Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
THE LOIS & IRVING BLUM FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)1001 FLEET STREET 700
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BALTIMORE, MD21202
A Employer identification number

52-6057035
B Telephone number (see instructions)

(410) 576-4151
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$17,667,648J 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) 3,529,971
2 Check right arrow.............
3 Interest on savings and temporary cash investments 20 20  
4 Dividends and interest from securities... 295,306 295,306  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,905,277
b Gross sales price for all assets on line 6a 5,177,346
7 Capital gain net income (from Part IV, line 2)... 1,905,277
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)....... Click to see attachment
List of Attached Documents:
// Content
11,094 0 0
12 Total. Add lines 1 through 11........ 5,741,668 2,200,603 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
21,177 10,589 0 10,588
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
17,075 8,538 0 8,537
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
241,510 72,010 0 169,500
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
7,880 380 0 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
List of Attached Documents:
// Content
15,820 120 0 15,700
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 303,462 91,637 0 204,325
25 Contributions, gifts, grants paid....... 5,016,428 5,016,428
26 Total expenses and disbursements. Add lines 24 and 25 5,319,890 91,637 0 5,220,753
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 421,778
b Net investment income (if negative, enter -0-) 2,108,966
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 239,042 23,102 23,102
2 Savings and temporary cash investments......... 544,528 514,237 514,237
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 552,674 Click to see attachment
List of Attached Documents:
// Content
2,375,150 		2,353,715
b Investments—corporate stock (attach schedule)....... 6,142,527 Click to see attachment
List of Attached Documents:
// Content
5,141,053 		10,617,032
c Investments—corporate bonds (attach schedule)....... 3,932,139 Click to see attachment
List of Attached Documents:
// Content
3,971,477 		3,669,633
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 549,408 Click to see attachment
List of Attached Documents:
// Content
305,155 		489,929
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 11,960,318 12,330,174 17,667,648
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 11,960,318 12,330,174
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 11,960,318 12,330,174
30 Total liabilities and net assets/fund balances (see instructions). 11,960,318 12,330,174
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
11,960,318
2
Enter amount from Part I, line 27a .....................
2
421,778
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
12,382,096
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
51,922
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
12,330,174
Form 990-PF (2023)
Form 990-PF (2023)
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 BNY MELLON P 2023-01-01 2023-12-31
b BNY - DAVIS NY VENTURE D 2023-01-01 2023-11-09
c BNY MELLON P 2022-01-01 2023-12-31
d BNY - DAVIS NY VENTURE D 2022-01-01 2023-12-31
e CAPITAL GAINS DIVIDENDS P    
(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 603,180   540,763 62,417
b 174,025     174,025
c 3,442,066   2,647,303 794,763
d 922,634   84,003 838,631
e 35,441     35,441
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       62,417
b       174,025
c       794,763
d       838,631
e       35,441
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 1,905,277
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  
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 right arrow 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) 1 29,315
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 29,315
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 29,315
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 30,765
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 30,765
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 1,450
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,450 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowMD
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 2023 or the taxable year beginning in 2023? 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. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
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 instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowLOIS IRVING BLUM FOUNDATION Telephone no.right arrow (410) 576-4151

Located atright arrow1001 FLEET STREET SUITE 700BALTIMOREMD ZIP+4right arrow21202
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
JEFFERY D BLUM PRESIDENT/TRUSTEE
1.00 		0 0 0
1001 FLEET STREET SUITE 700
BALTIMORE,MD21202
CAROLYN P BLUM SECRETARY/TREASURER/TRUSTEE
1.00 		0 0 0
1001 FLEET STREET SUITE 700
BALTIMORE,MD21202
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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
MSH CONSULTANTS INC CONSULTING 169,500
271 CLINTON STREET
NEW ROCHELLE,NY10801
BNY MELLON INVESTMENT MANAGEMENT 72,010
PO BOX 2034
JERSEY CITY,NJ07303
Total number of others receiving over $50,000 for professional services.............right arrow0
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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
15,335,346
b
Average of monthly cash balances.......................
1b
805,885
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
16,141,231
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
16,141,231
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
242,118
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
15,899,113
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
794,956
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
794,956
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
29,315
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
29,315
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
765,641
4
Recoveries of amounts treated as qualifying distributions................
4
10,000
5
Add lines 3 and 4............................
5
775,641
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
775,641
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
5,220,753
b
Program-related investments—total from Part VIII-B..................
1b
0
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
5,220,753
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 775,641
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 995,102
b From 2019...... 889,557
c From 2020...... 1,976,211
d From 2021...... 1,841,692
e From 2022...... 3,084,294
f Total of lines 3a through e ........ 8,786,856
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 5,220,753
a Applied to 2022, 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 2023 distributable amount..... 775,641
e Remaining amount distributed out of corpus 4,445,112
5 Excess distributions carryover applied to 2023. 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 13,231,968
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		995,102
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		12,236,866
10 Analysis of line 9:
a Excess from 2019.... 889,557
b Excess from 2020.... 1,976,211
c Excess from 2021.... 1,841,692
d Excess from 2022.... 3,084,294
e Excess from 2023.... 4,445,112
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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).)
JEFFERY D BLUM
CAROLYN P BLUM
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 right arrow
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 (2023)
Form 990-PF (2023)
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

ADELANTE LATINA

2907 WSTRATHMORE AVE
BALTIMORE,MD21209 		NONE 501(C)(3) GENERAL OPERATING SUPPORT 15,000

ALLIANCE FOR MIDDLE EAST PEACE INC

1725 I STREET NW SUITE 300
WASHINGTON,DC20006 		NONE 501(C)(3) GENERAL OPERATING SUPPORT 25,000

AMALGAMATED FOUNDATION

1825 K STREET NW
WASHINGTON,DC20006 		NONE 501(C)(3) PROJECT SUPPORT 82,500

ASIAN AMERICANS ADVANCING JUSTICE-ATLANTA

5680 OAKBROOK PKWY
NORCROSS,GA30093 		NONE 501(C)(3) GENERAL OPERATING SUPPORT 25,000

ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE INC

101 W MT ROYAL AVENUE
BALTIMORE,MD21201 		NONE 501(C)(3) PROJECT SUPPORT 100,000

AUSCHWITZ INSTITUTE FOR THE PREVENTION OF GENOCIDE AND MASS ATROCITIES

2 WEST 45TH STREET
NEW YORK,NY10036 		NONE 501(C)(3) GENERAL OPERATING SUPPORT 80,000

AZ AANHPI FOR EQUITY (ONE ARIZONA)

1011 S MCCLINTOCK DR
TEMPE,AZ85281 		NONE 501(C)(3) PROJECT SUPPORT 40,000

BALTIMORE COMMUNITY FOUNDATION INC

11 EAST MOUNT ROYAL AVENUE
BALTIMORE,MD21202 		NONE 501(C)(3) PROJECT SUPPORT 20,000

BALTIMORE MUSEUM OF ART

10 ART MUSEUM DR
BALTIMORE,MD21218 		NONE 501(C)(3) GENERAL OPERATING SUPPORT 25,000

BLACK GIRLS VOTE 4 HER

40 W CHESAPEAKE AVENUE
TOWSON,MD21204 		NONE 501(C)(3) GENERAL OPERATING SUPPORT 5,000

BLACK VOTERS MATTER CAPACITY BUIDLING INSTITUTE

4751 BEST ROAD
ATLANTA,GA30337 		NONE 501(C)(3) GENERAL OPERATING SUPPORT 25,000

BUSINESS EDUCATION FUND DBA MAIN STREET ALLIANCE

201 N UNION ST SUITE 110 C / O ALX
WATERFRONT
ALEXANDRIA,VA22314 		NONE 501(C)(3) GENERAL OPERATING SUPPORT 50,000

CASA DE MARYLAND

8151 15TH AVENUE
LANGLEY PARK,MD20783 		NONE 501(C)(3) GENERAL OPERATING SUPPORT 40,000

CENTER FOR WORKING FAMILIES FUND (A COLLECTIVE ACTION FUND AT TIDES FOUNDAT

3440 FLAIR DRIVE
EL MONTE,CA91731 		NONE 501(C)(3) PROJECT SUPPORT 25,000

CHISPA ARIZONA A PROGRAM OF THE LEAGUE OF CONSERVATION VOTERS EDUCATION FU

733 W MCDOWELL RD
PHOENIX,AZ85007 		NONE 501(C)(3) PROJECT SUPPORT 40,000

CITIZEN ACTION OF WISCONSIN EDUCATION FUND

4716 W VLIET ST
MILWAUKEE,WI53208 		NONE 501(C)(3) GENERAL OPERATING SUPPORT 40,000

COMMON DEFENSE EDUCATION FUND

251 WEST 30TH STREET
NEW YORK,NY10001 		NONE 501(C)(3) GENERAL OPERATING SUPPORT 125,000

COMMON DEFENSE EDUCATION FUND

251 WEST 30TH STREET
NEW YORK,NY10001 		NONE 501(C)(3) PROJECT SUPPORT 25,000

CONFLICT AWARENESS PROJECT

115 HENRY CLAY RD
ASHLAND,VA23005 		NONE 501(C)(3) GENERAL OPERATING SUPPORT 80,000

COUNCIL FOR NATIVE HAWAIIAN ADVANCEMENT

91-1270 KINOIKI ST
KAPOLEI,HI96707 		NONE 501(C)(3) GENERAL OPERATING SUPPORT 20,000

CRISTOSAL INC

370 SHELBURNE ROAD 4424
BURLINGTON,VT054014937 		NONE 501(C)(3) GENERAL OPERATING SUPPORT 5,000

DOCTORS WITHOUT BORDERSMDECINS SANS FRONTIRES (MSF)

40 RECTOR STREET
NEW YORK,NY10006 		NONE 501(C)(3) GENERAL OPERATING SUPPORT 10,000

FILMAID A PROJECT OF INTERNEWS

PO BOX 4448
ARCATA,CA95518 		NONE 501(C)(3) GENERAL OPERATING SUPPORT 25,000

FRONT LINE USA FOUNDATION

31 WEST 34TH STREET
NEW YORK,NY10001 		NONE 501(C)(3) GENERAL OPERATING SUPPORT 25,000

FUND FOR GLOBAL HUMAN RIGHTS

1301 CONNECTICUT AVE SUITE 500
WASHINGTON,DC20036 		NONE 501(C)(3) GENERAL OPERATING SUPPORT 25,000

FUSION PARTNERSHIPS FISCAL SPONSOR FOR TEACHERS' DEMOCRACY PROJECT

1601 GUILFORD AVE 2 SOUTH
BALTIMORE,MD21202 		NONE 501(C)(3) PROJECT SUPPORT 175,428

GEORGIA ALLIANCE EDUCATION FUND

PO BOX 170495
ATLANTA,GA30317 		NONE 501(C)(3) PROJECT SUPPORT 25,000

GEORGIA STAND-UP

2366 SYLVAN RD
ATLANTA,GA30344 		NONE 501(C)(3) GENERAL OPERATING SUPPORT 25,000

GEORGIA STATE UNIVERSITY

33 GILMER STREET SE
ATLANTA,GA30303 		NONE 501(C)(3) GENERAL OPERATING SUPPORT 5,000

HIAS

1300 SPRING ST SUITE 500
SILVER SPRING,CT20910 		NONE 501(C)(3) PROJECT SUPPORT 15,000

HOPE BORDER INSTITUTE

499 SAINT MATTHEWS STREET
EL PASO,TX79907 		NONE 501(C)(3) GENERAL OPERATING SUPPORT 15,000

HUMAN RIGHTS WATCH

350 FIFTH AVENUE
NEW YORK,NY10118 		NONE 501(C)(3) PROJECT SUPPORT 5,000

IMAGINE NC FIRST

PO BOX 428
RALEIGH,NC27602 		NONE 501(C)(3) GENERAL OPERATING SUPPORT 175,000

INDIGENOUS WOMEN RISING

PO BOX 7475
ALBUQUERQUE,NM87194 		NONE 501(C)(3) GENERAL OPERATING SUPPORT 25,000

IOWA CITIZENS FOR COMMUNITY IMPROVEMENT (IOWA CCI)

2001 FOREST AVENUE
DES MOINES,IA50311 		NONE 501(C)(3) GENERAL OPERATING SUPPORT 50,000

J STREET EDUCATION FUND

PO BOX 66073
WASHINGTON,DC20035 		NONE 501(C)(3) GENERAL OPERATING SUPPORT 25,000

JEWCER COMMUNITYFUNDINGINC FISCAL SPONSOR FOR HOSTAGES AND MISSING FAMILIE

100 NORTH TRYON STREET
CHARLOTTE,NC28255 		NONE 501(C)(3) PROJECT SUPPORT 10,000

JEWS UNITED FOR JUSTICE

PO BOX 41485
WASHINGTON,DC20018 		NONE 501(C)(3) GENERAL OPERATING SUPPORT 50,000

JUSTICE IN MOTION INC

PO BOX 160128
BROOKLYN,NY11216 		NONE 501(C)(3) GENERAL OPERATING SUPPORT 10,000

MADRE

121 WEST 27TH STREET
NEW YORK,NY10001 		NONE 501(C)(3) PROJECT SUPPORT 25,000

MAINE PEOPLE'S RESOURCE CENTER

565 CONGRESS ST
PORTLAND,ME04101 		NONE 501(C)(3) GENERAL OPERATING SUPPORT 50,000

MAKE THE ROAD NEW YORK

301 GROVE STREET
BROOKLYN,NY11237 		NONE 501(C)(3) PROJECT SUPPORT 15,000

MERCY HEALTH FOUNDATION INC

301 ST PAUL PLACE
BALTIMORE,MD21202 		NONE 501(C)(3) PROJECT SUPPORT 2,000

MOREHOUSE COLLEGE

830 WESTVIEW DR SW
ATLANTA,GA30314 		NONE 501(C)(3) GENERAL OPERATING SUPPORT 5,000

NATIONAL CENTER FOR YOUTH LAW

1212 BROADWAY SUITE 600
OAKLAND,CA94612 		NONE 501(C)(3) GENERAL OPERATING SUPPORT 50,000

NEW GEORGIA PROJECT

830 GLENWOOD AVE SE
ATLANTA,GA30316 		NONE 501(C)(3) GENERAL OPERATING SUPPORT 25,000

NEW ISRAEL FUND

6 EAST 39TH STREET SUITE 301
NEW YORK,NY10016 		NONE 501(C)(3) GENERAL OPERATING SUPPORT 25,000

NEW ISRAEL FUND FISCAL SPONSOR FOR MADRASA - LEARNING TO COMMUNICATE

6 EAST 39TH STREET SUITE 301
NEW YORK,NY10016 		NONE 501(C)(3) PROJECT SUPPORT 25,000

NEW ISRAEL FUND FISCAL SPONSOR FOR STANDING TOGETHER

6 EAST 39TH STREET SUITE 301
NEW YORK,NY10016 		NONE 501(C)(3) PROJECT SUPPORT 10,000

NEW VENTURE FUND FISCAL SPONSOR FOR AMERICA VOTES

1828 L ST NW
WASHINGTON,DC20036 		NONE 501(C)(3) PROJECT SUPPORT 30,000

NEW YORK UNIVERSITY

70 WASHINGTON SQUARE SOUTH
NEW YORK,NY10012 		NONE 501(C)(3) PROJECT SUPPORT 5,000

NEW YORK UNIVERSITY

70 WASHINGTON SQUARE SOUTH
NEW YORK,NY10012 		NONE 501(C)(3) PROJECT SUPPORT 50,000

NO BOUNDARIES COALITION FISCAL SPONSOR FOR BALTIMORE VOTES

2911 GUILFORD AVENUE
BALTIMORE,MD21218 		NONE 501(C)(3) PROJECT SUPPORT 10,000

OHIO ORGANIZING COLLABORATIVE

25 E BOARDMAN ST
YOUNGSTOWN,OH44503 		NONE 501(C)(3) GENERAL OPERATING SUPPORT 75,000

OPEN COLLECTIVE FOUNDATION FISCAL SPONSOR FOR THE WV DEMOCRACY FUND

440 N BARRANCA AVE
COVINA,CA91723 		NONE 501(C)(3) PROJECT SUPPORT 75,000

PEF ISRAEL ENDOWMENT FUND INC FISCAL SPONSOR FOR BLUE WHITE FUTURE

630 THIRD AVE
NEW YORK,NY10017 		NONE 501(C)(3) PROJECT SUPPORT 50,000

PEF ISRAEL ENDOWMENT FUND FISCAL SPONSOR FOR ASSOCIATION FOR CIVIL RIGH

630 THIRD AVE
NEW YORK,NY10017 		NONE 501(C)(3) PROJECT SUPPORT 25,000

PEF ISRAEL ENDOWMENT FUND FISCAL SPONSOR FOR BEIT BERL COLLEGE - 58-002

630 THIRD AVE
NEW YORK,NY10017 		NONE 501(C)(3) PROJECT SUPPORT 40,000

PEF ISRAEL ENDOWMENT FUND FISCAL SPONSOR FOR BEIT BERL COLLEGE - 58-002

630 THIRD AVE
NEW YORK,NY10017 		NONE 501(C)(3) PROJECT SUPPORT 15,000

PA ALLIANCE FOUNDATION

121 S BROAD
PHILADELPHIA,PA19107 		NONE 501(C)(3) PROJECT SUPPORT 125,000

PEOPLE'S ACTION

1130 N MILWAUKEE AVENUE
CHICAGO,IL60642 		NONE 501(C)(3) GENERAL OPERATING SUPPORT 50,000

PROGRESSNOW EDUCATION FUND FISCAL SPONOR FOR ADVANCE MARYLAND EDUCATION FU

614 N SEYMORE AVE
LANSING,MI48933 		NONE 501(C)(3) GENERAL OPERATING SUPPORT 2,500

RIDERS ALLIANCE

150 BROADWAY
NEW YORK,NY10038 		NONE 501(C)(3) GENERAL OPERATING SUPPORT 100,000

RURAL ARIZONA ENGAGEMENT (RAZE)

381 WEST CENTRAL AVENUE
COOLIDGE,AZ85128 		NONE 501(C)(3) GENERAL OPERATING SUPPORT 40,000

SKYLIGHT ENGAGEMENT INC

147 PRINCE STREET
BROOKLYN,NY11201 		NONE 501(C)(3) GENERAL OPERATING SUPPORT 25,000

SOUTHERN POVERTY LAW CENTER

400 WASHINGTON AVENUE
MONTGOMERY,AL36104 		NONE 501(C)(3) GENERAL OPERATING SUPPORT 1,000

SPRING STREET CLIMATE FUND

POBOX24685
BROOKLYN,NY11202 		NONE 501(C)(3) GENERAL OPERATING SUPPORT 50,000

THE ANDREI SAKHAROV FOUNDATION

7112 WESLEY ROAD
SPRINGFIELD,VA22150 		NONE 501(C)(3) PROJECT SUPPORT 10,000

THE CENTER FOR POPULAR DEMOCRACY

449 TROUTMAN STREET
BROOKLYN,NY11237 		NONE 501(C)(3) GENERAL OPERATING SUPPORT 50,000

THE CENTER FOR VICTIMS OF TORTURE

2356 UNIVERSITY AVE W
ST PAUL,MN55114 		NONE 501(C)(3) GENERAL OPERATING SUPPORT 5,000

THE COMMITTEE TO PROTECT JOURNALISTS

PO BOX 2675
NEW YORK,NY10108 		NONE 501(C)(3) GENERAL OPERATING SUPPORT 25,000

THE FUND FOR EDUCATIONAL EXCELLENCE

800 N CHARLES STREET SUITE 400
BALTIMORE,MD21201 		NONE 501(C)(3) GENERAL OPERATING SUPPORT 4,000

THE GUERNICA CENTRE FOR INTERNATIONAL JUSTICE

TWO EMBARCADERO CENTER
SAN FRANCISCO,CA94111 		NONE 501(C)(3) PROJECT SUPPORT 20,000

THE GUERNICA CENTRE FOR INTERNATIONAL JUSTICE

TWO EMBARCADERO CENTER
SAN FRANCISCO,CA94111 		NONE 501(C)(3) GENERAL OPERATING SUPPORT 20,000

THE GUERNICA CENTRE FOR INTERNATIONAL JUSTICE

TWO EMBARCADERO CENTER
SAN FRANCISCO,CA94111 		NONE 501(C)(3) GENERAL OPERATING SUPPORT 50,000

THE HUMAN RIGHTS CENTER UC BERKELEY SCHOOL OF LAW

2224 PIEDMONT AVE
BERKELEY,CA94720 		NONE 501(C)(3) PROJECT SUPPORT 125,000

THE TIBET FUND

241 EAST 32ND STREET
NEW YORK,NY10016 		NONE 501(C)(3) GENERAL OPERATING SUPPORT 1,000

THE TIDES FOUNDATION

1012 TORNEY AVENUE
SAN FRANCISCO,CA941291755 		NONE 501(C)(3) GENERAL OPERATING SUPPORT 1,463,000

TRANSGENDER LAW CENTER

PO BOX 741803
LOS ANGELES,CA900741803 		NONE 501(C)(3) PROJECT SUPPORT 20,000

TRANSPORTATION ALTERNATIVES

111 JOHN STREET SUITE 260
NEW YORK,NY10038 		NONE 501(C)(3) PROJECT SUPPORT 125,000

UNITED WE DREAM NETWORK

1775 I STREET NW SUITE 1150
WASHINGTON DC 20006 I AS IN EYE OFF
WASHINGTON,DC20006 		NONE 501(C)(3) GENERAL OPERATING SUPPORT 15,000

URGENT ACTION FUND FOR WOMEN'S HUMAN RIGHTS

2601 BLANDING AVE
ALAMEDA,CA94501 		NONE 501(C)(3) PROJECT SUPPORT 25,000

WIN WITHOUT WAR EDUCATION FUND

1 THOMAS CIRCLE NW 700
WASHINGTON,DC20005 		NONE 501(C)(3) GENERAL OPERATING SUPPORT 75,000

WIN WITHOUT WAR EDUCATION FUND

1 THOMAS CIRCLE NW 700
WASHINGTON,DC20005 		NONE 501(C)(3) GENERAL OPERATING SUPPORT 25,000

WINDWARD FUND FISCAL SPONSOR FOR THE HEARTLAND FUND

1828 L ST NW
WASHINGTON,DC20036 		NONE 501(C)(3) PROJECT SUPPORT 50,000

WINDWARD FUND FISCAL SPONSOR FOR THE HEARTLAND FUND

1828 L ST NW
WASHINGTON,DC20036 		NONE 501(C)(3) PROJECT SUPPORT 75,000

WOLA

1666 CONNECTICUT AVE NW SUITE 400
WASHINGTON,DC20009 		NONE 501(C)(3) GENERAL OPERATING SUPPORT 50,000

WORC-EP (WESTERN ORGANIZATION RESOURCE COUNCIL - EDUCATIONAL PROJECT) FISCA

220 SOUTH 27TH STREET SUITE B
BILLINGS,MT59101 		NONE 501(C)(3) GENERAL OPERATING SUPPORT 75,000

WORKING AMERICA EDUCATION FUND

815 BLACK LIVES MATTER PLAZA NW
WASHINGTON,DC20006 		NONE 501(C)(3) GENERAL OPERATING SUPPORT 50,000

YELLOWHAMMER FUND

PO BOX 610250
BIRMINGHAM,AL35261 		NONE 501(C)(3) GENERAL OPERATING SUPPORT 25,000

YESHIVA UNIVERSITY

500 WEST 185TH STREET
NEW YORK,NY10033 		NONE 501(C)(3) GENERAL OPERATING SUPPORT 15,000

BETH AM SYNAGOGUE

2501 EUTAW PL
BALTIMORE,MD21217 		NONE 501(C)(3) GENERAL SUPPORT/CAPITAL CAMPAIGN 30,000
Total .................................right arrow 3a 5,016,428
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 20  
4 Dividends and interest from securities ....     14 295,306  
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 1,905,277  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aPRIOR YEAR EXCISE TAX REFUNDS 		        1,094
bRETURN PRIOR YEAR GRANT         10,000
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 2,200,603 11,094
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,211,697
(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.)
11A ALL SOURCES OF REVENUE ARE USED TO INVEST IN SECURITIES OR HELD AS CASH. INCOME FROM THESE INVESTMENTS ARE USED FOR CHARITABLE PURPOSES AS DETERMINED BY THE BOARD OF DIRECTORS, IN ACCORDANCE WITH THEIR EXEMPT FUNCTION.
Form 990-PF (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
THE LOIS & IRVING BLUM FOUNDATION INC
 
Employer identification number

52-6057035
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
THE LOIS & IRVING BLUM FOUNDATION INC
  		Employer identification number
52-6057035
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
JEFFREY BLUM
 
1001 FLEET STREET SUITE 700
 
BALTIMORE, MD21202

$ 454,940


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
LOIS B FEINBLATT POST-DEATH TRUST
 
1001 FLEET STREET SUITE 700
 
BALTIMORE, MD21202

$ 3,215,461


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
OPEN SOCIETY INSTITUTE
 
201 N CHARLES ST SUITE 1300
 
BALTIMORE, MD21202

$ 88,877


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
LAWRENCE BLUM
 
1001 FLEET STREET SUITE 700
 
BALTIMORE, MD21202

$ 271,072


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
THE LOIS & IRVING BLUM FOUNDATION INC
  		Employer identification number

52-6057035
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 17,701.161 SH CLASS A SHARES OF DAVIS NY VENTURE FUND $ 454,940 2023-07-05
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 US T BILLS ($2,770,517 FMV) & PUBLICLY TRADED STOCK (DETAILS AVAILABLE UPON REQUEST $441,443 FMV) $ 3,211,961 2023-11-30
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
4
 10,403 CLASS A SHARES OF DAVIS NY VENTURE FUND $ 265,509 2023-11-08
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
THE LOIS & IRVING BLUM FOUNDATION INC
  		Employer identification number

52-6057035
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
THE LOIS & IRVING BLUM FOUNDATION INC
EIN:
52-6057035
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 17,075 8,538 0 8,537

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE LOIS & IRVING BLUM FOUNDATION INC
EIN:
52-6057035
Name of Bond End of Year Book Value End of Year Fair Market Value
BNY MELLON - CORPORATE BONDS 3,971,477 3,669,633

TY 2023 InvestmentsCorpStockSchedule
Name:
THE LOIS & IRVING BLUM FOUNDATION INC
EIN:
52-6057035
Name of Stock End of Year Book Value End of Year Fair Market Value
BNY MELLON - COMMON STOCK 5,141,053 10,617,032

TY 2023 InvestmentsGovtObligationsSch
Name:
THE LOIS & IRVING BLUM FOUNDATION INC
EIN:
52-6057035
US Government Securities - End of Year Book Value:

2,375,150
US Government Securities - End of Year Fair Market Value:

2,353,715
State & Local Government Securities - End of Year Book Value:


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


0


TY 2023 InvestmentsOtherSchedule2
Name:
THE LOIS & IRVING BLUM FOUNDATION INC
EIN:
52-6057035
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BNY MELLON - MUTUAL FUNDS AT COST 249,485 438,838
BNY MELLON - ASSET BACKED AT COST 55,670 51,091

TY 2023 LegalFeesSchedule
Name:
THE LOIS & IRVING BLUM FOUNDATION INC
EIN:
52-6057035
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 21,177 10,589 0 10,588


TY 2023 OtherDecreasesSchedule
Name:
THE LOIS & IRVING BLUM FOUNDATION INC
EIN:
52-6057035
Description Amount
PRIOR PERIOD ADJUSTMENT 51,922


TY 2023 OtherExpensesSchedule
Name:
THE LOIS & IRVING BLUM FOUNDATION INC
EIN:
52-6057035
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK FEES 120 120 0 0
GRANT MANAGEMENT SOFTWARE 15,700 0 0 15,700


TY 2023 OtherIncomeSchedule2
Name:
THE LOIS & IRVING BLUM FOUNDATION INC
EIN:
52-6057035
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PRIOR YEAR EXCISE TAX REFUNDS 1,094   0
RETURN PRIOR YEAR GRANT 10,000   0


TY 2023 OtherProfessionalFeesSchedule
Name:
THE LOIS & IRVING BLUM FOUNDATION INC
EIN:
52-6057035
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONSULTING 169,500 0 0 169,500
INVESTMENT MANAGEMENT FEES 72,010 72,010 0 0


TY 2023 SubstantialContributorsSch
Name:
THE LOIS & IRVING BLUM FOUNDATION INC
EIN:
52-6057035
Name Address
LAWRENCE BLUM 1001 FLEET STREET SUITE 700
BALTIMORE,MD21202


TY 2023 TaxesSchedule
Name:
THE LOIS & IRVING BLUM FOUNDATION INC
EIN:
52-6057035
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX 7,500 0 0 0
FOREIGN TAXES 380 380 0 0