WALLACE AND JUNE BLUME CHARITABLE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WALLACE AND JUNE BLUME CHARITABLE FOUNDATION (EIN 20-0499831)
- Tax period
- 2022-10-01 to 2023-09-30
- Filed
- 2024-02-13
- IRS object ID
- 202400449349101110
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- General Explanation Attachment
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-13T12:41:23-06:00 | ReturnTs |
| Tax Period End | 2023-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383185476 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOVOTNY CPA GROUP PLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 E ELLIS RD 584 | AddressLine1Txt |
| City | NORTON SHORES | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49441 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200499831 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALLACE AND JUNE BLUME | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WALL | BusinessNameControlTxt |
| Phone | 6168774625 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4666 LEIGHTON LAKES DRIVE | AddressLine1Txt |
| City | WAYLAND | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49348 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JON BLUME | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 6168774625 | PhoneNum |
| Signature | 2024-02-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JON | PersonFirstNm |
| Person Last | BLUME | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHLEEN S BYMA CPA | PreparerPersonNm |
| PTIN | P00696502 | PTIN |
| Phone | 2317285176 | PhoneNum |
| Preparation | 2024-02-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $30,046,179 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $32,963,533 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $70,993 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $70,993 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$67,923 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,769,395 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $32,966,603 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $70,993 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $17,341 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $17,341 | LegalFeesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $19,068 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $19,068 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,661 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,360 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $300 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $41,070 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,360 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $36,709 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,309,351 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,309,351 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,350,421 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,360 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,346,060 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $29,616,182 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $66,633 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $429,643 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $20,045,025 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $20,046,179 | SavAndTempCashInvstEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $10,000,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $10,000,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $429,643 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,045,025 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $30,046,179 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $7,350 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $6,550 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $7,350 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,550 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $422,293 | RetainedEarningBOYAmt |
| Retained Earning EOY | $30,038,475 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $422,293 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $30,038,475 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $429,643 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $30,045,025 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $422,293 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $29,616,182 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $30,038,475 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $30,038,475 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MERRILL LYNCH 02748 - SEE ATTACHMENT | D | $2,652,128 | $2,660,077 | -$7,949 | -$7,949 |
| MERRILL LYNCH 02848 - SEE ATTACHMENT | D | $830,299 | $846,178 | -$15,879 | -$15,879 |
| MERRILL LYNCH 02857 - SEE ATTACHMENT | D | $1,286,968 | $1,331,063 | -$44,095 | -$44,095 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$67,923 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $926 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $926 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $926 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $52 | EsPenaltyAmt |
| Tax Due | $978 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JUNE BLUME | IndividualWithBooksNm |
| Phone | 6168774625 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4666 LEIGHTON LAKES DRIVE | AddressLine1Txt |
| City | WAYLAND | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49348 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WALLACE BLUME | ||||||||
| 1305 CALDWELL CREEK DR | COLLEYVILLE | TX | 76034 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| JUNE BLUME | ||||||||
| 1305 CALDWELL CREEK DR | COLLEYVILLE | TX | 76034 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| JONATHAN BLUME | ||||||||
| 7008 LISMORE COURT | COLLEYVILLE | TX | 76034 | SECRETARY | 0.00 | $0 | $0 | $0 |
| JANE BLUME | ||||||||
| 7008 LISMORE COURT | COLLEYVILLE | TX | 76034 | TREASURER | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $580,941 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,380,723 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,972,603 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,934,267 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,934,267 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $104,014 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,830,253 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $341,513 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $341,513 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $926 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $926 | TotalTaxAmt |
| Distributable Before Adj | $340,587 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $340,587 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $340,587 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,346,060 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,346,060 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $340,587 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,624,470 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,445,042 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,613,682 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,960,229 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,038,174 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $13,681,597 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,346,060 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $340,587 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,005,473 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $16,687,070 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $2,624,470 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $14,062,600 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,445,042 | ExcessFromYear4Amt |
| Excess From Year3 | $2,613,682 | ExcessFromYear3Amt |
| Excess From Year2 | $2,960,229 | ExcessFromYear2Amt |
| Excess From Year1 | $3,038,174 | ExcessFromYear1Amt |
| Excess From Current Year | $3,005,473 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WALLACE BLUME | ContributingManagerNm |
| Contributing Manager | JUNE BLUME | ContributingManagerNm |
| Contributing Manager | JONATHAN BLUME | ContributingManagerNm |
| Contributing Manager | JANE BLUME | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 6 STONES | |||||||
| 209 N INDUSTRIAL BLVD STE 241 | BEDFORD | TX | 76021 | NONE | PC | UNRESTRICTED | $8,000 |
| BILLY BANKS MINISTRIES | |||||||
| PO BOX 270393 | FLOWER MOUND | TX | 75027 | NONE | PC | UNRESTRICTED | $3,750 |
| COMPASSION INITIATIVE | |||||||
| 4103 BUCKINGHAM PL | COLLEYVILLE | TX | 76034 | NONE | PC | UNRESTRICTED | $3,900 |
| COUNT ME IN | |||||||
| 1301 NUECES CT | BENBROOK | TX | 76126 | NONE | PC | UNRESTRICTED | $3,250 |
| COVENANT CHURCH | |||||||
| 3508 GLADE RD | COLLEYVILLE | TX | 76034 | NONE | PC | UNRESTRICTED | $1,600 |
| ENCOUNTER CHURCH | |||||||
| 6825 S GALENA ST STE 302 | CENTENNIAL | CO | 80112 | NONE | PC | UNRESTRICTED | $500 |
| ETHNOS 360 INC | |||||||
| 312 W FIRST ST | SANFORD | FL | 327711231 | NONE | PC | UNRESTRICTED | $9,750 |
| FAMILY LEGACY MISSIONS | |||||||
| 5005 W ROYAL LANE SUITE 252 | IRVING | TX | 75063 | NONE | PC | UNRESTRICTED | $3,600 |
| FIRE FALL INTERNATIONAL | |||||||
| 4012 HIGH MOUNTAIN DRIVE | RALEIGH | NC | 27603 | NONE | PC | UNRESTRICTED | $5,250 |
| GATEWAY CHURCH | |||||||
| 700 BLESSED WAY | SOUTHLAKE | TX | 76092 | NONE | PC | UNRESTRICTED | $11,000 |
| GRACE COMMUNITY CHURCH | |||||||
| 3789 THOMPSON ROAD | FORT WORTH | TX | 76244 | NONE | PC | UNRESTRICTED | $156,260 |
| GRAND RAPIDS FIRST CHURCH | |||||||
| 2100 44TH STREET SW | GRAND RAPIDS | MI | 49519 | NONE | PC | UNRESTRICTED | $115,350 |
| GREAT COMMISSION EVANGELISTIC ASSOCIATION | |||||||
| PO BOX 764247 | DALLAS | TX | 75376 | NONE | PC | UNRESTRICTED | $6,500 |
| HAROLD RITTER MINISTRIES (HRM IN) | |||||||
| 23016 LAKE FOREST DR STE D376 | LAGUNA HILLS | CA | 926531324 | NONE | PC | UNRESTRICTED | $3,250 |
| I CAN STILL SHINE | |||||||
| 729 GRAPEVINE HWY SUITE 160 | HURST | TX | 76054 | NONE | PC | UNRESTRICTED | $1,900 |
| IN TOUCH MINISTRIES | |||||||
| PO BOX 7900 | ATLANTA | GA | 30357 | NONE | PC | UNRESTRICTED | $700 |
| JOYCE MEYER MINISTRIES | |||||||
| PO BOX 655 | FENTON | MO | 63026 | NONE | PC | UNRESTRICTED | $1,300 |
| MERCY HOUSE | |||||||
| PO BOX 1905 | SANTA ANA | CA | 92702 | NONE | PC | UNRESTRICTED | $9,000 |
| MISSION CENTRAL FOOD BANK | |||||||
| 740 E PIPELINE RD STE A | HURST | TX | 76053 | NONE | PC | UNRESTRICTED | $1,750 |
| ONE FOR ISRAEL | |||||||
| 1300 GLADE RD | COLLEYVILLE | TX | 76034 | NONE | PC | UNRESTRICTED | $3,500 |
| PIONEERS INTERNATIONAL | |||||||
| 10123 WILLIAM CAREY DRIVE | ORLANDO | FL | 32832 | NONE | PC | UNRESTRICTED | $10,800 |
| RESCUE HER | |||||||
| PO BOX 869 | EULESS | TX | 76039 | NONE | PC | UNRESTRICTED | $1,300 |
| RICK RENNER MINISTRIES | |||||||
| PO BOX 702040 | TULSA | OK | 74170 | NONE | PC | UNRESTRICTED | $2,672,400 |
| SMP GLOBAL MINISTRIES (TITHELY) | |||||||
| 8050 PRECINCT LINE ROAD | COLLEYVILLE | TX | 76034 | NONE | PC | UNRESTRICTED | $4,500 |
| SPARROW'S NEST | |||||||
| 1818 W 86TH ST | TULSA | OK | 74132 | NONE | PC | UNRESTRICTED | $3,250 |
| SPEER MINISTRIES | |||||||
| 3603 E MITCHELL ST | HUMBOLDT | TN | 38343 | NONE | PC | UNRESTRICTED | $4,250 |
| TAYLOR BEARS | |||||||
| 5602 NORMANDY DR | COLLEYVILLE | TX | 760345568 | NONE | PC | UNRESTRICTED | $325 |
| TNT INTERNATIONAL MINISTRIES | |||||||
| PO BOX 712 | MORGANTOWN | WV | 26507 | NONE | PC | UNRESTRICTED | $34,000 |
| WORLD CHARITABLE FUND | |||||||
| PO BOX 263 | AUSTELL | GA | 30168 | NONE | PC | UNRESTRICTED | $1,400 |
| BONNIE & CHAD STOGSDILL | |||||||
| 870 MAIN STREET | HOLLAND | MI | 49423 | NONE | PC | UNRESTRICTED | $10,330 |
| BENNY HINN MINISTRIES | |||||||
| PO BOX 162000 | IRVING | TX | 75016 | NONE | PC | UNRESTRICTED | $1,000 |
| SHEPHERDS STAFF MISSIONARY | |||||||
| 6739 ACADEMY ROAD NE | ALBUQUERQUE | NM | 87109 | NONE | PC | UNRESTRICTED | $200,000 |
| GRACE FEED THE KIDS | |||||||
| PO BOX 412 | GRAPEVINE | TX | 76099 | NONE | PC | UNRESTRICTED | $1,000 |
| IMPACT MINISTRIES | |||||||
| PO BOX 77 | MISHAWAKA | IN | 46546 | NONE | PC | UNRESTRICTED | $1,000 |
| LOVE LIGHT | |||||||
| 5755 CARLISLE CT | NORTH RICHLAND HILLS | TX | 76180 | NONE | PC | UNRESTRICTED | $1,800 |
| MASTERPIECE CHURCH | |||||||
| 3420 BROWN TRAIL | BEDFORD | TX | 76021 | NONE | PC | UNRESTRICTED | $500 |
| PURE INC | |||||||
| 1301 NUECES CT | BENBROOK | TX | 76126 | NONE | PC | UNRESTRICTED | $11,000 |
| SPIRIT OF FAITH INTERNATIONAL VICTORY | |||||||
| PO BOX 56530 | VIRGINIA BEACH | VA | 23456 | NONE | PC | UNRESTRICTED | $386 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,309,351 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $70,993 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 19 | ExclusionCd |
| Exclusion | -$67,923 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,070 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,070 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| DENALI COMPANIES LLC | |||||||
| 1 | 2400 S CALHOUN RD | NEW BERLIN | WI | 53151 | $12,810,000 | Yes (X) | |
| DENALI COMPANIES LLC | |||||||
| 2 | 2400 S CALHOUN RD | NEW BERLIN | WI | 53151 | $7,133,533 | Yes (X) | |
| JONATHAN AND JANE BLUME | |||||||
| 3 | 7008 LISMORE COURT | COLLEYVILLE | TX | 76034 | $11,520,000 | Yes (X) | |
| WALLACE AND JUNE BLUME | |||||||
| 4 | 1305 CALDWELL CREEK DRIVE | COLLEYVILLE | TX | 76034 | $1,500,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | MERRILL LYNCH ACCOUNTS | NoncashPropertyDesc |
| Fair Market Value | $7,133,533 | FairMarketValueAmt |
| Received | 2023-08-31 | ReceivedDt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ELECTION CONCERNING QUALIFYING DISTRIBUTIONS FOR THE YEAR | IdentifierTxt |
| Form And Line Reference | FORM 990PF- PART 1, LINE 25 CONTRIBUTIONS RECEIVED | FormAndLineReferenceDesc |
| Medium Explanation | THE FOUNDATION HEREBY ELECTS TO TREAT AMOUNTS DISTRIBUTED AND PAID TO CHARITY BY THE 15TH DAY OF THE THIRD MONTH AFTER THE CLOSE OF THE TAX YEAR, AS MADE OUT OF CORPUS.RECORDS AND EVIDENCE OF THE QUALIFYING DISTRIBUTIONS FOR FOUNDATION CONTRIBUTORS IS NOTED ON RECEIPTS SUBSTANTIATING TOTAL CONTRIBUTION AMOUNTS FOR THE YEAR. | MediumExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ATTORNEY FEES | CategoryTxt |
| Legal Fees | $17,341 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $17,341 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT - CRCP BLUME LLC 83.33% | Desc |
| EOY Book Value | $10,000,000 | EOYBookValueAmt |
| EOYFMV | $10,000,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCOUNT FEES | Desc |
| Revenue And Expenses Per Books | $4,661 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,360 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $300 | DisbursementsCharitablePrpsAmt |