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Nonprofit · EIN 61-1776451

BLUM FAMILY FOUNDATION

Tax-exempt · MEDFORD, OR 97504

Financials

$1.1M$450K2023$1.2M$475K2024$443K$456K2025
Revenue Expenses · by fiscal year end
Financials of BLUM FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$443,124$455,775-$12,651$6,242,725$0$6,242,725
December 31, 2024990-PF$1,173,591$474,881$698,710$6,159,991$0$6,159,991
December 31, 2023990-PF$1,066,968$450,456$616,512$7,336,554$1,513,831$5,822,723
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$7,500
Dividends
$5,843
Other income
$429,781

Expenses

Grants and similar amounts paid
$443,500
Disbursements for charitable purposes
$443,500
Excise tax on investment income
$81

Balance sheet and other

Total assets, start of year
$6,159,991
Total assets, end of year
$6,242,725
Total liabilities, end of year
$0
Net assets, end of year
$6,242,725
Fair market value of assets
$6,242,725
Qualifying distributions
$443,500
Net investment income
$5,843

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

Officers, directors and key employees

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

NameTitleHours / weekCompensation
JEFFREY R BLUM
85 S GREENWAY DRIVE, MEDFORD, OR 97504
President1$0
TINA L BLUM
85 S GREENWAY DRIVE, MEDFORD, OR 97504
Vice President1$0
MICHELLE ATKINSON
213 RADIAL, IRVINE, CA 92618
Secretary1$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
JEFFREY R BLUM
2168 DUNCAN DRIVE, MEDFORD, OR 97504
President1$0
TINA L BLUM
2168 DUNCAN DRIVE, MEDFORD, OR 97504
Vice President1$0
MICHELLE ATKINSON
2168 DUNCAN DRIVE, MEDFORD, OR 97504
Secretary1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
JEFFREY R BLUM
2168 DUNCAN DRIVE, MEDFORD, OR 97504
President1$0
TINA L BLUM
2168 DUNCAN DRIVE, MEDFORD, OR 97504
Vice President1$0
MICHELLE ATKINSON
2168 DUNCAN DRIVE, MEDFORD, OR 97504
Secretary1$0

Address and contacts

Address (IRS master file)
85 S GREENWAY DR, MEDFORD, OR 97504-7700
Signed the 990-PF
JEFFREY R BLUM, President
Phone
(541) 944-4471
Return prepared by
RWB AND CO

What it must file and when

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

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

IRS record

EIN
61-1776451
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
2016
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$6,242,725
Income (IRS master file)
$443,124

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$443,124$455,775$6,242,725XML
990-PFDecember 2024$1,173,591$474,881$6,159,991XML
990-PFDecember 2023$1,066,968$450,456$7,336,554XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 61-1776451).

Questions about BLUM FAMILY FOUNDATION

What is the EIN of BLUM FAMILY FOUNDATION?
The employer identification number (EIN) of BLUM FAMILY FOUNDATION is 61-1776451.
Is BLUM FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
Are donations to BLUM FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BLUM FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of BLUM FAMILY FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BLUM FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of BLUM FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does BLUM FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $443,124, expenses of $455,775 and total assets of $6,242,725 at year end.

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