WALLACE AND JUNE BLUME CHARITABLE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- WALLACE AND JUNE BLUME CHARITABLE FOUNDATION (EIN 20-0499831)
- Tax period
- 2018-10-01 to 2019-09-30
- Filed
- 2020-01-13
- IRS object ID
- 202000139349100005
- Schema version
- 2018v3.1
- 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
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-01-13T14:11:40-06:00 | ReturnTs |
| Tax Period End | 2019-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383185476 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOVOTNY CPA GROUP PLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 E ELLIS 584 | AddressLine1Txt |
| City | NORTON SHORES | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49441 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200499831 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALLACE AND JUNE BLUME | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WALL | BusinessNameControlTxt |
| Phone | 6168774625 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4666 LEIGHTON LAKES DRIVE | AddressLine1Txt |
| City | WAYLAND | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49348 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JON BLUME | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 6168774625 | PhoneNum |
| Signature | 2020-01-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHLEEN S BYMA | PreparerPersonNm |
| PTIN | P00696502 | PTIN |
| Phone | 2317285176 | PhoneNum |
| Preparation | 2020-01-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $278,054 | 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 | $2,400,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,066 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,066 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,322 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,322 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $30 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $300,030 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,402,418 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,388 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $436 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $436 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $751 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $375 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $376 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $180 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $27 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $153 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,369 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $402 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $965 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,462,751 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,462,751 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,464,120 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $402 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,463,716 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$61,702 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,986 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $339,756 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $278,054 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $278,054 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $339,756 | TotalAssetsBOYAmt |
| Total Assets EOY | $278,054 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $278,054 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $339,756 | RetainedEarningBOYAmt |
| Retained Earning EOY | $278,054 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $339,756 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $278,054 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $339,756 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $278,054 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $339,756 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$61,702 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $278,054 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $278,054 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,641,512 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $340,883 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 7.749028 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,568,712 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $459,934 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 5.584958 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,106,420 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $492,874 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 4.273749 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,093,400 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $287,619 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 7.278379 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,769,914 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $263,481 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 10.512766 | DistributionYr5Rt |
| Total Distribution | 35.398880 | TotalDistributionRt |
| Average Distribution | 7.079776 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $374,280 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,649,819 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $20 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,649,839 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,463,716 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $40 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $40 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $40 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $40 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JUNE BLUME | IndividualWithBooksNm |
| Phone | 6168774625 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4666 LEIGHTON LAKES DRIVE | AddressLine1Txt |
| City | WAYLAND | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49348 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WALLACE BLUME | ||||||||
| 1305 CALDWELL CREEK DR | COLLEYVILLE | TX | 76034 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| JUNE BLUME | ||||||||
| 1305 CALDWELL CREEK DR | COLLEYVILLE | TX | 76034 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| JONATHAN BLUME | ||||||||
| 7008 LISMORE COURT | COLLEYVILLE | TX | 76034 | SECRETARY | 0.00 | $0 | $0 | $0 |
| JANE BLUME | ||||||||
| 7008 LISMORE COURT | COLLEYVILLE | TX | 76034 | TREASURER | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $379,980 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $379,980 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $379,980 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,700 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $374,280 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,714 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,714 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $40 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $40 | TotalTaxAmt |
| Distributable Before Adj | $18,674 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $18,674 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $18,674 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,463,716 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,463,716 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,463,716 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,674 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,756,642 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,079,019 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,081,776 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,545,715 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,624,470 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $12,087,622 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,463,716 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $18,674 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,445,042 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $14,532,664 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $2,756,642 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $11,776,022 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,079,019 | ExcessFromYear4Amt |
| Excess From Year3 | $2,081,776 | ExcessFromYear3Amt |
| Excess From Year2 | $2,545,715 | ExcessFromYear2Amt |
| Excess From Year1 | $2,624,470 | ExcessFromYear1Amt |
| Excess From Current Year | $2,445,042 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WALLACE BLUME | ContributingManagerNm |
| Contributing Manager | JUNE BLUME | ContributingManagerNm |
| Contributing Manager | JONATHAN BLUME | ContributingManagerNm |
| Contributing Manager | JANE BLUME | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FAMILY LEGACY MISSIONS | |||||||
| 5005 W ROYAL LANE SUITE 252 | IRVING | TX | 75063 | NONE | PC | UNRESTRICTED | $3,000 |
| GRAND RAPIDS FIRST CHURCH | |||||||
| 2100 44TH STREET SW | GRAND RAPIDS | MI | 49519 | NONE | PC | UNRESTRICTED | $289,851 |
| RICK RENNER MINISTRIES | |||||||
| PO BOX 702040 | TULSA | OK | 74170 | NONE | PC | UNRESTRICTED | $1,976,400 |
| THE SALVATION ARMY | |||||||
| 3100 MONTGOMERY ST | SAVANNAH | GA | 31405 | NONE | PC | UNRESTRICTED | $10,000 |
| GRACE COMMUNITY CHURCH | |||||||
| 3789 THOMPSON ROAD | FORT WORTH | TX | 76244 | NONE | PC | UNRESTRICTED | $26,100 |
| JUDICIAL WATCH | |||||||
| 425 THIRD STREET SW | WASHINGTON DC | DC | 20024 | NONE | PC | UNRESTRICTED | $1,000 |
| MERCY HOUSE | |||||||
| PO BOX 1905 | SANTA ANA | CA | 92702 | NONE | PC | UNRESTRICTED | $20,000 |
| PURDUE ALUMNI ASSOCIATION | |||||||
| 403 W WOOD STREET | WEST LAFAYETTE | IN | 47907 | NONE | PC | UNRESTRICTED | $1,000 |
| USO | |||||||
| PO BOX 1163 | RICHMOND | VA | 23218 | NONE | PC | UNRESTRICTED | $500 |
| SAMARITAN'S PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | NONE | PC | UNRESTRICTED | $500 |
| COLLEYVILLE CHRISTIAN ACADEMY (HAITI PROJECT) | |||||||
| 901 CHEEK-SPARGER ROAD | COLLEYVILLE | TX | 76034 | NONE | PC | HAITI PROJECT | $300 |
| GREATER SHEKINAH GLORY FULL GOSPEL MINISTRIES GLORY | |||||||
| 2550 PINEY GREED ROAD | JACKSONVILLE | NC | 28540 | NONE | PC | UNRESTRICTED | $1,000 |
| WEST MI TEEN CHALLENGE | |||||||
| 440 E PONTALUNA ROAD | MUSKEGON | MI | 49441 | NONE | PC | UNRESTRICTED | $100 |
| MEL TROTTER MINISTRIES | |||||||
| 225 COMMERCE AVE SW | GRAND RAPIDS | MI | 49441 | NONE | PC | UNRESTRICTED | $10,000 |
| THE JOSEPH PROJECT | |||||||
| 5422 W CENTER STREET | MILWAUKEE | WI | 53210 | NONE | PC | UNRESTRICTED | $100,000 |
| THE SALVATION ARMY | |||||||
| 2135 ASHLEY RIVER ROAD | CHARLESTON | SC | 29407 | NONE | PC | UNRESTRICTED | $10,000 |
| THE SALVATION ARMY | |||||||
| 1019 PAYNE AVE | ST PAUL | MN | 55130 | NONE | PC | UNRESTRICTED | $13,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,462,751 | 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 | $1,066 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,322 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $30 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,418 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,418 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JONATHAN A BLUME | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7008 LISMORE COURT | AddressLine1Txt |
| City | COLLEYVILLE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76034 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,400,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $751 | Amt |
| Net Investment Income | $375 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $376 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | BLACKROCK LIQUIDITY FUNDS | AssetDesc |
| Acquired | 2019-05 | AcquiredDt |
| How Acquired | PURCHASED | HowAcquiredTxt |
| Sold | 2019-08 | SoldDt |
| Gross Sales Price | $300,030 | GrossSalesPriceAmt |
| Basis | $300,000 | BasisAmt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | $30 | TotalNetAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ELECTION CONCERNING QUALIFYING DISTRIBUTIONS FOR THE YEAR | IdentifierTxt |
| Form And Line Reference | FORM 990PF- PART 1, LINE 25 CONTRIBUTIONS RECEIVED | FormAndLineReferenceDesc |
| Medium Explanation | THE FOUNDATION HEREBY ELECTS TO TREAT AMOUNTS DISTRIBUTED AND PAID TO CHARITY BY THE 15TH DAY OF THE THIRD MONTH AFTER THE CLOSE OF THE TAX YEAR, AS MADE OUT OF CORPUS.RECORDS AND EVIDENCE OF THE QUALIFYING DISTRIBUTIONS FOR FOUNDATION CONTRIBUTORS IS NOTED ON RECEIPTS SUBSTANTIATING TOTAL CONTRIBUTION AMOUNTS FOR THE YEAR. | MediumExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $436 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $436 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCOUNT FEES | Desc |
| Revenue And Expenses Per Books | $180 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $27 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $153 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $2 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |