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
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
THE HACKERMAN FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)901 DULANEY VALLEY ROAD SUITE 900
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TOWSON, MD21204
A Employer identification number

52-1459149
B Telephone number (see instructions)

(410) 296-1735
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$50,078,571
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 25,267,570
2 Check right arrow.............
3 Interest on savings and temporary cash investments 724,614 650,029  
4 Dividends and interest from securities... 607,059 606,753  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -80,169
b Gross sales price for all assets on line 6a 12,528,000
7 Capital gain net income (from Part IV, line 2)... 0
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)....... 327,764 301,164  
12 Total. Add lines 1 through 11........ 26,846,838 1,557,946  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 20,760 0   0
b Accounting fees (attach schedule)....... 69,969 0   0
c Other professional fees (attach schedule).... 101,500 0   101,500
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 16,450 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 405,173 266,517   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 613,852 266,517   101,500
25 Contributions, gifts, grants paid....... 6,648,119 6,648,119
26 Total expenses and disbursements. Add lines 24 and 25 7,261,971 266,517   6,749,619
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 19,584,867
b Net investment income (if negative, enter -0-) 1,291,429
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 19,414 34,214 34,214
2 Savings and temporary cash investments......... 249,446 154,261 154,261
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) 9,017,405 Click to see attachment
List of Attached Documents:
// Content
5,852,099
5,868,698
b Investments—corporate stock (attach schedule)....... 13,208,484 Click to see attachment
List of Attached Documents:
// Content
27,671,838
31,054,198
c Investments—corporate bonds (attach schedule)....... 3,688,215 Click to see attachment
List of Attached Documents:
// Content
4,828,913
4,770,758
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).......... 896,542 Click to see attachment
List of Attached Documents:
// Content
8,159,915
8,196,442
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 27,079,506 46,701,240 50,078,571
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)    
23 Total liabilities (add lines 17 through 22)......... 0 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 27,079,506 46,701,240
29 Total net assets or fund balances (see instructions)..... 27,079,506 46,701,240
30 Total liabilities and net assets/fund balances (see instructions). 27,079,506 46,701,240
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
27,079,506
2
Enter amount from Part I, line 27a .....................
2
19,584,867
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
36,867
4
Add lines 1, 2, and 3 ..........................
4
46,701,240
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
46,701,240
Form 990-PF (2023)
Form 990-PF (2023)
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 ST CAPITAL GAIN      
b LT CAPITAL GAIN      
c CAPITAL GAIN FROM BREVAN HOWARD - ST P    
d CAPITAL GAIN FROM BREVAN HOWARD - LT P    
e CAPITAL GAIN FROM BREVAN HOWARD - UBTI ST P    
CAPITAL GAIN FROM BREVAN HOWARD - UBTI - LT P    
CAPITAL GAIN DISTRIBUTIONS - RBC 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 7,191,293   7,242,286 -50,993
b 5,328,893   5,364,082 -35,189
c     156 -156
d 612     612
e     989 -989
    656 -656
7,202     7,202
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       -50,993
b       -35,189
c       -156
d       612
e       -989
      -656
      7,202
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 -80,169
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
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 17,951
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 17,951
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 17,951
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 4,360
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 45,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 49,360
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......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 31,409
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow31,409 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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 2023 or the taxable year beginning in 2023? 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. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
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 arrowN/A
14
The books are in care ofright arrowTAMMY FANNING Telephone no.right arrow (410) 296-1735

Located atright arrow901 DULANEY VALLEY ROAD SUITE 900TOWSONMD ZIP+4right arrow21204
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 2023, 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
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
NANCY HACKERMAN PRESIDENT / TREASURER
4.00
0 0 0
300 E JOPPA ROAD PL-6
BALTIMORE,MD21286
AUDREY REGO SECRETARY
4.00
0 0 0
8312 BERYL ROAD
PARKVILLE,MD21234
STEVEN HACKERMAN VICE PRESIDENT
4.00
0 0 0
300 E JOPPA ROAD PL-6
BALTIMORE,MD21286
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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
PLUCK LLC CONSULTING 101,500
905 DROHOMER PLACE
BALTIMORE,MD21210
SC&H GROUP INC ACCOUNTING 69,969
910 RIDGEBROOK RD
SPARKS,MD21152
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  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
48,699,180
b
Average of monthly cash balances.......................
1b
105,659
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
48,804,839
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
48,804,839
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
732,073
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
48,072,766
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,403,638
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
2,403,638
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
17,951
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
2,061
c
Add lines 2a and 2b............................
2c
20,012
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,383,626
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,383,626
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
2,383,626
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
6,749,619
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
6,749,619
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2022
(c)
2022
(d)
2023
1 Distributable amount for 2023 from Part X, line 7 2,383,626
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 2,685,496
b From 2019...... 4,188,196
c From 2020...... 3,110,960
d From 2021...... 3,353,526
e From 2022...... 2,653,355
f Total of lines 3a through e ........ 15,991,533
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 6,749,619
a Applied to 2022, 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 2023 distributable amount..... 2,383,626
e Remaining amount distributed out of corpus 4,365,993
5 Excess distributions carryover applied to 2023. 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 20,357,526
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 ..........
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 2018 not
applied on line 5 or line 7 (see instructions) ...
2,685,496
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
17,672,030
10 Analysis of line 9:
a Excess from 2019.... 4,188,196
b Excess from 2020.... 3,110,960
c Excess from 2021.... 3,353,526
d Excess from 2022.... 2,653,355
e Excess from 2023.... 4,365,993
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, 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) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
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

AGUDATH ISRAEL OF MD

7 CHURCH LANE SUITE 14
BALTIMORE,MD21208
  PC JEWISH SUPPORT SERVICES 71,000

AGUDATH ISRAEL OF BALTIMORE INC

6202 PARK HEIGHTS AVE
BALTIMORE,MD21215
  PC JEWISH SUPPORT SERVICES 10,000

AGUDATH ISRAEL OF GREENSPRING INC

PO BOX 32308
BALTIMORE,MD21282
  PC JEWISH SUPPORT SERVICES 1,500

AHAVAS TORAH INC

411 OLD CROSSING DR
PIKESVILLE,MD21208
  PC SYNOGOGUE 1,500

AHAVAS YISRAEL CHARITY FUND

115 SUDBROOK LANE SUITE E
BALTIMORE,MD21208
  PC TO FEED THOSE WHO ARE HUNGRY IN BALTIMORE PROVIDE BASIC LIVING EXPENSES TO PERSONS IN NEED IN BALTIMORE 6,300

ALEPH INSTITUTE

5804 BEACON ST
PITTSBURGH,PA15217
  PC COMMUNITY ASSISTANCE 5,000

AMERICAN FRIENDS OF KOIDENOV INC

6301 LINCOLN AVE
BALTIMORE,MD21209
  PC JEWISH SUPPORT SERVICES 1,000

AMERICAN FRIENDS OF RAMAT BET SHEMESH

285 DEWEY AVE
LAKEWOOD,NJ08701
  PC ASSISTANCE TO EDUCATIONAL INSTITUTIONS AND GRANTS TO INDIGENT SCHOLARS 3,000

AMERICAN FRIENDS OF THE ISRAEL DEMOCRACY INSTITUTE INC

1266 W PACES FERRY RD 615
ATLANTA,GA30327
  PC SUPPORTING THE DEVELOPMENT OF ISRAEL'S POLICY AND LEGISLATION 200,000

AMERICAN FRIENDS OF YESHIVA OF KODSHIM

7901 21ST AVE
BROOKLYN,NY11214
  PC SUPPORT EDUCATION IN ISRAEL, SPECIFICALLY RELATED TO RELIGION 15,000

AMERICAN FRIENDS OF YESHIVAT TIFRACH

246 ENCLAVE BLVD
LAKEWOOD,NJ08701
  PC TO PROMOTE BIBLE AND TALMUD STUDY 4,000

AMERICAN JEWISH JOINT DISTRIBUTIONCOMMITTEE INC

220 EAST 42ND STREET
NEW YORK,NY10017
  PC INTERNATIONAL SUPPORT 1,026,000

ARUGATH HABOSEM

183 WILMSON ST
BROOKLYN,NY11211
  PC JEWISH SUPPORT SERVICES 45,000

ASSOCIATED CATHOLIC CHARITIES

320 CATHEDRAL ST
BALTIMORE,MD21201
  PC PROVIDES CARE AND SERVICES TO IMPROVE THE LIVES OF MARYLANDERS IN NEED 75,000

BAIS LUBAVITCH

PO BOX 153
GETZVILLE,NY14068
  PC JEWISH SUPPORT SERVICES 9,000

BAIS TOVA

555 OAK ST
LAKEWOOD,NJ08701
  PC JEWISH SCHOOL 10,000

BAIS YAAKOV SCHOOL FOR GIRLS

6302 SMITH AVE
BALTIMORE,MD21209
  PC JEWISH SCHOOL FOR GIRLS 55,000

BALITMORE COUNTY MARYLAND

400 WASHINGTON AVENUE
TOWSON,MD21204
  GOV RAPE KIT PROCESSING 38,198

BALTIMORE ABORTION FUND

1323 N CALVERT ST STE A
BALTIMORE,MD21202
  PC FINANCIAL ASSISTANCE AND LOGISTICAL SUPPORT TO PEOPLE RECEIVING MD ABORTION CARE 25,000

BALTIMORE ANIMAL RESCUE & CARE SHELTER

2490 GILES ROAD
BALTIMORE,MD21225
  PC ANIMAL SHELTER AND ADOPTION CENTER 50,000

BALTIMORE HUNGER PROJECT

9596 DEERECO ROAD
TIMONIUM,MD21093
  GOV ELIMINATING CHILDHOOD HUNGER 75,000

BALTIMORE MUSEUM OF ART

10 ART MUSEUM DRIVE
BALTIMORE,MD21210
  PC ANNUAL FUND 170,000

BALTIMORE SYMPHONY ORCHESTRA

1212 CATHEDRAL ST
BALTIMORE,MD21201
  PC ENHANCING MARYLAND AS A CENTER OF CULTURAL VITALITY AND IMPORTANCE 25,000

BETH SHOLOM CONGREGATION ANDTALMUD TORAH

11825 SEVEN LOCKS RD
POTOMAC,MD20854
  PC JEWISH COMMUNITY CENTER 2,000

BINYAN YISROEL INC

7310 WALLIS AVE
PIKESVILLE,MD21208
  PC JEWISH SCHOOL 20,000

BLACK WOMEN BUILD - BALTIMORE

PO BOX 16564
BALTIMORE,MD21217
  PC COMMUNITY DEVELOPMENT 60,000

BMG

601 PRIVATE WAY
LAKEWOOD,NJ08701
  PC JEWISH SUPPORT SERVICES 5,000

B'NAI ISRAEL CONGREGATION OF BALTIMORE

27 LLOYD STREET
BALTIMORE,MD21202
  PC SYNOGOGUE 30,000

BNAI-NU INC

1212 REISTERSTOWN ROAD SUITE 100
BALTIMORE,MD21208
  PC JEWISH SUPPORT SERVICES 3,500

B'NOS YISROEL OF BALTIMORE

6300 PARK HEIGHTS AVENUE
BALTIMORE,MD21215
  PC JEWISH GIRLS' SCHOOL 20,000

BOLTON STREET SYNAGOGUE

212 W COLD SPRING LN
BALTIMORE,MD21210
  PC SYNOGOGUE 5,000

BOYS & GIRLS CLUBS OF METRO BALTIMORE

1201 S SHARP STREET SUITE 302
BALTIMORE,MD21230
  PC COMMUNITY ASSISTANCE 150,000

BOYS TOWN JERUSALEM FDN OF AMERICA INC

209 W 29TH STREET 6250
NEW YORK,NY10001
  PC SCHOLARSHIP FUND 16,800

BRIDGES BALTIMORE

540 E BELVEDERE AVE STE 201
BALTIMORE,MD21212
  PC YOUTH ASSISTANCE 100,000

CASH CAMPAIGN OF MARYLAND

575 S CHARLES ST STE 500
BALTIMORE,MD21201
  PC ECONOMIC ADVANCEMENT 25,000

CENTRAL SCHOLARSHIP

6 PARK CENTER COURT SUITE 211
OWINGS MILLS,MD21117
  PC HIGHER EDUCATION SCHOLARSHIPS 50,000

CHABAD AT PITTSBURGH

215 LYTTON AVENUE
PITTSBURGH,PA15213
  PC JEWISH SCHOOLS 5,000

CHABAD ISRAELI CENTER OFBALTIMORE INC

7807 SEVEN MILE LN
PIKESVILLE,MD21208
  PC JEWISH COMMUNITY CENTER 10,000

CHABAD JOHNS HOPKINS

3701 NORTH CHARLES ST
BALTIMORE,MD21218
  PC SUPPORT FOR JEWISH STUDENTS AT HOPKINS 36,000

CHABAD LUBAVITCH OF DOWNTOWN

1107 SOUTH HIGH STREET
BALTIMORE,MD21202
  PC JEWISH COMMUNITY CENTER 8,000

CHABAD LUBAVITCH OF THEPOCONOS INC

203 FREDA DR
STROUDSBURG,PA18360
  PC JEWISH COMMUNITY CENTER 3,000

CHABAD OF CORVALLIS

1370 CORWLEY AVE SE
SALEM,OR97330
  PC JEWISH COMMUNITY CENTER 10,000

CHABAD OF DOWNTOWN BALTIMORE INC

748 SUSSEX CT
SYKESVILLE,MD21784
  PC JEWISH COMMUNITY CENTER 500

CHABAD OF GLEN COVE

1447 CEDAR SWAMP RD
GLEN HEAD,NY11545
  PC JEWISH COMMUNITY CENTER 15,000

CHABAD OF SUNNY ISLES BEACH

18701 N BAY RD
SUNNY ISLES BEACH,FL33160
  PC JEWISH COMMUNITY CENTER 1,000

CHABAD PARK HEIGHTS

3402 CLARKS LANE
BALTIMORE,MD21215
  PC JEWISH PRE-SCHOOL AND ELEMENTARY 39,600

CHANICHEI HAYESHIVOS

1173 ROBIN DRIVE
LAKEWOOD,NJ08701
  PC SYNOGOGUE 2,000

CHAZAK VEMATZ CONGREGATION INC

3407 TANEY RD
BALTIMORE,MD21215
  PC SYNOGOGUE 5,000

CHEDER CHABAD

5713 PARK HEIGHTS AVE
BALTIMORE,MD21215
  PC JEWISH ELEMENTARY SCHOOL 40,000

COLEL CHABAD

806 EASTERN PARKWAY
BROOKLYN,NY11213
  PC JEWISH COMMUNITY CENTER 1,500

COLLEGEBOUND FOUNDATION

2601 SOUTH HOWARD STREET SUITE 210
BALTIMORE,MD21218
  PC SUPPORTS POSTSECONDARY EDUCATION IN BALTIMORE CITY PUBLIC SCHOOLS 100,000

COMMUNITY KOLLEL OF BALTIMORE

3800 LABYRINTH RD
BALTIMORE,MD21215
  PC JEWISH EDUCATION AND SUPPORT FOR BOYS 13,000

CONGREGATION BNEI YEHUDA

825 FOREST AVE APT 23C
LAKEWOOD,NJ08701
  PC TEMPLE 2,000

CONGREGATION DERECH CHAIM INC

6618 PEBBLE BROOKE ROAD
BALTIMORE,MD21209
  PC SYNOGOGUE 25,000

CONGREGATION KOLLEL ZICHRON BINYAMIN YOSEF INC

681 RIVER AVE STE 2C
LAKEWOOD,NJ08701
  PC SYNAGOGUE 10,000

CONGREGATION OF BIRCHAS CHAIM

1111 VINE AVE
LAKEWOOD,NJ08701
  PC JEWISH SUPPORT SERVICES 3,000

CONGREGATION SHAREI YERUSHALAYIM

3207 MARNAT RD
BALTIMORE,MD21208
  PC SYNOGOGUE 8,000

CONGREGATION ZICHRON YISROEL INC

121 E 9TH ST
LAKEWOOD,NJ08701
  PC SYNOGOGUE 10,000

ENOCH PRATT FREE LIBRARY

400 CATHEDRAL ST
BALTIMORE,MD21201
  PC ANNUAL BOARD FUND 128,000

ETZ CHAIM CENTER

3702 FORDS LANE
BALTIMORE,MD21215
  PC JEWISH COMMUNITY CENTER 9,000

EZRAS ISRAEL INC

PO BOX 2281
ROCKVILLE,MD20847
  PC SYNOGOGUE 10,000

FUND FOR EDUCATIONAL EXCELLENCE

800 NORTH CHARLES ST SUITE 400
BALTIMORE,MD21201
  PC COMMUNITY ASSISTANCE 100,000

GREENLIGHT FUND

50 MILK STREET 16TH FLOOR
BOSTON,MA02109
  PC COMMUNITY ASSISTANCE 10,000

GREENSPRING VALLEY SYNAGOGUE AND CENTER

6214 PIMLICO RD
BALTIMORE,MD21209
  PC SYNAGOGUE 5,000

HABITAT FOR HUMANITY OF THE CHESAPEAKE

3741 COMMERCE DRIVE SUITE 309
BALTIMORE,MD21227
  PC AFFORDABLE HOUSING 100,000

HACHNOSOS ORCHIM - BALTIMORE INC

6307 WIRT AVE
BALTIMORE,MD21215
  PC HOUSING FOR MEDICAL AND NEEDY 1,000

INTERNATIONAL FELLOWSHIP OF CHRISTIANS & JEWS

303 E WACKER DR SUITE 2300
CHICAGO,IL60601
  PC INTERNATIONAL SUPPORT FOR CHRISTIANS AND JEWS 36,000

JEWELS SCHOOL

31 WALKER AVE
PIKESVILLE,MD21208
  PC JEWISH SCHOOLING 11,000

JEWISH CARING NETWORK

122 SLADEAVENUE SUITE 100A
BALTIMORE,MD21208
  PC COMMUNITY ASSISTANCE 3,000

JEWISH CONTENT INC

59 MONTEBELLO RD
SUFFERN,NY10901
  PC JEWISH EDUCATIONAL MATERIALS 1,500

JEWISH UNIFORMED SERVICEASSOCIATION OF MARYLAND

2316 SUGARCONE RD
BALTIMORE,MD21209
  PC SUPPORT FOR RETIRED JEWISH LAW ENFOREMENT OFFICERS 3,000

JOHNS HOPKINS UNIVERSITY

3910 KESWICK ROAD SUITE N2100
BALTIMORE,MD21211
  PC EDUCATION 250,000

KAMENITZER YESHIVA OF JERUSALEM

1000 CROSS ST
LAKEWOOD,NJ08701
  PC RELIGIOUS EDUCATION 5,000

KEREN HACHESED

2822 AVENUE J
BROOKLYN,NY11210
  PC COMMUNITY ASSISTANCE 4,500

KHAL CHASSIDIM OF BALTIMORE

6004 PARK HEIGHTS AVE
BALTIMORE,MD21215
  PC SYNAGOGUE 5,000

KOLLEL HAMICHANCHIM

3708 W STRATHMORE AVE
BALTIMORE,MD21215
  PC COMMUNITY ASSISTANCE 20,000

KOLLEL INTERNATIONAL INC

212 CENTRAL AVE
LAKEWOOD,NJ08701
  PC COMMUNITY ASSISTANCE 63,000

LET'S GO BOYS & GIRLS INC

574 RITCHIE HWY SUITE E-193
SEVERNA PARK,MD21146
  PC YOUTH EDUCATION 40,000

LIFEBRIDGE HEALTH

2401 W BELVEDERE AVE
BALTIMORE,MD21215
  PC MEDICAL SYSTEM SUPPORT 100,000

LUBAVITCH OF HOWARD COUNTY

770 HOWES LN
COLUMBIA,MD21044
  PC JEWISH COMMUNITY CENTER 5,000

MESILAT YESHARIM INC IN-CARE-OF MOSHE HARIR

2112 E 4TH ST
BROOKLYN,NY11223
  PC HOSPITAL CARE 5,000

MESIVTA N'EIMUS HATORAH

6104 PARK HEIGHTS AVE
BALTIMORE,MD21215
  PC JEWISH SCHOOL 5,000

MESIVTA SHAAREI CHAIM CORP

3704 MENLO DR
BALTIMORE,MD21215
  PC SECONDARY EDUCATION 15,000

NACHLAS HATORAH

3917 W STRATHMORE AVE
BALTIMORE,MD21215
  PC SYNOGOGUE 1,500

NER ISRAEL RABBINICAL COLLEGE

400 MT WILSON LN
BALTIMORE,MD21215
  PC RABBINICAL COLLEGE 55,000

OHR MENACHEM JEWISH CENTER INC

3701 N CHARLES ST
BALTIMORE,MD21218
  PC JEWISH COMMUNITY CENTER 100,000

PARKS & PEOPLE FOUNDATION

2100 LIBERTY HEIGHTS AVENUE
BALTIMORE,MD21217
  PC CONSERVATION 60,000

PLANNED PARENTHOOD OF MD

330 NORTH HOWARD STREET
BALTIMORE,MD21201
  PC REPRODUCTIVE HEALTHCARE 100,000

PROJECT EZRA

25 HOOKS LN STE 312
PIKESVILLE,MD21208
  PC COMMUNITY ASSISTANCE 4,000

ROCKEFELLER PHILANTHROPY ADVISORS INC

120 BROADWAY SUITE 3475
NEW YORK,NY10271
  PC PHILANTHROPIC SUPPORT 500,000

SEASON OF JUSTICE

49 BOONE VILLAGE 251
INDIANAPOLIS,IN46077
  PC PROVIDES FUNDING TO INVESTIGATIVE AGENCIES 165,000

SHALVAT CHAYIM

1375 CONEY ISLAND AVE 113
BROOKLYN,NY11230
  PC GROUP HOMES FOR THE MENTALLY CHALLENGED IN ISRAEL 1,000

SHEMA ISRAEL CENTER INC

3923 BANCROFT ROAD
BALTIMORE,MD21215
  PC JEWISH AWARENESS ACTIVITIES 2,500

SHOMREI MISHMERES HAKODESH

2821 W STRATHMORE AVE
BALTIMORE,MD21209
  PC CONGREGATION SUPPORT 3,000

SHORESH INC

3723 OLD COURT RD STE 206
BALTIMORE,MD21208
  PC JEWISH SUPPORT SERVICES 250

SISTER'S CIRCLE

PO BOX 84
TIMONIUM,MD21094
  PC SUPPORT FOR YOUNG WOMEN 20,000

SOUTHEAST COMMUNITY DEVELOPMENT CENTER

3323 EASTERN AVE STE 200
BALTIMORE,MD21224
  PC COMMUNITY SUPPORT 40,000

SPRING BOARD COMMUNITY SERVICES

4623 FALLS RD
BALTIMORE,MD21209
  PC COMMUNITY ASSISTANCE 80,000

ST AMBROSE HOUSING AID CENTER INC

321 E 25TH STREET
BALTIMORE,MD21218
  PC CREATE EQUAL HOUSING OPPORTUNITIES 100,000

TALMUDICAL ACADEMY OF BALTIMORE INC

4445 OLD COURT ROAD
PIKESVILLE,MD21208
  PC SCHOLARSHIP CONTRIBUTION 55,000

TASHBAR

3419 OLD COURT RD
BALTIMORE,MD21208
  PC JEWISH EDUCATION 20,000

THE ASSOCIATED

101 W MT ROYAL AVE
BALTIMORE,MD21201
  PC ANNUAL FUND 810,000

THE ROHR CHABAD JEWISH CENTER AT TOWSON

14 AIGBURTH RD
TOWSON,MD21286
  PC JEWISH STUDENT CENTER 7,500

THE SAMARITAN COMMUNITY

1407 BOLTON ST
BALTIMORE,MD21217
  PC COMMUNITY ASSISTANCE 100,000

THE UNITED WAY OF CENTRAL MARYLAND INC

1800 WASHINGTON BLVD SUITE 340
BALTIMORE,MD21230
  PC COMMUNITY ASSISTANCE 25,000

TIZMORET INC

2430 MILITARY ROAD 317
NIAGARA FALLS,NY14304
  PC JEWISH GIRLS' ART CAMP 1,500

TORAH INSTITUTE OF BALTIMORE

35 ROSEWOOD LANE
OWINGS MILLS,MD21117
  PC RELIGIOUS SCHOOL SCHOLARSHIP PROGRAM 55,000

TORAH SCHOOLS FOR ISRAEL

1607 45TH ST STE A
BROOKLYN,NY11204
  PC JEWISH EDUCATION 5,000

TURNAROUND INC

8503 LASALLE ROAD FL 2
TOWSON,MD21286
  PC SUPPORT SERVICES 67,871

TZEIREI ANASH

6706 CROSS COUNTRY BLVD
BALTIMORE,MD21215
  PC SYNAGOGUE 1,000

UMB FOUNDATION

220 ARCH ST 13TH FLOOR
BALTIMORE,MD21201
  PC EDUCATION 50,000

VANDERBILT COLLEGE - CHABAD

111 23RD AVE N
NASHVILLE,TN37203
  PC JEWISH COMMUNITY CENTER 4,000

WEEKEND BACKPACKS

PO BOX 21486
BALTIMORE,MD21282
  PC COMMUNITY ASSISTANCE 10,000

WOMEN'S HEALTH CENTER OF WEST VIRGINIA

PO BOX 20580
CHARLESTON,WV25362
  PC PROVIDE AND ADVOCATE FOR AFFORDABLE HEALTHCARE 100,000

YAD L ACHIM PEYLEI ISRAEL

4018 18TH AVE
BROOKLYN,NY11218
  PC OUTREACH AGAINST CONVERSION 1,000

YAD MENACHEM

1469 PRESIDENT ST APT 30
BROOKLYN,NY11213
  PC TUITION ASSISTANCE 1,000

YESHIVA AND MESIVTA OF BALTIMORE

6823 OLD PIMLICO ROAD
BALTIMORE,MD21209
  PC JEWISH SCHOOL 6,100

YESHIVA BAIS MOSHE

201 E 5TH ST
LAKEWOOD,NJ08701
  PC JEWISH SCHOOL 5,000

YESHIVA GEDOLAH KNESSES BAIS YISROEL

1731 RIDGE AVE
LAKEWOOD,NJ08701
  PC JEWISH SCHOOL 5,000

YESHIVA ORCHOS CHAIM INC

410 OBERLIN AVE S
LAKEWOOD,NJ08701
  PC JEWISH EDUCATION 3,000

YESHIVAS LUBAVITCH OF BALTIMOREINC

6702 PARK HEIGHTS AVE
BALTIMORE,MD21215
  PC JEWISH COMMUNITY CENTER 65,000

YESHIVAS MIR YERUSHALAYIM

5227 NEW UTRECHT AVENUE
BROOKLYN,NY11219
  PC JEWISH SCHOOL 7,500

YESHIVAS OHR YISSOCHOR ACADEMY

PO BOX 1003
LAKEWOOD,NJ08710
  PC JEWISH EDUCATION 300,000

YESHIVAS TORAS CHAIM

3913 PINKNEY ROAD
BALTIMORE,MD21225
  PC JEWISH SCHOOL 9,000

YESHIVAS TORAS SIMCHA

110 SUDBROOK LANE
PIKESVILLE,MD21208
  PC CONGREGATION SUPPORT 3,000

YESODEI HATORAH OF BALTIMORE

2509 SUMMERSON ROAD
BALTIMORE,MD21209
  PC JEWISH SCHOOL 7,000
Total .................................right arrow 3a 6,648,119
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 ...........
900001 74,585 14 650,029  
4 Dividends and interest from securities .... 900001 306 14 606,753  
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 ..... 900001 26,600 14 301,164  
8 Gain or (loss) from sales of assets other than
inventory ............
900001 -1,645 18 -78,524  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 99,846 1,479,422 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,579,268
(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 (2023)
Form 990-PF (2023)
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.
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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 (2023)
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
2023
Name of the organization
THE HACKERMAN FOUNDATION INC
 
Employer identification number

52-1459149
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) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
THE HACKERMAN FOUNDATION INC
 
Employer identification number
52-1459149
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
THE WHITING-TURNER CONTRACTING COMPANY
 
300 E JOPPA ROAD 8TH FLOOR
 
BALTIMORE, MD21286

$ 3,948,843


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
2
LILLIAN HACKERMAN CHARITABLE LEAD TRUST
 
300 E JOPPA ROAD 8TH FLOOR
 
BALTIMORE, MD21286

$ 21,318,727


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
THE HACKERMAN FOUNDATION INC
 
Employer identification number

52-1459149
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
THE HACKERMAN FOUNDATION INC
 
Employer identification number

52-1459149
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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
THE HACKERMAN FOUNDATION INC
EIN:
52-1459149
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 69,969 0   0

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE HACKERMAN FOUNDATION INC
EIN:
52-1459149
Name of Bond End of Year Book Value End of Year Fair Market Value
BANK OF AMERICA JR SUBORDINATED 6.1% 53,305 49,422
BANK OF AMERICA JR SUBORDINATED 6.5% 52,984 49,767
BANK OF AMERICA CORP 6% 497,500 501,080
BANK OF AMERICA CORP DEP SHS REP 1/25TH NON-CUM SER TT 150,938 148,475
GOLDMAN SACHS 4.25% 100,028 98,167
GOLDMAN SACHS 5% 298,950 299,280
GOLDMAN SACHS 6.125% 496,250 491,715
JP MORGAN CHASE FINL SER R PERPETUAL NOTE 6.0% 50,506 50,438
JP MORGAN CHASE 5.1% 249,975 242,263
JP MORGAN CHASE 6% 198,600 200,744
MORGAN STANLEY 6.5% 203,758 209,360
CITIGROUP 5% 199,000 196,206
CITIGROUP 7.375% 101,000 101,213
WELLS FARGO 5.875% 158,733 148,581
WELLS FARGO 6% 495,000 504,205
BANK OF AMERICA SUBORDINATED 4.0% 99,893 98,660
GOLDMAN SACHS GROUP INC 4.25& 100,300 98,167
BANK OF AMERICA 1/25TH 6.125% 150,938 148,475
GS FINANCE CORP BAR-MLN-SPX 531,368 558,900
GS FINANCE CORP MLN COMMODITY BASKET 639,887 575,640

TY 2023 InvestmentsCorpStockSchedule
Name:
THE HACKERMAN FOUNDATION INC
EIN:
52-1459149
Name of Stock End of Year Book Value End of Year Fair Market Value
ALPHABET INC 67,793 188,582
AMAZON.COM INC 159,104 197,522
APPLE, INC 176,477 385,060
BERKSHIRE HATHAWAY INC DEL CL B 213,287 249,662
COCA COLA 246,778 247,860
CONSTELLATION BRANDS INC 178,343 207,422
DEERE& CO 239,481 263,514
GOLDMAN SACHS ETF TRUST 336,581 388,561
HOME DEPOT 235,170 304,964
INVESCO SP500 EQUAL WEIGHT ETF 226,950 236,700
IQVIA HOLDINGS INC 116,466 138,134
MASTERCARD 233,110 281,497
MICROSOFT 242,138 526,456
SALESFORCE 136,212 202,618
T ROWE PRICE DIVIDEND GROWTH FUND INC 223,431 284,291
UNITEDHEALTH GROUP INC 178,395 194,794
VANGUARD DIVIDEND GROWTH 261,109 326,500
VANGUARD GROWTH ETF 372,690 509,843
VANGUARD INDEX TOTAL STOCK MARKET ETF 553,084 830,270
VANGUARD VALUE ETF 175,820 183,287
WALT DISNEY CO 183,416 153,493
WALMART INC 140,630 157,650
VISA 272,297 390,525
CISCO SYSTEMS INC 124,566 136,404
ISHARES RUSSELL 1000 GROWTH ETF 396,315 505,688
ISHARES CORE DIVIDEND GROWTH ETF 397,172 430,560
ISHARES CORE S&P 500 ETF 1,094,854 1,385,127
ISHARES CORE S&P U.S. VALUE ETF 232,366 272,470
ISHARES MSCI USA QUALITY FACTOR ETF 452,619 514,990
ISHARES MSCI EMERGING MARKETS EX CHINA ETF 205,817 221,640
MCDONALD'S CORP 245,769 298,289
MERCK & CO INC 136,323 141,726
PEPSI INC 93,845 106,150
PFIZER INC 123,170 82,714
VANGUARD DIVIDEND APPRECIATION ETF 325,403 367,382
VANGUARD STAR FUND 337,274 347,760
ABBVIE INC 33,215 47,266
APPLE INC 37,537 52,946
BERKSHIRE HATHAWAY INC DEL CL B 42,920 42,799
CISCO SYSTEMS INC 36,665 35,364
COCA COLA COMPANY 37,758 41,251
CONSTELLATION BRANDS INC CLA 24,907 25,142
GOLDMAN SACHS ETF TRUST 101,693 112,572
ISHARES CORE S&P 500 ETF 156,938 191,052
ISHARES RUSSELL 1000 ETF 111,993 118,017
ISHARES CORE DIVIDEND GROWTH ETF 99,198 107,640
MCDONALDS CORP 31,065 38,546
MICROSOFT CORP 41,943 58,286
UNION PACIFIC CORP 24,539 27,018
VANGUARD INDEX FUNDS VANGUARD VALUE ETF 110,397 119,600
VISA INC CL A COMMON STOCK 38,942 44,260
VANGUARD DIVIDEND GROWTH 107,873 103,244
GS FINANCE CORP BA-GEARS SPX 4/28/28 500,000 531,500
GS FINANCE CORP BA-GEARS INTL BASKET 4/28/28 500,000 521,500
GS FINANCE CORP TA-GEARS RTY 500,000 520,500
CANADIAN IMPERIAL BANK CA-GEARS SPY 500,000 599,215
CANADIAN IMPERIAL BANK L/O TC-CYN RTY SPX SX5E 500,000 499,100
BARCLAYS BANK PLC 500,000 502,500
MORGAN STANLEY FINANCE T-SS INTL BASKET 500,000 583,250
MORGAN STANLEY FINANCE T-SS SPX 8/18/27 500,000 541,750
MORGAN STANLEY FINANCE TAR-SS MXEF 8/18/27 500,000 495,800
MORGAN STANLEY FINANCE TSS SPX 9/30/27 250,000 313,375
MORGAN STANLEY FINANCE TAR-SS INTL BASKET 250,000 291,625
MORGAN STANLEY FINANCE TAR-SS MXEF 9/30/27 250,000 286,075
MORGAN STANLEY FINANCE TAR-SS MXEF 2/29/28 500,000 515,500
MORGAN STANLEY FINANCE T-GEARS INTL BASKET 06/30/2032 500,000 546,500
MORGAN STANLEY FINANCE TA-GEARS SPX 05/05/28 500,000 531,750
MORGAN STANLEY FINANCE TA-GEARS SPX 05/16/2030 500,000 531,750
JPMORGAN CHASE FINANCIAL C-GEARS SPX 500,000 567,500
JPMORGAN CHASE FINANCIAL TA-GEARS INTL BASKET 6/21/28 750,000 746,250
UBS AG C-GEARS RTY 4/30/24 500,000 546,500
UBS AG C-GEARS INTL BASKET 500,000 571,000
UBS AG C-GEARS RTY 8/30/24 550,000 587,950
BOFA FINANCE LLC L/O TC-CYN RTY SPX SX5E 5/16/25 500,000 501,500
BOFA FINANCE LLC L/O TC-CYN RTY SPX SX5E 9/9/26 500,000 498,000
BOFA FINANCE LLC L/O TC-CYN RTY SPX SX5E 10/25/28 1,000,000 1,034,000
BNP PARIBAS BA-GEARS SPX 500,000 495,900
BNP PARIBAS BA-GEARS RTY 12/31/26 500,000 496,550
BNP PARIBAS BA-GEARS RTY 07/20/28 1,000,000 1,039,000
BNP PARIBAS TA-GEARS INTL BASKET 1,000,000 993,000
BOFA FINANCE LLC L/O TC-CYN RTY SPX SX5E 2/12/27 1,000,000 998,000
BARCLAYS BANK PLC TAR-SS INTL BASKET 2/29/28 500,000 524,000
ROYAL BANK OF CANADA GEARS NKY 750,000 818,250

TY 2023 InvestmentsGovtObligationsSch
Name:
THE HACKERMAN FOUNDATION INC
EIN:
52-1459149
US Government Securities - End of Year Book Value:

5,852,099
US Government Securities - End of Year Fair Market Value:

5,868,698
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2023 InvestmentsOtherSchedule2
Name:
THE HACKERMAN FOUNDATION INC
EIN:
52-1459149
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
JP MORGAN EXCHANGE TRADE FUND TRUST JP MORGAN EQUITY AT COST 485,100 488,827
PROLOGIS INC AT COST 116,278 131,567
JP MORGAN EXCHANGE TRADE FUND TRUST JP MORGAN EQUITY PREMIUM ETF AT COST 148,228 148,446
BREVAN HOWARD ALPHA STRATEGIES FD LP AT COST 1,022,752 1,018,520
ARES PRIVATE MARKETS FUND INVESTED AT COST 2,980,568 2,950,568
ICAPITAL APOLLO ALIGNED ALTS ACCESS FD AT COST 1,004,952 1,033,850
KKR PRIVATE EQUITY CONGLOMERATE LLC AT COST 1,006,693 1,029,320
CIBUS ANNA FUND II LP AT COST 179,005 179,005
ICAPITAL-BREP X OFFSHORE ACCESS FD LP AT COST 66,024 66,024
PORTFOLIO ADVISORS PVT EQUITYFUND 2022 AT COST 1,150,315 1,150,315

TY 2023 LegalFeesSchedule
Name:
THE HACKERMAN FOUNDATION INC
EIN:
52-1459149
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 20,760 0   0


TY 2023 OtherExpensesSchedule
Name:
THE HACKERMAN FOUNDATION INC
EIN:
52-1459149
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES 325,880 197,514   0
INVESTMENT INTEREST 10,982 885   0
BANK FEES 68,118 68,118   0
OFFICE EXPENSE 193 0   0


TY 2023 OtherIncomeSchedule2
Name:
THE HACKERMAN FOUNDATION INC
EIN:
52-1459149
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INVESTMENT INCOME - UBS 282,725 282,725 282,725
OTHER INVESTMENT INCOME - ALTERNATIVE INVESTMENTS 18,439 18,439 18,439
OTHER INVESTMENT INCOME - ALTERNATIVE INVESTMENTS - UBTI 26,600 0 26,600


TY 2023 OtherIncreasesSchedule
Name:
THE HACKERMAN FOUNDATION INC
EIN:
52-1459149
Description Amount
BOOK / TAX ADJUSTMENT 34,318
PRIOR PERIOD ADJUSTMENT 2,549


TY 2023 OtherProfessionalFeesSchedule
Name:
THE HACKERMAN FOUNDATION INC
EIN:
52-1459149
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONSULTING FEES 101,500 0   101,500


TY 2023 SubstantialContributorsSch
Name:
THE HACKERMAN FOUNDATION INC
EIN:
52-1459149
Name Address
THE WHITING-TURNER CONTRACTING COMPANY
 
300 E JOPPA ROAD 8TH FLOOR
TOWSON,MD21286
LILLIAN HACKERMAN CHARITABLE LEAD TRUST
 
300 E JOPPA ROAD 8TH FLOOR
TOWSON,MD21286


TY 2023 TaxesSchedule
Name:
THE HACKERMAN FOUNDATION INC
EIN:
52-1459149
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,292 0   0
UBIT 15,158 0   0