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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
The Morton K and Jane Blaustein
Foundation Inc
Number and street (or P.O. box number if mail is not delivered to street address)AFS One South Street 2950
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Baltimore, MD21202
A Employer identification number

52-1607300
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$70,414,359J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 125,000
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,037,143 1,037,143  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 6,565,258
b Gross sales price for all assets on line 6a 14,925,144
7 Capital gain net income (from Part IV, line 2)... 6,565,258
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment -226,147 -183,225  
12 Total. Add lines 1 through 11........ 7,501,254 7,419,176  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 220,780 0   220,780
15 Pension plans, employee benefits....... 59,059 0   59,059
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 70,000 28,000   42,000
c Other professional fees (attach schedule).... Click to see attachment 150,812 150,812   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 89,021 39,021   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 31,503 0   31,503
21 Travel, conferences, and meetings....... 200 0   200
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 41,470 3,721   37,749
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 662,845 221,554   391,291
25 Contributions, gifts, grants paid....... 3,786,600 3,786,600
26 Total expenses and disbursements. Add lines 24 and 25 4,449,445 221,554   4,177,891
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,051,809
b Net investment income (if negative, enter -0-) 7,197,622
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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......... 3,667,989 1,136,041 1,136,041
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).......... 48,061,986 Click to see attachment53,372,537 69,123,108
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment18 Click to see attachment155,210 Click to see attachment155,210
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 51,729,993 54,663,788 70,414,359
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 92,500  
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment4,727 Click to see attachment0
23 Total liabilities (add lines 17 through 22)......... 97,227 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 51,632,766 54,663,788
29 Total net assets or fund balances (see instructions)..... 51,632,766 54,663,788
30 Total liabilities and net assets/fund balances (see instructions). 51,729,993 54,663,788
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
51,632,766
2
Enter amount from Part I, line 27a .....................
2
3,051,809
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
54,684,575
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
20,787
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
54,663,788
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Aberdeen (FLAG) International Partners II LP P 2020-01-01 2021-12-31
b Aberdeen (FLAG) International Partners LP P 2020-01-01 2021-12-31
c Aberdeen (FLAG) International Partners LP P 2021-01-01 2021-12-31
d Aberdeen (FLAG) Private Equity III LP P 2020-01-01 2021-12-31
e Aberdeen (FLAG) Private Equity III LP P 2021-01-01 2021-12-31
Aberdeen (FLAG) Private Equity IV LP P 2021-01-01 2021-12-31
Aberdeen (FLAG) Private Equity IV LP P 2020-01-01 2021-12-31
Aberdeen (FLAG) Venture Partners VI LP P 2020-01-01 2021-12-31
Aberdeen (FLAG) Venture Partners VI LP P 2020-01-01 2021-12-31
Artisan Sustainable Emerging Markets Fund P 2020-01-01 2021-12-31
Artisan Sustainable Emerging Markets Fund P 2020-01-01 2021-12-31
ASF VI - Distribution in excess of basis P 2020-01-01 2021-12-31
BGI Equity Index P 2020-01-01 2021-12-31
BGI Equity Index P 2021-01-01 2021-12-31
Boston Partners International Equity P 2020-01-01 2021-12-31
Boston Partners International Equity P 2021-01-01 2021-12-31
Coller Int'l - Distribution in excess of basis P 2020-01-01 2021-12-31
Commonfund International Partners VI P 2020-01-01 2021-12-31
Commonfund Private Equity Partners V P 2020-01-01 2021-12-31
Commonfund Private Equity Partners VII P 2020-01-01 2021-12-31
Commonfund Private Equity Partners VII P 2020-01-01 2021-12-31
Commonfund Venture Partners VI P 2021-01-01 2021-12-31
Commonfund Venture Partners VI P 2020-01-01 2021-12-31
Commonfund Venture Partners VIII P 2020-01-01 2021-12-31
Commonfund Venture Partners VIII P 2021-01-01 2021-12-31
Ecosystem Investment Partners IV P 2020-01-01 2021-12-31
Ecosystem Investment Partners IV P 2020-01-01 2021-12-31
K5 Private Investors P 2020-01-01 2021-12-31
Neuberger Berman Income Plus Fund* P 2020-01-01 2021-12-31
Neuberger Berman Income Plus Fund* P 2020-01-01 2021-12-31
New Mountain VI P 2021-01-01 2021-12-31
New Mountain VI Aggregator P 2020-01-01 2021-12-31
Oaktree Opportunities Fund X AIF (Cayman) P 2020-01-01 2021-12-31
Oaktree Opportunities Fund X AIF (Delaware) P 2020-01-01 2021-12-31
Oaktree Opportunities Fund X, LP P 2020-01-01 2021-12-31
Oaktree Opportunities Fund X, LP P 2020-01-01 2021-12-31
Oaktree Opportunities Fund XB AIF (Cayman) P 2020-01-01 2021-12-31
Oaktree Opportunities Fund XB AIF (Cayman) P 2021-01-01 2021-12-31
Oaktree Opportunities Fund XB AIF (Delaware) P 2020-01-01 2021-12-31
Oaktree Opportunities Fund XB, LP P 2020-01-01 2021-12-31
Oaktree Opportunities Fund XB, LP P 2021-01-01 2021-12-31
Oaktree Real Estate Opportunities Fund V P 2020-01-01 2021-12-31
Publicly traded securities      
Siguler Guff Distressed Opportunities Fd III P 2020-01-01 2021-12-31
Siguler Guff Distressed Opportunities Fd III P 2020-01-01 2021-12-31
SJF Ventures V, LP P 2020-01-01 2021-12-31
Spur Ventures III P 2021-01-01 2021-12-31
Spur Ventures III P 2020-01-01 2021-12-31
Spur Ventures VI P 2020-01-01 2021-12-31
Spur Ventures VI P 2021-01-01 2021-12-31
Commonfund Private Equity Partners V P 2020-01-01 2021-12-31
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 104,291     104,291
b 106,496     106,496
c 3     3
d 12,421     12,421
e 9     9
493     493
121,761     121,761
    267 -267
120,041     120,041
    68,476 -68,476
    8,520 -8,520
58,057     58,057
2,205,286     2,205,286
16,099     16,099
27,666     27,666
84,197     84,197
4,099     4,099
23,397     23,397
    20,340 -20,340
    423 -423
33,039     33,039
39     39
    3,705 -3,705
149,962     149,962
104     104
    2,343 -2,343
380     380
      0
    2,818 -2,818
      0
233     233
      0
19,536     19,536
66     66
    2,045 -2,045
30,694     30,694
    623 -623
2,377     2,377
      0
20,112     20,112
19,515     19,515
    1,039 -1,039
10,558,978   8,239,062 2,319,916
    14 -14
37,088     37,088
      0
799     799
629,957     629,957
13,116     13,116
1,975     1,975
    10,211 -10,211
522,858     522,858
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       104,291
b       106,496
c       3
d       12,421
e       9
      493
      121,761
      -267
      120,041
      -68,476
      -8,520
      58,057
      2,205,286
      16,099
      27,666
      84,197
      4,099
      23,397
      -20,340
      -423
      33,039
      39
      -3,705
      149,962
      104
      -2,343
      380
      0
      -2,818
      0
      233
      0
      19,536
      66
      -2,045
      30,694
      -623
      2,377
      0
      20,112
      19,515
      -1,039
      2,319,916
      -14
      37,088
      0
      799
      629,957
      13,116
      1,975
      -10,211
      522,858
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 6,565,258
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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........................... 3 100,047
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- ..... 5 100,047
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 67,133
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 65,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 132,133
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 32,086
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet32,086 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletwww.blaufund.org
    14
    The books are in care ofbulletJennifer L Bove CPA Telephone no.bullet (410) 347-7205

    Located atbulletAFS One South Street Ste 2950BaltimoreMD ZIP+4bullet21202
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
     
     
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    Jeanne P Blaustein Trustee & President
    0.00     		0 0 0
    One South Street Ste 2950
    Baltimore,MD21202
    Susan Blaustein Trustee & Vice President
    0.00     		0 0 0
    One South Street Ste 2950
    Baltimore,MD21202
    Alan Berlow Trustee & Vice President
    0.00     		0 0 0
    One South Street Ste 2950
    Baltimore,MD21202
    Peter Bokor Trustee & Vice President
    0.00     		0 0 0
    One South Street Ste 2950
    Baltimore,MD21202
    Betsy Ringel Secretary
    0.00     		0 0 0
    One South Street Ste 2950
    Baltimore,MD21202
    Anne A Patterson Assistant Secretary
    0.00     		0 0 0
    One South Street Ste 2950
    Baltimore,MD21202
    Stephen J Bass Assistant Secretary
    0.00     		0 0 0
    One South Street Ste 2950
    Baltimore,MD21202
    Jill R Robinson Assistant Secretary
    0.00     		0 0 0
    One South Street Ste 2950
    Baltimore,MD21202
    Jennifer L Bove Treasurer
    0.00     		0 0 0
    One South Street Ste 2950
    Baltimore,MD21202
    Sandra L Glock Assistant Treasurer
    0.00     		0 0 0
    One South Street Ste 2950
    Baltimore,MD21202
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    Tanya Herbick Prog. Officer
    40.00     		136,321 45,715 0
    One South Street Suite 2900
    Baltimore,MD21202
    Betsy Ringel Exec. Director
    7.01     		42,721 10,523 0
    One South Street Suite 2900
    Baltimore,MD21202
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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
    Mercer Investment Mgmt 108,603
    99 High Street
    Boston,MA02110
    Atapco Financial Services Inc Acct, Tax & Invest. 70,000
    One South Street Suite 2950
    Baltimore,MD21202
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-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 VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    65,007,296
    b
    Average of monthly cash balances.......................
    1b
    3,105,936
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    68,113,232
    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
    68,113,232
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,021,698
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    67,091,534
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    3,354,577
    Part X
    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 IX, line 6..................
    1
    3,354,577
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    100,047
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    100,047
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,254,530
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    3,254,530
    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 XII, line 1 ...
    7
    3,254,530
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 3,254,530
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 504,146
    b From 2017...... 636,511
    c From 2018...... 843,142
    d From 2019...... 502,830
    e From 2020...... 3,855,732
    f Total of lines 3a through e ........ 6,342,361
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 4,177,891
    a Applied to 2020, 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 2021 distributable amount..... 3,254,530
    e Remaining amount distributed out of corpus 923,361
    5 Excess distributions carryover applied to 2021. 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 7,265,722
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		504,146
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		6,761,576
    10 Analysis of line 9:
    a Excess from 2017.... 636,511
    b Excess from 2018.... 843,142
    c Excess from 2019.... 502,830
    d Excess from 2020.... 3,855,732
    e Excess from 2021.... 923,361
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    Jeanne P Blaustein President CO Ms
    BPG One South Street Ste 2900
    Baltimore,MD212023334
    (410) 347-7201
    bThe form in which applications should be submitted and information and materials they should include:
    Letter
    cAny submission deadlines:
    None
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    This organization does not make gifts or grants to individuals.
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    ALIGN The Alliance for a Greater New York
    50 Broadway 29th FloorNew York NY
    10004
    New York,NY10004     		N/A 501(c)(3) renewed general support 60,000
    Alliance for Justice
    Eleven Dupont Circle NW Suite
    500Washington DC 20036
    Washington,DC20036     		N/A 501(c)(3) renewed general operating support for justice programs and as an advocacy resource 50,000
    American Civil Liberties Union Foundation
    125 Broad Street 18th FloorNew York
    NY 10004-2400
    New York,NY100042400     		N/A 501(c)(3) renewed support for the Voting Rights Project 150,000
    American Civil Liberties Union Foundation
    125 Broad Street 18th FloorNew York
    NY 10004-2400
    New York,NY100042400     		N/A 501(c)(3) renewed support for the Immigrants Rights Project 75,000
    Auburn Seminary
    475 Riverside Drive Suite 1800New
    York NY 10115-0002
    New York,NY101150002     		N/A 501(c)(3) renewed general support for leadership development for faith-rooted justice leaders 50,000
    Ayuda
    1990 K Street NW Suite 500Washingto
    DC 20006
    Washington,DC20006     		N/A 501(c)(3) general support 50,000
    Bend the Arc A Jewish Partnership for Justice
    330 Seventh Avenue 19th FloorNew
    York NY 10001-5010
    New York,NY100015010     		N/A 501(c)(3) renewed general support to engage Jews in promoting opportunity and social justice for all Americans 50,000
    Bread for the City
    1525 Seventh Street NWWashington DC
    20001
    Washington,DC20001     		N/A 501(c)(3) general support 10,000
    The BrotherhoodSister Sol
    140 Hamilton PlaceNew York NY 10031
    New York,NY10031     		N/A 501(c)(3) general support 75,000
    Calvary Hospital
    1740 Eastchester RoadBronx NY 10461
    Bronx,NY10461     		N/A 501(c)(3) support for palliative care services for adult patients with advanced cancer and other life-limiting illnesses 10,000
    Capital Area Food Bank
    4900 Puerto Rico Avenue NEWashingto
    DC 20017
    Washington,DC20017     		N/A 501(c)(3) general support 17,000
    Capital Area Immigrants' Rights Coalition
    1612 K Street NW Suite 204Washingto
    DC 20006
    Washington,DC20006     		N/A 501(c)(3) renewed general support to provide legal assistance and advocacy for immigrants facing deportation 80,000
    Catholic Charities of Baltimore
    320 Cathedral StreetBaltimore MD
    21201-4421
    Baltimore,MD212014421     		N/A 501(c)(3) support for the Immigration Legal Services program at the Esperanza Center 60,000
    Chesapeake Climate Action Network
    6930 Carroll Avenue Suite 720Takoma
    Park MD 20912
    Takoma Park,MD20912     		N/A 501(c)(3) renewed general support for regional campaigns to promote clean energy 75,000
    Chesapeake Legal Alliance
    501 6th StreetAnnapolis MD 21403
    Annapolis,MD21403     		N/A 501(c)(3) general support 50,000
    Citizens Climate Education
    1330 Orange Avenue 309Coronado CA
    92118
    Coronado,CA92118     		N/A 501(c)(3) general support 75,000
    Climate Mobilization Project
    228 Park Avenue S PMB 87816New York
    NY 10003-1502
    New York,NY100031502     		N/A 501(c)(3) general support 30,000
    Climate XChange
    31 Saint James AvenueBoston MA
    02116
    Boston,MA02116     		N/A 501(c)(3) support to organize and advocate for carbon pricing in Maryland 60,000
    Comprehensive Youth Development
    240 Second AvenueNew York NY 10003
    New York,NY10003     		N/A 501(c)(3) renewed support for the Legal Information Clinic for immigrant and refugee students at the Manhattan Comprehensive Night & Day School and its high school network 35,000
    Disability Rights Maryland
    1500 Union Avenue Suite 2000Baltimo
    e MD 21211
    Baltimore,MD21211     		N/A 501(c)(3) renewed support to expand legal services and advocacy to the disproportionate number of students with disabilities involved in the school discipline process 75,000
    The Educational Alliance
    197 East BroadwayNew York NY
    10002-5507
    New York,NY100025507     		N/A 501(c)(3) renewed general support for the Manny Cantor Center 50,000
    Encounter Programs Inc
    c/o WeWork8 W 126th Street Floor
    3New York NY 10027
    New York,NY10027     		N/A 501(c)(3) renewed general support for programs that promote thoughtful conversation about the Israeli-Palestinian conflict 50,000
    Energy Justice Network
    1434 Elbridge StreetPhiladelphia PA
    19149-2739
    Philadelphia,PA191492739     		N/A 501(c)(3) renewed support for efforts to curb air pollution through organizing in Baltimore City 50,000
    Environmental Advocates NY
    353 Hamilton StreetAlbany NY 12210
    Albany,NY12210     		N/A 501(c)(3) support for the Safe Climate for All Campaign 50,000
    Environmental Grantmakers Association
    475 Riverside Drive Suite 960New
    York NY 10115-0066
    New York,NY101150066     		N/A 501(c)(3) general support through 2021 membership 5,240
    Feed More
    1415 Rhoadmiller StreetRichmond VA
    23220-1111
    Richmond,VA232201111     		N/A 501(c)(3) general support 16,000
    Florence Immigrant And Refugee Rights Project Inc
    PO Box 86299Tucson AZ 85754-6299
    Tucson,AZ857546299     		N/A 501(c)(3) renewed general support 75,000
    Freedom for Immigrants
    1322 Webster Street Suite 300Oaklan
    CA 94612
    Oakland,CA94612     		N/A 501(c)(3) general support to expand advocacy in Northeast states to push for changes in immigrant detention and enforcement policies 60,000
    The Fund for Investigative Journalism Inc
    1100 13th Street NW Suite 800Washin
    ton DC 20005
    Washington,DC20005     		N/A 501(c)(3) renewed general support for the organization's efforts to sustain investigative journalism 60,000
    Gilchrist Hospice Care
    11311 McCormick Road Suite 350Hunt
    Valley MD 21031
    Hunt Valley,MD21031     		N/A 501(c)(3) general support 10,000
    Global Warming Mitigation Project
    PO Box 7774Aspen CO 81612-7774
    Aspen,CO816127774     		N/A 501(c)(3) general support 10,000
    Grantmakers Concerned with Immigrants and Refugees
    P O Box 2178Petaluma CA 94953
    Petaluma,CA94953     		N/A 501(c)(3) general support through 2022 membership 2,500
    Immigrant Justice Corps
    17 Battery Place Suite 1234New York
    NY 10004-1207
    New York,NY100041207     		N/A 501(c)(3) support for the fund in memory of Judge Robert Katzmann 25,000
    Immigrant Justice Corps
    17 Battery Place Suite 1234New York
    NY 10004-1207
    New York,NY100041207     		N/A 501(c)(3) support to bring the Immigrant Law Fellowship Program to Maryland 75,000
    Immigrant Justice Corps
    17 Battery Place Suite 1234New York
    NY 10004-1207
    New York,NY100041207     		N/A 501(c)(3) support for two consecutive cohorts of three Jane Blaustein Justice Fellows 270,000
    Inside Climate News
    16 Court Street 2307Brooklyn NY
    11241
    Brooklyn,NY11241     		N/A 501(c)(3) support for a Baltimore-based environmental justice reporter 75,000
    Interfaith Power and Light
    900 Massachusetts Avenue NWWashingt
    n DC 20001
    Washington,DC20001     		N/A 501(c)(3) renewed general support to advocate for climate change solutions through regional faith communities 40,000
    International Refugee Assistance Project
    One Battery Park Plaza 4th FloorNew
    York NY 10004
    New York,NY10004     		N/A 501(c)(3) renewed project support for IRAPs efforts challenging policies threatening the rights of refugees and other asylum seekers in the United States 50,000
    J Street Education Fund Inc
    PO Box 66073Washington DC 20035
    Washington,DC20035     		N/A 501(c)(3) renewed general support to build a movement in the US for pro-Israel, pro-peace foreign policy 30,000
    Jews United for Justice
    PO Box 41485Washington DC 20018
    Washington,DC20018     		N/A 501(c)(3) renewed general support for community organizing to fight against inequality in Maryland and DC 40,000
    The Johns Hopkins University
    3400 North Charles StreetBaltimore
    MD 21218
    Baltimore,MD21218     		N/A 501(c)(3) capital support for building expansion at the School of Nursing 200,000
    Kids in Need of Defense
    1201 L Street NW Floor 2Washington
    DC 20005
    Washington,DC20005     		N/A 501(c)(3) renewed support for KIND's Baltimore office to provide legal representation for unaccompanied immigrant children in Maryland 75,000
    Marlene Meyerson JCC Manhattan
    334 Amsterdam Avenue at 76th
    StreetNew York NY 10023
    New York,NY10023     		N/A 501(c)(3) support for What Matters: Caring Conversations About End of Life 10,000
    Maryland Food Bank Inc
    2200 Halethorpe Farms RoadBaltimore
    MD 21227-0000
    Baltimore,MD212270000     		N/A 501(c)(3) general support 17,000
    Maryland Philanthropy Network
    1600 West 41st Street Suite
    700Baltimore MD 21211
    Baltimore,MD21211     		N/A 501(c)(3) renewed general support through membership 6,960
    Mary's Center
    2333 Ontario Road NWWashington DC
    20009
    Washington,DC20009     		N/A 501(c)(3) general support 10,000
    Mount Sinai Hospital
    One Gustave L Levy PlaceNew York NY
    10029-6574
    New York,NY100296574     		N/A 501(c)(3) support for the Hertzberg Palliative Care Institute ($10,000) and the Center to Advance Palliative Care ($10,000) 20,000
    Movement Generation
    PO Box 102Berkeley CA 94701
    Berkeley,CA94701     		N/A 501(c)(3) general support 20,000
    Movement Generation
    PO Box 102Berkeley CA 94701
    Berkeley,CA94701     		N/A 501(c)(3) renewed support to catalyze low-income communities of color around climate justice 50,000
    Namati
    1616 P Street NW Suite 101Washingto
    DC 20036
    Washington,DC20036     		N/A 501(c)(3) support for legal empowerment environmental advocates in the Maryland/DC region 60,000
    National Center for Law and Economic Justice
    50 Broadway Suite 1500New York NY
    10004
    New York,NY10004     		N/A 501(c)(3) general support for policy advocacy and litigation to advance economic justice for low-income families, individuals and communities 60,000
    Native American Rights Fund
    1506 BroadwayBoulder CO 80302-6296
    Boulder,CO803026296     		N/A 501(c)(3) support for two consecutive two-year Jane Blaustein Law Fellows 109,500
    New Israel Fund
    PO Box 70358Philadelphia PA
    19176-0358
    Philadelphia,PA191760358     		N/A 501(c)(3) renewed support to defend human rights and democratic institutions in Israel 75,000
    New York Immigration Coalition
    131 West 33rd Street Suite 610New
    York NY 10001
    New York,NY10001     		N/A 501(c)(3) renewed general support to promote immigrants' civic participation, leadership and unified voice 75,000
    The New York Times Neediest Cases Fund
    620 Eighth Avenue 4th FloorNew York
    NY 10018
    New York,NY10018     		N/A 501(c)(3) general support 5,000
    Open Society Institute - Baltimore
    201 North Charles Street Suite
    1300Baltimore MD 21201
    Baltimore,MD21201     		N/A 501(c)(3) support for the Lois Blum Feinblatt Community Fellow for Mental Health 50,000
    Our Climate Education Fund
    1 Thomas Circle NW Suite 700Washing
    on DC 20005
    Washington,DC20005     		N/A 501(c)(3) renewed general support to develop youth leaders to advance climate solutions 75,000
    Partners for Dignity & Rights
    90 John Street Suite 501New York NY
    10038
    New York,NY10038     		N/A 501(c)(3) renewed support for the Dignity in Schools Campaign - New York coalition 75,000
    Partners for Dignity & Rights
    90 John Street Suite 501New York NY
    10038
    New York,NY10038     		N/A 501(c)(3) renewed support for the Dignity in Schools Campaign - New York coalition 60,000
    Philanthropy New York
    320 East 43rd StreetNew York NY
    10017
    New York,NY10017     		N/A 501(c)(3) renewed general support through membership 1,200
    Philanthropy New York
    320 East 43rd StreetNew York NY
    10017
    New York,NY10017     		N/A 501(c)(3) renewed general support through 2022 membership 1,200
    Refugee and Immigrant Fund Inc
    32-13 37th StreetAstoria NY
    11103-4003
    Astoria,NY111034003     		N/A 501(c)(3) renewed support for legal and psychosocial services for newly-arrived refugees seeking asylum 50,000
    The Reporters Committee for Freedom of the Press
    1156 15th Street NW Suite 1020Washi
    gton DC 20005
    Washington,DC20005     		N/A 501(c)(3) renewed general support to provide pro bono legal services to journalists 50,000
    The Sentencing Project
    1705 DeSales Street NW 8th
    FloorWashington DC 20036
    Washington,DC20036     		N/A 501(c)(3) renewed general support for the organization's work reforming criminal justice policies and practice 65,000
    Southern Center for Human Rights
    60 Walton Street NWAtlanta GA
    30303-2149
    Atlanta,GA303032149     		N/A 501(c)(3) renewed general support to work for equality and justice in the criminal legal system 75,000
    Tides Foundation
    PO Box 889389Los Angeles CA
    90088-9389
    Los Angeles,CA900889389     		N/A 501(c)(3) renewed support for NY Renews 75,000
    T'ruah
    266 West 37th Street Suite 803New
    York NY 10018
    New York,NY10018     		N/A 501(c)(3) renewed general support to bring the moral voice of rabbis to pressing human rights issues 40,000
    T'ruah
    266 West 37th Street Suite 803New
    York NY 10018
    New York,NY10018     		N/A 501(c)(3) renewed general support to bring the moral voice of rabbis to pressing human rights issues 50,000
    Type Media Center
    116 East 16th Street 8th FloorNew
    York NY 10003-2158
    New York,NY100032158     		N/A 501(c)(3) renewed support for Type Investigations to facilitate the development and publication of socially significant reporting with an emphasis on human and civil rights 50,000
    West Harlem Environmental Action Inc
    1854 Amsterdam Avenue 2nd FloorNew
    York NY 10031
    New York,NY10031     		N/A 501(c)(3) general support 20,000
    West Harlem Environmental Action Inc
    1854 Amsterdam Avenue 2nd FloorNew
    York NY 10031
    New York,NY10031     		N/A 501(c)(3) renewed general support to build community power to fight environmental racism 75,000
    Total .................................bullet 3a 3,786,600
    bApproved for future payment
    Alliance for Justice
    Eleven Dupont Circle NW Suite
    500Washington DC 20036
    Washington,DC20036     		N/A 501(c)(3) renewed general operating support for justice programs and as an advocacy resource 50,000
    American Civil Liberties Union Foundation
    125 Broad Street 18th FloorNew York
    NY 10004-2400
    New York,NY100042400     		N/A 501(c)(3) renewed support for the Voting Rights Project 150,000
    Bend the Arc A Jewish Partnership for Justice
    330 Seventh Avenue 19th FloorNew
    York NY 10001-5010
    New York,NY100015010     		N/A 501(c)(3) renewed general support to engage Jews in promoting opportunity and social justice for all Americans 50,000
    Capital Area Immigrants' Rights Coalition
    1612 K Street NW Suite 204Washingto
    DC 20006
    Washington,DC20006     		N/A 501(c)(3) renewed general support to provide legal assistance and advocacy for immigrants facing deportation 80,000
    Chesapeake Climate Action Network
    6930 Carroll Avenue Suite 720Takoma
    Park MD 20912
    Takoma Park,MD20912     		N/A 501(c)(3) renewed general support for regional campaigns to promote clean energy 75,000
    Climate XChange
    31 Saint James AvenueBoston MA
    02116
    Boston,MA02116     		N/A 501(c)(3) support to organize and advocate for carbon pricing in Maryland 60,000
    Comprehensive Youth Development
    240 Second AvenueNew York NY 10003
    New York,NY10003     		N/A 501(c)(3) renewed support for the Legal Information Clinic for immigrant and refugee students at the Manhattan Comprehensive Night & Day School and its high school network 35,000
    Energy Justice Network
    1434 Elbridge StreetPhiladelphia PA
    19149-2739
    Philadelphia,PA191492739     		N/A 501(c)(3) renewed support for efforts to curb air pollution through organizing in Baltimore City 50,000
    Environmental Advocates NY
    353 Hamilton StreetAlbany NY 12210
    Albany,NY12210     		N/A 501(c)(3) support for the Safe Climate for All Campaign 50,000
    Florence Immigrant And Refugee Rights Project Inc
    PO Box 86299Tucson AZ 85754-6299
    Tucson,AZ857546299     		N/A 501(c)(3) renewed general support 75,000
    Freedom for Immigrants
    1322 Webster Street Suite 300Oaklan
    CA 94612
    Oakland,CA94612     		N/A 501(c)(3) general support to expand advocacy in Northeast states to push for changes in immigrant detention and enforcement policies 60,000
    Immigrant Justice Corps
    17 Battery Place Suite 1234New York
    NY 10004-1207
    New York,NY100041207     		N/A 501(c)(3) support for two consecutive cohorts of three Jane Blaustein Justice Fellows 270,000
    Immigrant Justice Corps
    17 Battery Place Suite 1234New York
    NY 10004-1207
    New York,NY100041207     		N/A 501(c)(3) support for two consecutive cohorts of three Jane Blaustein Justice Fellows 285,000
    Immigrant Justice Corps
    17 Battery Place Suite 1234New York
    NY 10004-1207
    New York,NY100041207     		N/A 501(c)(3) support for two consecutive cohorts of three Jane Blaustein Justice Fellows 285,000
    J Street Education Fund Inc
    PO Box 66073Washington DC 20035
    Washington,DC20035     		N/A 501(c)(3) renewed general support to build a movement in the US for pro-Israel, pro-peace foreign policy 30,000
    Movement Generation
    PO Box 102Berkeley CA 94701
    Berkeley,CA94701     		N/A 501(c)(3) renewed support to catalyze low-income communities of color around climate justice 50,000
    Namati
    1616 P Street NW Suite 101Washingto
    DC 20036
    Washington,DC20036     		N/A 501(c)(3) support for legal empowerment environmental advocates in the Maryland/DC region 60,000
    Native American Rights Fund
    1506 BroadwayBoulder CO 80302-6296
    Boulder,CO803026296     		N/A 501(c)(3) support for two consecutive two-year Jane Blaustein Law Fellows 111,500
    Native American Rights Fund
    1506 BroadwayBoulder CO 80302-6296
    Boulder,CO803026296     		N/A 501(c)(3) support for two consecutive two-year Jane Blaustein Law Fellows 113,500
    Native American Rights Fund
    1506 BroadwayBoulder CO 80302-6296
    Boulder,CO803026296     		N/A 501(c)(3) support for two consecutive two-year Jane Blaustein Law Fellows 115,500
    New York Immigration Coalition
    131 West 33rd Street Suite 610New
    York NY 10001
    New York,NY10001     		N/A 501(c)(3) renewed general support to promote immigrants' civic participation, leadership and unified voice 75,000
    Partners for Dignity & Rights
    90 John Street Suite 501New York NY
    10038
    New York,NY10038     		N/A 501(c)(3) renewed support for the Dignity in Schools Campaign - New York coalition 75,000
    The Sentencing Project
    1705 DeSales Street NW 8th
    FloorWashington DC 20036
    Washington,DC20036     		N/A 501(c)(3) renewed general support for the organization's work reforming criminal justice policies and practice 65,000
    T'ruah
    266 West 37th Street Suite 803New
    York NY 10018
    New York,NY10018     		N/A 501(c)(3) renewed general support to bring the moral voice of rabbis to pressing human rights issues 50,000
    Type Media Center
    116 East 16th Street 8th FloorNew
    York NY 10003-2158
    New York,NY100032158     		N/A 501(c)(3) renewed support for Type Investigations to facilitate the development and publication of socially significant reporting with an emphasis on human and civil rights 50,000
    Total .................................bullet 3b 2,370,500
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities ....          
    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 6,565,258  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aAberdeen (Flag) International     		900001 -26 18 4,295  
    bAberdeen (Flag) Intl Partners II     18 -3,139  
    cAberdeen (Flag) Priv Eq III 900001 665 18 -1,979  
    dAberdeen (Flag) Priv Eq IV 900001 13,163 18 -3,396  
    eAberdeen (Flag) Venture VI     18 -1,594  
    fArtisan Sustainable Emerging Markets Fd     18 -33,042  
    gBGI Equity     18 18,795  
    hBook income/alternative investments     18 79,692  
    iBoston Partners Int'l Eqty     18 -8,837  
    jCommonfund Intl Vent VI 900001 163 18 -3,348  
    kCommonfund PEP V 900001 -17 18 -93  
    lCommonfund PEP VII 900001 2,695 18 -5,116  
    mCommonfund Venture Pt VI 900001 -15 18 4  
    nCommonfund Venture VIII 900001 -4 18 -3,108  
    oEcosystem Investment Partners IV 900001 4,331 18 -7,045  
    pK5 Private Investors     18 -44,157  
    qNeuberger Berman 900001 -191,066 18    
    rNew Mountain VI 900001 -2,210 18 -17,884  
    sOaktree Opp Fund X, LP     18 -825  
    tOaktree Opp Fund XB, LP 900001 14,177 18 -32,620  
    12 Subtotal. Add columns (b), (d), and (e) .. -122,614 7,498,868 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    7,376,254
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    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
    2021
    Name of the organization
    The Morton K and Jane Blaustein
    Foundation Inc
    Employer identification number

    52-1607300
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    The Morton K and Jane Blaustein
    Foundation Inc         		Employer identification number
    52-1607300
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    Lord Baltimore Capital Corp
     
    6225 Smith Avenue Suite B-100
     
    Baltimore, MD212093623

    		$ 125,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    The Morton K and Jane Blaustein
    Foundation Inc         		Employer identification number

    52-1607300
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    The Morton K and Jane Blaustein
    Foundation Inc         		Employer identification number

    52-1607300
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    The Morton K and Jane Blaustein
     
    Foundation Inc
    EIN:
    52-1607300
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting Fees 70,000 28,000   42,000

    TY 2021 InvestmentsOtherSchedule2
    Name:
    The Morton K and Jane Blaustein
     
    Foundation Inc
    EIN:
    52-1607300
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Aberdeen (Flag) International Partners AT COST 193,483 282,134
    Aberdeen (Flag) Int'l Partners II AT COST 203,853 425,217
    Aberdeen (Flag) Private Equity III LP AT COST 72,405 109,457
    Aberdeen (Flag) Private Equity IV LP AT COST 294,117 389,039
    Aberdeen (Flag) Venture Partners VI AT COST 159,407 366,485
    Artisan Partners Sustainable Emerging Markets AT COST 3,256,282 3,104,464
    ASF VI AT COST 0 150,531
    ASF VIII AT COST 369,038 608,224
    AXA Secondary Fd V AT COST 0 8,732
    BGI Equity Index AT COST 14,618,451 18,833,600
    Boston Partners Int'l Eqty AT COST 1,304,630 1,381,202
    Coller Int'l Partners V AT COST 0 26,158
    Commonfund Int'l PEP VI AT COST 240,426 166,626
    Commonfund PEP VII AT COST 28,353 230,857
    Commonfund Venture VI AT COST 58,665 56,767
    Commonfund Venture VIII AT COST 125,546 356,732
    Ecosystem Investment Partners IV AT COST 144,161 151,235
    First Eagle Global AT COST 3,755,602 5,538,240
    Ironwood Int'l AT COST 913,843 2,378,020
    Ironwood Int'l Class A4S4 AT COST 88,991 109,354
    John Hancock II Small Cap Value AT COST 3,514,996 3,480,966
    JP Morgan Riverbridge Equities AT COST 1,145,738 2,348,593
    K5 Private Investors AT COST 203,689 230,401
    Lazard GL Infrastructure AT COST 2,716,767 2,909,223
    Lighthouse Global Long AT COST 1,100,000 1,586,853
    MetWest Total Return AT COST 4,563,483 4,576,925
    MFS Sers Tr X Int'l Growth I AT COST 598,364 1,172,322
    New Mountain Partners VI AT COST 213,046 239,482
    Ninety One Global Franchise AT COST 3,673,787 5,751,464
    Oaktree Opp Fund X AT COST 710,950 764,216
    Oaktree Opp Fund XB AT COST 712,481 814,291
    Oaktree Real Estate Fd V AT COST 140,307 53,830
    RBC Fds Tr Emkt Eqty I AT COST 2,497,555 2,785,814
    Siguler Guff Fund III AT COST 100,665 168,304
    SJF Ventures V AT COST 117,182 119,689
    Spur Ventures III AT COST 549,707 2,188,371
    Spur Ventures VI AT COST 476,445 659,696
    The Rise Fund II AT COST 355,304 474,190
    Vanguard Inflation Protected AT COST 1,395,801 1,520,731
    Voya Securitized Credit AT COST 2,759,017 2,604,673

    TY 2021 OtherAssetsSchedule
    Name:
    The Morton K and Jane Blaustein
     
    Foundation Inc
    EIN:
    52-1607300
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Dividend receivable 18 10 10
    The Rise Fund II - Prefunding 0 155,200 155,200


    TY 2021 OtherDecreasesSchedule
    Name:
    The Morton K and Jane Blaustein
     
    Foundation Inc
    EIN:
    52-1607300
    Description Amount
    Prior period dividend income adjustment 8,379
    Book/Tax adjustment to Neuberger Berman 2,108
    Book/Tax adjustment to Commonfund PEP V 10,300


    TY 2021 OtherExpensesSchedule
    Name:
    The Morton K and Jane Blaustein
     
    Foundation Inc
    EIN:
    52-1607300
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Equipment & Equipment Maintenance 564 0   564
    Supplies 318 0   318
    Telephone 1,239 0   1,239
    Bank Fee 14 0   14
    Software 3,370 0   3,370
    Postage 356 0   356
    Website 510 0   510
    Dues & Subscriptions 21 0   21
    Other Investment Fees 3,721 3,721   0
    IT support expenses 31,357 0   31,357


    TY 2021 OtherIncomeSchedule2
    Name:
    The Morton K and Jane Blaustein
     
    Foundation Inc
    EIN:
    52-1607300
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Aberdeen (Flag) International 4,269 4,295 4,269
    Aberdeen (Flag) Intl Partners II -3,139 -3,139 -3,139
    Aberdeen (Flag) Priv Eq III -1,314 -1,979 -1,314
    Aberdeen (Flag) Priv Eq IV 9,767 -3,396 9,767
    Aberdeen (Flag) Venture VI -1,594 -1,594 -1,594
    Artisan Sustainable Emerging Markets Fd -33,042 -33,042 -33,042
    BGI Equity 18,795 18,795 18,795
    Book income/alternative investments 79,692   79,692
    Boston Partners Int'l Eqty -8,837 -8,837 -8,837
    Commonfund Intl Vent VI -3,185 -3,348 -3,185
    Commonfund PEP V -110 -93 -110
    Commonfund PEP VII -2,421 -5,116 -2,421
    Commonfund Venture Pt VI -11 4 -11
    Commonfund Venture VIII -3,112 -3,108 -3,112
    Ecosystem Investment Partners IV -2,714 -7,045 -2,714
    K5 Private Investors -44,157 -44,157 -44,157
    Neuberger Berman -191,066   -191,066
    New Mountain VI -20,094 -17,884 -20,094
    Oaktree Opp Fund X, LP -825 -825 -825
    Oaktree Opp Fund XB, LP -18,443 -32,620 -18,443
    Oaktree Real Estate Fd V 80,572 45,042 80,572
    Sigular Guff -2,237 -2,237 -2,237
    SJF Ventures V -16,292 -16,292 -16,292
    Spur Ventures III 4,436 4,436 4,436
    Spur Ventures VI -24,902 -24,902 -24,902
    The Rise Fund II -46,183 -46,183 -46,183


    TY 2021 OtherLiabilitiesSchedule
    Name:
    The Morton K and Jane Blaustein
     
    Foundation Inc
    EIN:
    52-1607300
    Description Beginning of Year - Book Value End of Year - Book Value
    Losses Taken Using Debt Basis 4,727 0


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    The Morton K and Jane Blaustein
     
    Foundation Inc
    EIN:
    52-1607300
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Mercer Advisory 108,603 108,603   0
    BGI Equity 17,268 17,268   0
    JP Morgan RiverBridge 24,941 24,941   0


    TY 2021 TaxesSchedule
    Name:
    The Morton K and Jane Blaustein
     
    Foundation Inc
    EIN:
    52-1607300
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Foreign Tax 38,935 38,935   0
    State taxes 86 86   0
    Excise Tax 50,000 0   0