Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
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 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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$133,784,607J 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) 1,600,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 1,025 1,025  
4 Dividends and interest from securities... 2,333,250 2,333,250  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,247,100
b Gross sales price for all assets on line 6a 13,021,765
7 Capital gain net income (from Part IV, line 2)... 2,247,100
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
List of Attached Documents:
// Content
-450,457 -497,518  
12 Total. Add lines 1 through 11........ 5,730,918 4,083,857  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 279,860 0   279,860
14 Other employee salaries and wages...... 266,578 0   266,578
15 Pension plans, employee benefits....... 55,853 0   55,853
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
166,400 83,200   83,200
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
167,259 167,259   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
462,374 146,843   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 72,997 0   72,997
21 Travel, conferences, and meetings....... 4,575 0   4,575
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
28,140 0   28,140
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,504,036 397,302   791,203
25 Contributions, gifts, grants paid....... 8,652,853 8,652,853
26 Total expenses and disbursements. Add lines 24 and 25 10,156,889 397,302   9,444,056
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -4,425,971
b Net investment income (if negative, enter -0-) 3,686,555
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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......... 3,306,726 2,423,626 2,423,626
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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 right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 126,384,068 Click to see attachment
List of Attached Documents:
// Content
120,153,690 		130,391,828
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
997,737 		Click to see attachment
List of Attached Documents:
// Content
969,153 		Click to see attachment
List of Attached Documents:
// Content
969,153
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 130,688,531 123,546,469 133,784,607
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
4,590 		Click to see attachment
List of Attached Documents:
// Content
0
23 Total liabilities (add lines 17 through 22)......... 4,590 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
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 130,683,941 123,546,469
29 Total net assets or fund balances (see instructions)..... 130,683,941 123,546,469
30 Total liabilities and net assets/fund balances (see instructions). 130,688,531 123,546,469
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
130,683,941
2
Enter amount from Part I, line 27a .....................
2
-4,425,971
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
937
4
Add lines 1, 2, and 3 ..........................
4
126,258,907
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
2,712,438
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
123,546,469
Form 990-PF (2022)
Form 990-PF (2022)
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 2022-01-01 2022-12-31
b Aberdeen (FLAG) International Partners II LP P 2022-01-01 2022-12-31
c Aberdeen (FLAG) International Partners II LP P 2021-01-01 2022-12-31
d Aberdeen (FLAG) International Partners LP P 2022-01-01 2022-12-31
e Aberdeen (FLAG) International Partners LP P 2021-01-01 2022-12-31
Aberdeen (FLAG) Private Equity III LP P 2022-01-01 2022-12-31
Aberdeen (FLAG) Private Equity III LP P 2021-01-01 2022-12-31
Aberdeen (FLAG) Private Equity IV LP P 2022-01-01 2022-12-31
Aberdeen (FLAG) Private Equity IV LP P 2021-01-01 2022-12-31
Aberdeen (FLAG) Venture Partners VI LP P 2021-01-01 2022-12-31
Artisan Sustainable Emerging Markets P 2022-01-01 2022-12-31
Artisan Sustainable Emerging Markets P 2021-01-01 2022-12-31
ASF VI - Distributions in excess of basis P 2021-01-01 2022-12-31
AXA Secondary Fd V - Distribution in excess of basis P 2021-01-01 2022-12-31
Boulder Ventures - loss on disposition P 2021-01-01 2022-12-31
Boulder Ventures IV Annex P 2021-01-01 2022-12-31
Catalio (Camden Partners) Nexus Fund, L.P. P 2021-01-01 2022-12-31
Catalio (Camden Partners) Nexus Fund, L.P. II P 2021-01-01 2022-12-31
Coller International - Distribution in excess of basis P 2021-01-01 2022-12-31
Commonfund International Partners VI P 2021-01-01 2022-12-31
Commonfund International Partners VI P 2022-01-01 2022-12-31
Commonfund Private Equity Partners VII P 2021-01-01 2022-12-31
Commonfund Private Equity Partners VII P 2022-01-01 2022-12-31
Commonfund Venture Partners VI P 2021-01-01 2022-12-31
Commonfund Venture Partners VI P 2022-01-01 2022-12-31
Ecosystem Investment Partners IV P 2021-01-01 2022-12-31
Gatewood Capital Opportunity Fund L.P. P 2021-01-01 2022-12-31
Gatewood Capital Opportunity Fund L.P. P 2022-01-01 2022-12-31
Industry Venture Partners VII LP P 2021-01-01 2022-12-31
Industry Venture Partners VII LP P 2022-01-01 2022-12-31
Industry Venture Partners VIII LP P 2021-01-01 2022-12-31
Industry Venture Partners VIII LP P 2022-01-01 2022-12-31
K5 Private Investors LP P 2021-01-01 2022-12-31
LCP VII - Distribution in excess of basis P 2021-01-01 2022-12-31
New Mountain Partners V (AIV-B2), LP P 2021-01-01 2022-12-31
New Mountain Partners V, LP P 2021-01-01 2022-12-31
New Mountain VI P 2022-01-01 2022-12-31
Oaktree Real Estate Opportunities Fund V P 2021-01-01 2022-12-31
PB Strategic Partners Feeder Fund IV P 2021-01-01 2022-12-31
Publicly traded securities      
RCP VII Feeder - Distribution in excess of basis P 2021-01-01 2022-12-31
Rockefeller Libra QP P 2022-01-01 2022-12-31
Rockefeller Libra QP P 2021-01-01 2022-12-31
Russell 1000 Growth Fd P 2021-01-01 2022-12-13
Russell 1000 Growth Fund B P 2022-01-01 2022-12-31
Russell 1000 Growth Fund B P 2021-01-01 2022-12-31
Russell 1000 Value Fd P 2021-01-01 2022-12-31
Russell 1000 Value Fund B P 2022-01-01 2022-12-31
Russell 1000 Value Fund B P 2021-01-01 2022-12-31
Siguler Guff Distressed Opportunities Fd III P 2022-01-01 2022-12-31
Siguler Guff Distressed Opportunities Fd III P 2021-01-01 2022-12-31
Siguler Guff Distressed Opportunities Fd IV P 2021-01-01 2022-12-31
Siguler Guff Distressed Opportunities Fd IV P 2022-01-01 2022-12-31
SJF Ventures IV, LP P 2021-01-01 2022-12-31
SJF Ventures V, LP P 2021-01-01 2022-12-31
Spur Ventures III P 2021-01-01 2022-12-31
Spur Ventures III P 2022-01-01 2022-12-31
Spur Ventures IV P 2021-01-01 2022-12-31
Spur Ventures IV P 2022-01-01 2022-12-31
Spur Ventures V P 2021-01-01 2022-12-31
Spur Ventures V P 2022-01-01 2022-12-31
Spur Ventures VI P 2021-01-01 2022-12-31
Spur Ventures VI P 2022-01-01 2022-12-31
Strategic Partners III, LP P 2021-01-01 2022-12-31
The Rise Fund FOF, LP P 2021-01-01 2022-12-31
The Rise Fund FOF, LP P 2022-01-01 2022-12-31
Wellington - CTF Intl Quality Growth P 2022-01-01 2022-12-31
Wellington - CTF Intl Quality Growth P 2021-01-01 2022-12-31
Wellington - International Quality Growth CTF P 2021-01-01 2022-12-31
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 15     15
b 12     12
c 26,538     26,538
d     132 -132
e 6,878     6,878
    238 -238
5,841     5,841
303     303
56,667     56,667
28,020     28,020
1,104     1,104
    28,246 -28,246
3,168     3,168
6,314     6,314
    6,077 -6,077
91,669     91,669
81,539     81,539
8,124     8,124
15,513     15,513
25,264     25,264
57     57
180,442     180,442
398     398
8,762     8,762
    49 -49
    268 -268
11,020     11,020
2,865     2,865
43,785     43,785
103     103
57,732     57,732
    2,671 -2,671
292     292
39,527     39,527
    90 -90
128,729     128,729
285     285
    22,249 -22,249
    3,000 -3,000
6,978,916   6,279,962 698,954
250,704     250,704
    1,610,639 -1,610,639
    1,260,196 -1,260,196
409,401   319,800 89,601
    192,326 -192,326
1,200,735     1,200,735
10,449   9,385 1,064
74,372     74,372
992,112     992,112
    891 -891
    6,597 -6,597
    13,904 -13,904
12     12
53,066     53,066
6,923     6,923
22,234     22,234
48     48
360,287     360,287
    8,860 -8,860
61,555     61,555
8,226     8,226
2,651     2,651
364     364
265     265
36,587     36,587
    6,924 -6,924
    436,753 -436,753
142,781     142,781
538,936   565,408 -26,472
1,040,175     1,040,175
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       15
b       12
c       26,538
d       -132
e       6,878
      -238
      5,841
      303
      56,667
      28,020
      1,104
      -28,246
      3,168
      6,314
      -6,077
      91,669
      81,539
      8,124
      15,513
      25,264
      57
      180,442
      398
      8,762
      -49
      -268
      11,020
      2,865
      43,785
      103
      57,732
      -2,671
      292
      39,527
      -90
      128,729
      285
      -22,249
      -3,000
      698,954
      250,704
      -1,610,639
      -1,260,196
      89,601
      -192,326
      1,200,735
      1,064
      74,372
      992,112
      -891
      -6,597
      -13,904
      12
      53,066
      6,923
      22,234
      48
      360,287
      -8,860
      61,555
      8,226
      2,651
      364
      265
      36,587
      -6,924
      -436,753
      142,781
      -26,472
      1,040,175
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 2,247,100
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 (2022)
Form 990-PF (2022)
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 right arrow 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) 1 51,243
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 51,243
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 51,243
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 125,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 10,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 135,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 83,757
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow83,757 Refundedright arrow 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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowMD
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 2022 or the taxable year beginning in 2022? 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 (2022)
Form 990-PF (2022)
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 addressright arrowwww.blaufund.org
14
The books are in care ofright arrowJennifer L Bove CPA Telephone no.right arrow (410) 347-7205

Located atright arrowOne South St Ste 2950BaltimoreMD ZIP+4right arrow21202
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrow
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2022? .............
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
Michael J Hirschhorn President & Director
30.00 		95,906 51,374 0
c/o AFS One South St 2950
Baltimore,MD21202
Barbara S Roswell Vice President & Director
0.00 		0 0 0
c/o AFS One South St 2950
Baltimore,MD21202
Sarah H Shapiro Vice President & Director
0.00 		0 0 0
c/o AFS One South St 2950
Baltimore,MD21202
Jennifer A Pratt Secretary
0.00 		0 0 0
c/o AFS One South St 2950
Baltimore,MD21202
Betsy F Ringel Assistant Secretary & Executive Dir.
30.00 		106,632 25,948 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 Treasurer
0.00 		0 0 0
c/o AFS One South St 2950
Baltimore,MD21202
Arthur E Roswell Director
0.00 		0 0 0
c/o AFS One South St 2950
Baltimore,MD21202
Gina B Hirschhorn Director
0.00 		0 0 0
c/o AFS One South St 2950
Baltimore,MD21202
Majorie B Roswell Director
0.00 		0 0 0
c/o AFS One South St 2950
Baltimore,MD21202
Judith R Weinstein Director
0.00 		0 0 0
c/o AFS One South St 2950
Baltimore,MD21202
Jennifer L Bove Assistant Treasurer
0.00 		0 0 0
c/o AFS One South St 2950
Baltimore,MD21202
Scott L Soffen Assistant Secretary
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 		129,115 49,606 0
One South Street 2900
Baltimore,MD21202
Lara Hall Program Officer
15.00 		59,939 10,203 0
One South Street 2900
Baltimore,MD21202
April Crowder Grant Administrator
23.00 		43,982 11,853 0
One South Street 2900
Baltimore,MD21202
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
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
Atapco Financial Services Inc Acct, Tax & Invest. 166,400
One South Street 2950
Baltimore,MD212023298
Rockefeller & Company (via K-1) Investment Managemt 137,342
30 Rockefeller Plaza Suite 5425
New York,NY10112
Spur Ventures (via K-1) Investment Managemt 115,051
2370 Nowata Place
Bartlesville,OK74006
Mercer Inv Counsel/Mgmt Fee 80,877
500 West Madison St 2740
Chicago,IL60661
Total number of others receiving over $50,000 for professional services.............right arrow0
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 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 71,416
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow71,416
Form 990-PF (2022)
Form 990-PF (2022)
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
140,477,386
b
Average of monthly cash balances.......................
1b
3,796,297
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
144,273,683
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
144,273,683
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,164,105
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
142,109,578
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
7,105,479
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
7,105,479
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
51,243
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
51,243
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
7,054,236
4
Recoveries of amounts treated as qualifying distributions................
4
100,000
5
Add lines 3 and 4............................
5
7,154,236
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
7,154,236
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
9,444,056
b
Program-related investments—total from Part VIII-B..................
1b
71,416
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
9,515,472
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 7,154,236
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 0
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017...... 2,419,351
b From 2018...... 2,383,705
c From 2019...... 2,691,982
d From 2020...... 2,988,621
e From 2021...... 1,723,972
f Total of lines 3a through e ........ 12,207,631
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 9,515,472
a Applied to 2021, 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 2022 distributable amount..... 7,154,236
e Remaining amount distributed out of corpus 2,361,236
5 Excess distributions carryover applied to 2022. 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 14,568,867
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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		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 2017 not
applied on line 5 or line 7 (see instructions) ... 		2,419,351
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		12,149,516
10 Analysis of line 9:
a Excess from 2018.... 2,383,705
b Excess from 2019.... 2,691,982
c Excess from 2020.... 2,988,621
d Excess from 2021.... 1,723,972
e Excess from 2022.... 2,361,236
Form 990-PF (2022)
Form 990-PF (2022)
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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
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 right arrow
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 (2022)
Form 990-PF (2022)
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

Active Minds Inc

2001 South Street NW Suite 630
Washington,DC20009 		n/a 501(3) general support 40,000

American Civil Liberties Union Foundation of Maryland

3600 Clipper Mill Road Suite 350
Baltimore,MD21211 		n/a 501(3) support for the Right to Education program 60,000

American Friends of ELI

P O Box 12
Merion Station,PA19066 		n/a 501(3) renewed general support for therapeutic services to victims of child abuse in Israel 25,000

American Friends of ITIM

247 West 36th Street Fifth Floor
New York,NY10018 		n/a 501(3) renewed general support to promote religious freedom and pluralism in Israel 25,000

American Friends of the Heschel Center Inc

1814 Shady Avenue
Pittsburgh,PA15217 		n/a 501(3) renewed support to promote environmental leadership and educate for sustainability in Israel 35,000

American Jewish World Service

45 West 36th Street 10th Floor
New York,NY100187904 		n/a 501(3) renewed support for AJWS's work on child, early, and forced marriage and unions 100,000

American Visionary Art Museum Inc

800 Key Highway
Baltimore,MD21230 		n/a 501(3) general support 25,000

Americans for Ben-Gurion University

1001 Avenue of the Americas 19th
Floor
New York,NY10018 		n/a 501(3) support for scholarships for Bedouin undergraduates at the Ben-Gurion University of the Negev in the academic year 2021-2022 and 2022-2023 25,000

Americans for Ben-Gurion University

1001 Avenue of the Americas 19th
Floor
New York,NY10018 		n/a 501(3) support for Bridge to the Academy, a program for gifted Bedouin high school students at the Jusidman Science Center for Youth at Ben Gurion University 50,000

Americans for Ben-Gurion University

1001 Avenue of the Americas 19th
Floor
New York,NY10018 		n/a 501(3) support for Drop in the Desert, a program at the Blaustein Institutes for Desert Research for Bedouin youth 25,000

Americans for Ben-Gurion University

1001 Avenue of the Americas 19th
Floor
New York,NY10018 		n/a 501(3) support for the pilot year of the Momentum@BGU pre-academic program for Bedouin students 50,000

Animal Nation Inc

PO Box 72
South Salem,NY10590 		n/a 501(3) matching gift 500

Arts Every Day Inc

120 West North Avenue Suite 303
Baltimore,MD21201 		n/a 501(3) general support 35,000

Arts for Learning Maryland

21 East North Avenue 1st Floor
Baltimore,MD212020000 		n/a 501(3) general support for programming in Baltimore City and support for the Access for All program 60,000

ArtsCentric Inc

246 Pidco Road
Reisterstown,MD211366445 		n/a 501(3) general support 25,000

Asylum Access

344 Thomas L Berkley Way
Oakland,CA94612 		n/a 501(3) renewed core support and support for the Resourcing Refugee Leadership Initiative 150,000

Asylum Seeker Advocacy Project

228 Park Avenue S No 84810
New York,NY100031502 		n/a 501(3) general support 50,000

AVODAH The Jewish Service Corps

125 Maiden Lane 8
New York,NY10038 		n/a 501(3) renewed general support and a final year of support for the San Diego expansion 75,000

Backyard Basecamp

5111 Plainfield Avenue
Baltimore,MD21206 		n/a 501(3) general support 25,000

Baltimore Beat

2209 Maryland Avenue
Baltimore,MD21218 		n/a 501(3) matching gift 400

Baltimore Child First Authority Inc

3904 Hickory Avenue Suite 200
Baltimore,MD21211 		n/a 501(3) support for the community schools program 35,000

Baltimore Clayworks Inc

5707 Smith Avenue
Baltimore,MD21209 		n/a 501(3) general support 30,000

Baltimore Corps

2401 Liberty Heights Avenue 2730
Baltimore,MD21215 		n/a 501(3) general support 35,000

Baltimore Educational Scholarship Trust

808 North Charles Street Suite
200-C
Baltimore,MD212015308 		n/a 501(3) general support 35,000

Bend the Arc A Jewish Partnership for Justice

330 Seventh Avenue 19th Floor
New York,NY100015010 		n/a 501(3) renewed support to engage Jews in promoting economic opportunity and social justice for all Americans 75,000

Bend the Arc A Jewish Partnership for Justice

330 Seventh Avenue 19th Floor
New York,NY100015010 		n/a 501(3) renewed general support for the Jewish Social Justice Roundtable 35,000

Beth Am Synagogue

2701 North Charles Street Suite 402
Baltimore,MD21218 		n/a 501(3) matching gift 1,630

Beth Am Synagogue

2701 North Charles Street Suite 402
Baltimore,MD21218 		n/a 501(3) matching gift 610

Bizchut The Israel Human Rights Center for People with Disabilities

3 Kanfei Nesharim Street
Jerusalem,Jerusalem  
IS 		n/a 501(3) renewed support for advocacy efforts on behalf of people with disabilities 6,000

Black Arts District

1214 Eutaw Place Office 3
Baltimore,MD212173605 		n/a 501(3) general support 25,000

Black Girls Smile Inc

1660 Kenmore Street SW
Atlanta,GA303112760 		n/a 501(3) matching gift 500

Breast Cancer Prevention Partners

1388 Sutter Street Suite 400
San Francisco,CA941095400 		n/a 501(3) general support 50,000

Breast Cancer Prevention Partners

1388 Sutter Street Suite 400
San Francisco,CA941095400 		n/a 501(3) general support for Clearya 35,000

Brigid Alliance

PO Box 58
New York,NY100240058 		n/a 501(3) support to provide financial and practical assistance to people seeking abortions 50,000

Business & Human Rights Resource Centre

450 Lexington Avenue 4407
New York,NY10163 		n/a 501(3) general support 30,000

Center for Reproductive Rights

199 Water Street 22nd Floor
New York,NY10038 		n/a 501(3) renewed support for the Global Program 30,000

Chesapeake Shakespeare Company

7 South Calvert Street
Baltimore,MD21202 		n/a 501(3) support for education and outreach programs 20,000

Children's Environmental Health Network

110 Maryland Avenue NE Suite 404
Washington,DC200025626 		n/a 501(3) general support 25,000

Cinnamongirl Inc

PO Box 27411
Oakland,CA946020911 		n/a 501(3) matching gift 300

City Neighbors Foundation

4301 Raspe Avenue
Baltimore,MD212061913 		n/a 501(3) support for the promotion of progressive education practices in Baltimore City public schools 20,000

Comprehensive Housing Assistance Inc

5809 Park Heights Avenue
Baltimore,MD21215 		n/a 501(3) support for the School-Community Partnerships Program 30,000

Confluence Philanthropy

1 Penn Plaza Box 6169
New York,NY10119 		n/a 501(3) general support through membership 1,650

Corner Team

1101 East 25th Street
Baltimore,MD21218 		n/a 501(3) matching gift 400

Creative Alliance

3134 Eastern Avenue
Baltimore,MD212243963 		n/a 501(3) general support 25,000

Creative Nomads

211 East Lombard Street Suite 259
Baltimore,MD212026102 		n/a 501(3) support for the Where Art Starts youth program 20,000

Disability Rights International

1825 K Street NW Suite 950
Washington,DC20006 		n/a 501(3) emergency support for work in Ukraine 10,000

Disability Rights International

1825 K Street NW Suite 950
Washington,DC20006 		n/a 501(3) renewed general support to promote the human rights of people with mental disabilities worldwide 55,000

Elev8 Baltimore

800 North Charles Street 4th Floor
Baltimore,MD21201 		n/a 501(3) support for the community schools program 35,000

Encounter Programs Inc

8 W 126th Street Floor
New York,NY10027 		n/a 501(3) renewed general support 50,000

Enoch Pratt Free Library of Baltimore City

400 Cathedral Street
Baltimore,MD212014401 		n/a 501(3) support for the Branch Improvement Fund 30,000

Environmental Integrity Project

1000 Vermont Avenue NW Suite 1100
Washington,DC20005 		n/a 501(3) support for the Baltimore Environmental Justice Campaign 40,000

Environmental Working Group

1250 I Street NW Suite 1000
Washington,DC20005 		n/a 501(3) support for the Science Program 65,000

Footsteps

114 John Street 930
New York,NY102729948 		n/a 501(3) support for programs that assist ultra-Orthodox Jews to explore life beyond their insular communities 35,000

Friends of Israel's Environment

231 Bussey Street
Dedham,MA02026 		n/a 501(3) renewed general support for environmental litigation and advocacy 75,000

Friends of the Arava Institute

1320 Centre Street Suite 206
Newton Centre,MA02459 		n/a 501(3) renewed scholarship support for Jordanian and Palestinian students 30,000

Friends of the Israel Movement for Progressive Judaism

211 S Spalding Drive Apt S403
Beverly Hills,CA902123664 		n/a 501(3) renewed support for the Israel Religious Action Center to promote religious pluralism and the rule of law through advocacy, research, public education and litigation 75,000

Friends of the Israel Movement for Progressive Judaism

211 S Spalding Drive Apt S403
Beverly Hills,CA902123664 		n/a 501(3) support for the Legal Aid Center for Olim 20,000

Fund for Educational Excellence

800 North Charles Street Suite 400
Baltimore,MD212015322 		n/a 501(3) general support 60,000

Fund for Educational Excellence

800 North Charles Street Suite 400
Baltimore,MD212015322 		n/a 501(3) matching gift 1,500

Fund for Educational Excellence

800 North Charles Street Suite 400
Baltimore,MD212015322 		n/a 501(3) general support for Strong Schools Maryland 50,000

Fund for Global Human Rights

1301 Connecticut Avenue NW Suite
400
Washington,DC20036 		n/a 501(3) renewed general support to make grants to local and regional human rights groups around the world 100,000

Funders for Reproductive Equity

PO Box 750
Rockville,MD208480750 		n/a 501(3) general support through membership for 2022 1,375

Fusion Partnerships Inc

1601 Guilford Avenue 2 South
Baltimore,MD212022877 		n/a 501(3) matching gift for 901 Arts 400

Fusion Partnerships Inc

1601 Guilford Avenue 2 South
Baltimore,MD212022877 		n/a 501(3) support for MOMCares for mental health services for new mothers 35,000

Fusion Partnerships Inc

1601 Guilford Avenue 2 South
Baltimore,MD212022877 		n/a 501(3) support for the Teachers' Democacry Project to train and support parent/teacher restorative practices fellows 25,000

Fusion Partnerships Inc

1601 Guilford Avenue 2 South
Baltimore,MD212022877 		n/a 501(3) general support for the Intercultural Counseling Connection 50,000

Fusion Partnerships Inc

1601 Guilford Avenue 2 South
Baltimore,MD212022877 		n/a 501(3) general support 25,000

Grantmakers Concerned with Immigrants and Refugees

P O Box 2178
Petaluma,CA94953 		n/a 501(3) general support through membership 3,750

Grantmakers for Education

400 SE 103rd Drive 33348
Portland,OR97216 		n/a 501(3) general support through membership 2,700

Greater Baltimore Cultural Alliance

120 West North Avenue Suite 305
Baltimore,MD21201 		n/a 501(3) general support 20,000

Hazon Inc

25 Broadway Street Suite 1700
New York,MD10004 		n/a 501(3) renewed general support and one-time support for merger costs 100,000

Healthy Neighborhoods Inc

11 East Mount Royal Avenue Suite
302
Baltimore,MD212022470 		n/a 501(3) general support for Dance Baltimore 15,000

HIAS

P O Box 97077
Washington,DC200907077 		n/a 501(3) emergency support to assist forcibly displaced people around the world, including Ukraine 25,000

Holistic Life Foundation Inc

2008 North Smallwood Street
Baltimore,MD21216 		n/a 501(3) support for mindfulness programming in Baltimore City schools 35,000

If When How Lawyering for Reproductive Justice

1714 Franklin Street Suite 100 393
Oakland,CA946123409 		n/a 501(3) support for legal aid, policy advocacy, and litigation on the right to abortion 50,000

International Refugee Assistance Project

1 Battery Park Plaza 4th Floor
New York,NY10004 		n/a 501(3) renewed general support 50,000

International Rescue Committee Inc

122 East 42nd Street
New York,NY101681289 		n/a 501(3) emergency support for Ukraine 25,000

Issue One

1401 K Street NW Suite 350
Washington,DC200054574 		n/a 501(3) support for A More Perfect Union: The Jewish Partnership for Democracy 40,000

Jewish Community Foundation of Greater Mercer

457 Nassau Street Suite 101
Princeton,NJ08540 		n/a 501(3) matching gift 5,000

Jewish Council for Public Affairs

25 Broadway Suite 1700
New York,NY10004 		n/a 501(3) renewed support for Resetting the Table, an effort to promote nuanced dialogue in the Jewish community about the Palestinian-Israeli conflict 125,000

Jewish Funders Network

150 West 30th Street Suite 900
New York,NY100014125 		n/a 501(3) renewed general support through membership 8,000

Jewish Studio Project

940 Dwight Way 13B
Berkeley,CA94710 		n/a 501(3) general support for programs to promote creativity in the Jewish world 40,000

Jews of Color Initiative

1601 Vine Street
Los Angeles,CA90028 		n/a 501(3) general support 75,000

Jews United for Justice

PO Box 41485
Washington,DC20018 		n/a 501(3) renewed support for activities in Baltimore 50,000

Jews United for Justice

PO Box 41485
Washington,DC20018 		n/a 501(3) general support for the Collaborative for Jewish Organizing 50,000

Johns Hopkins University-Peabody Institute

1 East Mount Vernon Place
Baltimore,MD21202 		n/a 501(3) support for the Tuned-In Initiative 20,000

JOIN for Justice

PO Box 51248
Boston,MA02205 		n/a 501(3) renewed general support 25,000

Le Mondo Inc

219 Park Avenue
Baltimore,MD21201 		n/a 501(3) general support 15,000

LifeBridge Health

2401 West Belvedere Avenue
Baltimore,MD212155271 		n/a 501(3) capital support for the Center for Hope 50,000

Live Baltimore Home Center

343 North Charles Street
Baltimore,MD21201 		n/a 501(3) support for Way to Stay, an effort to educate families about school options in Baltimore City 25,000

Lutheran Immigration and Refugee Services

700 Light Street
Baltimore,MD212303850 		n/a 501(3) support for the Migrant Mental Health Services program 25,000

Maryland Association of Nonprofit Organizations

1500 Union Avenue Suite 2500
Baltimore,MD21211 		n/a 501(3) general support 30,000

Maryland Center on Economic Policy

1800 North Charles Street Suite 406
Baltimore,MD21201 		n/a 501(3) general support 20,000

Maryland Citizens for the Arts Inc

120 West North Avenue Suite 302
Baltimore,MD21201 		n/a 501(3) general support 15,000

Maryland Citizens' Health Initiative Education Fund Inc

2600 Saint Paul Street
Baltimore,MD21218 		n/a 501(3) general support 75,000

Maryland Consumer Rights Coalition Inc

2209 Maryland Avenue
Baltimore,MD212185627 		n/a 501(3) support for the Campaign to End Medical Debt 35,000

Maryland Dental Action Coalition

10015 Old Columbia Road Suite B-215
Columbia,MD210461703 		n/a 501(3) support for the Medicaid Adult Dental Collaborative 40,000

Maryland Institute College of Art

1300 West Mount Royal Avenue
Baltimore,MD212174191 		n/a 501(3) support for the Master of Fine Arts in Community Arts program 60,000

Maryland Pesticide Education Network

544 Epping Forest Road
Annapolis,MD21401 		n/a 501(3) general support 50,000

Maryland Philanthropy Network

1600 West 41st Street Suite 700
Baltimore,MD21211 		n/a 501(3) general support through membership 10,000

Maryland Philanthropy Network

1600 West 41st Street Suite 700
Baltimore,MD21211 		n/a 501(3) general support for Healing City Baltimore 35,000

Maryland Philanthropy Network

1600 West 41st Street Suite 700
Baltimore,MD21211 		n/a 501(3) matching gift for the Black Yield Institute 400

Maryland Philanthropy Network

1600 West 41st Street Suite 700
Baltimore,MD21211 		n/a 501(3) support for the Climate Solutions Implementation Collaborative 75,000

Maryland Public Interest Research Foundation

2209 Maryland Avenue Suite D
Baltimore,MD21218 		n/a 501(3) support for the Healthy Kids, Healthy Maryland campaign 50,000

Maryland Volunteer Lawyers for the Arts

120 West North Avenue Suite 305A
Baltimore,MD21201 		n/a 501(3) general support 15,000

Meals on Wheels of Central Maryland Inc

515 South Haven Street
Baltimore,MD212244239 		n/a 501(3) support for the development of a funding plan to provide access to nutritious meals and support services for aging adults and people with disabilities 25,000

Mental Health Association of Maryland Inc

1301 York Road Suite 505
Lutherville,MD210936008 		n/a 501(3) general support 75,000

Mission Investors Exchange

107 Spring Street
Seattle,WA981041005 		n/a 501(3) general support through membership 3,000

Moishe House

441 Saxony Road Barn 2
Encinitas,CA92024 		n/a 501(3) support for Base 50,000

MPT Foundation Inc

PO Box 322
Owings Mills,MD21117 		n/a 501(3) matching gift 500

NAMI Maryland Inc

10630 Little Patuxent Parkway Suite
475
Columbia,MD21044 		n/a 501(3) general support 25,000

NAMI Metropolitan Baltimore Inc

2601 North Howard Street Suite 130
Baltimore,MD21218 		n/a 501(3) general support 35,000

National Caucus of Environmental Legislators

1100 H Street NW Suite 600
Washington,DC200055492 		n/a 501(3) general support 50,000

National Center for Family Philanthropy

1667 K Street NW Suite 550
Washington,DC20006 		n/a 501(3) general support through the Friends of the Family program 1,163

National Health Law Program

3701 Wilshire Boulevard Suite 315
Los Angeles,CA90010 		n/a 501(3) support for efforts to secure and protect equitable access to public health care programs for low-income people 65,000

National Women's Health Network

1413 K Street NW 4th Floor
Washington,DC20005 		n/a 501(3) general support 35,000

Nature Sacred

105 Annapolis Street Suite D
Annapolis,MD214011360 		n/a 501(3) support for the Baltimore Fund, which supports the development of green spaces in underserved Baltimore neighborhoods 25,000

New Israel Fund

PO Box 70358
Philadelphia,PA191760358 		n/a 501(3) renewed support for Bimkom-Planners for Planning Rights 75,000

New Israel Fund

PO Box 70358
Philadelphia,PA191760358 		n/a 501(3) renewed support for the Israel Center for Educational Innovation for its work to promote literacy in Israeli elementary schools 75,000

New Israel Fund

PO Box 70358
Philadelphia,PA191760358 		n/a 501(3) renewed support for Hagar: Jewish-Arab Education for Equality and its school in Beersheva, Israel 25,000

New Israel Fund

PO Box 70358
Philadelphia,PA191760358 		n/a 501(3) renewed support for the Hotline for Refugees and Migrants and its work with asylum seekers and refugees 25,000

New Israel Fund

PO Box 70358
Philadelphia,PA191760358 		n/a 501(3) general support for Life and Environmenta and its coalition building for the environmental movement in Israel 50,000

New Israel Fund

PO Box 70358
Philadelphia,PA191760358 		n/a 501(3) support for Life and Environment and the Sayyid Alharumi Initiative to bring solar power to the Negev Bedouin community 25,000

New Israel Fund

PO Box 70358
Philadelphia,PA191760358 		n/a 501(3) renewed support for Shatil's activities in the Negev 50,000

New Israel Fund

PO Box 70358
Philadelphia,PA191760358 		n/a 501(3) renewed general support for Green Course and its programs that engage Israeli young people in environmental issues 50,000

New Israel Fund

PO Box 70358
Philadelphia,PA191760358 		n/a 501(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 in Israel 75,000

New Israel Fund

PO Box 70358
Philadelphia,PA191760358 		n/a 501(3) emergency support for the Hotline for Refugees and Migrants to serve Ukrainian and Russian refugees in Israel 20,000

New Music USA

114 John Street Suite 998
New York,NY10038 		n/a 501(3) support for the Baltimore New Music Capacity Building program 15,000

North Salem Open Land Foundation

PO Box 176
North Salem,NY105600176 		n/a 501(3) matching gift 300

Nova Institute for Health

1407 Fleet Street
Baltimore,MD21231 		n/a 501(3) support for the Primary Care project 30,000

Open Works

1400 Greenmount Avenue
Baltimore,MD21202 		n/a 501(3) general support 15,000

PEF Israel Endowment Funds Inc

630 Third Avenue 15th Floor
New York,NY10017 		n/a 501(3) renewed general support for Ahed-The Association of Academic Arabs in the Negev and its Bedouin High School for Science 50,000

PEF Israel Endowment Funds Inc

630 Third Avenue 15th Floor
New York,NY10017 		n/a 501(3) support for the Gateway to the Academy Program for Bedouin students at Spair Academic College 75,000

PEF Israel Endowment Funds Inc

630 Third Avenue 15th Floor
New York,NY10017 		n/a 501(3) support for Teach First Israel for its work in Bedouin schools in Israel 40,000

PEF Israel Endowment Funds Inc

630 Third Avenue 15th Floor
New York,NY10017 		n/a 501(3) support for the Edmond de Rothschild Partnerships for GISHA, a diversity initiative for Israeli higher education 75,000

PEF Israel Endowment Funds Inc

630 Third Avenue 15th Floor
New York,NY10017 		n/a 501(3) support for Co-Impact-The Partnership for a Breakthrough in Arab Employment programs to increase Negev Bedouin employment 75,000

PEF Israel Endowment Funds Inc

630 Third Avenue 15th Floor
New York,NY10017 		n/a 501(3) support for Sikkuy-Aufoq to improve access to early childhood education and public transportation in unrecognized and newly recognized Bedouin villages in the Negev in Israel 150,000

PEF Israel Endowment Funds Inc

630 Third Avenue 15th Floor
New York,NY10017 		n/a 501(3) support for the Tamar Center for educational programs that help Bedouin high school youth to access higher education 50,000

PEF Israel Endowment Funds Inc

630 Third Avenue 15th Floor
New York,NY10017 		n/a 501(3) renewed support for the Center for Women's Justice for litigation and advocacy to promote gender equality in the rabbinical court system 25,000

PEF Israel Endowment Funds Inc

630 Third Avenue 15th Floor
New York,NY10017 		n/a 501(3) renewed general support for Desert Stars to build leadership among Bedouin young people in the Negev 75,000

PEF Israel Endowment Funds Inc

630 Third Avenue 15th Floor
New York,NY10017 		n/a 501(3) support for Merchavim-The Institute for the Advancement of Shared Citizenship in Israel for the Arab Teacher Integration in Jewish Schools Program and to build an operating reserve 50,000

PEF Israel Endowment Funds Inc

630 Third Avenue 15th Floor
New York,NY10017 		n/a 501(3) renewed general support for AJEEC-NISPED to promote development in the Bedouin community and positive intergroup relations in the Negev 75,000

PEF Israel Endowment Funds Inc

630 Third Avenue 15th Floor
New York,NY10017 		n/a 501(3) renewed support for Bizchut, The Israel Human Rights Center for People with Disabilities 19,000

PEF Israel Endowment Funds Inc

630 Third Avenue 15th Floor
New York,NY10017 		n/a 501(3) general support for El Yanabi and its activities in the Negev in Israel 75,000

Palestinian Internship Program

145 West 67th Street
New York,NY10023 		n/a 501(3) renewed general support to bring Palestinians from East Jerusalem and the West Bank to intern in Israeli companies 40,000

Planned Parenthood of Maryland

330 North Howard Street
Baltimore,MD212013610 		n/a 501(3) matching gift 500

Pro Bono Counseling

5900 Metro Drive
Baltimore,MD21215 		n/a 501(3) general support 50,000

Public Justice Center

201 North Charles Street Suite 1200
Baltimore,MD21201 		n/a 501(3) matching gift for Organizing Black 400

Public Justice Center

201 North Charles Street Suite 1200
Baltimore,MD21201 		n/a 501(3) support for the Health and Benefits Equity Project 75,000

Religious Action Center of Reform Judaism

2027 Massachusetts Avenue NW
Washington,DC20036 		n/a 501(3) renewed general support 70,000

Repair the World

1460 Broadway
New York,NY10036 		n/a 501(3) support for activities in Baltimore 75,000

Restorative Response Baltimore

1500 Union Avenue Suite 2700
Baltimore,MD212111989 		n/a 501(3) support to train Baltimore City school staff in restorative practices and to offer the community conferencing model as an intervention 50,000

Roberta's House Inc

928 East North Avenue
Baltimore,MD21202 		n/a 501(3) general support 35,000

Roca Inc

101 Park Street
Chelsea,MA021502771 		n/a 501(3) support for Roca Baltimore program 75,000

Shalom Hartman Institute of North America

475 Riverside Drive Suite 1450
New York,NY10115 		n/a 501(3) renewed support for Wellspring, a suite of Israel education programs for high school and college students and educators who work with them 50,000

Sierra Club Foundation

2101 Webster Street Suite 1250
Oakland,CA94612 		n/a 501(3) general support for the Maryland Sierra Club 30,000

Single Carrot Theatre

3001 Old York Road
Baltimore,MD21218 		n/a 501(3) general support 10,000

Social Good Fund

PO Box 5473
Richmond,CA94805 		n/a 501(3) support for Dayenu: A Jewish Call to Climate Action 75,000

Tahirih Justice Center

6400 Arlington Boulevard Suite 400
Falls Church,VA22042 		n/a 501(3) renewed general support for legal advocacy on behalf of refugee women and girls fleeing gender-based violence in Baltimore, DC, Atlanta, Houston and San Francisco 50,000

Teach For America Inc

2601 North Howard Street Suite 300
Baltimore,MD21218 		n/a 501(3) general support 25,000

The American Jewish Committee

165 East 56 Street
New York,NY100222746 		n/a 501(3) support for the Jacob Blaustein Institute for the Advancement of Human Rights, in honor of Jerry Biederman who received AJC's Judge Learned Hand Human Relations Award on November 29, 2022 5,000

The American Jewish Committee

165 East 56 Street
New York,NY100222746 		n/a 501(3) annual support 100,000

The American Jewish Joint Distribution Committee

220 East 42nd Street
New York,NY10017 		n/a 501(3) renewed support for the Inter-Agency Task Force on Israeli Arab Issues 75,000

The Associated Jewish Community Federation of Baltimore Inc

101 West Mount Royal Avenue
Baltimore,MD212015708 		n/a 501(3) support for Ukraine Emergency Fund 25,000

The Associated Jewish Community Federation of Baltimore Inc

101 West Mount Royal Avenue
Baltimore,MD212015708 		n/a 501(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,MD212015708 		n/a 501(3) general support for the 2022 Annual Campaign 1,300,000

The Associated Jewish Community Federation of Baltimore Inc

101 West Mount Royal Avenue
Baltimore,MD212015708 		n/a 501(3) support for the Centennial Campaign 100,000

The Baltimore Museum of Art

10 Art Museum Drive
Baltimore,MD212183898 		n/a 501(3) general support 25,000

The Baltimore Symphony Orchestra

1212 Cathedral Street
Baltimore,MD212015556 		n/a 501(3) general support 40,000

The Everyman Theatre Inc

315 West Fayette Street
Baltimore,MD21201 		n/a 501(3) general support 45,000

The Ingenuity Project

1400 West Cold Spring Lane Room 337
Baltimore,MD21209 		n/a 501(3) general support 35,000

The Modern Classrooms Project

15 14th Street SE
Washington,DC200031512 		n/a 501(3) support to launch Modern Classrooms Baltimore 40,000

The Soul Center

8101 Park Heights Avenue
Baltimore,MD21208 		n/a 501(3) general support 20,000

The Sustainability Laboratory

229 East 85th Street
New York,NY10028 		n/a 501(3) support for Project Wadi Attir 50,000

TNTP

500 7th Avenue 8th Floor
New York,NY100184502 		n/a 501(3) support for the Baltimore City Teaching Residency 50,000

Toxic Free Future

4649 Sunnyside Avenue N 540
Seattle,WA981036963 		n/a 501(3) general support for Safer States 30,000

Toxic Free Future

4649 Sunnyside Avenue N 540
Seattle,WA981036963 		n/a 501(3) support for the Safer Chemicals, Healthy Families campaign 40,000

University of California

Hastings College of Law
San Francisco,CA941024978 		n/a 501(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 Baltimore Foundation Inc

220 North Arch Avenue 13th Floor
Baltimore,MD21201 		n/a 501(3) support for the Positive Schools Center 50,000

University Of Massachusetts Foundation

1 Beacon Street 31st Floor
Boston,MA021083107 		n/a 501(3) general support for the Lowell Center for Sustainable Production 50,000

Urban Teachers

1800 Washington Boulevard Suite 411
Baltimore,MD21230 		n/a 501(3) support for the teacher training and certification program in Baltimore City 70,000

Vassar College

Box 12124 Raymond
Poughkeepsie,NY126040725 		n/a 501(3) matching gift 500

Virginia Organizing

703 Concord Avenue
Charlottesville,VA229035208 		n/a 501(3) general support through membership in the Health and Environmental Funders Network 1,875

WITNESS

80 Hanson Place 5th Floor
Brooklyn,NY11217 		n/a 501(3) renewed general support 35,000

WombWork Productions Inc

3724 Kimble Road
Baltimore,MD212182028 		n/a 501(3) general support 25,000

Women's Voices For The Earth

PO Box 8743
Missoula,MT59807 		n/a 501(3) general support 25,000

World Union for Progressive Judaism Ltd

1 West Fourth Street Suite
New York,NY10012 		n/a 501(3) renewed support for young leadership development programs in the FSU 110,000

Yeshivat Maharat

3700 Henry Hudson Parkway 2nd Floor
New York,NY10463 		n/a 501(3) renewed support to educate and train women as Jewish spiritual leaders 25,000

Your Public Radio Corporation

2216 North Charles Street
Baltimore,MD21218 		n/a 501(3) matching gift 500
Total .................................right arrow 3a 8,652,853
bApproved for future payment

American Friends of ELI
P O Box 12
Merion Station,PA19066 		n/a 501(3) renewed general support for therapeutic services to victims of child abuse in Israel 25,000

American Friends of the Heschel Center Inc
1814 Shady Avenue
Pittsburgh,PA15217 		n/a 501(3) renewed support to promote environmental leadership and educate for sustainability 35,000

The American Jewish Joint Distribution Committee
220 East 42nd Street
New York,NY10017 		n/a 501(3) renewed support for the Inter-Agency Task Force on Israeli Arab Issues 75,000

American Visionary Art Museum Inc
800 Key Highway
Baltimore,MD21230 		n/a 501(3) general support 25,000

Americans for Ben-Gurion University
1001 Avenue of the Americas 19th
FloorNew York NY 10018
New York,NY10018 		n/a 501(3) support for construction of new dormitories at the BIDR campus at Sde Boker 600,000

Arts for Learning Maryland
21 East North Avenue 1st Floor
Baltimore,MD212020000 		n/a 501(3) general support for programming in Baltimore City and support for the Access for All program 60,000

The Associated Jewish Community Federation of Baltimore Inc
101 West Mount Royal Avenue
Baltimore,MD212015708 		n/a 501(3) general support for the 2023 Annual Campaign 1,300,000

The Associated Jewish Community Federation of Baltimore Inc
101 West Mount Royal Avenue
Baltimore,MD212015708 		n/a 501(3) support for CHANA to address abuse and other forms of interpersonal trauma in the Jewish community 35,000

Asylum Access
344 Thomas L Berkley Way
Oakland,CA94612 		n/a 501(3) renewed core support and support for the Resourcing Refugee Leadership Initiative 50,000

Asylum Seeker Advocacy Project
228 Park Avenue S No 84810
New York,NY100031502 		n/a 501(3) general support 50,000

Backyard Basecamp
5111 Plainfield Avenue
Baltimore,MD21206 		n/a 501(3) general support 25,000

Baltimore Child First Authority Inc
3904 Hickory Avenue Suite 200
Baltimore,MD21211 		n/a 501(3) support for the community schools program 35,000

The Baltimore Museum of Art
10 Art Museum Drive
Baltimore,MD212183898 		n/a 501(3) general support 25,000

Breast Cancer Prevention Partners
1388 Sutter Street Suite 400
San Francisco,CA941095400 		n/a 501(3) general support for Clearya 35,000

Business & Human Rights Resource Centre
450 Lexington Avenue 4407
New York,NY10163 		n/a 501(3) general support 30,000

Children's Environmental Health Network
110 Maryland Avenue NE Suite 404
Washington,DC200025626 		n/a 501(3) general support 25,000

City Neighbors Foundation
4301 Raspe Avenue
Baltimore,MD212061913 		n/a 501(3) support for the promotion of progressive education practices in Baltimore City public schools 20,000

Comprehensive Housing Assistance Inc
5809 Park Heights Avenue
Baltimore,MD21215 		n/a 501(3) support for the School-Community Partnerships Program 30,000

Creative Alliance
3134 Eastern Avenue
Baltimore,MD212243963 		n/a 501(3) general support 25,000

Disability Rights International
1825 K Street NW Suite 950
Washington,DC20006 		n/a 501(3) renewed general support to promote the human rights of people with mental disabilities worldwide 55,000

Elev8 Baltimore
800 North Charles Street 4th Floor
Baltimore,MD21201 		n/a 501(3) support for the community schools program 35,000

Encounter Programs Inc
8 W 126th Street Floor 3
New York,NY10027 		n/a 501(3) renewed general support 50,000

Environmental Integrity Project
1000 Vermont Avenue NW Suite 1100
Washington,DC20005 		n/a 501(3) support for the Baltimore Environmental Justice Campaign 40,000

Environmental Working Group
1250 I Street NW Suite 1000
Washington,DC20005 		n/a 501(3) support for the Science Program 50,000

The Everyman Theatre Inc
315 West Fayette Street
Baltimore,MD21201 		n/a 501(3) general support 45,000

Friends of the Arava Institute
1320 Centre Street Suite 206
Newton Centre,MA02459 		n/a 501(3) renewed scholarship support for Jordanian and Palestinian students 30,000

Friends of the Israel Movement for Progressive Judaism
211 S Spalding Drive Apt S403
Beverly Hills,CA902123664 		n/a 501(3) renewed support for the Israel Religious Action Center to promote religious pluralism and the rule of law through advocacy, research, public education and litigation 75,000

Fund for Educational Excellence
800 North Charles Street Suite 400
Baltimore,MD212015322 		n/a 501(3) general support 60,000

Fund for Global Human Rights
1301 Connecticut Avenue NW Suite
400
Washington,DC20036 		n/a 501(3) renewed general support to make grants to local and regional human rights groups around the world 100,000

Greater Baltimore Cultural Alliance
120 West North Avenue Suite 305
Baltimore,MD21201 		n/a 501(3) general support 20,000

Healthy Neighborhoods Inc
11 E Mount Royal Avenue Suite 302
Baltimore,MD212022470 		n/a 501(3) general support for Dance Baltimore 15,000

The Ingenuity Project
1400 West Cold Spring Lane Room 337
Baltimore,MD21209 		n/a 501(3) general support 35,000

Jews United for Justice
PO Box 41485
Washington,DC20018 		n/a 501(3) renewed support for activities in Baltimore 50,000

Maryland Institute College of Art
1300 West Mount Royal Avenue
Baltimore,MD212174191 		n/a 501(3) support for the Master of Fine Arts in Community Arts program 40,000

Maryland Philanthropy Network
1600 West 41st Street Suite 700
Baltimore,MD21211 		n/a 501(3) support for the Climate Solutions Implementation Collaborative 25,000

Mental Health Association of Maryland Inc
1301 York Road Suite 505
Lutherville,MD210936008 		n/a 501(3) general support 100,000

National Health Law Program
3701 Wilshire Boulevard Suite 315
Los Angeles,CA90010 		n/a 501(3) support for efforts to secure and protect equitable access to public health care programs for low-income people 65,000

New Israel Fund
PO Box 70358
Philadelphia,PA191760358 		n/a 501(3) renewed support for the Israel Center for Educational Innovation for its work to promote literacy in Israeli elementary schools 75,000

Open Works
1400 Greenmount Avenue
Baltimore,MD21202 		n/a 501(3) general support 15,000

PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor
New York,NY10017 		n/a 501(3) support for the Gateway to the Academy Program for Bedouin students at Sapir Academic College in Israel 75,000

PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor
New York,NY10017 		n/a 501(3) support for Teach First Israel for its work in Bedouin schools 35,000

Pro Bono Counseling
5900 Metro Drive
Baltimore,MD21215 		n/a 501(3) general support 50,000

Public Justice Center
201 North Charles Street Suite 1200
Baltimore,MD21201 		n/a 501(3) support for the Health and Benefits Equity Project 75,000

Religious Action Center of Reform Judaism
2027 Massachusetts Avenue NW
Washington,DC20036 		n/a 501(3) renewed general support 70,000

Repair the World
1460 Broadway
New York,NY10036 		n/a 501(3) support for activities in Baltimore 50,000

Restorative Response Baltimore
1500 Union Avenue Suite 2700
Baltimore,MD212111989 		n/a 501(3) support to train Baltimore City school staff in restorative practices and to offer the community conferencing model as an intervention 50,000

Sierra Club Foundation
2101 Webster Street Suite 1250
Oakland,CA94612 		n/a 501(3) general support for the Maryland Sierra Club 30,000

The Soul Center
8101 Park Heights Avenue
Baltimore,MD21208 		n/a 501(3) general support 20,000

The Sustainability Laboratory
229 East 85th Street
New York,NY10028 		n/a 501(3) support for Project Wadi Attir 50,000

Tahirih Justice Center
6400 Arlington Boulevard Suite 400
Falls Church,VA22042 		n/a 501(3) renewed general support for legal advocacy on behalf of refugee women and girls fleeing gender-based violence in Baltimore, DC, Atlanta, Houston and San Francisco 50,000

University of California
Hastings College of Law200
McAllister Street
San Francisco,CA941024978 		n/a 501(3) renewed support for CGRS' advocacy, litigation, research and educational programs to protect the rights of refugee women and children 25,000

WITNESS
80 Hanson Place 5th Floor
Brooklyn,NY11217 		n/a 501(3) renewed general support 35,000

WombWork Productions Inc
3724 Kimble Road
Baltimore,MD212182028 		n/a 501(3) general support 25,000

World Union for Progressive Judaism Ltd
1 West Fourth Street Suite 517A
New York,NY10012 		n/a 501(3) renewed support for young leadership development programs in the FSU 110,000
Total ................................. right arrow 3b 4,235,000
Form 990-PF (2022)
Form 990-PF (2022)
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 ........... 		    14 1,025  
4 Dividends and interest from securities ....     14 2,333,250  
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 2,247,100  
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 		    18 -4,908  
bAberdeen (FLAG) International Partners LP 900001   18 -2,669  
cAberdeen (FLAG) Private Equity III LP 900001 3,788 18 -3,782  
dAberdeen (FLAG) Private Equity IV LP 900001 5,882 18 31,633  
eAberdeen (FLAG) Venture Partners VI LP 900001 2 18 5,839  
fArtisan Sustainable Emerging Markets     18 -16,790  
gBook to Tax Adjustment     18 -814  
hBoulder Ventures IV Annex     18 -375  
iCatalio (Camden Partners) Nexus Fund, L.P.     18 -5,880  
jCatalio (Camden Partners) Nexus Fund, L.P. II     18 -4,379  
kCatalio (Camden Partners) Nexus Fund, L.P. III     18 -5,282  
lCommonfund International Partners VI 900001 20 18 -1,728  
mCommonfund Private Equity Partners VII 900001 27,167 18 -23,492  
nCommonfund Venture Partners VI 900001 56 18 -345  
oEcosystem Investment Partners IV 900001 30,756 18 -9,792  
pGatewood Capital Opportunity Fund L.P.     18 -11,286  
qIndustry Venture Partners VII LP 900001 108 18 -438  
rIndustry Venture Partners VIII LP 900001 105 18 -9,602  
sK5 Private Investors LP     18 -29,942  
tLead Edge Capital VI, LP     18 -20,098  
12 Subtotal. Add columns (b), (d), and (e) .. 47,876 4,083,042 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
4,130,918
(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 (2022)
Form 990-PF (2022)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2022)
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
2022
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) (2022)
Schedule B (Form 990) (2022) 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

$ 29,817


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
American Trading & Production
 
One South Street 2800
 
Baltimore, MD21202

$ 2,588


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
American Trading & Production
 
One South Street 2800
 
Baltimore, MD21202

$ 180,053


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
American Trading & Production
 
One South Street 2800
 
Baltimore, MD21202

$ 285,450


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
5
American Trading & Production
 
One South Street 2800
 
Baltimore, MD21202

$ 6,257


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
6
American Trading & Production
 
One South Street 2800
 
Baltimore, MD21202

$ 1,571


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2022)
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
7
American Trading & Production
 
One South Street 2800
 
Baltimore, MD21202

$ 135,056


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
8
American Trading & Production
 
One South Street 2800
 
Baltimore, MD21202

$ 5,798


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
9
American Trading & Production
 
One South Street 2800
 
Baltimore, MD21202

$ 130,409


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
10
American Trading & Production
 
One South Street 2800
 
Baltimore, MD21202

$ 75,959


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
11
American Trading & Production
 
One South Street 2800
 
Baltimore, MD21202

$ 16,659


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
12
American Trading & Production
 
One South Street 2800
 
Baltimore, MD21202

$ 266,889


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2022)
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
13
American Trading & Production
 
One South Street 2800
 
Baltimore, MD21202

$ 16,954


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
14
American Trading & Production
 
One South Street 2800
 
Baltimore, MD21202

$ 67,419


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
15
American Trading & Production
 
One South Street 2800
 
Baltimore, MD21202

$ 241,280


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
16
American Trading & Production
 
One South Street 2800
 
Baltimore, MD21202

$ 15,676


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
17
American Trading & Production
 
One South Street 2800
 
Baltimore, MD21202

$ 72,165


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
18
Arthur E Roswell
 
c/o AFS One South St Ste 2950
 
Baltimore, MD21202

$ 50,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2022)
Schedule B (Form 990) (2022)
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
2
 7 shs Accenture PLC Ireland ($2,588 FMV) $ 2,588 2022-01-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
3
 65 shs Alphabet Inc ($180,053 FMV) $ 180,053 2022-01-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
4
 1,650 shs Apple Inc ($285,450 FMV) $ 285,450 2022-01-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
5
 94 shs Brown Forman Corp ($6,257 FMV) $ 6,257 2022-01-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
6
 10 shs Disney Walt Co ($1,571 FMV) $ 1,571 2022-01-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
7
 348 shs Hope Depot Inc ($135,056 FMV) $ 135,056 2022-01-11
Schedule B (Form 990) (2022)
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
8
 15 shs Humana Inc ($5,798 FMV) $ 5,798 2022-01-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
9
 sh779 s JPMorgan Chase & Co ($130,409 FMV) $ 130,409 2022-01-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
10
 307 shs Lowes Cos Inc ($79,959 FMV) $ 75,959 2022-01-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
11
 46 shs Mastercard Inc ($16,659 FMV) $ 16,659 2022-01-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
12
 852 shs Microsoft Corp ($266,889 FMV) $ 266,889 2022-01-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
13
 201 shs Nextera Energy Inc ($16,954 FMV) $ 16,954 2022-01-11
Schedule B (Form 990) (2022)
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
14
 169 shs Northrop Grumman Corp ($72,165 FMV) $ 67,419 2022-01-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
15
 973 shs Union Pac Corp ($241,280 FMV) $ 241,280 2022-01-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
16
 74 shs Visa Inc ($15,676 FMV) $ 15,676 2022-01-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
17
 155 shs UnitedHealth Group Inc $ 72,165 2022-01-11
(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) (2022)
Schedule B (Form 990) (2022)
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) (2022)
Additional Data


Software ID:  
Software Version:  

TY 2022 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 166,400 83,200   83,200

TY 2022 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
Access Capital Community AT COST 6,842,113 5,825,113
Artisan Sustainable Emerging Markets Fund AT COST 4,895,209 3,593,691
ASF VI LP AT COST 0 141,829
AXA Secondary Fund V AT COST 0 3,073
Catalio (FKA Camden Partners) Nexus Fund II AT COST 160,162 176,550
Catalio Nexus Fund III AT COST 94,779 94,736
Catalio Nexus I (FKA Camden Partners Exelixis) AT COST 141,650 164,912
Cohen and Steers Realty AT COST 1,898,284 2,194,918
Coller International Partners V AT COST 0 2,665
Columbia Pyfrd Int'l Stock AT COST 5,224,469 5,303,012
Commonfund Int'l VI AT COST 242,455 95,069
Commonfund PE VII AT COST 72,256 271,468
Commonfund Venture VI AT COST 110,105 55,024
Ecosystem Investment Partners IV AT COST 309,535 352,114
First Eagle Global AT COST 5,058,105 7,787,333
Flag International AT COST 110,516 117,743
Flag International II AT COST 223,137 361,433
Flag Private Equity III AT COST 51,515 61,769
Flag Private Equity IV AT COST 253,427 303,508
Flag Ventures VI AT COST 126,379 194,923
Gatewood Capital Opp Fund AT COST 311,863 441,612
Industry Ventures Sec Fd VIII AT COST 566,515 1,044,531
Industry Ventures Secondary Fd VII AT COST 201,854 364,549
Ironwood International AT COST 2,425,631 6,142,079
JPMorgan Riverbridge AT COST 1,827,988 2,125,863
K5 Private Investors AT COST 403,518 499,107
Lazard GL List Infrastr Inst AT COST 3,005,776 2,740,636
Lead Edge Capital VI AT COST 80,074 97,006
Lexington Capital Partners VII AT COST 0 139,089
New Mountain Partners V AT COST 717,654 1,718,737
New Mountain Partners VI AT COST 456,688 514,432
Oaktree RE Ops Fund V AT COST 80,871 49,887
PB Strategic Partners IV (FKA CS Strategies IV) AT COST 95,378 46,541
Pointer Offshore AT COST 3,550,000 7,881,494
RBC Emerging Markets Equity AT COST 3,577,447 3,346,934
RBC International Opportunity AT COST 5,960,690 4,441,742
RCP VII Feeder, LTD AT COST 0 859,301
Rockefeller Libra Fund AT COST 11,344,665 11,351,945
Russell 1000 Growth AT COST 15,426,517 11,876,045
Russell 1000 Value AT COST 18,355,024 17,236,211
Sigular Guff III AT COST 164,764 308,435
Sigular Guff IV AT COST 241,147 232,704
SJF Ventures IV AT COST 768,340 1,179,794
SJF Ventures V AT COST 193,973 203,931
Southpoint Qualified Offshore Fund AT COST 2,500,000 3,715,378
Spur Ventures III AT COST 482,219 1,626,313
Spur Ventures IV AT COST 759,554 1,981,390
Spur Ventures V AT COST 853,046 1,535,976
Spur Ventures VI AT COST 562,369 897,921
State of Israel Jubilee issued 2021 AT COST 100,000 98,403
Strategic Partners III (FKA CSFB III) AT COST 66,718 1,335
The Rise FOF AT COST 352,906 530,194
The Rise Fund II AT COST 502,780 659,751
TIAA-CREF Social Choice Bond Fund AT COST 10,083,591 8,523,051
TPG Rise Climate AT COST 74,981 83,163
Vista Equity Partners Fund VII AT COST 736,001 1,063,652
Wellington International Quality Growth AT COST 3,238,434 3,239,097
William Blair Small Cap (FKA ICM Small Company) AT COST 4,270,618 4,492,716

TY 2022 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 0 0
Social Finance Israel - Project in Rahat - PRI 147,737 219,153 219,153


TY 2022 OtherDecreasesSchedule
Name:
The Jacob and Hilda Blaustein
 
Foundation Inc
EIN:
52-6038382
Description Amount
Tax/Cost basis difference in Atapco Stock Contributions 1,369,807
Tax/Cost basis difference in Wellington 1,242,631
Returned PRI Grant - Greenhealth - Healthcare w/o Harm 100,000


TY 2022 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
401k fees 417 0   417
Bank fee 28 0   28
Dues & Subscriptions 1,346 0   1,346
Equipment 1,587 0   1,587
Equipment Maintenance 610 0   610
Postage & Shipping 1,113 0   1,113
Software 7,429 0   7,429
Supplies 250 0   250
SVS Management fees 5,994 0   5,994
SVS Passthrough costs 7,421 0   7,421
Telephone 1,465 0   1,465
Website 480 0   480


TY 2022 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 -4,908 -4,908 -4,908
Aberdeen (FLAG) International Partners LP -2,669 -2,669 -2,669
Aberdeen (FLAG) Private Equity III LP 6 -3,782 6
Aberdeen (FLAG) Private Equity IV LP 37,515 31,633 37,515
Aberdeen (FLAG) Venture Partners VI LP 5,841 5,839 5,841
Artisan Sustainable Emerging Markets -16,790 -16,790 -16,790
Book to Tax Adjustment -814   -814
Boulder Ventures IV Annex -375 -375 -375
Catalio (Camden Partners) Nexus Fund, L.P. -5,880 -5,880 -5,880
Catalio (Camden Partners) Nexus Fund, L.P. II -4,379 -4,379 -4,379
Catalio (Camden Partners) Nexus Fund, L.P. III -5,282 -5,282 -5,282
Commonfund International Partners VI -1,708 -1,728 -1,708
Commonfund Private Equity Partners VII 3,675 -23,492 3,675
Commonfund Venture Partners VI -289 -345 -289
Ecosystem Investment Partners IV 20,964 -9,792 20,964
Gatewood Capital Opportunity Fund L.P. -11,286 -11,286 -11,286
Industry Venture Partners VII LP -330 -438 -330
Industry Venture Partners VIII LP -9,497 -9,602 -9,497
K5 Private Investors LP -29,942 -29,942 -29,942
Lead Edge Capital VI, LP -20,098 -20,098 -20,098
New Mountain Partners V (AIV-A2), LP -12 -12 -12
New Mountain Partners V (AIV-B2), LP -76 -76 -76
New Mountain Partners V (AIV-C2), LP -81 -81 -81
New Mountain Partners V (AIV-D2), LP -36 -36 -36
New Mountain Partners V, LP -5,642 -5,642 -5,642
New Mountain VI -13,508 -11,072 -13,508
New Mountain VI Aggregator -23 -23 -23
Oaktree Real Estate Opportunities Fund V -26,693 -9,255 -26,693
Rockefeller Libra QP -139,624 -139,624 -139,624
Russell 1000 Growth Fund B -27,576 -27,576 -27,576
Russell 1000 Value Fund B -30,395 -30,395 -30,395
Siguler Guff Distressed Opportunities Fd III -2,509 -2,509 -2,509
Siguler Guff Distressed Opportunities Fd IV -2,362 -2,359 -2,362
SJF Ventures IV, LP -17,429 -17,429 -17,429
SJF Ventures V, LP -16,419 -16,419 -16,419
Spur Ventures III -10,240 -10,240 -10,240
Spur Ventures IV -12,922 -12,922 -12,922
Spur Ventures V -19,071 -19,071 -19,071
Spur Ventures VI -47,502 -47,502 -47,502
Strategic Partners III, LP -184 -182 -184
Strategic Partners PB Feeder Fund IV -959 -1,140 -959
The Rise Fund FOF, LP 27,021 27,021 27,021
The Rise Fund II -17,477 -17,477 -17,477
The Rise Fund II CAYFIR AIV I-B, LP -4 -4 -4
The Rise Fund II DE AIV I, LP -24 -24 -24
The Rise Fund II SF AIV I, LP 1,372 1,372 1,372
TPG Rise Climate -12,829 -12,574 -12,829
TPG Rise Climate Cayman AIV I 173 173 173
TPG Rise Climate DE AIV I -1   -1
TPG Rise Climate FIRPTA AIV II LP -55 0 -55
Vista Equity Partners Fund VII -18,429 -18,429 -18,429
Wellington - CTF Intl Quality Growth -10,695 -10,695 -10,695


TY 2022 OtherIncreasesSchedule
Name:
The Jacob and Hilda Blaustein
 
Foundation Inc
EIN:
52-6038382
Description Amount
Tax/Cost basis difference New Mountain V 937


TY 2022 OtherLiabilitiesSchedule
Name:
The Jacob and Hilda Blaustein
 
Foundation Inc
EIN:
52-6038382
Description Beginning of Year - Book Value End of Year - Book Value
TPG Rise Climate - Losses Taken Using Debt Basis 4,590 0


TY 2022 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 30,580 30,580   0
Other Investment Fees 16,865 16,865   0
Wellington 38,937 38,937   0
Mercer 80,877 80,877   0


TY 2022 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 137,958 137,958   0
Federal/State Taxes Withheld on NII 8,885 8,885   0
Excise tax 315,531 0   0