2022-09-15T14:54:10-05:00 2021-12-31 FOUNDATION SOURCE ONE HOLLOW LN STE 212 LAKE SUCCESS NY 11042 990PF 2021-01-01 831358018 Jennifer and Jonathan Blum Foundation % Foundation Source JENN 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 JONATHAN BLUM CO-PRESIDENT 8008391754 2022-08-11 true JONATHAN BLUM 999009999 Jeffrey D Haskell P01345770 8008391754 2021 2023-04-26 12:10:37Z X 2161220 X 0 X 31 31 38858 38858 132411 1638871 168016 171300 206905 0 22134 22134 3192 282 13884 13884 39210 22416 13884 229500 229500 268710 22416 243384 -97410 184489 75316 38768 38768 1698579 1637717 2122452 1773895 1676485 2161220 0 0 X 1773895 1676485 1773895 1676485 1773895 1676485 1773895 -97410 1676485 1676485 Publicly-traded Securities 1638871 1470855 168016 168016 168016 2564 2564 2564 1907 0 700 2607 X 0 43 43 false false false false false false false true true DE true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false false false false false false false false false false false false false false false false false false Amanda Vance Blum Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Andrew Davis Blum Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Christopher Guion Blum Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Jennifer Blum Foundation Source 501 Silverside Rd Wilmington DE 198091377 Co- Pres, Dir, Sec 1.0 0 0 0 Jonathan Blum Foundation Source 501 Silverside Rd Wilmington DE 198091377 Co- Pres, Dir, Treas 1.0 0 0 0 2149798 57289 0 2207087 0 2207087 33106 2173981 108699 108699 2564 2564 106135 106135 106135 243384 0 0 0 0 243384 106135 2019 2018 2017 53068 86613 139681 243384 106135 137249 276930 0 276930 53068 86613 137249 Jennifer Blum Jonathan Blum X MARTHAS VINEYARD BOYS AND GIRLS CLUB INCORPORATED PO BOX 654 EDGARTOWN MA 02539 N/A PC Capital campaign to build a new Club on Martha's Vineyard 62500 MARTHAS VINEYARD COMMUNITY FOUNDATION INC PO BOX 243 WEST TISBURY MA 02575 N/A PC Housing fund 10000 MARTHAS VINEYARD COMMUNITY SERVICES INC 111 EDGARTOWN RD VINEYARD HVN MA 02568 N/A PC FUNDS FOR technology upgrade 5000 MARTHAS VINEYARD FILM SOCIETY INC PO BOX 4423 VINEYARD HAVEN MA 02568 N/A PC General & Unrestricted 10000 MARTHAS VINEYARD MUSEUM INC 151 LAGOON POND RD VINEYARD HVN MA 02568 N/A PC General & Unrestricted 25000 MARTHAS VINEYARD MUSEUM INC 151 LAGOON POND RD VINEYARD HVN MA 02568 N/A PC website development fund 25000 MARTHAS VINEYARD MUSEUM INC 151 LAGOON POND RD VINEYARD HVN MA 02568 N/A PC Charitable Event 6000 MARTHAS VINEYARD MUSEUM INC 151 LAGOON POND RD VINEYARD HVN MA 02568 N/A PC Edgartown Lighthouse Fund 10000 SHERIFFS MEADOW FOUNDATION PO BOX 1088 VINEYARD HAVEN MA 02568 N/A PC General & Unrestricted 20000 SHERIFFS MEADOW FOUNDATION PO BOX 1088 VINEYARD HAVEN MA 02568 N/A PC Charitable Event 10000 SHERIFFS MEADOW FOUNDATION PO BOX 1088 VINEYARD HAVEN MA 02568 N/A PC TrailsMV 2.0 program 10000 UNIVERSITY OF CALIFORNIA SANTA BARBARA - ARTS & LE BLDG 402 UNIVERSITY OF CALIFORNIA SANTA BARBARA SANTA BARBARA CA 93106 N/A PC General & Unrestricted 5000 VINEYARD CONSERVATION SOCIETY INC PO BOX 2189 VINEYARD HVN MA 02568 N/A PC General & Unrestricted 30000 YOUNG MENS CHRISTIAN ASSOCIATION BLUE RIDGE ASSEMB 84 BLUE RIDGE CIR BLACK MTN NC 28711 N/A PC Green Rocker Society fund 1000 229500 14 31 14 38858 18 132411 171300 171300 false false false false false false false false false false ACCENTURE PLC 11937 28604 ADOBE SYSTEMS, INC 13763 34591 ALGER DYNAMIC OPPORTUNITIES FU 70033 86993 ALPHABET INC CL A 28503 66632 AMAZON COM 24022 46681 AMERICAN CENTURY SMALL CAP VAL 34378 34927 APPLE INC 23603 78308 CALAMOS STRATEGIC TOTAL RETURN 45111 50038 CISCO SYSTEMS INC 29714 38909 DANAHER CORP 9832 28953 EATON VANCE TAX ADV GLBL DIV I 21404 22116 GOLDMAN SACHS GROUP 32779 34047 GUGGENHEIM LIMITED DURATION FU 140059 139489 GUGGENHEIM MACRO OPPORTUNITIES 65014 65042 HOULIHAN LOKEY INC 10604 10870 INVESCO S&P 500 EQUAL WEIGHT E 26419 31248 ISHARES MSCI-JAPAN 10877 10580 JP MORGAN CHASE 27512 38637 LINDE PLC COM 19257 36375 LOCKHEED MARTIN CORP 16456 19548 MEDTRONIC PLC 19921 22035 MICROSOFT CORP 43286 88116 MOELIS AND COMPANY 20862 21066 MORGAN STANLEY 24591 41914 NEXTERA ENERGY, INC 16890 28475 PERFORMANCE TRUST TOTAL RETURN 64901 64206 PIMCO DYNAMIC INCOME OPPORTUNI 21834 21301 PROCTER GAMBLE CO 17894 27645 SCHWAB US TIPS 42560 45218 SELECT SECTOR SPDR ENERGY FUND 29684 46343 SELECT SECTOR SPDR INDUSTRIAL 16067 17247 SELECT SECTOR SPDR-HEALTH CARE 22458 25501 SPDR BARCLAYS 1 TO 10 YEAR TIP 21470 21585 SPDR BLACKSTONE/GSO SENIOR LOA 26789 26830 SPDR PORTFOLIO SHORT TERM CORP 42179 43265 TARGET CORPORATION 18947 50685 ULTA SALON, COSMETICS & FRAGRA 15775 16906 UNITEDHEALTH GROUP INC 14394 25609 VANGAURD HIGH-YIELD CORPORATE 53255 54758 VANGUARD HIGH DIV YIELD 31566 33633 VANGUARD INTL DIVDEND APPREC 21900 23832 VANGUARD INTL HIGH DIV YIELD E 32465 33048 VANGUARD TOT INTL BOND IX ADMI 44335 42988 VANGUARD ULTRA ST BND ADMR 54235 54019 VICTORY FLOATING RATE FUND CLA 85963 85254 WAL-MART STORES INC 31505 41381 YUM BRANDS INC 100429 159688 YUM CHINA HOLDINGS INC 40285 57316 Administrative Fees 13859 13859 State or Local Filing Fees 25 25 Investment Management Services 22134 22134 990-PF Estimated Tax for 2021 1900 990-PF Extension for 2020 1010 Foreign Tax Paid 282 282