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WALLACE AND JUNE BLUME CHARITABLE FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
WALLACE AND JUNE BLUME CHARITABLE FOUNDATION (EIN 20-0499831)
Tax period
2011-10-01 to 2012-09-30
Filed
2012-11-12
IRS object ID
201213179349100231
Schema version
2011v1.2
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-11-12T13:32:52-06:00Timestamp
Tax Period End Date2012-09-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN383185476EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1STEENSMA NOVOTNY PLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1221 W WEBSTER AVE SUITE 600AddressLine1
CityMUSKEGONCity
StateMIState
ZIP Code494401243ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-10-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN200499831EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1WALLACE AND JUNE BLUME CHARITABLE FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlWALLNameControl
Phone8778774625Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line14666 LEIGHTON LAKES DRIVEAddressLine1
CityWAYLANDCity
StateMIState
ZIP Code49348ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameWALLACE BLUMEName
TitlePRESIDENTTitle
Phone8778774625Phone
Date Signed2012-10-29DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameROGER D STEENSMAName
PTINP00060415PTIN
Phone2317285176Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY15835FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss24InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm24InterestOnSavingsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses24TotalRevenueAndExpenses
Total Net Investment Income24TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Legal Fees Rev And Expnss135LegalFeesRevAndExpnss
Legal Fees Net Invst Incm135LegalFeesNetInvstIncm
Legal Fees Dsbrs Chrtbl Prps0LegalFeesDsbrsChrtblPrps
Accounting Fees Rev And Expnss730AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm730AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps0AccountingFeesDsbrsChrtblPrps
Other Expenses Rev And Expnss20OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm20OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps0OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss885TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm885TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss0ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps0ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss885TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm885TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps0TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-861ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY16696SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY15835SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV15835SavingsAndTempCashInvstEOYFMV
Total Assets BOY16696TotalAssetsBOY
Total Assets EOY15835TotalAssetsEOY
Total Assets EOYFMV15835TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY16696RetainedEarningsBOY
Retained Earnings EOY15835RetainedEarningsEOY
Total Net Assets BOY16696TotalNetAssetsBOY
Total Net Assets EOY15835TotalNetAssetsEOY
Total Liabilities Net Assets BOY16696TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY15835TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY16696TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-861ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal15835Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY15835TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year10QualifyingDistributionsYear1
Noncharitable Assets Year116484NoncharitableAssetsYear1
Distribution Ratio Year10.0DistributionRatioYear1
Qualifying Distributions Year20QualifyingDistributionsYear2
Noncharitable Assets Year217146NoncharitableAssetsYear2
Distribution Ratio Year20.0DistributionRatioYear2
Qualifying Distributions Year3350QualifyingDistributionsYear3
Noncharitable Assets Year317288NoncharitableAssetsYear3
Distribution Ratio Year30.020245DistributionRatioYear3
Qualifying Distributions Year4610QualifyingDistributionsYear4
Noncharitable Assets Year418201NoncharitableAssetsYear4
Distribution Ratio Year40.033515DistributionRatioYear4
Qualifying Distributions Year5681630QualifyingDistributionsYear5
Noncharitable Assets Year513831NoncharitableAssetsYear5
Distribution Ratio Year549.282771DistributionRatioYear5
Total Distribution Ratio49.336531TotalDistributionRatio
Average Distribution Ratio9.867306AverageDistributionRatio
Net Noncharitable Assets15799NetNoncharitableAssets
Adjusted Noncharitable Assets155894AdjustedNoncharitableAssets
One Percent Net Investment Income0OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One155894AdjNonchrtblAssetsAndOnePct
Qualifying Distributions0QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax0InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal0Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income0TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due0TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithMIStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameJUNE BLUMEBooksInCareOfPersonName
Books In Care Of Phone Number6168774625BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line14666 LEIGHTON LAKES DRIVEAddressLine1
CityWAYLANDCity
StateMIState
ZIP Code49348ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
WALLACE BLUME
4666 LEIGHTON LAKES DRIVEWAYLANDMI49348PRESIDENT / TREASURER0.00000
JUNE BLUME
4666 LEIGHTON LAKES DRIVEWAYLANDMI49348VICE PRESIDENT / SECRETARY0.00000
JONATHAN BLUME
4666 LEIGHTON LAKES DRIVEWAYLANDMI49348DIRECTOR0.00000
RICK RENNER
4666 LEIGHTON LAKES DRIVEWAYLANDMI49348DIRECTOR0.00000
NEAL GLAESER
4666 LEIGHTON LAKES DRIVEWAYLANDMI49348DIRECTOR0.00000
JOHN NARDINE
4666 LEIGHTON LAKES DRIVEWAYLANDMI49348DIRECTOR0.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances16040AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets16040TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets16040AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable241CashDeemedCharitable
Net Noncharitable Assets15799NetNoncharitableAssets
Minimum Investment Return790MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return790MinimumInvestmentReturn
Total Tax0TotalTax
Distributable Amount Before Adj790DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded790DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted790DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions0ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions0QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions0AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted790DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year5680938ExcessDistriCarryoverYear5
Total Excess Distri Carryover680938TotalExcessDistriCarryover
Qualifying Distributions0QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year0AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus790ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY790ExcessDistriCyovAppliedCY
Total Corpus680148TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5680148ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year0ExcessDistriCyovToNextYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerWALLACE BLUMEContributingManager
Contributing ManagerJUNE BLUMEContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected
Tot Grant Or Contri Paid During Year0TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$24ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$24ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA24TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryTAX PREPARATIONCategory
Amount$730Amount
Net Investment Income730NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategory
Amount$135Amount
Net Investment Income135NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionMI ANNUAL REPORTDescription
Revenue And Expenses Per Books20RevenueAndExpensesPerBooks
Net Investment Income20NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps