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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
David & Barbara B Hirschhorn
Foundation Inc
Number and street (or P.O. box number if mail is not delivered to street address)co AFS One South St 2950
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Baltimore, MD21202
A Employer identification number

52-1489400
B Telephone number (see instructions)

(410) 347-7114
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$52,845,626
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 250,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 2,582 2,582  
4 Dividends and interest from securities... 977,857 977,857  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,551,155
b Gross sales price for all assets on line 6a 4,868,858
7 Capital gain net income (from Part IV, line 2)... 1,544,301
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)....... -85,228 -80,259  
12 Total. Add lines 1 through 11........ 2,696,366 2,444,481  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 70,322 0   70,322
14 Other employee salaries and wages...... 61,403 0   61,403
15 Pension plans, employee benefits....... 28,832 0   28,832
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 87,919 26,376   61,543
c Other professional fees (attach schedule).... 118,981 109,058   9,923
17 Interest............... 1,001 1,001   0
18 Taxes (attach schedule) (see instructions)... 75,421 46,458   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 7,310 0   7,310
21 Travel, conferences, and meetings....... 266 0   266
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 8,410 185   8,225
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 459,865 183,078   247,824
25 Contributions, gifts, grants paid....... 3,146,770 3,146,770
26 Total expenses and disbursements. Add lines 24 and 25 3,606,635 183,078   3,394,594
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -910,269
b Net investment income (if negative, enter -0-) 2,261,403
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 1,302,749 784,817 784,817
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).......... 35,974,420 Click to see attachment
List of Attached Documents:
// Content
35,333,165
52,026,441
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
21,872
Click to see attachment
List of Attached Documents:
// Content
34,368
Click to see attachment
List of Attached Documents:
// Content
34,368
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 37,299,041 36,152,350 52,845,626
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 37,299,041 36,152,350
29 Total net assets or fund balances (see instructions)..... 37,299,041 36,152,350
30 Total liabilities and net assets/fund balances (see instructions). 37,299,041 36,152,350
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
37,299,041
2
Enter amount from Part I, line 27a .....................
2
-910,269
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,988
4
Add lines 1, 2, and 3 ..........................
4
36,390,760
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
238,410
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
36,152,350
Form 990-PF (2024)
Form 990-PF (2024)
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 Axiom Asia Private Capital Fund II P 2023-01-01 2024-12-31
b Axiom Asia IV P 2024-01-01 2024-12-31
c Axiom Asia IV P 2023-01-01 2024-12-31
d CPREF AIV I P 2023-01-01 2024-12-31
e CPREF AIV V P 2023-01-01 2024-12-31
CPREF Cayman LP P 2024-01-01 2024-12-31
CPREF Cayman LP P 2023-01-01 2024-12-31
Contrarian Distressed R/E Debt Fund IV P 2023-01-01 2024-12-31
Global Alpha International Small Cap P 2024-01-01 2024-12-31
Global Alpha International Small Cap P 2023-01-01 2024-12-31
Harrison Street V P 2023-01-01 2024-12-31
Madison Intl Real Estate Liq Fund VI P 2023-01-01 2024-12-31
Mesirow Financial PE Ptship IV P 2024-01-01 2024-12-31
Mesirow Financial PE Ptship IV P 2023-01-01 2024-12-31
Ocean Avenue Fund III P 2023-01-01 2024-12-31
Ocean Avenue Fund IV P 2024-01-01 2024-12-31
Ocean Avenue Fund IV P 2023-01-01 2024-12-31
Prime IV P 2023-01-01 2024-12-31
Perennial Real Estate Fund P 2023-01-01 2024-12-31
Private Equity Investment Fund V P 2023-01-01 2024-12-31
Taconic CRE Dislocation Fund P 2023-01-01 2024-12-31
VIA VII-VC P 2024-01-01 2024-12-31
VIA VII-VC P 2023-01-01 2024-12-31
W Capital Partners III P 2023-01-01 2024-12-31
6,800 Shs BP PLC   1960-11-11 2024-01-10
135.0921 Shs Magnitude International P 2021-01-01 2024-12-31
212.1145 Shs Narrow River Capital P 2024-01-01 2024-07-15
212.101449 Shs Narrow River Capital P 2024-01-01 2024-10-15
26,011 Shs Vanguard ST Treasury Index P 2024-01-01 2024-05-07
13,842.746 Shs Artisan Developing World P 2023-01-01 2024-02-16
RCP V - loss on disposition P 2021-12-31 2024-09-30
8,468 Shs Vanguard S&P 500 P 2023-09-18 2024-09-27
541 Shs Vanguard S&P 500 P 2012-12-17 2024-02-16
1,522 Shs Vanguard S&P 500 P 2012-12-17 2024-02-16
Lexington VII - Dist in excess of basis P 2023-12-31 2024-12-31
Prime IV - loss on disposition P 2023-01-01 2024-12-31
(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 22,412     22,412
b     1 -1
c 30,411     30,411
d 817     817
e 211     211
    1,558 -1,558
    20,130 -20,130
    38,405 -38,405
5,686     5,686
    41,823 -41,823
38,046     38,046
92,924     92,924
    154 -154
17,211     17,211
13,152     13,152
402     402
28,990     28,990
    23 -23
    4,723 -4,723
1,089     1,089
2,616     2,616
    987 -987
    310 -310
    21,863 -21,863
236,114   882 235,232
500,000   230,892 269,108
266,741   250,000 16,741
264,941   250,000 14,941
1,500,042   1,515,068 -15,026
250,000   181,605 68,395
    830 -830
500,021   487,838 12,183
249,622   70,965 178,657
800,169   199,646 600,523
47,241     47,241
    6,854 -6,854
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       22,412
b       -1
c       30,411
d       817
e       211
      -1,558
      -20,130
      -38,405
      5,686
      -41,823
      38,046
      92,924
      -154
      17,211
      13,152
      402
      28,990
      -23
      -4,723
      1,089
      2,616
      -987
      -310
      -21,863
      235,232
      269,108
      16,741
      14,941
      -15,026
      68,395
      -830
      12,183
      178,657
      600,523
      47,241
      -6,854
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 1,544,301
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 31,434
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 31,434
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 31,434
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 37,084
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 7,500
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 44,584
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
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 13,150
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow13,150 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
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 2024 or the taxable year beginning in 2024? 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 arrowc/o AFS One 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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
Yes
 
b
If "Yes," did it have excess business holdings in 2024 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 2024.) .....................
3b
 
No
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
Daniel B Hirschhorn Trustee and President
0.00
0 0 0
One South Street Ste 2950
Baltimore,MD21202
Michael J Hirschhorn Trustee and Vice President
0.00
0 0 0
One South Street Ste 2950
Baltimore,MD21202
Deborah H Vogelstein Trustee and Vice President
0.00
0 0 0
One South Street Ste 2950
Baltimore,MD21202
Sarah H Shapiro Trustee and Vice President
0.00
0 0 0
One South Street Ste 2950
Baltimore,MD21202
Regan E Ralph Secretary
6.00
29,145 2,792 0
One South Street Ste 2950
Baltimore,MD21202
Scott L Soffen Assistant Secretary
0.00
0 0 0
One South Street Ste 2950
Baltimore,MD21202
Jennifer A Pratt Assistant Secretary
0.00
0 0 0
One South Street Ste 2950
Baltimore,MD21202
Jennifer L Bove Assistant Secretary
0.00
0 0 0
One South Street Ste 2950
Baltimore,MD21202
Lara A Hall Assistant Secretary
9.20
41,177 3,485 0
One South Street Ste 2950
Baltimore,MD21202
Stephen J Bass Treasurer
0.00
0 0 0
One South Street Ste 2950
Baltimore,MD21202
Anne L Shelton Assistant Treasurer
0.00
0 0 0
One South Street Ste 2950
Baltimore,MD21202
Sandra L Glock Assistant Treasurer
0.00
0 0 0
One South Street Ste 2950
Baltimore,MD21202
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
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
Greycourt Investment Managemt 109,058
607 College Avenue
Pittsburgh,PA15232
Atapco Financial Services Acct, Tax & Invest 87,919
One South Street Ste 2950
Baltimore,MD21202
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
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
52,296,113
b
Average of monthly cash balances.......................
1b
1,718,198
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
54,014,311
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
54,014,311
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
810,215
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
53,204,096
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,660,205
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
2,660,205
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
31,434
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
31,434
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,628,771
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,628,771
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
2,628,771
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
3,394,594
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
3,394,594
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2023
(c)
2023
(d)
2024
1 Distributable amount for 2024 from Part X, line 7 2,628,771
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 103,596
b From 2020...... 295,860
c From 2021...... 217,430
d From 2022...... 405,448
e From 2023...... 346,915
f Total of lines 3a through e ........ 1,369,249
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 3,394,594
a Applied to 2023, 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 2024 distributable amount..... 2,628,771
e Remaining amount distributed out of corpus 765,823
5 Excess distributions carryover applied to 2024. 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 2,135,072
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
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 2019 not
applied on line 5 or line 7 (see instructions) ...
103,596
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
2,031,476
10 Analysis of line 9:
a Excess from 2020.... 295,860
b Excess from 2021.... 217,430
c Excess from 2022.... 405,448
d Excess from 2023.... 346,915
e Excess from 2024.... 765,823
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
Daniel B Hirschhorn co Regan Ralph
BPG One South St Suite 2900
Baltimore,MD21202
(410) 347-7201
bThe form in which applications should be submitted and information and materials they should include:
Letter
cAny submission deadlines:
None
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
This organization does not make gifts or grants to individuals.
Form 990-PF (2024)
Form 990-PF (2024)
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

Abilities Network

8503 LaSalle Road
Towson,MD21286
n/a 501(3) support for the Senior Move Management Program and support for the Clutter Management Program 30,000

Ahavas Yisrael Charity Fund

115 Sudbrook Lane Suite E
Baltimore,MD21208
n/a 501(3) general support 7,500

American Friends of Meir Panim Inc

88 Walton Street Suite B1
Brooklyn,NY11206
n/a 501(3) general support 25,000

American Friends of NATAL

1120 Avenue of the Americas 4th
Floor
New York,NY100366700
n/a 501(3) general support 7,500

American Friends of Shalva

315 Fifth Avenue 6th Floor
New York,NY10016
n/a 501(3) general support 10,000

American Jewish World Service

45 West 36th Street
New York,NY10018
n/a 501(3) general support 40,000

Art with a Heart Inc

3000 Falls Road
Baltimore,MD21211
n/a 501(3) general support 50,000

Arts for Learning Maryland

21 East North Avenue 1st Floor
Baltimore,MD212020000
n/a 501(3) support for the Summer Arts & Learning Academy 35,000

Baltimore Bar Foundation Inc

111 North Calvert Street Suite 631
Baltimore,MD21202
n/a 501(3) support for the Senior Legal Services program 15,000

Baltimore Public Media Corporation

2216 North Charles Street
Baltimore,MD212185718
n/a 501(3) general support 10,000

Baltimore Safe Haven

2117 North Charles Street
Baltimore,MD21218
n/a 501(3) general support 7,500

Beloved Community Services Corporation

1219 Druid Hill Avenue
Baltimore,MD21217
n/a 501(3) support for the Justice Thurgood Marshall Center 7,500

Beth Tfiloh Congregation

3300 Old Court Road
Baltimore,MD21208
n/a 501(3) support for scholarships through sponsorship of Spotlight 2024 14,000

Beth Tfiloh Congregation

3300 Old Court Road
Baltimore,MD21208
n/a 501(3) support for the Centennial Campaign 150,000

Black Girls Cook

2516 Oakley Avenue
Baltimore,MD212155307
n/a 501(3) support for Summer of Food program in Baltimore 15,000

Bridges Baltimore

PO Box 27805
Baltimore,MD21285
n/a 501(3) general support 25,000

Business & Human Rights Resource Centre

450 Lexington Avenue 4407
New York,NY10163
n/a 501(3) general support 20,000

CASA of Baltimore County Inc

102 West Pennsylvania Avenue Suite
101
Towson,MD21204
n/a 501(3) general support 12,500

CASH Campaign of Maryland

575 South Charles Street Suite 500
Baltimore,MD212012483
n/a 501(3) general support 15,000

Central Europe Center for Research and Documentation

1141 Loxford Terrace
Silver Spring,MD20901
n/a 501(3) general support 5,000

Chabad-Lubavitch of Maryland Inc

6701 Old Pimlico Road
Baltimore,MD21209
n/a 501(3) general support 5,000

Chai Lifeline

151 West 30th Street Floor 3
New York,NY100014007
n/a 501(3) support for the Mid-Atlantic regional office 20,000

Chai Lifeline

151 West 30th Street Floor 3
New York,NY100014007
n/a 501(3) support for the Teen Division 100,000

Chapter One

13553 State Road 54 Suite 50
Odessa,FL335563527
n/a 501(3) support for early literacy tutoring in Baltimore City Public Schools 30,000

Chizuk Amuno Congregation

8100 Stevenson Road
Baltimore,MD21208
n/a 501(3) support for the Krieger Schechter Day School Community Partnership Programs Initiative 10,000

Chizuk Amuno Congregation

8100 Stevenson Road
Baltimore,MD21208
n/a 501(3) support for the Krieger Schechter Day School 8th grade Hebrew language theatre production 20,000

Civic Works Inc

2701 Saint Lo Drive
Baltimore,MD212131100
n/a 501(3) support for the Housing Upgrades to Benefit Seniors program 20,000

Committee for Accuracy in Middle East Reporting in America

PO Box 35040
Boston,MA02135
n/a 501(3) general support 7,500

Committee for Accuracy in Middle East Reporting in America

PO Box 35040
Boston,MA02135
n/a 501(3) general support 7,500

Common Cause Education Fund

805 15th Street NW Suite 800
Washington,DC200052207
n/a 501(3) general support 10,000

Common Cause Education Fund

805 15th Street NW Suite 800
Washington,DC200052207
n/a 501(3) general support 25,000

Community Assistance Network Inc

7900 East Baltimore Street
Baltimore,MD212242010
n/a 501(3) general support 25,000

Congregation Ahavas Sholom

145 Broadway
Newark,NJ071043840
n/a 501(3) annual support 3,500

Connecticut College

270 Mohegan Avenue
New London,CT063204196
n/a 501(3) support for the annual fund 25,000

Connecticut College

270 Mohegan Avenue
New London,CT063204196
n/a 501(3) support for the Elizabeth B. and Arthur E. Roswell Endowment for Hillel 25,000

Digital Harbor Foundation

1045 Light Street
Baltimore,MD212304017
n/a 501(3) support for summer programming 17,500

Dyslexia Tutoring Program Inc

711 West 40th Street Suite 310
Baltimore,MD212112109
n/a 501(3) support for the summer camp program 17,500

EDGE Funders Alliance

Box 55960 29th Street
San Francisco,CA941104929
n/a 501(3) general support 1,500

Edward A Myerberg Senior Center Inc

3101 Fallstaff Road
Baltimore,MD212092967
n/a 501(3) support for the Tech-Knowledge Hub 25,000

Elev8 Baltimore

844 Roundview Road
Baltimore,MD21225
n/a 501(3) support for the Freedom Schools Summer program 25,000

Elijah Cummings Youth Program in Israel Inc

5750 Park Heights Avenue
Baltimore,MD21215
n/a 501(3) general support 25,000

Ematai

3926 West Touhy Avenue Suite 365
Lincolnwood,IL607121028
n/a 501(3) general support 7,500

EMpower-The Emerging Markets Foundation

106 West 32 Street
New York,NY10001
n/a 501(3) support for the endowment campaign 10,000

EMpower-The Emerging Markets Foundation

106 West 32 Street
New York,NY10001
n/a 501(3) general support 15,000

Encounter Programs Inc

1 West 4th Street
New York,NY10012
n/a 501(3) general support 7,500

Enoch Pratt Free Library of Baltimore City

400 Cathedral Street
Baltimore,MD212014401
n/a 501(3) support for the Social Worker in the Library program 7,500

Enoch Pratt Free Library of Baltimore City

400 Cathedral Street
Baltimore,MD212014401
n/a 501(3) support for the Social Worker in the Library program 7,500

Enoch Pratt Free Library of Baltimore City

400 Cathedral Street
Baltimore,MD212014401
n/a 501(3) support for the Career Online High School 25,000

Erin Levitas Education Foundation Inc

8 Reservoir Circle Suite 203
Baltimore,MD212086324
n/a 501(3) support for community outreach and education programs 15,000

Farm & Wilderness Foundation Inc

401 Farm Wilderness Road
Plymouth,VT05056
n/a 501(3) support for the Affordable for All initiative 25,000

Fonkoze USA

1900 L Street NW
Washington,DC20036
n/a 501(3) general support 11,500

Food Research and Action Center

1200 18th Street NW Suite 40
Washington,MD20036
n/a 501(3) support for Maryland Hunger Solutions 15,000

Foundation for Baltimore County Public Library

320 York Road
Towson,MD212045179
n/a 501(3) general support 5,000

FreeState Justice

2601 North Howard Street Suite 120
Baltimore,MD21218
n/a 501(3) support for legal services for Marylands LGBTQIA+ older adults 10,000

Friends of Maryland State Parks

3316 North Furnace Road
Jarrettsville,MD210841924
n/a 501(3) general support 5,000

Friends United Meeting

101 Quaker Hill Drive
Richmond,IN47374
n/a 501(3) support for the Ramallah Friends School 7,500

Fund for Educational Excellence

800 North Charles Street Suite 400
Baltimore,MD212015322
n/a 501(3) support for the Summer Field Trip Fund 18,700

Fund for Educational Excellence

800 North Charles Street Suite 400
Baltimore,MD212015322
n/a 501(3) support for CHARM: Voices of Baltimore Youth 20,000

Fund for Educational Excellence

800 North Charles Street Suite 400
Baltimore,MD212015322
n/a 501(3) support for the Middle Grades Partnership 25,000

Fund for Global Human Rights

1301 Connecticut Avenue NW Suite
400
Washington,DC20036
n/a 501(3) general support 5,000

Global Camps Africa

700 12th Street Suite 88
Lynchburg,VA24504
n/a 501(3) general support 9,000

Global Greengrants Fund

1802 1601 29th Street Suite 1282
Boulder,CO80301
n/a 501(3) general support 10,000

Goucher College

1021 Dulaney Valley Road
Baltimore,MD212042794
n/a 501(3) support for the Goucher Prison Education Partnership 5,000

Govans Ecumenical Development Corporation

401 East Woodbourne Avenue
Baltimore,MD21212
n/a 501(3) support for the Older Adults Services program 20,000

GreenLight Fund

50 Milk Street 16th Floor
Boston,MA02109
n/a 501(3) support for GreenLight Baltimore 20,000

Haiti Clinic

865 37th Place
Vero Beach,FL329606564
n/a 501(3) general support 10,000

Har Sinai - Oheb Shalom Congregation

7310 Park Heights Avenue
Baltimore,MD212085436
n/a 501(3) annual support 21,000

Helping Up Mission

1029 East Baltimore Street
Baltimore,MD212024705
n/a 501(3) general support 15,000

Hide and Seek Foundation

6475 East Pacific Coast Highway
Suite 466
Long Beach,CA90803
n/a 501(3) support for the SOAR/NPC Collaborative 5,000

Homeless Persons Representation Project

201 North Charles Street Suite 1104
Baltimore,MD21201
n/a 501(3) general support 15,000

Honest Reporting

165 East 56th Street 2nd Floor
New York,NY100222709
n/a 501(3) general support 20,000

HopeWell Cancer Support

PO Box 755
Brooklandville,MD210220755
n/a 501(3) general support 20,000

Horizon Day Camp

8 Market Place Suite 331
Baltimore,MD21202
n/a 501(3) general support 15,000

imadi

1299 Lamberton Drive Unit 205
Silver Spring,MD20902
n/a 501(3) general support 25,000

Institute for Islamic Christian and Jewish Studies Inc

956 Dulaney Valley Road
Baltimore,MD212042633
n/a 501(3) general support 50,000

Interfaith America

141 West Jackson Boulevard Suite
3200
Chicago,IL60604
n/a 501(3) general support 50,000

Israel Guide Dog Center for the Blind

968 Easton Road Suite H
Warrington,PA18976
n/a 501(3) general support 10,000

Itineris Foundation

2050-A Rockrose Avenue
Baltimore,MD21211
n/a 501(3) general support 10,000

JBI Library

110 East 30th Street
New York,NY100167393
n/a 501(3) general support 2,500

JEWELS Jewish Education Where Every Level Succeeds

31 Walker Avenue
Pikesville,MD21208
n/a 501(3) general support 7,500

Jewish Community Center of Baltimore Inc

3506 Gwynnbrook Avenue
Owings Mills,MD21117
n/a 501(3) support for HaZamir Baltimore 7,500

Jewish Community Center of Baltimore Inc

3506 Gwynnbrook Avenue
Owings Mills,MD21117
n/a 501(3) support for youth and/or special needs programming 15,000

Jewish Teen Advancement Program Inc

2904 Smith Avenue
Baltimore,MD21208
n/a 501(3) general support 7,500

Job Opportunities Task Force Inc

201 North Charles Street Suite 2404
Baltimore,MD212014110
n/a 501(3) general support 15,000

Kovno Communications Inc

2600 Tenth Street 628
Berkeley,CA94710
n/a 501(3) support for the "Labors of Love: Henrietta Szolds Life and Legacy" documentary 7,070

Lake Roland Nature Council

1000 Lakeside Drive
Baltimore,MD212101047
n/a 501(3) general support 5,000

League of Women Voters Education Fund

1233 20th Street NW Suite 500
Washington,DC200362376
n/a 501(3) general support 25,000

Legal Aid Bureau Inc

500 East Lexington Street
Baltimore,MD21202
n/a 501(3) support for the Lawyer in the Library program in Baltimore County 10,000

Legal Aid Bureau Inc

500 East Lexington Street
Baltimore,MD21202
n/a 501(3) support for the Long Term Care Assistance Project 25,000

LifeBridge Health

2401 West Belvedere Avenue
Baltimore,MD212155271
n/a 501(3) general support through sponsorship of the Race for Our Kids 2,500

LifeBridge Health

2401 West Belvedere Avenue
Baltimore,MD212155271
n/a 501(3) support for the Magic of Life Gala 2024 18,000

LifeBridge Health

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

Literacy Assistance Center Inc

85 Broad Street 27th Floor
New York,NY10004
n/a 501(3) general support 45,000

Maryland Book Bank

1794 Union Avenue
Baltimore,MD21211
n/a 501(3) general support 30,000

Maryland Family Network Inc

1800 Washington Boulevard Suite 445
Baltimore,MD21230
n/a 501(3) general support 15,000

Maryland Food Bank Inc

2200 Halethorpe Farms Road
Baltimore,MD212270000
n/a 501(3) general support 40,000

Maryland Volunteer Lawyers Service

201 North Charles Street Suite 1400
Baltimore,MD212014102
n/a 501(3) support for the Community Stabilization for Older Adults Program 15,000

Meals on Wheels of Central Maryland Inc

515 South Haven Street
Baltimore,MD212244239
n/a 501(3) general support 30,000

Morningside Center for Teaching Social Responsibility

475 Riverside Drive Suite 550
New York,NY101150079
n/a 501(3) support for the "Teach for Climate Justice" book project 5,000

Morningside Center for Teaching Social Responsibility

475 Riverside Drive Suite 550
New York,NY101150079
n/a 501(3) general support 15,000

Moveable Feast

901 North Milton Avenue
Baltimore,MD21205
n/a 501(3) general support 25,000

Music & Memory

160 First StreetPO Box 590
Mineola,NY11501
n/a 501(3) general support 35,000

MYLAW Maryland Youth & the Law

520 West Fayette Street 4th Floor
Baltimore,MD21201
n/a 501(3) support for the Law Links High School Summer Internship program 15,000

National Council of Jewish Women

2055 L Street NW Suite 650
Washington,DC200364991
n/a 501(3) general support 18,000

National Council of Jewish Women

2055 L Street NW Suite 650
Washington,DC200364991
n/a 501(3) support for efforts to promote and protect the vote 25,000

New Israel Fund

PO Box 70358
Philadelphia,PA191760358
n/a 501(3) support for Standing Together 7,500

North American Friends of Oranim Inc

1111 East Fairy Chasm Road
Milwaukee,WI532171427
n/a 501(3) support for the Oranim Academic College of Education for the Galilee Dreamers program 20,000

North Star Fund

520 Eighth Avenue Floor 22
New York,NY10018
n/a 501(3) general support 10,000

Parks & People Foundation

2100 Liberty Heights Avenue
Baltimore,MD212172072
n/a 501(3) support for Super Kids Camp 15,000

Partners in Care

8151-C Ritchie Highway
Pasadena,MD211223940
n/a 501(3) general support 15,000

Penn Hillel

215 South 39th Street
Philadelphia,PA191043606
n/a 501(3) general support 15,000

Pikesville Armory Foundation

PO Box 212
Stevenson,MD211530212
n/a 501(3) general support 125,000

Planned Parenthood of Maryland

330 North Howard Street
Baltimore,MD212013610
n/a 501(3) support for Education and Training programs for young people 20,000

Pro Bono Counseling

1500 Union Avenue Suite 2100
Baltimore,MD21211
n/a 501(3) support for the Mental Health WARMline 20,000

Protect Democracy Project

2020 Pennsylvania Avenue NW Suite
163
Washington,DC200061811
n/a 501(3) general support 25,000

ReachOut Jewish Educational Services

123 Flanders Court
Delray Beach,FL334845222
n/a 501(3) general support 10,000

Reproductive Freedom for All Foundation

1725 Eye Street NW Suite 900
Washington,DC20006
n/a 501(3) general support 10,000

Safe Alternative Foundation for Education

1501 West Lexington Street
Baltimore,MD21223
n/a 501(3) support for the SAFE Summer Camp 20,000

Shoresh Inc

3723 Old Court Road Suite 206
Baltimore,MD21208
n/a 501(3) support for scholarships to enable disadvantaged children to attend camp 25,000

Sisterhood of Salaam Shalom

PO Box 11621 Union Avenue
Bala Cynwyd,PA19004
n/a 501(3) general support 30,000

Southwest Sports and Fitness Alliance

1428 Hollins Street
Baltimore,MD212232416
n/a 501(3) support to renovate and re-open the Poppleton Recreation Center 25,000

Springboard Collaborative

1500 John F Kennedy Boulevard Suite
1160
Philadelphia,PA191021710
n/a 501(3) support for Springboard Summer in Baltimore 35,000

St Ambrose Housing Aid Center

321 East 25th Street
Baltimore,MD21218
n/a 501(3) support for the Homesharing Program 20,000

St Vincent de Paul Society

2305 North Charles Street Suite 300
Baltimore,MD212185297
n/a 501(3) support for Camp St. Vincent 15,000

TAMID Group

1100 Wayne Avenue Suite 850
Silver Spring,MD209105625
n/a 501(3) support for Israel internship opportunities for non-Jewish students 10,000

The American Jewish Committee

165 East 56 Street
New York,NY100222746
n/a 501(3) general support for Project Interchange 75,000

The Associated Jewish Community Federation of Baltimore Inc

5700 Park Heights Avenue
Baltimore,MD21215
n/a 501(3) support for the four Hillel campus programs in the Baltimore metropolitan area 10,000

The Baltimore Symphony Orchestra

1212 Cathedral Street
Baltimore,MD212015556
n/a 501(3) support for the OrchKids summer program 15,000

The Iris Music Project

9607 Rocksparkle Row
Columbia,MD210454337
n/a 501(3) support for Ensemble Programs at Weinberg Villages and Manors in Baltimore 7,500

The Jewish Museum of Maryland

15 Lloyd Street
Baltimore,MD21202
n/a 501(3) support for the development of the Next Generations exhibit 15,000

The Lambi Fund of Haiti

1050 Connecticut Avenue NW Suite
500
Washington,DC20036
n/a 501(3) general support 10,000

The Park School

2425 Old Court Road
Baltimore,MD212083430
n/a 501(3) general support 21,000

The Park School

2425 Old Court Road
Baltimore,MD212083430
n/a 501(3) support for The Promise of Park campaign 240,000

The Red Devils

PO Box 36291
Towson,MD21286
n/a 501(3) general support 4,000

Tobias's Tent

2527 Farringdon Road
Baltimore,MD212092547
n/a 501(3) start-up support in memory of Tobias Vogelstein 18,000

Union of Orthodox Jewish Congregations of America

40 Rector Street 4th Floor
New York,NY100061733
n/a 501(3) support for the Jewish Student Union program of NCSY Baltimore 15,000

Usher 1F Collaborative Inc

321 Walnut Street 228
Newtonville,MA024601927
n/a 501(3) support to fund research for a cure for Usher Syndrome Type 1F 7,500

Wide Angle Youth Media Inc

2507 North Howard Street Suite 100
Baltimore,MD212184964
n/a 501(3) support for the MediaWorks summer program 17,500

Winnebago Alumni Association

401 Saint Christophers Road
Richmond,VA232262723
n/a 501(3) support for scholarships for minority campers 7,000

WITNESS

228 Park Avenue South Suite 26641
New York,NY100031502
n/a 501(3) general support 42,500

Women's Law Center Inc

102 West Pennsylvania Avenue Suite
100
Towson,MD21204
n/a 501(3) general support 10,000

Women's Law Center Inc

102 West Pennsylvania Avenue Suite
100
Towson,MD21204
n/a 501(3) general support 10,000

Yiddish Book Center

1021 West Street
Amherst,MA010023375
n/a 501(3) general support 20,000

Yiddish Book Center

1021 West Street
Amherst,MA010023375
n/a 501(3) support for the 'Tsukunft-The Future' endowment campaign 72,000

Youth Empowered Society

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

ZAKA - Search and Rescue

1269 41st Street
Brooklyn,NY112182668
n/a 501(3) general support for ZAKA's work in Israel 7,500
Total .................................right arrow 3a 3,146,770
bApproved for future payment

The American Jewish Committee
165 East 56 Street
New York,NY100222746
n/a 501(3) general support for Project Interchange 75,000

Art with a Heart Inc
3000 Falls Road
Baltimore,MD21211
n/a 501(3) general support 50,000

Arts for Learning Maryland
21 East North Avenue 1st Floor
Baltimore,MD212020000
n/a 501(3) support for the Summer Arts & Learning Academy 25,000

The Baltimore Symphony Orchestra
1212 Cathedral Street
Baltimore,MD212015556
n/a 501(3) support for the OrchKids summer program 15,000

Chai Lifeline
151 West 30th Street Floor 3
New York,NY100014007
n/a 501(3) support for the Mid-Atlantic regional office 20,000

Civic Works Inc
2701 Saint Lo Drive
Baltimore,MD212131100
n/a 501(3) support for the Housing Upgrades to Benefit Seniors program 20,000

Digital Harbor Foundation
1045 Light Street
Baltimore,MD212304017
n/a 501(3) support for summer programming 17,500

Edward A Myerberg Senior Center Inc
3101 Fallstaff Road
Baltimore,MD212092967
n/a 501(3) support for the Tech-Knowledge Hub 25,000

Elev8 Baltimore
844 Roundview Road
Baltimore,MD21225
n/a 501(3) support for the Freedom Schools Summer program 25,000

Elijah Cummings Youth Program in Israel Inc
5750 Park Heights Avenue
Baltimore,MD21215
n/a 501(3) general support 25,000

Enoch Pratt Free Library of Baltimore City
400 Cathedral Street
Baltimore,MD212014401
n/a 501(3) support for the Career Online High School 25,000

Erin Levitas Education Foundation Inc
8 Reservoir Circle Suite 203
Baltimore,MD212086324
n/a 501(3) support for community outreach and education programs 15,000

Farm & Wilderness Foundation Inc
401 Farm Wilderness Road
Plymouth,VT05056
n/a 501(3) support for the Affordable for All initiative 25,000

Fund for Educational Excellence
800 North Charles Street Suite 400
Baltimore,MD212015322
n/a 501(3) support for the Middle Grades Partnership 20,000

Global Camps Africa
700 12th Street Suite 88
Lynchburg,VA24504
n/a 501(3) general support 9,000

Govans Ecumenical Development Corporation
401 East Woodbourne Avenue
Baltimore,MD21212
n/a 501(3) support for the Older Adults Services program 20,000

Homeless Persons Representation Project
201 North Charles Street Suite 1104
Baltimore,MD21201
n/a 501(3) general support 15,000

Institute for Islamic Christian and Jewish Studies Inc
956 Dulaney Valley Road
Baltimore,MD212042633
n/a 501(3) general support 50,000

Institute for Islamic Christian and Jewish Studies Inc
956 Dulaney Valley Road
Baltimore,MD212042633
n/a 501(3) support for the Advancing Hope/Dismantling Hate campaign 500,000

Interfaith America
141 West Jackson Boulevard Suite
3200
Chicago,IL60604
n/a 501(3) general support 50,000

Jewish Community Center of Baltimore Inc
3506 Gwynnbrook Avenue
Owings Mills,MD21117
n/a 501(3) support for HaZamir Baltimore 7,500

Job Opportunities Task Force Inc
201 North Charles Street Suite 2404
Baltimore,MD212014110
n/a 501(3) general support 10,000

Legal Aid Bureau Inc
500 East Lexington Street
Baltimore,MD21202
n/a 501(3) support for the Long Term Care Assistance Project 25,000

Literacy Assistance Center Inc
85 Broad Street 27th Floor
New York,NY10004
n/a 501(3) general support 45,000

Maryland Book Bank
1794 Union Avenue
Baltimore,MD21211
n/a 501(3) general support 30,000

Maryland Family Network Inc
1800 Washington Boulevard Suite 445
Baltimore,MD21230
n/a 501(3) general support 15,000

Meals on Wheels of Central Maryland Inc
515 South Haven Street
Baltimore,MD212244239
n/a 501(3) general support 30,000

Moveable Feast
901 North Milton Avenue
Baltimore,MD21205
n/a 501(3) general support 25,000

MYLAW Maryland Youth & the Law
520 West Fayette Street 4th Floor
Baltimore,MD21201
n/a 501(3) support for the Law Links High School Summer Internship program 10,000

NJ LEEP
12 Lombardy Street Suite 303
Newark,NJ071023210
n/a 501(3) support for the David and Isidor Hirschhorn Scholarship Fund 57,500

Parks & People Foundation
2100 Liberty Heights Avenue
Baltimore,MD212172072
n/a 501(3) support for Super Kids Camp 10,000

Planned Parenthood of Maryland
330 North Howard Street
Baltimore,MD212013610
n/a 501(3) support for Education and Training programs for young people 20,000

Safe Alternative Foundation for Education
1501 West Lexington Street
Baltimore,MD21223
n/a 501(3) support for the SAFE Summer Camp 15,000

Shoresh Inc
3723 Old Court Road Suite 206
Baltimore,MD21208
n/a 501(3) support for scholarships to enable disadvantaged children to attend camp 25,000

Springboard Collaborative
1500 John F Kennedy Boulevard Suite
1160
Philadelphia,PA191021710
n/a 501(3) support for Springboard Summer in Baltimore 25,000

TAMID Group
1100 Wayne Avenue Suite 850
Silver Spring,MD209105625
n/a 501(3) support for Israel internship opportunities for non-Jewish students 30,000

Wide Angle Youth Media Inc
2507 North Howard Street Suite 100
Baltimore,MD212184964
n/a 501(3) support for the MediaWorks summer program 17,500
Total ................................. right arrow 3b 1,424,000
Form 990-PF (2024)
Form 990-PF (2024)
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 2,582  
4 Dividends and interest from securities ....     14 977,857  
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 ............
    14 1,551,155  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aAxiom Asia Private Capital Fund II
    18 -5,279  
bAxiom Asia IV 900001 161 18 -8,509  
cCenterbridge Partners R/E     18 -3,571  
dCPREF AIV I 900001 4,645 18 -2,417  
eCPREF AIV II     18 -646  
fCPREF AIV III     18 -799  
gCPREF AIV IV-A 900001 -4,866 18 -4,890  
hCPREF AIV V     18 -958  
iCPREF Cayman LP     18 1,572  
jContrarian Distressed R/E Debt Fund IV     18 -11,143  
kGlobal Alpha International Small Cap     18 -12,837  
lHarrison Street V     18 -3,150  
mMadison Intl Real Estate Liq Fund VI     18 13,813  
nMesirow Financial PE Ptship IV 900001 -3,004 18 -3,633  
oOcean Avenue Fund III 900001 432 18 -5,352  
pOcean Avenue Fund IV     18 -8,724  
qPrime IV     18 -10  
rPerennial Real Estate Fund 900001 -1,829 18 -4,683  
sPrivate Equity Investment Fund V     18 -12,025  
tTaconic CRE Dislocation Fund     18 -1,738  
12 Subtotal. Add columns (b), (d), and (e) .. -4,356 2,451,335 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,446,979
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
Firm's EIN Right Arrow
Firm's address Right Arrow


Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
David & Barbara B Hirschhorn
Foundation Inc
Employer identification number

52-1489400
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
David & Barbara B Hirschhorn
Foundation Inc
Employer identification number
52-1489400
Part I
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 and Production Corporation
 
One South Street STE 2800
 
Baltimore, MD212023298

$ 239,292


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
2
American Trading and Production Corporation
 
One South Street STE 2800
 
Baltimore, MD212023298

$ 10,708


(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
David & Barbara B Hirschhorn
Foundation Inc
Employer identification number

52-1489400
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
6,800 Shs BP $ 239,292 2024-01-09
(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
David & Barbara B Hirschhorn
Foundation Inc
Employer identification number

52-1489400
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
David & Barbara B Hirschhorn
 
Foundation Inc
EIN:
52-1489400
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Atapco Financial Services 87,919 26,376   61,543

TY 2024 InvestmentsOtherSchedule2
Name:
David & Barbara B Hirschhorn
 
Foundation Inc
EIN:
52-1489400
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
57 Stars Global Fund IV AT COST 195,949 579,410
57 Stars Global Opportunity III AT COST 161,444 278,136
Artisan Developing World AT COST 693,022 1,283,713
Avenue Aviation AT COST 508,060 459,905
Axiom Asia II AT COST 421,534 251,728
Axiom Asia IV AT COST 221,649 509,529
Blackrock Strat Income Opps AT COST 1,903,092 1,856,461
Centerbridge Partners R/E Associates AT COST 483,954 766,138
Chatham High Yield AT COST 750,000 1,390,818
Contrarian Distressed IV AT COST 761,928 649,025
Davidson Kempner Int'l AT COST 1,500,000 2,459,718
Dimensional International Small Cap AT COST 973,205 940,088
Fir Tree Real Estate AT COST 18,575 3,271
Global Alpha International Small Cap AT COST 51,246 51,246
GT Distressed III AT COST 49,500 142,457
Harrison Street V AT COST 112,913 173,029
Invesco FTSE RAFI US 1000 ETF AT COST 2,481,464 3,209,047
Ishares S&P Midcap ETF AT COST 771,342 1,035,779
Ishares S&P Smallcap ETF AT COST 767,600 942,384
Lexington LCP VII AT COST 0 42,049
Lighthouse Global Long/Short Fund AT COST 1,000,000 1,539,160
Madison Fund VI AT COST 636,774 631,073
Magnitude International AT COST 1,019,108 2,670,097
Mesirow IV Private Equity IV AT COST 98,106 132,774
Narrow River Capital AT COST 500,000 540,297
Ocean Avenue Fund III AT COST 216,534 516,208
Ocean Avenue Fund IV AT COST 348,073 543,351
Perennial Real Estate Fund AT COST 0 24,707
Pimco Commodity R.R. Strat AT COST 958,091 645,964
Pimco Real Return Fund AT COST 1,638,661 1,529,885
Pimco Total AT COST 2,015,484 2,058,947
Pinehurst Institutional Ltd AT COST 698,675 2,375,083
Private Equity Investors V LP AT COST 171,943 222,287
RCP Direct III Cayman Feeder AT COST 93,062 505,315
RCP Fund VI AT COST 2,854 2,370
RCP Fund XI AT COST 63,662 877,623
RTW Innovation Offshore Fund AT COST 250,000 283,620
State of Israel Bonds AT COST 50,000 50,000
Taconic CRE Dislocation Fund AT COST 316,843 219,959
Taconic IV (Axonic) AT COST 50,244 50,000
Tiger Pacific Offshore Fund AT COST 1,000,000 1,141,865
Vanguard Dev Mkt Index AT COST 8,282,030 9,022,067
Vanguard Dividend Appreciation (FRMLY Specialized) AT COST 846,938 3,024,203
Vanguard S&P 500 ETF (FRMLY INDEX) AT COST 1,220,046 5,011,472
Vanguard ST Treasury Index AT COST 689,702 696,531
VIA VII-VC AT COST 207,803 533,283
W Capital Partners III AT COST 132,055 154,369

TY 2024 OtherAssetsSchedule
Name:
David & Barbara B Hirschhorn
 
Foundation Inc
EIN:
52-1489400
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
Interest and Dividends receivable 8,807 6,784 6,784
Receivable - Centerbridge Partners R/E Associates 13,065 20,084 20,084
Recovery of Grant - CAMERA   7,500 7,500


TY 2024 OtherDecreasesSchedule
Name:
David & Barbara B Hirschhorn
 
Foundation Inc
EIN:
52-1489400
Description Amount
Stock Donations - Difference between tax and cost basis 238,410


TY 2024 OtherExpensesSchedule
Name:
David & Barbara B Hirschhorn
 
Foundation Inc
EIN:
52-1489400
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Bank Fees 16 0   16
Dues & Subscriptions 175 0   175
Equipment Expense 879 0   879
Equipment Maintenance 173 0   173
IT Expenses 2,467 0   2,467
Postage 516 0   516
Software Expenses 2,105 0   2,105
Supplies 95 0   95
Telephone 1,014 0   1,014
Website 785 0   785
Investment Compliance 185 185   0


TY 2024 OtherIncomeSchedule2
Name:
David & Barbara B Hirschhorn
 
Foundation Inc
EIN:
52-1489400
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Axiom Asia Private Capital Fund II -5,279 -5,279 -5,279
Axiom Asia IV -8,348 -8,509 -8,348
Centerbridge Partners R/E -3,571 -3,571 -3,571
CPREF AIV I 1,996 -2,417 2,228
CPREF AIV II -646 -646 -646
CPREF AIV III -799 -799 -799
CPREF AIV IV-A -9,758 -4,890 -9,756
CPREF AIV V -958 -958 -958
CPREF Cayman LP 1,572 1,572 1,572
Contrarian Distressed R/E Debt Fund IV -11,143 -11,143 -11,143
Global Alpha International Small Cap -12,837 -12,837 -12,837
Harrison Street V -3,150 -3,150 -3,150
Madison Intl Real Estate Liq Fund VI 13,813 13,813 13,813
Mesirow Financial PE Ptship IV -6,649 -3,633 -6,637
Ocean Avenue Fund III -5,281 -5,352 -4,920
Ocean Avenue Fund IV -8,724 -8,724 -8,724
Prime IV -10 -10 -10
Perennial Real Estate Fund -6,513 -4,683 -6,512
Private Equity Investment Fund V -12,030 -12,025 -12,025
Taconic CRE Dislocation Fund -1,738 -1,738 -1,738
Taconic IV (Axonic) -2,267 -2,371 -2,267
VIA VII-VC 778 778 778
W Capital Partners III -3,686 -3,687 -3,686


TY 2024 OtherIncreasesSchedule
Name:
David & Barbara B Hirschhorn
 
Foundation Inc
EIN:
52-1489400
Description Amount
Perennial Real Estate - Suspended Book Loss 1,988


TY 2024 OtherProfessionalFeesSchedule
Name:
David & Barbara B Hirschhorn
 
Foundation Inc
EIN:
52-1489400
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Greycourt 109,058 109,058   0
Executive Search - Consulting Fee 9,923 0   9,923


TY 2024 TaxesSchedule
Name:
David & Barbara B Hirschhorn
 
Foundation Inc
EIN:
52-1489400
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Foreign Tax Paid 43,659 43,659   0
Excise Taxes 24,000 0   0
2023 Federal Withholding paid in 2024 - Centerbridge AIV I 4,963 0   0
State Tax Withheld 2,799 2,799   0