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 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, MD21202
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$63,741,252J 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 24 24  
4 Dividends and interest from securities... 932,325 924,491  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,723,250
b Gross sales price for all assets on line 6a 17,423,078
7 Capital gain net income (from Part IV, line 2)... 1,723,250
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 -1,517,840 -85,581  
12 Total. Add lines 1 through 11........ 1,262,759 2,562,184  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 202,005 0   202,005
15 Pension plans, employee benefits....... 56,742 0   56,742
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 75,000 30,000   45,000
c Other professional fees (attach schedule).... Click to see attachment 132,185 127,185   5,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 58,522 28,522   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 30,299 0   30,299
21 Travel, conferences, and meetings....... 1,487 0   1,487
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 8,403 1,933   6,470
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 564,643 187,640   347,003
25 Contributions, gifts, grants paid....... 6,454,049 6,454,049
26 Total expenses and disbursements. Add lines 24 and 25 7,018,692 187,640   6,801,052
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -5,755,933
b Net investment income (if negative, enter -0-) 2,374,544
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.............      
2 Savings and temporary cash investments......... 1,539,566 3,667,989 3,667,989
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).......... 56,664,698 Click to see attachment48,061,986 60,073,245
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment3,597 Click to see attachment18 Click to see attachment18
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 58,207,861 51,729,993 63,741,252
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................   92,500
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) Click to see attachment0 Click to see attachment4,727
23 Total liabilities (add lines 17 through 22)......... 0 97,227
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........ 57,379,065 57,379,065
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 828,796 -5,746,299
29 Total net assets or fund balances (see instructions)..... 58,207,861 51,632,766
30 Total liabilities and net assets/fund balances (see instructions). 58,207,861 51,729,993
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
58,207,861
2
Enter amount from Part I, line 27a .....................
2
-5,755,933
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
52,451,928
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
819,162
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
51,632,766
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 Aberdeen International Partners P 2020-01-01 2020-12-31
b Aberdeen International Partners P 2019-01-01 2020-12-31
c Aberdeen International II P 2019-01-01 2020-12-31
d Aberdeen Private Equity III P 2020-01-01 2020-12-31
e Aberdeen Private Equity III P 2019-01-01 2020-12-31
Aberdeen Private Equity IV P 2020-01-01 2020-12-31
Aberdeen Private Equity IV P 2019-01-01 2020-12-31
Aberdeen Venture VI P 2020-01-01 2020-12-31
BGI Equity Index P 2019-01-01 2020-12-31
Aberdeen Venture VI P 2019-01-01 2020-12-31
BGI Equity Index P 2020-01-01 2020-12-31
Boston Partners P 2020-01-01 2020-12-31
Boston Partners P 2019-01-01 2020-12-31
Commonfund Capital Intl VI P 2019-01-01 2020-12-31
Commonfund Private Equity V P 2020-01-01 2020-12-31
Commonfund Private Equity V P 2019-01-01 2020-12-31
Commonfund Private Equity VII P 2020-01-01 2020-12-31
Commonfund Private Equity VII P 2019-01-01 2020-12-31
Commonfund Venture VI P 2020-01-01 2020-12-31
Commonfund Venture VI P 2019-01-01 2020-12-31
Commonfund Venture VIII P 2020-01-01 2020-12-31
Commonfund Venture VIII P 2019-01-01 2020-12-31
Neuberger Berman P 2020-01-01 2020-12-31
Neuberger Berman P 2019-01-01 2020-12-31
Oaktree V P 2020-01-01 2020-12-31
Oaktree V P 2019-01-01 2020-12-31
Oaktree X P 2020-01-01 2020-12-31
Oaktree X P 2019-01-01 2020-12-31
Oaktree X (Delaware) P 2019-01-01 2020-12-31
Oaktree XB P 2020-01-01 2020-12-31
Oaktree XB P 2019-01-01 2020-12-31
Oaktree XB (Cayman) P 2020-01-01 2020-12-31
Oaktree XB (Delaware) P 2019-01-01 2020-12-31
Siguler Guff III P 2020-01-01 2020-12-31
Siguler Guff III P 2019-01-01 2020-12-31
Spur III P 2020-01-01 2020-12-31
Spur III P 2019-01-01 2020-12-31
Spur VI P 2020-01-01 2020-12-31
Spur VI P 2019-01-01 2020-12-31
ASF VI Distributions in Excess of Basis P 2019-01-01 2020-12-31
AXA Secondary Distributions in Excess of Basis P 2019-01-01 2020-12-31
Coller Intl Distributions in Excess of Basis P 2019-01-01 2020-12-31
BGI Equity Index P 2002-01-01 2020-02-27
BGI Equity Index P 2002-01-01 2020-03-03
BGI Equity Index P 2002-01-01 2020-03-18
BGI Equity Index P 2002-01-01 2020-04-03
BGI Equity Index P 2002-01-01 2020-05-21
BGI Equity Index P 2002-01-01 2020-05-27
BGI Equity Index P 2002-01-01 2020-08-31
BGI Equity Index P 2002-01-01 2020-11-30
BGI Equity Index P 2002-01-01 2020-12-11
Rollins Inc   2019-01-01 2020-12-29
ALARM.COM HOLDINGS INC   2019-07-18 2020-03-31
ALARM.COM HOLDINGS INC   2019-07-17 2020-03-31
ALIGN TECHNOLOGY INC   2020-04-28 2020-12-09
ALIGN TECHNOLOGY INC   2020-04-28 2020-11-17
AMEDISYS INC   2019-05-28 2020-03-31
ASPEN TECHNOLOGY INC   2019-06-05 2020-03-31
AVALARA INC   2020-09-23 2020-12-09
EXPONENT INC   2019-12-12 2020-12-09
EXPONENT INC   2019-12-11 2020-03-31
EXPONENT INC   2019-12-12 2020-03-31
FIVE BELOW   2020-07-24 2020-12-09
GODADDY INC - CLASS A   2020-11-17 2020-12-09
GODADDY INC - CLASS A   2019-09-05 2020-03-31
GRAND CANYON EDUCATION INC   2019-12-03 2020-03-31
GRAND CANYON EDUCATION INC   2019-12-04 2020-03-31
GRAND CANYON EDUCATION INC   2019-12-05 2020-03-31
GUIDEWIRE SOFTWARE INC   2020-10-26 2020-12-09
IAC/INTERACTIVECORP   2020-07-27 2020-12-09
JACK HENRY & ASSOCIATES INC   2020-05-06 2020-12-09
KORNIT DIGITAL LTD   2020-02-05 2020-12-09
KORNIT DIGITAL LTD   2020-02-06 2020-12-09
KORNIT DIGITAL LTD   2020-02-05 2020-03-31
KORNIT DIGITAL LTD   2020-02-06 2020-03-31
NEOGEN CORP   2019-06-11 2020-03-31
NEOGEN CORP   2019-06-10 2020-03-31
OLLIE'S BARGAIN OUTLET HOLDI   2020-01-30 2020-12-09
OLLIE'S BARGAIN OUTLET HOLDI   2020-01-30 2020-03-31
ORTHOPEDIATRICS CORP   2020-06-18 2020-12-09
ORTHOPEDIATRICS CORP   2019-12-11 2020-03-31
PAYLOCITY HOLDING CORP   2019-04-15 2020-03-31
PAYLOCITY HOLDING CORP   2019-04-16 2020-03-31
PEGASYSTEMS INC   2019-09-09 2020-03-31
PEGASYSTEMS INC   2019-04-16 2020-03-31
PROTO LABS INC   2019-09-05 2020-03-31
TYLER TECHNOLOGIES INC   2019-04-15 2020-03-31
TYLER TECHNOLOGIES INC   2019-04-12 2020-03-31
WORKIVA INC   2020-06-19 2020-12-09
2U INC   2016-10-26 2020-12-09
2U INC   2018-11-28 2020-12-09
2U INC   2018-11-28 2020-12-09
2U INC   2018-11-28 2020-03-31
ACUITY BRANDS INC   2015-04-28 2020-04-28
ACUITY BRANDS INC   2019-04-12 2020-04-28
ACUITY BRANDS INC   2019-04-15 2020-04-28
ACUITY BRANDS INC   2015-04-17 2020-04-28
ACUITY BRANDS INC   2015-04-13 2020-03-31
ACUITY BRANDS INC   2015-04-14 2020-03-31
ACUITY BRANDS INC   2015-04-22 2020-03-31
ACUITY BRANDS INC   2015-04-27 2020-03-31
ACUITY BRANDS INC   2015-04-28 2020-03-31
ALARM.COM HOLDINGS INC   2019-07-17 2020-12-09
AMEDISYS INC   2019-05-24 2020-12-09
AMEDISYS INC   2019-05-28 2020-12-09
AMN HEALTHCARE SERVICES INC   2018-05-29 2020-12-09
AMN HEALTHCARE SERVICES INC   2018-05-25 2020-03-31
AMN HEALTHCARE SERVICES INC   2018-05-29 2020-03-31
ANSYS INC   2012-04-02 2020-12-09
ANSYS INC   2012-04-02 2020-03-31
ANSYS INC   2016-04-18 2020-03-31
ANSYS INC   2016-04-19 2020-03-31
ASPEN TECHNOLOGY INC   2019-06-05 2020-12-09
BIO-TECHNE CORP   2012-04-02 2020-12-09
BIO-TECHNE CORP   2012-04-02 2020-03-31
BLACKLINE INC   2018-11-28 2020-12-09
BLACKLINE INC   2018-11-28 2020-12-09
BLACKLINE INC   2018-11-28 2020-03-31
CHEMED CORP   2012-04-02 2020-12-09
CHEMED CORP   2012-04-02 2020-03-31
COGNEX CORP   2015-07-06 2020-12-09
COGNEX CORP   2018-07-24 2020-03-31
COGNEX CORP   2015-07-06 2020-03-31
COSTAR GROUP INC   2012-05-31 2020-12-09
COSTAR GROUP INC   2012-05-31 2020-09-23
COSTAR GROUP INC   2012-05-31 2020-05-05
COSTAR GROUP INC   2012-05-30 2020-03-31
COSTAR GROUP INC   2012-05-31 2020-03-31
EVOLENT HEALTH INC - A   2018-12-19 2020-05-07
EVOLENT HEALTH INC - A   2018-12-18 2020-05-07
EVOLENT HEALTH INC - A   2018-12-19 2020-05-06
EVOLENT HEALTH INC - A   2018-12-19 2020-05-06
EVOLENT HEALTH INC - A   2018-05-31 2020-05-05
EVOLENT HEALTH INC - A   2018-05-29 2020-05-05
EVOLENT HEALTH INC - A   2018-05-31 2020-05-05
EVOLENT HEALTH INC - A   2018-12-19 2020-05-05
EVOLENT HEALTH INC - A   2017-05-17 2020-03-31
EVOLENT HEALTH INC - A   2018-05-31 2020-03-31
EVOLENT HEALTH INC - A   2017-05-23 2020-03-31
EVOLENT HEALTH INC - A   2017-05-30 2020-03-31
EVOLENT HEALTH INC - A   2017-05-31 2020-03-31
EXLSERVICE HOLDINGS INC   2016-11-23 2020-01-31
EXLSERVICE HOLDINGS INC   2016-11-23 2020-01-30
EXLSERVICE HOLDINGS INC   2016-11-29 2020-01-30
EXLSERVICE HOLDINGS INC   2016-11-30 2020-01-30
EXLSERVICE HOLDINGS INC   2016-12-01 2020-01-30
EXLSERVICE HOLDINGS INC   2016-12-02 2020-01-30
EXLSERVICE HOLDINGS INC   2016-12-06 2020-01-30
EXLSERVICE HOLDINGS INC   2016-12-07 2020-01-30
EXPONENT INC   2019-12-06 2020-12-09
FASTENAL CO   2012-04-02 2020-12-09
FASTENAL CO   2012-04-02 2020-03-31
FIVE BELOW   2015-07-28 2020-03-31
FIVE BELOW   2013-08-19 2020-03-31
FIVE BELOW   2015-07-27 2020-03-31
GENTEX CORP   2012-04-02 2020-12-09
GENTEX CORP   2012-04-02 2020-03-31
GLOBANT SA   2017-05-19 2020-12-09
GLOBANT SA   2017-06-12 2020-03-31
GLOBANT SA   2017-05-30 2020-03-31
GLOBANT SA   2017-05-25 2020-03-31
GLOBANT SA   2017-06-16 2020-03-31
GLOBANT SA   2017-05-31 2020-03-31
GLOBANT SA   2017-06-01 2020-03-31
GODADDY INC - CLASS A   2017-10-27 2020-03-31
GRAND CANYON EDUCATION INC   2019-12-03 2020-12-09
GUIDEWIRE SOFTWARE INC   2018-10-23 2020-03-31
HEALTHCARE SERVICES GROUP   2014-04-04 2020-12-09
HEALTHCARE SERVICES GROUP   2014-04-11 2020-12-09
HEALTHCARE SERVICES GROUP   2014-04-02 2020-12-09
HEALTHCARE SERVICES GROUP   2015-06-17 2020-03-31
HEALTHCARE SERVICES GROUP   2015-06-17 2020-03-31
HEALTHCARE SERVICES GROUP   2014-04-09 2020-03-31
HEALTHCARE SERVICES GROUP   2015-06-18 2020-03-31
HEALTHCARE SERVICES GROUP   2014-04-09 2020-03-31
HEALTHCARE SERVICES GROUP   2014-04-10 2020-03-31
HEALTHCARE SERVICES GROUP   2014-04-11 2020-03-31
HEALTHCARE SERVICES GROUP   2015-06-11 2020-03-31
HEALTHCARE SERVICES GROUP   2015-06-12 2020-03-31
HEALTHCARE SERVICES GROUP   2015-06-15 2020-03-31
HEALTHCARE SERVICES GROUP   2015-06-16 2020-03-31
HEALTHCARE SERVICES GROUP   2015-06-17 2020-03-31
HEICO CORP   2015-03-23 2020-12-09
HEICO CORP   2015-03-23 2020-03-31
HEICO CORP   2015-03-26 2020-03-31
HEICO CORP   2015-04-17 2020-03-31
HEICO CORP   2015-04-20 2020-03-31
HEICO CORP   2015-04-21 2020-03-31
INTL FLAVORS & FRAGRANCES   2015-11-06 2020-07-27
INTL FLAVORS & FRAGRANCES   2015-10-28 2020-07-24
INTL FLAVORS & FRAGRANCES   2015-11-02 2020-07-24
INTL FLAVORS & FRAGRANCES   2015-11-03 2020-07-24
INTL FLAVORS & FRAGRANCES   2015-11-05 2020-07-24
INTL FLAVORS & FRAGRANCES   2015-11-06 2020-07-24
INTL FLAVORS & FRAGRANCES   2015-11-03 2020-03-31
INTL FLAVORS & FRAGRANCES   2015-11-04 2020-03-31
INTL FLAVORS & FRAGRANCES   2018-07-26 2020-03-31
LENNOX INTERNATIONAL INC   2018-05-31 2020-12-09
LENNOX INTERNATIONAL INC   2018-05-31 2020-03-31
MIDDLEBY CORP   2013-12-19 2020-12-09
MIDDLEBY CORP   2013-12-19 2020-03-31
MIDDLEBY CORP   2013-12-20 2020-03-31
NATIONAL INSTRUMENTS CORP   2012-04-02 2020-12-09
NATIONAL INSTRUMENTS CORP   2012-04-02 2020-03-31
NEOGEN CORP   2019-06-10 2020-12-09
PAYCOM SOFTWARE INC   2018-06-01 2020-12-09
PAYCOM SOFTWARE INC   2018-06-01 2020-03-31
PAYCOM SOFTWARE INC   2018-06-01 2020-01-30
PAYLOCITY HOLDING CORP   2019-04-15 2020-12-09
PEGASYSTEMS INC   2019-04-16 2020-12-09
PLURALSIGHT INC - A   2019-01-31 2020-12-09
PLURALSIGHT INC - A   2019-01-31 2020-03-31
PRA GROUP INC   2012-04-02 2020-12-09
PRA GROUP INC   2012-04-02 2020-03-31
PROS HOLDINGS INC   2015-07-30 2020-12-09
PROS HOLDINGS INC   2015-07-31 2020-12-09
PROS HOLDINGS INC   2015-08-06 2020-03-31
PROS HOLDINGS INC   2016-10-21 2020-03-31
PROS HOLDINGS INC   2015-08-06 2020-03-31
PROS HOLDINGS INC   2015-07-31 2020-03-31
PROS HOLDINGS INC   2015-08-05 2020-03-31
PROS HOLDINGS INC   2015-08-05 2020-03-31
PROTO LABS INC   2013-04-03 2020-12-09
PROTO LABS INC   2013-04-15 2020-12-09
PROTO LABS INC   2013-04-15 2020-10-27
PROTO LABS INC   2013-03-22 2020-10-27
PROTO LABS INC   2013-04-01 2020-10-27
PROTO LABS INC   2013-04-12 2020-10-26
PROTO LABS INC   2014-12-01 2020-10-26
PROTO LABS INC   2014-12-02 2020-10-26
PROTO LABS INC   2014-12-04 2020-10-26
PROTO LABS INC   2013-04-01 2020-10-26
PROTO LABS INC   2014-12-01 2020-03-31
RITCHIE BROS AUCTIONEERS   2013-11-13 2020-12-09
RITCHIE BROS AUCTIONEERS   2013-11-13 2020-12-09
RITCHIE BROS AUCTIONEERS   2013-11-14 2020-12-09
RITCHIE BROS AUCTIONEERS   2013-05-23 2020-03-31
RITCHIE BROS AUCTIONEERS   2013-05-28 2020-03-31
RITCHIE BROS AUCTIONEERS   2013-05-31 2020-03-31
RITCHIE BROS AUCTIONEERS   2013-11-14 2020-03-31
ROLLINS INC   2012-04-02 2020-12-09
ROLLINS INC   2012-04-02 2020-03-31
SMITH (A.O.) CORP   2018-02-27 2020-12-09
SMITH (A.O.) CORP   2018-02-26 2020-03-31
SMITH (A.O.) CORP   2018-02-27 2020-03-31
SNAP-ON INC   2017-01-26 2020-01-30
SNAP-ON INC   2017-01-27 2020-01-30
SNAP-ON INC   2017-10-27 2020-01-30
TELADOC HEALTH INC   2018-12-20 2020-12-09
TELADOC HEALTH INC   2018-12-20 2020-04-28
TELADOC HEALTH INC   2018-12-19 2020-03-31
TELADOC HEALTH INC   2018-12-20 2020-03-31
TELADOC HEALTH INC   2018-12-19 2020-03-26
TYLER TECHNOLOGIES INC   2019-04-15 2020-12-09
TYLER TECHNOLOGIES INC   2017-06-30 2020-12-09
VEEVA SYSTEMS INC-CLASS A   2015-12-11 2020-07-20
VEEVA SYSTEMS INC-CLASS A   2015-12-11 2020-07-17
VEEVA SYSTEMS INC-CLASS A   2015-12-11 2020-06-18
VEEVA SYSTEMS INC-CLASS A   2015-12-14 2020-06-18
VEEVA SYSTEMS INC-CLASS A   2015-12-14 2020-05-05
VEEVA SYSTEMS INC-CLASS A   2015-12-14 2020-03-31
VEEVA SYSTEMS INC-CLASS A   2015-12-15 2020-03-31
VERISK ANALYTICS INC   2014-05-01 2020-12-09
VERISK ANALYTICS INC   2015-04-15 2020-03-31
VERISK ANALYTICS INC   2014-05-01 2020-03-31
VERISK ANALYTICS INC   2015-04-14 2020-03-31
WATSCO INC   2017-06-23 2020-12-09
WATSCO INC   2017-06-23 2020-03-31
WEST PHARMACEUTICAL SERVICES   2017-04-12 2020-12-09
WEST PHARMACEUTICAL SERVICES   2017-04-11 2020-09-23
WEST PHARMACEUTICAL SERVICES   2017-04-12 2020-09-23
WEST PHARMACEUTICAL SERVICES   2017-04-11 2020-03-31
WEST PHARMACEUTICAL SERVICES   2018-09-24 2020-03-31
DFA EMERGING MARKETS   2018-09-27 2020-12-10
DFA EMERGING MARKETS   2018-09-27 2020-03-31
FIRST EAGLE GLOBAL   2017-12-15 2020-03-16
FIRST EAGLE GLOBAL   2017-12-15 2020-03-31
INVESTEC GLOBAL FRANCHISE FUND   2018-09-13 2020-03-31
LEGG MASON GLOBAL ASSET MMG   2018-09-28 2020-01-30
MADISON FUNDS SMALL CAP   2017-12-28 2020-01-09
METWEST TOTAL RETURN   2018-10-31 2020-03-16
RBC FDS TR EMKT EQUITY   2018-09-14 2020-03-31
VANGUARD INFLATION PROTECTED   2018-09-24 2020-03-16
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     6 -6
b 132,138     132,138
c 95,637     95,637
d     395 -395
e 56,491     56,491
    518 -518
33,009     33,009
9     9
908,318     908,318
110,583     110,583
3,851     3,851
    108,467 -108,467
    28,248 -28,248
36,159     36,159
4     4
    3,595 -3,595
    26 -26
53,010     53,010
    146 -146
    1,797 -1,797
    16 -16
153,019     153,019
16,095     16,095
228,216     228,216
39     39
    33,980 -33,980
2,672     2,672
    7,476 -7,476
59     59
33,279     33,279
392     392
6,071     6,071
    114 -114
    130 -130
3,466     3,466
786     786
238,137     238,137
1,005     1,005
262     262
170,947     170,947
11,123     11,123
4,990     4,990
6,250   1,533 4,717
6,250   5,267 983
500,000   529,659 -29,659
2,555,000   2,604,721 -49,721
300,000   258,609 41,391
6,250   5,185 1,065
6,250   4,745 1,505
6,250   4,963 1,287
300,000   232,154 67,846
20     20
7,188   9,566 -2,378
4,203   5,588 -1,385
5,698   2,243 3,455
27,271   12,441 14,830
16,486   10,000 6,486
7,646   9,594 -1,948
5,246   4,056 1,190
1,040   795 245
4,826   4,318 508
7,054   6,295 759
10,373   6,972 3,401
9,045   8,111 934
11,214   12,206 -992
4,523   5,066 -543
5,597   6,363 -766
8,280   9,447 -1,167
6,952   5,675 1,277
4,658   4,214 444
3,634   4,068 -434
5,599   2,884 2,715
1,895   975 920
2,141   3,771 -1,630
4,659   8,283 -3,624
4,249   3,710 539
9,240   8,026 1,214
5,155   3,592 1,563
8,885   10,500 -1,615
3,028   3,196 -168
5,398   5,110 288
2,196   2,232 -36
3,953   4,109 -156
3,717   3,605 112
13,046   12,607 439
12,765   16,368 -3,603
2,433   1,736 697
21,901   15,628 6,273
6,004   3,919 2,085
1,414   1,535 -121
606   1,013 -407
236   397 -161
4,533   11,911 -7,378
4,368   8,437 -4,069
7,109   11,841 -4,732
5,739   9,642 -3,903
1,371   2,645 -1,274
1,199   2,331 -1,132
1,627   3,146 -1,519
771   1,499 -728
514   1,004 -490
2,740   5,294 -2,554
7,644   5,065 2,579
4,961   2,088 2,873
1,044   444 600
6,034   4,787 1,247
6,828   6,947 -119
759   762 -3
10,161   1,988 8,173
15,841   4,439 11,402
9,457   3,593 5,864
709   272 437
3,691   3,358 333
7,287   1,693 5,594
15,368   5,645 9,723
5,366   1,765 3,601
2,927   998 1,929
10,731   8,318 2,413
9,143   1,212 7,931
22,070   3,191 18,879
5,191   1,606 3,585
5,309   5,356 -47
3,097   1,678 1,419
9,449   809 8,640
24,183   2,133 22,050
8,932   1,030 7,902
28,576   3,542 25,034
1,191   147 1,044
124   358 -234
2,675   7,602 -4,927
917   2,750 -1,833
1,441   4,257 -2,816
2,403   7,726 -5,323
404   1,269 -865
1,020   3,293 -2,273
160   471 -311
960   4,022 -3,062
1,032   3,873 -2,841
94   391 -297
281   1,169 -888
226   934 -708
3,818   2,447 1,371
3,476   2,212 1,264
1,405   912 493
10,946   7,053 3,893
4,142   2,663 1,479
1,923   1,240 683
1,109   719 390
11,315   7,351 3,964
3,121   2,366 755
10,529   5,791 4,738
18,537   15,842 2,695
854   436 418
2,350   1,229 1,121
6,052   3,153 2,899
4,502   1,689 2,813
8,665   4,790 3,875
8,473   1,834 6,639
2,952   1,380 1,572
3,041   1,322 1,719
3,041   1,314 1,727
3,220   1,495 1,725
2,057   894 1,163
894   401 493
3,178   2,451 727
6,404   6,182 222
8,234   9,028 -794
1,346   1,599 -253
1,297   1,566 -269
1,615   1,938 -323
603   851 -248
1,369   1,929 -560
395   504 -109
255   364 -109
348   448 -100
1,277   1,642 -365
464   591 -127
696   964 -268
511   708 -197
557   774 -217
1,044   1,472 -428
836   1,176 -340
8,832   2,029 6,803
114   44 70
3,026   1,188 1,838
7,447   2,902 4,545
1,976   773 1,203
3,799   1,484 2,315
8,850   7,821 1,029
2,524   2,286 238
3,407   3,130 277
1,010   929 81
6,183   5,670 513
8,707   7,821 886
1,614   1,741 -127
1,076   1,162 -86
5,917   7,209 -1,292
3,398   2,453 945
7,447   8,178 -731
3,010   1,675 1,335
3,176   4,110 -934
941   1,267 -326
4,092   2,991 1,101
9,948   8,629 1,319
5,345   3,984 1,361
9,868   2,428 7,440
14,642   7,390 7,252
11,915   3,906 8,009
4,954   2,322 2,632
9,092   5,212 3,880
4,311   7,048 -2,737
7,174   18,593 -11,419
3,211   1,763 1,448
5,729   4,830 899
2,348   1,158 1,190
1,870   929 941
2,680   1,839 841
1,293   899 394
1,829   1,257 572
95   65 30
1,924   1,320 604
1,324   910 414
5,352   1,636 3,716
1,682   514 1,168
7,717   2,853 4,864
1,898   703 1,195
3,163   1,191 1,972
2,459   929 1,530
2,588   1,264 1,324
2,459   1,199 1,260
3,494   1,701 1,793
1,165   429 736
3,782   3,033 749
1,359   387 972
4,078   1,161 2,917
2,361   682 1,679
2,179   1,323 856
4,597   2,792 1,805
4,426   2,692 1,734
34   21 13
7,604   907 6,697
13,803   3,498 10,305
5,214   6,004 -790
2,209   3,764 -1,555
7,867   13,394 -5,527
5,046   5,580 -534
12,370   13,702 -1,332
13,997   13,633 364
6,968   1,687 5,281
13,962   3,749 10,213
14,492   4,588 9,904
5,766   1,734 4,032
16,737   5,525 11,212
2,675   1,302 1,373
8,024   3,185 4,839
27,188   2,797 24,391
18,061   1,900 16,161
28,455   3,298 25,157
14,341   1,682 12,659
20,416   2,804 17,612
10,424   1,762 8,662
14,846   2,563 12,283
11,161   3,483 7,678
10,106   5,094 5,012
5,197   2,162 3,035
7,796   3,929 3,867
2,441   1,718 723
7,770   7,810 -40
7,303   2,215 5,088
8,454   2,456 5,998
4,636   1,345 3,291
15,935   8,159 7,776
1,083   857 226
2,067,336   2,015,719 51,617
135,000   188,342 -53,342
250,000   309,752 -59,752
1,000,000   1,152,127 -152,127
200,000   206,829 -6,829
2,713,204   2,974,225 -261,021
2,540,658   2,958,971 -418,313
350,000   341,592 8,408
450,000   600,309 -150,309
300,000   304,406 -4,406
153,643     153,643
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       -6
b       132,138
c       95,637
d       -395
e       56,491
      -518
      33,009
      9
      908,318
      110,583
      3,851
      -108,467
      -28,248
      36,159
      4
      -3,595
      -26
      53,010
      -146
      -1,797
      -16
      153,019
      16,095
      228,216
      39
      -33,980
      2,672
      -7,476
      59
      33,279
      392
      6,071
      -114
      -130
      3,466
      786
      238,137
      1,005
      262
      170,947
      11,123
      4,990
      4,717
      983
      -29,659
      -49,721
      41,391
      1,065
      1,505
      1,287
      67,846
      20
      -2,378
      -1,385
      3,455
      14,830
      6,486
      -1,948
      1,190
      245
      508
      759
      3,401
      934
      -992
      -543
      -766
      -1,167
      1,277
      444
      -434
      2,715
      920
      -1,630
      -3,624
      539
      1,214
      1,563
      -1,615
      -168
      288
      -36
      -156
      112
      439
      -3,603
      697
      6,273
      2,085
      -121
      -407
      -161
      -7,378
      -4,069
      -4,732
      -3,903
      -1,274
      -1,132
      -1,519
      -728
      -490
      -2,554
      2,579
      2,873
      600
      1,247
      -119
      -3
      8,173
      11,402
      5,864
      437
      333
      5,594
      9,723
      3,601
      1,929
      2,413
      7,931
      18,879
      3,585
      -47
      1,419
      8,640
      22,050
      7,902
      25,034
      1,044
      -234
      -4,927
      -1,833
      -2,816
      -5,323
      -865
      -2,273
      -311
      -3,062
      -2,841
      -297
      -888
      -708
      1,371
      1,264
      493
      3,893
      1,479
      683
      390
      3,964
      755
      4,738
      2,695
      418
      1,121
      2,899
      2,813
      3,875
      6,639
      1,572
      1,719
      1,727
      1,725
      1,163
      493
      727
      222
      -794
      -253
      -269
      -323
      -248
      -560
      -109
      -109
      -100
      -365
      -127
      -268
      -197
      -217
      -428
      -340
      6,803
      70
      1,838
      4,545
      1,203
      2,315
      1,029
      238
      277
      81
      513
      886
      -127
      -86
      -1,292
      945
      -731
      1,335
      -934
      -326
      1,101
      1,319
      1,361
      7,440
      7,252
      8,009
      2,632
      3,880
      -2,737
      -11,419
      1,448
      899
      1,190
      941
      841
      394
      572
      30
      604
      414
      3,716
      1,168
      4,864
      1,195
      1,972
      1,530
      1,324
      1,260
      1,793
      736
      749
      972
      2,917
      1,679
      856
      1,805
      1,734
      13
      6,697
      10,305
      -790
      -1,555
      -5,527
      -534
      -1,332
      364
      5,281
      10,213
      9,904
      4,032
      11,212
      1,373
      4,839
      24,391
      16,161
      25,157
      12,659
      17,612
      8,662
      12,283
      7,678
      5,012
      3,035
      3,867
      723
      -40
      5,088
      5,998
      3,291
      7,776
      226
      51,617
      -53,342
      -59,752
      -152,127
      -6,829
      -261,021
      -418,313
      8,408
      -150,309
      -4,406
      153,643
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 1,723,250
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 33,006
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 33,006
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 33,006
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 50,139
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 10,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 60,139
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 27,133
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet27,133 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
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 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 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 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
    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
    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
    40.00     		136,321 44,523 0
    One South Street Suite 2900
    Baltimore,MD21202
    Betsy Ringel Exec. Director
    7.01     		42,721 10,919 0
    One South Street Suite 2900
    Baltimore,MD21202
    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
    Atapco Financial Services Inc Acct, Tax & Invest. 75,000
    One South Street Suite 2950
    Baltimore,MD21202
    Mercer Investment Mgmt 71,915
    99 High Street
    Boston,MA02110
    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 (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
    55,357,458
    b
    Average of monthly cash balances.......................
    1b
    5,116,168
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    60,473,626
    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
    60,473,626
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    907,104
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    59,566,522
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,978,326
    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
    2,978,326
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    33,006
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    33,006
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,945,320
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,945,320
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    2,945,320
    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
    6,801,052
    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
    6,801,052
    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
    6,801,052
    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 2,945,320
    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...... 269,152
    b From 2016...... 504,146
    c From 2017...... 636,511
    d From 2018...... 843,142
    e From 2019...... 502,830
    fTotal of lines 3a through e........ 2,755,781
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 6,801,052
    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..... 2,945,320
    e Remaining amount distributed out of corpus 3,855,732
    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 6,611,513
    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) ...     		269,152
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		6,342,361
    10 Analysis of line 9:
    a Excess from 2016.... 504,146
    b Excess from 2017.... 636,511
    c Excess from 2018.... 843,142
    d Excess from 2019.... 502,830
    e Excess from 2020.... 3,855,732
    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:
    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 (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
    Accelerate Change
    294 Washington Street Suite 500
    Boston,MA02108     		N/A 501(c)(3) general support for voter engagement 250,000
    Advocates for Children of New York Inc
    151 West 30th Street 5th Floor
    New York,NY100014024     		N/A 501(c)(3) renewed support for the School Justice Project to provide advocacy and representation for youth facing court involvement, school suspension and/or emotional challenges 60,000
    ALIGN The Alliance for a Greater New York
    50 Broadway 29th Floor
    New York,NY100041696     		N/A 501(c)(3) renewed general support 60,000
    Alliance For Global Justice
    225 East 26th Street Suite 1
    Tucson,AZ857132925     		N/A 501(c)(3) general support for the Movement for Black Live 250,000
    Alliance for Justice
    Eleven Dupont Circle NW Suite 500
    Washington,DC200361237     		N/A 501(c)(3) renewed general support for the Bolder Advocacy and Justice programs 50,000
    American Association of Colleges of Nursing
    PO Box 418350
    Boston,MA022418350     		N/A 501(c)(3) support for the COVID-19 Nursing Student Support Fund 25,000
    American Civil Liberties Union Foundation
    125 Broad Street 18th Floor
    New York,NY100042400     		N/A 501(c)(3) support for the voting rights project 300,000
    American Civil Liberties Union Foundation
    125 Broad Street 18th Floor
    New York,NY100042400     		N/A 501(c)(3) renewed support for the Immigrants Rights Project 75,000
    American Immigration Council
    1331 G Street NW Suite 200
    Washington,DC200053141     		N/A 501(c)(3) renewed general support to challenge harsh enforcement policies, promote government transparency and advocate for a fair and just immigration system 75,000
    The Associated Jewish Community Federation of Baltimore Inc
    101 West Mount Royal Avenue
    Baltimore,MD212015781     		N/A 501(c)(3) support for The Associated's COVID-19 emergency response 10,000
    Auburn Seminary
    475 Riverside Drive Suite 1800
    New York,NY101150002     		N/A 501(c)(3) renewed general support for leadership development for faith-rooted justice leaders 50,000
    Ayuda
    1413 K Street NW Fifth Floor
    Washington,DC20005     		N/A 501(c)(3) general support 50,000
    Baltimore Civic Fund
    One North Charles Street Suite 1600
    Baltimore,MD21201     		N/A 501(c)(3) support for the Baltimore Immigrant Community Fund: Emergency Relief for Immigrant Families 75,000
    Baltimore Community Foundation Inc
    11 East Mt Royal Avenue Second
    Floor
    Baltimore,MD21202     		N/A 501(c)(3) support for the COVID-19 Evolving Community Needs Fund 25,000
    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 35,000
    Black Voters Matter
    3645 Marketplace Blvd Suite 130-209
    East Point,GA303445747     		N/A 501(c)(3) general support 150,000
    Bread for the City
    1525 Seventh Street NW
    Washington,DC200013201     		N/A 501(c)(3) general support in response to the COVID-19 emergency 10,000
    The BrotherhoodSister Sol
    140 Hamilton Place
    New York,NY10031     		N/A 501(c)(3) general support 75,000
    Calvary Hospital
    1740 Eastchester Road
    Bronx,NY104612300     		N/A 501(c)(3) support for palliative care services for adult patients with advanced cancer and other life-limiting illnesses 10,000
    Capital Area Food Bank
    4900 Puerto Rico Avenue NE
    Washington,DC20017     		N/A 501(c)(3) general support 17,000
    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 80,000
    Catholic Charities of Baltimore
    320 Cathedral Street
    Baltimore,MD212014421     		N/A 501(c)(3) support for the Immigration Legal Services program at the Esperanza Center 60,000
    Center for Secure and Modern Elections
    1201 Connecticut Ave NW Suite 300
    Washington,DC20036     		N/A 501(c)(3) support for the Cities Project 200,000
    Chesapeake Climate Action Network
    6930 Carroll Avenue Suite 720
    Takoma Park,MD209124499     		N/A 501(c)(3) renewed general support for regional campaigns to promote clean energy 75,000
    Citizens Climate Education
    1330 Orange Avenue 309
    Coronado,CA921182949     		N/A 501(c)(3) general support 75,000
    Climate Mobilization Project
    275 9th Street Suite 150329
    Brooklyn,NY112154430     		N/A 501(c)(3) general support 30,000
    Climate XChange
    131 Cambridge Street
    Boston,MA021142702     		N/A 501(c)(3) support to organize and advocate for carbon pricing in Maryland 50,000
    Color of Change Education Fund
    1714 Franklin Street Suite 100-136
    Oakland,CA946123409     		N/A 501(c)(3) general support 250,000
    Comprehensive Youth Development
    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
    The Educational Alliance
    197 East Broadway
    New York,NY100025507     		N/A 501(c)(3) renewed general support for the Manny Cantor Center 50,000
    Encounter Programs Inc
    c/o WeWork8 W 126th Street Floor
    3New York NY 10027
    New York,NY10027     		N/A 501(c)(3) renewed general support for programs that promote thoughtful conversation about the Israeli-Palestinian conflict 50,000
    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 40,000
    Environmental Grantmakers Association
    475 Riverside Drive Suite 960
    New York,NY101150066     		N/A 501(c)(3) general support through membership 5,159
    Feed More
    1415 Rhoadmiller Street
    Richmond,VA232201111     		N/A 501(c)(3) general support 16,000
    Florence Immigrant And Refugee Rights Project Inc
    PO Box 86299
    Tucson,AZ857546299     		N/A 501(c)(3) renewed emergency support 75,000
    The Fund for Investigative Journalism Inc
    1110 Vermont Avenue NW Suite 500
    Washington,DC20005     		N/A 501(c)(3) renewed general support for the organization's efforts to sustain investigative journalism 60,000
    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
    Gilchrist Hospice Care
    11311 McCormick Road Suite 350
    Hunt Valley,MD210318618     		N/A 501(c)(3) general support 10,000
    Global Warming Mitigation Project
    PO Box 7774
    Aspen,CO816127774     		N/A 501(c)(3) support for get out the vote work centered on climate change 10,000
    Goucher College
    1021 Dulaney Valley Road
    Baltimore,MD212042794     		N/A 501(c)(3) renewed support for the Goucher Prison Education Partnership 25,000
    Grantmakers Concerned with Immigrants and Refugees
    P O Box 2178
    Petaluma,CA94953     		N/A 501(c)(3) general support through membership 2,500
    Hopewell Fund
    1201 Connecticut Avenue NW
    Washington,DC20036     		N/A 501(c)(3) general support for its project, the Movement Institute 100,000
    Immigrant Justice Corps
    17 Battery Place Suite 1234
    New York,NY100041207     		N/A 501(c)(3) support to bring the Immigrant Law Fellowship Program to Maryland 75,000
    Interfaith Power and Light
    100 Allison Street NW
    Washington,DC200117303     		N/A 501(c)(3) renewed general support to advocate for climate change solutions through regional faith communities 40,000
    International Refugee Assistance Project
    P O Box 21917
    New York,NY100871917     		N/A 501(c)(3) renewed project support for efforts challenging policies threatening the rights of refugees and other asylum seekers in the United States 50,000
    J Street Education Fund Inc
    1828 L Street NW Suite 240
    Washington,DC20036     		N/A 501(c)(3) renewed general support to build a movement in the US for pro-Israel, pro-peace foreign policy 25,000
    Jews United for Justice
    PO Box 41485
    Washington,DC20018     		N/A 501(c)(3) renewed general support for community organizing to fight against inequality in Maryland and DC 40,000
    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
    1201 L Street NW Floor 2
    Washington,DC200054019     		N/A 501(c)(3) general support in response to the COVID-19 emergency 10,000
    Kids in Need of Defense
    1201 L Street NW Floor 2
    Washington,DC200054019     		N/A 501(c)(3) renewed support for KIND's Baltimore office to provide legal representation for unaccompanied immigrant children in Maryland 75,000
    Las Americas Immigrant Advocacy Center
    1500 East Yandell Drive
    El Paso,TX799025630     		N/A 501(c)(3) general support in response to the COVID-19 emergency 25,000
    Leadership Conference on Civil Rights Education Fund
    1620 L Street NW Suite 1100
    Washington,DC200365695     		N/A 501(c)(3) support for the Voting and Elections Program 200,000
    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
    Martha's Table
    2375 Elvans Road SE
    Washington,DC200203543     		N/A 501(c)(3) general support 5,000
    Maryland Food Bank Inc
    2200 Halethorpe Farms Road
    Baltimore,MD212270000     		N/A 501(c)(3) general support 17,000
    Maryland Philanthropy Network
    1600 West 41st Street Suite 700
    Baltimore,MD212111504     		N/A 501(c)(3) renewed general support through membership 5,190
    Media Matters for America
    455 Massachusetts Avenue NW 6th
    Floor
    Washington,DC200012621     		N/A 501(c)(3) renewed support to amplify fact- and evidence-based reporting 60,000
    Mount Sinai Hospital
    One Gustave L Levy Place
    New York,NY100296574     		N/A 501(c)(3) support for the Hertzberg Palliative Care Institute and the Center to Advance Palliative Care 20,000
    NAACP Legal Defense and Educational Fund Inc
    40 Rector Street 5th Floor
    New York,NY100061738     		N/A 501(c)(3) support for the Political Participation program 250,000
    National Center for Law and Economic Justice
    275 Seventh Avenue Suite 1506
    New York,NY100016860     		N/A 501(c)(3) general support for policy advocacy and litigation to advance economic justice for low-income families, individuals and communities 60,000
    Native American Rights Fund
    1506 Broadway
    Boulder,CO80302     		N/A 501(c)(3) support for voting rights work 50,000
    New Israel Fund
    PO Box 177
    Lewiston,ME042430177     		N/A 501(c)(3) renewed support to defend human rights and democratic institutions in Israel 75,000
    New Venture Fund
    1201 Connecticut Ave NW Suite 300
    Washington,DC200362656     		N/A 501(c)(3) general support for the Analyst Institute 250,000
    The New York Immigration Coalition
    131 West 33rd Street Floor 6
    New York,NY100012967     		N/A 501(c)(3) general support to promote immigrants' civic participation, leadership and unified voice 75,000
    NY Renews
    PO Box 29903
    San Francisco,CA941290903     		N/A 501(c)(3) renewed general support for a state-wide coalition of environmental, labor, and community groups that aims to achieve an environmentally sustainable and just New York State economy 75,000
    Our Climate Education Fund
    1380 Monroe Street NW Suite 734
    Washington,DC20010     		N/A 501(c)(3) renewed general support to develop youth leaders to advance climate solutions 75,000
    Philanthropy New York
    320 East 43rd Street
    New York,NY100174801     		N/A 501(c)(3) renewed 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
    Repairers of the Breach
    PO Box 1638
    Goldsboro,NC275331638     		N/A 501(c)(3) general support to train faith leaders and organizers to build issue-based movements and coalitions to achieve social change and promote public policies for the common good 250,000
    The Reporters Committee for Freedom of the Press
    1156 15th Street NW Suite 1020
    Washington,DC200051754     		N/A 501(c)(3) renewed general support to provide pro bono legal services to journalists 50,000
    The Sentencing Project
    1705 Desales Street NW 8th Floor
    Washington,DC200364405     		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
    60 Walton Street NW
    Atlanta,GA303032149     		N/A 501(c)(3) renewed general support to work for equality and justice in the criminal legal system 75,000
    Third Sector New England
    89 South Street Suite 700
    Boston,MA021112679     		N/A 501(c)(3) general support for the Workers' Justice Project 15,000
    Tides Foundation
    PO Box 29903
    San Francisco,CA941290903     		N/A 501(c)(3) support for the Organizing Empowerment Funds nonpartisan voter engagement work 100,000
    Tides Foundation
    PO Box 29903
    San Francisco,CA941290903     		N/A 501(c)(3) support for NY Renews' efforts around the Climate and Community Investment Act 20,000
    Type Media Center
    116 East 16th Street 8th Floor
    New York,NY100032158     		N/A 501(c)(3) renewed support for Type Investigations to facilitate the development and publication of socially significant reporting with an emphasis on human and civil rights 50,000
    University of Maryland Baltimore Foundation Inc
    Office of Philanthropy220 North
    Arch Street 13th Floor
    Baltimore,MD21201     		N/A 501(c)(3) renewed support for the Positive Schools Center at the University of Maryland School of Social Work 50,000
    University of Orange
    47 Cleveland Street
    Orange,NJ07050     		N/A 501(c)(3) renewed support for to expand activities of the project "400 Years of Inequality" 30,000
    The Voter Participation Center
    1707 L Street NW Suite 950
    Washington,DC200364230     		N/A 501(c)(3) general support 100,000
    Voto Latino Foundation
    1300 L Street NW Suite 975
    Washington,DC200054107     		N/A 501(c)(3) general support 250,000
    West Harlem Environmental Action Inc
    1854 Amsterdam Avenue 2nd Floor
    New York,NY10031     		N/A 501(c)(3) renewed general support to build community power to fight environmental racism 75,000
    West Harlem Environmental Action Inc
    1854 Amsterdam Avenue 2nd Floor
    New York,NY10031     		N/A 501(c)(3) support for the Cecil Corbin-Mark Fellowship Fund 20,000
    Women In Need
    One State Street 18th Floor
    New York,NY100041787     		N/A 501(c)(3) general support in response to the COVID-19 emergency 10,000
    Working America Education Fund
    815 16th Street NW
    Washington,DC200064101     		N/A 501(c)(3) general support 400,000
    Total .................................bullet 3a 6,454,049
    bApproved for future payment
    ALIGN The Alliance for a Greater New York
    50 Broadway 29th Floor
    New York,NY100041696     		N/A 501(c)(3) renewed general support 60,000
    American Civil Liberties Union Foundation
    125 Broad Street 18th Floor
    New York,NY100042400     		N/A 501(c)(3) renewed support for the Immigrants Rights Project 75,000
    Ayuda
    1413 K Street NW Fifth Floor
    Washington,DC20005     		N/A 501(c)(3) general support 50,000
    The BrotherhoodSister Sol
    140 Hamilton Place
    New York,NY10031     		N/A 501(c)(3) general support 75,000
    Catholic Charities of Baltimore
    320 Cathedral Street
    Baltimore,MD212014421     		N/A 501(c)(3) support for the Immigration Legal Services program at the Esperanza Center 60,000
    Citizens Climate Education
    1330 Orange Avenue 309
    Coronado,CA921182949     		N/A 501(c)(3) general support 75,000
    Climate Mobilization Project
    275 9th Street Suite 150329
    Brooklyn,NY112154430     		N/A 501(c)(3) general support 30,000
    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
    The Educational Alliance
    197 East Broadway
    New York,NY100025507     		N/A 501(c)(3) renewed general support for the Manny Cantor Center 50,000
    The Fund for Investigative Journalism Inc
    1110 Vermont Avenue NW Suite 500
    Washington,DC20005     		N/A 501(c)(3) renewed general support for the organization's efforts to sustain investigative journalism 60,000
    Immigrant Justice Corps
    17 Battery Place Suite 1234
    New York,NY100041207     		N/A 501(c)(3) support to bring the Immigrant Law Fellowship Program to Maryland 75,000
    International Refugee Assistance Project
    P O Box 21917
    New York,NY100871917     		N/A 501(c)(3) renewed project support for efforts challenging policies threatening the rights of refugees and other asylum seekers in the United States 50,000
    Jews United for Justice
    PO Box 41485
    Washington,DC20018     		N/A 501(c)(3) renewed general support for community organizing to fight against inequality in Maryland and DC 40,000
    Kids in Need of Defense
    1201 L Street NW Floor 2
    Washington,DC200054019     		N/A 501(c)(3) renewed support for KIND's Baltimore office to provide legal representation for unaccompanied immigrant children in Maryland 75,000
    National Center for Law and Economic Justice
    275 Seventh Avenue Suite 1506
    New York,NY100016860     		N/A 501(c)(3) general support for policy advocacy and litigation to advance economic justice for low-income families, individuals and communities 60,000
    The Reporters Committee for Freedom of the Press
    1156 15th Street NW Suite 1020
    Washington,DC200051754     		N/A 501(c)(3) renewed general support to provide pro bono legal services to journalists 50,000
    Southern Center for Human Rights
    60 Walton Street NW
    Atlanta,GA303032149     		N/A 501(c)(3) renewed general support to work for equality and justice in the criminal legal system 75,000
    West Harlem Environmental Action Inc
    1854 Amsterdam Avenue 2nd Floor
    New York,NY10031     		N/A 501(c)(3) renewed general support to build community power to fight environmental racism 75,000
    Total .................................bullet 3b 1,110,000
    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 ...........     		    14 24  
    4 Dividends and interest from securities....     14 932,325  
    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    
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 1,723,250  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aBGI Equity     		    18 -15,162  
    bBook income/alternative investments     18 -1,526,054  
    cBoston Partners Int'l Eqty     18 -10,147  
    dCommonfund Intl Vent VI   2,137 18 -6,065  
    eCommonfund PEP V   -118 18 -763  
    fCommonfund PEP VII   6,855 18 -10,153  
    gCommonfund Venture Pt VI   97 18 10,357  
    hCommonfund Venture VIII   -4 18 -3,536  
    iAberdeen (Flag) International   -16 18 -5,147  
    jAberdeen (Flag) Intl Partners II     18 -7,619  
    kAberdeen (Flag) Priv Eq III   3,010 18 -8,679  
    lAberdeen (Flag) Priv Eq IV   1,249 18 -8,039  
    mAberdeen (Flag) Venture VI   -11 18 -3,330  
    nNeuberger Berman   37,834 18 72,200  
    oOaktree Opp Fund X, LP     18 -29,838  
    pOaktree Opp Fund XB, LP   22,515 18 -39,798  
    qOaktree Real Estate Fd V   20,300 18 12,313  
    rSigular Guff   18 18 -2,304  
    sSpur Ventures III     18 3,591  
    tSpur Ventures VI     18 -17,889  
    12 Subtotal. Add columns (b), (d), and (e).. 93,795 1,043,964 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,137,759
    (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
    Accelerate Change294 Washington Street Suite 500
    Boston,MA02108     		N/A 501(c)(3) general support for voter engagement 250,000
    Advocates for Children of New York Inc151 West 30th Street 5th Floor
    New York,NY100014024     		N/A 501(c)(3) renewed support for the School Justice Project to provide advocacy and representation for youth facing court involvement, school suspension and/or emotional challenges 60,000
    ALIGN The Alliance for a Greater New York50 Broadway 29th Floor
    New York,NY100041696     		N/A 501(c)(3) renewed general support 60,000
    Alliance For Global Justice225 East 26th Street Suite 1
    Tucson,AZ857132925     		N/A 501(c)(3) general support for the Movement for Black Live 250,000
    Alliance for JusticeEleven Dupont Circle NW Suite 500
    Washington,DC200361237     		N/A 501(c)(3) renewed general support for the Bolder Advocacy and Justice programs 50,000
    American Association of Colleges of NursingPO Box 418350
    Boston,MA022418350     		N/A 501(c)(3) support for the COVID-19 Nursing Student Support Fund 25,000
    American Civil Liberties Union Foundation125 Broad Street 18th Floor
    New York,NY100042400     		N/A 501(c)(3) support for the voting rights project 300,000
    American Civil Liberties Union Foundation125 Broad Street 18th Floor
    New York,NY100042400     		N/A 501(c)(3) renewed support for the Immigrants Rights Project 75,000
    American Immigration Council1331 G Street NW Suite 200
    Washington,DC200053141     		N/A 501(c)(3) renewed general support to challenge harsh enforcement policies, promote government transparency and advocate for a fair and just immigration system 75,000
    The Associated Jewish Community Federation of Baltimore Inc101 West Mount Royal Avenue
    Baltimore,MD212015781     		N/A 501(c)(3) support for The Associated's COVID-19 emergency response 10,000
    Auburn Seminary475 Riverside Drive Suite 1800
    New York,NY101150002     		N/A 501(c)(3) renewed general support for leadership development for faith-rooted justice leaders 50,000
    Ayuda1413 K Street NW Fifth Floor
    Washington,DC20005     		N/A 501(c)(3) general support 50,000
    Baltimore Civic FundOne North Charles Street Suite 1600
    Baltimore,MD21201     		N/A 501(c)(3) support for the Baltimore Immigrant Community Fund: Emergency Relief for Immigrant Families 75,000
    Baltimore Community Foundation Inc11 East Mt Royal Avenue Second
    Floor
    Baltimore,MD21202     		N/A 501(c)(3) support for the COVID-19 Evolving Community Needs Fund 25,000
    Bend the Arc A Jewish Partnership for Justice330 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 35,000
    Black Voters Matter3645 Marketplace Blvd Suite 130-209
    East Point,GA303445747     		N/A 501(c)(3) general support 150,000
    Bread for the City1525 Seventh Street NW
    Washington,DC200013201     		N/A 501(c)(3) general support in response to the COVID-19 emergency 10,000
    The BrotherhoodSister Sol140 Hamilton Place
    New York,NY10031     		N/A 501(c)(3) general support 75,000
    Calvary Hospital1740 Eastchester Road
    Bronx,NY104612300     		N/A 501(c)(3) support for palliative care services for adult patients with advanced cancer and other life-limiting illnesses 10,000
    Capital Area Food Bank4900 Puerto Rico Avenue NE
    Washington,DC20017     		N/A 501(c)(3) general support 17,000
    Capital Area Immigrants' Rights Coalition1612 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 80,000
    Catholic Charities of Baltimore320 Cathedral Street
    Baltimore,MD212014421     		N/A 501(c)(3) support for the Immigration Legal Services program at the Esperanza Center 60,000
    Center for Secure and Modern Elections1201 Connecticut Ave NW Suite 300
    Washington,DC20036     		N/A 501(c)(3) support for the Cities Project 200,000
    Chesapeake Climate Action Network6930 Carroll Avenue Suite 720
    Takoma Park,MD209124499     		N/A 501(c)(3) renewed general support for regional campaigns to promote clean energy 75,000
    Citizens Climate Education1330 Orange Avenue 309
    Coronado,CA921182949     		N/A 501(c)(3) general support 75,000
    Climate Mobilization Project275 9th Street Suite 150329
    Brooklyn,NY112154430     		N/A 501(c)(3) general support 30,000
    Climate XChange131 Cambridge Street
    Boston,MA021142702     		N/A 501(c)(3) support to organize and advocate for carbon pricing in Maryland 50,000
    Color of Change Education Fund1714 Franklin Street Suite 100-136
    Oakland,CA946123409     		N/A 501(c)(3) general support 250,000
    Comprehensive Youth Development240 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 Maryland1500 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
    The Educational Alliance197 East Broadway
    New York,NY100025507     		N/A 501(c)(3) renewed general support for the Manny Cantor Center 50,000
    Encounter Programs Incc/o WeWork8 W 126th Street Floor
    3New York NY 10027
    New York,NY10027     		N/A 501(c)(3) renewed general support for programs that promote thoughtful conversation about the Israeli-Palestinian conflict 50,000
    Energy Justice Network1434 Elbridge Street
    Philadelphia,PA191492739     		N/A 501(c)(3) support for efforts to curb air pollution through organizing in Baltimore City 40,000
    Environmental Grantmakers Association475 Riverside Drive Suite 960
    New York,NY101150066     		N/A 501(c)(3) general support through membership 5,159
    Feed More1415 Rhoadmiller Street
    Richmond,VA232201111     		N/A 501(c)(3) general support 16,000
    Florence Immigrant And Refugee Rights Project IncPO Box 86299
    Tucson,AZ857546299     		N/A 501(c)(3) renewed emergency support 75,000
    The Fund for Investigative Journalism Inc1110 Vermont Avenue NW Suite 500
    Washington,DC20005     		N/A 501(c)(3) renewed general support for the organization's efforts to sustain investigative journalism 60,000
    The Fund for New Citizens at the New York Community Trust909 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
    Gilchrist Hospice Care11311 McCormick Road Suite 350
    Hunt Valley,MD210318618     		N/A 501(c)(3) general support 10,000
    Global Warming Mitigation ProjectPO Box 7774
    Aspen,CO816127774     		N/A 501(c)(3) support for get out the vote work centered on climate change 10,000
    Goucher College1021 Dulaney Valley Road
    Baltimore,MD212042794     		N/A 501(c)(3) renewed support for the Goucher Prison Education Partnership 25,000
    Grantmakers Concerned with Immigrants and RefugeesP O Box 2178
    Petaluma,CA94953     		N/A 501(c)(3) general support through membership 2,500
    Hopewell Fund1201 Connecticut Avenue NW
    Washington,DC20036     		N/A 501(c)(3) general support for its project, the Movement Institute 100,000
    Immigrant Justice Corps17 Battery Place Suite 1234
    New York,NY100041207     		N/A 501(c)(3) support to bring the Immigrant Law Fellowship Program to Maryland 75,000
    Interfaith Power and Light100 Allison Street NW
    Washington,DC200117303     		N/A 501(c)(3) renewed general support to advocate for climate change solutions through regional faith communities 40,000
    International Refugee Assistance ProjectP O Box 21917
    New York,NY100871917     		N/A 501(c)(3) renewed project support for efforts challenging policies threatening the rights of refugees and other asylum seekers in the United States 50,000
    J Street Education Fund Inc1828 L Street NW Suite 240
    Washington,DC20036     		N/A 501(c)(3) renewed general support to build a movement in the US for pro-Israel, pro-peace foreign policy 25,000
    Jews United for JusticePO Box 41485
    Washington,DC20018     		N/A 501(c)(3) renewed general support for community organizing to fight against inequality in Maryland and DC 40,000
    The Johns Hopkins University3400 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 Defense1201 L Street NW Floor 2
    Washington,DC200054019     		N/A 501(c)(3) general support in response to the COVID-19 emergency 10,000
    Kids in Need of Defense1201 L Street NW Floor 2
    Washington,DC200054019     		N/A 501(c)(3) renewed support for KIND's Baltimore office to provide legal representation for unaccompanied immigrant children in Maryland 75,000
    Las Americas Immigrant Advocacy Center1500 East Yandell Drive
    El Paso,TX799025630     		N/A 501(c)(3) general support in response to the COVID-19 emergency 25,000
    Leadership Conference on Civil Rights Education Fund1620 L Street NW Suite 1100
    Washington,DC200365695     		N/A 501(c)(3) support for the Voting and Elections Program 200,000
    Marlene Meyerson JCC Manhattan334 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
    Martha's Table2375 Elvans Road SE
    Washington,DC200203543     		N/A 501(c)(3) general support 5,000
    Maryland Food Bank Inc2200 Halethorpe Farms Road
    Baltimore,MD212270000     		N/A 501(c)(3) general support 17,000
    Maryland Philanthropy Network1600 West 41st Street Suite 700
    Baltimore,MD212111504     		N/A 501(c)(3) renewed general support through membership 5,190
    Media Matters for America455 Massachusetts Avenue NW 6th
    Floor
    Washington,DC200012621     		N/A 501(c)(3) renewed support to amplify fact- and evidence-based reporting 60,000
    Mount Sinai HospitalOne Gustave L Levy Place
    New York,NY100296574     		N/A 501(c)(3) support for the Hertzberg Palliative Care Institute and the Center to Advance Palliative Care 20,000
    NAACP Legal Defense and Educational Fund Inc40 Rector Street 5th Floor
    New York,NY100061738     		N/A 501(c)(3) support for the Political Participation program 250,000
    National Center for Law and Economic Justice275 Seventh Avenue Suite 1506
    New York,NY100016860     		N/A 501(c)(3) general support for policy advocacy and litigation to advance economic justice for low-income families, individuals and communities 60,000
    Native American Rights Fund1506 Broadway
    Boulder,CO80302     		N/A 501(c)(3) support for voting rights work 50,000
    New Israel FundPO Box 177
    Lewiston,ME042430177     		N/A 501(c)(3) renewed support to defend human rights and democratic institutions in Israel 75,000
    New Venture Fund1201 Connecticut Ave NW Suite 300
    Washington,DC200362656     		N/A 501(c)(3) general support for the Analyst Institute 250,000
    The New York Immigration Coalition131 West 33rd Street Floor 6
    New York,NY100012967     		N/A 501(c)(3) general support to promote immigrants' civic participation, leadership and unified voice 75,000
    NY RenewsPO Box 29903
    San Francisco,CA941290903     		N/A 501(c)(3) renewed general support for a state-wide coalition of environmental, labor, and community groups that aims to achieve an environmentally sustainable and just New York State economy 75,000
    Our Climate Education Fund1380 Monroe Street NW Suite 734
    Washington,DC20010     		N/A 501(c)(3) renewed general support to develop youth leaders to advance climate solutions 75,000
    Philanthropy New York320 East 43rd Street
    New York,NY100174801     		N/A 501(c)(3) renewed general support through membership 1,200
    Refugee and Immigrant Fund Inc32-13 37th Street
    Astoria,NY111034003     		N/A 501(c)(3) renewed support for legal and psychosocial services for newly-arrived refugees seeking asylum 40,000
    Repairers of the BreachPO Box 1638
    Goldsboro,NC275331638     		N/A 501(c)(3) general support to train faith leaders and organizers to build issue-based movements and coalitions to achieve social change and promote public policies for the common good 250,000
    The Reporters Committee for Freedom of the Press1156 15th Street NW Suite 1020
    Washington,DC200051754     		N/A 501(c)(3) renewed general support to provide pro bono legal services to journalists 50,000
    The Sentencing Project1705 Desales Street NW 8th Floor
    Washington,DC200364405     		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 Rights60 Walton Street NW
    Atlanta,GA303032149     		N/A 501(c)(3) renewed general support to work for equality and justice in the criminal legal system 75,000
    Third Sector New England89 South Street Suite 700
    Boston,MA021112679     		N/A 501(c)(3) general support for the Workers' Justice Project 15,000
    Tides FoundationPO Box 29903
    San Francisco,CA941290903     		N/A 501(c)(3) support for the Organizing Empowerment Funds nonpartisan voter engagement work 100,000
    Tides FoundationPO Box 29903
    San Francisco,CA941290903     		N/A 501(c)(3) support for NY Renews' efforts around the Climate and Community Investment Act 20,000
    Type Media Center116 East 16th Street 8th Floor
    New York,NY100032158     		N/A 501(c)(3) renewed support for Type Investigations to facilitate the development and publication of socially significant reporting with an emphasis on human and civil rights 50,000
    University of Maryland Baltimore Foundation IncOffice of Philanthropy220 North
    Arch Street 13th Floor
    Baltimore,MD21201     		N/A 501(c)(3) renewed support for the Positive Schools Center at the University of Maryland School of Social Work 50,000
    University of Orange47 Cleveland Street
    Orange,NJ07050     		N/A 501(c)(3) renewed support for to expand activities of the project "400 Years of Inequality" 30,000
    The Voter Participation Center1707 L Street NW Suite 950
    Washington,DC200364230     		N/A 501(c)(3) general support 100,000
    Voto Latino Foundation1300 L Street NW Suite 975
    Washington,DC200054107     		N/A 501(c)(3) general support 250,000
    West Harlem Environmental Action Inc1854 Amsterdam Avenue 2nd Floor
    New York,NY10031     		N/A 501(c)(3) renewed general support to build community power to fight environmental racism 75,000
    West Harlem Environmental Action Inc1854 Amsterdam Avenue 2nd Floor
    New York,NY10031     		N/A 501(c)(3) support for the Cecil Corbin-Mark Fellowship Fund 20,000
    Women In NeedOne State Street 18th Floor
    New York,NY100041787     		N/A 501(c)(3) general support in response to the COVID-19 emergency 10,000
    Working America Education Fund815 16th Street NW
    Washington,DC200064101     		N/A 501(c)(3) general support 400,000
    Total ...............................bullet 3a 6,454,049
    bApproved for future payment
    ALIGN The Alliance for a Greater New York50 Broadway 29th Floor
    New York,NY100041696     		N/A 501(c)(3) renewed general support 60,000
    American Civil Liberties Union Foundation125 Broad Street 18th Floor
    New York,NY100042400     		N/A 501(c)(3) renewed support for the Immigrants Rights Project 75,000
    Ayuda1413 K Street NW Fifth Floor
    Washington,DC20005     		N/A 501(c)(3) general support 50,000
    The BrotherhoodSister Sol140 Hamilton Place
    New York,NY10031     		N/A 501(c)(3) general support 75,000
    Catholic Charities of Baltimore320 Cathedral Street
    Baltimore,MD212014421     		N/A 501(c)(3) support for the Immigration Legal Services program at the Esperanza Center 60,000
    Citizens Climate Education1330 Orange Avenue 309
    Coronado,CA921182949     		N/A 501(c)(3) general support 75,000
    Climate Mobilization Project275 9th Street Suite 150329
    Brooklyn,NY112154430     		N/A 501(c)(3) general support 30,000
    Disability Rights Maryland1500 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
    The Educational Alliance197 East Broadway
    New York,NY100025507     		N/A 501(c)(3) renewed general support for the Manny Cantor Center 50,000
    The Fund for Investigative Journalism Inc1110 Vermont Avenue NW Suite 500
    Washington,DC20005     		N/A 501(c)(3) renewed general support for the organization's efforts to sustain investigative journalism 60,000
    Immigrant Justice Corps17 Battery Place Suite 1234
    New York,NY100041207     		N/A 501(c)(3) support to bring the Immigrant Law Fellowship Program to Maryland 75,000
    International Refugee Assistance ProjectP O Box 21917
    New York,NY100871917     		N/A 501(c)(3) renewed project support for efforts challenging policies threatening the rights of refugees and other asylum seekers in the United States 50,000
    Jews United for JusticePO Box 41485
    Washington,DC20018     		N/A 501(c)(3) renewed general support for community organizing to fight against inequality in Maryland and DC 40,000
    Kids in Need of Defense1201 L Street NW Floor 2
    Washington,DC200054019     		N/A 501(c)(3) renewed support for KIND's Baltimore office to provide legal representation for unaccompanied immigrant children in Maryland 75,000
    National Center for Law and Economic Justice275 Seventh Avenue Suite 1506
    New York,NY100016860     		N/A 501(c)(3) general support for policy advocacy and litigation to advance economic justice for low-income families, individuals and communities 60,000
    The Reporters Committee for Freedom of the Press1156 15th Street NW Suite 1020
    Washington,DC200051754     		N/A 501(c)(3) renewed general support to provide pro bono legal services to journalists 50,000
    Southern Center for Human Rights60 Walton Street NW
    Atlanta,GA303032149     		N/A 501(c)(3) renewed general support to work for equality and justice in the criminal legal system 75,000
    West Harlem Environmental Action Inc1854 Amsterdam Avenue 2nd Floor
    New York,NY10031     		N/A 501(c)(3) renewed general support to build community power to fight environmental racism 75,000
    Total ................................bullet 3b 1,110,000
    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
    2020
    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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    The Morton K and Jane Blaustein
    Foundation Inc         		Employer identification number
    52-1607300
    Part I
    Contributors
    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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    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) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 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 75,000 30,000   45,000

    TY 2020 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 0 133,855
    ASF VIII AT COST 174,755 242,544
    BGI Equity Index AT COST 13,855,888 16,771,934
    Boston Partners Int'l Eqty AT COST 1,152,576 1,226,409
    Commonfund Int'l PEP VI AT COST 160,689 176,643
    Commonfund PEP V AT COST 1,908 1,888
    Commonfund PEP VII AT COST 218,330 234,633
    Commonfund Venture VI AT COST 51,181 56,783
    Commonfund Venture VIII AT COST 282,145 324,716
    First Eagle Global AT COST 3,806,461 5,363,747
    Aberdeen (Flag) Int'l Partners II AT COST 277,469 512,913
    Aberdeen (Flag) International Partners AT COST 239,483 336,298
    Aberdeen (Flag) Private Equity III LP AT COST 127,755 144,083
    Aberdeen (Flag) Private Equity IV LP AT COST 208,739 361,998
    Aberdeen (Flag) Venture Partners VI AT COST 218,023 317,284
    Ironwood Int'l AT COST 913,843 2,192,825
    Ironwood Int'l Class A4S4 AT COST 88,991 109,354
    JP Morgan Riverbridge Equities AT COST 1,116,756 2,605,576
    Lazard GL Infrastructure AT COST 1,802,978 1,670,717
    Lighthouse Global Long AT COST 1,100,000 1,620,597
    MetWest Total Return AT COST 3,511,427 3,616,091
    MFS Sers Tr X Int'l Growth I AT COST 531,317 1,070,550
    Neuberger Berman AT COST 45,442 44,732
    Oaktree Opp Fund X AT COST 877,736 855,375
    Oaktree Opp Fund XB AT COST 597,006 583,961
    Oaktree Real Estate Fd V AT COST 160,681 141,990
    RBC Fds Tr Emkt Eqty I AT COST 2,171,480 2,663,263
    Siguler Guff Fund III AT COST 76,848 172,433
    Spur Ventures III AT COST 587,235 1,492,998
    Vanguard Inflation Protected AT COST 1,320,404 1,439,030
    Ninety One Global Franchise AT COST 4,206,164 5,557,031
    Spur Ventures VI AT COST 171,003 188,270
    Ecosystem Investment Partners IV AT COST 56,311 58,000
    John Hancock II Small Cap Value AT COST 2,547,995 2,417,632
    Artisan Partners Sustainable Emerging Markets AT COST 2,643,000 2,746,512
    Voya Securitized Credit AT COST 2,686,638 2,506,395
    Coller International AT COST 0 30,605
    AXA Secondary Fund V AT COST 0 8,580
    SJF Ventures V AT COST 73,329 75,000

    TY 2020 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 3,597 18 18


    TY 2020 OtherDecreasesSchedule
    Name:
    The Morton K and Jane Blaustein
     
    Foundation Inc
    EIN:
    52-1607300
    Description Amount
    Book/Tax adjustment to Neuberger Berman 819,162


    TY 2020 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 3,620 0   3,620
    Supplies 205 0   205
    Telephone 1,060 0   1,060
    Bank Fee 14 0   14
    Software 293 0   293
    Postage 673 0   673
    Website 515 0   515
    Dues & Subscriptions 90 0   90
    Other Investment Fees 1,933 1,933   0


    TY 2020 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
    BGI Equity -15,162 -15,162 -15,162
    Book income/alternative investments -1,526,054   -1,526,054
    Boston Partners Int'l Eqty -10,147 -10,147 -10,147
    Commonfund Intl Vent VI -3,928 -6,065 -3,928
    Commonfund PEP V -881 -763 -881
    Commonfund PEP VII -3,298 -10,153 -3,298
    Commonfund Venture Pt VI 10,454 10,357 10,454
    Commonfund Venture VIII -3,540 -3,536 -3,540
    Aberdeen (Flag) International -5,163 -5,147 -5,163
    Aberdeen (Flag) Intl Partners II -7,619 -7,619 -7,619
    Aberdeen (Flag) Priv Eq III -5,669 -8,679 -5,669
    Aberdeen (Flag) Priv Eq IV -6,790 -8,039 -6,790
    Aberdeen (Flag) Venture VI -3,341 -3,330 -3,341
    Neuberger Berman 110,034 72,200 110,034
    Oaktree Opp Fund X, LP -29,838 -29,838 -29,838
    Oaktree Opp Fund XB, LP -17,283 -39,798 -17,283
    Oaktree Real Estate Fd V 32,613 12,313 32,613
    Sigular Guff -2,286 -2,304 -2,286
    Spur Ventures III 3,591 3,591 3,591
    Spur Ventures VI -17,889 -17,889 -17,889
    Ecosystem Investment Partners IV -9,246 -9,246 -9,246
    SJF Ventures V -1,671 -1,671 -1,671
    New Mountain VI -4,727 -4,656 -4,727


    TY 2020 OtherLiabilitiesSchedule
    Name:
    The Morton K and Jane Blaustein
     
    Foundation Inc
    EIN:
    52-1607300
    Description Beginning of Year - Book Value End of Year - Book Value
    Losses Taken Using Debt Basis 0 4,727


    TY 2020 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
    Mercer Advisory 71,915 71,915   0
    BGI Equity 31,250 31,250   0
    JP Morgan RiverBridge 24,020 24,020   0
    Consulting 5,000 0   5,000


    TY 2020 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 28,427 28,427   0
    State taxes 95 95   0
    Excise Tax 30,000 0   0