Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 12-01-2021 , and ending 11-30-2022
Name of foundation
BLUME FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)BOSTON PRIVATE 160 BOVET RD 220
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SAN MATEO, CA94402
A Employer identification number

94-6073163
B Telephone number (see instructions)

(650) 378-3719
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$18,851,158J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 319,007 319,007  
4 Dividends and interest from securities... 387,395 387,395  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 330,157
b Gross sales price for all assets on line 6a 5,061,264
7 Capital gain net income (from Part IV, line 2)... 330,157
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,036,559 1,036,559  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 6,000 6,000   0
c Other professional fees (attach schedule).... Click to see attachment 98,538 98,538   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 21,721 521   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 116,017 105,573   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 242,276 210,632   0
25 Contributions, gifts, grants paid....... 1,105,500 1,105,500
26 Total expenses and disbursements. Add lines 24 and 25 1,347,776 210,632   1,105,500
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -311,217
b Net investment income (if negative, enter -0-) 825,927
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 234,105 222,963 222,963
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,007,491 Click to see attachment942,425 859,042
b Investments—corporate stock (attach schedule)....... 1,772,508 Click to see attachment1,956,803 3,139,847
c Investments—corporate bonds (attach schedule)....... 8,881,303 Click to see attachment7,833,378 7,186,986
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 6,298,222 Click to see attachment6,926,843 7,442,320
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 18,193,629 17,882,412 18,851,158
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 18,193,629 17,882,412
29 Total net assets or fund balances (see instructions)..... 18,193,629 17,882,412
30 Total liabilities and net assets/fund balances (see instructions). 18,193,629 17,882,412
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
18,193,629
2
Enter amount from Part I, line 27a .....................
2
-311,217
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
17,882,412
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
17,882,412
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a DOLLAR GENERAL C 4.15%25 P 2017-12-14 2021-11-30
b JOHNSON & JOHNSON P 2016-11-28 2021-12-09
c JOHNSON & JOHNSON P 2020-04-03 2021-12-09
d KEMPER CORP 4.35%25 P 2018-11-28 2021-11-30
e KYNDRYL HLDGS INC P 2020-04-27 2021-12-08
PRIMERICA, INC. 4.75%22 P 2016-08-08 2021-12-20
THE HOME DEPOT, 3.75%24 P 2018-11-19 2021-11-30
WASTE MANAGEMENT, 3.5%24 P 2017-12-28 2021-11-30
ARTISAN INTERNATIONAL VALUE ADVISOR P 2021-11-16 2022-11-01
ASHMORE EMERGING MARKETS EQUITY INSTL P 2021-12-17 2022-11-01
CUMMINS INC P 2022-01-06 2022-09-22
ISHARES PREFERRED INCOMESEC ETF P 2021-10-28 2022-07-12
MATTHEWS ASIA DIVIDEND INSTL P 2021-03-25 2022-03-17
PEAR TREE POLARIS FGN VAL SM CAP INSTL P 2021-12-10 2022-11-01
WAVELENGTH P 2021-12-30 2022-11-02
WCM FOCUSED INTERNATIONAL GROWTH INSTL P 2021-12-08 2022-11-01
ABBVIE INC P 2015-07-21 2022-03-18
ACCENTURE PLC FCLASS A P 2016-09-27 2022-01-04
ASHMORE EMERGING MARKETS EQUITY INSTL P 2020-12-18 2022-11-01
EBAY INC P 2021-02-18 2022-09-20
ELEVANCE HEALTH INC P 2019-06-05 2022-01-04
FLEXSHARES UPSTREAM NATURAL IDX ETF P 2020-08-20 2022-11-01
HONEYWELL INTL INC P 2016-09-27 2022-06-30
HUNTINGTON INGALLS P 2020-12-10 2022-03-18
IDEX CORP P 2020-11-06 2022-01-06
ISHARES PREFERRED INCOMESEC ETF P 2021-06-17 2022-07-12
KIMCO REALTY CO 3.125%23 P 2019-05-13 2022-09-09
LIFE INSURANCE C 3.75%25 P 2020-07-21 2022-10-24
MARSH & MC LENNAN CO P 2016-09-27 2022-01-04
MATTHEWS ASIA DIVIDEND INSTL P 2018-12-28 2022-03-17
MEDTRONIC PLC F P 2015-01-27 2022-06-06
PEAR TREE POLARIS FGN VAL SM CAP INSTL P 2018-12-28 2022-11-01
PEPSICO INC P 2019-11-19 2022-06-24
S&P GLOBAL INC 4%25 P 2019-01-16 2022-03-21
VALERO ENERGY COR 3.4%26 P 2020-09-17 2022-09-13
WAVELENGTH P 2020-10-06 2022-11-02
WCM FOCUSED INTERNATIONAL GROWTH INSTL P 2020-12-09 2022-11-01
ISHARES CORE S&P MID-CAPETF P 2009-06-09 2022-03-17
MICROSOFT CORP P 2007-12-14 2022-06-30
CAPITAL GAINS DIVIDENDS P 2021-12-01 2022-11-30
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 218,626   206,989 11,637
b 55,822   38,493 17,329
c 5,418   4,397 1,021
d 160,723   148,123 12,600
e 1,767   2,556 -789
204,635   202,021 2,614
211,094   201,461 9,633
157,365   152,248 5,117
219,254   253,338 -34,084
93,136   142,069 -48,933
79,881   87,869 -7,988
55,145   64,784 -9,639
230,285   302,608 -72,323
50,536   56,040 -5,504
7,372   8,680 -1,308
148,161   189,156 -40,995
20,258   8,738 11,520
31,753   7,050 24,703
38,884   76,366 -37,482
49,536   76,250 -26,714
39,457   23,855 15,602
12,681   8,999 3,682
25,052   16,084 8,968
64,886   58,532 6,354
85,809   68,053 17,756
461,159   564,162 -103,003
150,000   150,045 -45
225,000   241,158 -16,158
24,963   10,117 14,846
510,656   508,107 2,549
64,963   51,691 13,272
119,025   119,002 23
68,215   55,555 12,660
261,790   253,119 8,671
146,201   159,801 -13,600
13,848   16,185 -2,337
87,405   126,633 -39,228
231,585   62,115 169,470
72,937   8,658 64,279
355,981     355,981
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       11,637
b       17,329
c       1,021
d       12,600
e       -789
      2,614
      9,633
      5,117
      -34,084
      -48,933
      -7,988
      -9,639
      -72,323
      -5,504
      -1,308
      -40,995
      11,520
      24,703
      -37,482
      -26,714
      15,602
      3,682
      8,968
      6,354
      17,756
      -103,003
      -45
      -16,158
      14,846
      2,549
      13,272
      23
      12,660
      8,671
      -13,600
      -2,337
      -39,228
      169,470
      64,279
      355,981
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 330,157
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 11,480
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 11,480
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 18,490
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 18,490
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 7,010
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet7,010 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletDANA ALESHIRE Telephone no.bullet (650) 378-3719

    Located atbulletPO BOX 5197SAN MATEOCA ZIP+4bullet94402
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    DANA ALESHIRE PRESIDENT
    1.00     		0 0 0
    160 BOVET ROAD STE 220
    SAN MATEO,CA94402
    ANNE KIREMIDJIAN BOARD MEMBER
    1.00     		0 0 0
    160 BOVET ROAD STE 220
    SAN MATEO,CA94402
    MARTY CZARNECKI BOARD MEMBER
    1.00     		0 0 0
    160 BOVET ROAD STE 220
    SAN MATEO,CA94402
    JAIMIE HENDERSON SECRETARY
    1.00     		0 0 0
    160 BOVET ROAD STE 220
    SAN MATEO,CA94402
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    BOSTON PRIVATE BANK & TRUST CUSTODIAL SERVICES 98,538
    160 BOVET ROAD
    SAN MATEO,CA94402
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    19,853,410
    b
    Average of monthly cash balances.......................
    1b
    347,240
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    20,200,650
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    20,200,650
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    303,010
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    19,897,640
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    994,882
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    994,882
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    11,480
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    11,480
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    983,402
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    983,402
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    983,402
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 983,402
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 57,158
    b From 2017......  
    c From 2018...... 1,145,771
    d From 2019...... 98,140
    e From 2020......  
    f Total of lines 3a through e ........ 1,301,069
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 1,105,500
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 983,402
    e Remaining amount distributed out of corpus 122,098
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,423,167
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		57,158
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		1,366,009
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018.... 1,145,771
    c Excess from 2019.... 98,140
    d Excess from 2020....  
    e Excess from 2021.... 122,098
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    DESTINY ARTS CENTER
    970 GRACE AVENUE
    OAKLAND,CA94608     		NONE PUBLIC CHARITY TO SUPPORT THE ORGANIZATION'S EXEMPT FUNCTION 100,000
    JASPER RIDGE FARM
    2995 WOODSIDE ROAD PO BOX 620924
    WOODSIDE,CA94062     		NONE PUBLIC CHARITY TO SUPPORT THE ORGANIZATION'S EXEMPT FUNCTION 10,000
    KQED NORTHERN CALIFORNIA PUBLIC BROADCAST
    2601 MARIPOSA STREET
    SAN FRANCISCO,CA94110     		NONE PUBLIC CHARITY TO SUPPORT THE ORGANIZATION'S EXEMPT FUNCTION 50,000
    LOWELL SCHOOL ALUMNI ASSOCIATION
    PO BOX 320009
    SAN FRANCISCO,CA94132     		NONE PUBLIC CHARITY TO SUPPORT THE ORGANIZATION'S EXEMPT FUNCTION 5,000
    MID PENINSULA BOYS & GIRLS CLUB
    200 NORTH QUEBEC STREET
    SAN MATEO,CA94401     		NONE PUBLIC CHARITY TO SUPPORT THE ORGANIZATION'S EXEMPT FUNCTION 20,000
    MILLS PENINSULA HOSPITAL
    1501 TROUSDALE DRIVE
    BURLINGAME,CA94010     		NONE PUBLIC CHARITY TO SUPPORT THE ORGANIZATION'S EXEMPT FUNCTION 10,000
    PENINSULA HUMANE SOCIETY & SPCA
    1450 ROLLINS ROAD
    BURLINGAME,CA94010     		NONE PUBLIC CHARITY TO SUPPORT THE ORGANIZATION'S EXEMPT FUNCTION 80,000
    PLANNED PARENTHOOD
    1605 THE ALAMEDA
    SAN JOSE,CA95126     		NONE PUBLIC CHARITY TO SUPPORT THE ORGANIZATION'S EXEMPT FUNCTION 48,500
    SAN MATEO COUNTY COMMUNITY COLLEGES FOUNDATION
    3401 CSM DRIVE
    SAN MATEO,CA94402     		NONE PUBLIC CHARITY TO SUPPORT THE ORGANIZATION'S EXEMPT FUNCTION 10,000
    ST ANTHONY FOUNDATION
    150 GOLDEN GATE AVENUE
    SAN FRANCISCO,CA94102     		NONE PUBLIC CHARITY TO SUPPORT THE ORGANIZATION'S EXEMPT FUNCTION 20,000
    STANFORD BOARD OF TRUSTEES - JENE F BLUME PARKINSON'S CARGIVER SUPPORT FD
    3172 PORTER DRIVE SUITE 210
    PALO ALTO,CA94304     		NONE PUBLIC CHARITY TO SUPPORT THE ORGANIZATION'S EXEMPT FUNCTION 100,000
    STANFORD BOARD OF TRUSTEES - JOHN A BLUME EARTHQUAKE ENGINEERING CENTER
    439 PANAMA MALL BUILDING 540
    STANFORD,CA94305     		NONE PUBLIC CHARITY TO SUPPORT THE ORGANIZATION'S EXEMPT FUNCTION 100,000
    STANFORD BOARD OF TRUSTEES - STUDY OF PARKINSON'S DISEASE FUND
    3172 PORTER DRIVE SUITE 210
    PALO ALTO,CA94304     		NONE PUBLIC CHARITY TO SUPPORT THE ORGANIZATION'S EXEMPT FUNCTION 400,000
    STANFORD URBAN RESILIENCE INITIATIVE JOHN A BLUME EARTHQUAKE ENGINEERING
    439 PANAMA MALL BUILDING 540
    STANFORD,CA94305     		NONE PUBLIC CHARITY TO SUPPORT THE ORGANIZATION'S EXEMPT FUNCTION 50,000
    THE BRIDGE SCHOOL
    545 EUCALYPTUS AVE
    HILLSBOROUGH,CA94010     		NONE PUBLIC CHARITY TO SUPPORT THE ORGANIZATION'S EXEMPT FUNCTION 2,000
    WOMAN INC
    26 BOARDMAN PLACE
    SAN FRANCISCO,CA94103     		NONE PUBLIC CHARITY TO SUPPORT THE ORGANIZATION'S EXEMPT FUNCTION 100,000
    Total .................................bullet 3a 1,105,500
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 319,007  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 330,157  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 1,036,559 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,036,559
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    BLUME FOUNDATION
    EIN:
    94-6073163
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 6,000 6,000   0
    BOOKKEEPING 0 0   0

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    BLUME FOUNDATION
    EIN:
    94-6073163
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ABBVIE INC. 2.6%24 DUE 10/01/24 154,812 143,526
    ANHEUSER-BUSCH C 3.65%26 DUE 02/01/26 245,224 218,884
    ARCH CAPITAL FIN LLC 4.011% DUE 12/15/26 205,902 192,259
    ARES CAPITAL MANA 4.2%24 DUE 06/10/24 256,755 243,147
    ASSURED GUARANTY US 5%24 DUE 07/01/24 133,821 131,766
    AVALONBAY COMMUN 2.95%26 DUE 05/11/26 146,421 139,349
    BANK OF AMERICA 4.25%26 DUE 10/22/26 223,289 195,266
    BANK OF MONTREA 1.85% 25F DUE 05/01/25 175,571 163,432
    BLACKROCK, INC. 3.5%24 DUE 03/18/24 202,228 196,383
    BROADRIDGE FINL S 3.4%26 DUE 06/27/26 197,840 188,086
    CAPITAL ONE FINL CO 4.200% 10/29/25 179,621 170,118
    COMCAST CORP 4.15%28 DUE 10/15/28 284,055 242,088
    CRANE CO. 4.45% DUE 12/15/23 202,093 197,171
    DIGITAL REALTY TR 3.7%27 DUE 08/15/27 303,292 256,284
    ELEVANCE HEALTH 3.65%27 DUE 12/01/27 168,566 143,039
    FIDELITY NTNL FIN 4.5%28 DUE 08/15/28 113,136 95,335
    GENERAL MOTORS FIN 3.95%24 DUE 04/01/24 313,295 294,736
    GOLDMAN SACHS INTER 4%24 DUE 03/03/24 202,674 197,301
    JPMORGAN CHASE & VAR 29 DUE 04/23/29 225,089 187,744
    KEMPER CORP 4.35%25 DUE 02/15/25 97,728 97,560
    LOWE'S COMPANIES, 3.1%27 DUE 05/03/27 216,217 187,610
    MANULIFE FINL CO 4.15%26F DUE 03/04/26 266,553 246,485
    MASTERCARD INC 2.95%29 DUE 06/01/29 264,377 229,325
    NVIDIA CORP 3.2%26 DUE 09/16/26 128,959 120,376
    NORTHERN TRUST C 3.95%25 DUE 10/30/25 101,805 98,179
    NORTHERN TRUST 6.125%32 DUE 11/02/32 226,604 236,077
    OLD REPUBLIC IN 4.875%24 DUE 10/01/24 205,093 198,078
    PHILLIPS 66 3.9%28 DUE 03/15/28 140,171 142,312
    PNC FINL SVCS GR 3.45%29 DUE 04/23/29 138,708 137,703
    QVC INC 4.850% DUE 4/01/24 25,131 23,500
    SANTANDER HOLDING 4.5%25 DUE 07/17/25 327,237 291,678
    THE CHARLES SCHWAB 4%29 DUE 02/01/29 235,212 216,198
    THE COCA-COLA C 2.125%29 DUE 09/06/29 256,349 216,893
    U.S. BANCORP 3.1%26 DUE 04/27/26 201,106 189,879
    V.F. CORP 2.4%25 DUE 04/23/25 207,215 187,164
    VERIZON COMMUNI 4.125%27 DUE 03/16/27 169,896 147,064
    WALMART INC 3.7%28 DUE 06/26/28 215,879 195,121
    WELLS FARGO & CO 3%26 DUE 10/23/26 133,347 116,697
    WELLTOWER INC. 4.25%26 DUE 04/01/26 202,513 194,025
    WESTROCK CO 3.375%27 DUE 09/15/27 139,594 119,148

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    BLUME FOUNDATION
    EIN:
    94-6073163
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABORATORIES 26,901 72,294
    ABBVIE INC. 32,973 77,850
    ACCENTURE PLC 27,478 91,483
    AGILENT TECHNOLOGIES 86,564 85,859
    AIR PROD & CHEMICALS 36,653 83,123
    ANALOG DEVICES INC 71,755 89,565
    APPLE, INC. 27,583 153,507
    BANK OF NY MELLON CO 57,628 64,352
    BEST BUY INC 89,777 72,675
    BROADRIDGE FINL SOLUTIONS INC 36,856 77,686
    CDW CORP 96,372 105,638
    CISCO SYSTEMS INC 33,824 46,240
    COMCAST CORP 68,380 57,671
    EATON CORP PLC 79,453 95,782
    ELEVANCE HEALTH INC 51,108 99,656
    ESTEE LAUDER CO INC 68,287 60,362
    HOME DEPOT INC 41,612 106,593
    HONEYWELL INTERNATIONAL INC 38,268 75,745
    IBM CORP 58,553 71,770
    INTERCONTINENTAL EXCHANGE INC 42,709 76,250
    JP MORGAN CHASE & CO 15,521 60,385
    L3HARRIS TECHNOLOGIES INC 57,950 77,207
    MARSH & MCCLEANNAN 35,208 90,400
    MASCO CORP 81,043 72,717
    MERCK & CO INC 52,623 95,804
    MICROSOFT CORP 16,264 145,175
    MONDELEZ INTL 56,991 69,300
    NEXTERA ENERGY INC 26,679 111,042
    ORACLE CORP 58,742 70,077
    POOL CORP 33,206 58,964
    PRIMERICA INC 85,571 84,649
    PROCTOR & GAMBLE CO 41,641 73,983
    QUEST DIAGNOSTIC INC 72,350 88,669
    UNION PAC CORP 35,907 75,231
    VALERO ENERGY CORP 57,617 119,055
    VISA INC CL A 24,183 67,053
    WALT DISNEY CO 54,804 45,901
    ZOETIS INC 77,769 70,134

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    BLUME FOUNDATION
    EIN:
    94-6073163
    US Government Securities - End of Year Book Value:

    942,425
    US Government Securities - End of Year Fair Market Value:

    859,042
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2021 InvestmentsOtherSchedule2
    Name:
    BLUME FOUNDATION
    EIN:
    94-6073163
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    FLEXSHARES UPSTREAM NATURAL IDX ETF AT COST 231,871 394,117
    ISHARES PREFERRED INCOME SEC ETF AT COST 321,390 285,153
    ISHARES RUSSELL 2000 VALUE ETF AT COST 202,349 189,789
    MAINSTAY MACKAY HIGH YE LD CORP BD I AT COST 1,061,582 1,000,592
    WAVELENGTH INTEREST RATE NEUTRAL AT COST 393,510 370,384
    ARTISAN INTL VALUE FUND AT COST 940,818 1,018,369
    ASHMORE EMERGING MARKETS EQUITY INSTL AT COST 607,354 596,633
    INVENOMIC INSTITUTIONAL AT COST 216,664 297,954
    JPMORGAN SMALL CAP EQUITY I AT COST 839,449 835,077
    LAZARD GLOBAL LISTED INF RASTRUCTURE INST AT COST 216,664 219,467
    PEAR TREE POLARIS AT COST 249,261 299,189
    VERSUS CAP MULTI MNGR AT COST 220,497 247,980
    VERSUS CAP REAL ASSET AT COST 400,100 474,985
    WCM FOCUSED INTL GROWTH AT COST 668,599 894,960
    WEISS ALTERNATIVE MULTI STRATEGY FD CL K AT COST 216,664 173,320
    AMERN TOWER CORP REITS AT COST 66,726 67,703
    EQUINIX INC REITS AT COST 64,826 66,993
    ALLSPRING HIGH YIELD BOND A (FKA EVERGREEN HI YIELD FUND) AT COST 8,519 9,655

    TY 2021 OtherExpensesSchedule
    Name:
    BLUME FOUNDATION
    EIN:
    94-6073163
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AMORTIZED BOND PREMIUMS 102,460 102,460   0
    ACCRUED INTEREST PAID ON PURCHASES 3,113 3,113   0
    OTHER EXPENSES 10,444 0   0


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    BLUME FOUNDATION
    EIN:
    94-6073163
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 98,538 98,538   0


    TY 2021 TaxesSchedule
    Name:
    BLUME FOUNDATION
    EIN:
    94-6073163
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX ON NET INVESTMENT INCOME 21,000 0   0
    STATE FILING FEES 200 0   0
    FOREIGN TAX ON DIVIDENDS 521 521   0