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 Morton K and Jane Blaustein
Foundation Inc
Number and street (or P.O. box number if mail is not delivered to street address)AFS 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

52-1607300
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$58,620,655J 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) 125,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 10,694 10,694  
4 Dividends and interest from securities... 936,701 936,701  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 6,819,849
b Gross sales price for all assets on line 6a 14,683,617
7 Capital gain net income (from Part IV, line 2)... 6,819,849
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)....... Click to see attachment -1,208,168 -141,529  
12 Total. Add lines 1 through 11........ 6,684,076 7,625,715  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 177,244 0   177,244
15 Pension plans, employee benefits....... 55,054 0   55,054
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 70,000 28,000   42,000
c Other professional fees (attach schedule).... Click to see attachment 119,005 119,005   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 69,772 35,772   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 27,583 0   27,583
21 Travel, conferences, and meetings....... 6,322 0   6,322
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 9,326 0   9,326
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 534,306 182,777   317,529
25 Contributions, gifts, grants paid....... 3,619,840 3,619,840
26 Total expenses and disbursements. Add lines 24 and 25 4,154,146 182,777   3,937,369
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,529,930
b Net investment income (if negative, enter -0-) 7,442,938
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......... 3,576,986 1,994,319 1,994,319
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).......... 51,269,012 Click to see attachment55,378,227 56,619,817
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment3,137 Click to see attachment6,519 Click to see attachment6,519
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 54,849,135 57,379,065 58,620,655
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........ 54,849,135 57,379,065
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)..... 54,849,135 57,379,065
31 Total liabilities and net assets/fund balances (see instructions). 54,849,135 57,379,065
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
54,849,135
2
Enter amount from Part I, line 27a .....................
2
2,529,930
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
57,379,065
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
57,379,065
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 BGI Equity P 2017-01-01 2018-12-31
b BGI Equity P 2018-01-01 2018-12-31
c Common Fd Int'l Venture VI P 2017-01-01 2018-12-31
d Common Fund PEP V P 2017-01-01 2018-12-31
e Common Fd Cap PEP VII P 2017-01-01 2018-12-31
Common Fd Cap Venture VI P 2017-01-01 2018-12-31
Common Fd Venture VIII P 2017-01-01 2018-12-31
Flag Int'l Part II P 2017-01-01 2018-12-31
Flag Int'l Part II P 2018-01-01 2018-12-31
Flag International P 2017-01-01 2018-12-31
Flag International P 2018-01-01 2018-12-31
Flag Priv Eq III P 2017-01-01 2018-12-31
Flag Priv Eq III P 2018-01-01 2018-12-31
Flag Priv Eq IV P 2017-01-01 2018-12-31
Flag Priv Eq IV P 2018-01-01 2018-12-31
Flag Venture VI P 2017-01-01 2018-12-31
Flag Venture VI P 2018-01-01 2018-12-31
Oaktree REIT P 2017-01-01 2018-12-31
Oaktree Opp Fund X P 2017-01-01 2018-12-31
Oaktree Opp Fund XB P 2018-01-01 2018-12-31
Sigular Guff P 2017-01-01 2018-12-31
Sigular Guff P 2018-01-01 2018-12-31
Spur Ventures III P 2017-01-01 2018-12-31
Spur Ventures III P 2018-01-01 2018-12-31
Boston Partners Int'l Eqty P 2018-01-01 2018-12-31
Nueberger Berman P 2017-01-01 2018-12-31
ATHENAHEALTH INC   2017-01-01 2018-11-14
DIPLOMAT PHARMACY INC   2017-01-01 2018-02-22
DIPLOMAT PHARMACY INC   2017-01-01 2018-02-23
DORMAN PRODUCTS INC   2017-01-01 2018-05-30
DORMAN PRODUCTS INC   2017-01-01 2018-05-31
DORMAN PRODUCTS INC   2017-01-01 2018-06-01
FINANCIAL ENGINES INC   2015-02-06 2018-02-22
FINANCIAL ENGINES INC   2017-01-01 2018-02-23
FIVE BELOW   2017-01-01 2018-05-30
FIVE BELOW   2017-01-01 2018-09-24
FIVE BELOW   2017-01-01 2018-09-25
GENTEXCORP   2017-08-09 2018-12-18
GENTEXCORP   2017-01-01 2018-12-18
GENTEXCORP   2017-08-10 2018-12-19
GRAND CANYON EDUCATION INC   2015-04-29 2018-05-29
GRAND CANYON EDUCATION INC   2017-01-01 2018-05-30
HEALTHSTREAM INC   2017-01-01 2018-05-23
HEALTHSTREAM INC   2017-01-01 2018-05-24
HEALTHSTREAM INC   2017-01-01 2018-05-25
HEALTHSTREAM INC   2017-01-01 2018-05-29
INOVALON HOLDINGS INC -A   2017-01-01 2018-03-14
INOVALON HOLDINGS INC - A   2017-01-01 2018-03-15
INOVALON HOLDINGS INC -A   2017-01-01 2018-03-16
INOVALON HOLDINGS INC - A   2017-01-01 2018-03-19
INOVALON HOLDINGS INC-A   2017-01-01 2018-03-20
MAXIMUSINC   2012-04-02 2018-12-18
MAXIMUSINC   2012-04-02 2018-12-19
MAXIMUSINC   2012-04-02 2018-12-20
Mednax Inc   2012-04-02 2018-10-22
Mednax Inc   2012-04-02 2018-10-23
Mednax Inc   2012-04-02 2018-10-24
PRA Group Inc   2017-01-01 2018-10-25
PRA Group Inc   2017-01-01 2018-10-26
PRA Group Inc   2017-01-01 2018-10-26
PRA Group Inc   2017-01-01 2018-10-29
PRA Group Inc   2017-01-01 2018-10-29
Ultimate Software Group   2012-04-02 2018-05-29
Ultimate Software Group   2012-04-02 2018-05-30
United Natural Foods   2012-04-02 2018-07-20
UNITED NATURAL FOODS INC   2012-04-02 2018-07-23
UNITED NATURAL FOODS INC   2012-04-02 2018-07-24
UNITED NATURAL FOODS INC   2017-01-01 2018-07-25
UNITED NATURAL FOODS INC   2017-01-01 2018-07-26
VERINT SYSTEMS INC   2017-01-01 2018-02-28
VERINT SYSTEMS INC   2017-01-01 2018-03-01
VERINT SYSTEMS INC   2017-01-01 2018-03-02
VERINT SYSTEMS INC   2017-01-01 2019-03-05
VERINT SYSTEMS INC   2016-06-24 2018-03-06
VERINT SYSTEMS INC   2016-06-24 2018-03-17
HEICOCORP   2017-01-01 2018-02-08
HEICOCORP   2017-01-01 2018-07-16
NEOGENCORP   2017-01-01 2018-01-18
DFA Emerging Mkts Val   2017-12-15 2018-09-13
Frontier MFG Global Equity P 2017-12-20 2018-09-12
Frontier MFG Global Equity P 2017-12-20 2018-06-06
Harbor Fund 14% P 2017-12-20 2018-09-26
Harbor Fund 86% P 2017-12-20 2018-09-26
BGI Equity P 2002-01-01 2018-03-19
BGI Equity P 2002-01-01 2018-06-26
BGI Equity P 2002-01-01 2018-06-08
BGI Equity P 2002-01-01 2018-10-10
BGI Equity P 2002-01-01 2018-12-31
AXA Secondary FD V - Distribution in Excess P 2017-01-01 2018-12-31
Coller Int'l - Distributions in Excess P 2017-01-01 2018-12-31
Capital Gains Dividends P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,087,108     1,087,108
b 10,648     10,648
c 126,670     126,670
d 47,774     47,774
e 72,133     72,133
18,133     18,133
64,951     64,951
28,979     28,979
177     177
166,359     166,359
240     240
119,052     119,052
165     165
120,777     120,777
394     394
102,050     102,050
960     960
48,151     48,151
21,775     21,775
    1 -1
    49,802 -49,802
708     708
166,422     166,422
653     653
    90,302 -90,302
244,347     244,347
68,946   50,156 18,790
4,195   5,265 -1,070
21,387   26,245 -4,858
2,561   2,335 226
2,652   2,441 211
29,789   26,708 3,081
1,811   2,396 -585
26,950   28,419 -1,469
10,338   5,401 4,937
31,606   9,393 22,213
15,251   4,558 10,693
5,326   4,663 663
9,640   8,457 1,183
6,232   5,364 868
8,022   3,240 4,782
29,660   11,839 17,821
2,478   2,494 -16
7,439   7,385 54
15,807   15,253 554
8,205   7,043 1,162
8,330   14,220 -5,890
1,092   1,735 -643
3,788   6,032 -2,244
2,162   3,471 -1,309
2,161   3,377 -1,216
8,185   2,549 5,636
22,790   7,175 15,615
10,690   3,433 7,257
10,686   9,297 1,389
16,208   14,317 1,891
3,105   2,789 316
2,551   3,198 -647
1,740   2,168 -428
1,950   2,432 -482
3,914   4,596 -682
710   812 -102
7,606   2,111 5,495
21,409   5,896 15,513
7,522   8,136 -614
6,216   6,780 -564
2,083   2,338 -255
8,942   9,595 -653
12,279   13,801 -1,522
9,954   15,018 -5,064
5,247   7,828 -2,581
4,714   7,048 -2,334
7,945   7,083 862
4,474   3,859 615
5,042   4,299 743
41     41
36     36
19     19
1,600,000   1,530,389 69,611
5,716,555   3,525,533 2,191,022
350,000   301,851 48,149
290,490   195,054 95,436
1,784,437   1,175,104 609,333
6,250   4,884 1,366
6,250   4,787 1,463
750,000   571,186 178,814
6,250   4,544 1,706
6,250   5,883 367
20,165     20,165
32,454     32,454
1,154,004     1,154,004
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       1,087,108
b       10,648
c       126,670
d       47,774
e       72,133
      18,133
      64,951
      28,979
      177
      166,359
      240
      119,052
      165
      120,777
      394
      102,050
      960
      48,151
      21,775
      -1
      -49,802
      708
      166,422
      653
      -90,302
      244,347
      18,790
      -1,070
      -4,858
      226
      211
      3,081
      -585
      -1,469
      4,937
      22,213
      10,693
      663
      1,183
      868
      4,782
      17,821
      -16
      54
      554
      1,162
      -5,890
      -643
      -2,244
      -1,309
      -1,216
      5,636
      15,615
      7,257
      1,389
      1,891
      316
      -647
      -428
      -482
      -682
      -102
      5,495
      15,513
      -614
      -564
      -255
      -653
      -1,522
      -5,064
      -2,581
      -2,334
      862
      615
      743
      41
      36
      19
      69,611
      2,191,022
      48,149
      95,436
      609,333
      1,366
      1,463
      178,814
      1,706
      367
      20,165
      32,454
      1,154,004
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 6,819,849
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 3,625,803 61,741,681 0.058725
2016 3,299,305 57,327,735 0.057552
2015 3,167,398 59,715,440 0.053042
2014 3,528,230 59,691,560 0.059108
2013 3,114,778 55,298,798 0.056326
2
Total of line 1, column (d) .....................
2
0.284753
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
0.056951
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
63,373,116
5
Multiply line 4 by line 3......................
5
3,609,162
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
74,429
7
Add lines 5 and 6........................
7
3,683,591
8
Enter qualifying distributions from Part XII, line 4,.............
8
3,937,369
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 74,429
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 74,429
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 74,429
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 71,262
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 15,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 86,262
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
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 11,833
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet11,833 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
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMD
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletwww.blaufund.org
    14
    The books are in care ofbulletJennifer L Bove CPA Telephone no.bullet (410) 347-7205

    Located atbulletAFS One South Street 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
    Jeanne P Blaustein Trustee & President
    0.00     		0 0 0
    One South Street Ste 2950
    Baltimore,MD21202
    Susan Blaustein Trustee & Vice President
    0.00     		0 0 0
    One South Street Ste 2950
    Baltimore,MD21202
    Mary Jane Blaustein Trustee & Vice President
    0.00     		0 0 0
    One South Street Ste 2950
    Baltimore,MD21202
    Alan Berlow Trustee & Vice President
    0.00     		0 0 0
    One South Street Ste 2950
    Baltimore,MD21202
    Peter Bokor Trustee & Vice President
    0.00     		0 0 0
    One South Street Ste 2950
    Baltimore,MD21202
    Betsy Ringel Secretary
    0.00     		0 0 0
    One South Street Ste 2950
    Baltimore,MD21202
    Anne A Patterson Assistant Secretary
    0.00     		0 0 0
    One South Street Ste 2950
    Baltimore,MD21202
    Stephen J Bass Assistant Secretary
    0.00     		0 0 0
    One South Street Ste 2950
    Baltimore,MD21202
    Jill Robinson Assistant Secretary
    0.00     		0 0 0
    One South Street Ste 2950
    Baltimore,MD21202
    Jennifer L Bove Treasurer
    0.00     		0 0 0
    One South Street Ste 2950
    Baltimore,MD21202
    Sandra L Glock Assistant Treasurer
    0.00     		0 0 0
    One South Street Ste 2950
    Baltimore,MD21202
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    Tanya Herbick Prog. Officer
    37.00     		125,355 44,801 0
    One South Street Suite 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. 70,000
    One South Street Suite 2950
    Baltimore,MD21202
    Pavilion Advisory Group Investment Managemt 60,046
    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
    61,720,031
    b
    Average of monthly cash balances.......................
    1b
    2,618,158
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    64,338,189
    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
    64,338,189
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    965,073
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    63,373,116
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    3,168,656
    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
    3,168,656
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    74,429
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    74,429
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,094,227
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    3,094,227
    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
    3,094,227
    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
    3,937,369
    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
    3,937,369
    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
    74,429
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    3,862,940
    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 3,094,227
    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...... 413,575
    b From 2014...... 657,312
    c From 2015...... 269,152
    d From 2016...... 504,146
    e From 2017...... 636,511
    fTotal of lines 3a through e........ 2,480,696
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 3,937,369
    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..... 3,094,227
    e Remaining amount distributed out of corpus 843,142
    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 3,323,838
    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) ...     		413,575
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		2,910,263
    10 Analysis of line 9:
    a Excess from 2014.... 657,312
    b Excess from 2015.... 269,152
    c Excess from 2016.... 504,146
    d Excess from 2017.... 636,511
    e Excess from 2018.... 843,142
    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:
    Jeanne P Blaustein President CO Ms
    BPG One South Street Ste 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 grants to individuals.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    Advocates for Children of New York Inc
    151 West 30th Street 5th Floor
    New York,NY10001     		N/A 501(c)(3) support for the School Justice Project to provide advocacy and representation for youth facing court involvement, school suspension and/or emotional challenges 50,000
    African Communities Together
    127 West 127th Street Suite 324
    New York,NY10027     		N/A 501(c)(3) renewed support to connect African immigrants and asylum seekers to legal and community services 50,000
    All Hands and Hearts
    6 County Road Suite 6
    Mattapoisett,MA027391585     		N/A 501(c)(3) support for Puerto Rico relief 15,000
    The Associated Jewish Community Federation of Baltimore Inc
    101 West Mount Royal Avenue
    Baltimore,MD212015781     		N/A 501(c)(3) renewed support for the Annual Campaign 100,000
    The Association of Baltimore Area Grantmakers
    2 East Read Street 2nd Floor
    Baltimore,MD212022470     		N/A 501(c)(3) renewed general support through membership 4,940
    Behavioral Health System Baltimore
    100 South Charles Street Tower 2 -
    8th Floor
    Baltimore,MD21201     		N/A 501(c)(3) renewed support to include mental health professionals on the Crisis Response Teams at Baltimore City Police 75,000
    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 and capacity building among organizations that advance social justice as a core expression of Jewish values 30,000
    Bend the Arc A Jewish Partnership for Justice
    330 Seventh Avenue 19th Floor
    New York,NY100015010     		N/A 501(c)(3) renewed general support to engage Jews in promoting opportunity and social justice for all Americans 50,000
    B'More Clubhouse Inc
    9 East Franklin Street
    Baltimore,MD212022411     		N/A 501(c)(3) renewed general support for a membership-based reintegration program aimed at supporting people with mental illness in establishing meaningful and productive lives through work and education 30,000
    Bread for the City
    1525 Seventh Street NW
    Washington,DC20001     		N/A 501(c)(3) renewed general support to provide comprehensive social, legal, health and holistic services to low-income DC residents 60,000
    Calvary Hospital
    1740 Eastchester Road
    Bronx,NY104612300     		N/A 501(c)(3) support for providing palliative care for adult patients with advanced cancer and other life-limiting illnesses 10,000
    Capital Area Immigrants' Rights Coalition
    1612 K Street NW Suite 204
    Washington,DC200062813     		N/A 501(c)(3) emergency support for legal assistance to separated immigrant children and parents in Maryland and the Washington, DC region 30,000
    Capital Area Immigrants' Rights Coalition
    1612 K Street NW Suite 204
    Washington,DC200062813     		N/A 501(c)(3) renewed general support to provide legal assistance and advocacy for immigrants at risk of deportation in Maryland and the Capital region 60,000
    CASA de Maryland Inc
    8151 15th Avenue
    Langley Park,MD20783     		N/A 501(c)(3) renewed support for the Immigration Defense Program to include advocacy and direct services to advance, protect and defend immigrant rights 50,000
    Chesapeake Climate Action Network
    6930 Carroll Avenue Suite 720
    Takoma Park,MD209124499     		N/A 501(c)(3) renewed support to educate residents about the benefits of clean energy 75,000
    Children's Law Center
    501 3rd Street NW 8th Floor
    Washington,DC20001     		N/A 501(c)(3) renewed support for legal representation and advocacy to fight for children's rights to education, health and stable families 60,000
    Citizens Climate Education
    1330 Orange Avenue 309
    Coronado,CA921182949     		N/A 501(c)(3) renewed support for a State Initiatives Coordinator to oversee training and integration for state-level education and advocacy 75,000
    Comprehensive Development Inc
    240 Second Avenue
    New York,NY100032704     		N/A 501(c)(3) renewed support for the Legal Information Clinic for immigrant and refugee students at the Manhattan Comprehensive Night & Day School and its high school network 35,000
    Disability Rights Maryland
    1500 Union Avenue Suite 2000
    Baltimore,MD212111982     		N/A 501(c)(3) renewed support to expand legal services and advocacy to the disproportionate number of students with disabilities involved in the school discipline process 75,000
    EDGE Funders Alliance
    Box 559 60 29th Street
    San Francisco,CA94110     		n/A 501(c)(3) support through membership 3,000
    The Educational Alliance
    197 East Broadway
    New York,NY100025507     		N/A 501(c)(3) renewed support for the Manny Cantor Center 50,000
    Encounter Programs Inc
    25 Broadway Suite 1700
    New York,NY100041010     		N/A 501(c)(3) renewed general support for programs that promote thoughtful conversation about the Israeli-Palestinian conflict 50,000
    End Well
    1901 Avenue of the Stars 16th Floor
    Los Angeles,CA900676001     		N/A 501(c)(3) general support 10,000
    Energy Justice Network
    1434 Elbridge Street
    Philadelphia,PA191492739     		N/A 501(c)(3) support for efforts to curb air pollution through organizing in Baltimore City 30,000
    Environmental Grantmakers Association
    475 Riverside Drive Suite 960
    New York,NY10115     		N/A 501(c)(3) general support through membership 1,700
    Florence Immigrant And Refugee Rights Project Inc
    738 North 5th Avenue Suite 103
    Tuscon,AZ85705     		N/A 501(c)(3) emergency support for an additional staff attorney and legal assistant to provide legal representation to asylum seekers 140,000
    The Fund for Investigative Journalism Inc
    529 14th Street NW 13th Floor
    Washington,DC20045     		N/A 501(c)(3) renewed general support to help the organization's efforts to sustain investigative journalism 35,000
    The Fund for New Citizens at the New York Community Trust
    909 Third Avenue 22nd Floor
    New York,NY100224752     		N/A 501(c)(3) renewed support for a collaborative regranting program focusing on advocacy and legal assistance for immigrants and refugees 75,000
    Goucher College
    1021 Dulaney Valley Road
    Baltimore,MD212042794     		N/A 501(c)(3) renewed support for the Goucher Prison Education Partnership 40,000
    Grantmakers Concerned with Immigrants and Refugees
    P O Box 1100
    Sebastopol,CA954731100     		N/A 501(c)(3) general support through membership 2,000
    Grassroots International
    179 Boylston Street 4th Floor
    Boston,MA02130     		N/A 501(c)(3) support for Puerto Rico relief 15,000
    Hispanic Federation
    55 Exchange Place 5th Floor
    New York,NY100053301     		N/A 501(c)(3) support for Unidos Puerto Rico Disaster Relief and Recovery Program 10,000
    Institute for Jewish Spirituality
    135 West 29th Street Suite 1103
    New York,NY10001     		N/A 501(c)(3) renewed general support 60,000
    Interfaith Power and Light
    100 Allison Street NW
    Washington,DC200117303     		N/A 501(c)(3) general support to advocate for climate change solutions through faith communities 35,000
    J Street Education Fund Inc
    PO Box 66073
    Washington,DC200356073     		N/A 501(c)(3) general support to build a movement in the US for pro-Israel, pro-peace foreign policy 25,000
    Jewish Communal Fund
    575 Madison Avenue Suite 703
    New York,NY10022     		N/A 501(c)(3) renewed support for a partnership with the Jonas Center to invest in high-potential doctoral nursing students focused on serving low-income communities 200,000
    Jewish Funders Network
    150 West 30th Street Suite 900
    New York,NY10001     		N/A 501(c)(3) general support through membership 2,500
    Jews United for Justice
    1100 H Street NW Suite 630
    Washington,DC20005     		N/A 501(c)(3) renewed general support for community organizing to fight against inequality in Baltimore and DC 35,000
    The Johns Hopkins University
    3400 North Charles Street
    Baltimore,MD21218     		N/A 501(c)(3) capital support for building expansion at the School of Nursing 200,000
    Kids In Need of Defense
    1300 L Street NW Suite 1100
    Washington,DC20005     		N/A 501(c)(3) renewed support for KIND's Baltimore office to provide legal representation for unaccompanied immigrant children in Maryland 75,000
    La Clinica del Pueblo
    2831 15th Street NW
    Washington,DC200094607     		N/A 501(c)(3) renewed support for the Health Equity for Immigrants project 50,000
    Marlene Meyerson JCC Manhattan
    334 Amsterdam Avenue at 76th Street
    New York,NY100238205     		N/A 501(c)(3) support for What Matters: Caring Conversations About End of Life 10,000
    Media Matters for America
    455 Massachusetts Avenue NW 6th
    Floor
    Washington,DC200012621     		N/A 501(c)(3) support to amplify fact- and evidence-based reporting on sustainable energy and climate change 50,000
    Mount Sinai Hospital
    One Gustave L Levy Place
    New York,NY100296574     		N/A 501(c)(3) support for the Hertzberg Palliative Care Institute ($10,000) and the Center to Advance Palliative Care ($10,000) 20,000
    Movement Generation
    436 14th Street Suite 500
    Oakland,CA946122708     		N/A 501(c)(3) support to catalyze low-income communities of color around climate justice 50,000
    MPT Foundation Inc
    PO Box 322
    Owings Mills,MD21117     		N/A 501(c)(3) support for the establishment of the Morton K. and Jane Blaustein Endowment for Operations and Programming 100,000
    National Economic & Social Rights Initiative
    90 John Street Suite 308
    New York,NY100383243     		N/A 501(c)(3) renewed support for the Dignity in Schools Campaign - New York coalition 50,000
    Native American Rights Fund
    1506 Broadway
    Boulder,CO803026296     		N/A 501(c)(3) general support 25,000
    New Israel Fund
    6 East 39th Street Suite 301
    New York,NY10016     		N/A 501(c)(3) renewed support to defend human rights and democratic institutions in Israel 75,000
    New York Community Trust
    909 Third Avenue 22nd Floor
    New York,NY100224752     		N/A 501(c)(3) renewed support for the Donor's Education Collaborative - a regranting effort to support programs to ensure that NYC public schools are equitable and responsive to the needs of all children 60,000
    The New York Immigration Coalition
    131 West 33rd Street
    New York,NY10001     		N/A 501(c)(3) general support to promote immigrants' civic participation, leadership and unified voice 75,000
    The New York Times Neediest Cases Fund
    PO Box 5193
    New York,NY10087     		N/A 501(c)(3) general support 20,000
    Open Society Institute - Baltimore
    201 North Charles Street Suite 1300
    Baltimore,MD21201     		N/A 501(c)(3) support for the Statewide Pretrial Justice Reform Campaign 75,000
    The Osborne Association
    809 Westchester Avenue
    Bronx,NY10455     		N/A 501(c)(3) renewed support to advance work with law enforcement to safeguard children at the time of a parent's arrest 50,000
    Our Climate Education Fund
    PO Box 221012
    Seattle,WA98102     		N/A 501(c)(3) support to engage college students and millennials to advocate for equitable climate policy, especially through carbon pricing campaigns in New York and Florida 100,000
    Peer Health Exchange
    70 Gold Street
    San Francisco,CA94133     		N/A 501(c)(3) renewed general support for PHE's New York City program 60,000
    Philanthropy New York
    320 East 43rd Street
    New York,NY10017     		N/A 501(c)(3) general support through membership 1,200
    Refugee and Immigrant Fund Inc
    32-13 37th Street
    Astoria,NY111034003     		N/A 501(c)(3) renewed support for legal and psychosocial services for newly-arrived refugees seeking asylum 40,000
    The Reporters Committee for Freedom of the Press
    1156 15th Street NW
    Washington,DC200051779     		N/A 501(c)(3) renewed general support to provide pro bono legal services to journalists 25,000
    The Sentencing Project
    1705 Desales Street NW 8th Floor
    Washington,DC20036     		N/A 501(c)(3) renewed general support for the organization's work reforming criminal justice policies and practice in the United States 50,000
    Southern Center for Human Rights
    83 Poplar Street NW
    Atlanta,GA303032122     		N/A 501(c)(3) general support to work for equality and justice in the criminal legal system 50,000
    St Joseph Medical Center Foundation
    7601 Osler Drive
    Towson,MD212047582     		N/A 501(c)(3) general support for the St. Clare Medical Outreach program 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 40,000
    T'ruah
    266 West 37th Street Suite 803
    New York,NY10018     		N/A 501(c)(3) renewed general support to bring the moral voice of rabbis to pressing human rights issues 40,000
    Type Media Center
    116 East 16th Street 8th Floor
    New York,NY100032112     		N/A 501(c)(3) renewed support for The Investigative Fund to facilitate the development and publication of socially significant reporting with an emphasis on human and civil rights. 40,000
    University of Maryland Baltimore Foundation Inc
    620 West Lexington Street 2nd Floor
    Baltimore,MD21201     		N/A 501(c)(3) renewed support for the Positive Schools Center at the University of Maryland School of Social Work 75,000
    University of Orange
    47 Cleveland Street
    Orange,NJ07050     		N/A 501(c)(3) support for ""Remembering Jamestown: Place-Based Observances of 400 Years of Inequality"" 40,000
    Urban Justice Center
    40 Rector Street 9th Floor
    New York,NY10006     		N/A 501(c)(3) renewed support for the International Refugee Assistance Project to challenge polices threatening the rights of refugees and other asylum seekers in the US 50,000
    Washington Regional Association of Grantmakers
    1400 16th Street NW Suite 740
    Washington,DC20036     		N/A 501(c)(3) general support through membership 4,500
    Welcoming America
    315 West Ponce De Leon Avenue Suite
    500
    Decatur,GA30030     		N/A 501(c)(3) support for organizing efforts to advance progressive local immigration policies in Maryland 50,000
    West Harlem Environmental Action Inc
    1854 Amsterdam Avenue 2nd Floor
    New York,NY10031     		N/A 501(c)(3) general support to build community power to fight environmental racism 75,000
    Women's Refugee Commission
    15 West 37th Street 9th Floor
    New York,NY10018     		N/A 501(c)(3) emergency support for the Migrant Rights and Justice Program 40,000
    WomenStrong International
    2040 S Street NW
    Washington,DC20009     		N/A 501(c)(3) general support 75,000
    Total .................................bullet 3a 3,619,840
    bApproved for future payment
    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 and capacity building among organizations that advance social justice as a core expression of Jewish values 30,000
    Bread for the City
    1525 Seventh Street NW
    Washington,DC20001     		N/A 501(c)(3) renewed general support to provide comprehensive social, legal, health and holistic services to low-income DC residents 60,000
    Citizens Climate Education
    1330 Orange Avenue 309
    Coronado,CA921182949     		N/A 501(c)(3) renewed support for a State Initiatives Coordinator to oversee training and integration for state-level education and advocacy 75,000
    Disability Rights Maryland
    1500 Union Avenue Suite 2000
    Baltimore,MD212111982     		N/A 501(c)(3) renewed support to expand legal services and advocacy to the disproportionate number of students with disabilities involved in the school discipline process 75,000
    Kids In Need of Defense
    1300 L Street NW Suite 1100
    Washington,DC20005     		N/A 501(c)(3) renewed support for KIND's Baltimore office to provide legal representation for unaccompanied immigrant children in Maryland 75,000
    Movement Generation
    436 14th Street Suite 500
    Oakland,CA946122708     		N/A 501(c)(3) support to catalyze low-income communities of color around climate justice 50,000
    The Reporters Committee for Freedom of the Press
    1156 15th Street NW
    Washington,DC200051779     		N/A 501(c)(3) renewed general support to provide pro bono legal services to journalists 25,000
    University of Orange
    47 Cleveland Street
    Orange,NJ07050     		N/A 501(c)(3) support for "Remembering Jamestown: Place-Based Observances of 400 Years of Inequality" 20,000
    Urban Justice Center
    40 Rector Street 9th Floor
    New York,NY10006     		N/A 501(c)(3) renewed support for the International Refugee Assistance Project to challenge polices threatening the rights of refugees and other asylum seekers in the US 50,000
    West Harlem Environmental Action Inc
    1854 Amsterdam Avenue 2nd Floor
    New York,NY10031     		N/A 501(c)(3) general support to build community power to fight environmental racism 75,000
    Total .................................bullet 3b 535,000
    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 10,694  
    4 Dividends and interest from securities....     14 936,701  
    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 7,000  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 6,819,849  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aBGI Equity     		900000   18 -5,028  
    bBook income/alternative investments     18 -1,254,380  
    cBoston Partners Int'l Eqty 900000   18 -1,166  
    dCommonfund Intl Vent VI 900000 437 18 -7,630  
    eCommonfund PEP V 900000 -3,103 18 -1,114  
    fCommonfund PEP VII 900000 4,086 18 -7,461  
    gCommonfund Venture Pt VI 900000 -83 18 -1,487  
    hCommonfund Venture VIII 900000 -6 18 -5,324  
    iFlag International 900000 5 18 -6,229  
    jFlag Intl Partners II 900000   18 16,160  
    kFlag Priv Eq III 900000 8,227 18 -13,200  
    lFlag Priv Eq IV 900000 13,094 18 -16,744  
    mFlag Venture VI 900000 -15 18 -7,821  
    nNeuberger Berman 900000 122,006 18 -86,383  
    oOaktree Opp Fund X, LP 900000 10,233 18 -13,513  
    pOaktree Opp Fund XB, LP 900000 -51 18 -434  
    qOaktree Real Estate Fd V 900000 25,927 18 7,036  
    rSigular Guff 900000 16 18 -5,347  
    sSpur Ventures III 900000 -32 18 14,156  
    12 Subtotal. Add columns (b), (d), and (e).. 180,741 6,378,335 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    6,559,076
    (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 Morton K and Jane Blaustein
    Foundation Inc
    Employer identification number

    52-1607300
    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 Morton K and Jane Blaustein
    Foundation Inc         		Employer identification number
    52-1607300
    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
    Lord Baltimore Capital Corp
     
    6225 Smith Avenue Suite B-100
     
    Baltimore, MD212093623

    		$ 125,000


    (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 Morton K and Jane Blaustein
    Foundation Inc         		Employer identification number

    52-1607300
    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
     
    		$    
    (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 Morton K and Jane Blaustein
    Foundation Inc         		Employer identification number

    52-1607300
    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 Morton K and Jane Blaustein
     
    Foundation Inc
    EIN:
    52-1607300
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting Fees 70,000 28,000   42,000

    TY 2018 InvestmentsOtherSchedule2
    Name:
    The Morton K and Jane Blaustein
     
    Foundation Inc
    EIN:
    52-1607300
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ASF VI AT COST 358,144 657,364
    ASF VIII AT COST 100 100
    AXA Secondary Fd V AT COST 0 219,546
    BGI Equity Index AT COST 15,976,200 15,589,018
    Boston Partners Int'l Eqty AT COST 1,699,608 1,699,918
    Coller Int'l AT COST 0 79,584
    Commonfund Int'l PEP VI AT COST 304,687 315,152
    Commonfund PEP V AT COST 76,721 73,731
    Commonfund PEP VII AT COST 293,000 307,678
    Commonfund Venture VI AT COST 97,034 98,382
    Commonfund Venture VIII AT COST 439,509 465,062
    DFA Emerging Markets Value AT COST 2,113,295 2,081,609
    First Eagle Global AT COST 4,781,238 5,385,390
    Flag Int'l Partners II AT COST 669,599 737,883
    Flag International Partners AT COST 517,288 599,217
    Flag Private Equity III LP AT COST 392,113 428,641
    Flag Private Equity IV LP AT COST 606,576 604,054
    Flag Venture Partners VI AT COST 492,528 510,420
    Ironwood Int'l AT COST 913,843 1,750,923
    Ironwood Int'l Class A4S4 AT COST 88,991 109,354
    Investec Global Francise AT COST 4,347,686 3,894,497
    JP Morgan Riverbridge Equities AT COST 1,944,164 2,711,318
    Lazard GL Infrastructure AT COST 1,684,986 1,430,584
    Legg Mason Global Asset AT COST 2,974,225 2,594,344
    Lighthouse Global Long AT COST 1,100,000 1,142,498
    Madison Funds Small Cap Fund AT COST 2,860,556 2,127,489
    MetWest Total Return AT COST 2,545,948 2,449,269
    MFS Sers Tr X Int'l Growth I AT COST 512,276 727,329
    Neuberger Berman AT COST 1,252,653 1,252,653
    Oaktree Opp Fund X AT COST 1,033,288 1,033,289
    Oaktree Opp Fund XB AT COST 117,578 117,578
    Oaktree Real Estate Fd V AT COST 208,673 208,672
    RBC Fds Tr Emkt Eqty I AT COST 2,369,928 2,132,749
    Siguler Guff Fund III AT COST 177,639 176,445
    Spur Ventures III AT COST 859,156 1,429,695
    Vanguard Inflation Protected AT COST 1,568,997 1,478,382

    TY 2018 OtherAssetsSchedule
    Name:
    The Morton K and Jane Blaustein
     
    Foundation Inc
    EIN:
    52-1607300
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Dividend receivable 3,137 6,519 6,519


    TY 2018 OtherExpensesSchedule
    Name:
    The Morton K and Jane Blaustein
     
    Foundation Inc
    EIN:
    52-1607300
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Equipment & Equipment Maintenance 6,403 0   6,403
    Supplies 453 0   453
    Misc 871 0   871
    Telephone 1,085 0   1,085
    Bank Fee 36 0   36
    Software 398 0   398
    Postage 80 0   80


    TY 2018 OtherIncomeSchedule2
    Name:
    The Morton K and Jane Blaustein
     
    Foundation Inc
    EIN:
    52-1607300
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Fed/State Tax Refund 7,000 0 7,000
    BGI Equity -5,028 -5,028 -5,028
    Book income/alternative investments -1,254,380   -1,254,380
    Boston Partners Int'l Eqty -1,166 -1,166 -1,166
    Commonfund Intl Vent VI -7,193 -7,630 -7,193
    Commonfund PEP V -4,217 -1,114 -4,217
    Commonfund PEP VII -3,375 -7,461 -3,375
    Commonfund Venture Pt VI -1,570 -1,487 -1,570
    Commonfund Venture VIII -5,330 -5,324 -5,330
    Flag International -6,224 -6,229 -6,224
    Flag Intl Partners II 16,160 16,160 16,160
    Flag Priv Eq III -4,973 -13,200 -4,973
    Flag Priv Eq IV -3,650 -16,744 -3,650
    Flag Venture VI -7,836 -7,821 -7,836
    Neuberger Berman 35,623 -86,383 35,623
    Oaktree Opp Fund X, LP -3,280 -13,513 -3,280
    Oaktree Opp Fund XB, LP -485 -434 -485
    Oaktree Real Estate Fd V 32,963 7,036 32,963
    Sigular Guff -5,331 -5,347 -5,331
    Spur Ventures III 14,124 14,156 14,124


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    The Morton K and Jane Blaustein
     
    Foundation Inc
    EIN:
    52-1607300
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Pavillion Advisory 60,046 60,046   0
    BGI Equity 25,000 25,000   0
    JP Morgan RiverBridge 31,081 31,081   0
    Coller Int'l Partners V-B 2,878 2,878   0


    TY 2018 TaxesSchedule
    Name:
    The Morton K and Jane Blaustein
     
    Foundation Inc
    EIN:
    52-1607300
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Foreign Tax 35,054 35,054   0
    Excise Tax 34,000 0   0
    State taxes 718 718   0