LOIS & IRVING BLUM FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LOIS & IRVING BLUM FOUNDATION INC (EIN 52-6057035)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-06-24
- IRS object ID
- 202441769349100004
- Schema version
- 2023v5.1
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-06-24T08:22:13-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521231901 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GORFINE SCHILLER & GARDYN PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10045 RED RUN BLVD SUITE 250 | AddressLine1Txt |
| City | OWINGS MILLS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526057035 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LOIS & IRVING BLUM FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOIS | BusinessNameControlTxt |
| Phone | 4105764151 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 FLEET STREET 700 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROLYN BLUM | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 4105764151 | PhoneNum |
| Signature | 2024-06-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CAROLYN | PersonFirstNm |
| Person Last | BLUM | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW Q KEEFER CPA | PreparerPersonNm |
| PTIN | P00852427 | PTIN |
| Phone | 4103565900 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $17,667,648 | 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 | $3,529,971 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $20 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $20 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $295,306 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $295,306 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,905,277 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,177,346 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,905,277 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $11,094 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $5,741,668 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,200,603 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $21,177 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $10,589 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $10,588 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,075 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,538 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $8,537 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $241,510 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $72,010 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $169,500 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,880 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $380 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15,820 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $120 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15,700 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $303,462 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $91,637 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $204,325 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,016,428 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,016,428 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,319,890 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $91,637 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,220,753 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $421,778 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,108,966 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $239,042 | CashBOYAmt |
| Cash EOY | $23,102 | CashEOYAmt |
| Cash EOYFMV | $23,102 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $544,528 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $514,237 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $514,237 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $552,674 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,375,150 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,353,715 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,142,527 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,141,053 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,617,032 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,932,139 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,971,477 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,669,633 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $549,408 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $305,155 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $489,929 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,960,318 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,330,174 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,667,648 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $11,960,318 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $12,330,174 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,960,318 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,330,174 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,960,318 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,330,174 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,960,318 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $421,778 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $12,382,096 | SubtotalAmt |
| Other Decreases | $51,922 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,330,174 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BNY MELLON | P | 2023-01-01 | 2023-12-31 | $603,180 | $540,763 | $62,417 | $62,417 |
| BNY - DAVIS NY VENTURE | D | 2023-01-01 | 2023-11-09 | $174,025 | $174,025 | $174,025 | |
| BNY MELLON | P | 2022-01-01 | 2023-12-31 | $3,442,066 | $2,647,303 | $794,763 | $794,763 |
| BNY - DAVIS NY VENTURE | D | 2022-01-01 | 2023-12-31 | $922,634 | $84,003 | $838,631 | $838,631 |
| CAPITAL GAINS DIVIDENDS | P | $35,441 | $35,441 | $35,441 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,905,277 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $29,315 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $29,315 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $29,315 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $30,765 | 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 | $30,765 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,450 | OverpaymentAmt |
| Applied To ES Tax | $1,450 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LOIS IRVING BLUM FOUNDATION | IndividualWithBooksNm |
| Phone | 4105764151 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 FLEET STREET SUITE 700 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| JEFFERY D BLUM | ||||||||
| 1001 FLEET STREET SUITE 700 | BALTIMORE | MD | 21202 | PRESIDENT/TRUSTEE | 1.00 | $0 | $0 | $0 |
| CAROLYN P BLUM | ||||||||
| 1001 FLEET STREET SUITE 700 | BALTIMORE | MD | 21202 | SECRETARY/TREASURER/TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MSH CONSULTANTS INC | |||||
| 271 CLINTON STREET | NEW ROCHELLE | NY | 10801 | CONSULTING | $169,500 |
| BNY MELLON | |||||
| PO BOX 2034 | JERSEY CITY | NJ | 07303 | INVESTMENT MANAGEMENT | $72,010 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $15,335,346 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $805,885 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,141,231 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,141,231 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $242,118 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,899,113 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $794,956 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $794,956 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $29,315 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $29,315 | TotalTaxAmt |
| Distributable Before Adj | $765,641 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $10,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $775,641 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $775,641 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,220,753 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,220,753 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $775,641 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $995,102 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $889,557 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,976,211 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,841,692 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,084,294 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,786,856 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,220,753 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $775,641 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,445,112 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $13,231,968 | 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 | $995,102 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,236,866 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $889,557 | ExcessFromYear4Amt |
| Excess From Year3 | $1,976,211 | ExcessFromYear3Amt |
| Excess From Year2 | $1,841,692 | ExcessFromYear2Amt |
| Excess From Year1 | $3,084,294 | ExcessFromYear1Amt |
| Excess From Current Year | $4,445,112 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JEFFERY D BLUM | ContributingManagerNm |
| Contributing Manager | CAROLYN P BLUM | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (92 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ADELANTE LATINA | ||||||||
| 2907 WSTRATHMORE AVE | BALTIMORE | MD | 21209 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $15,000 | |
| ALLIANCE FOR MIDDLE EAST PEACE INC | ||||||||
| 1725 I STREET NW SUITE 300 | WASHINGTON | DC | 20006 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $25,000 | |
| AMALGAMATED FOUNDATION | ||||||||
| 1825 K STREET NW | WASHINGTON | DC | 20006 | NONE | 501(C)(3) | PROJECT SUPPORT | $82,500 | |
| ASIAN AMERICANS ADVANCING JUSTICE-ATLANTA | ||||||||
| 5680 OAKBROOK PKWY | NORCROSS | GA | 30093 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $25,000 | |
| ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE INC | ||||||||
| 101 W MT ROYAL AVENUE | BALTIMORE | MD | 21201 | NONE | 501(C)(3) | PROJECT SUPPORT | $100,000 | |
| AUSCHWITZ INSTITUTE FOR THE PREVENTION OF GENOCIDE AND MASS ATROCITIES | ||||||||
| 2 WEST 45TH STREET | NEW YORK | NY | 10036 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $80,000 | |
| AZ AANHPI FOR EQUITY (ONE ARIZONA) | ||||||||
| 1011 S MCCLINTOCK DR | TEMPE | AZ | 85281 | NONE | 501(C)(3) | PROJECT SUPPORT | $40,000 | |
| BALTIMORE COMMUNITY FOUNDATION INC | ||||||||
| 11 EAST MOUNT ROYAL AVENUE | BALTIMORE | MD | 21202 | NONE | 501(C)(3) | PROJECT SUPPORT | $20,000 | |
| BALTIMORE MUSEUM OF ART | ||||||||
| 10 ART MUSEUM DR | BALTIMORE | MD | 21218 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $25,000 | |
| BLACK GIRLS VOTE 4 HER | ||||||||
| 40 W CHESAPEAKE AVENUE | TOWSON | MD | 21204 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $5,000 | |
| BLACK VOTERS MATTER CAPACITY BUIDLING INSTITUTE | ||||||||
| 4751 BEST ROAD | ATLANTA | GA | 30337 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $25,000 | |
| BUSINESS EDUCATION FUND DBA MAIN STREET ALLIANCE | ||||||||
| 201 N UNION ST SUITE 110 C / O ALX | ALEXANDRIA | VA | 22314 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $50,000 | WATERFRONT |
| CASA DE MARYLAND | ||||||||
| 8151 15TH AVENUE | LANGLEY PARK | MD | 20783 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $40,000 | |
| CENTER FOR WORKING FAMILIES FUND (A COLLECTIVE ACTION FUND AT TIDES FOUNDAT | ||||||||
| 3440 FLAIR DRIVE | EL MONTE | CA | 91731 | NONE | 501(C)(3) | PROJECT SUPPORT | $25,000 | |
| CHISPA ARIZONA A PROGRAM OF THE LEAGUE OF CONSERVATION VOTERS EDUCATION FU | ||||||||
| 733 W MCDOWELL RD | PHOENIX | AZ | 85007 | NONE | 501(C)(3) | PROJECT SUPPORT | $40,000 | |
| CITIZEN ACTION OF WISCONSIN EDUCATION FUND | ||||||||
| 4716 W VLIET ST | MILWAUKEE | WI | 53208 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $40,000 | |
| COMMON DEFENSE EDUCATION FUND | ||||||||
| 251 WEST 30TH STREET | NEW YORK | NY | 10001 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $125,000 | |
| COMMON DEFENSE EDUCATION FUND | ||||||||
| 251 WEST 30TH STREET | NEW YORK | NY | 10001 | NONE | 501(C)(3) | PROJECT SUPPORT | $25,000 | |
| CONFLICT AWARENESS PROJECT | ||||||||
| 115 HENRY CLAY RD | ASHLAND | VA | 23005 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $80,000 | |
| COUNCIL FOR NATIVE HAWAIIAN ADVANCEMENT | ||||||||
| 91-1270 KINOIKI ST | KAPOLEI | HI | 96707 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $20,000 | |
| CRISTOSAL INC | ||||||||
| 370 SHELBURNE ROAD 4424 | BURLINGTON | VT | 054014937 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $5,000 | |
| DOCTORS WITHOUT BORDERSMDECINS SANS FRONTIRES (MSF) | ||||||||
| 40 RECTOR STREET | NEW YORK | NY | 10006 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $10,000 | |
| FILMAID A PROJECT OF INTERNEWS | ||||||||
| PO BOX 4448 | ARCATA | CA | 95518 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $25,000 | |
| FRONT LINE USA FOUNDATION | ||||||||
| 31 WEST 34TH STREET | NEW YORK | NY | 10001 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $25,000 | |
| FUND FOR GLOBAL HUMAN RIGHTS | ||||||||
| 1301 CONNECTICUT AVE SUITE 500 | WASHINGTON | DC | 20036 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $25,000 | |
| FUSION PARTNERSHIPS FISCAL SPONSOR FOR TEACHERS' DEMOCRACY PROJECT | ||||||||
| 1601 GUILFORD AVE 2 SOUTH | BALTIMORE | MD | 21202 | NONE | 501(C)(3) | PROJECT SUPPORT | $175,428 | |
| GEORGIA ALLIANCE EDUCATION FUND | ||||||||
| PO BOX 170495 | ATLANTA | GA | 30317 | NONE | 501(C)(3) | PROJECT SUPPORT | $25,000 | |
| GEORGIA STAND-UP | ||||||||
| 2366 SYLVAN RD | ATLANTA | GA | 30344 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $25,000 | |
| GEORGIA STATE UNIVERSITY | ||||||||
| 33 GILMER STREET SE | ATLANTA | GA | 30303 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $5,000 | |
| HIAS | ||||||||
| 1300 SPRING ST SUITE 500 | SILVER SPRING | CT | 20910 | NONE | 501(C)(3) | PROJECT SUPPORT | $15,000 | |
| HOPE BORDER INSTITUTE | ||||||||
| 499 SAINT MATTHEWS STREET | EL PASO | TX | 79907 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $15,000 | |
| HUMAN RIGHTS WATCH | ||||||||
| 350 FIFTH AVENUE | NEW YORK | NY | 10118 | NONE | 501(C)(3) | PROJECT SUPPORT | $5,000 | |
| IMAGINE NC FIRST | ||||||||
| PO BOX 428 | RALEIGH | NC | 27602 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $175,000 | |
| INDIGENOUS WOMEN RISING | ||||||||
| PO BOX 7475 | ALBUQUERQUE | NM | 87194 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $25,000 | |
| IOWA CITIZENS FOR COMMUNITY IMPROVEMENT (IOWA CCI) | ||||||||
| 2001 FOREST AVENUE | DES MOINES | IA | 50311 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $50,000 | |
| J STREET EDUCATION FUND | ||||||||
| PO BOX 66073 | WASHINGTON | DC | 20035 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $25,000 | |
| JEWCER COMMUNITYFUNDINGINC FISCAL SPONSOR FOR HOSTAGES AND MISSING FAMILIE | ||||||||
| 100 NORTH TRYON STREET | CHARLOTTE | NC | 28255 | NONE | 501(C)(3) | PROJECT SUPPORT | $10,000 | |
| JEWS UNITED FOR JUSTICE | ||||||||
| PO BOX 41485 | WASHINGTON | DC | 20018 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $50,000 | |
| JUSTICE IN MOTION INC | ||||||||
| PO BOX 160128 | BROOKLYN | NY | 11216 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $10,000 | |
| MADRE | ||||||||
| 121 WEST 27TH STREET | NEW YORK | NY | 10001 | NONE | 501(C)(3) | PROJECT SUPPORT | $25,000 | |
| MAINE PEOPLE'S RESOURCE CENTER | ||||||||
| 565 CONGRESS ST | PORTLAND | ME | 04101 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $50,000 | |
| MAKE THE ROAD NEW YORK | ||||||||
| 301 GROVE STREET | BROOKLYN | NY | 11237 | NONE | 501(C)(3) | PROJECT SUPPORT | $15,000 | |
| MERCY HEALTH FOUNDATION INC | ||||||||
| 301 ST PAUL PLACE | BALTIMORE | MD | 21202 | NONE | 501(C)(3) | PROJECT SUPPORT | $2,000 | |
| MOREHOUSE COLLEGE | ||||||||
| 830 WESTVIEW DR SW | ATLANTA | GA | 30314 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $5,000 | |
| NATIONAL CENTER FOR YOUTH LAW | ||||||||
| 1212 BROADWAY SUITE 600 | OAKLAND | CA | 94612 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $50,000 | |
| NEW GEORGIA PROJECT | ||||||||
| 830 GLENWOOD AVE SE | ATLANTA | GA | 30316 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $25,000 | |
| NEW ISRAEL FUND | ||||||||
| 6 EAST 39TH STREET SUITE 301 | NEW YORK | NY | 10016 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $25,000 | |
| NEW ISRAEL FUND FISCAL SPONSOR FOR MADRASA - LEARNING TO COMMUNICATE | ||||||||
| 6 EAST 39TH STREET SUITE 301 | NEW YORK | NY | 10016 | NONE | 501(C)(3) | PROJECT SUPPORT | $25,000 | |
| NEW ISRAEL FUND FISCAL SPONSOR FOR STANDING TOGETHER | ||||||||
| 6 EAST 39TH STREET SUITE 301 | NEW YORK | NY | 10016 | NONE | 501(C)(3) | PROJECT SUPPORT | $10,000 | |
| NEW VENTURE FUND FISCAL SPONSOR FOR AMERICA VOTES | ||||||||
| 1828 L ST NW | WASHINGTON | DC | 20036 | NONE | 501(C)(3) | PROJECT SUPPORT | $30,000 | |
| NEW YORK UNIVERSITY | ||||||||
| 70 WASHINGTON SQUARE SOUTH | NEW YORK | NY | 10012 | NONE | 501(C)(3) | PROJECT SUPPORT | $5,000 | |
| NEW YORK UNIVERSITY | ||||||||
| 70 WASHINGTON SQUARE SOUTH | NEW YORK | NY | 10012 | NONE | 501(C)(3) | PROJECT SUPPORT | $50,000 | |
| NO BOUNDARIES COALITION FISCAL SPONSOR FOR BALTIMORE VOTES | ||||||||
| 2911 GUILFORD AVENUE | BALTIMORE | MD | 21218 | NONE | 501(C)(3) | PROJECT SUPPORT | $10,000 | |
| OHIO ORGANIZING COLLABORATIVE | ||||||||
| 25 E BOARDMAN ST | YOUNGSTOWN | OH | 44503 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $75,000 | |
| OPEN COLLECTIVE FOUNDATION FISCAL SPONSOR FOR THE WV DEMOCRACY FUND | ||||||||
| 440 N BARRANCA AVE | COVINA | CA | 91723 | NONE | 501(C)(3) | PROJECT SUPPORT | $75,000 | |
| PEF ISRAEL ENDOWMENT FUND INC FISCAL SPONSOR FOR BLUE WHITE FUTURE | ||||||||
| 630 THIRD AVE | NEW YORK | NY | 10017 | NONE | 501(C)(3) | PROJECT SUPPORT | $50,000 | |
| PEF ISRAEL ENDOWMENT FUND FISCAL SPONSOR FOR ASSOCIATION FOR CIVIL RIGH | ||||||||
| 630 THIRD AVE | NEW YORK | NY | 10017 | NONE | 501(C)(3) | PROJECT SUPPORT | $25,000 | |
| PEF ISRAEL ENDOWMENT FUND FISCAL SPONSOR FOR BEIT BERL COLLEGE - 58-002 | ||||||||
| 630 THIRD AVE | NEW YORK | NY | 10017 | NONE | 501(C)(3) | PROJECT SUPPORT | $40,000 | |
| PEF ISRAEL ENDOWMENT FUND FISCAL SPONSOR FOR BEIT BERL COLLEGE - 58-002 | ||||||||
| 630 THIRD AVE | NEW YORK | NY | 10017 | NONE | 501(C)(3) | PROJECT SUPPORT | $15,000 | |
| PA ALLIANCE FOUNDATION | ||||||||
| 121 S BROAD | PHILADELPHIA | PA | 19107 | NONE | 501(C)(3) | PROJECT SUPPORT | $125,000 | |
| PEOPLE'S ACTION | ||||||||
| 1130 N MILWAUKEE AVENUE | CHICAGO | IL | 60642 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $50,000 | |
| PROGRESSNOW EDUCATION FUND FISCAL SPONOR FOR ADVANCE MARYLAND EDUCATION FU | ||||||||
| 614 N SEYMORE AVE | LANSING | MI | 48933 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $2,500 | |
| RIDERS ALLIANCE | ||||||||
| 150 BROADWAY | NEW YORK | NY | 10038 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $100,000 | |
| RURAL ARIZONA ENGAGEMENT (RAZE) | ||||||||
| 381 WEST CENTRAL AVENUE | COOLIDGE | AZ | 85128 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $40,000 | |
| SKYLIGHT ENGAGEMENT INC | ||||||||
| 147 PRINCE STREET | BROOKLYN | NY | 11201 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $25,000 | |
| SOUTHERN POVERTY LAW CENTER | ||||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,000 | |
| SPRING STREET CLIMATE FUND | ||||||||
| POBOX24685 | BROOKLYN | NY | 11202 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $50,000 | |
| THE ANDREI SAKHAROV FOUNDATION | ||||||||
| 7112 WESLEY ROAD | SPRINGFIELD | VA | 22150 | NONE | 501(C)(3) | PROJECT SUPPORT | $10,000 | |
| THE CENTER FOR POPULAR DEMOCRACY | ||||||||
| 449 TROUTMAN STREET | BROOKLYN | NY | 11237 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $50,000 | |
| THE CENTER FOR VICTIMS OF TORTURE | ||||||||
| 2356 UNIVERSITY AVE W | ST PAUL | MN | 55114 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $5,000 | |
| THE COMMITTEE TO PROTECT JOURNALISTS | ||||||||
| PO BOX 2675 | NEW YORK | NY | 10108 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $25,000 | |
| THE FUND FOR EDUCATIONAL EXCELLENCE | ||||||||
| 800 N CHARLES STREET SUITE 400 | BALTIMORE | MD | 21201 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $4,000 | |
| THE GUERNICA CENTRE FOR INTERNATIONAL JUSTICE | ||||||||
| TWO EMBARCADERO CENTER | SAN FRANCISCO | CA | 94111 | NONE | 501(C)(3) | PROJECT SUPPORT | $20,000 | |
| THE GUERNICA CENTRE FOR INTERNATIONAL JUSTICE | ||||||||
| TWO EMBARCADERO CENTER | SAN FRANCISCO | CA | 94111 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $20,000 | |
| THE GUERNICA CENTRE FOR INTERNATIONAL JUSTICE | ||||||||
| TWO EMBARCADERO CENTER | SAN FRANCISCO | CA | 94111 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $50,000 | |
| THE HUMAN RIGHTS CENTER UC BERKELEY SCHOOL OF LAW | ||||||||
| 2224 PIEDMONT AVE | BERKELEY | CA | 94720 | NONE | 501(C)(3) | PROJECT SUPPORT | $125,000 | |
| THE TIBET FUND | ||||||||
| 241 EAST 32ND STREET | NEW YORK | NY | 10016 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,000 | |
| THE TIDES FOUNDATION | ||||||||
| 1012 TORNEY AVENUE | SAN FRANCISCO | CA | 941291755 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,463,000 | |
| TRANSGENDER LAW CENTER | ||||||||
| PO BOX 741803 | LOS ANGELES | CA | 900741803 | NONE | 501(C)(3) | PROJECT SUPPORT | $20,000 | |
| TRANSPORTATION ALTERNATIVES | ||||||||
| 111 JOHN STREET SUITE 260 | NEW YORK | NY | 10038 | NONE | 501(C)(3) | PROJECT SUPPORT | $125,000 | |
| UNITED WE DREAM NETWORK | ||||||||
| 1775 I STREET NW SUITE 1150 | WASHINGTON | DC | 20006 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $15,000 | WASHINGTON DC 20006 I AS IN EYE OFF |
| URGENT ACTION FUND FOR WOMEN'S HUMAN RIGHTS | ||||||||
| 2601 BLANDING AVE | ALAMEDA | CA | 94501 | NONE | 501(C)(3) | PROJECT SUPPORT | $25,000 | |
| WIN WITHOUT WAR EDUCATION FUND | ||||||||
| 1 THOMAS CIRCLE NW 700 | WASHINGTON | DC | 20005 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $75,000 | |
| WIN WITHOUT WAR EDUCATION FUND | ||||||||
| 1 THOMAS CIRCLE NW 700 | WASHINGTON | DC | 20005 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $25,000 | |
| WINDWARD FUND FISCAL SPONSOR FOR THE HEARTLAND FUND | ||||||||
| 1828 L ST NW | WASHINGTON | DC | 20036 | NONE | 501(C)(3) | PROJECT SUPPORT | $50,000 | |
| WINDWARD FUND FISCAL SPONSOR FOR THE HEARTLAND FUND | ||||||||
| 1828 L ST NW | WASHINGTON | DC | 20036 | NONE | 501(C)(3) | PROJECT SUPPORT | $75,000 | |
| WOLA | ||||||||
| 1666 CONNECTICUT AVE NW SUITE 400 | WASHINGTON | DC | 20009 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $50,000 | |
| WORC-EP (WESTERN ORGANIZATION RESOURCE COUNCIL - EDUCATIONAL PROJECT) FISCA | ||||||||
| 220 SOUTH 27TH STREET SUITE B | BILLINGS | MT | 59101 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $75,000 | |
| WORKING AMERICA EDUCATION FUND | ||||||||
| 815 BLACK LIVES MATTER PLAZA NW | WASHINGTON | DC | 20006 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $50,000 | |
| YELLOWHAMMER FUND | ||||||||
| PO BOX 610250 | BIRMINGHAM | AL | 35261 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $25,000 | |
| YESHIVA UNIVERSITY | ||||||||
| 500 WEST 185TH STREET | NEW YORK | NY | 10033 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $15,000 | |
| BETH AM SYNAGOGUE | ||||||||
| 2501 EUTAW PL | BALTIMORE | MD | 21217 | NONE | 501(C)(3) | GENERAL SUPPORT/CAPITAL CAMPAIGN | $30,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,016,428 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $295,306 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,905,277 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| PRIOR YEAR EXCISE TAX REFUNDS | $1,094 |
| RETURN PRIOR YEAR GRANT | $10,000 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,200,603 | ExclusionAmt |
| Related Or Exempt Function Incm | $11,094 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,211,697 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | ALL SOURCES OF REVENUE ARE USED TO INVEST IN SECURITIES OR HELD AS CASH. INCOME FROM THESE INVESTMENTS ARE USED FOR CHARITABLE PURPOSES AS DETERMINED BY THE BOARD OF DIRECTORS, IN ACCORDANCE WITH THEIR EXEMPT FUNCTION. | RelationshipStatementTxt |
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 | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| JEFFREY BLUM | |||||||
| 1 | 1001 FLEET STREET SUITE 700 | BALTIMORE | MD | 21202 | $454,940 | Yes (X) | |
| LOIS B FEINBLATT POST-DEATH TRUST | |||||||
| 2 | 1001 FLEET STREET SUITE 700 | BALTIMORE | MD | 21202 | $3,215,461 | Yes (X) | Yes (X) |
| OPEN SOCIETY INSTITUTE | |||||||
| 3 | 201 N CHARLES ST SUITE 1300 | BALTIMORE | MD | 21202 | $88,877 | Yes (X) | |
| LAWRENCE BLUM | |||||||
| 4 | 1001 FLEET STREET SUITE 700 | BALTIMORE | MD | 21202 | $271,072 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 17,701.161 SH CLASS A SHARES OF DAVIS NY VENTURE FUND | $454,940 | 2023-07-05 |
| 2 | US T BILLS ($2,770,517 FMV) & PUBLICLY TRADED STOCK (DETAILS AVAILABLE UPON REQUEST $441,443 FMV) | $3,211,961 | 2023-11-30 |
| 4 | 10,403 CLASS A SHARES OF DAVIS NY VENTURE FUND | $265,509 | 2023-11-08 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $17,075 | Amt |
| Net Investment Income | $8,538 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $8,537 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BNY MELLON - CORPORATE BONDS | BondNm |
| EOY Book Value | $3,971,477 | EOYBookValueAmt |
| EOYFMV | $3,669,633 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BNY MELLON - COMMON STOCK | StockNm |
| EOY Book Value | $5,141,053 | EOYBookValueAmt |
| EOYFMV | $10,617,032 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,375,150 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,353,715 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BNY MELLON - MUTUAL FUNDS | AT COST | $249,485 | $438,838 |
| BNY MELLON - ASSET BACKED | AT COST | $55,670 | $51,091 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $21,177 | LegalFeesAmt |
| Net Investment Income | $10,589 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $10,588 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $51,922 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK FEES | $120 | $120 | $0 | $0 |
| GRANT MANAGEMENT SOFTWARE | $15,700 | $0 | $0 | $15,700 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| PRIOR YEAR EXCISE TAX REFUNDS | $1,094 | $0 |
| RETURN PRIOR YEAR GRANT | $10,000 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONSULTING | $169,500 | $0 | $0 | $169,500 |
| INVESTMENT MANAGEMENT FEES | $72,010 | $72,010 | $0 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAWRENCE BLUM | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 FLEET STREET SUITE 700 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAX | $7,500 | $0 | $0 | $0 |
| FOREIGN TAXES | $380 | $380 | $0 | $0 |