2021-11-02T16:17:03-05:00 2020-12-31 FOUNDATION SOURCE ONE HOLLOW LN STE 212 LAKE SUCCESS NY 11042 990PF 2020-01-01 831358018 Jennifer and Jonathan Blum Foundation % Foundation Source BLUM 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 JONATHAN BLUM CO-PRESIDENT 8008391754 2021-10-26 true JONATHAN BLUM 999009999 Jeffrey D Haskell P01345770 8008391754 2020 2022-09-23 18:48:47Z X 2207293 X 0 X 282 282 33484 33484 55835 1943158 117323 250 250 89851 151339 0 20190 20190 336 136 13612 75 13537 34138 20401 13537 173500 173500 207638 20401 187037 -117787 130938 132475 75316 75316 1660300 1698579 2131977 98907 1891682 1773895 2207293 0 0 X 1891682 1773895 1891682 1773895 1891682 1773895 1891682 -117787 1773895 1773895 Publicly-traded Securities 1943158 1825835 117323 117323 117323 1820 1820 1820 817 0 1010 1827 X 7 7 false false false false false false false true true DE true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false false false false false false false false false false false false false false false false false false Amanda Vance Blum Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Andrew Davis Blum Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Christopher Guion Blum Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Jennifer Blum Foundation Source 501 Silverside Rd Wilmington DE 198091377 Co- Pres, Dir, Sec 1.0 0 0 0 Jonathan Blum Foundation Source 501 Silverside Rd Wilmington DE 198091377 Co- Pres, Dir, Treas 1.0 0 0 0 1997504 78516 0 2076020 0 2076020 31140 2044880 102244 102244 1820 1820 100424 100424 100424 187037 0 0 0 0 187037 0 187037 100424 2018 2017 2016 53068 53068 187037 100424 86613 139681 0 139681 53068 86613 Jennifer Blum Jonathan Blum X MARTHAS VINEYARD BOYS AND GIRLS CLUB INCORPORATED PO BOX 654 EDGARTOWN MA 02539 N/A PC General & Unrestricted 37500 MARTHAS VINEYARD FILM SOCIETY INC PO BOX 4423 VINEYARD HAVEN MA 02568 N/A PC General & Unrestricted 7500 MARTHAS VINEYARD FILM SOCIETY INC PO BOX 4423 VINEYARD HAVEN MA 02568 N/A PC Producer Level Donation 2500 MARTHAS VINEYARD MUSEUM INC 151 LAGOON POND RD VINEYARD HVN MA 02568 N/A PC Edgartown Lighthouse Fund 10000 MARTHAS VINEYARD PRESERVATION TR INC PO BOX 5277 EDGARTOWN MA 02539 N/A PC General & Unrestricted 35000 NATIONAL FILM PRESERVE LTD 800 JONES ST BERKELEY CA 94710 N/A PC Charitable Event 30000 SHERIFFS MEADOW FOUNDATION PO BOX 1088 VINEYARD HAVEN MA 02568 N/A PC General & Unrestricted 20000 SHERIFFS MEADOW FOUNDATION PO BOX 1088 VINEYARD HAVEN MA 02568 N/A PC Charitable Event 10000 VINEYARD CONSERVATION SOCIETY INC PO BOX 2189 VINEYARD HVN MA 02568 N/A PC General & Unrestricted 10000 VINEYARD CONSERVATION SOCIETY INC PO BOX 2189 VINEYARD HVN MA 02568 N/A PC Ponds Film Fund and General Support 10000 YOUNG MENS CHRISTIAN ASSOCIATION BLUE RIDGE ASSEMB 84 BLUE RIDGE CIR BLACK MTN NC 28711 N/A PC Green Rocker Society 1000 173500 14 282 14 33484 18 55835 BANK CHARGE REFUND 01 250 89851 89851 false false false false false false false false false false ACCENTURE PLC 11937 18023 ADOBE SYSTEMS, INC 16921 37509 ADVANCED MICRO DEVICES INC 14416 25037 ALGER DYNAMIC OPPORTUNITIES FU 91264 118230 ALGER SMALL CAP FOCUS FUND CLA 60295 73591 ALGER WEATHERBIE SPECIALIZED G 31326 36655 ALPHABET INC CL A 39526 63095 AMAZON COM 30579 58625 APPLE INC 18350 54668 CHURCH & DWIGHT 15433 20325 CISCO SYSTEMS INC 18161 18258 CONAGRA FOODS INC 16999 20632 CROWN CASTLE INTL 11525 15601 DANAHER CORP 9832 19548 FACEBOOK INC 13273 22399 FIRST TRUST EXCHANGE TRADED FD 41833 43312 GUGGENHEIM LIMITED DURATION FU 99492 101801 GUGGENHEIM TOTAL RETURN BOND F 104957 113728 ISHARES BARCLAYS 1-3 YEAR TREA 46085 45954 JP MORGAN CHASE 24018 28210 LINDE PLC COM 19257 27669 LOCKHEED MARTIN CORP 17344 20589 MEDTRONIC PLC 19921 24951 MERCK & CO INC 20739 21841 MICROSOFT CORP 25674 45819 MORGAN STANLEY 22953 29673 MORGAN STANLEY INSIGHT FUND 43938 51939 NEXTERA ENERGY, INC 19000 26540 NOVARTIS AG ADR 19836 23041 PROCTER GAMBLE CO 21130 28385 SCHWAB US TIPS 36317 38428 SELECT SECTOR SPDR ENERGY FUND 28810 30964 SPDR GOLD SHARES 43698 52081 SPDR PORTFOLIO SHORT TERM CORP 57861 60351 TARGET CORPORATION 16453 36189 THERMO FISHER SCIENTIFIC INC 13306 23755 UNITEDHEALTH GROUP INC 14394 17885 VANGAURD HIGH-YIELD CORPORATE 31673 33311 VANGUARD DIVIDEND APPRECIATION 26026 27669 VANGUARD EMERGING MARKETS BOND 55258 56288 VANGUARD INTL DIVDEND APPREC 21900 22708 VANGUARD ST BOND ETF 69926 70299 VANGUARD TOT INTL BOND IX ADMI 75501 77317 VANGUARD ULTRA ST BND ADMR 44121 44105 WAL-MART STORES INC 34046 45119 YUM BRANDS INC 100429 124843 YUM CHINA HOLDINGS INC 82846 135017 Administrative Fees 13512 13512 Bank Charges 75 75 State or Local Filing Fees 25 25 Bank charge refund 250 250 Investment Management Services 20190 20190 990-PF Estimated Tax for 2020 200 Foreign Tax Paid 136 136