MARGARET M BLOOMFIELD FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MARGARET M BLOOMFIELD FAMILY FOUNDATION (EIN 20-6156014)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-04
- IRS object ID
- 202433099349100508
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-04T04:07:12-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 695 TOWN CENTER DRIVE SUITE 1000 | AddressLine1Txt |
| City | COSTA MESA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92626 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 206156014 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLOOMFIELD FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BLOO | BusinessNameControlTxt |
| Phone | 3102922484 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2098 | AddressLine1Txt |
| City | MANHATTAN BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90267 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM E BLOOMFIELD JR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3102922484 | PhoneNum |
| Signature | 2024-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JESSICA KARANTONIS | PreparerPersonNm |
| PTIN | P00969387 | PTIN |
| Phone | 7147367100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $42,397,293 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $906,348 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $853,946 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $208,443 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,979,395 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,114,791 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $853,946 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,952 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,476 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,476 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $40,153 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $20,076 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $20,077 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $117,550 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $117,550 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $16,782 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $16,782 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $87,379 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $99 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $264,816 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $155,983 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,753 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,747,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,747,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,011,816 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $155,983 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,768,753 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$897,025 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $697,963 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $165,876 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $450,288 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $450,288 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,536,567 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,536,567 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $29,964,859 | CorporateStockBOYAmt |
| Corporate Stock EOY | $33,952,067 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $33,952,067 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,661,193 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,355,354 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,355,354 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $23,214 | OtherAssetsBOYAmt |
| Other Assets EOY | $103,017 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $103,017 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $36,815,142 | TotalAssetsBOYAmt |
| Total Assets EOY | $42,397,293 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $42,397,293 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $73,016 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $73,016 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $36,815,142 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $42,324,277 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $36,815,142 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $42,324,277 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $36,815,142 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $42,397,293 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $36,815,142 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$897,025 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,406,160 | OtherIncreasesAmt |
| Subtotal | $42,324,277 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $42,324,277 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $7,937,395 | $7,700,179 | $237,216 | $237,216 | ||
| CCI CORE BOND FUND PARTNERSHIP | P | -$482,384 | -$482,384 | 2023-01-01 | 2023-12-31 | ||
| CAPITAL GAIN DISTRIBUTION | P | $46,360 | $46,360 | 2023-01-01 | 2023-12-31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$198,808 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,702 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,702 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,702 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,688 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $18,688 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,986 | OverpaymentAmt |
| Applied To ES Tax | $8,986 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DAVE MUCKLEY | IndividualWithBooksNm |
| Phone | 3109200850 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1561 10TH STREET | AddressLine1Txt |
| City | MANHATTAN BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90266 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WILLIAM E BLOOMFIELD JR | ||||||||
| 1776 PARK AVENUE SUITE 4 BOX 365 | PARK CITY | UT | 84060 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SUSAN BLOOMFIELD | ||||||||
| 1776 PARK AVENUE SUITE 4 BOX 365 | PARK CITY | UT | 84060 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CANTERBURY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 610 NEWPORT CENTER DRIVE SUITE 500 | AddressLine1Txt |
| City | NEWPORT BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92660 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISOR | ServiceTypeTxt |
| Compensation | $62,816 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $38,553,347 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $708,544 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,625,093 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $41,886,984 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $41,886,984 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $628,305 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $41,258,679 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,062,934 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,062,934 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,702 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,702 | TotalTaxAmt |
| Distributable Before Adj | $2,053,232 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,053,232 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,053,232 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,768,753 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,768,753 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,053,232 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,697,829 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,768,753 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,697,829 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $70,924 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,982,308 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 50CAN (ECRN) | ||||||||
| 1380 MONROE STREET NW 413 | WASHINGTON | DC | 20010 | NONE | PC | GENERAL SUPPORT | $75,000 | |
| AFA NATL CHARACTERLEADERSHIP SYMPOSIUM | ||||||||
| 3116 ACADEMY DRIVE | USAF ACADEMY | CO | 80840 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| ALLIANCE - GENERAL GIFT | ||||||||
| PO BOX 86609 | LOS ANGELES | CA | 90086 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| CALIFORNIA CHARTER SCHOOLS ASSOCIATION | ||||||||
| 1107 9TH STREET SUITE 200 | SACRAMENTO | CA | 95814 | NONE | PC | GENERAL SUPPORT | $65,000 | |
| CHILDREN'S HOSPITAL LA FOUNDATION | ||||||||
| 4650 SUNSET BOULEVARD 29 | LOS ANGELES | CA | 90027 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| CITY OF HOPE | ||||||||
| 1500 E DUARTE ROAD | DUARTE | CA | 91010 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| CLEAN AIR TASK FORCE | ||||||||
| 114 STATE STREET 6TH FLOOR | BOSTON | MA | 02109 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| COMMON CAUSE EDUCATION FUND | ||||||||
| 805 FIFTEENTH STREET NW SUITE 800 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| CONCERN FOUNDATION | ||||||||
| 2520 LA MESA WAY | SANTA MONICA | CA | 90402 | NONE | PC | GENERAL SUPPORT | $110,000 | |
| CONSTELLATION FUND | ||||||||
| 323 N WASHINGTON AVENUE 2ND FLOOR | MINNEAPOLIS | MN | 55401 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| COOKIE CART | ||||||||
| 1119 W BROADWAY AVENUE | MINNEAPOLIS | MN | 55411 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| CRIMINAL JUSTICE LEGAL FOUNDATION | ||||||||
| 2131 L STREET | SACRAMENTO | CA | 95816 | NONE | PC | GENERAL SUPPORT | $60,000 | |
| EDVOICE INSTITUTE | ||||||||
| 455 CAPITOL MALL 600 | SACRAMENTO | CA | 95814 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| FOUNDATION FOR DEFENSE OF DEMOCRACIES | ||||||||
| PO BOX 33249 | WASHINGTON | DC | 20053 | NONE | PC | GENERAL SUPPORT | $180,000 | |
| FRIENDS OF CASA HOGAR BAJA | ||||||||
| 4980 GOLDEN FOOTHILL PARKWAY 118 | EL DORADO HILLS | CA | 95762 | NONE | PC | GENERAL SUPPORT | $24,000 | |
| HIRSHBERG FOUNDATION | ||||||||
| 2990 S SEPULVEDA BOULEVARD - 300C | LOS ANGELES | CA | 90064 | NONE | PC | GENERAL SUPPORT | $200,000 | |
| HOMEBOY INDUSTRIES | ||||||||
| 130 WEST BRUNO STREET | LOS ANGELES | CA | 90012 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| ISAIAH 217 HOUSE | ||||||||
| PO BOX 842 | ELIZABETHTON | TN | 37644 | NONE | PC | GENERAL SUPPORT | $12,500 | |
| JEWBELONG INC | ||||||||
| PO BOX 3013 MEMORIAL STATION | UPPER MONTCLAIR | NJ | 07043 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| KIPP SOCAL PUBLIC SCHOOLS | ||||||||
| 1933 S BROADWAY STREET SUITE 1144 | LOS ANGELES | CA | 90007 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| LA HOUSING DEVELOPMENT DEPARTMENT | ||||||||
| 7843 LANKERSHIM AVENUE | NORTH HOLLYWOOD | LA | 91605 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| LOYOLA UNIVERSITY MARYLAND | ||||||||
| 4501 N CHARLES STREET | BALTIMORE | MD | 21210 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| MENTAL HEALTH ADVOCACY SERVICES | ||||||||
| 3255 W1LSH1RE BOULEVARD 902 | LOS ANGELES | CA | 90010 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| PARKINSON'S FOUNDATION | ||||||||
| 200 SE 1ST STREET SUITE 800 | MIAMI | FL | 33131 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| PEOPLE FOR COMMUNITY IMPROVEMENT | ||||||||
| 13008 S FIGUEROA STREET | LOS ANGELES | CA | 90061 | NONE | PC | GENERAL SUPPORT | $68,000 | |
| RE-IGNITE HOPE | ||||||||
| 14333 S FIGUEROA | GARDENA | CA | 90248 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| SPECIAL KIDS THERAPY & NURSING CENTER | ||||||||
| 2132 E MAIN STREET | MURFREESBORO | TN | 37130 | NONE | PC | GENERAL SUPPORT | $12,500 | |
| ST JOHN'S HEALTH CENTER FOUNDATION | ||||||||
| 2121 SANTA MONICA BOULEVARD | SANTA MONICA | CA | 90404 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| TRAGEDY ASSIST PROGRAM FOR SURVIVORS | ||||||||
| 3033 WILSON BOULEVARD SUITE 300 | ARLINGTON | VA | 22201 | NONE | PC | GENERAL SUPPORT | $490,000 | |
| UC SAN DIEGO - SETI PROJECT | ||||||||
| 9500 GILMAN DRIVE 0352 | LA JOLLA | CA | 92093 | NONE | PC | GENERAL SUPPORT | $150,000 | |
| UCLA DEPT OF NEURO-ONCOLOGY | ||||||||
| 710 WESTWOOD PLAZA SUITE 1-230 | LOS ANGELES | CA | 90095 | NONE | PC | GENERAL SUPPORT | $200,000 | |
| UCLA FOUNDATION - PANSPANDAS | ||||||||
| 10889 WILSHIRE BOULEVARD SUITE 1200 | LOS ANGELES | CA | 90024 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| UCLA FOUNDATION - STEM CELL RESEARCH | ||||||||
| PO BOX 7145 | PASADENA | CA | 91109 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| UCLA SCHOOL OF DENTISTRY | ||||||||
| 10833 LE CONTE AVENUE | LOS ANGELES | CA | 90095 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| UNITE AMERICA INSTITUTE | ||||||||
| 1580 LINCOLN STREET 520 | DENVER | CO | 80203 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| UTAH SYMPHONY & OPERA | ||||||||
| ABRAVANEL HALL 123 WEST SOUTH | SALT LAKE CITY | UT | 84101 | NONE | PC | GENERAL SUPPORT | $25,000 | TEMPLE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,747,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $906,348 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $208,443 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,114,791 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,114,791 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GGS FAMILY FOUNDATION | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 215 | AddressLine1Txt |
| City | MANHATTAN BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90267 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $40,153 | Amt |
| Net Investment Income | $20,076 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $20,077 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GG'S FAMILY FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 ROSECRANS AVENUE SUITE 4335 | AddressLine1Txt |
| City | EL SEGUNDO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90245 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2022-06-30 | GrantDt |
| Grant | $36,000,000 | GrantAmt |
| Purpose Of Grant | THE GRANT WAS MADE TO CREATE AN ENDOWMENT TO BE USED FOR GRANT-MAKING AND OTHER CHARITABLE ACTIVITIES AS PART OF THE 2022 TRANSACTION WHEREBY GG'S FAMILY FOUNDATION WAS NEWLY CREATED USING ASSETS GRANTED BY THE BLOOMFIELD FAMILY FOUNDATION AS A CAPITAL GRANT. | PurposeOfGrantTxt |
| Expended By Grantee | $2,050,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NONE | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 6/22/23;8/26/24 | DatesOfReportsByGranteeTxt |
| Results Of Verification | TO THE KNOWLEDGE OF BLOOMFIELD FAMILY FOUNDATION, AND BASED ON THE REPORTS BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE, AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. | ResultsOfVerificationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| METROPOLITAN WEST LOW DU | $1,711,638 | $1,711,638 |
| PIMCO LOW DURATION INCOM | $915,731 | $915,731 |
| PIMCO LOW DURATION INSTL | $1,707,492 | $1,707,492 |
| VANGUARD INTERM-TERM TRE | $1,020,493 | $1,020,493 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (49 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADOBE INC | $223,725 | $223,725 |
| ALCON INC F | $112,102 | $112,102 |
| AMERICAN FUNDS EUROPACIF | $2,663,926 | $2,663,926 |
| AMERIPRISE FINL | $161,428 | $161,428 |
| AMGEN INC. | $148,330 | $148,330 |
| ANSYS INC | $141,523 | $141,523 |
| ATMOS ENERGY CORP | $122,275 | $122,275 |
| AUTODESK INC | $126,366 | $126,366 |
| BLACKSTONE INC | $140,739 | $140,739 |
| CAPITAL ONE FC | $138,987 | $138,987 |
| COMMERCE BANCSHARES | $61,101 | $61,101 |
| CONSTELLATION BRAND | $98,876 | $98,876 |
| CORTEVA INC | $145,437 | $145,437 |
| COTERRA ENERGY INC | $111,522 | $111,522 |
| CROWN CASTLE INC | $88,120 | $88,120 |
| CULLEN FROST BANKERS | $85,707 | $85,707 |
| DANAHER CORP | $130,707 | $130,707 |
| DODGE & COX INTERNATIONA | $2,662,860 | $2,662,860 |
| ECOLAB INC | $115,043 | $115,043 |
| EQUITY LIFESTYLE PPT | $86,482 | $86,482 |
| GENERAL DYNAMICS CO | $118,150 | $118,150 |
| HONEYWELL INTL INC | $123,729 | $123,729 |
| LENNAR CORP | $175,271 | $175,271 |
| MARTIN MARIETTA MATERIAL | $174,619 | $174,619 |
| MEDTRONIC PLC F | $82,380 | $82,380 |
| MERCK & CO. INC. | $130,824 | $130,824 |
| MICHELIN COMPAGNIE F | $103,270 | $103,270 |
| MICROCHIP TECHNOLOGY | $156,913 | $156,913 |
| MICROSOFT CORP | $234,273 | $234,273 |
| MITSUBISHI U F J FINAN F | $81,106 | $81,106 |
| NATIXIS VAUGHAN NELSON S | $1,067,035 | $1,067,035 |
| NATIXIS VAUGHAN NELSON S | $2,123,115 | $2,123,115 |
| OSHKOSH TRUCK CORP | $88,896 | $88,896 |
| PARKER-HANNIFIN CORP | $198,101 | $198,101 |
| PHILLIPS 66 | $117,829 | $117,829 |
| PNC FINL SERVICES | $106,847 | $106,847 |
| PROCTER & GAMBLE | $114,301 | $114,301 |
| QUALCOMM INC | $135,229 | $135,229 |
| RPM INTERNTNL | $128,375 | $128,375 |
| SONY CORP | $131,146 | $131,146 |
| SYSCO CORP | $96,385 | $96,385 |
| TELEDYNE TECHNOLOGIE | $117,821 | $117,821 |
| THE COCA-COLA CO | $118,744 | $118,744 |
| U S BANCORP | $121,747 | $121,747 |
| VANGUARD RUSSELL 1000 GR | $3,607,655 | $3,607,655 |
| VANGUARD RUSSELL 3000 IN | $16,480,755 | $16,480,755 |
| VERALTO CORP | $15,465 | $15,465 |
| XCEL ENERGY INC | $109,890 | $109,890 |
| XYLEM INC. | $126,940 | $126,940 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,536,567 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,536,567 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,952 | LegalFeesAmt |
| Net Investment Income | $1,476 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,476 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST RECEIVABLE | $3,693 | $97,659 | $97,659 |
| PREPAID EXCISE TAX | $19,521 | $5,358 | $5,358 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $200 | $0 | $200 |
| EXCISE TAX | $87,179 | $0 | $0 |
| CCI CORE BOND FUND, L.P. | $0 | $99 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $6,406,160 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERED FEDERAL EXCISE TAX | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $73,016 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $117,550 | Amt |
| Net Investment Income | $117,550 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $16,782 | Amt |
| Net Investment Income | $16,782 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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