WALLACE AND JUNE BLUME CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WALLACE AND JUNE BLUME CHARITABLE FOUNDATION (EIN 20-0499831)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2026-01-23
- IRS object ID
- 202620239349100102
- Schema version
- 2024v5.0
- 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 Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-01-23T09:49:22-05:00 | ReturnTs |
| Tax Period End | 2025-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383171341 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEENEN AND KOLEAN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 246 SOUTH RIVER AVENUE SUITE 201 | AddressLine1Txt |
| City | HOLLAND | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49423 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-10-01 | 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 | 2313290464 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1305 CALDWELL CREEK DRIVE | AddressLine1Txt |
| City | COLLEYVILLE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76034 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANE JANOSKY | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6168774625 | PhoneNum |
| Signature | 2025-12-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY A STUTLER | PreparerPersonNm |
| PTIN | P00428382 | PTIN |
| Phone | 6163930398 | PhoneNum |
| Preparation | 2025-12-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $61,523,725 | 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 | $17,900,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,353,460 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,353,460 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $445,915 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,127,535 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $445,915 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $20,699,375 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,799,375 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,915 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,457 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,458 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $408,276 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $408,276 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $36,240 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $23,725 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $23,725 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $450 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $450 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $471,606 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $409,733 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25,633 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,954,425 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,954,425 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,426,031 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $409,733 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,980,058 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $16,273,344 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,389,642 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,796,324 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,771,077 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,771,077 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $5,794,917 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $11,689,019 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $11,941,117 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $15,335,267 | CorporateStockBOYAmt |
| Corporate Stock EOY | $29,631,687 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $36,167,505 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $5,120,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,280,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,280,000 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $9,449,925 | OtherAssetsBOYAmt |
| Other Assets EOY | $9,397,994 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $10,364,026 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $37,496,433 | TotalAssetsBOYAmt |
| Total Assets EOY | $53,769,777 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $61,523,725 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $37,496,433 | RetainedEarningBOYAmt |
| Retained Earning EOY | $53,769,777 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $37,496,433 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $53,769,777 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $37,496,433 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $53,769,777 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $37,496,433 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $16,273,344 | ExcessRevenueOverExpensesAmt |
| Subtotal | $53,769,777 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $53,769,777 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (68 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ABRDN PHYSICAL GOLD SHARES | D | 2025-03-13 | 2025-07-01 | $3,342 | $2,992 | $350 | $350 |
| FIDELITY INTL INDX-INST PRM | D | 2025-02-12 | 2025-02-21 | $160,844 | $159,151 | $1,693 | $1,693 |
| ISHARES GOLD TRUST | D | 2025-01-16 | 2025-03-13 | $154,944 | $141,235 | $13,709 | $13,709 |
| SPDR EURO STOXX 50 ETF | D | 2024-01-12 | 2025-04-11 | $437,328 | $388,073 | $49,255 | $49,255 |
| VANECK SEMICONDUCTOR ETF | D | 2024-05-14 | 2025-02-12 | $42,490 | $38,834 | $3,656 | $3,656 |
| ABRDN PHYSICAL GOLD SHARES | D | 2025-03-13 | 2025-07-01 | $113,297 | $101,415 | $11,882 | $11,882 |
| HEALTH CARE SELECT SECTOR | D | 2024-07-18 | 2024-11-27 | $57,891 | $57,967 | -$76 | -$76 |
| ISHARES MSCI EUROPE FINANCIA | D | 2024-06-18 | 2025-04-11 | $170,165 | $139,833 | $30,332 | $30,332 |
| SPDR EURO STOXX 50 ETF | D | 2024-03-01 | 2025-04-11 | $25,983 | $25,056 | $927 | $927 |
| VANECK SEMICONDUCTOR ETF | D | 2024-08-22 | 2025-02-12 | $58,392 | $56,909 | $1,483 | $1,483 |
| ARTISAN INTL VAL-INST | D | 2024-10-24 | 2025-05-08 | $61,520 | $62,255 | -$735 | -$735 |
| INVESCO QQQ TRUST SERIES 1 | D | 2024-10-17 | 2025-05-08 | $46,386 | $46,923 | -$537 | -$537 |
| ISHARES MSCI EUROPE FINANCIA | D | 2025-01-16 | 2025-04-11 | $72,615 | $64,232 | $8,383 | $8,383 |
| SPDR EURO STOXX 50 ETF | D | 2024-03-01 | 2025-04-11 | $2,377 | $2,292 | $85 | $85 |
| VANECK SEMICONDUCTOR ETF | D | 2024-10-17 | 2025-02-12 | $14,412 | $14,692 | -$280 | -$280 |
| ARTISAN INTL VAL-INST | D | 2025-01-16 | 2025-05-08 | $59,260 | $55,899 | $3,361 | $3,361 |
| INVESCO QQQ TRUST SERIES 1 | D | 2024-11-27 | 2025-05-08 | $47,362 | $49,015 | -$1,653 | -$1,653 |
| ISHARES MSCI JAPAN ETF | D | 2024-01-12 | 2025-07-31 | $87,307 | $78,781 | $8,526 | $8,526 |
| SPDR EURO STOXX 50 ETF | D | 2024-07-31 | 2025-04-11 | $90,148 | $85,905 | $4,243 | $4,243 |
| VANECK SEMICONDUCTOR ETF | D | 2025-01-16 | 2025-02-12 | $198,533 | $201,592 | -$3,059 | -$3,059 |
| BLACKROCK HIGH YIELD-K | D | 2024-09-20 | 2025-05-08 | $402,504 | $413,352 | -$10,848 | -$10,848 |
| INVESCO QQQ TRUST SERIES 1 | D | 2025-01-16 | 2025-05-08 | $810,531 | $851,738 | -$41,207 | -$41,207 |
| ISHARES MSCI JAPAN ETF | D | 2024-01-12 | 2025-05-08 | $85,326 | $78,915 | $6,411 | $6,411 |
| SPDR EURO STOXX 50 ETF | D | 2024-03-01 | 2025-02-21 | $30,149 | $28,214 | $1,935 | $1,935 |
| WISDOMTREE JAPAN HEDGED EQ | D | 2024-11-27 | 2025-02-21 | $3,654 | $3,639 | $15 | $15 |
| BLACKROCK HIGH YIELD-K | D | 2024-10-17 | 2025-05-08 | $46,070 | $47,050 | -$980 | -$980 |
| INVESCO QQQ TRUST SERIES 1 | D | 2025-02-12 | 2025-05-08 | $708,482 | $766,585 | -$58,103 | -$58,103 |
| ISHARES MSCI JAPAN ETF | D | 2024-03-15 | 2025-05-08 | $9,768 | $9,464 | $304 | $304 |
| SPDR EURO STOXX 50 ETF | D | 2024-03-01 | 2025-02-21 | $599 | $560 | $39 | $39 |
| WISDOMTREE JAPAN HEDGED EQ | D | 2024-11-27 | 2025-02-21 | $294,089 | $292,927 | $1,162 | $1,162 |
| BLACKROCK HIGH YIELD-K | D | 2024-12-17 | 2025-05-08 | $36,702 | $37,379 | -$677 | -$677 |
| INVESCO S&P 500 EQUAL WEIGHT | D | 2024-01-12 | 2025-07-31 | $385,062 | $326,920 | $58,142 | $58,142 |
| ISHARES MSCI JAPAN ETF | D | 2024-03-15 | 2024-11-27 | $45,604 | $46,761 | -$1,157 | -$1,157 |
| SPDR EURO STOXX 50 ETF | D | 2024-03-01 | 2024-11-27 | $54,626 | $58,159 | -$3,533 | -$3,533 |
| WISDOMTREE JAPAN HEDGED EQ | D | 2025-01-16 | 2025-02-21 | $212,320 | $210,606 | $1,714 | $1,714 |
| BLACKROCK HIGH YIELD-K | D | 2025-01-16 | 2025-05-08 | $254,662 | $257,552 | -$2,890 | -$2,890 |
| INVESCO S&P 500 EQUAL WEIGHT | D | 2025-01-16 | 2025-07-31 | $276,907 | $270,211 | $6,696 | $6,696 |
| ISHARES MSCI JAPAN ETF | D | 2024-03-21 | 2024-11-27 | $141,767 | $150,048 | -$8,281 | -$8,281 |
| SPDR EURO STOXX 50 ETF | D | 2024-03-01 | 2024-10-24 | $61,294 | $61,266 | $28 | $28 |
| STARWOOD REAL ESTATE | D | $4,957 | $5,291 | -$334 | -$334 | ||
| FIDELITY 500 INDEX FUND | D | 2025-01-16 | 2025-07-31 | $509,664 | $477,135 | $32,529 | $32,529 |
| ISHARES 7-10 YEAR TREASURY B | D | 2024-09-17 | 2025-02-21 | $180,452 | $190,592 | -$10,140 | -$10,140 |
| ISHARES MSCI JAPAN ETF | D | 2024-07-31 | 2024-11-27 | $74,379 | $77,800 | -$3,421 | -$3,421 |
| VANECK GOLD MINERS ETF | D | 2024-01-12 | 2025-02-12 | $283,047 | $199,042 | $84,005 | $84,005 |
| FIDELITY 500 INDEX FUND | D | 2024-11-27 | 2025-02-21 | $17,383 | $17,349 | $34 | $34 |
| ISHARES 7-10 YEAR TREASURY B | D | 2024-09-17 | 2024-12-17 | $186,936 | $186,936 | ||
| ISHARES MSCI JAPAN ETF | D | 2024-10-17 | 2024-11-27 | $73,361 | $75,785 | -$2,424 | -$2,424 |
| VANECK GOLD MINERS ETF | D | 2025-01-16 | 2025-02-12 | $84,438 | $73,453 | $10,985 | $10,985 |
| FIDELITY 500 INDEX FUND | D | 2025-01-16 | 2025-02-21 | $93,193 | $91,900 | $1,293 | $1,293 |
| ISHARES CORE S&P MIDCAP ETF | D | 2024-01-12 | 2025-05-08 | $474,836 | $437,355 | $37,481 | $37,481 |
| ISHARES MSCI UNITED KINGDOM | D | 2025-01-16 | 2025-02-21 | $3,089 | $2,915 | $174 | $174 |
| VANECK OIL SERVICES ETF | D | 2024-02-09 | 2025-02-12 | $125,555 | $129,269 | -$3,714 | -$3,714 |
| FIDELITY INTL INDX-INST PRM | D | 2025-02-12 | 2025-05-08 | $19,557 | $18,469 | $1,088 | $1,088 |
| ISHARES CORE S&P MIDCAP ETF | D | 2025-01-16 | 2025-05-08 | $8,786 | $9,600 | -$814 | -$814 |
| ISHARES MSCI UNITED KINGDOM | D | 2024-04-04 | 2025-02-21 | $144,087 | $134,987 | $9,100 | $9,100 |
| VANECK OIL SERVICES ETF | D | 2024-04-04 | 2025-02-12 | $29,641 | $36,533 | -$6,892 | -$6,892 |
| FIDELITY INTL INDX-INST PRM | D | 2024-10-17 | 2025-05-08 | $60,116 | $57,532 | $2,584 | $2,584 |
| ISHARES CORE S&P MIDCAP ETF | D | 2025-01-16 | 2025-02-12 | $369,359 | $375,735 | -$6,376 | -$6,376 |
| ISHARES MSCI UNITED KINGDOM | D | 2025-01-16 | 2025-02-21 | $81,687 | $77,129 | $4,558 | $4,558 |
| VANECK OIL SERVICES ETF | D | 2024-04-04 | 2025-02-12 | $6,991 | $8,616 | -$1,625 | -$1,625 |
| FIDELITY INTL INDX-INST PRM | D | 2024-07-31 | 2025-02-21 | $69,277 | $69,209 | $68 | $68 |
| ISHARES GOLD TRUST | D | 2025-01-16 | 2025-03-13 | $48,387 | $44,088 | $4,299 | $4,299 |
| PARNASSUS CORE EQUITY-INST | D | 2024-01-12 | 2024-10-24 | $673,981 | $570,355 | $103,626 | $103,626 |
| VANECK SEMICONDUCTOR ETF | D | 2024-05-14 | 2025-05-08 | $92,327 | $94,474 | -$2,147 | -$2,147 |
| FIDELITY INTL INDX-INST PRM | D | 2024-10-17 | 2025-02-21 | $57,375 | $57,375 | ||
| ISHARES GOLD TRUST | D | 2024-01-12 | 2025-03-13 | $386,656 | $265,942 | $120,714 | $120,714 |
| PIMCO COMMODITYPL STRAT-INS | D | 2025-01-16 | 2025-03-13 | $198,423 | $207,361 | -$8,938 | -$8,938 |
| VANECK SEMICONDUCTOR ETF | D | 2024-05-14 | 2025-05-08 | $4,883 | $4,996 | -$113 | -$113 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $445,915 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $83,779 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $33,216 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $33,216 | SubtotalAmt |
| Tax Based On Investment Income | $33,216 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $20,000 | TotalPaymentsAndCreditsAmt |
| Tax Due | $13,216 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROGER STEENSMA | IndividualWithBooksNm |
| Phone | 2313290464 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4270 SUNNYSIDE DRIVE | AddressLine1Txt |
| City | HOLLAND | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49464 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 | 000.00 | $0 | $0 | $0 |
| JUNE BLUME | ||||||||
| 1305 CALDWELL CREEK DR | COLLEYVILLE | TX | 76034 | VICE PRESIDE | 000.00 | $0 | $0 | $0 |
| JONATHAN BLUME | ||||||||
| 7008 LISMORE COURT | COLLEYVILLE | TX | 76034 | SECRETARY | 000.00 | $0 | $0 | $0 |
| JANE JANOSKY | ||||||||
| 7008 LISMORE COURT | COLLEYVILLE | TX | 76034 | TREASURER | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $42,408,993 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,875,900 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $10,226,770 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $55,511,663 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $55,511,663 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $832,675 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $54,678,988 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,733,949 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,733,949 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $33,216 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $33,216 | TotalTaxAmt |
| Distributable Before Adj | $2,700,733 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,700,733 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,700,733 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,980,058 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $3,980,058 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,700,733 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $2,613,682 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,960,229 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,038,174 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,005,473 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,844,390 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $13,461,948 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,980,058 | QualifyingDistributionsAmt |
| Applied To Current Year | $2,700,733 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,279,325 | RemainingDistriFromCorpusAmt |
| Total Corpus | $14,741,273 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,613,682 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,127,591 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,960,229 | ExcessFromYear4Amt |
| Excess From Year3 | $3,038,174 | ExcessFromYear3Amt |
| Excess From Year2 | $3,005,473 | ExcessFromYear2Amt |
| Excess From Year1 | $1,844,390 | ExcessFromYear1Amt |
| Excess From Current Year | $1,279,325 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JONATHAN BLUME | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| BILLY BANKS MINISTRIES | |||||||||
| PO BOX 270393 | FLOWER MOUND | TX | 75027 | NONE | PC | UNRESTRICTED | $3,000 | ||
| COMPASSION INITIATIVE | |||||||||
| 4103 BUCKINGHAM PL | COLLEYVILLE | TX | 76034 | NONE | PC | UNRESTRICTED | $1,800 | ||
| COUNT ME IN | |||||||||
| 1301 NUECES CT | BENBROOK | TX | 76126 | NONE | PC | UNRESTRICTED | $11,050 | ||
| ETHNOS 360 INC | |||||||||
| 312 W FIRST ST | SANFORD | FL | 327711231 | NONE | PC | UNRESTRICTED | $9,000 | ||
| FIRE FALL INTERNATIONAL | |||||||||
| 4012 HIGH MOUNTAIN DRIVE | RALEIGH | NC | 27603 | NONE | PC | UNRESTRICTED | $4,750 | ||
| GATEWAY CHURCH | |||||||||
| 700 BLESSED WAY | SOUTHLAKE | TX | 76092 | NONE | PC | UNRESTRICTED | $13,000 | ||
| GRACE COMMUNITY CHURCH | |||||||||
| 3789 THOMPSON ROAD | FORT WORTH | TX | 76244 | NONE | PC | UNRESTRICTED | $220,600 | ||
| GRAND RAPIDS FIRST CHURCH | |||||||||
| 2100 44TH STREET SW | GRAND RAPIDS | MI | 49519 | NONE | PC | UNRESTRICTED | $569,975 | ||
| GREAT COMMISSION EVANGELISTIC | |||||||||
| PO BOX 764247 | DALLAS | TX | 75376 | NONE | PC | UNRESTRICTED | $6,000 | ASSOCIATION | |
| JOYCE MEYER MINISTRIES | |||||||||
| PO BOX 655 | FENTON | MO | 63026 | NONE | PC | UNRESTRICTED | $1,200 | ||
| LOVE LIGHT | |||||||||
| 5755 CARLISLE CT | N RICHLAND HILLS | TX | 76180 | NONE | PC | UNRESTRICTED | $3,600 | ||
| MERCY HOUSE | |||||||||
| PO BOX 1905 | SANA ANA | CA | 92702 | NONE | PC | UNRESTRICTED | $6,000 | ||
| ONE FOR ISRAEL | |||||||||
| 1300 GLADE RD | COLLEYVILLE | TX | 76034 | NONE | PC | UNRESTRICTED | $3,600 | ||
| PIONEERS INTERNATIONAL | |||||||||
| 10123 WILLIAM CAREY DRIVE | ORLANDO | FL | 32832 | NONE | PC | UNRESTRICTED | $10,800 | ||
| PURE INC | |||||||||
| 1301 NUECES CT | BENBROOK | TX | 76126 | NONE | PC | UNRESTRICTED | $3,750 | ||
| RICK RENNER MINISTRIES | |||||||||
| PO BOX 702040 | TULSA | OK | 74170 | NONE | PC | UNRESTRICTED | $2,999,400 | ||
| SMP GLOBAL MINISTRIES (TITHELY) | |||||||||
| 8050 PRECINCT LINE ROAD | COLLEYVILLE | TX | 76034 | NONE | PC | UNRESTRICTED | $900 | ||
| SPARROW'S NEST | |||||||||
| 1818 W 86TH ST | TULSA | OK | 74132 | NONE | PC | UNRESTRICTED | $1,800 | ||
| SPEER MINISTRIES | |||||||||
| 3603 E MITCHELL ST | HUMBOLDT | TN | 38343 | NONE | PC | UNRESTRICTED | $3,000 | ||
| SPIRIT OF FAITH INTERNATIONAL | |||||||||
| PO BOX 56530 | VIRGINIA BEACH | VA | 23456 | NONE | PC | UNRESTRICTED | $2,000 | VICTORY | |
| TAYLOR BEARS | |||||||||
| 5602 NORMANDY DR | COLLEYVILLE | TX | 760345568 | NONE | PC | UNRESTRICTED | $300 | ||
| TNT INTERNATIONAL MINISTRIES | |||||||||
| PO BOX 712 | MORGANTOWN | WV | 26507 | NONE | PC | UNRESTRICTED | $35,500 | ||
| WORLD CHARITABLE FUND | |||||||||
| PO BOX 263 | AUSTELL | GA | 30168 | NONE | PC | UNRESTRICTED | $2,300 | ||
| WORLD OUTREACH MIN | |||||||||
| PO BOX B | MARIETTA | GA | 30061 | NONE | PC | UNRESTRICTED | $7,500 | ||
| NAVIGATORS | |||||||||
| 300 N 30TH STREET | COLORADO SPRINGS | CO | 809045001 | NONE | PC | UNRESTRICTED | $50 | ||
| THE MUSEUM OF THE BIBLE | |||||||||
| 400 4TH STREET SW | WASHINGTON | DC | 20024 | NONE | PC | UNRESTRICTED | $1,000 | ||
| LIFE TOGETHER FOUNDATION | |||||||||
| 2347 LAFAYETTE AVENUE | BRONX | NY | 10473 | NONE | PC | UNRESTRICTED | $10,000 | ||
| THE CITYLIGHT LINCOLN CHURCH | |||||||||
| 3100 O STREET | LINCOLN | NE | 68508 | NONE | PC | UNRESTRICTED | $1,000 | ||
| COVENANT CHRISTIAN ACADEMY | |||||||||
| 901 CREEK SPARGER ROAD | COLLEYVILLE | TX | 76034 | NONE | PC | UNRESTRICTED | $1,500 | ||
| CRU THE CAMPUS MINISTRY | |||||||||
| PO BOX 32862 | ORLANDO | FL | 328628222 | NONE | PC | UNRESTRICTED | $250 | ||
| 6 STONES | |||||||||
| 209 N INDUSTRIAL BLVD | BEDFORD | TX | 76021 | NONE | PC | UNRESTRICTED | $6,000 | STE 241 | |
| HAROLD RITTER MINISTRIES (HRM IN) | |||||||||
| 23016 LAKE FOREST DR | LAGUNA HILLS | CA | 92653 | NONE | PC | UNRESTRICTED | $7,000 | STE D376 | |
| I CAN STILL SHINE | |||||||||
| 729 GRAPEVINE HWY | HURST | TX | 76054 | NONE | PC | UNRESTRICTED | $1,800 | SUITE 160 | |
| FAMILY LEGACY MISSIONS | |||||||||
| 5005 W ROYAL LANE | IRVING | TX | 75063 | NONE | PC | UNRESTRICTED | $3,600 | SUITE 252 | |
| HARDWOOD TERRACE | |||||||||
| 3701 PENDER DRIVE | FAIRFAX | VA | 22030 | NONE | PC | UNRESTRICTED | $1,400 | SUITE 540 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,954,425 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,353,460 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $445,915 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,353,460 | ExclusionAmt |
| Related Or Exempt Function Incm | $445,915 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,799,375 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 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 | $17,900,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION | CategoryTxt |
| Amt | $2,915 | Amt |
| Net Investment Income | $1,457 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,458 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | JPM ACCOUNT ENDING IN 30006 | StockNm |
| EOY Book Value | $29,631,687 | EOYBookValueAmt |
| EOYFMV | $36,167,505 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $11,689,019 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $11,941,117 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT - JPM9186 - CD'S | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,280,000 | BookValueAmt |
| EOYFMV | $1,280,000 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT - CRCP BLUME LLC 83.33% | Desc |
| BOY Book Value | $9,449,925 | BOYBookValueAmt |
| EOY Book Value | $9,397,994 | EOYBookValueAmt |
| EOYFMV | $10,364,026 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| ACCOUNT FEES | $450 | $450 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEE | CategoryTxt |
| Amt | $408,276 | Amt |
| Net Investment Income | $408,276 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990PF EXCISE | CategoryTxt |
| Amt | $36,240 | Amt |