktree RE Ops Fd V 32,963 7,036 32,963
    Apollo Global Mgmt LLC -1 0 -1
    Spur Ventures IV -26,823 -26,823 -26,823
    Camden Partners Exelixis Fund -9,985 -7,585 -9,985
    Gatewood Capital Opp Fund -11,304 -11,304 -11,304
    Industry Venture VIII -23,005 -24,256 -23,005
    Industry Venture VII 6,008 5,964 6,008
    SJF Ventures IV -23,270 -19,207 -23,270
    Spur Ventures V -21,723 -21,723 -21,723
    Book to Tax Adjustment -3,734,803   -3,734,803
    New Mountain V -16,974 -16,974 -16,974
    The Rise Fund -36,512 -34,125 -36,512


    TY 2018 OtherIncreasesSchedule
    Name:
    The Jacob and Hilda Blaustein
     
    Foundation Inc
    EIN:
    52-6038382
    Description Amount
    Tax/Cost basis difference on Banc Boston PEP III liquidation 76,550
    Tax/Cost basis difference on Discovery disposition 56,275


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    The Jacob and Hilda Blaustein
     
    Foundation Inc
    EIN:
    52-6038382
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CSB Partners Fund IV 2,974 2,974   0
    Pavilion Advisory Group 100,248 100,248   0
    Time Square Management 34,822 34,822   0
    Russell Funds 17,015 17,015   0
    Misc Investment Expense 1,625 1,625   0


    TY 2018 TaxesSchedule
    Name:
    The Jacob and Hilda Blaustein
     
    Foundation Inc
    EIN:
    52-6038382
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Foreign Tax 99,456 99,456   0
    Federal/State Taxes Withheld on NII 2,940 2,940   0
    Excise tax 260,000 0   0