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
THE HACKERMAN FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)901 DULANEY VALLEY ROAD SUITE 900
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TOWSON, MD21204
A Employer identification number

52-1459149
B Telephone number (see instructions)

(410) 296-1735
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$94,848,821J 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) 49,190,739
2 Check right arrow.............
3 Interest on savings and temporary cash investments 1,590,988 1,496,715  
4 Dividends and interest from securities... 649,860 648,905  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,030,675
b Gross sales price for all assets on line 6a 24,202,842
7 Capital gain net income (from Part IV, line 2)... 2,030,675
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
110,212 141,112  
12 Total. Add lines 1 through 11........ 53,572,474 4,317,407  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
16,337 0   0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
58,350 0   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
143,125 0   143,125
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
55,035 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 17,322 0   0
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
660,863 512,602   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 951,032 512,602   143,125
25 Contributions, gifts, grants paid....... 12,268,246 12,268,246
26 Total expenses and disbursements. Add lines 24 and 25 13,219,278 512,602   12,411,371
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 40,353,196
b Net investment income (if negative, enter -0-) 3,804,805
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......... 188,475 24,205,719 24,205,719
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) 5,852,099 Click to see attachment
List of Attached Documents:
// Content
8,394,261 		8,443,723
b Investments—corporate stock (attach schedule)....... 27,671,838 Click to see attachment
List of Attached Documents:
// Content
32,340,943 		37,901,162
c Investments—corporate bonds (attach schedule)....... 4,828,913 Click to see attachment
List of Attached Documents:
// Content
3,302,914 		3,284,772
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).......... 8,159,915 Click to see attachment
List of Attached Documents:
// Content
18,632,630 		20,812,917
14 Land, buildings, and equipment: basis right arrow165,142
Less: accumulated depreciation (attach schedule) right arrow   0 165,142 165,142
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
35,386 		Click to see attachment
List of Attached Documents:
// Content
35,386
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 46,701,240 87,076,995 94,848,821
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 46,701,240 87,076,995
29 Total net assets or fund balances (see instructions)..... 46,701,240 87,076,995
30 Total liabilities and net assets/fund balances (see instructions). 46,701,240 87,076,995
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
46,701,240
2
Enter amount from Part I, line 27a .....................
2
40,353,196
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
22,559
4
Add lines 1, 2, and 3 ..........................
4
87,076,995
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
87,076,995
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 1231 GAIN FROM - ICAPITAL ARCTOS P    
b CAPITAL GAIN DISTRIBUTIONS - RBC P    
c CAPITAL GAINS FROM SALE - BREVAN HOWARD - LT P    
d CAPITAL GAINS FROM SALE - BREVAN HOWARD - ST P    
e CAPITAL GAINS FROM SALE - BREVAN HOWARD - UBTI - LT P    
CAPITAL GAINS FROM SALE - BREVAN HOWARD - UBTI - ST P    
CAPITAL GAINS FROM SALE - G SQUARED VI LP - LT P    
CAPITAL GAINS FROM SALE - G SQUARED VI LP - ST P    
CAPITAL GAINS FROM SALE - ICAPITAL ARCTOS SPORTS - LT P    
CAPITAL GAINS FROM SALE - ICAPITAL ARCTOS SPORTS - ST P    
CAPITAL GAINS FROM SALE - ICAPITAL ARCTOS SPORTS - UBTI - LT P    
CAPITAL GAINS FROM SALE - ICAPITAL ARCTOS SPORTS - UBTI - ST P    
CAPITAL GAINS FROM SALE - KKR PRIVATE EQUITY CONGLOMERATE LLC P    
CAPITAL GAINS FROM SALE - RBC - LT P    
CAPITAL GAINS FROM SALE - RBC - ST P    
CAPITAL GAINS FROM SALE - SAMLYN FUND - LT P    
CAPITAL GAINS FROM SALE - SAMLYN FUND - UBTI - LT P    
CAPITAL GAINS FROM SALE - SAMLYN FUND - ST P    
CAPITAL GAINS FROM SALE - SAMLYN FUND - UBTI - ST P    
CAPITAL GAINS FROM SALE - UBS - LT P    
CAPITAL GAINS FROM SALE - UBS - ST 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 221     221
b 161,015     161,015
c 7,030     7,030
d 5,349     5,349
e 5,090     5,090
3,908     3,908
58,066     58,066
6,941     6,941
24     24
    3 -3
4,432     4,432
436     436
7,912     7,912
5,723,329   5,576,657 146,672
386,091   447,032 -60,941
13,303     13,303
1,124     1,124
    29,103 -29,103
    2,457 -2,457
14,768,201   13,366,915 1,401,286
3,050,370   2,750,000 300,370
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       221
b       161,015
c       7,030
d       5,349
e       5,090
      3,908
      58,066
      6,941
      24
      -3
      4,432
      436
      7,912
      146,672
      -60,941
      13,303
      1,124
      -29,103
      -2,457
      1,401,286
      300,370
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 2,030,675
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 52,887
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 52,887
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 52,887
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 27,662
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 90,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 117,662
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 64,775
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow64,775 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
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 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. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowTAMMY FANNING Telephone no.right arrow (410) 296-1735

Located atright arrow901 DULANEY VALLEY ROAD SUITE 900TOWSONMD ZIP+4right arrow21204
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 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
 
No
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
 
 
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
NANCY HACKERMAN PRESIDENT / TREASURER
4.00 		0 0 0
901 DULANEY VALLEY RD STE 900
TOWSON,MD21204
AUDREY REGO SECRETARY
4.00 		0 0 0
901 DULANEY VALLEY RD STE 900
TOWSON,MD21204
STEVEN HACKERMAN VICE PRESIDENT
4.00 		0 0 0
901 DULANEY VALLEY RD STE 900
TOWSON,MD21204
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
PLUCK LLC CONSULTING 125,000
905 DROHOMER PLACE
BALTIMORE,MD21210
SC&H GROUP INC ACCOUNTING 58,350
910 RIDGEBROOK RD
SPARKS,MD21152
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (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
72,033,423
b
Average of monthly cash balances.......................
1b
313,650
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
72,347,073
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
72,347,073
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,085,206
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
71,261,867
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,563,093
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
3,563,093
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
52,887
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
52,887
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,510,206
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
3,510,206
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
3,510,206
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
12,411,371
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
12,411,371
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 3,510,206
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...... 4,188,196
b From 2020...... 3,110,960
c From 2021...... 3,353,526
d From 2022...... 2,653,355
e From 2023...... 4,365,993
f Total of lines 3a through e ........ 17,672,030
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 12,411,371
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..... 3,510,206
e Remaining amount distributed out of corpus 8,901,165
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 26,573,195
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) ... 		4,188,196
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		22,384,999
10 Analysis of line 9:
a Excess from 2020.... 3,110,960
b Excess from 2021.... 3,353,526
c Excess from 2022.... 2,653,355
d Excess from 2023.... 4,365,993
e Excess from 2024.... 8,901,165
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 email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (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

NATIONAL PHILANTHROPIC TRUST

165 TOWNSHIP LINE RD STE 1200
JENKINTOWN,PA19046 		  PC CONTRIBUTION TO DONOR ADVISED FUND 3,955,869

AMERICAN JEWISH JOINT DISTRIBUTIONCOMMITTEE INC

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

ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE INC

5700 PARK HEIGHTS AVE
BALTIMORE,MD21215 		  PC 2019 ANNUAL FUND - JDC 800,000

TURNAROUND INC

8503 LASALLE ROAD FL 2
TOWSON,MD21286 		  PC SUPPORT SERVICES 630,000

ROCKEFELLER PHILANTHROPY ADVISORS INC

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

YESHIVAS OHR YISSOCHOR ACADEMY INC

300 CROSS STREET
LAKEWOOD,NJ08710 		  PC JEWISH EDUCATION 300,000

JOHNS HOPKINS UNIVERSITY

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

IRC'S CENTER FOR ECONOMIC OPPORTUNITY

PO BOX 15218
SAN DIEGO,CA92915 		  PC TO SUPPORT LOAN CAPITAL FOR BALTIMORE SPECIFIC LENDIING 250,000

ST VINCENT DE PAUL SOCIETY OF BALTIMORE

2305 N CHARLES ST STE 300
BALTIMORE,MD21218 		  PC COMMUNITY SUPPORT 250,000

BOYS & GIRLS CLUBS OF METROPOLITAN BALTIMORE

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

THE SAMARITAN COMMUNITY

1407 BOLTON ST
BALTIMORE,MD21217 		  PC COMMUNITY ASSISTANCE 150,000

JOHNS HOPKINS SCHOOL OF NURSING

3910 KESWICK ROAD SUITE N2100
BALTIMORE,MD21211 		  PC EDUCATION 150,000

PLANNED PARENTHOOD OF MARYLAND INC

330 NORTH HOWARD STREET
BALTIMORE,MD21201 		  PC REPRODUCTIVE HEALTHCARE 140,000

CASH CAMPAIGN OF MARYLAND

575 S CHARLES ST STE 500
BALTIMORE,MD21201 		  PC ECONOMIC ADVANCEMENT 125,000

THE IDI FOUNDATION INC

1266 WEST PACES FERRY ROAD SUITE
615
ATLANTA,GA30327 		  PC FORTIFYING ISRAEL'S DEMOCRATIC INSTITUTIONS AND VALUES 100,020

CIVIC WORKS

2701 ST LO DRIVE
BALTIMORE,MD21213 		  PC COMMUNITY SUPPORT 100,000

THREAD INC

PO BOX 1584
BALTIMORE,MD21203 		  PC YOUTH ASSISTANCE 100,000

GOODWILL INDUSTRIES OF THE CHESAPEAKE

222 E REDWOOD ST
BALTIMORE,MD21202 		  PC WORKFORCE DEVELOPMENT AND OTHER SOCIAL SERVICES FOR PEOPLE WITH DISABILITIES 100,000

HABITAT FOR HUMANITY OF THE CHESAPEAKE

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

BRIDGES BALTIMORE

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

MEALS ON WHEELS OF CENTRAL MARYLAND INC

515 S HAVEN ST
BALTIMORE,MD21224 		  PC PROVIDING NUTRITIOUS MEALS AND INDIVIDUALIZED SUPPORT 100,000

COLLEGEBOUND FOUNDATION

2507 N HOWARD ST STE 200
BALTIMORE,MD21218 		  PC SUPPORTS POSTSECONDARY EDUCATION IN BALTIMORE CITY PUBLIC SCHOOLS 100,000

SOUTHEAST COMMUNITY DEVELOPMENT CORPORATION INC

3323 EASTERN AVE STE 200
BALTIMORE,MD21224 		  PC COMMUNITY SUPPORT 100,000

PARKS & PEOPLE INC

2100 LIBERTY HEIGHTS AVENUE
BALTIMORE,MD21217 		  PC EDUCATION, ENVIROMENT & SERVICES OPERATING SUPPORT 100,000

AGUDATH ISRAEL OF BALTIMORE INC

6202 PARK HEIGHTS AVE
BALTIMORE,MD21215 		  PC JEWISH SUPPORT SERVICES 85,000

JEREMIAH PROGRAM

729 WASHINGTON AVE N STE 600
MINNEAPOLIS,MN55401 		  PC FINANCIAL SUPPORT FOR SINGLE MOTHER'S AND THEIR CHILDREN 80,000

ELEV8 BALTIMORE INC

210 W 28TH STREET
BALTIMORE,MD21211 		  PC EDUCATION SUPPORT 75,000

WOMENS HEALTH CENTER OF WEST VIRGINIA INC

PO BOX 20580
CHARLESTON,WV25362 		  PC PROVIDE AND ADVOCATE FOR AFFORDABLE HEALTHCARE 75,000

REBUILD METRO INC

1129 N CAROLINE ST
BALTIMORE,MD21213 		  PC REBUILDING & RESTORING HOMES AND COMMUNITY SUPPORT 75,000

ASSOCIATED CATHOLIC CHARITIES

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

YESHIVAS LUBAVITCH OF BALTIMORE INC

6702 PARK HEIGHTS AVE
BALTIMORE,MD21215 		  PC JEWISH COMMUNITY CENTER 70,000

THE UNITED WAY OF CENTRAL MARYLAND INC

1800 WASHINGTON BLVD SUITE 340
BALTIMORE,MD21230 		  PC COMMUNITY ASSISTANCE 63,320

PIVOT INC

901 N MILTON AVE STE 340
BALTIMORE,MD21205 		  PC COMMUNITY REENTRY FOR WOMEN 60,000

AMERICAN FRIENDS OF ZICHRON NECHAMA INC

1172 58TH STREET
BROOKLYN,NY11219 		  PC COMMUNITY SUPPORT 55,000

MD CENTER FOR COLLEGIATE FINANCIAL WELLNESS (SILVER CANADY CHARITABLE COLLE

14000 JERICHO PARK RD
BOWIE,MD20715 		  PC COMMUNITY EDUCATION 55,000

TALMUDICAL ACADEMY OF BALTIMORE INC

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

NER ISRAEL RABBINICAL COLLEGE INC

400 MT WILSON LN
PIKESVILLE,MD21208 		  PC RABBINICAL COLLEGE 55,000

BAIS YAAKOV SCHOOL FOR GIRLS

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

BALTIMORE COUNTY GOVERNMENT

400 WASHINGTON AVENUE
TOWSON,MD21204 		  GOV RAPE KIT TESTING 51,437

CENTRAL SCHOLARSHIP BUREAU INC

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

NATIONAL AQUARIUM INC

501 EAST PRAT STREET
BALTIMORE,MD21202 		  PC AQUATIC EDUCATION AND CONSERVATION 50,000

OHR MENACHEM JEWISH CENTER INC

3701 N CHARLES ST
BALTIMORE,MD21218 		  PC JEWISH COMMUNITY CENTER 50,000

CHABAD JOHNS HOPKINS

3701 NORTH CHARLES ST
BALTIMORE,MD21218 		  PC SUPPORT FOR JEWISH STUDENTS AT HOPKINS 50,000

BALTIMORE ABORTION FUND

1323 N CALVERT ST STE A
BALTIMORE,MD21202 		  PC FINANCIAL ASSISTANCE AND LOGISTICAL SUPPORT TO PEOPLE RECEIVING MD ABORTION CARE 50,000

WEEKEND BACKPACKS BALTIMORE INC

PO BOX 21486
BALTIMORE,MD21282 		  PC COMMUNITY ASSISTANCE 50,000

FUND FOR EDUCATIONAL EXCELLENCE

800 NORTH CHARLES ST SUITE 400
BALTIMORE,MD21201 		  PC COMMUNITY ASSISTANCE 50,000

BALTIMORE ANIMAL RESCUE & CARE SHELTER

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

MARYLAND COUNCIL ON ECONOMIC EDUCATION

8000 YORK RD
TOWSON,MD21252 		  PC PROMOTE ECONOMIC EDUCATION 50,000

THE WOMEN'S HOUSING COALITION

119 EAST 25TH STREET
BALTIMORE,MD21218 		  PC PROVIDING AFFORABLE HOUSING AND SUPPORT SERVICES 45,000

B'NOS YISROEL OF BALTIMORE

6300 PARK HEIGHTS AVENUE
BALTIMORE,MD21215 		  PC JEWISH GIRLS' SCHOOL 40,000

CHEDER CHABAD INC

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

BLACK WOMEN BUILD - BALTIMORE

PO BOX 16564
BALTIMORE,MD21217 		  PC COMMUNITY DEVELOPMENT 40,000

KEREN OLAM HATORAH

199 LEE AVENUE PMB 357
BROOKLYN,NY11211 		  PC JEWISH EDUCATION 40,000

MESIVTA SHAAREI CHAIM CORP

3704 MENLO DR
BALTIMORE,MD21215 		  PC SECONDARY EDUCATION 40,000

ST AMBROSE HOUSING AID CENTER INC

321 E 25TH STREET
BALTIMORE,MD21218 		  PC CREATE EQUAL HOUSING OPPORTUNITIES 40,000

CHABAD PARK HEIGHTS

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

INTERNATIONAL FELLOWSHIP OF CHRISTIANS & JEWS

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

COMPREHENSIVE HOUSING ASSISTANCE INC

5809 PARK HEIGHTS AVE
BALTIMORE,MD21215 		  PC BALTIMORE HOUSING AND COMMUNITY DEVELOPMENT 30,000

SISTERS CIRCLE INC

PO BOX 84
TIMONIUM,MD21094 		  PC SUPPORT FOR YOUNG WOMEN 30,000

B'NAI ISRAEL CONGREGATION

27 LLOYD STREET
BALTIMORE,MD21202 		  PC SYNOGOGUE 30,000

CONG SHOMREI MISHMERES INC

2821 W STRATHMORE AVE
BALTIMORE,MD21209 		  PC CONGREGATION SUPPORT 28,000

BALTIMORE SYMPHONY ORCHESTRA

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

SO WHAT ELSE INC

6901 ROCKLEDGE DR SUITE 709
BETHESDA,MD20817 		  PC COMMUNITY SUPPORT 25,000

ANIMAL RESCUE INC

2 HERITAGE FARM DRIVE
NEW FREEDOM,PA17349 		  PC ANIMAL SHELTER AND ADOPTION CENTER 25,000

BALTIMORE CIVIC FUND INC

8 MARKET PL STE 300
BALTIMORE,MD21202 		  PC COMMUNITY SUPPORT 25,000

CONGREGATION TZEMACH TZEDEK BAIS LUBAVITCH INC

6701 OLD PIMLICO RD
BALTIMORE,MD21209 		  PC SYNOGOGUE 20,000

CHAIM LECHAG INC

2602 BISHOP RD
WICKLIFFE,OH44092 		  PC HOLIDAY SUPPORT FOR SINGLE PARENTS 20,000

BALTIMORE MUSEUM OF ART

10 ART MUSEUM DRIVE
BALTIMORE,MD21210 		  PC ANNUAL FUND 20,000

ARUGATH HABOSEM

183 WILMSON ST
BROOKLYN,NY11211 		  PC JEWISH SUPPORT SERVICES 20,000

BINYAN YISROEL INC

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

KOLLEL HAMICHANCHIM

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

TASHBAR

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

ENOCH PRATT FREE LIBRARY OF BALTIMORE CITY

400 CATHEDRAL ST
BALTIMORE,MD21201 		  PC ANNUAL BOARD FUND 20,000

CHABAD OF CORVALLIS

2206 NW HARRISON BLVD
CORVALLIS,OR97330 		  PC JEWISH COMMUNITY CENTER 15,000

FAIR ELECTIONS CENTER

1825 K ST NW STE 701
WASHINGTON,DC20006 		  PC VOTING RIGHTS AND CIVIC ENGAGEMENT 15,000

BETH MEDRASH GOVOHA OF LAKEWOOD INC

601 PRIVATE WAY
LAKEWOOD,NJ08701 		  PC JEWISH SUPPORT SERVICES 15,000

ESI'S HOUSE INC

36 NAKOTA CT
BALTIMORE,MD21220 		  PC COMMUNITY SUPPORT 15,000

BALTIMORE COMMUNITY KOLLEL FOR MECHANCHIM INC

3708 W STRATHMORE AVE
BALTIMORE,MD21215 		  PC JEWISH EDUCATION AND SUPPORT FOR BOYS 13,000

JEWELS SCHOOL INC

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

YESHIVA ORCHOS CHAIM INC

410 OBERLIN AVE S
LAKEWOOD,NJ08701 		  PC JEWISH EDUCATION 11,000

CHABAD OF ROCKVILLE

6336 WINDERMERE CIR
ROCKVILLE,MD20852 		  PC JEWISH COMMUNITY CENTER 10,000

CONGREGATION SHAREI YERUSHALAYIM

88 WALTON ST APT B1
BROOKLYN,NY11206 		  PC HEALTHCARE ASSISTANCE 10,000

SAVE THE MUSIC FOUNDATION

1515 BROADWAY 21ST FLOOR
NEW YORK,NY10036 		  PC MUSIC EDUCATION 10,000

CHAI LIFELINE MID-ATLANTIC

151 WEST 30TH STREET
NEW YORK,NY10001 		  PC SUPPORT FOR ILL CHILDREN 10,000

EZRAS ISRAEL CONGREGATION OF ROCKVILLE

PO BOX 2281
ROCKVILLE,MD20847 		  PC SYNOGOGUE 10,000

HIPPODROME FOUNDATION INC

416 W BALTIMORE ST
BALTIMORE,MD21201 		  PC OUTREACH AND EDUCATION PROGRAMS 10,000

CHRIS WILSON FOUNDATION

10 E NORTH AVE STE 5
BALTIMORE,MD21202 		  PC TRANSFORMING THE INCARCERATION SYSTEM 10,000

GREENLIGHT FUND INC

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

CONGREGATION OHEL LEVI YITZCHOK LUBAVITCH

3402 CLARKS LANE
BALTIMORE,MD21215 		  PC CONGREGATION SUPPORT 10,000

YEHUDI INC

3790 ROYAL PALM AVE
MIAMI BEACH,FL33140 		  PC JEWISH EDUCATION 10,000

BIRCHAS CHAIM

1111 VINE AVE
LAKEWOOD,NJ08701 		  PC CONGREGATION SUPPORT 10,000

CHABAD OF WEST PIKESVILLE

207A OAK AVE
BALTIMORE,MD21208 		  PC JEWISH COMMUNITY CENTER 10,000

YESHIVA TORAS CHAIM INC

999 RIDGE AVE
LAKEWOOD,NJ08701 		  PC JEWISH SCHOOL 9,000

CHABAD LUBAVITCH OF DOWNTOWN

207 SOUTH HIGH STREET
BALTIMORE,MD21202 		  PC JEWISH COMMUNITY CENTER 9,000

ETZ CHAIM CENTER

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

YESHIVA BAIS MOSHE INC

201 E 5TH ST
LAKEWOOD,NJ08701 		  PC JEWISH SCHOOL 8,000

AHAVAS YISRAEL

115 SUDBROOK LANE SUITE E
BALTIMORE,MD21208 		  PC TO FEED THOSE WHO ARE HUNGRY IN BALTIMORE PROVIDE BASIC LIVING EXPENSES TO PERSONS IN NEED IN BALTIMORE 7,500

CHAZAK VEMATZ CONGREGATION INC

3407 TANEY RD
BALTIMORE,MD21215 		  PC SYNOGOGUE 7,500

YESHIVAS MIR YERUSHALAYIM

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

CHABAD OF TOWSON INC

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

BAIS HAMEDRESH & MESIVTA OF BALTIMORE

6823 OLD PIMLICO RD
BALTIMORE,MD21209 		  PC JEWISH EDUCATION 7,200

YESODEI HATORAH OF BALTIMORE

2509 SUMMERSON ROAD
BALTIMORE,MD21209 		  PC JEWISH SCHOOL 7,000

CONGREGATION BNEI YEHUDA

825 FOREST AVE APT 23C
LAKEWOOD,NJ08701 		  PC SYNOGOGUE 7,000

CHABAD OF CARROLL COUNTY

1332 LONDONTOWN BLVD
ELDERSBURG,MD21784 		  PC JEWISH COMMUNITY CENTER 6,500

NEVUT - INTERNATIONAL LONE SOLDIERS

479 VIOLA RD
SPRING VALLEY,NY10977 		  PC SUPPORT FOR ISRAELI SOLDIERS 5,000

CONGREGATION TIFERES YAAKOV

6 SHOSHANNA DR
LAKEWOOD,NJ08701 		  PC SYNOGOGUE 5,000

KHAL CHASSIDIM

PO BOX 47
LAKEWOOD,NJ08701 		  PC CONGREGATION SUPPORT 5,000

CONGREGATION DERECH CHAIM INC

6618 PEBBLE BROOKE ROAD
BALTIMORE,MD21209 		  PC SYNOGOGUE 5,000

YESHIVA GEDOLAH BAIS YISROEL INC

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

AMERICAN FRIENDS OF RAMAT BET SHEMESH

285 DEWEY AVE
LAKEWOOD,NJ08701 		  PC ASSISTANCE TO EDUCATIONAL INSTITUTIONS AND GRANTS TO INDIGENT SCHOLARS 5,000

ERIN'S LAW FOUNDATION

847 S RANDALL RD PMB 194
ELGIN,IL60123 		  PC CHILD ABUSE PREVENTION 5,000

NER TAMID GREENSPRING VALLEY SYNAGOGUE

6214 PIMLICO RD
BALTIMORE,MD21209 		  PC SYNAGOGUE 5,000

BOLTON STREET SYNAGOGUE

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

LUBAVITCH OF HOWARD COUNTY INC

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

AMERICAN FRIENDS OF YESHIVAT TIFRACH

246 ENCLAVE BLVD
LAKEWOOD,NJ08701 		  PC TO PROMOTE BIBLE AND TALMUD STUDY 5,000

ROHR CHABAD HOUSE AT VANDERBILT UNIVERSITY

111 23RD AVE N
NASHVILLE,TN37203 		  PC JEWISH COMMUNITY CENTER 5,000

KEREN HACHESED OF GREATER WASHINGTON INC

2111 BURDOCK RD
BALTIMORE,MD21209 		  PC COMMUNITY ASSISTANCE 5,000

CHABAD AT PITT

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

MESIVTA N'EIMUS HATORAH

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

ALEPH INSTITUTE

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

FRIENDS OF NEVE COLLEGE FOR WOMEN INC

111 JOHN ST STE 1720
NEW YORK,NY10038 		  PC RELIGIOUS HERITAGE EDUCATION 5,000

PROJECT EZRA OF GREATER BALTIMORE INC

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

CHABAD LUBAVITCH OF THE POCONOS INC

203 FREDA DR
STROUDSBURG,PA18360 		  PC JEWISH COMMUNITY CENTER 4,000

JEWISH CARING NETWORK

122 SLADE AVENUE
BALTIMORE,MD21208 		  PC COMMUNITY ASSISTANCE 4,000

JEWISH UNIFORMED SERVICE ASSOCIATION OF MARYLAND

2316 SUGARCONE RD
BALTIMORE,MD21209 		  PC SUPPORT FOR RETIRED JEWISH LAW ENFOREMENT OFFICERS 4,000

BNAI-NU INC

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

YESHIVAS TORAS SIMCHA

110 SUDBROOK LANE
PIKESVILLE,MD21208 		  PC CONGREGATION SUPPORT 3,500

KESSER TORAH OF BALTIMORE

8400 PARK HEIGHTS AVE
PIKESVILLE,MD21208 		  PC JEWISH AND SECULAR EDUCATION FOR SECONDARY EDUCATION STUDENTS IN BALTIMORE 3,000

SHEMA ISRAEL CENTER INC

6811 PARK HEIGHTS AVE
BALTIMORE,MD21215 		  PC JEWISH AWARENESS ACTIVITIES 2,500

COLEL CHABAD

806 EASTERN PARKWAY
BROOKLYN,NY11213 		  PC JEWISH COMMUNITY CENTER 2,500

YESHIVA & MESIVTA TORAS EMES KAMENITZ

1904 AVENUE N
BROOKLYN,NY11230 		  PC JEWISH SCHOOL 2,000

MERCAZ TORAH & TIFILLAH

6500 BAYTHORNE RD
BALTIMORE,MD21209 		  PC SYNOGOGUE 2,000

BOYS TOWN JERUSALEM FDN OF AMERICA INC

209 W 29TH STREET 6250
NEW YORK,NY10001 		  PC SCHOLARSHIP FUND 1,800

CHABAD OF GREENGATE MARYLAND

7201 DENBERG RD
BALTIMORE,MD21209 		  PC JEWISH COMMUNITY CENTER 1,500

NACHLAS HATORAH INC

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

AHAVAS TORAH INC

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

AGUDATH ISRAEL OF GREENSPRING INC

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

AMERICAN FRIENDS OF KOIDENOV INC

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

KAMENITZER YESHIVA OF JERUSALEM

1000 CROSS ST
LAKEWOOD,NJ08701 		  PC RELIGIOUS EDUCATION 1,000

YAD L'ACHIM PEYLEI ISRAEL

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

CHEN VCHESED VRACHAMIM INC (AKA SHALVAT CHAYIM)

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

HACHNOSOS ORCHIM - BALTIMORE INC

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

YAD MENACHEM

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

TZEIREI ANASH

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

CHABAD LUBAVITCH OF SUNNY ISLES BEACH INC

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

FELLS POINT CREATIVE ALLIANCE INC

3134 EASTERN AVE
BALTIMORE,MD21224 		  PC ARTS AND EDUCATION PROGRAMS 500
Total .................................right arrow 3a 12,268,246
bApproved for future payment
Total ................................. right arrow 3b 0
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 ........... 		900099 94,273 14 1,496,715  
4 Dividends and interest from securities .... 900099 955 14 648,905  
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 .....     14 141,112  
8 Gain or (loss) from sales of assets other than
inventory ............ 		900099 12,533 18 2,018,142  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INVESTMENT INCOME - ALTERNATIVE INVESTMENTS - UBTI 		900099 -30,900      
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 76,861 4,304,874 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
4,381,735
(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
THE HACKERMAN FOUNDATION INC
 
Employer identification number

52-1459149
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
THE HACKERMAN FOUNDATION INC
  		Employer identification number
52-1459149
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
THE WHITING-TURNER CONTRACTING COMPANY
 
300 E JOPPA ROAD 8TH FLOOR
 
BALTIMORE, MD21286

$ 4,247,505


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
LILLIAN HACKERMAN CHARITABLE LEAD TRUST
 
901 DULANEY VALLEY ROAD STE 900
 
TOWSON, MD21204

$ 44,943,234


(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
THE HACKERMAN FOUNDATION INC
  		Employer identification number

52-1459149
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 US TREASURY BONDS $ 21,967,025 2024-01-02
(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
THE HACKERMAN FOUNDATION INC
  		Employer identification number

52-1459149
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
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:
THE HACKERMAN FOUNDATION INC
EIN:
52-1459149
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 58,350 0   0

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE HACKERMAN FOUNDATION INC
EIN:
52-1459149
Name of Bond End of Year Book Value End of Year Fair Market Value
BANK OF AMERICA JR SUBORDINATED 6.1% 53,305 49,845
BANK OF AMERICA SUBORDINATED 4.0% 99,893 99,950
GOLDMAN SACHS 4.25% 100,012 99,449
CITIGROUP 7.375% 101,000 103,345
BANK OF AMERICA CORP DEP SHS REP 1/25TH NON-CUM SER TT 150,938 151,266
WELLS FARGO 5.875% 158,733 149,729
JP MORGAN CHASE 6% 198,600 200,084
CITIGROUP 5% 199,000 199,022
MORGAN STANLEY 6.5% 203,758 205,760
JP MORGAN CHASE 5.1% 249,975 244,965
GOLDMAN SACHS 5% 298,950 296,982
WELLS FARGO 6% 495,000 485,325
GOLDMAN SACHS 6.125% 496,250 501,915
BANK OF AMERICA CORP 6% 497,500 497,135

TY 2024 InvestmentsCorpStockSchedule
Name:
THE HACKERMAN FOUNDATION INC
EIN:
52-1459149
Name of Stock End of Year Book Value End of Year Fair Market Value
CISCO SYSTEMS INC 124,566 159,840
MERCK & CO INC 136,323 129,324
PALO ALTO NETWORKS INC COMMON STOCK 141,554 163,764
SALESFORCE 175,163 304,575
VANGUARD VALUE ETF 175,820 207,562
APPLE, INC 176,477 500,840
WALMART INC 229,823 419,856
ISHARES CORE S&P U.S. VALUE ETF 232,366 299,158
HOME DEPOT 235,170 342,311
T ROWE PRICE DIVIDEND GROWTH FUND INC 237,913 332,659
ISHARES CORE S&P MID CAP ETF 241,056 224,316
MICROSOFT 242,138 590,100
ALPHABET INC 249,168 502,592
MORGAN STANLEY FINANCE TAR-SS MXEF 9/30/27 250,000 317,025
MORGAN STANLEY FINANCE TAR-SS INTL BASKET 250,000 328,875
MORGAN STANLEY FINANCE TSS SPX 9/30/27 250,000 395,125
MASTERCARD 257,718 377,024
VANGUARD DIVIDEND GROWTH 262,311 318,038
VISA 272,297 474,060
INVESCO SP500 EQUAL WEIGHT ETF 286,476 325,753
MCDONALD'S CORP 300,685 348,448
COCA COLA 301,785 317,900
AMAZON.COM INC 315,953 482,658
WALT DISNEY CO 322,702 334,050
VANGUARD DIVIDEND APPRECIATION ETF 325,403 422,209
BERKSHIRE HATHAWAY INC DEL CL B 340,750 471,411
BNP PARIBAS BA-GEARS SPX 5/18/29 500,000 519,000
GS FINANCE CORP TA-GEARS RTY 500,000 552,000
GS FINANCE CORP TA-GEARS NKY 500,000 521,500
GS FINANCE CORP BA-GEARS INTL BASKET 2/28/29 500,000 531,000
BNP PARIBAS BA-GEARS SPX 500,000 529,500
GS FINANCE CORP BA-GEARS INTL BASKET 1/29/27 500,000 547,000
GS FINANCE CROP BA-GEARS SPX 12/31/26 500,000 532,000
BNP PARIBAS BA-GEARS RTY 12/31/26 500,000 539,500
GS FINANCE CORP TA-GEARS SX5E 4/30/29 500,000 499,000
MORGAN STANLEY FINANCE TAR-SS MXEF 2/29/28 500,000 568,100
JPMORGAN CHASE FINANCIAL C-GEARS SPX 500,000 528,000
BARCLAYS BANK PLC TAR-SS INTL BASKET 2/29/28 500,000 604,500
MORGAN STANLEY FINANCE T-GEARS INTL BASKET 06/30/2032 500,000 665,150
JPMORGAN CHASE FINANCIAL C-GEARS RTY 500,000 531,500
BNP PARIBAS TA-GEARS SX5E 500,000 473,500
BOFA FINANCE LLC C-GEARS INTL BASKET 500,000 498,000
MORGAN STANLEY FINANCE TAR-SS MXEF 8/18/27 500,000 552,050
BNP PARIBAS TA-GEARS RTY 2/28/29 500,000 547,000
ISHARES RUSSELL 1000 GROWTH ETF 501,513 790,309
ISHARES CORE DIVIDEND GROWTH ETF 526,376 631,802
VANGUARD GROWTH ETF 587,027 902,968
VANGUARD INDEX TOTAL STOCK MARKET ETF 684,717 1,159,240
GS FINANCE CORP TA-GEARS SX5E 3/29/29 750,000 716,250
GS FINANCE CORP TA-GEARS INTL BASKET 5/21/29 750,000 720,000
GOLDMAN SACHS ETF TRUST 771,652 921,440
ISHARES MSCI USA QUALITY FACTOR ETF 848,466 1,068,480
BANK OF NOVA SCOTIA TA-GEARS INTL BASKET 1,000,000 942,000
JPMORGAN CHASE FINANCIAL TA-GEARS SPXFP 10/30/30 1,000,000 953,000
GS FINANCE CORP TA-GEARS RTY 8/21/29 1,000,000 1,023,000
JPMORGAN CHASE FINANCIAL TA-GEARS SPXFP 1,000,000 977,000
BOFA FINANCE LLC BA-GEARS MID 1,000,000 1,018,000
BNP PARIBAS TA-GEARS SX5E 7/31/29 1,000,000 973,000
BNP PARIBAS ISSUANCE BV TA-GEARS INTL BASKET 1,000,000 1,072,000
BNP PARIBAS TA-GEARS UKX 6/28/29 1,000,000 958,000
MORGAN STANLEY FINANCE TAR-SS INTL BASKET 10/19/29 1,000,000 961,000
BNP PARIBAS T-SS NKY 4/30/29 1,050,000 1,078,350
ISHARES CORE S&P 500 ETF 1,537,575 2,207,550

TY 2024 InvestmentsGovtObligationsSch
Name:
THE HACKERMAN FOUNDATION INC
EIN:
52-1459149
US Government Securities - End of Year Book Value:

8,394,261
US Government Securities - End of Year Fair Market Value:

8,443,723
State & Local Government Securities - End of Year Book Value:


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


0


TY 2024 InvestmentsOtherSchedule2
Name:
THE HACKERMAN FOUNDATION INC
EIN:
52-1459149
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ICAPITAL-BREP X OFFSHORE ACCESS FD LP AT COST 66,024 599,984
CIBUS ANNA FUND II LP AT COST 179,005 163,617
PRETIUM LEGAL OPPORTUNITIES OFFSHORE FUND LP AT COST 193,774 193,956
KKR ASCENDANT FUND PRIVATE INVESTORS AT COST 285,524 363,379
ICAPITAL ARCTOS SPORTS PARTNERS FD II ACCESS FD AT COST 313,000 372,005
JP MORGAN EXCHANGE TRADE FUND TRUST JP MORGAN EQUITY AT COST 597,319 626,559
ICAPITAL APOLLO ALIGNED ALTS ACCESS FD AT COST 996,289 1,125,322
SAMLYN ONSHORE FUND, LP AT COST 998,882 1,044,906
BLACKSTONE PRIVATE CR FD SHS CL I COMMON STOCK AT COST 1,000,000 1,001,968
PARTNERS GROUP PRIVATE EQUITY (MASTER FUND) LLC AT COST 1,010,000 1,011,230
KKR PRIVATE EQUITY CONGLOMERATE LLC AT COST 1,020,981 1,133,920
BREVAN HOWARD ALPHA STRATEGIES FD LP AT COST 1,044,837 1,031,081
PORTFOLIO ADVISORS PVT EQUITYFUND 2022 AT COST 1,150,315 1,474,698
G SQUARED VI AT COST 1,249,613 1,312,303
VALOR VG 1.0 LP AT COST 1,598,440 1,611,771
T ROWE PRICE CAPITAL APPRECIATION FUND-SBI AT COST 1,878,627 1,900,151
ARES PRIVATE MARKETS FUND INVESTED AT COST 5,050,000 5,846,067

TY 2024 LegalFeesSchedule
Name:
THE HACKERMAN FOUNDATION INC
EIN:
52-1459149
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 16,337 0   0


TY 2024 OtherAssetsSchedule
Name:
THE HACKERMAN FOUNDATION INC
EIN:
52-1459149
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
CONSTRUCTION IN PROCESS 0 35,386 35,386


TY 2024 OtherExpensesSchedule
Name:
THE HACKERMAN FOUNDATION INC
EIN:
52-1459149
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES 491,673 370,655   0
INVESTMENT INTEREST 46,677 35,922   0
BANK FEES 106,025 106,025   0
OFFICE EXPENSE 8,516 0   0
INSURANCE 6,890 0   0
COMPUTER EXPENSE 306 0   0
POSTAGE 776 0   0


TY 2024 OtherIncomeSchedule2
Name:
THE HACKERMAN FOUNDATION INC
EIN:
52-1459149
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INVESTMENT INCOME - ALTERNATIVE INVESTMENTS 27,162 27,162 0
OTHER INVESTMENT INCOME - UBS 113,950 113,950 113,950
OTHER INVESTMENT INCOME - ALTERNATIVE INVESTMENTS - UBTI -30,900   -30,900


TY 2024 OtherIncreasesSchedule
Name:
THE HACKERMAN FOUNDATION INC
EIN:
52-1459149
Description Amount
BOOK / TAX ADJUSTMENTS 22,559


TY 2024 OtherProfessionalFeesSchedule
Name:
THE HACKERMAN FOUNDATION INC
EIN:
52-1459149
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONSULTING FEES 143,125 0   143,125


TY 2024 SubstantialContributorsSch
Name:
THE HACKERMAN FOUNDATION INC
EIN:
52-1459149
Name Address
THE WHITING-TURNER CONTRACTING COMPANY
  		300 E JOPPA ROAD 8TH FLOOR
TOWSON,MD21286
LILLIAN HACKERMAN CHARITABLE LEAD TRUST
  		901 DULANEY VALLEY ROAD STE 900
TOWSON,MD21204


TY 2024 TaxesSchedule
Name:
THE HACKERMAN FOUNDATION INC
EIN:
52-1459149
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 924 0   0
UBIT 54,111 0   0