Nonprofit · EIN 20-0499831
WALLACE AND JUNE BLUME CHARITABLE FOUNDATION
Tax-exempt · COLLEYVILLE, TX 76034
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $20,699,375 | $4,426,031 | $16,273,344 | $53,769,777 | $0 | $53,769,777 |
| September 30, 2024 | 990-PF | $11,385,168 | $3,927,210 | $7,457,958 | $37,496,433 | $0 | $37,496,433 |
| September 30, 2023 | 990-PF | $32,966,603 | $3,350,421 | $29,616,182 | $30,045,025 | $6,550 | $30,038,475 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $17,900,000
- Dividends
- $2,353,460
- Net gain from sales of assets
- $445,915
Expenses
- Grants and similar amounts paid
- $3,954,425
- Disbursements for charitable purposes
- $3,980,058
- Excise tax on investment income
- $33,216
Balance sheet and other
- Total assets, start of year
- $37,496,433
- Total assets, end of year
- $53,769,777
- Total liabilities, end of year
- $0
- Net assets, end of year
- $53,769,777
- Fair market value of assets
- $61,523,725
- Qualifying distributions
- $3,980,058
- Net investment income
- $2,799,375
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WALLACE BLUME 1305 CALDWELL CREEK DR, COLLEYVILLE, TX 76034 | PRESIDENT | 0 | $0 |
| JUNE BLUME 1305 CALDWELL CREEK DR, COLLEYVILLE, TX 76034 | VICE PRESIDE | 0 | $0 |
| JONATHAN BLUME 7008 LISMORE COURT, COLLEYVILLE, TX 76034 | SECRETARY | 0 | $0 |
| JANE JANOSKY 7008 LISMORE COURT, COLLEYVILLE, TX 76034 | TREASURER | 0 | $0 |
990-PF for the year ended September 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WALLACE BLUME 1305 CALDWELL CREEK DR, COLLEYVILLE, TX 76034 | PRESIDENT | 0 | $0 |
| JUNE BLUME 1305 CALDWELL CREEK DR, COLLEYVILLE, TX 76034 | VICE PRESIDE | 0 | $0 |
| JONATHAN BLUME 7008 LISMORE COURT, COLLEYVILLE, TX 76034 | SECRETARY | 0 | $0 |
| JANE JANOSKY 7008 LISMORE COURT, COLLEYVILLE, TX 76034 | TREASURER | 0 | $0 |
990-PF for the year ended September 30, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WALLACE BLUME 1305 CALDWELL CREEK DR, COLLEYVILLE, TX 76034 | PRESIDENT | 0 | $0 |
| JUNE BLUME 1305 CALDWELL CREEK DR, COLLEYVILLE, TX 76034 | VICE PRESIDENT | 0 | $0 |
| JONATHAN BLUME 7008 LISMORE COURT, COLLEYVILLE, TX 76034 | SECRETARY | 0 | $0 |
| JANE BLUME 7008 LISMORE COURT, COLLEYVILLE, TX 76034 | TREASURER | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1305 CALDWELL CREEK DR, COLLEYVILLE, TX 76034-6627
- In care of
- % WALLACE BLUME
- Signed the 990-PF
- JANE JANOSKY, TREASURER
- Phone
- (231) 329-0464
- Return prepared by
- GEENEN AND KOLEAN PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990-PF on file |
IRS record
- EIN
- 20-0499831
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2004
- Accounting year ends
- September
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $53,769,777
- Income (IRS master file)
- $30,380,995
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $20,699,375 | $4,426,031 | $53,769,777 | XML |
| 990-PF | September 2024 | – | – | – | IRS |
| 990-PF | September 2023 | $32,966,603 | $3,350,421 | $30,045,025 | IRS |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
| 990-PF | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-0499831).
Questions about WALLACE AND JUNE BLUME CHARITABLE FOUNDATION
- What is the EIN of WALLACE AND JUNE BLUME CHARITABLE FOUNDATION?
- The employer identification number (EIN) of WALLACE AND JUNE BLUME CHARITABLE FOUNDATION is 20-0499831.
- Is WALLACE AND JUNE BLUME CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to WALLACE AND JUNE BLUME CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WALLACE AND JUNE BLUME CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WALLACE AND JUNE BLUME CHARITABLE FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WALLACE AND JUNE BLUME CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of WALLACE AND JUNE BLUME CHARITABLE FOUNDATION?
- The 990-PF for the year ended September 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does WALLACE AND JUNE BLUME CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $20,699,375, expenses of $4,426,031 and total assets of $53,769,777 at year end.
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