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 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$141,791,754J 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) 1,550,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 1,063 1,063  
4 Dividends and interest from securities... 2,403,578 2,403,578  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 6,123,807
b Gross sales price for all assets on line 6a 47,352,079
7 Capital gain net income (from Part IV, line 2)... 6,123,807
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
-625,246 -622,424  
12 Total. Add lines 1 through 11........ 9,453,202 7,906,024  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 219,553 0   219,553
14 Other employee salaries and wages...... 263,599 0   263,599
15 Pension plans, employee benefits....... 161,035 0   161,035
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
156,800 78,400   78,400
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
252,684 230,236   22,448
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
156,027 136,010   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 56,607 0   56,607
21 Travel, conferences, and meetings....... 9,342 0   9,342
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
43,211 0   43,211
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,318,858 444,646   854,195
25 Contributions, gifts, grants paid....... 9,032,286 9,032,286
26 Total expenses and disbursements. Add lines 24 and 25 10,351,144 444,646   9,886,481
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -897,942
b Net investment income (if negative, enter -0-) 7,461,378
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.............      
2 Savings and temporary cash investments......... 2,012,462 3,227,410 3,227,410
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).......... 120,153,690 Click to see attachment
List of Attached Documents:
// Content
113,582,071 		133,193,278
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
1,380,317 		Click to see attachment
List of Attached Documents:
// Content
5,364,102 		Click to see attachment
List of Attached Documents:
// Content
5,371,066
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 123,546,469 122,173,583 141,791,754
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 123,546,469 122,173,583
29 Total net assets or fund balances (see instructions)..... 123,546,469 122,173,583
30 Total liabilities and net assets/fund balances (see instructions). 123,546,469 122,173,583
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
123,546,469
2
Enter amount from Part I, line 27a .....................
2
-897,942
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
989,710
4
Add lines 1, 2, and 3 ..........................
4
123,638,237
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,464,654
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
122,173,583
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 Acadian International All Cap Fund P 2023-01-01 2023-12-31
b Acadian International All Cap Fund P 2022-01-01 2023-12-31
c Artisan Sustainable Emerging Markets P 2023-01-01 2023-12-31
d Artisan Sustainable Emerging Markets P 2022-01-01 2023-12-31
e Catalio (Camden Partners) Nexus Fund, L.P. P 2022-01-01 2023-12-31
Catalio (Camden Partners) Nexus Fund, L.P. II P 2022-01-01 2023-12-31
Catalio (Camden Partners) Nexus Fund, L.P. III P 2022-01-01 2023-12-31
Catalio (Camden Partners) Nexus Fund, L.P. III P 2023-01-01 2023-12-31
Coller International - Distribution in excess of basis P   2023-12-31
Commonfund International Partners VI P 2023-01-01 2023-12-31
Commonfund International Partners VI P 2022-01-01 2023-12-31
Commonfund Private Equity Partners VII P 2023-01-01 2023-12-31
Commonfund Private Equity Partners VII P 2022-01-01 2023-12-31
Commonfund Venture Partners VI P 2022-01-01 2023-12-31
Commonfund Venture Partners VI P 2023-01-01 2023-12-31
Ecosystem Investment Partners IV P 2022-01-01 2023-12-31
Gatewood Capital Opportunity Fund L.P. P 2023-01-01 2023-12-31
Gatewood Capital Opportunity Fund L.P. P 2022-01-01 2023-12-31
HighVista International Partners II LP P 2022-01-01 2023-12-31
HighVista International Partners II LP P 2023-01-01 2023-12-31
HighVista International Partners LP P 2023-01-01 2023-12-31
HighVista International Partners LP P 2022-01-01 2023-12-31
HighVista Private Equity III LP P 2023-01-01 2023-12-31
HighVista Private Equity III LP P 2022-01-01 2023-12-31
HighVista Private Equity IV LP P 2023-01-01 2023-12-31
HighVista Private Equity IV LP P 2022-01-01 2023-12-31
HighVista Venture Capital VI LP P 2023-01-01 2023-12-31
HighVista Venture Capital VI LP P 2022-01-01 2023-12-31
Industry Venture Partners VII LP P 2023-01-01 2023-12-31
Industry Venture Partners VII LP P 2022-01-01 2023-12-31
Industry Venture Partners VIII LP P 2023-01-01 2023-12-31
Industry Venture Partners VIII LP P 2022-01-01 2023-12-31
K5 Private Investors LP P 2022-01-01 2023-12-31
K5 Private Investors LP P 2023-01-01 2023-12-31
LCP VII - Distribution in excess of basis P   2023-12-31
Lead Edge Capital VI, LP P 2023-01-01 2023-12-31
Lead Edge Capital VI, LP P 2022-01-01 2023-12-31
Legal & General MSCI EAFE Fund LLC P 2023-01-01 2023-12-31
Legal & General MSCI EAFE Fund LLC P 2022-01-01 2023-12-31
New Mountain Partners V (AIV-C2), LP P 2022-01-01 2023-12-31
New Mountain Partners V (AIV-D2), LP P 2022-01-01 2023-12-31
New Mountain Partners V, LP P 2022-01-01 2023-12-31
New Mountain VI P 2023-01-01 2023-12-31
Oaktree Real Estate Opportunities Fund V P 2022-01-01 2023-12-31
Ownership Capital Global Equity (USD) Fund, LP P 2023-01-01 2023-12-31
Ownership Capital Global Equity (USD) Fund, LP P 2022-01-01 2023-12-31
OZM Mezzanine II - Distribution in excess of basis P    
PB Strategic Partners Feeder Fund IV P 2022-01-01 2023-12-31
PB Strategic Partners Feeder Fund IV P 2023-01-01 2023-12-31
Publicly traded securities     2023-12-31
RCP VII Feeder - Distribution in excess of basis P   2023-12-31
Rockefeller Libra QP P 2022-01-01 2023-12-31
Rockefeller Libra QP P 2023-01-01 2023-12-31
Russell 1000 Growth Fund B P 2022-01-01 2023-12-31
Russell 1000 Growth Fund B P 2023-01-01 2023-12-31
Russell 1000 Value Fund B P 2023-01-01 2023-12-31
Russell 1000 Value Fund B P 2022-01-01 2023-12-31
Siguler Guff Distressed Opportunities Fd III P 2023-01-01 2023-12-31
Siguler Guff Distressed Opportunities Fd III P 2022-01-01 2023-12-31
Siguler Guff Distressed Opportunities Fd IV P 2022-01-01 2023-12-31
SJF Ventures IV, LP P 2022-01-01 2023-12-31
SJF Ventures IV, LP P 2023-01-01 2023-12-31
SJF Ventures V, LP P 2022-01-01 2023-12-31
Spur Ventures III P 2022-01-01 2023-12-31
Spur Ventures III P 2023-01-01 2023-12-31
Spur Ventures IV P 2023-01-01 2023-12-31
Spur Ventures IV P 2022-01-01 2023-12-31
Spur Ventures V P 2023-01-01 2023-12-31
Spur Ventures V P 2022-01-01 2023-12-31
Spur Ventures VI P 2023-01-01 2023-12-31
Spur Ventures VI P 2022-01-01 2023-12-31
Strategic Partners III - loss on disposal P 2022-01-01 2023-12-31
Strategic Partners III, LP P 2022-01-01 2023-12-31
The Rise Fund FOF, LP P 2023-01-01 2023-12-31
The Rise Fund FOF, LP P 2022-01-01 2023-12-31
The Rise Fund II DE AIV I, LP P 2022-01-01 2023-12-31
TPG Rise Climate DE AIV I P 2022-01-01 2023-12-31
Wellington - CTF Intl Quality Growth P 2023-01-01 2023-12-31
Wellington - CTF Intl Quality Growth P 2022-01-01 2023-12-31
Wellington - loss on disposal P 2022-01-01 2023-12-31
PB Strategic Partners Feeder Fund IV - Distrib in excess of basis P 2022-01-01 2023-12-31
New Mountain Partners V - Distribution in excess of basis P 2022-01-01 2023-12-31
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     13,190 -13,190
b     18,030 -18,030
c     2,677 -2,677
d     733,416 -733,416
e 6,738     6,738
    2,790 -2,790
8,085     8,085
11,404     11,404
2,659     2,659
18     18
9,207     9,207
166     166
81,734     81,734
    9,602 -9,602
7     7
    4,644 -4,644
    2,997 -2,997
6,769     6,769
22,793     22,793
74     74
8,455     8,455
14,055     14,055
13     13
3,701     3,701
1     1
    3,191 -3,191
    604 -604
3,465     3,465
    60 -60
65,748     65,748
577     577
51,159     51,159
45     45
5,129     5,129
25,474     25,474
1,272     1,272
885     885
2,973     2,973
196,610     196,610
322,555     322,555
112     112
138,864     138,864
161     161
4,466     4,466
    17,688 -17,688
158,947     158,947
527     527
    1,113 -1,113
    18 -18
43,621,748   39,118,160 4,503,588
82,494     82,494
686,794     686,794
265,952     265,952
648,505     648,505
10,417     10,417
262,667     262,667
371,995     371,995
    232 -232
    1,032 -1,032
476     476
    141,813 -141,813
28     28
    12,365 -12,365
37,942     37,942
520     520
1,196     1,196
71,031     71,031
518     518
27,531     27,531
    61 -61
879     879
    3,703 -3,703
    66,942 -66,942
1     1
1,382     1,382
2,864     2,864
3,547     3,547
25,245     25,245
    69,183 -69,183
    1,004,761 -1,004,761
6,055     6,055
2,962     2,962
64,482     64,482
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       -13,190
b       -18,030
c       -2,677
d       -733,416
e       6,738
      -2,790
      8,085
      11,404
      2,659
      18
      9,207
      166
      81,734
      -9,602
      7
      -4,644
      -2,997
      6,769
      22,793
      74
      8,455
      14,055
      13
      3,701
      1
      -3,191
      -604
      3,465
      -60
      65,748
      577
      51,159
      45
      5,129
      25,474
      1,272
      885
      2,973
      196,610
      322,555
      112
      138,864
      161
      4,466
      -17,688
      158,947
      527
      -1,113
      -18
      4,503,588
      82,494
      686,794
      265,952
      648,505
      10,417
      262,667
      371,995
      -232
      -1,032
      476
      -141,813
      28
      -12,365
      37,942
      520
      1,196
      71,031
      518
      27,531
      -61
      879
      -3,703
      -66,942
      1
      1,382
      2,864
      3,547
      25,245
      -69,183
      -1,004,761
      6,055
      2,962
      64,482
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 6,123,807
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) 1 103,713
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........................... 3 103,713
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- ..... 5 103,713
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 93,757
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 50,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 143,757
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 40,044
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow40,044 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. ...............................
10
 
No
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 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
Michael J Hirschhorn President & Director
30.00 		104,455 48,313 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 		115,098 22,922 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
Stephen J Bass Treasurer
0.00 		0 0 0
c/o AFS One South St 2950
Baltimore,MD21202
Sandra L Glock Assistant Treasurer
0.00 		0 0 0
c/o AFS One South St 2950
Baltimore,MD21202
Daniel B Hirschhorn Assistant Treasurer
0.00 		0 0 0
c/o AFS One South St 2950
Baltimore,MD21202
Anne L Shelton Assistant Treasurer
0.00 		0 0 0
c/o AFS One South St 2950
Baltimore,MD21202
Jennifer L Bove Assistant 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
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
35.00 		147,108 39,698 0
One South Street 2900
Baltimore,MD21202
Lara Hall Program Officer
15.00 		67,161 5,698 0
One South Street 2900
Baltimore,MD21202
April Crowder Grant Administrator
25.00 		49,330 8,858 0
One South Street 2900
Baltimore,MD21202
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
Atapco Financial Services Inc Acct, Tax & Invest. 156,800
One South Street 2950
Baltimore,MD212023298
Mercer Inv Counsel/Mgmt Fee 145,176
500 West Madison St 2740
Chicago,IL60661
Spur Ventures (via K-1) Investment Management 110,949
2370 Nowata Place
Bartlesville,OK74006
Rockefeller & Company (via K-1) Investment Management 91,690
30 Rockefeller Plaza Suite 5425
New York,NY10112
PB Strategic Partners Feeder Fd IV (via K-1) Investment Management 65,277
11 Madison Ave 9th Floor
New York,NY10010
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 Koret Israel Economic Development Funds - support for the SAWA micro-finance fund for low-income women 200,000
2 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 50,189
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow250,189
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
132,876,147
b
Average of monthly cash balances.......................
1b
4,578,737
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
137,454,884
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
137,454,884
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,061,823
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
135,393,061
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
6,769,653
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
6,769,653
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
103,713
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
103,713
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
6,665,940
4
Recoveries of amounts treated as qualifying distributions................
4
135,700
5
Add lines 3 and 4............................
5
6,801,640
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
6,801,640
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
9,886,481
b
Program-related investments—total from Part VIII-B..................
1b
250,189
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
10,136,670
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 6,801,640
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...... 2,383,705
b From 2019...... 2,691,982
c From 2020...... 2,988,621
d From 2021...... 1,723,972
e From 2022...... 2,361,236
f Total of lines 3a through e ........ 12,149,516
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 10,136,670
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..... 6,801,640
e Remaining amount distributed out of corpus 3,335,030
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 15,484,546
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) ... 		2,383,705
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		13,100,841
10 Analysis of line 9:
a Excess from 2019.... 2,691,982
b Excess from 2020.... 2,988,621
c Excess from 2021.... 1,723,972
d Excess from 2022.... 2,361,236
e Excess from 2023.... 3,335,030
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 e-mail address of the person to whom applications should be addressed:
Michael J Hirschhorn Regan Ralph
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 (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

100 Black Men of Maryland

4413 Liberty Heights Ave
Gwynn Oak,MD21207 		n/a 501(c)(3) general support 2,500

Adamah

5425 Mount Gilead Road
Reisterstown,MD211364110 		n/a 501(c)(3) general support 50,000

American Civil Liberties Union Foundation of Maryland

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

American Friends of ELI

P O Box 12
Merion Station,PA19066 		n/a 501(c)(3) support for emergency response to the Israel-Hamas War 35,000

American Friends of ELI

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

American Friends of ITIM

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

American Friends of NATAL

1120 Avenue of the Americas 4th
Floor
New York,NY100366700 		n/a 501(c)(3) support for emergency response to the Israel-Hamas War 35,000

American Friends of the Heschel Center Inc

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

American Jewish World Service

45 West 36th Street
New York,MD10018 		n/a 501(c)(3) 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(c)(3) general support 25,000

Americans for Ben-Gurion University

1001 Avenue of the Americas 19th
Floor
New York,NY10018 		n/a 501(c)(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(c)(3) support for emergency response to the Israel-Hamas war 35,000

Americans for Ben-Gurion University

1001 Avenue of the Americas 19th
Floor
New York,NY10018 		n/a 501(c)(3) support for Gateway to the Academy, a preparatory year for Bedouin students at Ben Gurion University 50,000

Arts Every Day Inc

1505 Eutaw Place Suite 204
Baltimore,MD21217 		n/a 501(c)(3) general support 35,000

Arts for Learning Maryland

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

Asylum Access

344 Thomas L Berkley Way
Oakland,CA94612 		n/a 501(c)(3) 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(c)(3) general support 50,000

AVODAH The Jewish Service Corps

195 Montague Street 14th Floor -
WeWork Office 1249
Brooklyn,NY11201 		n/a 501(c)(3) general support 75,000

Backyard Basecamp

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

Baltimore Animal Rescue and Care Shelter Inc

2490 Giles Road
Baltimore,MD21225 		n/a 501(c)(3) matching gift 200

Baltimore Arts Realty Corporation

2519 North Charles Street
Baltimore,MD212184602 		n/a 501(c)(3) support for Motor House 15,000

Baltimore Child First Authority Inc

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

Baltimore Civic Fund

1 North Charles Street Suite 1600
Baltimore,MD21201 		n/a 501(c)(3) support for the Group Violence Reduction Strategy of the Mayor's Office of Neighborhood Safety and Engagement 53,000

Baltimore Clayworks Inc

5707 Smith Avenue
Baltimore,MD21209 		n/a 501(c)(3) general support 35,000

Baltimore Corps

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

Baltimore Educational Scholarship Trust

900 East Fayette Street PO Box
13470
Baltimore,MD21203 		n/a 501(c)(3) general support 35,000

Bend the Arc A Jewish Partnership for Justice

330 Seventh Avenue 19th Floor
New York,NY100015010 		n/a 501(c)(3) 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(c)(3) support for the Jewish Social Justice Roundtable to promote collaboration that advances social justice as a core expression of Jewish values 35,000

Beth Am Synagogue

2701 North Charles Street Suite 402
Baltimore,MD21218 		n/a 501(c)(3) matching gift 1,676

Bizchut The Israel Human Rights Center for People with Disabilities

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

Black Arts District

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

Black Girls Smile Inc

1660 Kenmore Street SW
Atlanta,GA303112760 		n/a 501(c)(3) matching gift 300

Black Women Build - Baltimore

PO Box 16564
Baltimore,MD212170564 		n/a 501(c)(3) matching gift 300

Breast Cancer Prevention Partners

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

Brigid Alliance

PO Box 58
New York,NY100240058 		n/a 501(c)(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(c)(3) general support 30,000

Center for Reproductive Rights

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

Chesapeake Shakespeare Company

7 South Calvert Street
Baltimore,MD21202 		n/a 501(c)(3) support for education and outreach programs 25,000

Children's Environmental Health Network

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

Chizuk Amuno Congregation

8100 Stevenson Road
Baltimore,MD21208 		n/a 501(c)(3) matching gift 720

City Neighbors Foundation

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

City Teaching Alliance

8 Market Place Suite 410
Baltimore,MD21202 		n/a 501(c)(3) support for the teacher training and certification program in Baltimore City 85,000

Comprehensive Housing Assistance Inc

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

Confluence Philanthropy

1 Penn Plaza Box 6169
New York,NY10119 		n/a 501(c)(3) general support through membership in 2024 1,650

Creative Alliance

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

Disability Rights Fund

89 South Street Suite 203
Boston,MA02111 		n/a 501(c)(3) general support 50,000

Disability Rights International

1050 Connecticut Avenue NW Suite
500
Washington,DC20036 		n/a 501(c)(3) general support to promote the human rights of people with mental disabilities worldwide 55,000

Economic Action MD

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

Ecopeace Friends of the Earth Middle East

6534 Spring Valley Drive
Alexandria,VA22312 		n/a 501(c)(3) general support 30,000

Elev8 Baltimore

844 Roundview Road
Baltimore,MD21225 		n/a 501(c)(3) support for the community schools program 35,000

Encounter Programs Inc

1 West 4th Street
New York,NY10012 		n/a 501(c)(3) renewed general support 50,000

Enoch Pratt Free Library of Baltimore City

400 Cathedral Street
Baltimore,MD212014401 		n/a 501(c)(3) capital support for the new Park Heights library branch 150,000

Enoch Pratt Free Library of Baltimore City

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

Environmental Integrity Project

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

Environmental Working Group

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

Fish Feel

1200 Taney Road
Silver Spring,MD209042160 		n/a 501(c)(3) matching gift 500

Footsteps

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

Friends of Israel's Environment

231 Bussey Street
Dedham,MA02026 		n/a 501(c)(3) support for Adam Teva V'Din's environmental litigation and advocacy 100,000

Friends of the Arava Institute

1320 Centre Street Suite 206
Newton Centre,MA02459 		n/a 501(c)(3) scholarship support for Jordanian and Palestinian students at the Arava Institute for Environmental Studies 30,000

Friends of the Israel Movement for Progressive Judaism

211 South Spalding Drive S403
Beverly Hills,CA902123664 		n/a 501(c)(3) supportfor the Israel Religious Action Cener 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(c)(3) matching gift 1,500

Fund for Educational Excellence

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

Fund for Educational Excellence

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

Fund for Global Human Rights

1301 Connecticut Avenue NW Suite
400
Washington,DC20036 		n/a 501(c)(3) 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(c)(3) general support through membership for 2023 1,375

Fusion Partnerships Inc

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

Fusion Partnerships Inc

1601 Guilford Avenue 2 South
Baltimore,MD212022877 		n/a 501(c)(3) support for the Intercultural Counseling Connection 60,000

Fusion Partnerships Inc

1601 Guilford Avenue 2 South
Baltimore,MD212022877 		n/a 501(c)(3) support for the Teachers' Democracy Project's teacher and parent training on restorative approaches to school reform 25,000

Girls Going Global

358 Fraser Street
Atlanta,GA303123906 		n/a 501(c)(3) matching gift 540

Global Refuge

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

Govans Ecumenical Development Corporation

401 Woodbourne Avenue
Baltimore,MD21212 		n/a 501(c)(3) matching gift 200

Grantmakers Concerned with Immigrants and Refugees

P O Box 2178
Petaluma,CA94953 		n/a 501(c)(3) general support through membership in 2023 3,750

Grantmakers for Education

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

Greater Baltimore Cultural Alliance

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

Healthy Neighborhoods Inc

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

HIAS

P O Box 97077
Washington,DC200907077 		n/a 501(c)(3) support for humanitarian relief in Ukraine 25,000

Historic East Baltimore Community Action Coalition Inc

1212 North Wolfe Street
Baltimore,MD21213 		n/a 501(c)(3) support for Healthy Minds at Work, a mental health program for young adults enrolled in the Youth Opportunity Center 25,000

Holistic Life Foundation Inc

1014 West 36th Street Suite 403
Baltimore,MD21211 		n/a 501(c)(3) support for mindfulness programming in Baltimore City schools 35,000

I AM MENtality

4115 Frederick Avenue
Baltimore,MD212290142 		n/a 501(c)(3) support for the Health and Wellness Program 25,000

If When How Lawyering for Reproductive Justice

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

International Refugee Assistance Project

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

J Street Education Fund Inc

PO Box 66073
Washington,DC20035 		n/a 501(c)(3) matching gift 500

Jewish Community Foundation of Greater Mercer

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

Jewish Council for Public Affairs

25 Broadway Suite 1700
New York,NY10004 		n/a 501(c)(3) 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(c)(3) support for the Social Venture Fund for Jewish-Arab Equality and Shared Society emergency response to the Israel-Hamas war 50,000

Jewish Funders Network

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

Jewish Studio Project

940 Dwight Way 13B
Berkeley,CA94710 		n/a 501(c)(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(c)(3) general support 75,000

Jews United for Justice

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

Jews United for Justice

PO Box 41485
Washington,DC20018 		n/a 501(c)(3) support for the Collaborative for Jewish Organizing 75,000

Johns Hopkins University-Peabody Institute

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

JOIN for Justice

PO Box 690376
Quincy,MA021695301 		n/a 501(c)(3) general support 35,000

LifeBridge Health

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

Maryland Association of Nonprofit Organizations

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

Maryland Citizens for the Arts Inc

120 West North Avenue Suite 302
Baltimore,MD21201 		n/a 501(c)(3) general support 20,000

Maryland Citizens' Health Initiative Education Fund Inc

2600 Saint Paul Street
Baltimore,MD21218 		n/a 501(c)(3) general support 85,000

Maryland Dental Action Coalition

10015 Old Columbia Road Suite B-215
Columbia,MD210461703 		n/a 501(c)(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(c)(3) support for the Master of Fine Arts in Community Arts program 40,000

Maryland Pesticide Education Network

544 Epping Forest Road
Annapolis,MD21401 		n/a 501(c)(3) general support 70,000

Maryland Philanthropy Network

1600 West 41st Street Suite 700
Baltimore,MD21211 		n/a 501(c)(3) support for Climate Partners 100,000

Maryland Philanthropy Network

1600 West 41st Street Suite 700
Baltimore,MD21211 		n/a 501(c)(3) general support through membership in 2023 10,000

Maryland Philanthropy Network

1600 West 41st Street Suite 700
Baltimore,MD21211 		n/a 501(c)(3) general support through membership in 2024 10,500

Maryland Public Interest Research Foundation

2209 Maryland Avenue Suite D
Baltimore,MD21218 		n/a 501(c)(3) support for the toxics program 50,000

Maryland Volunteer Lawyers for the Arts

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

MEET International Inc

177 Huntington Avenue Suite 1703
Boston,MA02115 		n/a 501(c)(3) support for programs that bring together Jewish and Arab teens to explore the world of technology and entrepreneurship 25,000

Mental Health Association of Maryland Inc

1301 York Road Suite 505
Lutherville,MD210936008 		n/a 501(c)(3) general support 100,000

Mission Investors Exchange

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

Moishe House

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

MPT Foundation Inc

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

NAMI Maryland Inc

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

NAMI Metropolitan Baltimore Inc

2601 North Howard Street Suite 130
Baltimore,MD21218 		n/a 501(c)(3) general support 40,000

NAMI Metropolitan Baltimore Inc

2601 North Howard Street Suite 130
Baltimore,MD21218 		n/a 501(c)(3) matching gift 200

National Caucus of Environmental Legislators

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

National Center for Family Philanthropy

1667 K Street NW Suite 550
Washington,DC20006 		n/a 501(c)(3) general support through the Friends of the Family program 2,500

National Health Law Program

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

Nature Sacred

105 Annapolis Street Suite D
Annapolis,MD214011360 		n/a 501(c)(3) support for the Baltimore Fund, which supports the development of green spaces in underserved Baltimore neighborhoods 30,000

New Israel Fund

PO Box 70358
Philadelphia,PA191760358 		n/a 501(c)(3) support forHagar's emergency response to the Israel-Hamas War 25,000

New Israel Fund

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

New Israel Fund

PO Box 70358
Philadelphia,PA191760358 		n/a 501(c)(3) support for the Hagar school in Beersheva 25,000

New Israel Fund

PO Box 70358
Philadelphia,PA191760358 		n/a 501(c)(3) support for Bimkom's activities in the Negev 75,000

New Israel Fund

PO Box 70358
Philadelphia,PA191760358 		n/a 501(c)(3) support for the Hotline for Refugees and Migrants' work with asylum seekers and refugees 50,000

New Israel Fund

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

New Israel Fund

PO Box 70358
Philadelphia,PA191760358 		n/a 501(c)(3) renewed support for Shatil's activities in the Negev 75,000

Nova Institute for Health

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

Open Works

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

PEF Israel Endowment Funds Inc

630 Third Avenue 15th Floor
New York,NY10017 		n/a 501(c)(3) renewed support for the Center for Women's Justice's 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(c)(3) 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(c)(3) support for Life and Environment's coalition building for the environmental movement in Israel 50,000

PEF Israel Endowment Funds Inc

630 Third Avenue 15th Floor
New York,NY10017 		n/a 501(c)(3) support for Merchavim 75,000

PEF Israel Endowment Funds Inc

630 Third Avenue 15th Floor
New York,NY10017 		n/a 501(c)(3) support for Siraj to prepare young Bedouins in the Negev for careers in the tech sector 75,000

PEF Israel Endowment Funds Inc

630 Third Avenue 15th Floor
New York,NY10017 		n/a 501(c)(3) support for the Sayyid Al-Harumi Initiative to bring solar power to the Negev Bedouin community 25,000

PEF Israel Endowment Funds Inc

630 Third Avenue 15th Floor
New York,NY10017 		n/a 501(c)(3) support for the Ahed Bedouin High School for Science 50,000

PEF Israel Endowment Funds Inc

630 Third Avenue 15th Floor
New York,NY10017 		n/a 501(c)(3) support for Sikkuy-Aufoq's activities in the Negev 150,000

PEF Israel Endowment Funds Inc

630 Third Avenue 15th Floor
New York,NY10017 		n/a 501(c)(3) capital support for construction of the new Desert Stars school 100,000

PEF Israel Endowment Funds Inc

630 Third Avenue 15th Floor
New York,NY10017 		n/a 501(c)(3) support for the Tamer Center's 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(c)(3) support for El Yanabia's activities in the Negev 75,000

PEF Israel Endowment Funds Inc

630 Third Avenue 15th Floor
New York,NY10017 		n/a 501(c)(3) support for AJEEC-NISPED to promote development in the Bedouin community and positive intergroup relations in the Negev 100,000

PEF Israel Endowment Funds Inc

630 Third Avenue 15th Floor
New York,NY10017 		n/a 501(c)(3) support for the Sapir Academic College's emergency response to the Israel-Hamas war 50,000

PEF Israel Endowment Funds Inc

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

PEF Israel Endowment Funds Inc

630 Third Avenue 15th Floor
New York,NY10017 		n/a 501(c)(3) support for AJEEC-NISPED 's emergency response to the Israel-Hamas war 50,000

PEF Israel Endowment Funds Inc

630 Third Avenue 15th Floor
New York,NY10017 		n/a 501(c)(3) support for Teach First Israel's work in Bedouin schools 35,000

PEF Israel Endowment Funds Inc

630 Third Avenue 15th Floor
New York,NY10017 		n/a 501(c)(3) support for the Shoresh Fund's emergency response to the Israel-Hamas war 50,000

PEF Israel Endowment Funds Inc

630 Third Avenue 15th Floor
New York,NY10017 		n/a 501(c)(3) support for Bizchut's advocacy efforts on behalf of people with disabilities 19,000

Planned Parenthood of Maryland

330 North Howard Street
Baltimore,MD212013610 		n/a 501(c)(3) support to add training and care coordination capacity to serve the growing out-of-state patient population 50,000

Planned Parenthood of Maryland

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

Pro Bono Counseling

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

Pro Bono Counseling

5900 Metro Drive
Baltimore,MD21215 		n/a 501(c)(3) matching gift 200

Public Justice Center

201 North Charles Street Suite 1200
Baltimore,MD21201 		n/a 501(c)(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(c)(3) general support 70,000

Repair the World

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

Restorative Response Baltimore

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

Roca Inc

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

Rose Foundation for Communities and the Environment

201 4th Street Suite 102
Oakland,CA946074369 		n/a 501(c)(3) support for Clearya 35,000

Sentient Media

18 Bartol Street 1150
San Francisco,CA94133 		n/a 501(c)(3) matching gift 1,000

Shalom Hartman Institute of North America

475 Riverside Drive Suite 1450
New York,NY10115 		n/a 501(c)(3) 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(c)(3) general support for the Maryland chapter 30,000

Social Good Fund

PO Box 5473
Richmond,CA94805 		n/a 501(c)(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(c)(3) 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(c)(3) general support 25,000

The American Jewish Committee

165 East 56 Street
New York,NY100222746 		n/a 501(c)(3) annual support for 2023 75,000

The American Jewish Joint Distribution Committee

220 East 42nd Street
New York,NY10017 		n/a 501(c)(3) 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(c)(3) support for JDC humanitarian relief in Ukraine 25,000

The Associated Jewish Community Federation of Baltimore Inc

101 West Mount Royal Avenue
Baltimore,MD212015708 		n/a 501(c)(3) support for emergency response to the Israel-Hamas war 50,000

The Associated Jewish Community Federation of Baltimore Inc

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

The Associated Jewish Community Federation of Baltimore Inc

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

The Associated Jewish Community Federation of Baltimore Inc

101 West Mount Royal Avenue
Baltimore,MD212015708 		n/a 501(c)(3) general support for the 2023 Annual Campaign 1,300,000

The Baltimore Museum of Art

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

The Baltimore Symphony Orchestra

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

The Everyman Theatre Inc

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

The Ingenuity Project

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

The Maryland State Boychoir

3400 Norman Avenue
Baltimore,MD21213 		n/a 501(c)(3) matching gift 300

The Modern Classrooms Project

15 14th Street SE
Washington,DC200031512 		n/a 501(c)(3) support for Modern Classrooms Baltimore 75,000

The Soul Center

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

The Sustainability Laboratory

229 East 85th Street PO Box 1571
New York,NY10028 		n/a 501(c)(3) support for Project Wadi Attir 50,000

The Tides Center

1012 Torney Avenue
San Francisco,CA94129 		n/a 501(c)(3) support for A More Perfect Union to involve the Jewish community in efforts to preserve and promote American democracy 50,000

TNTP

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

Toxic Free Future

4649 Sunnyside Avenue N 540
Seattle,WA981036963 		n/a 501(c)(3) general support for Safer States 35,000

Toxic Free Future

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

University of California

200 McAllister Street
San Francisco,CA941024978 		n/a 501(c)(3) 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(c)(3) support for the Positive Schools Center 50,000

University of Maryland Medical System

22 South Greene Street
Baltimore,MD212011595 		n/a 501(c)(3) matching gift 600

University Of Massachusetts Foundation

1 Beacon Street 31st Floor
Boston,MA021083107 		n/a 501(c)(3) general support for the Lowell Center for Sustainable Production 60,000

Vassar College

124 Raymond Avenue
Poughkeepsie,NY126040725 		n/a 501(c)(3) matching gift 500

Virginia Organizing

703 Concord Avenue
Charlottesville,VA229035208 		n/a 501(c)(3) general support through membership in the Health and Environmental Funders Network for 2023 1,875

Wide Angle Youth Media Inc

2601 North Howard Street Suite 160
Baltimore,MD212184964 		n/a 501(c)(3) matching gift 500

Wide Angle Youth Media Inc

2601 North Howard Street Suite 160
Baltimore,MD212184964 		n/a 501(c)(3) matching gift 200

WITNESS

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

WombWork Productions Inc

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

Women's Voices For The Earth

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

World Union for Progressive Judaism Ltd

One West Fourth Street Suite 517A
New York,NY10012 		n/a 501(c)(3) 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(c)(3) 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(c)(3) matching gift 500
Total .................................right arrow 3a 9,032,286
bApproved for future payment

Adamah
5425 Mount Gilead Road
Reisterstown,MD211364110 		n/a 501(c)(3) general support 50,000

American Civil Liberties Union Foundation of Maryland
3600 Clipper Mill Road Suite 350
Baltimore,MD21211 		n/a 501(c)(3) support for the Right to Education program 60,000

Americans for Ben-Gurion University
1001 Avenue of the Americas 19th
Floor
New York,NY10018 		n/a 501(c)(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

Arts Every Day Inc
1505 Eutaw Place Suite 204
Baltimore,MD21217 		n/a 501(c)(3) general support 35,000

AVODAH The Jewish Service Corps
195 Montague Street 14th Floor -
WeWork Office 1249
Brooklyn,NY11201 		n/a 501(c)(3) general support 75,000

Baltimore Arts Realty Corporation
2519 North Charles Street
Baltimore,MD212184602 		n/a 501(c)(3) support for Motor House 15,000

Baltimore Clayworks Inc
5707 Smith Avenue
Baltimore,MD21209 		n/a 501(c)(3) general support 35,000

Baltimore Educational Scholarship Trust
900 East Fayette Street PO Box
13470
Baltimore,MD21203 		n/a 501(c)(3) general support 35,000

Bend the Arc A Jewish Partnership for Justice
330 Seventh Avenue 19th Floor
New York,NY100015010 		n/a 501(c)(3) 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(c)(3) support for the Jewish Social Justice Roundtable to promote collaboration that advances social justice as a core expression of Jewish values 35,000

Bizchut The Israel Human Rights Center for People with Disabilities
3 Kanfei Nesharim Street
Jerusalem,Jerusalem  
IS 		n/a 501(c)(3) support for Bizchut's advocacy efforts on behalf of people with disabilities 6,000

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

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

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

Chesapeake Shakespeare Company
7 South Calvert Street
Baltimore,MD21202 		n/a 501(c)(3) support for education and outreach programs 25,000

City Teaching Alliance
8 Market Place Suite 410
Baltimore,MD21202 		n/a 501(c)(3) support for the teacher training and certification program in Baltimore City 70,000

Disability Rights Fund
89 South Street Suite 203
Boston,MA02111 		n/a 501(c)(3) general support 50,000

Economic Action MD
2209 Maryland Avenue
Baltimore,MD212185627 		n/a 501(c)(3) support for the Campaign to End Medical Debt 25,000

Ecopeace Friends of the Earth Middle East
6534 Spring Valley Drive
Alexandria,VA22312 		n/a 501(c)(3) support for the Ecopeace Middle East Environmental NGO Forum 30,000

Enoch Pratt Free Library of Baltimore City
400 Cathedral Street
Baltimore,MD212014401 		n/a 501(c)(3) support for the Branch Improvement Fund 30,000

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

Friends of Israel's Environment
231 Bussey Street
Dedham,MA02026 		n/a 501(c)(3) general support for environmental litigation and advocacy 100,000

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

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

Fusion Partnerships Inc
1601 Guilford Avenue 2 South
Baltimore,MD212022877 		n/a 501(c)(3) support for the Intercultural Counseling Connection 60,000

International Refugee Assistance Project
One Battery Park Plaza 4th Floor
New York,NY10004 		n/a 501(c)(3) general support 50,000

Jewish Council for Public Affairs
25 Broadway Suite 1700
New York,NY10004 		n/a 501(c)(3) support for Resetting the Table, an effort to promote nuanced dialogue in the Jewish community about the Palestinian-Israeli conflict 100,000

Jewish Studio Project
940 Dwight Way 13B
Berkeley,CA94710 		n/a 501(c)(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(c)(3) general support 75,000

Jews United for Justice
PO Box 41485
Washington,DC20018 		n/a 501(c)(3) support for the Collaborative for Jewish Organizing 25,000

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

JOIN for Justice
PO Box 690376
Quincy,MA021695301 		n/a 501(c)(3) general support 35,000

Maryland Citizens for the Arts Inc
120 West North Avenue Suite 302
Baltimore,MD21201 		n/a 501(c)(3) general support 20,000

Maryland Citizens' Health Initiative Education Fund Inc
2600 Saint Paul Street
Baltimore,MD21218 		n/a 501(c)(3) general support 90,000

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

Maryland Pesticide Education Network
544 Epping Forest Road
Annapolis,MD21401 		n/a 501(c)(3) general support 50,000

Maryland Volunteer Lawyers for the Arts
120 West North Avenue Suite 305A
Baltimore,MD21201 		n/a 501(c)(3) general support 20,000

MEET International Inc
177 Huntington Avenue Suite 1703
Boston,MA02115 		n/a 501(c)(3) support for programs that bring together Jewish and Arab teens to explore the world of technology and entrepreneurship 25,000

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

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

NAMI Metropolitan Baltimore Inc
2601 North Howard Street Suite 130
Baltimore,MD21218 		n/a 501(c)(3) general support 40,000

NAMI Metropolitan Baltimore Inc
2601 North Howard Street Suite 130
Baltimore,MD21218 		n/a 501(c)(3) matching gift 300

National Caucus of Environmental Legislators
1100 H Street NW Suite 600
Washington,DC200055492 		n/a 501(c)(3) general support 50,000

New Israel Fund
PO Box 70358
Philadelphia,PA191760358 		n/a 501(c)(3) general support for its programs that engage Israeli young people in environmental issues 50,000

New Israel Fund
PO Box 70358
Philadelphia,PA191760358 		n/a 501(c)(3) support for the Hagar school in Beersheva 25,000

New Israel Fund
PO Box 70358
Philadelphia,PA191760358 		n/a 501(c)(3) support for Shatil's activities in the Negev 100,000

New Israel Fund
PO Box 70358
Philadelphia,PA191760358 		n/a 501(c)(3) support for Bimkom's activities in the Negev 75,000

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

PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor
New York,NY10017 		n/a 501(c)(3) support for Sikkuy-Aufoq's activities in the Negev 150,000

PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor
New York,NY10017 		n/a 501(c)(3) support for Siraj to prepare young Bedouins in the Negev for careers in the tech sector 75,000

PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor
New York,NY10017 		n/a 501(c)(3) support for Bizchut's advocacy efforts on behalf of people with disabilities 19,000

PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor
New York,NY10017 		n/a 501(c)(3) support for the Tamar Center's 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(c)(3) support for Life and Environment for coalition building for the environmental movement in Israel 50,000

PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor
New York,NY10017 		n/a 501(c)(3) support for Merchavim 25,000

PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor
New York,NY10017 		n/a 501(c)(3) support for El Yanabia's activities in the Negev 75,000

PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor
New York,NY10017 		n/a 501(c)(3) support for AJEEC-NISPED to promote development in the Bedouin community and positive intergroup relations in the Negev 165,000

PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor
New York,NY10017 		n/a 501(c)(3) support for the Center for Women's Justice's 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(c)(3) support for Desert Starrs to build leadership among Bedouin young people in the Negev 75,000

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

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

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

The American Jewish Committee
165 East 56 Street
New York,NY100222746 		n/a 501(c)(3) annual support for 2023, 2024 and 2025 100,000

The Associated Jewish Community Federation of Baltimore Inc
101 West Mount Royal Avenue
Baltimore,MD212015708 		n/a 501(c)(3) general support for the 2024 Annual Campaign 1,300,000

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

The Tides Center
1012 Torney Avenue
San Francisco,CA94129 		n/a 501(c)(3) support for A More Perfect Union to involve the Jewish community in efforts to preserve and promote American democracy 50,000

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

Toxic Free Future
4649 Sunnyside Avenue N 540
Seattle,WA981036963 		n/a 501(c)(3) general support for Safer States 35,000

Toxic Free Future
4649 Sunnyside Avenue N 540
Seattle,WA981036963 		n/a 501(c)(3) support for the Safer Chemicals, Healthy Families campaign 35,000

University of Maryland Baltimore Foundation Inc
220 North Arch Avenue 13th Floor
Baltimore,MD21201 		n/a 501(c)(3) support for the Positive Schools Center 35,000

Women's Voices For The Earth
PO Box 8743
Missoula,MT59807 		n/a 501(c)(3) general support 25,000
Total ................................. right arrow 3b 4,641,800
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 ........... 		    14 1,063  
4 Dividends and interest from securities ....     14 2,403,578  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 6,123,807  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aAcadian International All Cap Fund 		    18 15,023  
bArtisan Sustainable Emerging Markets     18 -41,627  
cBook/Tax Adjustment     18 -677  
dCatalio (Camden Partners) Nexus Fund, L.P.     18 -5,052  
eCatalio (Camden Partners) Nexus Fund, L.P. II     18 -4,326  
fCatalio (Camden Partners) Nexus Fund, L.P. III     18 -5,414  
gCommonfund International Partners VI 900001 2 18 -729  
hCommonfund Private Equity Partners VII 900001 9,664 18 -3,677  
iCommonfund Venture Partners VI 900001 551 18 -1,555  
jEcosystem Investment Partners IV 900001 -6,360 18 -7,876  
kFVLCRUM Fund BL LP     18 -3,562  
lGatewood Capital Opportunity Fund L.P.     18 -11,436  
mHighVista International Partners II LP     18 -4,546  
nHighVista International Partners LP     18 -1,026  
oHighVista Private Equity III LP 900001 482 18 1,765  
pHighVista Private Equity IV LP 900001 5,187 18 -5,185  
qHighVista Venture Capital VI LP     18 -528  
rIndustry Venture Partners VII LP 900001 86 18 -3,616  
sIndustry Venture Partners VIII LP 900001 76 18 -3,459  
tK5 Private Investors LP     18 -31,393  
12 Subtotal. Add columns (b), (d), and (e) .. -2,145 7,905,347 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
7,903,202
(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.
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 (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 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) (2023)
Schedule B (Form 990) (2023) 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

$ 83,150


(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

$ 1,466,850


(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 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
 42000 shs BP $ 1,466,850 2023-01-09
(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 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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 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 156,800 78,400   78,400

TY 2023 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
AB Sustainable Glbal Them AT COST 4,686,554 5,170,575
Acadian International All Cap Fund AT COST 2,183,268 2,547,924
Artisan Sustainable Emerging Markets Fund AT COST 3,195,745 3,169,316
ASF VI LP AT COST 0 134,530
AXA Secondary Fund V AT COST 0 3,770
Boston Tr Walden Small Cap AT COST 3,530,446 3,915,993
Catalio (FKA Camden Partners) Nexus Fund II AT COST 173,588 183,665
Catalio Nexus Fund III AT COST 158,121 162,777
Catalio Nexus I (FKA Camden Partners Exelixis) AT COST 144,094 160,463
Cevian Capital II LTD AT COST 3,000,000 3,479,396
Cohen and Steers Realty AT COST 1,880,543 2,394,503
Coller International Partners V AT COST 0 240
Commonfund Int'l VI AT COST 233,265 77,776
Commonfund PE VII AT COST 114,547 206,654
Commonfund Venture VI AT COST 46,803 448
Ecosystem Investment Partners IV AT COST 354,772 424,478
FVLCRUM Fund BL LP AT COST 148,305 135,199
Gatewood Capital Opp Fund AT COST 310,881 427,232
Generation Sustainable Solutions Fund IV AT COST 225,000 181,191
HighVista International AT COST 77,722 72,235
HighVista International II AT COST 167,948 284,508
HighVista Private Equity III AT COST 45,218 61,523
HighVista Private Equity IV AT COST 203,319 234,780
HighVista Ventures VI AT COST 116,031 156,252
Impax Global Environmental Markets Fund AT COST 3,330,000 3,950,552
Industry Ventures Sec Fd VIII AT COST 479,771 764,291
Industry Ventures Secondary Fd VII AT COST 192,673 254,057
Ironwood International AT COST 2,425,631 6,567,022
JPMorgan Riverbridge AT COST 1,825,599 2,569,794
K5 Private Investors AT COST 420,891 580,194
Lazard GL List Infrastr Inst AT COST 3,093,444 3,039,152
Lead Edge Capital VI AT COST 324,505 358,753
Legal & General MSCI EAFE Fund LLC AT COST 7,047,181 7,668,256
Lexington Capital Partners VII AT COST 0 106,351
New Mountain Partners V AT COST 617,671 1,283,747
New Mountain Partners VI AT COST 731,918 913,178
Nuveen Core Impact Fund AT COST 9,567,581 9,747,339
Oaktree RE Ops Fund V AT COST 71,821 14,186
Ownership Capital Global Equity Fund AT COST 3,835,580 4,488,526
PB Strategic Partners IV (FKA CS Strategies IV) AT COST 0 4,554
Pointer Offshore AT COST 2,052,610 5,036,705
RBC Bluebay Cap Com AT COST 3,356,990 2,909,421
RBC Emerging Markets Equity AT COST 3,685,577 3,824,966
RBC International Opportunity AT COST 6,017,565 4,605,919
RCP VII Feeder AT COST 0 632,202
RFM Affordable Housing Fund AT COST 349,952 371,655
Russell 1000 Growth AT COST 13,533,478 13,981,960
Russell 1000 Value AT COST 16,671,506 16,413,438
Siguler Guff III AT COST 141,699 217,900
Siguler Guff IV AT COST 210,341 182,557
SJF Ventures IV AT COST 665,963 1,041,926
SJF Ventures V AT COST 242,201 247,000
Southpoint Qualified Offshore Fund AT COST 2,500,000 4,295,128
Spur Ventures III AT COST 424,430 1,317,740
Spur Ventures IV AT COST 704,944 1,570,613
Spur Ventures V AT COST 829,558 1,366,367
Spur Ventures VI AT COST 652,632 976,792
Stewart Investors Worldwise Sustainability Fund AT COST 4,405,772 5,347,203
The Rise FOF AT COST 418,143 559,491
The Rise Fund II AT COST 630,845 867,737
The Rise Fund III AT COST 198,651 218,712
TPG Rise Climate AT COST 202,014 254,080
Vista Equity Partners Fund VII AT COST 726,764 1,058,386

TY 2023 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
Dividend receivable 48,069 56,734 56,734
Due from Pointer Offshore, LTD 0 3,674,303 3,674,303
Due from Rockefeller Libra 0 681 681
Due from The Rise Fund II - special contributions 30,708 4,583 4,583
Expense reimbursement receivable 332,387 408,459 408,459
Israeli Shekel 0 135,700 142,664
Koret Israel Eco Dev - PRI 300,000 500,000 500,000
Social Finance Israel - Project in Rahat - PRI 219,153 133,642 133,642
Tzedec (The Shefa Fd) - PRI 450,000 450,000 450,000


TY 2023 OtherDecreasesSchedule
Name:
The Jacob and Hilda Blaustein
 
Foundation Inc
EIN:
52-6038382
Description Amount
Tax/Cost basis difference in Atapco Stock Contributions 1,461,401
Tax/Cost basis difference New Mountain V 3,044
Tax/Cost basis difference in PB Strategic V 209


TY 2023 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 427 0   427
Bank fee 28 0   28
Dues & Subscriptions 1,138 0   1,138
Equipment 7,950 0   7,950
Equipment Maintenance 948 0   948
Postage & Shipping 872 0   872
Software 9,237 0   9,237
Supplies 441 0   441
SVS Management fees 6,213 0   6,213
SVS Passthrough costs 8,119 0   8,119
Telephone & Internet 6,915 0   6,915
Website 848 0   848
Miscellaneous 75 0   75


TY 2023 OtherIncomeSchedule2
Name:
The Jacob and Hilda Blaustein
 
Foundation Inc
EIN:
52-6038382
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Acadian International All Cap Fund 15,023 15,023 15,023
Artisan Sustainable Emerging Markets -41,627 -41,627 -41,627
Book/Tax Adjustment -677   -677
Catalio (Camden Partners) Nexus Fund, L.P. -5,052 -5,052 -5,052
Catalio (Camden Partners) Nexus Fund, L.P. II -4,326 -4,326 -4,326
Catalio (Camden Partners) Nexus Fund, L.P. III -5,414 -5,414 -5,414
Commonfund International Partners VI -727 -729 -727
Commonfund Private Equity Partners VII 5,987 -3,677 5,987
Commonfund Venture Partners VI -1,004 -1,555 -1,004
Ecosystem Investment Partners IV -14,236 -7,876 -14,236
FVLCRUM Fund BL LP -3,562 -3,562 -3,562
Gatewood Capital Opportunity Fund L.P. -11,436 -11,436 -11,436
HighVista International Partners II LP -4,546 -4,546 -4,546
HighVista International Partners LP -1,026 -1,026 -1,026
HighVista Private Equity III LP 2,247 1,765 2,247
HighVista Private Equity IV LP 2 -5,185 2
HighVista Venture Capital VI LP -528 -528 -528
Industry Venture Partners VII LP -3,530 -3,616 -3,530
Industry Venture Partners VIII LP -3,383 -3,459 -3,383
K5 Private Investors LP -31,393 -31,393 -31,393
Lead Edge Capital VI, LP -32,707 -33,113 -32,707
Legal & General MSCI EAFE Fund LLC 31,202 31,202 31,202
New Mountain Partners V (AIV-A2), LP -14 -14 -14
New Mountain Partners V (AIV-B2), LP -16 -16 -16
New Mountain Partners V (AIV-C2), LP -73 -73 -73
New Mountain Partners V (AIV-D2), LP -80 -80 -80
New Mountain Partners V, LP -9,148 -8,979 -9,148
New Mountain VI -20,282 -16,135 -20,282
New Mountain VI Aggregator -26 -26 -26
Oaktree Real Estate Opportunities Fund V -2,546 -3,776 -2,546
Ownership Capital Global Equity (USD) Fund, LP -7,995 -7,995 -7,995
PB Strategic Partners Feeder Fund IV -66,695 -66,881 -66,695
RFM Affordable Housing Fund, LP -5,443 -5,443 -5,443
Rockefeller Libra QP -92,348 -92,348 -92,348
Russell 1000 Growth Fund B -35,275 -35,275 -35,275
Russell 1000 Value Fund B -84,180 -84,180 -84,180
Siguler Guff Distressed Opportunities Fd III -2,282 -2,282 -2,282
Siguler Guff Distressed Opportunities Fd IV -1,258 -1,258 -1,258
SJF Ventures IV, LP -19,163 -19,163 -19,163
SJF Ventures V, LP -16,588 -16,588 -16,588
Spur Ventures III 13,137 13,137 13,137
Spur Ventures IV -13,354 -13,354 -13,354
Spur Ventures V -24,586 -24,586 -24,586
Spur Ventures VI -47,324 -47,324 -47,324
Stewart Investors Worldwide Sustainability Fund -4,926 -4,926 -4,926
Strategic Partners III, LP -179 -179 -179
The Rise Fund FOF, LP 17,865 17,998 17,865
The Rise Fund II -12,032 -12,032 -12,032
The Rise Fund II CAYFIR AIV I-B LP -37 -37 -37
The Rise Fund II DE AIV I, LP -51 -51 -51
The Rise Fund II SF AIV I, LP -16,521 -16,521 -16,521
The Rise Fund III -17,441 -18,779 -17,441
The Rise Fund III Cayfir AIV I-B -31 -31 -31
The Rise Fund III Cayman AIV I LP -17 -17 -17
The Rise Fund III DE AIV I LP -8 -8 -8
The Rise Fund III FIRPTA AIV II LP -213 -15 -213
TPG Rise Climate -16,410 -15,173 -16,410
TPG Rise Climate Cayman AIV I -95 -95 -95
TPG Rise Climate DE AIV I -4 -4 -4
TPG Rise Climate FIRPTA AIV II LP -264 -93 -264
Vista Equity Partners Fund VII -26,271 -17,333 -26,271
Wellington - CTF Intl Quality Growth -2,359 -2,359 -2,359


TY 2023 OtherIncreasesSchedule
Name:
The Jacob and Hilda Blaustein
 
Foundation Inc
EIN:
52-6038382
Description Amount
Tax/Cost basis difference in Wellington 984,616
Tax/Cost basis difference in Strategic Partners III 5,094


TY 2023 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 19,767 19,767   0
Other Investment Fees 37,752 37,702   50
Wellington 27,591 27,591   0
Mercer 145,176 145,176   0
Executive Search - Consulting Fee 22,398 0   22,398


TY 2023 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 104,369 104,369   0
Federal/State Taxes Withheld on NII 31,641 31,641   0
Excise tax 20,017 0   0