LOIS & IRVING BLUM FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: LOIS & IRVING BLUM FOUNDATION INC (EIN 52-6057035)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-11-09
IRS object ID: 202223139349101352
Schema version: 2021v4.2
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 Expenses Schedule
Other Professional Fees Schedule
Substantial Contributors Sch
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-11-09T10:40:48-06:00	ReturnTs
Tax Period End	2021-12-31	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	2021-01-01	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	LYNN SASSIN	PersonNm
Person Title	ASSISTANT TREASURER	PersonTitleTxt
Phone	4105764151	PhoneNum
Signature	2022-11-07	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	LYNN	PersonFirstNm
Person Last	SASSIN	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

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	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$24,227,709	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	$879,819	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$249,779	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$249,779	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$2,487,916	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$5,805,422	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$2,487,916	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$3,617,514	TotalRevAndExpnssAmt
Total Net Invst Incm	$2,737,695	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	$59,086	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$29,543	LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm	$0	LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl	$29,543	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$34,000	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$17,000	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$17,000	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$244,955	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$98,455	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm	$0	OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl	$146,500	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$92,425	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$32	TaxesNetInvstIncmAmt
Taxes Adj Net Incm	$0	TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$311	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$294	OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm	$0	OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl	$17	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$430,777	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$145,324	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$193,060	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$2,791,500	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$2,791,500	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$3,222,277	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$145,324	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$2,984,560	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$395,237	ExcessRevenueOverExpensesAmt
Net Investment Income	$2,592,371	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$55,887	CashBOYAmt
Cash EOY	$334,114	CashEOYAmt
Cash EOYFMV	$334,114	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$1,880,950	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$603,459	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$603,459	SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY	$1,007,446	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$549,765	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$542,008	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$5,656,673	CorporateStockBOYAmt
Corporate Stock EOY	$7,058,895	CorporateStockEOYAmt
Corporate Stock EOYFMV	$14,492,722	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$2,953,781	CorporateBondsBOYAmt
Corporate Bonds EOY	$3,702,853	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$3,704,175	CorporateBondsEOYFMVAmt
Other Investments BOY	$3,038,961	OtherInvestmentsBOYAmt
Other Investments EOY	$2,739,849	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$4,551,231	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$14,593,698	TotalAssetsBOYAmt
Total Assets EOY	$14,988,935	TotalAssetsEOYAmt
Total Assets EOYFMV	$24,227,709	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$14,593,698	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$14,988,935	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$14,593,698	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$14,988,935	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$14,593,698	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$14,988,935	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$14,593,698	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$395,237	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$14,988,935	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$14,988,935	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BNY	P	2020-01-01	2021-07-01	$5,263,683	$3,317,506	$1,946,177	$1,946,177
CAPITAL GAINS DIVIDENDS	P			$541,739		$541,739	$541,739

Field	Value	IRS element (for citing)
Capital Gain Net Income	$2,487,916	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$36,034	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$36,034	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$36,034	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$42,393	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$15,000	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$57,393	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$46	EsPenaltyAmt
Overpayment	$21,313	OverpaymentAmt
Applied To ES Tax	$21,313	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	$146,500
BNY MELLON
PO BOX 2034	JERSEY CITY	NJ	07303	INVESTMENT MANAGEMENT	$98,455

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	$22,634,793	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$1,302,306	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$23,937,099	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$23,937,099	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$359,056	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$23,578,043	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$1,178,902	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$1,178,902	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$36,034	TaxBasedOnInvestmentIncomeAmt
Total Tax	$36,034	TotalTaxAmt
Distributable Before Adj	$1,142,868	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$1,142,868	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$1,142,868	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$2,984,560	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$2,984,560	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$1,142,868	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$771,973	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$799,050	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$995,102	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$889,557	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$1,976,211	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$5,431,893	TotalExcessDistributionCyovAmt
Qualifying Distributions	$2,984,560	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$1,142,868	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$1,841,692	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$7,273,585	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	$771,973	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$6,501,612	ExcessDistriCyovToNextYrAmt
Excess From Year4	$799,050	ExcessFromYear4Amt
Excess From Year3	$995,102	ExcessFromYear3Amt
Excess From Year2	$889,557	ExcessFromYear2Amt
Excess From Year1	$1,976,211	ExcessFromYear1Amt
Excess From Current Year	$1,841,692	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	CAROLYN P BLUM	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
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	$50,000
BALTIMORE LEADERSHIP SCHOOL FOR YOUNG WOMEN
128 W FRANKLIN ST	BALTIMORE	MD	21201	501(C)(3)	GENERAL SUPPORT	$5,000
BLACK GIRLS VOTE
40 W CHESAPEAKE AVE STE 212	BALTIMORE	MD	21204	501(C)(3)	GENERAL SUPPORT	$5,000
CENTRAL SCHOLARSHIP
6 PARK CENTER CT STE 211	OWINGS MILLS	MD	21117	501(C)(3)	ANNUAL APPEAL - GENERAL SUPPORT	$2,500
CONFLICT AWARENESS PROJECT
PO BOX 74 HARTFIELD	HARTFIELD	VA	23071	501(C)(3)	MEXICO ARMS TRAFFICKING PROJECT	$50,000
FUND FOR EDUCATIONAL EXCELLENCE - WESTERN HIGH SCHOOL
800 N CHARLES ST STE 400	BALTIMORE	MD	21201	501(C)(3)	SCHOLARSHIP	$5,000
FUND FOR EDUCATIONAL EXCELLENCE
800 N CHARLES ST STE 400	BALTIMORE	MD	21201	501(C)(3)	SCHOLARSHIP	$4,000
FUSION FBO TEACHERS DEVELOPMENT PROJECT (TDP)
1601 GUILFORD AVE	BALTIMORE	MD	21202	501(C)(3)	GENERAL SUPPORT	$204,000
GUERNICA CENTRE FOR INTERNATIONAL JUSTICE
259 LAUSSAT ST	SAN FRANCISCO	CA	94117	501(C)(3)	GENERAL SUPPORT	$15,000
JEWS UNITED FOR JUSTICE
PO BOX 41458	WASHINGTON	DC	20018	501(C)(3)	GENERAL SUPPORT	$40,000
NO BOUNDARIES COALITION
1808 PENNSYLVANIA AVE	BALTIMORE	MD	21217	501(C)(3)	GENERAL SUPPORT	$5,000
THE ASSOCIATED
101 W MOUNT ROYAL AVE	BALTIMORE	MD	21201	501(C)(3)	ANNUAL CAMPAIGN - GENERAL SUPPORT	$50,000
TIDES FOUNDATION
1012 TORNEY AVE	SAN FRANCISCO	CA	94129	501(C)(3)	GENERAL SUPPORT	$1,508,000
UC BERKELEY HUMAN RIGHTS CENTER
2224 PIEDMONT AVE	BERKELEY	CA	94720	501(C)(3)	FELLOWSHIP PROGRAM	$100,000
VA HUMANITIES
145 EDNAM DRIVE	CHARLOTTESVILLE	VA	22903	501(C)(3)	GENERAL SUPPORT	$50,000
MORGAN STATE UNIVERSITY
1700 EAST COLDSPRING LN	BALTIMORE	MD	21251	501(C)(3)	SCHOLARSHIP	$5,000
KING BOUDAIN FOUNDATION
10 ROCKEFELLER PLAZA	NEW YORK	NY	11102	501(C)(3)	GENERAL SUPPORT	$15,000
JOIN FOR JUSTICE
PO BOX 51248	BOSTON	MA	02205	501(C)(3)	GENERAL SUPPORT	$15,000
TRANSPORTATION ALTERNATIVES
111 JOHN ST STE 260	NEW YORK	NY	10038	501(C)(3)	FAMILIES FOR SAFE STREETS	$65,000
US CLIMATE ACTION NETWORK
50 F STREET NW 8TH FLOOR	WASHINGTON	DC	20001	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
ONLINE PROGRESSIVE ENGAGEMENT NETWORK (OPEN)
600 N BROAD ST STE 5	MIDDLETOWN	DE	19709	501(C)(3)	GENERAL SUPPORT	$5,000
NEW VENTURE FUND
1828 L STREET NW STE 300-A	WASHINGTON	DC	20036	501(C)(3)	HEALTHCARE FOR AMERICA NOW	$10,000
MADRE
121 WEST 27TH ST 604	NEW YORK	NY	10001	501(C)(3)	SUPPORT WORK IN AFGHANISTAN FOR AFGHAN WOMEN	$10,000
WOMEN FOR AFGHAN WOMEN
158-24 73RD AVE	FRESH MEADOWS	NY	11366	501(C)(3)	GENERAL SUPPORT	$10,000
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	$80,000
HOPE BORDER INSTITUTE
499 ST MATTHEWS ST	EL PASO	TX	79907	501(C)(3)	THE BORDER REFUGEE ASSISTANCE FUND	$20,000
FOR WEST VIRGINIA'S FUTURE
PO BOX 132	ONA	WV	25545	501(C)(3)	WEST VIRGINIA'S FUTURE FOR ITS VOTER TABLE ACTIVITIES AND MAIN STREET ALLIANCE FOR GENERAL SUPPORT	$30,000
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	$15,000
JUST ATONEMENT INC
745 5TH AVE STE 500	NEW YORK	NY	10161	501(C)(3)	EARTH REFUGE FOR GENERAL SUPPORT	$10,000
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
JOHNS HOPKINS UNIVERSITY
750 E PRATT ST STE 1700	BALTIMORE	MD	21201	501(C)(3)	EDWARD E. WALLACH, M.D. FELLOWSHIP	$3,000
WASHINGTON OFFICE ON LATIN AMERICA (WOLA)
1666 CONNECTICUT AVE NW STE 400	WASHINGTON	DC	20009	501(C)(3)	GENERAL SUPPORT	$35,000
SKYLIGHT ENGAGEMENT INC
147 PRINCE ST	BROOKLYN	NY	11201	501(C)(3)	GENERAL SUPPORT	$25,000
REPORTERS WITHOUT BORDERS
PO BOX 34032	WASHINGTON	DC	20043	501(C)(3)	GENERAL SUPPORT	$25,000
JUSTICE IN MOTION
PO BOX 160128	BROOKLYN	NY	11216	501(C)(3)	GENERAL SUPPORT	$10,000
HUMAN RIGHTS WATCH INC
350 5TH AVE 34TH FL	NEW YORK	NY	10118	501(C)(3)	HUMAN RIGHTS WATCH INTERNATIONAL JUSTICE PROGRAM	$10,000
THE FUND FOR GLOBAL HUMAN RIGHTS
1301 CONNECTICUT AVE NW STE 400	WASHINGTON	DC	20036	501(C)(3)	GENERAL SUPPORT	$25,000
CORNELL UNIVERSITY
130 E SENECA ST STE 400	ITHACA	NY	14850	501(C)(3)	GLOBAL STRATEGIC LITIGATION COUNCIL	$5,000
CASA DE MARYLAND
8151 15TH AVE	LANGLEY PARK	MD	20783	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
BALTIMORE MUSEUM OF ART
10 ART MUSEUM DR	BALTIMORE	MD	21218	501(C)(3)	LEXINGTON MARKET PROJECT	$50,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$2,791,500	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	$249,779	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$2,487,916	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$2,737,695	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$2,737,695	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 (5 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	$146,969	Yes (X)	Yes (X)
CAROLYN BLUM
2	1001 FLEET STREET SUITE 700	BALTIMORE	MD	21202	$506,254	Yes (X)	Yes (X)
LOIS B FEINBLATT REVOCABLE TRUST UA DTD 7232010
3	1001 FLEET STREET SUITE 700	BALTIMORE	MD	21202	$500,000	Yes (X)	Yes (X)
THE TRUST UW OF IRVING BLUM
4	1001 FLEET STREET SUITE 700	BALTIMORE	MD	21202	$184,380	Yes (X)
1919 INVESTMENT COUNSEL LLC
5	ONE SOUTH STREET 25TH FLOOR SUITE 2	BALTIMORE	MD	21202	$5,000	Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNum	Noncash PropertyNoncashPropertyDesc	Fair Market ValueFairMarketValueAmt	ReceivedReceivedDt
1	4,315 SH CLASS A SHARES OF DAVIS NY VENTURE FUND	$146,969	2021-11-17
2	17,415 SH CLASS A SHARES OF DAVIS NY VENTURE FUND	$506,254	2021-12-28
3	17,307 SH CLASS A SHARES OF DAVIS NY VENTURE FUND	$500,000	2021-12-23

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$34,000	Amt
Net Investment Income	$17,000	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$17,000	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	$3,702,853	EOYBookValueAmt
EOYFMV	$3,704,175	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	$7,058,895	EOYBookValueAmt
EOYFMV	$14,492,722	EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$549,765	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$542,008	USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY	$0	StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV	$0	StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
BNY MELLON - ASSET BACKED SECURITIES	AT COST	$87,452	$87,190
BNY MELLON - REIT	AT COST	$279,308	$667,645
BNY MELLON - MUTUAL FUNDS	AT COST	$1,458,192	$2,864,255
BNY MELLON - EQUITY EXCHANGE TRADED	AT COST	$369,897	$431,968
DAVIS MUTUAL FNDS	AT COST	$545,000	$500,173

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$59,086	LegalFeesAmt
Net Investment Income	$29,543	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$29,543	DisbursementsCharitablePrpsAmt

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	$294	$294	$0	$0
CERTIFICATION FEE	$17	$0	$0	$17

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONSULTING	$146,500	$0	$0	$146,500
INVESTMENT MANAGEMENT FEES	$98,455	$98,455	$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 (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES	$32	$32	$0	$0
EXCISE TAX	$92,393	$0	$0	$0