Civic Intelligence

Walter & Adi Blum Foundation Inc

EIN 65-0008826 • Palm Beach Gardens, FL

PO Box 33598Palm Beach Gardens, FL 33420
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$10M-$25M nonprofits • Source year 2024

Net Margin

62nd percentile

14%

Higher net margin than 62% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

48th percentile

$149,740

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 15.7% of source-year revenue.

$10M-$25M nonprofits • Source year 2024

Asset Growth

39th percentile

1.2%

Faster asset growth than 39% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

56th percentile

12%

Faster revenue growth than 56% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$10,658,670

Up $130,277 (+1.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$10,658,670

Up $130,277 (+1.2%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin62nd percentile

Revenue

Up

$954,045

Up $100,472 (+12%) from 2023

Expenses

Up

$823,768

Up $36,119 (+4.6%) from 2023

Net Income

Up

$130,277

Up $64,353 (+98%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth39th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2011: $11,225,008Liabilities 2011: $02011Assets 2012: $11,106,895Liabilities 2012: $12012Assets 2013: $11,142,915Liabilities 2013: $50Net Assets 2013: $11,142,8652013Assets 2014: $11,056,038Liabilities 2014: $0Net Assets 2014: $11,056,0382014Assets 2015: $10,939,888Liabilities 2015: $02015Assets 2019: $10,584,046Liabilities 2019: $02019Assets 2020: $10,470,916Liabilities 2020: $0Net Assets 2020: $10,470,9162020Assets 2021: $10,446,781Liabilities 2021: $0Net Assets 2021: $10,446,7812021Assets 2022: $10,462,469Liabilities 2022: $0Net Assets 2022: $10,462,4692022Assets 2023: $10,528,393Liabilities 2023: $0Net Assets 2023: $10,528,3932023Assets 2024: $10,658,670Liabilities 2024: $0Net Assets 2024: $10,658,6702024

Highlighted filing

2024

Assets$10,658,670
Liabilities$0
Net Assets$10,658,670
Open 2024 Filing

Operations Trend

Revenue Growth56th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $739,909Expenses 2011: $721,122Net Income 2011: $18,7872011Revenue 2012: $668,005Expenses 2012: $785,726Net Income 2012: -$117,7212012Revenue 2013: $799,544Expenses 2013: $763,574Net Income 2013: $35,9702013Revenue 2014: $735,939Expenses 2014: $822,766Net Income 2014: -$86,8272014Revenue 2015: $720,673Expenses 2015: $836,823Net Income 2015: -$116,1502015Revenue 2019: $726,728Expenses 2019: $775,589Net Income 2019: -$48,8612019Revenue 2020: $639,811Expenses 2020: $752,941Net Income 2020: -$113,1302020Revenue 2021: $748,451Expenses 2021: $772,586Net Income 2021: -$24,1352021Revenue 2022: $813,916Expenses 2022: $798,228Net Income 2022: $15,6882022Revenue 2023: $853,573Expenses 2023: $787,649Net Income 2023: $65,9242023Revenue 2024: $954,045Expenses 2024: $823,768Net Income 2024: $130,2772024

Highlighted filing

2024

Revenue$954,045
Expenses$823,768
Net Income$130,277
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,658,670
Liabilities
$0
Net assets
$10,658,670
Revenue
$954,045
Expenses
$823,768
Net income
$130,277
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$0.95$0.82$0.13
2023Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$0.85$0.79$0.07
2022Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$0.81$0.80$0.02
2021Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$0.75$0.77$0.02
2020Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$0.64$0.75$0.11
2019Summary only. Only limited summary data is available for this year.$10.6$0.00$0.73$0.78$0.05
2015Summary only. Only limited summary data is available for this year.$10.9$0.00$0.72$0.84$0.12
2014Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$0.74$0.82$0.09
2013Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$0.80$0.76$0.04
2012Summary only. Only limited summary data is available for this year.$11.1$0.00$0.67$0.79$0.12
2011Summary only. Only limited summary data is available for this year.$11.2$0.00$0.74$0.72$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 6, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SANDRA E GAMBILLPresident, TFT$149,740-$149,740
SHAUN MURPHYSecretaryPT$90,300-$90,300
MARGARET J MURPHYDirectorPT$40,300-$40,300
Filing and Contact Details

Filer

Filer Name
Walter & Adi Blum Foundation Inc
EIN
65-0008826
Phone
5617760834
Address
PO BOX 33598, PALM BEACH GARDENS, FL 33420

Signing Officer

Name
Sandra E Gambill
Title
President, Treasurer
Phone
5617760834
Signed
2025-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Brescia Mccluskey LLC
Address
11300 US HIGHWAY 1 STE 600, PALM BEACH GARDENS, FL 33408
Preparer
Brian J Brescia CPA Cfp
Phone
5612344117
Raw XML Appendix342 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt04100
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0PROFESSIONAL FEES- ACCOUNTING
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt04100
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt02023-09-20
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt0200DB
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt0690
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt044
DepreciationSchedule/DepreciationPropertyGrp/LifeRt05.0000
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt040
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt0580
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0COMPUTER - SHAUN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CORPORATE BONDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0395586
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0402780
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt05569495
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11784645
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt09437287
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11666670
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0COMMON STOCKS & ETFS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1PREFERRED STOCKS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt02762348
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt02669781
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0569578
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0310877
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt066505
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0BROOKFIELD PROPERTY PARTNER
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1ENERGY TRANSFER LP SERIES
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt05690
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt11395
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd118
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0954045
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0954045
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt04100
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04100
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0310877
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt089838
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0190502
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0280340
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0513300
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0513300
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt040
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt044
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0569578
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0569578
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0130277
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01345432
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt066505
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt066505
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0387
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt01161
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01548
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0310877
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0742460
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt06853
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt02386
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt09237
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt07085
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt06311
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt015199
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0610378
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0204500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0823768
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0946960
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0954045
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt097078
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0204500
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0310468
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0138773
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1762926
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2132856
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01038
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1172161
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt269605
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01038
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1172161
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt269605
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0139811
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1935087
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2202461
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0310877
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt01038
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0130277
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt010658670
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt010528393
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt010658670
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0682772
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0682772
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0682772
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0693092
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt010320
IRS990PF/DistributableAmountGrp/TotalTaxAmt010320
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt09200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt010320
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt010320
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt010320
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01120
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt09200
IRS990PF/FMVAssetsEOYAmt014320273
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt036667
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt023187
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt036667
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt033892
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt010446781
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt010446781
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt029995
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt029992
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt029992
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0692979
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0395586
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0402780
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt06974704
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt07354140
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt011103957
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0624
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0690
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0110
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt066
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02687909
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02762348
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt02669781
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt08400
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt09200
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt09200
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt081612
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0211889
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0111109
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt070671
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt070671
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt010528393
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt010658670
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt014320273
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt010528393
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt010658670
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt010528393
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt010658670
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt014072938
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0122801
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt013950137
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0211094
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0693092
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt013861844
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt014072938
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt035.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt18.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt220.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0149740
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt140300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt290300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SANDRA E GAMBILL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARGARET J MURPHY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SHAUN MURPHY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT, T
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 33598
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 33598
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2101 WOODSMUIR COURT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PALM BEACH GARDENS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1PALM BEACH GARDENS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2PALM BEACH GARDENS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0334203598
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1334203598
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd233418
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0610378
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0610378
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0SHAUN MURPHY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 33598
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PALM BEACH GARDENS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0334203598
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05617760834
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.THEWALTERANDADIBLUMFOUNDATION.ORG
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0SANDRA GAMBILL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 33598
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0PALM BEACH GARDENS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd033420
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0513300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CHARITABLE CONTRIBUTIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033467
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0513300
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0108496
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0501882
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0682772
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0610378
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0574276
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0501882
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt0624
LandEtcSchedule2/LandEtcGrp/BookValueAmt066
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt0690
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0PROFESSIONAL FEES- LEGAL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0387
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01548
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01161
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT ADR FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BOOKKEEPING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3INSURANCE- LIABILITY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4POSTAGE & DELIVERY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5TELEPHONE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6WEBSITE DEVELOPMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7SUPPLIES:OFFICE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt06000
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1322
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2111
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3242
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt448
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt5130
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0219
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1965
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2332
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3727
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt4143
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0219
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt16000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21286
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3442
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4969
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5191
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6130
OtherIncomeSchedule2/OtherIncomeDetail/Desc0BROOKFIELD PROPERTY PARTNERS
OtherIncomeSchedule2/OtherIncomeDetail/Desc1ENERGY TRANSFER LP SERIES D
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt05690
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt11395
TaxesSchedule/TaxesDetail/Amt08888
TaxesSchedule/TaxesDetail/Amt16311
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES- FEDERAL
TaxesSchedule/TaxesDetail/CategoryTxt1TAXES - FOREIGN
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt06311
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SANDRA E GAMBILL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT, TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05617760834
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALTER & ADI BLUM FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0WALT
ReturnHeader/Filer/EIN0650008826
ReturnHeader/Filer/PhoneNum05617760834
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 33598
ReturnHeader/Filer/USAddress/CityNm0PALM BEACH GARDENS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033420
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0992171045
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BRESCIA MCCLUSKEY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011300 US HIGHWAY 1 STE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PALM BEACH GARDENS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033408
ReturnHeader/PreparerPersonGrp/PhoneNum05612344117
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN J BRESCIA CPA CFP
ReturnHeader/ReturnTs02025-05-06T10:40:56-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.