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 Jacob and Hilda Blaustein
Foundation Inc
Number and street (or P.O. box number if mail is not delivered to street address)One South Street No 2950
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Baltimore, MD21202
A Employer identification number

52-6038382
B Telephone number (see instructions)

(410) 347-7201
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$146,167,409
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,653,589
2 Check bullet.............
3 Interest on savings and temporary cash investments 195 195  
4 Dividends and interest from securities... 1,843,688 1,821,591  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 9,925,980
b Gross sales price for all assets on line 6a 36,640,789
7 Capital gain net income (from Part IV, line 2)... 9,925,980
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)....... -6,139,410 -198,202  
12 Total. Add lines 1 through 11........ 7,284,042 11,549,564  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 142,249 0   142,249
14 Other employee salaries and wages...... 331,177 0   331,177
15 Pension plans, employee benefits....... 84,218 0   84,218
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 139,500 69,750   69,750
c Other professional fees (attach schedule).... 243,483 243,483   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 145,044 95,029   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 73,161 0   73,161
21 Travel, conferences, and meetings....... 5,752 0   5,752
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 26,285 2,068   24,217
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,190,869 410,330   730,524
25 Contributions, gifts, grants paid....... 8,506,820 8,506,820
26 Total expenses and disbursements. Add lines 24 and 25 9,697,689 410,330   9,237,344
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,413,647
b Net investment income (if negative, enter -0-) 11,139,234
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......... 3,461,544 2,635,198 2,635,198
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).......... 115,629,087 Click to see attachment110,643,844 142,608,729
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment875,940 Click to see attachment923,482 Click to see attachment923,482
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 119,966,571 114,202,524 146,167,409
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment0 Click to see attachment20,497
23 Total liabilities (add lines 17 through 22)......... 0 20,497
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........ 119,966,571 114,182,027
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 119,966,571 114,182,027
30 Total liabilities and net assets/fund balances (see instructions). 119,966,571 114,202,524
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
119,966,571
2
Enter amount from Part I, line 27a .....................
2
-2,413,647
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
117,552,924
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
3,370,897
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
114,182,027
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 Riverbridge - 84 Shs 2U INC P 2018-05-15 2020-09-24
b Riverbridge - 100 Shs 2U INC P 2018-05-21 2020-09-24
c Riverbridge - 224 Shs ALARM.COM HOLDINGS INC P 2019-02-01 2020-09-24
d Riverbridge - 30 Shs ALARM.COM HOLDINGS INC P 2019-02-06 2020-09-24
e Riverbridge - 39 Shs AMEDISYS INC P 2019-06-05 2020-09-24
Riverbridge - 15 Shs AMEDISYS INC P 2020-03-26 2020-09-24
Riverbridge - 183 Shs AMN HEALTHCARE SERVICES INC P 2019-02-01 2020-09-24
Riverbridge - 26 Shs BIO-TECHNE CORP P 2019-02-01 2020-09-24
Riverbridge - 15 Shs BIO-TECHNE CORP P 2019-02-06 2020-09-24
Riverbridge - 7 Shs BIO-TECHNE CORP P 2020-03-26 2020-09-24
Riverbridge - 159 Shs BLACKLINE INC P 2019-02-01 2020-09-24
Riverbridge - 53 Shs BLACKLINE INC P 2020-03-26 2020-09-24
Riverbridge - 25 Shs CABOT MICROELECTRONICS CORP P 2019-02-01 2020-09-24
Riverbridge - 17 Shs CABOT MICROELECTRONICS CORP P 2020-03-26 2020-09-24
Riverbridge - 77 Shs CALAVO GROWERS INC P 2019-02-01 2020-09-24
Riverbridge - 188 Shs CANTEL MEDICAL CORP P 2019-02-01 2020-03-27
Riverbridge - 392 Shs CANTEL MEDICAL CORP P 2019-02-01 2020-03-27
Riverbridge - 23 Shs CANTEL MEDICAL CORP P 2020-03-26 2020-03-27
Riverbridge - 78 Shs CASS INFORMATION SYSTEMS INC P 2019-02-01 2020-09-24
Riverbridge - 911 Shs CHEGG INC P 2019-02-01 2020-07-24
Riverbridge - 187 Shs CHEGG INC P 2019-02-01 2020-05-08
Riverbridge - 572 Shs CHEGG INC P 2019-02-01 2020-05-07
Riverbridge - 40 Shs CHEGG INC P 2019-02-06 2020-05-07
Riverbridge - 48 Shs CHEGG INC P 2020-03-26 2020-05-07
Riverbridge - 26 Shs CHEMED CORP P 2019-02-01 2020-09-24
Riverbridge - 32 Shs CHEMED CORP P 2019-02-01 2020-04-22
Riverbridge - 30 Shs CHEMED CORP P 2019-02-01 2020-04-21
Riverbridge - 10 Shs CHEMED CORP P 2020-03-26 2020-04-21
Riverbridge - 163 Shs DESCARTES SYSTEMS GRP/THE P 2019-05-03 2020-09-24
Riverbridge - 59 Shs DORMAN PRODUCTS INC P 2019-02-01 2020-09-24
Riverbridge - 151 Shs ENSIGN GROUP INC/THE P 2020-04-21 2020-09-24
Riverbridge - 688 Shs EVOLENT HEALTH INC - A P 2019-02-01 2020-04-28
Riverbridge - 131 Shs EVOLENT HEALTH INC - A P 2019-02-01 2020-04-28
Riverbridge - 663 Shs EVOLENT HEALTH INC - A P 2019-02-01 2020-04-27
Riverbridge - 200 Shs EVOLENT HEALTH INC - A P 2019-02-01 2020-04-27
Riverbridge - 839 Shs EVOLENT HEALTH INC - A P 2019-02-01 2020-04-24
Riverbridge - 84 Shs EXLSERVICE HOLDINGS INC P 2019-02-01 2020-09-24
Riverbridge - 76 Shs EXPONENT INC P 2019-02-01 2020-09-24
Riverbridge - 50 Shs EXPONENT INC P 2020-03-26 2020-09-24
Riverbridge - 71 Shs FIVE BELOW P 2019-02-01 2020-11-19
Riverbridge - 306 Shs FIVE BELOW P 2019-02-01 2020-11-19
Riverbridge - 147 Shs FIVE BELOW P 2019-02-01 2020-09-24
Riverbridge - 20 Shs FIVE BELOW P 2019-02-06 2020-09-24
Riverbridge - 91 Shs FIVE9 INC P 2019-06-17 2020-09-24
Riverbridge - 35 Shs FIVE9 INC P 2020-03-26 2020-09-24
Riverbridge - 73 Shs FLOOR & DECOR HOLDINGS INC-A P 2017-11-16 2020-09-24
Riverbridge - 100 Shs FLOOR & DECOR HOLDINGS INC-A P 2018-08-01 2020-09-24
Riverbridge - 77 Shs FRESHPET INC P 2019-02-01 2020-09-24
Riverbridge - 36 Shs FRESHPET INC P 2020-03-26 2020-09-24
Riverbridge - 54 Shs FRESHPET INC P 2019-02-01 2020-01-28
Riverbridge - 159 Shs FRESHPET INC P 2019-02-01 2020-01-27
Riverbridge - 74 Shs FRESHPET INC P 2019-02-01 2020-01-24
Riverbridge - 245 Shs GENTEX CORP P 2019-02-01 2020-09-24
Riverbridge - 81 Shs GENTEX CORP P 2020-03-26 2020-09-24
Riverbridge - 90 Shs GLOBANT SA P 2019-02-01 2020-09-24
Riverbridge - 50 Shs GLOBANT SA P 2020-03-26 2020-09-24
Riverbridge - 36 Shs GOOSEHEAD INSURANCE INC -A P 2020-03-20 2020-09-24
Riverbridge - 20 Shs GOOSEHEAD INSURANCE INC -A P 2020-03-26 2020-09-24
Riverbridge - 50 Shs GRAND CANYON EDUCATION INC P 2018-03-05 2020-09-24
Riverbridge - 50 Shs GRAND CANYON EDUCATION INC P 2018-12-04 2020-09-24
Riverbridge - 42 Shs GRAND CANYON EDUCATION INC P 2019-02-01 2020-09-24
Riverbridge - 46 Shs HEALTH CATALYST INC P 2020-09-03 2020-09-24
Riverbridge - 192 Shs HEALTH CATALYST INC P 2020-09-02 2020-09-24
Riverbridge - 421 Shs HEALTHCARE SERVICES GROUP P 2019-02-01 2020-09-24
Riverbridge - 126 Shs HEALTHSTREAM INC P 2019-02-01 2020-01-14
Riverbridge - 103 Shs HEALTHSTREAM INC P 2019-02-01 2020-01-13
Riverbridge - 89 Shs HEALTHSTREAM INC P 2019-02-01 2020-01-10
Riverbridge - 51 Shs HEALTHSTREAM INC P 2019-02-01 2020-01-09
Riverbridge - 177 Shs HEALTHSTREAM INC P 2019-02-01 2020-01-08
Riverbridge - 37 Shs HEALTHSTREAM INC P 2019-02-01 2020-01-07
Riverbridge - 114 Shs HEALTHSTREAM INC P 2019-02-01 2020-01-06
Riverbridge - 57 Shs HEALTHSTREAM INC P 2019-02-01 2020-01-03
Riverbridge - 64 Shs HEALTHSTREAM INC P 2019-02-01 2020-01-02
Riverbridge - 67 Shs HESKA CORP P 2019-02-01 2020-09-24
Riverbridge - 62 Shs INOGEN INC P 2019-05-31 2020-09-24
Riverbridge - 358 Shs INOVALON HOLDINGS INC - A P 2020-01-15 2020-09-24
Riverbridge - 50 Shs KADANT INC P 2020-05-06 2020-09-24
Riverbridge - 200 Shs KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC P 2017-11-07 2020-01-24
Riverbridge - 200 Shs KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC P 2017-11-07 2020-01-24
Riverbridge - 100 Shs KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC P 2017-11-17 2020-01-24
Riverbridge - 200 Shs KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC P 2018-08-31 2020-01-24
Riverbridge - 50 Shs KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC P 2018-04-11 2020-01-24
Riverbridge - 50 Shs KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC P 2018-04-13 2020-01-24
Riverbridge - 100 Shs KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC P 2018-04-24 2020-01-24
Riverbridge - 190 Shs KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC P 2019-02-01 2020-01-24
Riverbridge - 138 Shs KORNIT DIGITAL LTD P 2020-01-30 2020-09-24
Riverbridge - 33 Shs KORNIT DIGITAL LTD P 2020-01-31 2020-09-24
Riverbridge - 107 Shs MAXIMUS INC P 2019-02-01 2020-09-24
Riverbridge - 250 Shs MOBILE MINI INC P 2019-02-01 2020-05-07
Riverbridge - 4 Shs MOBILE MINI INC P 2019-02-01 2020-05-06
Riverbridge - 200 Shs MOBILE MINI INC P 2019-02-06 2020-05-06
Riverbridge - 188 Shs NATIONAL INSTRUMENTS CORP P 2019-02-01 2020-09-24
Riverbridge - 40 Shs NATIONAL INSTRUMENTS CORP P 2019-02-06 2020-09-24
Riverbridge - 227 Shs NATIONAL VISION HOLDINGS INC P 2019-05-28 2020-09-24
Riverbridge - 49 Shs NEOGEN CORP P 2019-09-06 2020-09-24
Riverbridge - 72 Shs NEOGEN CORP P 2019-09-10 2020-09-24
Riverbridge - 123 Shs OLLIE'S BARGAIN OUTLET HOLDI P 2020-01-24 2020-09-24
Riverbridge - 11 Shs ORTHOPEDIATRICS CORP P 2019-09-13 2020-09-24
Riverbridge - 80 Shs ORTHOPEDIATRICS CORP P 2019-09-16 2020-09-24
Riverbridge - 25 Shs ORTHOPEDIATRICS CORP P 2019-09-16 2020-09-24
Riverbridge - 29 Shs PAYLOCITY HOLDING CORP P 2020-03-26 2020-09-24
Riverbridge - 64 Shs PAYLOCITY HOLDING CORP P 2017-06-06 2020-09-24
Riverbridge - 101 Shs PAYLOCITY HOLDING CORP P 2019-02-01 2020-01-27
Riverbridge - 37 Shs PAYLOCITY HOLDING CORP P 2017-06-06 2020-01-27
Riverbridge - 126 Shs PAYLOCITY HOLDING CORP P 2019-02-01 2020-01-24
Riverbridge - 115 Shs PEGASYSTEMS INC P 2019-02-01 2020-09-24
Riverbridge - 59 Shs PEGASYSTEMS INC P 2020-03-26 2020-09-24
Riverbridge - 8 Shs PENNANT GROUP INC/THE NON-TRADEABLE ASSET CORP ACTIONS C P 2020-08-18 2020-09-24
Riverbridge - 67 Shs PENNANT GROUP INC/THE NON-TRADEABLE ASSET CORP ACTIONS P 2020-08-19 2020-09-24
Riverbridge - 67 Shs PENNANT GROUP INC/THE NON-TRADEABLE ASSET CORP ACTIONS P 2020-08-20 2020-09-24
Riverbridge - 17 Shs PETIQ INC P 2020-05-06 2020-09-24
Riverbridge - 121 Shs PETIQ INC P 2020-04-29 2020-09-24
Riverbridge - 18 Shs PETIQ INC P 2020-04-29 2020-09-24
Riverbridge - 109 Shs POWER INTEGRATIONS INC P 2019-02-01 2020-09-24
Riverbridge - 40 Shs POWER INTEGRATIONS INC P 2020-03-26 2020-09-24
Riverbridge - 105 Shs PRA GROUP INC P 2019-02-01 2020-09-24
Riverbridge - 40 Shs PRA GROUP INC P 2019-02-06 2020-09-24
Riverbridge - 52 Shs PRA GROUP INC P 2020-03-26 2020-09-24
Riverbridge - 177 Shs PROS HOLDINGS INC P 2019-02-01 2020-09-24
Riverbridge - 137 Shs PROTO LABS INC P 2019-02-01 2020-10-22
Riverbridge - 59 Shs PROTO LABS INC P 2019-02-01 2020-10-21
Riverbridge - 131 Shs PROTO LABS INC P 2019-02-01 2020-09-24
Riverbridge - 298 Shs RITCHIE BROS AUCTIONEERS P 2019-02-01 2020-09-24
Riverbridge - 44 Shs ROGERS CORP P 2019-10-17 2020-09-24
Riverbridge - 111 Shs SERVICEMASTER GLOBAL HLDGS INC P 2020-04-27 2020-09-24
Riverbridge - 93 Shs SERVICEMASTER GLOBAL HLDGS INC P 2020-04-28 2020-09-24
Riverbridge - 0 Shs SMART TECHNOLOGIES INC P 2020-01-01 2020-12-31
Riverbridge - 221 Shs SPS COMMERCE INC P 2019-02-01 2020-09-24
Riverbridge - 302 Shs TELADOC HEALTH INC P 2019-04-02 2020-04-22
Riverbridge - 21 Shs TELADOC HEALTH INC P 2020-03-26 2020-04-21
Riverbridge - 181 Shs TELADOC HEALTH INC P 2019-04-02 2020-04-21
Riverbridge - 49 Shs TELADOC HEALTH INC P 2019-02-01 2020-03-16
Riverbridge - 447 Shs TELADOC HEALTH INC P 2019-02-01 2020-03-16
Riverbridge - 38 Shs TELADOC HEALTH INC P 2019-04-02 2020-03-16
Riverbridge - 230 Shs TELADOC HEALTH INC P 2019-02-01 2020-01-24
Riverbridge - 191 Shs TRUPANION INC P 2019-02-01 2020-05-08
Riverbridge - 272 Shs TRUPANION INC P 2019-02-01 2020-05-07
Riverbridge - 234 Shs TRUPANION INC P 2019-02-01 2020-05-06
Riverbridge - 43 Shs TRUPANION INC P 2019-02-01 2020-05-05
Riverbridge - 32 Shs TRUPANION INC P 2020-03-26 2020-05-05
Riverbridge - 87 Shs U.S. PHYSICAL THERAPY INC P 2019-02-01 2020-09-24
Riverbridge - 509 Shs VERINT SYSTEMS INC P 2019-02-01 2020-07-08
Riverbridge - 37 Shs VERINT SYSTEMS INC P 2020-03-26 2020-07-08
Riverbridge - 128 Shs VERINT SYSTEMS INC P 2019-02-01 2020-07-07
Riverbridge - 173 Shs VERINT SYSTEMS INC P 2019-02-01 2020-07-06
Riverbridge - 0 Shs WILLSCOT CORP P 2020-01-01 2020-12-31
Riverbridge - 658 Shs WILLSCOT MOBILE MINI HOLDINGS P 2019-02-01 2020-09-24
Riverbridge - 195 Shs WORKIVA INC P 2019-02-01 2020-09-24
Riverbridge - 30 Shs WORKIVA INC P 2019-02-06 2020-09-24
JPM #8006 - 55106.539 Shs ABERDEEN EMER MKTS-INST P 2018-11-26 2020-11-24
JPM #8006 - 41806.02 Shs ABERDEEN EMER MKTS-INST P 2020-03-25 2020-11-24
JPM #8006 - 106082.037 Shs ABERDEEN EMER MKTS-INST P 2012-07-05 2020-11-24
JPM #8006 - 28872.51 Shs ABERDEEN EMER MKTS-INST P 2012-10-09 2020-11-24
JPM #8006 - 60642.814 Shs ABERDEEN EMER MKTS-INST P 2018-03-08 2020-11-24
JPM #8006 - 1594.911 Shs ABERDEEN EMER MKTS-INST P 2013-06-18 2020-11-24
JPM #8006 - 309.872 Shs ABERDEEN EMER MKTS-INST P 2013-09-17 2020-11-24
JPM #8006 - 1486.507 Shs ABERDEEN EMER MKTS-INST P 2013-12-24 2020-11-24
JPM #8006 - 8154.572 Shs ABERDEEN EMER MKTS-INST P 2014-12-23 2020-11-24
JPM #8006 - 537.146 Shs ABERDEEN EMER MKTS-INST P 2014-12-23 2020-11-24
JPM #8006 - 1378.691 Shs ABERDEEN EMER MKTS-INST P 2015-06-23 2020-11-24
JPM #8006 - 113360.324 Shs BRANDYWINEGLB-GLB UNCON B-IS P 2013-08-28 2020-09-24
JPM #8006 - 40950.041 Shs BRANDYWINEGLB-GLB UNCON B-IS P 2017-05-11 2020-09-24
JPM #8006 - 76163.22 Shs BRANDYWINEGLB-GLB UNCON B-IS P 2017-11-22 2020-09-24
JPM #8006 - 12761.598 Shs Legg-Mason P 2017-11-22 2020-03-25
JPM #8006 - 10559.298 Shs Legg-Mason P 2018-03-08 2020-03-25
JPM #8006 - 39370.079 Shs LAZARD GLBL LSTD INFRA-INST P 2018-01-05 2020-03-25
JPM #8006 - 149105.368 Shs TIAA-CREF CORE IMPCT BD-INST P 2019-10-10 2020-03-25
JPM #8006 - 40160 Shs BP D 2020-01-01 2020-01-16
Artisan Sustainable Emerging Markets P 2020-11-27 2020-12-31
JPM #8006 -236122.866 Shs Pzena Emerging Mkts Foc Val Fund P 2019-12-31 2020-09-24
JPM #8006 - 90937.087 Shs DFA Emerging Mrkts Sml Cap P 2020-06-30 2020-09-24
63.31 Shs Russell 1000 Growth Fd P 2020-03-30 2020-04-06
10777.93 Shs Russell 1000 Growth Fd P 2020-03-30 2020-07-18
50.7 Shs Russell 1000 Growth Fd P 2020-03-30 2020-06-09
17570.15 Shs Russell 1000 Growth Fd P 2020-03-30 2020-09-29
44.92 Shs Russell 1000 Growth Fd P 2020-03-30 2020-09-22
47.08 Shs Russell 1000 Growth Fd P 2020-03-30 2020-11-05
40695.36 Shs Russell 1000 Growth Fd P 2020-03-30 2020-11-25
75.58 Shs Russell 1000 Value Fd P 2020-03-30 2020-04-06
56.51 Shs Russell 1000 Value Fd P 2020-03-30 2020-06-09
62.24 Shs Russell 1000 Value Fd P 2020-03-30 2020-09-22
55.42 Shs Russell 1000 Value Fd P 2020-03-30 2020-11-05
30084.236 Shs Voya Securitized Credit Fund P 2020-02-28 2020-03-27
786.12 Shs Wellington Int'l Quality Growth P 2020-01-31 2020-01-31
827.003 Shs Wellington Int'l Quality Growth P 2020-04-30 2020-04-30
721.114 Shs Wellington Int'l Quality Growth P 2020-07-31 2020-07-31
825.106 Shs Wellington Int'l Quality Growth P 2020-10-31 2020-10-31
405.6181 Shs Ironwood Int'l P 2004-12-31 2020-07-22
59.77 Shs Russell 1000 Growth Fd P 2018-12-07 2020-02-28
63.51 Shs Russell 1000 Value Fd P 2018-12-07 2020-02-28
2,500 Shs Southpoint Qualified Offshore Fund P 2018-01-31 2020-01-31
OCM - Gain on Disposition of Partnership Interest P 2019-01-01 2020-12-31
ASF VI - Distrib in excess of basis P 2019-01-01 2020-12-31
AXA Secondary Fund V - distribution in excess of basis P 2019-01-01 2020-12-31
Coller - distribution in excess of basis P 2019-01-01 2020-12-31
LCP VII - distribution in excess of basis P 2019-01-01 2020-12-31
RCP VII - distribution in excess of basis P 2019-01-01 2020-12-31
Aberdeen (FLAG) International Partners II LP P 2019-01-01 2020-12-31
Aberdeen (FLAG) International Partners LP P 2019-01-01 2020-12-31
Aberdeen (FLAG) Private Equity III LP P 2019-01-01 2020-12-31
Aberdeen (FLAG) Private Equity IV LP P 2019-01-01 2020-12-31
Aberdeen (FLAG) Venture Partners VI LP P 2019-01-01 2020-12-31
Artisan Sustainable Emerging Markets P 2019-01-01 2020-12-31
Boulder Ventures IV Annex P 2019-01-01 2020-12-31
Catalio (Camden Partners) Nexus Fund, L.P. P 2019-01-01 2020-12-31
Catalio (Camden Partners) Nexus Fund, L.P. II P 2019-01-01 2020-12-31
Commonfund International Partners VI P 2019-01-01 2020-12-31
Commonfund Private Equity Partners V P 2019-01-01 2020-12-31
Commonfund Private Equity Partners VII P 2019-01-01 2020-12-31
Commonfund Venture Partners VI P 2019-01-01 2020-12-31
Ecosystem Investment Partners IV P 2019-01-01 2020-12-31
Gatewood Capital Opportunity Fund L.P. P 2019-01-01 2020-12-31
Industry Venture Partners VII LP P 2019-01-01 2020-12-31
Industry Venture Partners VIII LP P 2019-01-01 2020-12-31
Neuberger Berman Income Plus Fund P 2019-01-01 2020-12-31
New Mountain Partners V (AIV-A2), LP P 2019-01-01 2020-12-31
New Mountain Partners V, LP P 2019-01-01 2020-12-31
New Mountain VI P 2019-01-01 2020-12-31
New Mountain VI Aggregator P 2019-01-01 2020-12-31
Oaktree Real Estate Opportunities Fund V P 2019-01-01 2020-12-31
OCM European Principal Opportunities Fd II P 2019-01-01 2020-12-31
OCM Mezzanine Fund II P 2019-01-01 2020-12-31
Rockefeller Global Equity Fund I P 2019-01-01 2020-12-31
Russell 1000 Growth Fund B P 2019-01-01 2020-12-31
Russell 1000 Value Fund B P 2019-01-01 2020-12-31
Siguler Guff Distressed Opportunities Fd III P 2019-01-01 2020-12-31
Siguler Guff Distressed Opportunities Fd IV P 2019-01-01 2020-12-31
SJF Ventures IV, LP P 2019-01-01 2020-12-31
SJF Ventures V, LP P 2019-01-01 2020-12-31
Spur Ventures III P 2019-01-01 2020-12-31
Spur Ventures IV P 2019-01-01 2020-12-31
Spur Ventures V P 2019-01-01 2020-12-31
Spur Ventures VI P 2019-01-01 2020-12-31
Strategic Partners III, LP P 2019-01-01 2020-12-31
Strategic Partners PB Feeder Fund IV P 2019-01-01 2020-12-31
The Rise Fund FOF, LP P 2019-01-01 2020-12-31
The Rise Fund II P 2019-01-01 2020-12-31
Vista Equity Partners Fund VII P 2019-01-01 2020-12-31
Wellington - CTF Intl Quality Growth P 2019-01-01 2020-12-31
Aberdeen (FLAG) International Partners II LP P 2020-01-01 2020-12-31
Aberdeen (FLAG) International Partners LP P 2020-01-01 2020-12-31
Aberdeen (FLAG) Private Equity III LP P 2020-01-01 2020-12-31
Aberdeen (FLAG) Private Equity IV LP P 2020-01-01 2020-12-31
Aberdeen (FLAG) Venture Partners VI LP P 2020-01-01 2020-12-31
Artisan Sustainable Emerging Markets P 2020-01-01 2020-12-31
Boulder Ventures IV Annex P 2020-01-01 2020-12-31
Catalio (Camden Partners) Nexus Fund, L.P. P 2020-01-01 2020-12-31
Catalio (Camden Partners) Nexus Fund, L.P. II P 2020-01-01 2020-12-31
Commonfund International Partners VI P 2020-01-01 2020-12-31
Commonfund Private Equity Partners V P 2020-01-01 2020-12-31
Commonfund Private Equity Partners VII P 2020-01-01 2020-12-31
Commonfund Venture Partners VI P 2020-01-01 2020-12-31
Ecosystem Investment Partners IV P 2020-01-01 2020-12-31
Gatewood Capital Opportunity Fund L.P. P 2020-01-01 2020-12-31
Industry Venture Partners VII LP P 2020-01-01 2020-12-31
Industry Venture Partners VIII LP P 2020-01-01 2020-12-31
Neuberger Berman Income Plus Fund P 2020-01-01 2020-12-31
New Mountain Partners V (AIV-A2), LP P 2020-01-01 2020-12-31
New Mountain Partners V, LP P 2020-01-01 2020-12-31
New Mountain VI P 2020-01-01 2020-12-31
New Mountain VI Aggregator P 2020-01-01 2020-12-31
Oaktree Real Estate Opportunities Fund V P 2020-01-01 2020-12-31
OCM European Principal Opportunities Fd II P 2020-01-01 2020-12-31
OCM Mezzanine Fund II P 2020-01-01 2020-12-31
Rockefeller Global Equity Fund I P 2020-01-01 2020-12-31
Russell 1000 Growth Fund B P 2020-01-01 2020-12-31
Russell 1000 Value Fund B P 2020-01-01 2020-12-31
Siguler Guff Distressed Opportunities Fd III P 2020-01-01 2020-12-31
Siguler Guff Distressed Opportunities Fd IV P 2020-01-01 2020-12-31
SJF Ventures IV, LP P 2020-01-01 2020-12-31
SJF Ventures V, LP P 2020-01-01 2020-12-31
Spur Ventures III P 2020-01-01 2020-12-31
Spur Ventures IV P 2020-01-01 2020-12-31
Spur Ventures V P 2020-01-01 2020-12-31
Spur Ventures VI P 2020-01-01 2020-12-31
Strategic Partners III, LP P 2020-01-01 2020-12-31
Strategic Partners PB Feeder Fund IV P 2020-01-01 2020-12-31
The Rise Fund FOF, LP P 2020-01-01 2020-12-31
The Rise Fund II P 2020-01-01 2020-12-31
Vista Equity Partners Fund VII P 2020-01-01 2020-12-31
Wellington - CTF Intl Quality Growth P 2020-01-01 2020-12-31
Capital Gains Dividends P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,832   7,800 -4,968
b 3,372   9,580 -6,208
c 12,172   14,022 -1,850
d 1,630   1,959 -329
e 8,941   4,467 4,474
3,439   2,363 1,076
9,943   11,796 -1,853
6,272   4,579 1,693
3,618   2,810 808
1,689   1,288 401
13,392   7,765 5,627
4,464   2,820 1,644
3,429   2,576 853
2,332   1,903 429
5,113   5,997 -884
6,230   15,241 -9,011
12,810   31,780 -18,970
752   818 -66
2,962   3,909 -947
65,712   32,246 33,466
11,224   6,619 4,605
33,908   20,247 13,661
2,371   1,428 943
2,845   1,716 1,129
12,368   7,772 4,596
13,409   9,565 3,844
12,307   8,967 3,340
4,102   3,936 166
8,488   6,617 1,871
4,900   5,044 -144
8,232   5,484 2,748
4,830   12,091 -7,261
920   2,170 -1,250
4,513   11,652 -7,139
1,369   3,515 -2,146
5,661   13,326 -7,665
5,164   4,919 245
5,452   3,725 1,727
3,587   3,327 260
10,917   8,786 2,131
47,151   37,866 9,285
18,710   18,190 520
2,546   2,527 19
11,284   4,797 6,487
4,340   2,558 1,782
5,283   2,628 2,655
7,238   4,790 2,448
8,136   2,716 5,420
3,804   2,207 1,597
3,572   1,905 1,667
10,487   5,609 4,878
4,865   2,610 2,255
6,178   5,164 1,014
2,042   1,796 246
15,328   6,079 9,249
8,515   4,502 4,013
2,871   1,616 1,255
1,595   923 672
4,096   4,875 -779
4,096   6,088 -1,992
3,441   3,914 -473
1,605   1,522 83
6,700   6,378 322
8,726   17,406 -8,680
3,360   3,162 198
2,727   2,584 143
2,341   2,233 108
1,353   1,280 73
4,690   4,441 249
983   928 55
3,068   2,860 208
1,536   1,430 106
1,727   1,606 121
6,523   6,634 -111
1,706   3,998 -2,292
8,920   7,171 1,749
5,312   4,078 1,234
7,507   7,677 -170
7,507   7,721 -214
3,753   3,891 -138
7,507   6,840 667
1,877   2,161 -284
1,877   2,156 -279
3,753   4,179 -426
7,132   6,109 1,023
8,318   5,771 2,547
1,989   1,376 613
7,160   7,516 -356
6,881   8,577 -1,696
105   137 -32
5,245   7,412 -2,167
6,490   8,400 -1,910
1,381   1,806 -425
8,423   6,608 1,815
3,621   3,568 53
5,321   5,220 101
10,714   7,098 3,616
468   410 58
3,404   3,061 343
1,064   942 122
4,245   2,677 1,568
9,368   3,119 6,249
13,648   7,283 6,365
5,000   1,803 3,197
17,597   9,085 8,512
13,479   6,521 6,958
6,915   4,363 2,552
286   316 -30
2,393   2,807 -414
2,393   2,747 -354
520   498 22
3,702   3,615 87
551   542 9
5,687   3,626 2,061
2,087   1,861 226
4,134   3,109 1,025
1,575   1,207 368
2,047   1,545 502
5,507   6,129 -622
18,812   17,232 1,580
8,073   7,421 652
16,868   16,477 391
16,674   10,804 5,870
4,303   6,654 -2,351
4,276   3,391 885
3,583   3,004 579
11     11
15,998   9,843 6,155
54,025   16,683 37,342
3,750   3,187 563
32,323   9,999 22,324
6,105   3,148 2,957
56,823   28,719 28,104
4,831   2,099 2,732
22,739   14,777 7,962
5,763   5,041 722
8,042   7,179 863
6,780   6,176 604
1,249   1,135 114
929   868 61
7,140   9,305 -2,165
22,068   24,753 -2,685
1,604   1,581 23
5,589   6,225 -636
7,753   8,413 -660
2     2
10,512   9,387 1,125
10,659   8,161 2,498
1,640   1,277 363
1,057,494   750,000 307,494
802,258   500,000 302,258
2,035,714   1,500,000 535,714
554,063   431,933 122,130
1,163,736   1,000,000 163,736
30,606   23,254 7,352
5,946   4,524 1,422
28,526   21,272 7,254
156,486   109,434 47,052
10,308   7,209 3,099
26,457   18,847 7,610
1,362,591   1,420,642 -58,051
492,220   513,189 -20,969
915,482   954,484 -39,002
136,804   157,861 -21,057
113,196   131,991 -18,795
500,000   636,614 -136,614
1,500,000   1,595,427 -95,427
1,558,620   5,210 1,553,410
4,629,758   4,629,758 0
2,503,101   3,055,573 -552,472
1,765,089   1,891,371 -126,282
2,627   2,371 256
500,000   403,704 96,296
2,601   1,899 702
1,000,000   658,117 341,883
2,564   1,683 881
2,892   1,983 909
2,500,000   1,714,353 785,647
2,482   2,905 -423
2,242   2,172 70
2,389   2,392 -3
2,239   2,334 -95
250,000   311,363 -61,363
12,790   11,922 868
12,099   12,504 -405
12,555   10,906 1,649
14,604   12,483 2,121
1,000,000   474,369 525,631
2,666   2,234 432
2,446   2,463 -17
2,500,000   2,500,000 0
725     725
175,947     175,947
11,123     11,123
4,990     4,990
47,495     47,495
409,000     409,000
      0
    4 -4
    302 -302
    691 -691
8     8
24,599     24,599
      0
      0
      0
      0
14     14
    52 -52
    294 -294
      0
      0
560     560
4,920     4,920
41,047     41,047
      0
      0
      0
      0
39     39
    249 -249
363     363
47,690     47,690
    89,006 -89,006
2,429     2,429
    261 -261
2,461     2,461
      0
      0
786     786
4,168     4,168
697     697
1,006     1,006
      0
6     6
    122 -122
      0
      0
    157,333 -157,333
127,513     127,513
101,049     101,049
43,199     43,199
44,012     44,012
96,759     96,759
    586 -586
13     13
    5,393 -5,393
      0
36,159     36,159
    11,978 -11,978
106,021     106,021
    3,596 -3,596
      0
740     740
118,288     118,288
50,968     50,968
582,026     582,026
56,211     56,211
      0
      0
      0
    33,980 -33,980
    4,799 -4,799
    662 -662
923,242     923,242
1,806,265     1,806,265
131,040     131,040
6,934     6,934
4,310     4,310
190,415     190,415
      0
238,137     238,137
133,872     133,872
19,624     19,624
261     261
    2,627 -2,627
691     691
4,910     4,910
      0
      0
229,983     229,983
496,342     496,342
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       -4,968
b       -6,208
c       -1,850
d       -329
e       4,474
      1,076
      -1,853
      1,693
      808
      401
      5,627
      1,644
      853
      429
      -884
      -9,011
      -18,970
      -66
      -947
      33,466
      4,605
      13,661
      943
      1,129
      4,596
      3,844
      3,340
      166
      1,871
      -144
      2,748
      -7,261
      -1,250
      -7,139
      -2,146
      -7,665
      245
      1,727
      260
      2,131
      9,285
      520
      19
      6,487
      1,782
      2,655
      2,448
      5,420
      1,597
      1,667
      4,878
      2,255
      1,014
      246
      9,249
      4,013
      1,255
      672
      -779
      -1,992
      -473
      83
      322
      -8,680
      198
      143
      108
      73
      249
      55
      208
      106
      121
      -111
      -2,292
      1,749
      1,234
      -170
      -214
      -138
      667
      -284
      -279
      -426
      1,023
      2,547
      613
      -356
      -1,696
      -32
      -2,167
      -1,910
      -425
      1,815
      53
      101
      3,616
      58
      343
      122
      1,568
      6,249
      6,365
      3,197
      8,512
      6,958
      2,552
      -30
      -414
      -354
      22
      87
      9
      2,061
      226
      1,025
      368
      502
      -622
      1,580
      652
      391
      5,870
      -2,351
      885
      579
      11
      6,155
      37,342
      563
      22,324
      2,957
      28,104
      2,732
      7,962
      722
      863
      604
      114
      61
      -2,165
      -2,685
      23
      -636
      -660
      2
      1,125
      2,498
      363
      307,494
      302,258
      535,714
      122,130
      163,736
      7,352
      1,422
      7,254
      47,052
      3,099
      7,610
      -58,051
      -20,969
      -39,002
      -21,057
      -18,795
      -136,614
      -95,427
      1,553,410
      0
      -552,472
      -126,282
      256
      96,296
      702
      341,883
      881
      909
      785,647
      -423
      70
      -3
      -95
      -61,363
      868
      -405
      1,649
      2,121
      525,631
      432
      -17
      0
      725
      175,947
      11,123
      4,990
      47,495
      409,000
      0
      -4
      -302
      -691
      8
      24,599
      0
      0
      0
      0
      14
      -52
      -294
      0
      0
      560
      4,920
      41,047
      0
      0
      0
      0
      39
      -249
      363
      47,690
      -89,006
      2,429
      -261
      2,461
      0
      0
      786
      4,168
      697
      1,006
      0
      6
      -122
      0
      0
      -157,333
      127,513
      101,049
      43,199
      44,012
      96,759
      -586
      13
      -5,393
      0
      36,159
      -11,978
      106,021
      -3,596
      0
      740
      118,288
      50,968
      582,026
      56,211
      0
      0
      0
      -33,980
      -4,799
      -662
      923,242
      1,806,265
      131,040
      6,934
      4,310
      190,415
      0
      238,137
      133,872
      19,624
      261
      -2,627
      691
      4,910
      0
      0
      229,983
      496,342
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 9,925,980
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................................ 1 154,835
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........................... 3 154,835
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- ..... 5 154,835
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 174,903
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 40,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 214,903
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 60,068
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet60,068 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
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMD
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 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 atbulletOne South St Ste 2950BaltimoreMD ZIP+4bullet21202
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 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
    Michael J Hirschhorn President
    30.00
    95,265 46,984 0
    c/o AFS One South St 2950
    Baltimore,MD21202
    Barbara S Roswell Vice President
    0.00
    0 0 0
    c/o AFS One South St 2950
    Baltimore,MD21202
    Sarah H Shapiro Vice President
    0.00
    0 0 0
    c/o AFS One South St 2950
    Baltimore,MD21202
    Jill R Robinson Secretary
    0.00
    0 0 0
    c/o AFS One South St 2950
    Baltimore,MD21202
    Betsy F Ringel Assistant Secretary
    0.00
    0 0 0
    c/o AFS One South St 2950
    Baltimore,MD21202
    Anne A Patterson Treasurer
    0.00
    0 0 0
    c/o AFS One South St 2950
    Baltimore,MD21202
    Sandra L Glock Assistant Treasurer
    0.00
    0 0 0
    c/o AFS One South St 2950
    Baltimore,MD21202
    Daniel B Hirschhorn Assistant Treasurer
    0.00
    0 0 0
    c/o AFS One South St 2950
    Baltimore,MD21202
    Anne L Shelton Assistant Treasurer
    0.00
    0 0 0
    c/o AFS One South St 2950
    Baltimore,MD21202
    Stephen J Bass Assistant Treasurer
    0.00
    0 0 0
    c/o AFS One South St 2950
    Baltimore,MD21202
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    Brenda Zlatin Program Officer
    40.00
    120,646 44,546 0
    One South Street 2900
    Baltimore,MD21202
    Betsy Ringel Exec.Director
    16.00
    103,032 26,335 0
    One South Street 2900
    Baltimore,MD21202
    Lara Hall Program Officer
    15.00
    57,358 9,739 0
    One South Street 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. 139,500
    One South Street 2950
    Baltimore,MD212023298
    Mercer Inv Counsel/Mgmt Fee 124,370
    500 West Madison St 2740
    Chicago,IL60661
    Rockefeller & Company (via K-1) Investment Managemt 120,989
    30 Rockefeller Plaza Suite 5425
    New York,NY10112
    Wellington Wealth Management Investment Managemt 52,048
    280 Congress Street
    Boston,MA02210
    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 Additional Investment into Social Finance Israel - support for Momentum, a Social Impact Bond to improve outcomes on the 4 and 5 unit math matriculation exams for high school students in Rahat 47,542
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet47,542
    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
    126,319,645
    b
    Average of monthly cash balances.......................
    1b
    4,088,270
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    130,407,915
    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
    130,407,915
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,956,119
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    128,451,796
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    6,422,590
    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
    6,422,590
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    154,835
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    154,835
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    6,267,755
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    28,510
    5
    Add lines 3 and 4............................
    5
    6,296,265
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    6,296,265
    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
    9,237,344
    b
    Program-related investments—total from Part IX-B..................
    1b
    47,542
    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
    9,284,886
    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
    9,284,886
    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 6,296,265
    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...... 2,662,169
    b From 2016...... 2,278,278
    c From 2017...... 2,419,351
    d From 2018...... 2,383,705
    e From 2019...... 2,691,982
    fTotal of lines 3a through e........ 12,435,485
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 9,284,886
    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..... 6,296,265
    e Remaining amount distributed out of corpus 2,988,621
    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 15,424,106
    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) ...
    2,662,169
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    12,761,937
    10 Analysis of line 9:
    a Excess from 2016.... 2,278,278
    b Excess from 2017.... 2,419,351
    c Excess from 2018.... 2,383,705
    d Excess from 2019.... 2,691,982
    e Excess from 2020.... 2,988,621
    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:
    Michael J Hirschhorn Betsy Ringel
    BPG One South Street 2900
    Baltimore,MD212023334
    (410) 347-7201
    bThe form in which applications should be submitted and information and materials they should include:
    Letter
    cAny submission deadlines:
    None
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    This organization does not make gifts or contributions to individuals.
    Form 990-PF (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
    Active Minds Inc
    2001 South Street NW Suite 630
    Washington,DC20009
    N/A 501(c)(3) general support 45,000
    Advocates for Children and Youth Inc
    1 North Charles Street Suite 2400
    Baltimore,MD21202
    N/A 501(c)(3) general support 15,000
    American Civil Liberties Union Foundation of Maryland
    Meadow Mill at Woodberry 3600
    Clipper Mill Road Suite 350
    Baltimore,MD21211
    N/A 501(c)(3) support for the Right to Education program 75,000
    American Friends of ELI
    P O Box 12
    Merion Station,PA19066
    N/A 501(c)(3) renewed general support for therapeutic services to victims of child abuse 25,000
    American Friends of ELI
    P O Box 12
    Merion Station,PA19066
    N/A 501(c)(3) support for therapeutic services for abused children during the COVID-19 pandemic 10,000
    American Friends of ITIM
    c/o KJ Technology 247 West 36th
    Street Fifth Floor
    New York,NY10018
    N/A 501(c)(3) renewed general support to promote religious freedom and pluralism in Israel 25,000
    American Friends Of Leket Israel Inc
    PO Box 2090
    Teaneck,NJ076661490
    N/A 501(c)(3) support for food distribution in response to COVID-19 in the Negev 10,000
    American Friends of the Heschel Center Inc
    1814 Shady Avenue
    Pittsburgh,PA15217
    N/A 501(c)(3) renewed support to promote environmental leadership and educate for sustainability 35,000
    The American Jewish Committee
    The Jacob Blaustein Building 165
    East 56 Street
    New York,NY100222746
    N/A 501(c)(3) annual support 100,000
    The American Jewish Joint Distribution Committee
    220 East 42nd Street
    New York,NY10017
    N/A 501(c)(3) renewed support for the Inter-Agency Task Force on Israeli Arab Issues 30,000
    The American Jewish Joint Distribution Committee
    220 East 42nd Street
    New York,NY10017
    N/A 501(c)(3) support for Teach First Israel's work in Bedouin schools 30,000
    American Jewish World Service
    45 West 36th Street 10th Floor
    New York,NY100187904
    N/A 501(c)(3) renewed support for the early and child marriage program in India 100,000
    American Visionary Art Museum Inc
    800 Key Highway
    Baltimore,MD212303940
    N/A 501(c)(3) general support including a one-time COVID response supplement 45,000
    Americans for Ben-Gurion University
    1001 Avenue of the Americas 19th
    Floor
    New York,NY10018
    N/A 501(c)(3) support for start-up costs associated with equipping and staffing new faculty members at the Jacob Blaustein Institutes for Desert Research 200,000
    Americans for Ben-Gurion University
    1001 Avenue of the Americas 19th
    Floor
    New York,NY10018
    N/A 501(c)(3) support for scholarships for Bedouin undergraduates at the Ben-Gurion University of the Negev 25,000
    Art with a Heart Inc
    Mill No 1 3000 Falls Road
    Baltimore,MD21211
    N/A 501(c)(3) matching gift 200
    Arts Every Day Inc
    120 West North Avenue Suite 303
    Baltimore,MD212015987
    N/A 501(c)(3) general support 35,000
    Arts Every Day Inc
    120 West North Avenue Suite 303
    Baltimore,MD212015987
    N/A 501(c)(3) support for the Baltimore Arts Passport project 25,000
    The Associated Jewish Community Federation of Baltimore Inc
    101 West Mount Royal Avenue
    Baltimore,MD212015781
    N/A 501(c)(3) support for three Hillel campus programs in the Baltimore metropolitan area 135,000
    The Associated Jewish Community Federation of Baltimore Inc
    101 West Mount Royal Avenue
    Baltimore,MD212015781
    N/A 501(c)(3) support for CHANA to address abuse and other forms of interpersonal trauma in the Jewish community 35,000
    The Associated Jewish Community Federation of Baltimore Inc
    101 West Mount Royal Avenue
    Baltimore,MD212015781
    N/A 501(c)(3) emergency response support for CHANA for the re-location of people at risk during the pandemic 20,000
    The Associated Jewish Community Federation of Baltimore Inc
    101 West Mount Royal Avenue
    Baltimore,MD212015781
    N/A 501(c)(3) general support for the Annual Campaign 1,300,000
    Asylum Access
    c/o Port Workspaces 344 Thomas L
    Berkley Way
    Oakland,CA94612
    N/A 501(c)(3) COVID-19 emergency support 7,500
    Asylum Access
    c/o Port Workspaces 344 Thomas L
    Berkley Way
    Oakland,CA94612
    N/A 501(c)(3) renewed support to assist refugees in accessing their rights 40,000
    AVODAH The Jewish Service Corps
    125 Maiden Lane 8
    New York,NY10038
    N/A 501(c)(3) renewed general support 75,000
    Baltimore Center Stage
    700 North Calvert Street
    Baltimore,MD212023602
    N/A 501(c)(3) emergency support in response to the COVID-19 pandemic 15,000
    Baltimore Child First Authority Inc
    3904 Hickory Avenue Suite 200
    Baltimore,MD21211
    N/A 501(c)(3) matching gift 300
    Baltimore Child First Authority Inc
    3904 Hickory Avenue Suite 200
    Baltimore,MD21211
    N/A 501(c)(3) matching gift 300
    Baltimore Civic Fund
    One North Charles Street Suite 1600
    Baltimore,MD21201
    N/A 501(c)(3) emergency response support for the Baltimore Immigrant Community Fund for direct payments to individuals affected by the pandemic 20,000
    Baltimore Civic Fund
    One North Charles Street Suite 1600
    Baltimore,MD21201
    N/A 501(c)(3) support for the Baltimore Health Corps Program 85,000
    Baltimore Clayworks Inc
    5707 Smith Avenue
    Baltimore,MD21209
    N/A 501(c)(3) general support plus a one-time COVID-19 response supplement 40,000
    Baltimore Corps
    2401 Liberty Heights Avenue 2730
    Baltimore,MD21209
    N/A 501(c)(3) emergency support in response to the COVID-19 pandemic 15,000
    Baltimore Corps
    2401 Liberty Heights Avenue 2730
    Baltimore,MD21209
    N/A 501(c)(3) general support 25,000
    Baltimore Educational Scholarship Trust
    808 North Charles Street Suite
    200-C
    Baltimore,MD212015308
    N/A 501(c)(3) general support 35,000
    The Baltimore Symphony Orchestra
    1212 Cathedral Street
    Baltimore,MD212015556
    N/A 501(c)(3) general support including a one-time COVID response grant 50,000
    Bend the Arc A Jewish Partnership for Justice
    330 Seventh Avenue 19th Floor
    New York,NY100015010
    N/A 501(c)(3) renewed support to engage Jews in promoting economic opportunity and social justice for all Americans 100,000
    Bend the Arc A Jewish Partnership for Justice
    330 Seventh Avenue 19th Floor
    New York,NY100015010
    N/A 501(c)(3) renewed general support to promote collaboration that advances social justice as a core expression of Jewish values 35,000
    Beth Am Synagogue
    2701 North Charles Street Suite 402
    Baltimore,MD21218
    N/A 501(c)(3) matching gift 1,900
    Beth Am Synagogue
    2701 North Charles Street Suite 402
    Baltimore,MD21218
    N/A 501(c)(3) matching gift 400
    Bizchut The Israel Human Rights Center for People with Disabilities
    3 Kanfei Nesharim Street
    Jerusalem   9546404
    IS
    N/A 501(c)(3) renewed support for advocacy efforts on behalf of people with disabilities 6,000
    Black Women Build - Baltimore
    PO Box 16564
    Baltimore,MD212170564
    N/A 501(c)(3) matching gift 200
    Breast Cancer Prevention Partners
    1388 Sutter Street Suite 400
    San Francisco,CA941095400
    N/A 501(c)(3) general support 65,000
    Center for Reproductive Rights
    199 Water Street 22nd Floor
    New York,NY10038
    N/A 501(c)(3) renewed support for the Global Program 30,000
    Chai Lifeline
    151 West 30th Street Floor 3
    New York,NY100014007
    N/A 501(c)(3) support for the Mid-Atlantic regional office 30,000
    Charm City Care Connection
    1212 North Wolfe Street
    Baltimore,MD212133303
    N/A 501(c)(3) general support 25,000
    Chesapeake Shakespeare Company
    7 South Calvert Street
    Baltimore,MD21202
    N/A 501(c)(3) support for education and outreach programs 15,000
    City Neighbors Foundation
    4301 Raspe Avenue
    Baltimore,MD212061913
    N/A 501(c)(3) support for the promotion of progressive education practices in Baltimore City public schools 20,000
    Citydance Ensemble Inc
    4000 Albemarle Street NW Suite 304
    Washington,DC200161851
    N/A 501(c)(3) matching gift 200
    Civic Works Inc
    2701 Saint Lo Drive
    Baltimore,MD212131100
    N/A 501(c)(3) emergency response support to distribute fresh produce to people affected by the pandemic 10,000
    Code in the Schools
    10 East North Avenue Third Floor
    Baltimore,MD212024886
    N/A 501(c)(3) support for teacher professional development programming 25,000
    Compassion Over Killing
    PO Box 9773
    Washington,DC20016
    N/A 501(c)(3) matching gift 300
    Comprehensive Housing Assistance Inc
    5809 Park Heights Avenue
    Baltimore,MD21215
    N/A 501(c)(3) support for the School-Community Partnerships Program 25,000
    Confluence Philanthropy
    1 Penn Plaza Box 6169
    New York,NY10119
    N/A 501(c)(3) general support through membership 1,500
    Creative Alliance
    3134 Eastern Avenue
    Baltimore,MD212243963
    N/A 501(c)(3) general support 20,000
    Culture Shock Washington DC Inc
    606 Shore Acres Road
    Arnold,MD210121647
    N/A 501(c)(3) matching gift 670
    Digital Harbor Foundation
    1045 Light Street
    Baltimore,MD212304017
    N/A 501(c)(3) support for the Center of Excellence for Innovation in Technology Education 25,000
    Disability Rights International
    1825 K Street NW Suite 600
    Washington,DC20006
    N/A 501(c)(3) renewed general support to promote the human rights of people with mental disabilities worldwide 55,000
    Disability Rights International
    1825 K Street NW Suite 600
    Washington,DC20006
    N/A 501(c)(3) COVID-19 emergency response 10,000
    Ecopeace Friends of the Earth Middle East
    c/o Mary Alexander6534 Spring
    Valley Drive
    Alexandria,VA22312
    N/A 501(c)(3) renewed support for the project "Advancing Sanitation Solutions Along the Hebron-Negev-Gaza Basin" 30,000
    Enoch Pratt Free Library of Baltimore City
    400 Cathedral Street
    Baltimore,MD212014401
    N/A 501(c)(3) support for the Branch Improvement Fund 30,000
    Environmental Integrity Project
    1000 Vermont Avenue NW Suite 1100
    Washington,DC20005
    N/A 501(c)(3) support for the Baltimore Environmental Justice Campaign 40,000
    Environmental Working Group
    1436 U Street NW Suite 100
    Washington,DC20009
    N/A 501(c)(3) support for the Science Program 65,000
    The Everyman Theatre Inc
    315 West Fayette Street
    Baltimore,MD212013405
    N/A 501(c)(3) emergency support in response to the COVID-19 pandemic 15,000
    The Everyman Theatre Inc
    315 West Fayette Street
    Baltimore,MD212013405
    N/A 501(c)(3) general support and support for education programs 35,000
    The Family Tree
    2108 North Charles Street
    Baltimore,MD212185709
    N/A 501(c)(3) support for the Early Intervention Project 30,000
    Farm Alliance of Baltimore
    2701 Saint Lo Drive
    Baltimore,MD212131100
    N/A 501(c)(3) emergency response support to provide technical assistance and support to urban farms in Baltimore during the pandemic 15,000
    Firelight Foundation
    903 Pacific Avenue Suite 307A
    Santa Cruz,CA95060
    N/A 501(c)(3) renewed general support for the International Education Funders Group 1,000
    Fish Feel
    1200 Taney Road
    Silver Spring,MD209042160
    N/A 501(c)(3) matching gift 200
    Footsteps
    114 John Street 930
    New York,NY102729948
    N/A 501(c)(3) support for programs that assist ultra-Orthodox Jews to explore life beyond their insular communities 35,000
    Fractured Atlas
    248 West 35th Street 10th Floor
    New York,NY10001
    N/A 501(c)(3) matching gift 200
    Friends of Israel's Environment
    c/o Beckwith Brown 231 Bussey
    Street
    Dedham,MA02026
    N/A 501(c)(3) renewed general support for Adam Teva V'Din's environmental litigation and advocacy 90,000
    Friends of the Arava Institute
    1320 Centre Street Suite 206
    Newton Centre,MA02459
    N/A 501(c)(3) renewed scholarship support for Jordanian and Palestinian students 50,000
    Fund for Educational Excellence
    800 North Charles Street Suite 400
    Baltimore,MD212015322
    N/A 501(c)(3) support for Baltimore City Public Schools to develop daily wholeness activities, organized by theme and grade band 25,000
    Fund for Educational Excellence
    800 North Charles Street Suite 400
    Baltimore,MD212015322
    N/A 501(c)(3) support for the "RISE UP: Unidos con Padres" project of Baltimore City Public Schools 41,750
    Fund for Educational Excellence
    800 North Charles Street Suite 400
    Baltimore,MD212015322
    N/A 501(c)(3) matching gift 200
    Fund for Educational Excellence
    800 North Charles Street Suite 400
    Baltimore,MD212015322
    N/A 501(c)(3) matching gift 1,000
    Fund for Educational Excellence
    800 North Charles Street Suite 400
    Baltimore,MD212015322
    N/A 501(c)(3) support for Building A Generation: City Schools' Blueprint for Success of the Baltimore City Public Schools 100,000
    Fund for Educational Excellence
    800 North Charles Street Suite 400
    Baltimore,MD212015322
    N/A 501(c)(3) general support for Strong Schools Maryland 35,000
    Fund for Educational Excellence
    800 North Charles Street Suite 400
    Baltimore,MD212015322
    N/A 501(c)(3) general support 60,000
    Fund for Educational Excellence
    800 North Charles Street Suite 400
    Baltimore,MD212015322
    N/A 501(c)(3) support for B'More Invested, a collaborative funding pool addressing COVID response with a race equity lens 100,000
    Fund for Educational Excellence
    800 North Charles Street Suite 400
    Baltimore,MD212015322
    N/A 501(c)(3) matching gift 250
    Fund for Educational Excellence
    800 North Charles Street Suite 400
    Baltimore,MD212015322
    N/A 501(c)(3) matching gift 1,500
    Fund for Global Human Rights
    1301 Connecticut Avenue NW Suite
    400
    Washington,DC20036
    N/A 501(c)(3) COVID-19 emergency response 20,000
    Fund for Global Human Rights
    1301 Connecticut Avenue NW Suite
    400
    Washington,DC20036
    N/A 501(c)(3) renewed general support to make grants to local and regional human rights groups around the world 200,000
    Funders for Reproductive Equity
    PO Box 750
    Rockville,MD208480750
    N/A 501(c)(3) general support through membership 1,375
    Fusion Partnerships Inc
    1601 Guilford Avenue 2 South
    Baltimore,MD212022877
    N/A 501(c)(3) matching gift 200
    Fusion Partnerships Inc
    1601 Guilford Avenue 2 South
    Baltimore,MD212022877
    N/A 501(c)(3) matching gift 200
    Fusion Partnerships Inc
    1601 Guilford Avenue 2 South
    Baltimore,MD212022877
    N/A 501(c)(3) matching gift 200
    Fusion Partnerships Inc
    1601 Guilford Avenue 2 South
    Baltimore,MD212022877
    N/A 501(c)(3) matching gift 200
    Fusion Partnerships Inc
    1601 Guilford Avenue 2 South
    Baltimore,MD212022877
    N/A 501(c)(3) support for the Teachers' Democracy Project to facilitate parent-teacher restorative practices planning teams 25,000
    Fusion Partnerships Inc
    1601 Guilford Avenue 2 South
    Baltimore,MD212022877
    N/A 501(c)(3) matching gift 200
    Fusion Partnerships Inc
    1601 Guilford Avenue 2 South
    Baltimore,MD212022877
    N/A 501(c)(3) matching gift 400
    Fusion Partnerships Inc
    1601 Guilford Avenue 2 South
    Baltimore,MD212022877
    N/A 501(c)(3) support for Brioxy for the Baltimore Creative Arts Pipeline project 15,000
    Fusion Partnerships Inc
    1601 Guilford Avenue 2 South
    Baltimore,MD212022877
    N/A 501(c)(3) general support for the Intercultural Counseling Project 50,000
    Fusion Partnerships Inc
    1601 Guilford Avenue 2 South
    Baltimore,MD212022877
    N/A 501(c)(3) matching gift 200
    Fusion Partnerships Inc
    1601 Guilford Avenue 2 South
    Baltimore,MD212022877
    N/A 501(c)(3) emergency support for the Intercultural Counseling Project in response to the COVID-19 pandemic 15,000
    Govans Ecumenical Development Corporation
    1010 East 33rd Street
    Baltimore,MD21218
    N/A 501(c)(3) matching gift 1,000
    Grantmakers Concerned with Immigrants and Refugees
    P O Box 2178
    Petaluma,CA94953
    N/A 501(c)(3) general support through membership 3,750
    Grantmakers for Education
    700 SW 5th Avenue Suite 4000
    Portland,OR97204
    N/A 501(c)(3) general support through membership 2,700
    Grantmakers in Health
    1100 Connecticut Avenue NW Suite
    1100
    Washington,DC20036
    N/A 501(c)(3) general support through membership 3,250
    Greater Baltimore Cultural Alliance
    120 West North Avenue Suite 305
    Baltimore,MD212015833
    N/A 501(c)(3) general support 17,500
    Hazon Inc
    25 Broadway Suite 1700
    New York,NY10004
    N/A 501(c)(3) renewed general support 50,000
    Health Care for the Homeless Inc
    421 Fallsway
    Baltimore,MD21202
    N/A 501(c)(3) emergency response support during the pandemic 25,000
    HIAS
    P O Box 97077
    Washington,DC200907077
    N/A 501(c)(3) support for the Border Response Program 30,000
    Hillel International
    800 8th Street NW
    Washington,DC200013724
    N/A 501(c)(3) support for Base 50,000
    Historic East Baltimore Community Action Coalition Inc
    1212 North Wolfe Street
    Baltimore,MD21213
    N/A 501(c)(3) support for Healthy Minds at Work 25,000
    Holistic Life Foundation Inc
    1014 West 36th Street Suite 403
    Baltimore,MD21211
    N/A 501(c)(3) support for mindfulness programming in Baltimore City schools 35,000
    The Ingenuity Project
    1400 West Cold Spring Lane Room 337
    Baltimore,MD21209
    N/A 501(c)(3) general support 35,000
    International Refugee Assistance Project
    P O Box 21917
    New York,NY100871917
    N/A 501(c)(3) renewed general support 50,000
    International Rescue Committee Inc
    122 East 42nd Street
    New York,NY101681289
    N/A 501(c)(3) support to hire a full-time mental health caseworker for the Baltimore office 40,000
    IOBY
    PO Box 4668 74253
    New York,NY101634668
    N/A 501(c)(3) matching gift 200
    Jewish Community Foundation of Greater Mercer
    4 Princess Road Suite 211
    Lawrenceville,NJ08648
    N/A 501(c)(3) matching gift 5,000
    Jewish Council for Public Affairs
    25 Broadway Suite 1700
    New York,NY10004
    N/A 501(c)(3) renewed support for Resetting the Table, an effort to promote nuanced dialogue in the Jewish community about the Palestinian-Israeli conflict 150,000
    Jewish Funders Network
    150 West 30th Street Suite 900
    New York,NY100014125
    N/A 501(c)(3) volunteer response to COVID-19 in the Negev 10,000
    Jewish Funders Network
    150 West 30th Street Suite 900
    New York,NY100014125
    N/A 501(c)(3) renewed general support through membership 8,000
    Jews United for Justice
    PO Box 41485
    Washington,DC20018
    N/A 501(c)(3) renewed support for activities in Baltimore 100,000
    Jews United for Justice
    PO Box 41485
    Washington,DC20018
    N/A 501(c)(3) general support for the Collaborative for Jewish Organizing 50,000
    The Johns Hopkins University
    3400 North Charles Street
    Baltimore,MD21218
    N/A 501(c)(3) support for the Baltimore Education Research Consortium 25,000
    Johns Hopkins University-Peabody Institute
    1 East Mount Vernon Place
    Baltimore,MD212112226
    N/A 501(c)(3) support for the Tuned-In Initiative 20,000
    JOIN for Justice
    PO Box 51248
    Boston,MA02205
    N/A 501(c)(3) renewed general support 25,000
    Lawrence University
    711 East Boldt Way SPC 1847
    Appleton,WI549115595
    N/A 501(c)(3) matching gift 200
    Let's Breakthrough Inc
    4 West 43rd Street Suite 715
    New York,NY10036
    N/A 501(c)(3) renewed support to promote women's human rights in India 25,000
    Live Baltimore Home Center
    343 North Charles Street
    Baltimore,MD21210
    N/A 501(c)(3) support for Way to Stay, an effort to educate families about school options in Baltimore City 25,000
    Maryland Association of Nonprofit Organizations
    1500 Union Avenue Suite 2500
    Baltimore,MD21211
    N/A 501(c)(3) general support 25,000
    Maryland Book Bank
    1794 Union Avenue
    Baltimore,MD21211
    N/A 501(c)(3) emergency response support for the distribution of books during the pandemic 10,000
    Maryland Center on Economic Policy
    1800 North Charles Street Suite 406
    Baltimore,MD21201
    N/A 501(c)(3) general support 20,000
    Maryland Citizens for the Arts Inc
    120 West North Avenue Suite 302
    Baltimore,MD212015833
    N/A 501(c)(3) support to create a dashboard to document the economic impact of the pandemic on arts organizations and artists 10,000
    Maryland Citizens for the Arts Inc
    120 West North Avenue Suite 302
    Baltimore,MD212015833
    N/A 501(c)(3) matching gift 100
    Maryland Citizens for the Arts Inc
    120 West North Avenue Suite 302
    Baltimore,MD212015833
    N/A 501(c)(3) matching gift 200
    Maryland Citizens' Health Initiative Education Fund Inc
    2600 Saint Paul Street
    Baltimore,MD21218
    N/A 501(c)(3) general support 75,000
    Maryland Consumer Rights Coalition Inc
    2209 Maryland Avenue
    Baltimore,MD212185627
    N/A 501(c)(3) support for the Campaign to End Medical Debt 35,000
    Maryland Family Network Inc
    1001 Eastern Avenue 2nd Floor
    Baltimore,MD212024325
    N/A 501(c)(3) emergency response support for technical assistance and advocacy for child care providers 15,000
    Maryland Institute College of Art
    1300 West Mount Royal Avenue
    Baltimore,MD212174191
    N/A 501(c)(3) support for the Master of Fine Arts in Community Arts program 40,000
    Maryland Pesticide Education Network
    544 Epping Forest Road
    Annapolis,MD21401
    N/A 501(c)(3) general support 50,000
    Maryland Philanthropy Network
    1600 West 41st Street Suite 700
    Baltimore,MD212111504
    N/A 501(c)(3) general support through membership 10,000
    Maryland Public Interest Research Foundation
    2209 Maryland Avenue Suite D
    Baltimore,MD21218
    N/A 501(c)(3) support for the Healthy Kids, Healthy Maryland campaign 40,000
    Maryland Volunteer Lawyers for the Arts
    120 West North Avenue Suite 305A
    Baltimore,MD21201
    N/A 501(c)(3) emergency response support to provide technical assistance and support to artists and arts organizations during the pandemic 10,000
    MEET International Inc
    177 Huntington Avenue Suite 1703
    43558
    Boston,MA02115
    N/A 501(c)(3) renewed support for programs that bring together Jewish and Arab teens to explore the world of technology and entrepreneurship 55,000
    Mental Health Association of Maryland Inc
    1301 York Road Suite 505
    Lutherville,MD210936008
    N/A 501(c)(3) support for the Older Adult Program 50,000
    Mission Investors Exchange
    107 Spring Street
    Seattle,WA981041005
    N/A 501(c)(3) general support through membership 3,000
    NAMI Maryland Inc
    10630 Little Patuxent Parkway Suite
    475
    Columbia,MD21044
    N/A 501(c)(3) general support 15,000
    NAMI Metropolitan Baltimore Inc
    6600 York Road Suite 204
    Baltimore,MD212122024
    N/A 501(c)(3) general support 25,000
    NAMI Metropolitan Baltimore Inc
    6600 York Road Suite 204
    Baltimore,MD212122024
    N/A 501(c)(3) emergency support in response to the COVID-19 pandemic 15,000
    National Caucus of Environmental Legislators
    1100 H Street NW Suite 600
    Washington,DC200055492
    N/A 501(c)(3) general support 50,000
    National Center for Family Philanthropy
    1667 K Street NW Suite 550
    Washington,DC20006
    N/A 501(c)(3) general support through the Friends of the Family program 2,500
    National Health Law Program
    3701 Wilshire Boulevard Suite 750
    Los Angeles,CA90010
    N/A 501(c)(3) support for efforts to secure and protect equitable access to public health care programs for low-income people 85,000
    National Women's Health Network
    1413 K Street NW 4th Floor
    Washington,DC20005
    N/A 501(c)(3) support for the "Raising Women's Voices for the Health Care We Need" project 35,000
    New Georgia Project Incorporated
    830 Glenwood Avenue SE Suite
    510-221
    Atlanta,GA30316
    N/A 501(c)(3) matching gift 500
    New Israel Fund
    PO Box 177
    Lewiston,ME042430177
    N/A 501(c)(3) renewed support for Bimkom for activities in the Negev 125,000
    New Israel Fund
    PO Box 177
    Lewiston,ME042430177
    N/A 501(c)(3) renewed support for the Hotline for Refugees and Migrants 25,000
    New Israel Fund
    PO Box 177
    Lewiston,ME042430177
    N/A 501(c)(3) COVID-19 Emergency Response for the Israel Center for Educational Innovation 10,000
    New Israel Fund
    PO Box 177
    Lewiston,ME042430177
    N/A 501(c)(3) COVID-19 Emergency Response for the Hotline for Refugees and Migrants 10,000
    New Israel Fund
    PO Box 177
    Lewiston,ME042430177
    N/A 501(c)(3) renewed support for Tevel B'Tzedek 25,000
    New Israel Fund
    PO Box 177
    Lewiston,ME042430177
    N/A 501(c)(3) renewed general support for Green Course 50,000
    New Israel Fund
    PO Box 177
    Lewiston,ME042430177
    N/A 501(c)(3) support for Siraj-Advancing Hi-Tech in the Bedouin Community to prepare young Bedouins in the Negev for careers in the hi-tech sector 50,000
    New Israel Fund
    PO Box 177
    Lewiston,ME042430177
    N/A 501(c)(3) renewed general support for Hagar: Jewish-Arab Education for Equality 15,000
    New Israel Fund
    PO Box 177
    Lewiston,ME042430177
    N/A 501(c)(3) renewed support for the Center for Women's Justice 25,000
    New Israel Fund
    PO Box 177
    Lewiston,ME042430177
    N/A 501(c)(3) renewed support for the Israel Religious Action Center 75,000
    New Israel Fund
    PO Box 177
    Lewiston,ME042430177
    N/A 501(c)(3) renewed general support for the Ahed Bedouin High School for Science 50,000
    New Israel Fund
    PO Box 177
    Lewiston,ME042430177
    N/A 501(c)(3) COVID-19 emergency response for Hagar: Jewish-Arab Education for Equality 25,000
    New Israel Fund
    PO Box 177
    Lewiston,ME042430177
    N/A 501(c)(3) renewed support for Shatil's activities in the Negev 100,000
    New Israel Fund
    PO Box 177
    Lewiston,ME042430177
    N/A 501(c)(3) renewed support for the Israel Center for Educational Innovation to work to promote literacy in Israeli elementary schools 60,000
    New Israel Fund
    PO Box 177
    Lewiston,ME042430177
    N/A 501(c)(3) support for the Tamar Center for educational programs that help Bedouin high school youth to access higher education 45,000
    New Leaders
    30 West 26th Street 10th Floor
    New York,NY10010
    N/A 501(c)(3) support for New Leaders-Baltimore 35,000
    Newton-Wellesley Hospital
    2014 Washington Street
    Newton,MA024621607
    N/A 501(c)(3) matching gift 200
    Open Works
    1400 Greenmount Avenue
    Baltimore,MD21202
    N/A 501(c)(3) emergency response support for the development of personal protective equipment during the pandemic 10,000
    PEF Israel Endowment Funds Inc
    630 Third Avenue 15th Floor
    New York,NY10017
    N/A 501(c)(3) COVID-19 emergency support for Sapir Academic College for financial assistance to low-income students 25,000
    PEF Israel Endowment Funds Inc
    630 Third Avenue 15th Floor
    New York,NY10017
    N/A 501(c)(3) COVID-19 emergency support for the Haifa Women's Crisis Shelter for the Coalition of Domestic Violence Shelters 10,000
    PEF Israel Endowment Funds Inc
    630 Third Avenue 15th Floor
    New York,NY10017
    N/A 501(c)(3) general support for El Yanabia 75,000
    PEF Israel Endowment Funds Inc
    630 Third Avenue 15th Floor
    New York,NY10017
    N/A 501(c)(3) emergency response support for AJEEC-NISPED for COVID relief in the Negev Bedouin community 25,000
    PEF Israel Endowment Funds Inc
    630 Third Avenue 15th Floor
    New York,NY10017
    N/A 501(c)(3) renewed general support for AJEEC-NISPED to promote development in the Bedouin community and positive intergroup relations in the Negev 100,000
    PEF Israel Endowment Funds Inc
    630 Third Avenue 15th Floor
    New York,NY10017
    N/A 501(c)(3) renewed general support for Olim Beyahad for programs that promote workforce integration and leadership development for Ethiopian Israelis 30,000
    PEF Israel Endowment Funds Inc
    630 Third Avenue 15th Floor
    New York,NY10017
    N/A 501(c)(3) supportfor Sikkuy to improve access to early childhood education and public transportation in unrecognized and newly recognized Bedouin villages in the Negev 75,000
    PEF Israel Endowment Funds Inc
    630 Third Avenue 15th Floor
    New York,NY10017
    N/A 501(c)(3) support for Merchavim for the Arab Teacher Integration in Jewish Schools Program 50,000
    PEF Israel Endowment Funds Inc
    630 Third Avenue 15th Floor
    New York,NY10017
    N/A 501(c)(3) renewed general support for Desert Stars 75,000
    PEF Israel Endowment Funds Inc
    630 Third Avenue 15th Floor
    New York,NY10017
    N/A 501(c)(3) COVID-19 emergency response for Bizchut, the Israel Human Rights Center for People with Disabilities 10,000
    PEF Israel Endowment Funds Inc
    630 Third Avenue 15th Floor
    New York,NY10017
    N/A 501(c)(3) support for the Edmond de Rothschild Partnerships for Israeli Hope in Academia, a diversity initiative for Israeli higher education 50,000
    PEF Israel Endowment Funds Inc
    630 Third Avenue 15th Floor
    New York,NY10017
    N/A 501(c)(3) support for the Sapir Academic College for the Gateway to the Academy Program for Bedouin students 75,000
    PEF Israel Endowment Funds Inc
    630 Third Avenue 15th Floor
    New York,NY10017
    N/A 501(c)(3) renewed support for Yad L'isha Legal Aid Center and Hotline 40,000
    Pace University Elisabeth Haub School Law
    PO Box 419268
    Boston,MA022419268
    N/A 501(c)(3) matching gift 2,000
    Palestinian Internship Program
    c/o Yadin Kaufmann145 West 67th
    Street
    New York,NY10023
    N/A 501(c)(3) renewed general support to bring Palestinians from East Jerusalem and the West Bank to intern in Israeli companies 25,000
    Poplar Spring Animal Sanctuary Inc
    PO Box 507
    Poolesville,MD208370507
    N/A 501(c)(3) matching gift 100
    The Pro Bono Counseling Project Inc
    5900 Metro Drive
    Baltimore,MD21215
    N/A 501(c)(3) general support 50,000
    Pro Publica Inc
    155 Avenue of the Americas 13th
    Floor
    New York,NY10013
    N/A 501(c)(3) matching gift 200
    Public Justice Center
    1 North Charles Street Suite 200
    Baltimore,MD21201
    N/A 501(c)(3) support for the Access to Health and Public Benefits Project 70,000
    Religious Action Center of Reform Judaism
    2027 Massachusetts Avenue NW
    Washington,DC20036
    N/A 501(c)(3) renewed general support 70,000
    Repair the World
    1460 Broadway
    New York,NY10036
    N/A 501(c)(3) support for activities in Baltimore 75,000
    Restorative Response Baltimore
    1500 Union Avenue Suite 2700
    Baltimore,MD212111989
    N/A 501(c)(3) support to train Baltimore City school staff in restorative practices and to offer the community conferencing model as an intervention 50,000
    Roca Inc
    101 Park Street
    Chelsea,MA021502771
    N/A 501(c)(3) support for Roca Baltimore 75,000
    Sierra Club Foundation
    2101 Webster Street Suite 1250
    Oakland,CA94612
    N/A 501(c)(3) general support for the Maryland chapter 30,000
    Single Carrot Theatre
    3001 Old York Road
    Baltimore,MD21218
    N/A 501(c)(3) general support 15,000
    Social Finance Israel
    17 Eliezer Kaplan Sixth FloorTel
    Aviv
    Tel Aviv   6473418
    IS
    N/A 501(c)(3) COVID-19 Emergency Response 10,000
    Social Good Fund
    PO Box 5473
    Richmond,CA94805
    N/A 501(c)(3) general support for Dayenu: A Jewish Call to Climate Action 50,000
    Tahirih Justice Center
    6400 Arlington Boulevard Suite 400
    Falls Church,VA22042
    N/A 501(c)(3) renewed general support 60,000
    Teach For America Inc
    Baltimore Office2601 North Howard
    Street Suite 300
    Baltimore,MD21218
    N/A 501(c)(3) general support for the Baltimore program 50,000
    The Tides Center
    PO Box 29907
    San Francisco,CA94129
    N/A 501(c)(3) general support for the Jews of Color Initiative 50,000
    Tivnu Building Justice
    7971 SE 11th Avenue
    Portland,OR97202
    N/A 501(c)(3) renewed support for a gap year program in community housing and development for Jewish young adults 25,000
    TNTP
    500 7th Avenue 8th Floor
    New York,NY100184502
    N/A 501(c)(3) support for the Baltimore City Teaching Residency 50,000
    Toxic Free Future
    4649 Sunnyside Avenue N 540
    Seattle,WA981036963
    N/A 501(c)(3) support for the Safer Chemicals, Healthy Families campaign 50,000
    Toxic Free Future
    4649 Sunnyside Avenue N 540
    Seattle,WA981036963
    N/A 501(c)(3) general support for Safer States 30,000
    University of California
    Hastings College of Law200
    McAllister Street
    San Francisco,CA941024978
    N/A 501(c)(3) renewed support for CGRS' advocacy, litigation, research and educational programs to protect the rights of refugee women and children 25,000
    University of Maryland St Joseph Medical Center Foundation
    7601 Osler Drive
    Towson,MD212047582
    N/A 501(c)(3) support for the St. Clare Medical Outreach Program 30,000
    University Of Massachusetts Foundation
    1 Beacon Street 31st Floor
    Boston,MA021083107
    N/A 501(c)(3) general support for the Lowell Center for Sustainable Production 60,000
    Urban Teachers
    1800 Washington Boulevard Suite 411
    Baltimore,MD21230
    N/A 501(c)(3) support for the teacher training and certification program in Baltimore City 65,000
    Vassar College
    Box 12124 Raymond Avenue
    Poughkeepsie,NY126040725
    N/A 501(c)(3) matching gift 400
    Virginia Organizing
    703 Concord Avenue
    Charlottesville,VA229035208
    N/A 501(c)(3) general support for the Health and Environmental Funders Network 1,875
    We The Protesters Inc
    10 Liberty Street Apt 38D
    New York,NY100051554
    N/A 501(c)(3) matching gift for Campaign Zero 200
    Wide Angle Youth Media Inc
    2601 North Howard Street Suite 160
    Baltimore,MD212184964
    N/A 501(c)(3) matching gift 200
    Wide Angle Youth Media Inc
    2601 North Howard Street Suite 160
    Baltimore,MD212184964
    N/A 501(c)(3) matching gift 200
    WITNESS
    80 Hanson Place 5th Floor
    Brooklyn,NY11217
    N/A 501(c)(3) COVID-19 Emergency Response 7,500
    WITNESS
    80 Hanson Place 5th Floor
    Brooklyn,NY11217
    N/A 501(c)(3) renewed general support 35,000
    Women's Voices For The Earth
    PO Box 8743
    Missoula,MT59807
    N/A 501(c)(3) general support 25,000
    The Working World
    116 Nassau Street Suite 513
    New York,NY100382402
    N/A 501(c)(3) matching gift 200
    World Central Kitchen
    1342 Florida Avenue NW
    Washington,DC20009
    N/A 501(c)(3) emergency response support for food distribution in Baltimore 25,000
    World Union for Progressive Judaism Ltd
    633 Third Avenue
    New York,NY100176778
    N/A 501(c)(3) renewed support for the young leadership development program in the FSU 110,000
    Young Audiences of Maryland Inc
    2600 North Howard Street Suite 1300
    Baltimore,MD212184888
    N/A 501(c)(3) matching gift 1,000
    Young Audiences of Maryland Inc
    2600 North Howard Street Suite 1300
    Baltimore,MD212184888
    N/A 501(c)(3) general support for programming in Baltimore City and for the Access for All program 60,000
    Young Audiences of Maryland Inc
    2600 North Howard Street Suite 1300
    Baltimore,MD212184888
    N/A 501(c)(3) matching gift 1,000
    Your Public Radio Corporation
    2216 North Charles Street
    Baltimore,MD21218
    N/A 501(c)(3) matching gift 300
    Total .................................bullet 3a 8,506,820
    bApproved for future payment
    Total .................................bullet 3b 0
    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 ...........
        14 195  
    4 Dividends and interest from securities....     14 1,843,688  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 9,925,980  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aAberdeen (FLAG) International Partners II LP
    900000 0 18 -10,160  
    bAberdeen (FLAG) International Partners LP 900000 -12 18 -3,937  
    cAberdeen (FLAG) Private Equity III LP 900000 2,301 18 -6,639  
    dAberdeen (FLAG) Private Equity IV LP 900000 1,666 18 -10,720  
    eAberdeen (FLAG) Venture Partners VI LP 900000 -10 18 -2,913  
    fArtisan Sustainable Emerging Markets 900000 0 18 2,435  
    gBoulder Ventures IV Annex 900000 0 18 -135  
    hCatalio (Camden Partners) Nexus Fund, L.P. 900000 0 18 -8,288  
    iCatalio (Camden Partners) Nexus Fund, L.P. II 900000 0 18 -4,654  
    jCommonfund International Partners VI 900000 2,137 18 -6,065  
    kCommonfund Private Equity Partners V 900000 -395 18 -2,551  
    lCommonfund Private Equity Partners VII 900000 13,709 18 -20,313  
    mCommonfund Venture Partners VI 900000 193 18 20,713  
    nEcosystem Investment Partners IV 900000 0 18 -13,869  
    oGatewood Capital Opportunity Fund L.P. 900000 0 18 -13,769  
    pIndustry Venture Partners VII LP 900000 154 18 -6,950  
    qIndustry Venture Partners VIII LP 900000 1,359 18 59,559  
    rNeuberger Berman Income Plus Fund 900000 80,741 18 149,677  
    sNew Mountain Partners V (AIV-A2), LP 900000 0 18 -34  
    tNew Mountain Partners V, LP 900000 0 18 -15,696  
    12 Subtotal. Add columns (b), (d), and (e).. 122,568 5,507,885 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    5,630,453
    (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
    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 Jacob and Hilda Blaustein
    Foundation Inc
    Employer identification number

    52-6038382
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    The Jacob and Hilda Blaustein
    Foundation Inc
    Employer identification number
    52-6038382
    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
    American Trading & Production
     
    One South Street 2800
     
    Baltimore, MD21202

    $ 1,553,589


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
    Elizabeth B Roswell
    c/o AFS One South St Ste 2950
     
    Baltimore, MD21202

    $ 100,000


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

    52-6038382
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    1
    40,160 Shs BP Stock, FMV $1,553,589.60 $ 1,553,589 2020-01-10
    (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 Jacob and Hilda Blaustein
    Foundation Inc
    Employer identification number

    52-6038382
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    The Jacob and Hilda Blaustein
     
    Foundation Inc
    EIN:
    52-6038382
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Atapco Financial Services 139,500 69,750   69,750

    TY 2020 InvestmentsOtherSchedule2
    Name:
    The Jacob and Hilda Blaustein
     
    Foundation Inc
    EIN:
    52-6038382
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ASF VI LP AT COST 0 133,855
    BMO Pryford Int' Stock AT COST 6,465,166 7,090,532
    Boulder Ventures IV AT COST 35,528 125,269
    Catalio Nexus I (FKA Camden Partners Exelixis) AT COST 209,499 257,548
    Catalio (FKA Camden Partners) Nexus Fund II AT COST 69,014 71,101
    Cohen and Steers Realty AT COST 2,706,113 3,020,196
    Commonfund Int'l VI AT COST 160,690 176,643
    Commonfund PE V AT COST 82,982 6,301
    Commonfund PE VII AT COST 436,666 469,274
    Commonfund Venture VI AT COST 102,336 113,539
    PB Strategic Partners IV (FKA CS Strategies IV) AT COST 121,348 71,990
    Strategic Partners III (FKA CSFB III) AT COST 75,726 3,333
    Ecosystem Investment Partners IV AT COST 84,467 87,000
    First Eagle Global AT COST 5,058,105 8,225,604
    Flag International AT COST 183,117 257,174
    Flag International II AT COST 369,958 683,883
    Flag Private Equity III AT COST 97,696 110,172
    Flag Private Equity IV AT COST 278,320 482,674
    Flag Ventures VI AT COST 190,770 277,618
    Gatewood Capital Opp Fund AT COST 128,163 188,408
    Industry Ventures Sec Fd VIII AT COST 738,516 1,175,669
    Industry Ventures Secondary Fd VII AT COST 358,400 609,955
    Ironwood International AT COST 2,425,631 5,722,960
    JPMorgan Riverbridge AT COST 2,949,501 5,042,444
    Lazard GL List Infrastr Inst AT COST 3,200,689 2,974,585
    Neuberger Berman Income Plus AT COST 95,110 93,622
    New Mountain Partners V AT COST 714,363 898,503
    Oaktree RE Ops Fund V AT COST 160,680 141,990
    OCM European Principles II AT COST 221,936 9,207
    Pointer Offshore AT COST 3,550,000 8,879,442
    Rockefeller Global (45%) AT COST 4,501,572 6,706,583
    Rockefeller Global (55%) AT COST 5,501,925 8,196,936
    Russell 1000 Growth AT COST 11,718,498 15,146,625
    Russell 1000 Value AT COST 14,892,622 15,367,420
    Sigular Guff III AT COST 153,675 344,866
    Sigular Guff IV AT COST 321,437 325,684
    SJF Ventures IV AT COST 741,775 923,229
    Southpoint Qualified Offshore Fund AT COST 2,500,000 3,772,138
    Spur Ventures III AT COST 587,245 1,492,998
    Spur Ventures IV AT COST 825,309 1,688,037
    Spur Ventures V AT COST 691,318 902,927
    Spur Ventures VI AT COST 171,007 188,270
    State of Israel 2Y Jubilee due 7/1/2021 AT COST 100,000 100,000
    The Rise FOF AT COST 327,999 407,290
    TIAA-CREF Social Choice Bond Fund AT COST 8,965,029 9,188,570
    Vista Equity Partners Fund VII AT COST 458,451 500,618
    Voya Securitized Credit Fund AT COST 5,424,835 5,113,756
    Wellington International Quality Growth AT COST 8,837,289 8,838,974
    William Blair Small Cap (FKA ICM Small Company) AT COST 3,631,001 4,362,614
    RBC Emerging Markets Equity AT COST 4,319,280 5,147,636
    Coller, Inc AT COST 0 30,604
    Lexington Capital Partners VII AT COST 0 182,573
    RCP VII Feeder AT COST 0 1,176,922
    AXA Secondary Fund V AT COST 0 8,580
    Artisan Emerging Markets AT COST 4,629,758 5,019,388
    SJF Ventures V AT COST 73,329 75,000

    TY 2020 OtherAssetsSchedule
    Name:
    The Jacob and Hilda Blaustein
     
    Foundation Inc
    EIN:
    52-6038382
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Tzedec (The Shefa Fd) - PRI 450,000 450,000 450,000
    Koret Israel Eco Dev - PRI 300,000 300,000 300,000
    HealthCare Without Harm - Greenhealth - PRI 100,000 100,000 100,000
    Social Finance Israel - Project in Rahat - PRI 25,940 73,482 73,482


    TY 2020 OtherDecreasesSchedule
    Name:
    The Jacob and Hilda Blaustein
     
    Foundation Inc
    EIN:
    52-6038382
    Description Amount
    Tax/Cost basis difference in BP stock sale 1,548,380
    Tax/Cost basis difference Neuberger Berman 1,821,792
    Tax/Cost basis difference OCM Mezzanine Fund 725


    TY 2020 OtherExpensesSchedule
    Name:
    The Jacob and Hilda Blaustein
     
    Foundation Inc
    EIN:
    52-6038382
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Bank charges 28 0   28
    Dues & Subscriptions 536 0   536
    Equipment Maintenance 535 0   535
    Supplies 569 0   569
    Telephone 1,747 0   1,747
    Miscellaneous 208 0   208
    Equipment 6,934 0   6,934
    Reimbursement Expenses 11,658 0   11,658
    Postage & Shipping 1,084 0   1,084
    Software 628 0   628
    Website 290 0   290
    Miscellaneous Investment Fees 2,068 2,068   0


    TY 2020 OtherIncomeSchedule2
    Name:
    The Jacob and Hilda Blaustein
     
    Foundation Inc
    EIN:
    52-6038382
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Aberdeen (FLAG) International Partners II LP -10,160 -10,160 -10,160
    Aberdeen (FLAG) International Partners LP -3,949 -3,937 -3,949
    Aberdeen (FLAG) Private Equity III LP -4,338 -6,639 -4,338
    Aberdeen (FLAG) Private Equity IV LP -9,054 -10,720 -9,054
    Aberdeen (FLAG) Venture Partners VI LP -2,923 -2,913 -2,923
    Artisan Sustainable Emerging Markets 2,435 2,435 2,435
    Boulder Ventures IV Annex -135 -135 -135
    Catalio (Camden Partners) Nexus Fund, L.P. -8,288 -8,288 -8,288
    Catalio (Camden Partners) Nexus Fund, L.P. II -4,654 -4,654 -4,654
    Commonfund International Partners VI -3,928 -6,065 -3,928
    Commonfund Private Equity Partners V -2,946 -2,551 -2,946
    Commonfund Private Equity Partners VII -6,604 -20,313 -6,604
    Commonfund Venture Partners VI 20,906 20,713 20,906
    Ecosystem Investment Partners IV -13,869 -13,869 -13,869
    Gatewood Capital Opportunity Fund L.P. -13,769 -13,769 -13,769
    Industry Venture Partners VII LP -6,796 -6,950 -6,796
    Industry Venture Partners VIII LP 60,918 59,559 60,918
    Neuberger Berman Income Plus Fund 230,418 149,677 230,418
    New Mountain Partners V (AIV-A2), LP -34 -34 -34
    New Mountain Partners V, LP -15,696 -15,696 -15,696
    New Mountain VI -4,726 -4,655 -4,726
    New Mountain VI Aggregator -1 -1 -1
    Oaktree Real Estate Opportunities Fund V 32,613 12,313 32,613
    OCM European Principal Opportunities Fd II -259 -259 -259
    OCM Mezzanine Fund II -108 -108 -108
    Rockefeller Global Equity Fund I -158,332 -158,332 -158,332
    Russell 1000 Growth Fund B 2,767 2,767 2,767
    Russell 1000 Value Fund B 2,423 2,423 2,423
    Siguler Guff Distressed Opportunities Fd III -4,570 -4,606 -4,570
    Siguler Guff Distressed Opportunities Fd IV -3,523 -3,566 -3,523
    SJF Ventures IV, LP -23,289 -23,289 -23,289
    SJF Ventures V, LP -1,671 -1,671 -1,671
    Spur Ventures III 3,579 3,579 3,579
    Spur Ventures IV -28,560 -28,560 -28,560
    Spur Ventures V -27,485 -27,489 -27,485
    Spur Ventures VI -17,882 -17,882 -17,882
    Strategic Partners III, LP 19 12 19
    Strategic Partners PB Feeder Fund IV -438 -714 -438
    The Rise Fund FOF, LP -16,140 -16,270 -16,140
    The Rise Fund II -15,766 -15,766 -15,766
    Vista Equity Partners Fund VII -15,631 -15,631 -15,631
    Wellington - CTF Intl Quality Growth -6,188 -6,188 -6,188
    Book to Tax Adjustment -6,092,286   -6,092,286
    Refunded Grant Payment 28,510   28,510


    TY 2020 OtherLiabilitiesSchedule
    Name:
    The Jacob and Hilda Blaustein
     
    Foundation Inc
    EIN:
    52-6038382
    Description Beginning of Year - Book Value End of Year - Book Value
    New Mountain Partners VI - Losses Taken using Debt Basis 0 4,727
    The Rise Fund II - Losses Taken using Debt Basis 0 15,770


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    The Jacob and Hilda Blaustein
     
    Foundation Inc
    EIN:
    52-6038382
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    JPMorgan 41,918 41,918   0
    Russell Funds 25,147 25,147   0
    Wellington 52,048 52,048   0
    Mercer 124,370 124,370   0


    TY 2020 TaxesSchedule
    Name:
    The Jacob and Hilda Blaustein
     
    Foundation Inc
    EIN:
    52-6038382
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Foreign Tax 94,777 94,777   0
    Federal/State Taxes Withheld on NII 252 252   0
    Excise tax 50,015 0   0