JACOB BLUMER CHARITABLE TR: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- JACOB BLUMER CHARITABLE TR (EIN 83-6408777)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-09
- IRS object ID
- 202630999349100008
- Schema version
- 2025v4.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-09T07:08:41-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 332282877 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELLIS & MOORE PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1720 HIGDON FERRY RD STE 101 | AddressLine1Txt |
| City | HOT SPRINGS | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 719137212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 836408777 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACOB BLUMER CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JACO | BusinessNameControlTxt |
| Phone | 5013188804 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 ALEXWOOD DR | AddressLine1Txt |
| City | HOT SPRINGS | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 71913 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH BLUMER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5013188047 | PhoneNum |
| Signature | 2026-03-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTINA ELLIS | PreparerPersonNm |
| PTIN | P01269959 | PTIN |
| Phone | 5016245788 | PhoneNum |
| Preparation | 2026-03-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $70,112 | 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 | $26,144 | ContriRcvdRevAndExpnssAmt |
| Total Rev And Expnss | $26,144 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $750 | AccountingFeesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $36 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $786 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $38,935 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $38,935 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $39,721 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $38,935 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$13,577 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $83,689 | CashBOYAmt |
| Cash EOY | $70,112 | CashEOYAmt |
| Cash EOYFMV | $70,112 | CashEOYFMVAmt |
| Total Assets BOY | $83,689 | TotalAssetsBOYAmt |
| Total Assets EOY | $70,112 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $70,112 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $83,689 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $70,112 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $83,689 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $70,112 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $83,689 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $70,112 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $83,689 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$13,577 | ExcessRevenueOverExpensesAmt |
| Subtotal | $70,112 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $70,112 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
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 |
| 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 | ELIZABETH BLUMER | IndividualWithBooksNm |
| Phone | 5013188804 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 ALEXWOOD DR | AddressLine1Txt |
| City | HOT SPRINGS | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 71913 | 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 |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH BLUMER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 ALEXWOOD DR | AddressLine1Txt |
| City | HOT SPRINGS | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 71913 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 000.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $67,763 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $67,763 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $67,763 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,016 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $66,747 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,337 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,337 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $3,337 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,337 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,337 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $38,935 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $38,935 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,337 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $26,365 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $560 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $13,032 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,412 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $36,253 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $77,622 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $38,935 | QualifyingDistributionsAmt |
| Applied To Current Year | $3,337 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $35,598 | RemainingDistriFromCorpusAmt |
| Total Corpus | $113,220 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $26,365 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $86,855 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $560 | ExcessFromYear4Amt |
| Excess From Year3 | $13,032 | ExcessFromYear3Amt |
| Excess From Year2 | $1,412 | ExcessFromYear2Amt |
| Excess From Year1 | $36,253 | ExcessFromYear1Amt |
| Excess From Current Year | $35,598 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN BIBLE SOCIETY | ||||||
| 101 NORTH INDEPENDENCE MA | PHILADELPHIA | PA | 19106 | PC | CHARITABLE | $300 |
| ARKANSAS FOOD BANK | ||||||
| 4301 W 65TH STREET | LITTLE ROCK | AR | 72209 | PC | CHARITABLE | $500 |
| ASPCA | ||||||
| PO BOX 96929 | WASHINGTON | DC | 20090 | PC | CHARITABLE | $300 |
| BIBLE TRUTH PUBLISHERS | ||||||
| PO BOX 649 | ADDISON | IL | 60101 | PC | CHARITABLE | $2,000 |
| CARE | ||||||
| PO BOX 1870 | MERRIFIELD | VA | 22116 | PC | CHARITABLE | $300 |
| CROWN FINANCIAL MINISTRIES | ||||||
| PO BOX 2153 | BIRMINHAM | AL | 35287 | PC | CHARITABLE | $20,275 |
| GARLAND COUNTY JAIL MINISTRIES | ||||||
| 3564 ALBERT PIKE RD | HOT SPRINGS | AR | 71913 | PC | CHARTIBALE | $500 |
| HABITAT FOR HUMANITY | ||||||
| 322 WEST LAMAR STREET | AMERICUS | GA | 31709 | PC | CHARITABLE | $300 |
| IN TOUCH MINISTRIES | ||||||
| PO BOX 7900 | ATLANTA | GA | 30357 | PC | CHARITABLE | $300 |
| LITTLE ROCK COMPARISON CENTER | ||||||
| 3618 W ROOSEVELT RD | LITTLE ROCK | AR | 72204 | PC | CHARITABLE | $400 |
| MAKE A WISH FOUNDATION | ||||||
| 320 EXECUTIVE CT 101 | LITTLE ROCK | AR | 72205 | PC | CHARITABLE | $200 |
| MOODY BIBLE INSTITUTE | ||||||
| 820 N LASALLE BLVD | CHICAGO | IL | 60610 | PC | CHARITABLE | $300 |
| NATIONAL AUDUBON SOCIETY | ||||||
| 225 VARICK STREET | NEW YORK | NY | 10014 | PC | CHARITABLE | $300 |
| OPERATION SMILE | ||||||
| 6435 TIDEWATER DRIVE | NORFOLK | VA | 23509 | PC | CHARITABLE | $2,000 |
| PRISON FELLOWSHIP MINISTRIES | ||||||
| PO BOX 1550 | MERRIFIELD | VA | 22116 | PC | CHARITABLE | $2,000 |
| SAMARITANS PURSE | ||||||
| PO BOX 3000 | BOONE | NC | 286073000 | PC | CHARITABLE | $2,000 |
| ST JUDE CHILDREN'S HOSPITAL | ||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | PC | CHARITABLE | $2,000 |
| THE NATURE CONSERVANCY | ||||||
| 4245 N FAIRFAX DRIVE SUIT | ARLINGTON | VA | 22203 | PC | CHARITABLE | $300 |
| THE NAVIGATORS | ||||||
| PO BOX 50740 | COLORADO SPRINGS | CO | 80949 | PC | CHARITABLE | $1,500 |
| THE SALVATION ARMY | ||||||
| 4409 CENTRAL AVE | HOT SPRINGS | AR | 71901 | PC | CHARITABLE | $500 |
| WORLD GOSPEL OUTREACH | ||||||
| 6068 US HWY 98 SUITE 1 | HATTIESBURG | MS | 39402 | PC | CHARITABLE | $1,500 |
| WOUNDED WARRIOR PROJECT | ||||||
| PO BOX 758516 | TOPEKA | KS | 66675 | PC | CHARITABLE | $360 |
| DELIVERING HOPE MINISTRIES | ||||||
| PO BOX 506 | BENTON | LA | 71006 | PC | CHARITABLE | $500 |
| FEEDING AMERICA | ||||||
| 161 N CLARK ST | CHICAGO | IL | 60601 | PC | CHARITABLE | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $38,935 | TotalGrantOrContriPdDurYrAmt |
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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| TASHA BLUMER HERMANN | ||||||
| 1 | 209 MORLAND CT | HOT SPRINGS | AR | 71913 | $15,686 | Yes (X) |
| KEVIN BLUMER | ||||||
| 2 | 10044 CELTIC ASH DR | RUSKIN | FL | 33573 | $5,229 | Yes (X) |
| JATAHA CORPORATION | ||||||
| 3 | 114 LACEY STREET | HOT SPRINGS | AR | 71913 | $5,229 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $750 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| BANK SERVICE CHARGES | $36 |