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Nonprofit · EIN 36-7391886

BLUM FOUNDATION DTD 11012002

Also known as BLUM RICHARD F ET AL TTEE

Tax-exempt · VERONA, WI 53593

Financials

$26K$27K2023$26K$26K2024$26K$26K2025
Revenue Expenses · by fiscal year end
Financials of BLUM FOUNDATION DTD 11012002 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$26,015$25,987$28$10,794$0$10,794
December 31, 2024990-PF$26,256$26,256$0$10,766$0$10,766
December 31, 2023990-PF$25,711$26,515-$804$10,766$0$10,766
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$26,015

Expenses

Grants and similar amounts paid
$25,950
Disbursements for charitable purposes
$25,987

Balance sheet and other

Total assets, start of year
$10,766
Total assets, end of year
$10,794
Total liabilities, end of year
$0
Net assets, end of year
$10,794
Fair market value of assets
$561,189
Qualifying distributions
$25,987

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
RICHARD BLUM
621 ASHTON, VERONA, WI 53593
TRUSTEE0$0
JENNIFER STACY
2754 COALBANK, 2754 COALBANK, FT COLLINS, CO 80525
TRUSTEE0$0
KAREN SPENCER
5306 DUNLEER LN, 5306 DUNLEER LN, BURKE, VA 22015
TRUSTEE0$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
RICHARD BLUM
621 ASHTON, VERONA, WI 53593
TRUSTEE0$0
JENNIFER STACY
2754 COALBANK, 2754 COALBANK, FT COLLINS, CO 80525
TRUSTEE0$0
KAREN SPENCER
5306 DUNLEER LN, 5306 DUNLEER LN, BURKE, VA 22015
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
RICHARD BLUM
621 ASHTON, VERONA, WI 53593
TRUSTEE0$0
JENNIFER STACY
2754 COALBANK, 2754 COALBANK, FT COLLINS, CO 80525
TRUSTEE0$0
KAREN SPENCER
5306 DUNLEER LN, 5306 DUNLEER LN, BURKE, VA 22015
TRUSTEE0$0

Address and contacts

Address (IRS master file)
928 HILLSIDE WAY, VERONA, WI 53593-8357
In care of
% RICHARD F BLUM
Signed the 990-PF
RICHARD BLUM, TRUSTEE
Phone
(608) 770-3646
Return prepared by
PAQUETTE & COMPANY LTD

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
36-7391886
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2003
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$10,794
Income (IRS master file)
$26,015

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$26,015$25,987$10,794IRS
990-PFDecember 2024$26,256$26,256$10,766IRS
990-PFDecember 2023$25,711$26,515$10,766XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 36-7391886).

Questions about BLUM FOUNDATION DTD 11012002

What is the EIN of BLUM FOUNDATION DTD 11012002?
The employer identification number (EIN) of BLUM FOUNDATION DTD 11012002 is 36-7391886.
Is BLUM FOUNDATION DTD 11012002 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
Are donations to BLUM FOUNDATION DTD 11012002 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BLUM FOUNDATION DTD 11012002 file?
Form 990-PF. Private foundations file every year.
When is the next return of BLUM FOUNDATION DTD 11012002 due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BLUM FOUNDATION DTD 11012002 last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of BLUM FOUNDATION DTD 11012002?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does BLUM FOUNDATION DTD 11012002 have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $26,015, expenses of $25,987 and total assets of $10,794 at year end.

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