LOIS & IRVING BLUM FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: LOIS & IRVING BLUM FOUNDATION INC (EIN 52-6057035)
Tax period: 2022-01-01 to 2022-12-31
Filed: 2023-11-15
IRS object ID: 202313199349102121
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
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 Professional Fees Schedule
Substantial Contributors Sch
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-11-15T09:26:13-06:00	ReturnTs
Tax Period End	2022-12-31	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	2022-01-01	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	JEFFREY BLUM	PersonNm
Person Title	SECRETARY/TREASURER	PersonTitleTxt
Phone	4105764151	PhoneNum
Signature	2023-11-14	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	JEFFREY	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	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	$15,654,728	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	$264,140	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$1,267	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$1,267	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$249,043	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$249,043	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$1,102,156	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$6,072,627	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$1,102,156	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$1,616,606	TotalRevAndExpnssAmt
Total Net Invst Incm	$1,352,466	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	$28,311	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$14,155	LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm	$0	LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl	$14,156	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$8,500	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$4,250	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$4,250	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$212,000	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$87,250	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm	$0	OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl	$124,750	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$18,658	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$0	TaxesNetInvstIncmAmt
Taxes Adj Net Incm	$0	TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$120	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$120	OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm	$0	OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$267,589	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$105,775	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$143,156	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$3,851,500	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$3,851,500	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$4,119,089	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$105,775	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$3,994,656	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$2,502,483	ExcessRevenueOverExpensesAmt
Net Investment Income	$1,246,691	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$334,114	CashBOYAmt
Cash EOY	$239,042	CashEOYAmt
Cash EOYFMV	$239,042	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$603,459	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$544,528	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$544,528	SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY	$549,765	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$552,674	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$472,146	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$7,058,895	CorporateStockBOYAmt
Corporate Stock EOY	$6,142,527	CorporateStockEOYAmt
Corporate Stock EOYFMV	$9,827,538	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$3,702,853	CorporateBondsBOYAmt
Corporate Bonds EOY	$3,932,139	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$3,444,397	CorporateBondsEOYFMVAmt
Other Investments BOY	$2,739,849	OtherInvestmentsBOYAmt
Other Investments EOY	$549,408	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$1,127,077	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$14,988,935	TotalAssetsBOYAmt
Total Assets EOY	$11,960,318	TotalAssetsEOYAmt
Total Assets EOYFMV	$15,654,728	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$14,988,935	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$11,960,318	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$14,988,935	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$11,960,318	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$14,988,935	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$11,960,318	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$14,988,935	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$2,502,483	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$12,486,452	SubtotalAmt
Other Decreases	$526,134	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$11,960,318	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BNY EQUITY	P	2021-01-01	2022-07-01	$4,806,870	$4,173,882	$632,988	$632,988
BNY EQUITY	P	2021-08-01	2022-07-01	$868,055	$478,876	$389,179	$389,179
BNY FIXED	P	2021-01-01	2022-07-01	$317,463	$317,713	-$250	-$250
CAPITAL GAINS DIVIDENDS	P			$80,239		$80,239	$80,239

Field	Value	IRS element (for citing)
Capital Gain Net Income	$1,102,156	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$17,329	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$17,329	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$17,329	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$40,594	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	$40,594	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$23,265	OverpaymentAmt
Applied To ES Tax	$23,265	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 (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
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
LYNN B SASSIN
1001 FLEET STREET SUITE 700	BALTIMORE	MD	21202	ASSISTANT TREASURER	1.00	$0	$0	$0
LAWRENCE A BLUM
1001 FLEET STREET SUITE 700	BALTIMORE	MD	21202	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	$124,750
BNY MELLON
PO BOX 2034	JERSEY CITY	NJ	07303	INVESTMENT MANAGEMENT	$87,250

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	$17,692,949	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$1,143,425	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$18,836,374	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$18,836,374	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$282,546	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$18,553,828	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$927,691	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$927,691	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$17,329	TaxBasedOnInvestmentIncomeAmt
Total Tax	$17,329	TotalTaxAmt
Distributable Before Adj	$910,362	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$910,362	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$910,362	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$3,994,656	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$3,994,656	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$910,362	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$799,050	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$995,102	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$889,557	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$1,976,211	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$1,841,692	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$6,501,612	TotalExcessDistributionCyovAmt
Qualifying Distributions	$3,994,656	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$910,362	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$3,084,294	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$9,585,906	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	$799,050	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$8,786,856	ExcessDistriCyovToNextYrAmt
Excess From Year4	$995,102	ExcessFromYear4Amt
Excess From Year3	$889,557	ExcessFromYear3Amt
Excess From Year2	$1,976,211	ExcessFromYear2Amt
Excess From Year1	$1,841,692	ExcessFromYear1Amt
Excess From Current Year	$3,084,294	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 (93 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt
ADELANTE LATINA INC
2907 W STRATHMORE AVE	BALTIMORE	MD	21209	501(C)(3)	GENERAL SUPPORT	$10,000
AUSCHWITZ INSTITUTE FOR THE PREVENTION OF GENOCIDE
2 W 45TH ST STE 1602	NEW YORK	NY	10036	501(C)(3)	GENERAL SUPPORT	$80,000
BALTIMORE COMMUNITY FOUNDATION
11 E MOUNT ROYAL AVE 2ND FL	BALTIMORE	MD	21202	501(C)(3)	BALTIMORE PROGRESS FUND/	$20,000
BETH AM SYNAGOGUE
2501 EUTAW PL	BALTIMORE	MD	21217	501(C)(3)	GENERAL SUPPORT/CAPITAL CAMPAIGN	$30,000
BLACK GIRLS VOTE
40 W CHESAPEAKE AVE STE 212	BALTIMORE	MD	21204	501(C)(3)	GENERAL SUPPORT	$5,000
CASA DE MARYLAND
8151 15TH AVE	LANGLEY PARK	MD	20783	501(C)(3)	GENERAL SUPPORT/CASA DE PA NONPARTISAN VOTING WORK	$60,000
CENTRAL SCHOLARSHIP
6 PARK CENTER CT STE 211	OWINGS MILLS	MD	21117	501(C)(3)	GENERAL SUPPORT	$2,500
CONFLICT AWARENESS PROJECT
PO BOX 74 HARTFIELD	HARTFIELD	VA	23071	501(C)(3)	GENERAL SUPPORT	$130,000
CRISTOSAL
PO BOX 4424	BURLINGTON	VT	05406	501(C)(3)	GENERAL SUPPORT	$40,000
FRONT LINE USA FOUNDATION
31 W 34 ST 7TH FL	NEW YORK	NY	10001	501(C)(3)	FRONT LINE DEFENDERS	$40,000
FUND FOR EDUCATIONAL EXCELLENCE
800 N CHARLES ST STE 400	BALTIMORE	MD	21201	501(C)(3)	SCHOLARSHIP	$4,000
GUERNICA CENTRE FOR INTERNATIONAL JUSTICE
259 LAUSSAT ST	SAN FRANCISCO	CA	94117	501(C)(3)	GENERAL SUPPORT/PROJECT SUPPORT FOR LEBANON PROJECT	$45,000
HUMAN RIGHTS WATCH INC
350 5TH AVE 34TH FL	NEW YORK	NY	10118	501(C)(3)	HUMAN RIGHTS WATCH INTERNATIONAL JUSTICE PROGRAM	$5,000
IOWA CITIZENS FOR COMMUNITY IMPROVEMENT (ICCI)
2001 FOREST AVE	DES MOINES	IA	50311	501(C)(3)	GENERAL SUPPORT	$65,000
JEWS UNITED FOR JUSTICE
PO BOX 41458	WASHINGTON	DC	20018	501(C)(3)	GENERAL SUPPORT	$50,000
JUSTICE IN MOTION
PO BOX 160128	BROOKLYN	NY	11216	501(C)(3)	GENERAL SUPPORT	$10,000
MORGAN STATE UNIVERSITY
1700 EAST COLDSPRING LN	BALTIMORE	MD	21251	501(C)(3)	SCHOLARSHIP	$5,000
NEW ISRAEL FUND
1320 19TH ST NW STE 400	WASHINGTON	DC	20036	501(C)(3)	GENERAL SUPPORT FOR BREAKING THE SILENCE AND MADRASA - SCHOOL FOR ARABIC LANGUAGE	$30,000
NEW VENTURE FUND
1828 L STREET NW STE 300-A	WASHINGTON	DC	20036	501(C)(3)	HEALTHCARE FOR AMERICA NOW & AMERICANS FOR TAX FAIRNESS	$20,000
NO BOUNDARIES COALITION
1808 PENNSYLVANIA AVE	BALTIMORE	MD	21217	501(C)(3)	GENERAL SUPPORT/BALTIMORE VOTESGENERAL SUPPORT/BALTIMORE VOTES	$30,000
PEF ISRAEL ENDOWMENT FUNDS
630 THIRD AVE STE 1500	NEW YORK	NY	10017	501(C)(3)	BEIT BERL COLLEGE AND THE ASSOCIATION FOR CIVIL RIGHTS IN ISRAEL	$60,000
REPORTERS WITHOUT BORDERS
PO BOX 34032	WASHINGTON	DC	20043	501(C)(3)	GENERAL SUPPORT	$10,000
RIDERS ALLIANCE INC
555 EIGHTH AVE STE 1803	NEW YORK	NY	10018	501(C)(3)	GENERAL SUPPORT	$75,000
SKYLIGHT ENGAGEMENT INC
147 PRINCE ST	BROOKLYN	NY	11201	501(C)(3)	GENERAL SUPPORT	$25,000
TAKE ACTION MINNESOTA EDUCATION FUND
705 RAYMOND AVE	ST PAUL	MN	55114	501(C)(3)	PROGRESS NORTH	$15,000
THE FUND FOR GLOBAL HUMAN RIGHTS
1301 CONNECTICUT AVE NW STE 400	WASHINGTON	DC	20036	501(C)(3)	GENERAL SUPPORT	$20,000
TIDES FOUNDATION
1012 TORNEY AVE	SAN FRANCISCO	CA	94129	501(C)(3)	GENERAL SUPPORT	$310,000
TRANSPORTATION ALTERNATIVES
111 JOHN ST STE 260	NEW YORK	NY	10038	501(C)(3)	FAMILIES FOR SAFE STREETS	$65,000
UC BERKELEY HUMAN RIGHTS CENTER
2224 PIEDMONT AVE	BERKELEY	CA	94720	501(C)(3)	FELLOWSHIP PROGRAM	$320,000
UNITED WE DREAM NETWORK
1201 16TH ST NW STE 714	WASHINGTON	DC	20036	501(C)(3)	GENERAL SUPPORT	$25,000
WASHINGTON OFFICE ON LATIN AMERICA (WOLA)
1666 CONNECTICUT AVE NW STE 400	WASHINGTON	DC	20009	501(C)(3)	GENERAL SUPPORT	$35,000
WIN WITHOUT WAR EDUCATION FUND
1 THOMAS CIR NW 700	WASHINGTON	DC	20005	501(C)(3)	GENERAL SUPPORT	$40,000
YESHIVA UNIVERSITY
55 5TH AVE	NEW YORK	NY	10003	501(C)(3)	CARDOZO LAW INSTITUTE FOR PEACE AND RECONCILIATION	$5,000
ALLIANCE FOR A JUST SOCIETY
3518 S EDMUNDS ST	SEATTLE	WA	98118	501(C)(3)	NATIVE ORGANIZERS ALLIANCE	$40,000
ALLIANCE FOR YOUTH ORGANIZING
915 5TH STREET NW	WASHINGTON	DC	20001	501(C)(3)	LEADERS IGNITING TRANSFORMATION	$15,000
AMALGAMATED FOUNDATION
1825 K STREET NW	WASHINGTON	DC	20006	501(C)(3)	NEW WORKER ORGANIZING FUND/FIONA COMMUNITY RESPONSE FUND	$100,000
ARIZONA CENTER FOR EMPOWERMENT
5716 N 19TH AVENUE	PHOENIX	AZ	85015	501(C)(3)	GENERAL SUPPORT	$25,000
ASIAN AMERICANS ADVANCING JUSTICE
5680 OAKBROOK PARKWAY SUITE 148	NORCROSS	GA	30093	501(C)(3)	GENERAL SUPPORT	$25,000
BUSINESS EDUCATION FUND
6218 GEORGIA AVE NW 1-542	WASHINGTON	DC	20011	501(C)(3)	MAIN STREET ALLIANCE	$50,000
BVM CAPACITY BUILDING INSTITUTE
4751 BEST RD STE 200	ATLANTA	GA	30337	501(C)(3)	GENERAL SUPPORT	$25,000
CAROLINA ABORTION FUND
PO BOX 51534	DURHAM	NC	27717	501(C)(3)	GENERAL SUPPORT	$25,000
CAROLINA FEDERATION FUND
PO BOX 62212	DURHAM	NC	27715	501(C)(3)	GENERAL SUPPORT	$35,000
CENTER FOR POPULAR DEMOCRACY
449 TROUTMAN STREET SUITE A	BROOKLYN	NY	11237	501(C)(3)	GENERAL SUPPORT	$40,000
CITIZEN ACTION OF WISCONSIN FUND
4716 W VLIET	MILWAUKEE	WI	53208	501(C)(3)	GENERAL SUPPORT	$50,000
COMMON DEFENSE EDUCATION FUND
251 WEST 30TH STREET 317	NEW YORK	NY	10001	501(C)(3)	VETERANS ORGANIZING INSTITUTE	$110,000
CREATIVE ALLIANCE INC
3134 EASTERN AVE	BALTIMORE	MD	21224	501(C)(3)	GENERAL SUPPORT	$3,000
FALMOUTH JEWISH CONGREGATION
7 HATCHVILLE ROAD	EAST FALMOUTH	MA	02536	501(C)(3)	GENERAL SUPPORT	$10,000
FILMAID INTERNATIONALINTERNEWS
PO BOX 4448	ARCATA	CA	95518	501(C)(3)	GENERAL SUPPORT	$20,000
FUTURE ALAMANCE
1710 HANFORD HILLS RD	GRAHAM	NC	27253	501(C)(3)	GENERAL SUPPORT	$10,000
GEORGIA ALLIANCE EDUCATION FUND
PO BOX 170495	ATLANTA	GA	30317	501(C)(3)	GENERAL SUPPORT	$200,000
GEORGIA STAND UP
2366 SYLVAN RD STE A	ATLANTA	GA	30344	501(C)(3)	GENERAL SUPPORT	$25,000
GLOBAL LABOR JUSTICE
1634 I ST NW 1000	WASHINGTON	DC	20006	501(C)(3)	INTERNATION LABOR RIGHTS FORUM	$25,000
HIAS
1300 SPRING STREET 500	SILVER SPRING	MD	20910	501(C)(3)	GENERAL SUPPORT	$15,000
KOVNO COMMUNICATIONS
2600 TENTH STREET SUITE 403A	BERKELEY	CA	94710	501(C)(3)	GENERAL SUPPORT	$7,000
MAINE PEOPLE'S RESOURCE CENTER
565 CONGRESS STREET 200	PORTLAND	ME	04101	501(C)(3)	GENERAL SUPPORT	$65,000
MAKE THE ROAD NV
4250 E BONANZA ROAD	LAS VEGAS	NV	89110	501(C)(3)	GENERAL SUPPORT	$25,000
MAKE THE ROAD STATES
347 N 8TH STREET	ALLENTOWN	PA	18102	501(C)(3)	MAKE THE ROAD PA	$20,000
MIAMI FOUNDATION
40 NW 3RD STREET	MIAMI	FL	33128	501(C)(3)	GRASSROOTS HURRICANE COMMUNITY	$20,000
MIDWEST ACADEMY
PO BOX 16369	CHICAGO	IL	60616	501(C)(3)	GO GRANT	$5,000
MONTGOMERY COLLEGE
51 MANNAKEE ST SV 106	ROCKVILLE	MD	20850	501(C)(3)	FOREST PARK SCHOLARSHIP	$5,000
MIJENTE SUPPORT COMMITTEE
801 NEW GARDEN ROAD	GREENSBORO	NC	27410	501(C)(3)	SOMOS SIEMBRA	$20,000
NATIONAL CENTER FOR YOUTH LAW
1212 BROADWAY SUITE 600	OAKLAND	CA	94612	501(C)(3)	GENERAL SUPPORT	$40,000
NEW PENNSYLVANIA PROJECT
717 MARKET STREET	LEMOYNE	PA	17043	501(C)(3)	GENERAL SUPPORT	$20,000
NEW YORK UNIVERSITY LAW SCHOOL
40 WASHINGTON SQUARE	NEW YORK	NY	10012	501(C)(3)	CENTER FOR GLOBAL JUSTICE	$200,000
NORTH CAROLINA A PHILLIP RANDOLPH INSTITUTE
1408 HILLSBOROUGH ST	RALEIGH	NC	27605	501(C)(3)	GENERAL SUPPORT	$30,000
NORTH CAROLINA ASIANS AMERICANS TOGETHER
1408 HILLSBOROUGH ST	RALEIGH	NC	27605	501(C)(3)	GENERAL SUPPORT	$15,000
NORTH CAROLINA BLACK ALLIANCE
PO BOX 27886	RALEIGH	NC	27611	501(C)(3)	GENERAL SUPPORT	$10,000
NORTH MAIN STREET FUND
114 NORTH MAIN STREET SUITE 203	CONCORD	NH	03301	501(C)(3)	SOMOS VOTANTES	$50,000
ONE ARIZONA
530 E MCDOWELL ROAD 107-448	PHOENIX	AZ	85004	501(C)(3)	AZ ASIAN AMERICAN NATIVE HAWAIIAN ISLANDERS FOR EQUITY	$25,000
ONE ARIZONA - MIAZ
345 E PALM LANE	PHOENIX	AZ	85004	501(C)(3)	GENERAL SUPPORT	$25,000
PENNSYLVANIA STANDS UP
15 N LIME STREET	LANCASTER	PA	17602	501(C)(3)	GENERAL SUPPORT	$20,000
PEOPLE'S ACTION INSTITUE
1130 N MILWAUKEE AVE	CHICAGO	IL	60624	501(C)(3)	GENERAL SUPPORT	$40,000
PODER IN ACTION
4415 N MARYVALE PARKWAY PO BOX	PHOENIX	AZ	85063	501(C)(3)	GENERAL SUPPORT	$25,000	23406
POWER INTERFAITH
1429 N 11TH ST	PHILADELPHIA	PA	19122	501(C)(3)	GENERAL SUPPORT	$20,000
RURAL ARIZONA ENGAGEMENT ACTION
381 W CENTRAL AVE	COOLIDGE	AZ	85128	501(C)(3)	GENERAL SUPPORT	$25,000
SHARE FOUNDATION EL SALVADOR
2425 COLLEGE AVE	BERKELEY	CA	94704	501(C)(3)	GENERAL SUPPORT	$35,000
SPRING STREET CLIMATE FUND
PO BOX 24685	BROOKLYN	NY	11202	501(C)(3)	GENERAL SUPPORT	$50,000
THE CENTER FOR VICTIMS OF TORTURE
2356 UNIVERSITY AVE WEST SUITE 430	ST PAUL	MN	55114	501(C)(3)	GENERAL SUPPORT	$5,000
THE COMMITTEE TO PROTECT JOURNALISTS INC
PO BOX 2675	NEW YORK	NY	10108	501(C)(3)	GENERAL SUPPORT	$20,000
THE NEW GEORGIA PROJECT
6012 BAYFIELD PARKWAY SUITE 142	CONCORD	NC	28027	501(C)(3)	GENERAL SUPPORT	$20,000
THE NEW NORTH CAROLINA PROJECT FOUNDATION
6012 BAYFIELD PARKWAY SUITE 142	CONCORD	NC	28027	501(C)(3)	GENERAL SUPPORT	$10,000
THE PEOPLE'S FORUM
320 WEST 37TH STREET	NEW YORK	NY	10018	501(C)(3)	HURRICANE IAN RECOVERY FUND	$20,000
TRANSGENDER LAW CENTER
PO BOX 70976	OAKLAND	CA	94612	501(C)(3)	BORDER BUTTERFLIES PROJECT	$20,000
URGENT ACTION FUND FOR WOMEN'S HUMAN RIGHTS
2601 BLANDIN AVENUE	ALAMEDA	CA	94501	501(C)(3)	GENERAL SUPPORT	$15,000
WE ARE DOWN HOME
PO BOX 10671	GREENSBORO	NC	27404	501(C)(3)	GENERAL SUPPORT	$25,000
WINWARD FUND
1828 L STREET NW STE 300-A	WASHINGTON	DC	20036	501(C)(3)	GENERAL SUPPORT	$230,000
WISCONSIN ALLIANCE FOR EXCELLENT SCHOOLS
5329 FAYETTE DRIVE	MADISON	WI	53713	501(C)(3)	WI PUBLIC EDUCATION NETWORK	$15,000
WISCONSIN FARMERS UNION FOUNDATION INC
117 W SPRING STREET	CHIPPEWA FALLS	WI	54729	501(C)(3)	GENERAL SUPPORT	$15,000
WISDOM
2821 N VEL PHILLIPS AVE 217	MILWAUKEE	WI	53212	501(C)(3)	GENERAL SUPPORT	$15,000
WOMEN'S LINK
99 WALL STREET SUITE 502	NEW YORK	NY	10005	501(C)(3)	GENERAL SUPPORT	$20,000
WORKING AMERICA EDUCATION FUND
815 16TH STREET NW	WASHINGTON	DC	20006	501(C)(3)	GENERAL SUPPORT	$50,000
YELLOWHAMMER FUND
PO BOX 1565	TUSCALOOSA	AL	35403	501(C)(3)	GENERAL SUPPORT	$25,000
YOU CAN VOTE
902 BROAD STREET	DURHAM	NC	27705	501(C)(3)	GENERAL SUPPORT	$15,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$3,851,500	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	$1,267	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$249,043	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$1,102,156	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$1,352,466	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$1,352,466	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
JEFFREY BLUM
1	1001 FLEET STREET SUITE 700	BALTIMORE	MD	21202	$165,675	Yes (X)	Yes (X)
CAROLYN BLUM
2	1001 FLEET STREET SUITE 700	BALTIMORE	MD	21202	$50,634	Yes (X)	Yes (X)
THE TRUST UW OF IRVING BLUM
3	1001 FLEET STREET SUITE 700	BALTIMORE	MD	21202	$154,559	Yes (X)
LOIS B FEINBLATT POST-DEATH TRUST
4	1001 FLEET STREET SUITE 700	BALTIMORE	MD	21202	$88,000	Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNum	Noncash PropertyNoncashPropertyDesc	Fair Market ValueFairMarketValueAmt	ReceivedReceivedDt
1	7,500 SH CLASS A SHARES OF DAVIS NY VENTURE FUND	$165,675	2022-12-27
2	2,305 SH CLASS A SHARES OF DAVIS NY VENTURE FUND	$50,634	2022-09-06

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$8,500	Amt
Net Investment Income	$4,250	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$4,250	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	$3,932,139	EOYBookValueAmt
EOYFMV	$3,444,397	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	$6,142,527	EOYBookValueAmt
EOYFMV	$9,827,538	EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$552,674	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$472,146	USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY	$0	StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV	$0	StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
BNY MELLON - REIT	AT COST	$259,482	$387,609
BNY MELLON - MUTUAL FUNDS	AT COST	$241,903	$326,655
DAVIS MUTUAL FNDS	AT COST	$48,023	$412,813

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$28,311	LegalFeesAmt
Net Investment Income	$14,155	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$14,156	DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	PRIOR PERIOD ADJUSTMENT	Desc
Amt	$526,134	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	BANK FEES	Desc
Revenue And Expenses Per Books	$120	RevenueAndExpensesPerBooksAmt
Net Investment Income	$120	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONSULTING	$124,750	$0	$0	$124,750
INVESTMENT MANAGEMENT FEES	$87,250	$87,250	$0	$0

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Field	Value	IRS element (for citing)
Person	CAROLYN 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

Field	Value	IRS element (for citing)
Category	EXCISE TAX	CategoryTxt
Amt	$18,658	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt