The Richard and Carolyn Blum
The Richard and Carolyn Blum is a private foundation, based in Verona, WI. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $11K in total assets. In 2025, it awarded 1 grant totaling $26K.
The Richard and Carolyn Blum at a glance
In short: The Richard and Carolyn Blum gave $26K across 1 grant in 2025 (avg $26K), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $25,950
- +3.8% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $25,950
- +3.8% vs 2024
- Median grant
- $25,950
- Total assets
- $10,794
- +0.3% vs 2024
- Primary geography
- Wisconsin (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Richard and Carolyn Blum funds
How this funder distributes its grants
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How The Richard and Carolyn Blum gives
- Giving held roughly steady from 2022 to 2025 (+8%). Method
- In 2025 it paid out 96% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $21K (2019) to $26K (2023). In 2025 it made 1 grant totaling $26K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Various Verona, WI | Unrestricted General Fund | $25,950 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Distributable Amount |
|---|---|---|---|---|---|---|---|
| 2025 | $10,794 | $26,015 | $25,987 | $25,950 | 1 | $25,987 | $27,143 |
| 2024 | $10,766 | $26,256 | $26,256 | $25,000 | 1 | $25,540 | $26,549 |
| 2023 | $10,766 | $25,711 | $26,515 | $26,000 | 1 | $26,500 | $25,695 |
| 2022 | $11,570 | $24,571 | $24,567 | $24,092 | 1 | $24,567 | $26,247 |
| 2021 | $11,566 | $23,702 | $23,674 | $23,204 | 1 | $23,674 | $24,603 |
| 2020 | $11,538 | $23,250 | $23,265 | $22,800 | 1 | — | $23,700 |
| 2019 | $11,553 | $21,674 | $21,715 | $21,275 | 1 | — | $23,168 |
Under IRS private-foundation payout rules, The Richard and Carolyn Blum reported a distributable amount of $27K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Richard and Carolyn Blum's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Jennifer Stacy
Trustee
On filings since 2019
No compensation reported
Karen Spencer
Trustee
On filings since 2019
No compensation reported
Richard Blum
Trustee
On filings since 2019
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Richard and Carolyn Blum
How much does The Richard and Carolyn Blum give each year?
The Richard and Carolyn Blum gave $26K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $25K across 1 grant.
How large is The Richard and Carolyn Blum?
The Richard and Carolyn Blum reported $11K in total assets on its 2025 IRS Form 990-PF. It paid out $26K in qualifying distributions that year, against a required minimum of $27K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does The Richard and Carolyn Blum operate?
The Richard and Carolyn Blum has awarded grants in Wisconsin.
What is The Richard and Carolyn Blum's EIN?
The Richard and Carolyn Blum's EIN (Employer Identification Number) is 36-7391886. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS June 22, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 7, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 13, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS June 19, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 12, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
- IRS filings on file for fiscal years 2019–2024
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