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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
THE HENRY AND RUTH BLAUSTEIN ROSENBERG
FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)100 LIGHT STREET SUITE 2500
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BALTIMORE, MD21202
A Employer identification number

52-6038384
B Telephone number (see instructions)

(410) 347-7066
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$30,994,202J 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) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 466,186 466,186  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 857,405
b Gross sales price for all assets on line 6a 3,791,439
7 Capital gain net income (from Part IV, line 2)... 857,405
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 -18,369 -22,727  
12 Total. Add lines 1 through 11........ 1,305,222 1,300,864  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 114,452 0   114,452
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 127,000 50,800   76,200
c Other professional fees (attach schedule).... Click to see attachment 124,017 124,017   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 29,758 28,758   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 9,736 0   9,736
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 20,722 0   397
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 425,685 203,575   200,785
25 Contributions, gifts, grants paid....... 1,465,000 1,470,000
26 Total expenses and disbursements. Add lines 24 and 25 1,890,685 203,575   1,670,785
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -585,463
b Net investment income (if negative, enter -0-) 1,097,289
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 226,195 219,942 219,942
2 Savings and temporary cash investments......... 696,314 305,358 305,358
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)....... 0 Click to see attachment14,069,707 14,069,707
c Investments—corporate bonds (attach schedule)....... 0 Click to see attachment5,520,817 5,520,817
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 0 Click to see attachment10,878,378 10,878,378
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment28,655,524 Click to see attachment0 Click to see attachment0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 29,578,033 30,994,202 30,994,202
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 FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 29,578,033 30,994,202
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 29,578,033 30,994,202
30 Total liabilities and net assets/fund balances (see instructions). 29,578,033 30,994,202
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
29,578,033
2
Enter amount from Part I, line 27a .....................
2
-585,463
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
2,001,632
4
Add lines 1, 2, and 3 ..........................
4
30,994,202
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 29 .
6
30,994,202
Form 990-PF (2020)
Form 990-PF (2020)
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 PUBLICLY TRADED SECURITIES P    
b JPMORGAN CAPITAL GAIN DISTRIBUTIONS P    
c CRP VIII OFFSHORE (CARLYLE) P    
d GOLDENTREE OFFSHORE P    
e ATEL CAPITAL EQUIPMENT FD IX P    
ROCKEFELLER GLOBAL EQUITY FD I LP P    
PEG III CFPI OFFSHORE 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 2,878,815   2,894,537 -15,722
b 109,849     109,849
c 20,624     20,624
d 94,180   34,130 60,050
e 3,600   5,367 -1,767
537,563     537,563
146,808     146,808
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       -15,722
b       109,849
c       20,624
d       60,050
e       -1,767
      537,563
      146,808
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 2 857,405
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 15,252
c All other domestic foundations enter 1.39% 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 15,252
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 15,252
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 50,151
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 20,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 70,151
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 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 54,899
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet54,899 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 the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMD
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 addressbulletN/A
    14
    The books are in care ofbulletROSEMORE PROFESSIONAL SERVICES INC Telephone no.bullet (410) 347-7066

    Located atbullet100 LIGHT STREET SUITE 2500BALTIMOREMD 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 2020, 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    FRANK B ROSENBERG PRESIDENT AND TRUSTEE
    1.00     		0 0 0
    C/O ROSEMORE PROFESSIONAL SERVICES
    INC 100 LIGHT STREET SUITE 2500
    BALTIMORE,MD21202
    RUSSELL J HOFFBERGER VICE PRESIDENT AND TRUSTEE
    1.00     		0 0 0
    C/O ROSEMORE PROFESSIONAL SERVICES
    INC 100 LIGHT STREET SUITE 2500
    BALTIMORE,MD21202
    JEFFREY A HOFFBERGER TRUSTEE
    1.00     		0 0 0
    C/O ROSEMORE PROFESSIONAL SERVICES
    INC 100 LIGHT STREET SUITE 2500
    BALTIMORE,MD21202
    VALERIE COTE TRUSTEE
    1.00     		0 0 0
    C/O ROSEMORE PROFESSIONAL SERVICES
    INC 100 LIGHT STREET SUITE 2500
    BALTIMORE,MD21202
    SIMON HOFFBERGER TRUSTEE
    1.00     		0 0 0
    C/O ROSEMORE PROFESSIONAL SERVICES
    INC 100 LIGHT STREET SUITE 2500
    BALTIMORE,MD21202
    AMANDA ROSENBERG TRUSTEE
    1.00     		0 0 0
    C/O ROSEMORE PROFESSIONAL SERVICES
    INC 100 LIGHT STREET SUITE 2500
    BALTIMORE,MD21202
    EZRA ROSENBERG TRUSTEE
    1.00     		0 0 0
    C/O ROSEMORE PROFESSIONAL SERVICES
    INC 100 LIGHT STREET SUITE 2500
    BALTIMORE,MD21202
    DALE E MAXSON TREASURER AND ASSISTANT SECRETARY
    1.00     		0 0 0
    C/O ROSEMORE PROFESSIONAL SERVICES
    INC 100 LIGHT STREET SUITE 2500
    BALTIMORE,MD21202
    SCOTT MCCADDEN ASSISTANT TREASURER
    1.00     		0 0 0
    C/O ROSEMORE PROFESSIONAL SERVICES
    INC 100 LIGHT STREET SUITE 2500
    BALTIMORE,MD21202
    BETSY F RINGEL SECRETARY
    1.00     		0 0 0
    C/O ROSEMORE PROFESSIONAL SERVICES
    INC 100 LIGHT STREET SUITE 2500
    BALTIMORE,MD21202
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    ROSEMORE PROFESSIONAL SERVICES INC FINANCIAL SERVICES 127,000
    100 LIGHT STREET SUITE 2500
    BALTIMORE,MD21202
    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 ADMINISTRATION OF GRANTS IS THE ONLY ACTIVITY. 0
    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 (2020)
    Form 990-PF (2020)
    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
    27,218,258
    b
    Average of monthly cash balances.......................
    1b
    805,903
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    28,024,161
    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
    28,024,161
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    420,362
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    27,603,799
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,380,190
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,380,190
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    15,252
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    15,252
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,364,938
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,364,938
    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
    1,364,938
    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
    1,670,785
    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
    1,670,785
    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
    1,670,785
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 1,364,938
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016...... 162,888
    c From 2017...... 143,970
    d From 2018...... 173,570
    e From 2019...... 204,660
    fTotal of lines 3a through e........ 685,088
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,670,785
    a Applied to 2019, 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 2020 distributable amount..... 1,364,938
    e Remaining amount distributed out of corpus 305,847
    5 Excess distributions carryover applied to 2020. 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 5 990,935
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		990,935
    10 Analysis of line 9:
    a Excess from 2016.... 162,888
    b Excess from 2017.... 143,970
    c Excess from 2018.... 173,570
    d Excess from 2019.... 204,660
    e Excess from 2020.... 305,847
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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:
    BETSY RINGEL
    BPG ONE SOUTH STREET 2900
    BALTIMORE,MD212023334
    (410) 347-7103
    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 (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ABILITIES NETWORK
    8503 LASALLE ROAD
    TOWSON,MD212865926     		  PC SUPPORT FOR THE HEALTHY FAMILIES BALTIMORE COUNTY PROGRAM 17,500
    ALEX'S TEAM FOUNDATION
    90 CANAL STREET 4TH FLOOR
    BOSTON,MA02114     		  PC GENERAL SUPPORT 10,000
    AMERICAN HEART ASSOCIATION - MID ATLANTIC AFFILIATE
    5001 SOUTH MIAMI BOULEVARD SUITE
    300
    DURHAM,NC27703     		  PC SUPPORT FOR THE FOODWORKS CULINARY TRAINING PROGRAM AT THE SIMPLE COOKING WITH HEART KITCHEN IN BALTIMORE 25,000
    AMERICAN VISIONARY ART MUSEUM INC
    800 KEY HIGHWAY
    BALTIMORE,MD212303940     		  PC GENERAL SUPPORT AND ONE-TIME SUPPLEMENT FOR COVID RESPONSE 20,000
    ARTS EDUCATION IN MARYLAND SCHOOLS
    190 WEST OSTEND STREET SUITE 210
    BALTIMORE,MD212303794     		  PC GENERAL SUPPORT 10,000
    ARTS EVERY DAY INC
    120 WEST NORTH AVENUE SUITE 303
    BALTIMORE,MD212015987     		  PC GENERAL SUPPORT 15,000
    ASPEN COMMUNITY FOUNDATION
    455 GOLD RIVERS COURT SUITE 515
    BASALT,CO81621     		  PC SUPPORT FOR MENTAL HEALTH FUND 2,500
    ASPEN COMMUNITY FOUNDATION
    456 GOLD RIVERS COURT SUITE 515
    BASALT,CO81621     		  PC SUPPORT FOR THE COVID-19 REGIONAL RESPONSE FUND 10,000
    THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE INC
    101 WEST MOUNT ROYAL AVENUE
    BALTIMORE,MD212015781     		  PC GENERAL SUPPORT FOR THE 2021 AND 2022 ANNUAL CAMPAIGN 150,000
    THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE INC
    102 WEST MOUNT ROYAL AVENUE
    BALTIMORE,MD212015781     		  PC SUPPORT FOR THE CENETENNIAL CAMPAIGN 80,000
    THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE INC
    103 WEST MOUNT ROYAL AVENUE
    BALTIMORE,MD212015781     		  PC SUPPORT FOR THE ASSOCIATED'S COVID-19 EMERGENCY RESPONSE 20,000
    BALTIMORE CHILD ABUSE CENTER INC
    2300 NORTH CHARLES STREET
    BALTIMORE,MD21218     		  PC EMERGENCY RESPONSE SUPPORT DURING THE PANDEMIC 10,000
    BALTIMORE CHORAL ARTS SOCIETY INC
    1316 PARK AVENUE
    BALTIMORE,MD212174103     		  PC SUPPORT FOR THE ANNUAL CONCERT IN HONOR OF RUTH BLAUSTEIN ROSENBERG 17,500
    BALTIMORE CIVIC FUND
    ONE NORTH CHARLES STREET SUITE 1600
    BALTIMORE,MD21201     		  PC SUPPORT FOR THE RAPID REHOUSING INITIATIVE OF THE JOURNEY HOME 15,000
    BALTIMORE COMMUNITY FOUNDATION
    11 EAST MT ROYAL AVENUE SECOND
    FLOOR
    BALTIMORE,MD21202     		  PC SUPPORT FOR THE BALTIMORE COUNTY COVID-19 EMERGENCY RESPONSE FUND 40,000
    BALTIMORE MUSEUM OF INDUSTRY
    1415 KEY HIGHWAY
    BALTIMORE,MD212305115     		  PC GENERAL SUPPORT 12,500
    BALTIMORE SCHOOL FOR THE ARTS FOUNDATION INC
    712 CATHEDRAL STREET
    BALTIMORE,MD212015210     		  PC CAPITAL SUPPORT FOR THE CHARLES C. BAUM FILM AND VISUAL STORYTELLING DEPARTMENT 25,000
    BALTIMORE SQUASHWISE
    3600 CLIPPER MILL ROAD SUITE 103
    BALTIMORE,MD212111900     		  PC GENERAL SUPPORT 15,000
    THE BALTIMORE SYMPHONY ORCHESTRA
    1212 CATHEDRAL STREET
    BALTIMORE,MD212015556     		  PC GENERAL SUPPORT 75,000
    BOSTON MEDICAL CENTER CORPORATION
    DEVELOPMENT OFFICE 801 MASSACHUSETT
    AVENUE FIRST FLOOR
    BOSTON,MA021182393     		  PC SUPPORT FOR THE AUTISM PROGRAM 10,000
    BROWN MEMORIAL PARK AVENUE PRESBYTERIAN CHURCH
    1316 PARK AVENUE
    BALTIMORE,MD21217     		  PC SUPPORT FOR THE TUTORING PROGRAM 2,500
    BRYN MAWR SCHOOL FOR GIRLS OF BALTIMORE CITY
    109 WEST MELROSE AVENUE
    BALTIMORE,MD212101326     		  PC SUPPORT FOR THE ANNUAL FUND 2,500
    BUILDING STEPS
    PO BOX 1393
    BROOKLAND,MD210221393     		  PC GENERAL SUPPORT 15,000
    CAROLINE CENTER
    900 SOMERSET STREET
    BALTIMORE,MD21202     		  PC GENERAL SUPPORT 10,000
    CASA OF BALTIMORE COUNTY INC
    305 WEST CHESAPEAKE AVENUE SUITE
    117
    TOWSON,MD212044435     		  PC GENERAL SUPPORT 2,500
    CENTRAL SCHOLARSHIP BUREAU INC
    6 PARK CENTER COURT SUITE 211
    OWINGS MILLS,MD211175604     		  PC SUPPORT FOR CAREER TRAINING SCHOLARSHIPS 10,000
    CHESAPEAKE HABITAT FOR HUMANITY
    3741 COMMERCE DRIVE SUITE 309
    BALTIMORE,MD212270000     		  PC SUPPORT FOR HABICORPS, THE WORKFORCE DEVELOPMENT PROGRAM 10,000
    CHRIS KLUG FOUNDATION
    PO BOX 64
    ASPEN,CO816120064     		  PC GENERAL SUPPORT THROUGH SPONSORSHIP OF SUMMIT FOR LIFE 20,000
    COACHING CORPS
    310 8TH STREET SUITE 300
    OAKLAND,CA94607     		  PC SUPPORT FOR THE COACHING PROGRAM IN BALTIMORE 2,500
    CODE IN THE SCHOOLS
    10 EAST NORTH AVENUE THIRD FLOOR
    BALTIMORE,MD212024886     		  PC SUPPORT FOR THE PRODIGY PROGRAM 15,000
    COMMUNITY COLLEGE OF BALTIMORE COUNTY
    7201 ROSSVILLE BOULEVARD
    BALTIMORE,MD212373899     		  PC SUPPORT FOR THE CERTIFIED NURSING ASSISTANT/GERIATRIC NURSING ASSISTANT SCHOLARS INITIATIVE 15,000
    DIGITAL HARBOR FOUNDATION
    1045 LIGHT STREET
    BALTIMORE,MD212304017     		  PC SUPPORT FOR THE TECHNOLOGY EDUCATION PATHWAY FOR MIDDLE AND HIGH SCHOOL STUDENTS 12,500
    DIGITAL HARBOR FOUNDATION
    1045 LIGHT STREET
    BALTIMORE,MD212304017     		  PC SUPPORT FOR THE BALTIMORE DIGITAL EQUITY COALITION 10,000
    DYSLEXIA TUTORING PROGRAM INC
    THE ROTUNDA SUITE 310
    BALTIMORE,MD212112109     		  PC GENERAL SUPPORT 30,000
    ENOCH PRATT FREE LIBRARY OF BALTIMORE CITY
    400 CATHEDRAL STREET
    BALTIMORE,MD212014401     		  PC SUPPORT FOR THE EMERGENCY LITERACY PROGRAM 10,000
    THE EVERYMAN THEATRE INC
    315 WEST FAYETTE STREET
    BALTIMORE,MD212013405     		  PC GENERAL SUPPORT 20,000
    THE EVERYMAN THEATRE INC
    315 WEST FAYETTE STREET
    BALTIMORE,MD212013405     		  PC GENERAL SUPPORT AND ONE-TIME SUPPLEMENT FOR COVID RESPONSE 30,000
    EVERYONEON
    413 K STREET NE
    WASHINGTON,DC20002     		  PC SUPPORT FOR ADVOCACY EFFORTS FOCUSED ON DIGITAL EQUITY IN RESPONSE TO THE COVID-19 PANDEMIC 7,500
    EVERYONEON
    413 K STREET NE
    WASHINGTON,DC20002     		  PC SUPPORT FOR ADVOCACY EFFORTS FOCUSED ON DIGITAL EQUITY IN RESPONSE TO THE COVID-19 PANDEMIC 10,000
    THE FAMILY TREE
    2108 NORTH CHARLES STREET
    BALTIMORE,MD212185709     		  PC SUPPORT THROUGH SPONSORSHIP OF LACE UP TO PREVENT CHILD ABUSE 5K IN MEMORY OF BRENT A. ROSENBERG 15,000
    THE FAMILY TREE
    2108 NORTH CHARLES STREET
    BALTIMORE,MD212185709     		  PC GENERAL SUPPORT 32,500
    THE FOUNDATION FIGHTING BLINDNESS
    PO BOX 45740
    BALTIMORE,MD212185740     		  PC GENERAL SUPPORT 2,500
    GILMAN SCHOOL INC
    5407 ROLAND AVENUE
    BALTIMORE,MD212101930     		  PC SUPPORT FOR THE BRIDGES PROGRAM 22,500
    GILMAN SCHOOL INC
    5407 ROLAND AVENUE
    BALTIMORE,MD212101930     		  PC SUPPORT FOR THE BRENT A. ROSENBERG FUND 20,000
    GILMAN SCHOOL INC
    5407 ROLAND AVENUE
    BALTIMORE,MD212101930     		  PC SUPPORT FOR THE ANNUAL FUND 2,500
    GIRLS IN THE GAME
    DOUGLAS PARK FIELDHOUSE - 1401
    SOUTH SACRAMENTO DRIVE
    CHICAGO,IL60623     		  PC SUPPORT FOR THE AFTER SCHOOL PROGRAM IN BALTIMORE CITY 12,500
    GIRLS ROCK CAMPAIGN BOSTON
    POBOX 301526
    JAMAICA PLAIN,MA02130     		  PC GENERAL SUPPORT 5,000
    GREATER BALTIMORE CULTURAL ALLIANCE
    120 WEST NORTH AVENUE SUITE 305
    BALTIMORE,MD212015833     		  PC GENERAL SUPPORT 10,000
    HELPING UP MISSION
    1029 EAST BALTIMORE STREET
    BALTIMORE,MD212024705     		  PC SUPPORT FOR THE EDUCATION AND WORKFORCE DEVELOPMENT PROGRAM 17,500
    HELPING UP MISSION
    1029 EAST BALTIMORE STREET
    BALTIMORE,MD212024705     		  PC EMERGENCY SUPPORT FOR THE COVID-19 FUND 10,000
    HIGHER ACHIEVEMENT PROGRAM
    1500 UNION AVENUE SUITE 2600
    BALTIMORE,MD21211     		  PC GENERAL SUPPORT 5,000
    HOPEWELL CANCER SUPPORT
    PO BOX 755
    BROOKLANDVILLE,MD210220755     		  PC GENERAL SUPPORT 15,000
    HOUSE OF RUTH MARYLAND INC
    2201 ARGONNE DRIVE
    BALTIMORE,MD212181627     		  PC EMERGENCY RESPONSE SUPPORT FOR EXPANDED EFFORTS DURING THE PANDEMIC 20,000
    IMPROVING EDUCATION
    1794 UNION AVENUE
    BALTIMORE,MD212111417     		  PC SUPPORT TO DISTRIBUTE "BEDTIME IN A BOX" KITS TO LOW-INCOME FAMILIES IN BALTIMORE 15,000
    JOHN HOPKINS UNIVERSITY - PEABODY INSTITUTE
    1 EAST MOUNT VERNON PLACE
    BALTIMORE,MD212112226     		  PC SUPPORT FOR THE TUNED-IN PROGRAM 25,000
    KENNEDY KRIEGER INSTITUTE INC
    707 NORTH BROADWAY
    BALTIMORE,MD212051832     		  PC SUPPORT FOR THE RESEARCH INNOVATION FUND 20,000
    LEVELING THE PLAYING FIELD INC
    1794 UNION AVENUE
    BALTIMORE,MD21211     		  PC GENERAL SUPPORT 20,000
    LIFT-UP
    PO BOX 1928
    RIFLE,CO816501928     		  PC SUPPORT FOR PROFRAMMING ROARING FORK VALLEY 2,500
    LIFT-UP
    PO BOX 1928
    RIFLE,CO816501928     		  PC SUPPORT FOR RELIEF EFFORTS DURING THE PANDEMIC 10,000
    LIVING CLASSROOMS FOUNDATION
    1417 THAMES STREET
    BALTIMORE,MD212313664     		  PC SUPPORT FOR PROJECT SERVE EMPLOYMENT TRAINING AND COMPREHENSIVE RE-ENTRY PROGRAM 15,000
    MARINE MAMMAL STRANDING CENTER
    PO BOX 773 3625 BRIGANTINE BLVD
    BRIGANTINE,NJ082031001     		  PC GENERAL SUPPORT 20,000
    MARYLAND CITIZENS FOR THE ARTS INC
    120 WEST NORTH AVENUE SUITE 302
    BALTIMORE,MD212015833     		  PC GENERAL SUPPORT 8,000
    MARYLAND FOOD BANK INC
    2200 HALETHORPE FARMS ROAD
    BALTIMORE,MD212270000     		  PC EMERGENCY SUPPORT IN RESPONSE TO THE COVID PANDEMIC 15,000
    MARYLAND NEW DIRECTIONS INC
    2700 NORTH CHARLES STREET SUITE 200
    BALTIMORE,MD212184300     		  PC GENERAL SUPPORT 15,000
    MARYLAND PHILANTHROPY NETWORK
    1600 WEST 41ST STREET SUITE 700
    BALTIMORE,MD212111504     		  PC GENERAL SUPPORT THROUGH MEMBERSHIP 7,000
    MARYLAND VOLUNTEER LAWYERS FOR THE ARTS
    120 WEST NORTH AVENUE SUITE 305A
    BALTIMORE,MD21201     		  PC GENERAL SUPPORT 7,500
    THE MARYLAND ZOOLOGICAL SOCIETY INC
    1876 MANSION HOUSE DRIVE
    BALTIMORE,MD212174474     		  PC GENERAL SUPPORT 25,000
    MEDICAL EDUCATION RESOURCES INITIATIVE FOR TEENS INC
    1 NORTH HAVEN STREET SUITE 4
    BALTIMORE,MD21224     		  PC GENERAL SUPPORT 15,000
    THE MISSION CONTINUES
    PO BOX 776792
    CHICAGO,IL606776792     		  PC SUPPORT FOR SERVICE PLATOONS IN DENVER,CO, BROWARD COUNTY,FL, AND BALTIMORE 37,500
    NAMI METROPOLITAN BALTIMORE INC
    6600 YORK ROAD SUITE 204
    BALTIMORE,MD212122024     		  PC EMERGENCY RESPONSE SUPPORT DURING THE PANDEMIC 10,000
    NEXT ONE UP FOUNDATION
    PO BOX 22503
    BALTIMORE,MD21203     		  PC GENERAL SUPPORT 20,000
    NPOWER
    55 WASHINGTON STREET SUITE 560
    BROOKLYN,NY112011061     		  PC SUPPORT FOR TRAINING PROGRAMS IN BALTIMORE 15,000
    OUR JOYFOL NOISE BALTIMORE
    2701 QUARRY HEIGHTS WAY
    BALTIMORE,MD21209     		  PC GENERAL SUPPORT 7,500
    PICKLEBERRY PIE INCORPORATED
    7426 BARCLAY ROAD
    CHELTENHAM,PA190121303     		  PC SUPPORT FOR VIRTUAL HOSPITAL PERFORMANCES AT KENNEDY KRIEGER INSTITUTE AND SINAI HOSPITAL 5,000
    PLANNED PARENTHOOD OF MARYLAND
    330 NORTH HOWARD STREET
    BALTIMORE,MD212013610     		  PC SUPPORT FOR THE PEER EDUCATION PROGRAM 25,000
    SBLC LEARNING WORKS
    28 EAST OSTEND STREET
    BALTIMORE,MD212304245     		  PC GENERAL SUPPORT 15,000
    SOCCER WITHOUT BORDERS MARYLAND
    3700 EASTERN AVENUE
    BALTIMORE,MD212244207     		  PC GENERAL SUPPORT 10,000
    THE STAR SPANGLED BANNER FLAG HOUSE
    844 EAST PRATT STREET
    BALTIMORE,MD212024403     		  PC GENERAL SUPPORT 10,000
    SURFRIDER FOUNDATION
    PO BOX 73550
    SAN CLEMENTE,CA926730119     		  PC SUPPORT FOR THE PALM BEACH COUNTY CHAPTER, INCLUDING SUPPORT FOR THE BLUE WATER TASK FORCE 10,000
    UNITED WAY OF CENTRAL MARYLAND
    1800 WASHINGTON BOULEVARD SUITE 340
    BALTIMORE,MD212301732     		  PC SUPPORT FOR THE EARLY CHILDHOOD DEVELOPMENT PROGRAM AT THE UNITED WAY BEN FRANKLIN CENTER 20,000
    URBAN ALLIANCE
    1500 UNION AVENUE SUITE 2100
    BALTIMORE,MD21211     		  PC SUPPORT FOR THE HIGH SCHOOL INTERNSHIP PROGRAM 12,500
    WATERTOWN COOPERATIVE NURSERY SCHOOL
    525 MAIN STREET
    WATERTOWN,MA024722260     		  PC GENERAL SUPPORT 5,000
    WIDE ANGLE YOUTH MEDIA INC
    2601 NORTH HOWARD STREET SUITE 160
    BALTIMORE,MD212184964     		  PC GENERAL SUPPORT 12,500
    YOUNG AUDIENCES OF MARYLAND INC
    2600 NORTH HOWARD STREET SUITE 1300
    BALTIMORE,MD212184888     		  PC GENERAL SUPPORT AND SUPPORT FOR THE WOLF TRAP EARLY LEARNING THROUGH THE ARTS PROGRAM 25,000
    YOUTHENTITY
    PO BOX 1989
    CARBONDALE,CO816234989     		  PC GENERAL SUPPORT 2,500
    YOUTHZONE
    413 9TH STREET
    GLENWOOD SPRINGS,CO81601     		  PC GENERAL SUPPORT 2,500
    Total .................................bullet 3a 1,470,000
    bApproved for future payment
    AMERICAN VISIONARY ART MUSEUM INC
    800 KEY HIGHWAY
    BALTIMORE,MD212303940     		  PC GENERAL SUPPORT 10,000
    ARTS EDUCATION IN MARYLAND SCHOOLS
    190 WEST OSTEND STREET SUITE 210
    BALTIMORE,MD212303794     		  PC GENERAL SUPPORT 10,000
    BALTIMORE MUSEUM OF INDUSTRY
    1415 KEY HIGHWAY
    BALTIMORE,MD212305115     		  PC GENERAL SUPPORT 12,500
    BALTIMORE SQUASHWISE
    3600 CLIPPER MILL ROAD SUITE 103
    BALTIMORE,MD212111900     		  PC GENERAL SUPPORT 15,000
    CENTRAL SCHOLARSHIP BUREAU INC
    6 PARK CENTER COURT SUITE 211
    OWINGS MILLS,MD211175604     		  PC SUPPORT FOR CAREER TRAINING SCHOLARSHIPS 10,000
    CHESAPEAKE HABITAT FOR HUMANITY
    3741 COMMERCE DRIVE SUITE 309
    BALTIMORE,MD212270000     		  PC SUPPORT FOR HABICORPS, THE WORKFORCE DEVELOPMENT PROGRAM 10,000
    CODE IN THE SCHOOLS
    10 EAST NORTH AVENUE THIRD FLOOR
    BALTIMORE,MD212024886     		  PC SUPPORT FOR THE PRODIGY PROGRAM 15,000
    ENOCH PRATT FREE LIBRARY OF BALTIMORE CITY
    400 CATHEDRAL STREET
    BALTIMORE,MD212014401     		  PC SUPPORT FOR THE EMERGENCY LITERACY PROGRAM 10,000
    THE EVERYMAN THEATRE INC
    315 WEST FAYETTE STREET
    BALTIMORE,MD212013405     		  PC GENERAL SUPPORT 20,000
    THE FAMILY TREE
    2108 NORTH CHARLES STREET
    BALTIMORE,MD212185709     		  PC GENERAL SUPPORT 25,000
    GREATER BALTIMORE CULTURAL ALLIANCE
    120 WEST NORTH AVENUE SUITE 305
    BALTIMORE,MD212015833     		  PC GENERAL SUPPORT 10,000
    HOPEWELL CANCER SUPPORT
    PO BOX 755
    BROOKLANDVILLE,MD210220755     		  PC GENERAL SUPPORT 15,000
    MARYLAND CITIZENS FOR THE ARTS INC
    120 WEST NORTH AVENUE SUITE 302
    BALTIMORE,MD212015833     		  PC GENERAL SUPPORT 8,000
    MARYLAND VOLUNTEER LAWYERS FOR THE ARTS
    120 WEST NORTH AVENUE SUITE 305A
    BALTIMORE,MD21201     		  PC GENERAL SUPPORT 7,500
    MEDICAL EDUCATION RESOURCES INITIATIVE FOR TEENS INC
    1 NORTH HAVEN STREET SUITE 4
    BALTIMORE,MD21224     		  PC GENERAL SUPPORT 15,000
    NEXT ONE UP FOUNDATION
    PO BOX 22503
    BALTIMORE,MD21203     		  PC GENERAL SUPPORT 20,000
    THE OPEN DOOR CHRISTIAN CHURCH
    PO BOX 743
    NEW LONDON,MN562730743     		  PC SUPPORT FOR THE PALM BEACH TROOP SUPPORT 10,000
    PLANNED PARENTHOOD OF MARYLAND
    330 NORTH HOWARD STREET
    BALTIMORE,MD212013610     		  PC SUPPORT FOR THE PEER EDUCATION PROGRAM 25,000
    SBLC LEARNING WORKS
    28 EAST OSTEND STREET
    BALTIMORE,MD212304245     		  PC GENERAL SUPPORT 15,000
    Total .................................bullet 3b 263,000
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 ...........     		         
    4 Dividends and interest from securities....     14 466,186  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 857,405  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aROCKEFELLER GLOBAL LP/K1     		531390   18 -22,727  
    bINCOME TAX REFUND       4,358  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 1,305,222 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,305,222
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ABILITIES NETWORK8503 LASALLE ROAD
    TOWSON,MD212865926     		  PC SUPPORT FOR THE HEALTHY FAMILIES BALTIMORE COUNTY PROGRAM 17,500
    ALEX'S TEAM FOUNDATION90 CANAL STREET 4TH FLOOR
    BOSTON,MA02114     		  PC GENERAL SUPPORT 10,000
    AMERICAN HEART ASSOCIATION - MID ATLANTIC AFFILIATE5001 SOUTH MIAMI BOULEVARD SUITE
    300
    DURHAM,NC27703     		  PC SUPPORT FOR THE FOODWORKS CULINARY TRAINING PROGRAM AT THE SIMPLE COOKING WITH HEART KITCHEN IN BALTIMORE 25,000
    AMERICAN VISIONARY ART MUSEUM INC800 KEY HIGHWAY
    BALTIMORE,MD212303940     		  PC GENERAL SUPPORT AND ONE-TIME SUPPLEMENT FOR COVID RESPONSE 20,000
    ARTS EDUCATION IN MARYLAND SCHOOLS190 WEST OSTEND STREET SUITE 210
    BALTIMORE,MD212303794     		  PC GENERAL SUPPORT 10,000
    ARTS EVERY DAY INC120 WEST NORTH AVENUE SUITE 303
    BALTIMORE,MD212015987     		  PC GENERAL SUPPORT 15,000
    ASPEN COMMUNITY FOUNDATION455 GOLD RIVERS COURT SUITE 515
    BASALT,CO81621     		  PC SUPPORT FOR MENTAL HEALTH FUND 2,500
    ASPEN COMMUNITY FOUNDATION456 GOLD RIVERS COURT SUITE 515
    BASALT,CO81621     		  PC SUPPORT FOR THE COVID-19 REGIONAL RESPONSE FUND 10,000
    THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE INC101 WEST MOUNT ROYAL AVENUE
    BALTIMORE,MD212015781     		  PC GENERAL SUPPORT FOR THE 2021 AND 2022 ANNUAL CAMPAIGN 150,000
    THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE INC102 WEST MOUNT ROYAL AVENUE
    BALTIMORE,MD212015781     		  PC SUPPORT FOR THE CENETENNIAL CAMPAIGN 80,000
    THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE INC103 WEST MOUNT ROYAL AVENUE
    BALTIMORE,MD212015781     		  PC SUPPORT FOR THE ASSOCIATED'S COVID-19 EMERGENCY RESPONSE 20,000
    BALTIMORE CHILD ABUSE CENTER INC2300 NORTH CHARLES STREET
    BALTIMORE,MD21218     		  PC EMERGENCY RESPONSE SUPPORT DURING THE PANDEMIC 10,000
    BALTIMORE CHORAL ARTS SOCIETY INC1316 PARK AVENUE
    BALTIMORE,MD212174103     		  PC SUPPORT FOR THE ANNUAL CONCERT IN HONOR OF RUTH BLAUSTEIN ROSENBERG 17,500
    BALTIMORE CIVIC FUNDONE NORTH CHARLES STREET SUITE 1600
    BALTIMORE,MD21201     		  PC SUPPORT FOR THE RAPID REHOUSING INITIATIVE OF THE JOURNEY HOME 15,000
    BALTIMORE COMMUNITY FOUNDATION11 EAST MT ROYAL AVENUE SECOND
    FLOOR
    BALTIMORE,MD21202     		  PC SUPPORT FOR THE BALTIMORE COUNTY COVID-19 EMERGENCY RESPONSE FUND 40,000
    BALTIMORE MUSEUM OF INDUSTRY1415 KEY HIGHWAY
    BALTIMORE,MD212305115     		  PC GENERAL SUPPORT 12,500
    BALTIMORE SCHOOL FOR THE ARTS FOUNDATION INC712 CATHEDRAL STREET
    BALTIMORE,MD212015210     		  PC CAPITAL SUPPORT FOR THE CHARLES C. BAUM FILM AND VISUAL STORYTELLING DEPARTMENT 25,000
    BALTIMORE SQUASHWISE3600 CLIPPER MILL ROAD SUITE 103
    BALTIMORE,MD212111900     		  PC GENERAL SUPPORT 15,000
    THE BALTIMORE SYMPHONY ORCHESTRA1212 CATHEDRAL STREET
    BALTIMORE,MD212015556     		  PC GENERAL SUPPORT 75,000
    BOSTON MEDICAL CENTER CORPORATIONDEVELOPMENT OFFICE 801 MASSACHUSETT
    AVENUE FIRST FLOOR
    BOSTON,MA021182393     		  PC SUPPORT FOR THE AUTISM PROGRAM 10,000
    BROWN MEMORIAL PARK AVENUE PRESBYTERIAN CHURCH1316 PARK AVENUE
    BALTIMORE,MD21217     		  PC SUPPORT FOR THE TUTORING PROGRAM 2,500
    BRYN MAWR SCHOOL FOR GIRLS OF BALTIMORE CITY109 WEST MELROSE AVENUE
    BALTIMORE,MD212101326     		  PC SUPPORT FOR THE ANNUAL FUND 2,500
    BUILDING STEPSPO BOX 1393
    BROOKLAND,MD210221393     		  PC GENERAL SUPPORT 15,000
    CAROLINE CENTER900 SOMERSET STREET
    BALTIMORE,MD21202     		  PC GENERAL SUPPORT 10,000
    CASA OF BALTIMORE COUNTY INC305 WEST CHESAPEAKE AVENUE SUITE
    117
    TOWSON,MD212044435     		  PC GENERAL SUPPORT 2,500
    CENTRAL SCHOLARSHIP BUREAU INC6 PARK CENTER COURT SUITE 211
    OWINGS MILLS,MD211175604     		  PC SUPPORT FOR CAREER TRAINING SCHOLARSHIPS 10,000
    CHESAPEAKE HABITAT FOR HUMANITY3741 COMMERCE DRIVE SUITE 309
    BALTIMORE,MD212270000     		  PC SUPPORT FOR HABICORPS, THE WORKFORCE DEVELOPMENT PROGRAM 10,000
    CHRIS KLUG FOUNDATIONPO BOX 64
    ASPEN,CO816120064     		  PC GENERAL SUPPORT THROUGH SPONSORSHIP OF SUMMIT FOR LIFE 20,000
    COACHING CORPS310 8TH STREET SUITE 300
    OAKLAND,CA94607     		  PC SUPPORT FOR THE COACHING PROGRAM IN BALTIMORE 2,500
    CODE IN THE SCHOOLS10 EAST NORTH AVENUE THIRD FLOOR
    BALTIMORE,MD212024886     		  PC SUPPORT FOR THE PRODIGY PROGRAM 15,000
    COMMUNITY COLLEGE OF BALTIMORE COUNTY7201 ROSSVILLE BOULEVARD
    BALTIMORE,MD212373899     		  PC SUPPORT FOR THE CERTIFIED NURSING ASSISTANT/GERIATRIC NURSING ASSISTANT SCHOLARS INITIATIVE 15,000
    DIGITAL HARBOR FOUNDATION1045 LIGHT STREET
    BALTIMORE,MD212304017     		  PC SUPPORT FOR THE TECHNOLOGY EDUCATION PATHWAY FOR MIDDLE AND HIGH SCHOOL STUDENTS 12,500
    DIGITAL HARBOR FOUNDATION1045 LIGHT STREET
    BALTIMORE,MD212304017     		  PC SUPPORT FOR THE BALTIMORE DIGITAL EQUITY COALITION 10,000
    DYSLEXIA TUTORING PROGRAM INCTHE ROTUNDA SUITE 310
    BALTIMORE,MD212112109     		  PC GENERAL SUPPORT 30,000
    ENOCH PRATT FREE LIBRARY OF BALTIMORE CITY400 CATHEDRAL STREET
    BALTIMORE,MD212014401     		  PC SUPPORT FOR THE EMERGENCY LITERACY PROGRAM 10,000
    THE EVERYMAN THEATRE INC315 WEST FAYETTE STREET
    BALTIMORE,MD212013405     		  PC GENERAL SUPPORT 20,000
    THE EVERYMAN THEATRE INC315 WEST FAYETTE STREET
    BALTIMORE,MD212013405     		  PC GENERAL SUPPORT AND ONE-TIME SUPPLEMENT FOR COVID RESPONSE 30,000
    EVERYONEON413 K STREET NE
    WASHINGTON,DC20002     		  PC SUPPORT FOR ADVOCACY EFFORTS FOCUSED ON DIGITAL EQUITY IN RESPONSE TO THE COVID-19 PANDEMIC 7,500
    EVERYONEON413 K STREET NE
    WASHINGTON,DC20002     		  PC SUPPORT FOR ADVOCACY EFFORTS FOCUSED ON DIGITAL EQUITY IN RESPONSE TO THE COVID-19 PANDEMIC 10,000
    THE FAMILY TREE2108 NORTH CHARLES STREET
    BALTIMORE,MD212185709     		  PC SUPPORT THROUGH SPONSORSHIP OF LACE UP TO PREVENT CHILD ABUSE 5K IN MEMORY OF BRENT A. ROSENBERG 15,000
    THE FAMILY TREE2108 NORTH CHARLES STREET
    BALTIMORE,MD212185709     		  PC GENERAL SUPPORT 32,500
    THE FOUNDATION FIGHTING BLINDNESSPO BOX 45740
    BALTIMORE,MD212185740     		  PC GENERAL SUPPORT 2,500
    GILMAN SCHOOL INC5407 ROLAND AVENUE
    BALTIMORE,MD212101930     		  PC SUPPORT FOR THE BRIDGES PROGRAM 22,500
    GILMAN SCHOOL INC5407 ROLAND AVENUE
    BALTIMORE,MD212101930     		  PC SUPPORT FOR THE BRENT A. ROSENBERG FUND 20,000
    GILMAN SCHOOL INC5407 ROLAND AVENUE
    BALTIMORE,MD212101930     		  PC SUPPORT FOR THE ANNUAL FUND 2,500
    GIRLS IN THE GAMEDOUGLAS PARK FIELDHOUSE - 1401
    SOUTH SACRAMENTO DRIVE
    CHICAGO,IL60623     		  PC SUPPORT FOR THE AFTER SCHOOL PROGRAM IN BALTIMORE CITY 12,500
    GIRLS ROCK CAMPAIGN BOSTONPOBOX 301526
    JAMAICA PLAIN,MA02130     		  PC GENERAL SUPPORT 5,000
    GREATER BALTIMORE CULTURAL ALLIANCE120 WEST NORTH AVENUE SUITE 305
    BALTIMORE,MD212015833     		  PC GENERAL SUPPORT 10,000
    HELPING UP MISSION1029 EAST BALTIMORE STREET
    BALTIMORE,MD212024705     		  PC SUPPORT FOR THE EDUCATION AND WORKFORCE DEVELOPMENT PROGRAM 17,500
    HELPING UP MISSION1029 EAST BALTIMORE STREET
    BALTIMORE,MD212024705     		  PC EMERGENCY SUPPORT FOR THE COVID-19 FUND 10,000
    HIGHER ACHIEVEMENT PROGRAM1500 UNION AVENUE SUITE 2600
    BALTIMORE,MD21211     		  PC GENERAL SUPPORT 5,000
    HOPEWELL CANCER SUPPORTPO BOX 755
    BROOKLANDVILLE,MD210220755     		  PC GENERAL SUPPORT 15,000
    HOUSE OF RUTH MARYLAND INC2201 ARGONNE DRIVE
    BALTIMORE,MD212181627     		  PC EMERGENCY RESPONSE SUPPORT FOR EXPANDED EFFORTS DURING THE PANDEMIC 20,000
    IMPROVING EDUCATION1794 UNION AVENUE
    BALTIMORE,MD212111417     		  PC SUPPORT TO DISTRIBUTE "BEDTIME IN A BOX" KITS TO LOW-INCOME FAMILIES IN BALTIMORE 15,000
    JOHN HOPKINS UNIVERSITY - PEABODY INSTITUTE1 EAST MOUNT VERNON PLACE
    BALTIMORE,MD212112226     		  PC SUPPORT FOR THE TUNED-IN PROGRAM 25,000
    KENNEDY KRIEGER INSTITUTE INC707 NORTH BROADWAY
    BALTIMORE,MD212051832     		  PC SUPPORT FOR THE RESEARCH INNOVATION FUND 20,000
    LEVELING THE PLAYING FIELD INC1794 UNION AVENUE
    BALTIMORE,MD21211     		  PC GENERAL SUPPORT 20,000
    LIFT-UPPO BOX 1928
    RIFLE,CO816501928     		  PC SUPPORT FOR PROFRAMMING ROARING FORK VALLEY 2,500
    LIFT-UPPO BOX 1928
    RIFLE,CO816501928     		  PC SUPPORT FOR RELIEF EFFORTS DURING THE PANDEMIC 10,000
    LIVING CLASSROOMS FOUNDATION1417 THAMES STREET
    BALTIMORE,MD212313664     		  PC SUPPORT FOR PROJECT SERVE EMPLOYMENT TRAINING AND COMPREHENSIVE RE-ENTRY PROGRAM 15,000
    MARINE MAMMAL STRANDING CENTERPO BOX 773 3625 BRIGANTINE BLVD
    BRIGANTINE,NJ082031001     		  PC GENERAL SUPPORT 20,000
    MARYLAND CITIZENS FOR THE ARTS INC120 WEST NORTH AVENUE SUITE 302
    BALTIMORE,MD212015833     		  PC GENERAL SUPPORT 8,000
    MARYLAND FOOD BANK INC2200 HALETHORPE FARMS ROAD
    BALTIMORE,MD212270000     		  PC EMERGENCY SUPPORT IN RESPONSE TO THE COVID PANDEMIC 15,000
    MARYLAND NEW DIRECTIONS INC2700 NORTH CHARLES STREET SUITE 200
    BALTIMORE,MD212184300     		  PC GENERAL SUPPORT 15,000
    MARYLAND PHILANTHROPY NETWORK1600 WEST 41ST STREET SUITE 700
    BALTIMORE,MD212111504     		  PC GENERAL SUPPORT THROUGH MEMBERSHIP 7,000
    MARYLAND VOLUNTEER LAWYERS FOR THE ARTS120 WEST NORTH AVENUE SUITE 305A
    BALTIMORE,MD21201     		  PC GENERAL SUPPORT 7,500
    THE MARYLAND ZOOLOGICAL SOCIETY INC1876 MANSION HOUSE DRIVE
    BALTIMORE,MD212174474     		  PC GENERAL SUPPORT 25,000
    MEDICAL EDUCATION RESOURCES INITIATIVE FOR TEENS INC1 NORTH HAVEN STREET SUITE 4
    BALTIMORE,MD21224     		  PC GENERAL SUPPORT 15,000
    THE MISSION CONTINUESPO BOX 776792
    CHICAGO,IL606776792     		  PC SUPPORT FOR SERVICE PLATOONS IN DENVER,CO, BROWARD COUNTY,FL, AND BALTIMORE 37,500
    NAMI METROPOLITAN BALTIMORE INC6600 YORK ROAD SUITE 204
    BALTIMORE,MD212122024     		  PC EMERGENCY RESPONSE SUPPORT DURING THE PANDEMIC 10,000
    NEXT ONE UP FOUNDATIONPO BOX 22503
    BALTIMORE,MD21203     		  PC GENERAL SUPPORT 20,000
    NPOWER55 WASHINGTON STREET SUITE 560
    BROOKLYN,NY112011061     		  PC SUPPORT FOR TRAINING PROGRAMS IN BALTIMORE 15,000
    OUR JOYFOL NOISE BALTIMORE2701 QUARRY HEIGHTS WAY
    BALTIMORE,MD21209     		  PC GENERAL SUPPORT 7,500
    PICKLEBERRY PIE INCORPORATED7426 BARCLAY ROAD
    CHELTENHAM,PA190121303     		  PC SUPPORT FOR VIRTUAL HOSPITAL PERFORMANCES AT KENNEDY KRIEGER INSTITUTE AND SINAI HOSPITAL 5,000
    PLANNED PARENTHOOD OF MARYLAND330 NORTH HOWARD STREET
    BALTIMORE,MD212013610     		  PC SUPPORT FOR THE PEER EDUCATION PROGRAM 25,000
    SBLC LEARNING WORKS28 EAST OSTEND STREET
    BALTIMORE,MD212304245     		  PC GENERAL SUPPORT 15,000
    SOCCER WITHOUT BORDERS MARYLAND3700 EASTERN AVENUE
    BALTIMORE,MD212244207     		  PC GENERAL SUPPORT 10,000
    THE STAR SPANGLED BANNER FLAG HOUSE844 EAST PRATT STREET
    BALTIMORE,MD212024403     		  PC GENERAL SUPPORT 10,000
    SURFRIDER FOUNDATIONPO BOX 73550
    SAN CLEMENTE,CA926730119     		  PC SUPPORT FOR THE PALM BEACH COUNTY CHAPTER, INCLUDING SUPPORT FOR THE BLUE WATER TASK FORCE 10,000
    UNITED WAY OF CENTRAL MARYLAND1800 WASHINGTON BOULEVARD SUITE 340
    BALTIMORE,MD212301732     		  PC SUPPORT FOR THE EARLY CHILDHOOD DEVELOPMENT PROGRAM AT THE UNITED WAY BEN FRANKLIN CENTER 20,000
    URBAN ALLIANCE1500 UNION AVENUE SUITE 2100
    BALTIMORE,MD21211     		  PC SUPPORT FOR THE HIGH SCHOOL INTERNSHIP PROGRAM 12,500
    WATERTOWN COOPERATIVE NURSERY SCHOOL525 MAIN STREET
    WATERTOWN,MA024722260     		  PC GENERAL SUPPORT 5,000
    WIDE ANGLE YOUTH MEDIA INC2601 NORTH HOWARD STREET SUITE 160
    BALTIMORE,MD212184964     		  PC GENERAL SUPPORT 12,500
    YOUNG AUDIENCES OF MARYLAND INC2600 NORTH HOWARD STREET SUITE 1300
    BALTIMORE,MD212184888     		  PC GENERAL SUPPORT AND SUPPORT FOR THE WOLF TRAP EARLY LEARNING THROUGH THE ARTS PROGRAM 25,000
    YOUTHENTITYPO BOX 1989
    CARBONDALE,CO816234989     		  PC GENERAL SUPPORT 2,500
    YOUTHZONE413 9TH STREET
    GLENWOOD SPRINGS,CO81601     		  PC GENERAL SUPPORT 2,500
    Total ...............................bullet 3a 1,470,000
    bApproved for future payment
    AMERICAN VISIONARY ART MUSEUM INC800 KEY HIGHWAY
    BALTIMORE,MD212303940     		  PC GENERAL SUPPORT 10,000
    ARTS EDUCATION IN MARYLAND SCHOOLS190 WEST OSTEND STREET SUITE 210
    BALTIMORE,MD212303794     		  PC GENERAL SUPPORT 10,000
    BALTIMORE MUSEUM OF INDUSTRY1415 KEY HIGHWAY
    BALTIMORE,MD212305115     		  PC GENERAL SUPPORT 12,500
    BALTIMORE SQUASHWISE3600 CLIPPER MILL ROAD SUITE 103
    BALTIMORE,MD212111900     		  PC GENERAL SUPPORT 15,000
    CENTRAL SCHOLARSHIP BUREAU INC6 PARK CENTER COURT SUITE 211
    OWINGS MILLS,MD211175604     		  PC SUPPORT FOR CAREER TRAINING SCHOLARSHIPS 10,000
    CHESAPEAKE HABITAT FOR HUMANITY3741 COMMERCE DRIVE SUITE 309
    BALTIMORE,MD212270000     		  PC SUPPORT FOR HABICORPS, THE WORKFORCE DEVELOPMENT PROGRAM 10,000
    CODE IN THE SCHOOLS10 EAST NORTH AVENUE THIRD FLOOR
    BALTIMORE,MD212024886     		  PC SUPPORT FOR THE PRODIGY PROGRAM 15,000
    ENOCH PRATT FREE LIBRARY OF BALTIMORE CITY400 CATHEDRAL STREET
    BALTIMORE,MD212014401     		  PC SUPPORT FOR THE EMERGENCY LITERACY PROGRAM 10,000
    THE EVERYMAN THEATRE INC315 WEST FAYETTE STREET
    BALTIMORE,MD212013405     		  PC GENERAL SUPPORT 20,000
    THE FAMILY TREE2108 NORTH CHARLES STREET
    BALTIMORE,MD212185709     		  PC GENERAL SUPPORT 25,000
    GREATER BALTIMORE CULTURAL ALLIANCE120 WEST NORTH AVENUE SUITE 305
    BALTIMORE,MD212015833     		  PC GENERAL SUPPORT 10,000
    HOPEWELL CANCER SUPPORTPO BOX 755
    BROOKLANDVILLE,MD210220755     		  PC GENERAL SUPPORT 15,000
    MARYLAND CITIZENS FOR THE ARTS INC120 WEST NORTH AVENUE SUITE 302
    BALTIMORE,MD212015833     		  PC GENERAL SUPPORT 8,000
    MARYLAND VOLUNTEER LAWYERS FOR THE ARTS120 WEST NORTH AVENUE SUITE 305A
    BALTIMORE,MD21201     		  PC GENERAL SUPPORT 7,500
    MEDICAL EDUCATION RESOURCES INITIATIVE FOR TEENS INC1 NORTH HAVEN STREET SUITE 4
    BALTIMORE,MD21224     		  PC GENERAL SUPPORT 15,000
    NEXT ONE UP FOUNDATIONPO BOX 22503
    BALTIMORE,MD21203     		  PC GENERAL SUPPORT 20,000
    THE OPEN DOOR CHRISTIAN CHURCHPO BOX 743
    NEW LONDON,MN562730743     		  PC SUPPORT FOR THE PALM BEACH TROOP SUPPORT 10,000
    PLANNED PARENTHOOD OF MARYLAND330 NORTH HOWARD STREET
    BALTIMORE,MD212013610     		  PC SUPPORT FOR THE PEER EDUCATION PROGRAM 25,000
    SBLC LEARNING WORKS28 EAST OSTEND STREET
    BALTIMORE,MD212304245     		  PC GENERAL SUPPORT 15,000
    Total ................................bullet 3b 263,000

    TY 2020 AccountingFeesSchedule
    Name:
    THE HENRY AND RUTH BLAUSTEIN ROSENBERG
     
    FOUNDATION INC
    EIN:
    52-6038384
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ROSEMORE PROFESSIONAL SERVICES (TAX AND INVESTING) 127,000 50,800   76,200

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    THE HENRY AND RUTH BLAUSTEIN ROSENBERG
     
    FOUNDATION INC
    EIN:
    52-6038384
    Name of Bond End of Year Book Value End of Year Fair Market Value
    JP MORGAN ACCOUNT 5,520,817 5,520,817

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE HENRY AND RUTH BLAUSTEIN ROSENBERG
     
    FOUNDATION INC
    EIN:
    52-6038384
    Name of Stock End of Year Book Value End of Year Fair Market Value
    JP MORGAN ACCOUNT 14,069,707 14,069,707

    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE HENRY AND RUTH BLAUSTEIN ROSENBERG
     
    FOUNDATION INC
    EIN:
    52-6038384
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ALTERNATIVE INVESTMENTS FMV 10,878,378 10,878,378

    TY 2020 OtherAssetsSchedule
    Name:
    THE HENRY AND RUTH BLAUSTEIN ROSENBERG
     
    FOUNDATION INC
    EIN:
    52-6038384
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ATEL IX 5,367 0 0
    JP MORGAN ACCOUNT 20,569,174 0 0
    ROCKEFELLER GLOBAL EQUITY FD I 8,080,983    


    TY 2020 OtherExpensesSchedule
    Name:
    THE HENRY AND RUTH BLAUSTEIN ROSENBERG
     
    FOUNDATION INC
    EIN:
    52-6038384
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    WELLS FARGO BANK CHARGES 397 0   397
    GMA FOUNDATIONS STRATEGIC CONSULTING 20,325 0   0


    TY 2020 OtherIncomeSchedule2
    Name:
    THE HENRY AND RUTH BLAUSTEIN ROSENBERG
     
    FOUNDATION INC
    EIN:
    52-6038384
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ROCKEFELLER GLOBAL LP/K1 -22,727 -22,727 -22,727
    INCOME TAX REFUND 4,358   4,358


    TY 2020 OtherIncreasesSchedule
    Name:
    THE HENRY AND RUTH BLAUSTEIN ROSENBERG
     
    FOUNDATION INC
    EIN:
    52-6038384
    Description Amount
    CHANGE IN NET UNREALIZED GAIN 2,001,632


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE HENRY AND RUTH BLAUSTEIN ROSENBERG
     
    FOUNDATION INC
    EIN:
    52-6038384
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    JP MORGAN (PORTFOLIO/INVESTMENT EXPENSES) 47,764 47,764   0
    ROCKEFELLER (PORTFOLIO/INVESTMENT EXPENSES) 73,622 73,622   0
    GREAT AMERICAN INSURANCE (BUSINESS INSURANCE) 2,631 2,631   0


    TY 2020 TaxesSchedule
    Name:
    THE HENRY AND RUTH BLAUSTEIN ROSENBERG
     
    FOUNDATION INC
    EIN:
    52-6038384
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAXES 1,000 0   0
    FOREIGN TAXES 28,758 28,758   0