MARGARET M BLOOMFIELD FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MARGARET M BLOOMFIELD FAMILY FOUNDATION (EIN 20-6156014)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-19
- IRS object ID
- 202312929349100601
- Schema version
- 2022v5.0
- 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
- Accounting Fees Schedule
- Dissolution Stmt
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Liquidation Explanation Stmt
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-19T06:28:13-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-10-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIAM | PersonFirstNm |
| Person Last | BLOOMFIELD JR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $36,815,142 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,007,997 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $993,535 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $78,824 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,061,796 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $75,273 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $216,111 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,302,932 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,068,808 | 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 | $61,781 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $30,890 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $30,891 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,448 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,224 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,224 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $118,504 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $118,504 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $18,621 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $18,621 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,529 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $857 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $672 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $220,883 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $179,096 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $41,787 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $40,131,598 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,771,473 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $40,352,481 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $179,096 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,813,260 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$39,049,549 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $889,712 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,805,015 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $165,876 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $165,876 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $77,605,369 | CorporateStockBOYAmt |
| Corporate Stock EOY | $29,964,859 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $29,964,859 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $14,827,330 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,661,193 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,661,193 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $6,273 | OtherAssetsBOYAmt |
| Other Assets EOY | $23,214 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $23,214 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $94,243,987 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,815,142 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $36,815,142 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $249,031 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $249,031 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $93,994,956 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $36,815,142 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $93,994,956 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $36,815,142 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $94,243,987 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $36,815,142 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $93,994,956 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$39,049,549 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $54,945,407 | SubtotalAmt |
| Other Decreases | $18,130,265 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $36,815,142 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| CCI CORE BOND FUND PARTNERSHIP | P | 2022-01-01 | 2022-12-31 | -$414,207 | -$414,207 | ||
| PUBLICLY TRADED SECURITIES | P | 2022-01-01 | 2022-12-31 | $489,480 | $489,480 | $5,061,796 | $4,572,316 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $75,273 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,367 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,367 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,367 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $31,055 | 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 | $31,055 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $18,688 | OverpaymentAmt |
| Applied To ES Tax | $18,688 | 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 | Yes (1) | 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 (3 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 |
| JOANNE HUNTER THRU 063022 | ||||||||
| 801 PACIFIC AVENUE | MANHATTAN BEACH | CA | 90266 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| SUSAN BLOOMFIELD FROM 063022 | ||||||||
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| CANTERBURY | ||||||
| 610 NEWPORT CENTER DRIVE SUITE 500 | NEWPORT BEACH | CA | 92660 | INVESTMENT ADVISOR | $103,418 | |
| LOEB & LOEB | ||||||
| 10100 SANTA MONICA BOULEVARD SUITE | LOS ANGELES | CA | 90067 | LEGAL FEES | $61,781 | 2200 |
| 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 | $55,811,584 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $826,018 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $56,637,602 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $56,637,602 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $849,564 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $55,788,038 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,789,402 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,789,402 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,367 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,367 | TotalTaxAmt |
| Distributable Before Adj | $2,777,035 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,777,035 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,777,035 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,813,260 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,813,260 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,777,035 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,734,054 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,813,260 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,734,054 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $79,206 | 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 | $2,697,829 | 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 (65 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AGAPE HOUSE OF PRESCOTT INC | ||||||||
| 303 E GURLEY STREET | PRESCOTT | AZ | 86301 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| ALLIANCE - BLOOMFIELD & HUNTER SCHOOLS | ||||||||
| PO BOX 86609 | LOS ANGELES | CA | 90086 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| ALLIANCE - GENERAL GIFT | ||||||||
| PO BOX 86609 | LOS ANGELES | CA | 90086 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| ALLIANCE - MENTAL HEALTH FOR SCHOLARS | ||||||||
| PO BOX 86609 | LOS ANGELES | CA | 90086 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 4221 WILSHIRE BOULEVARD SUITE 400 | LOS ANGELES | CA | 90010 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 250 WILLIAMS STREETNW | ATLANTA | GA | 30303 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 100 CORPORATE POINTE 350 | CULVER CITY | CA | 90230 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| CALIFORNIA POLICY CENTER | ||||||||
| 18002 IRVINE BOULEVARD 108 | TUSTIN | CA | 92780 | NONE | PC | GENERAL SUPPORT | $480,000 | |
| CAMPAIGN FOR COLLEGE OPPORTUNITY | ||||||||
| 1149 S HILL STREET - SUITE 925 | LOS ANGELES | CA | 90015 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| CANCER SUPPORT COMMUNITY SOUTH BAY | ||||||||
| 2601 AIRPORT DRIVE SUITE 100 | TORRANCE | CA | 90505 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| 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 | |
| CONCERN FOUNDATION | ||||||||
| 2520 LA MESA WAY | SANTA MONICA | CA | 90402 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| CONSTELLATION FUND | ||||||||
| 323 N WASHINGTON AVENUE 2ND FLOOR | MINNEAPOLIS | MN | 55401 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| CRIMINAL JUSTICE LEGAL FOUNDATION | ||||||||
| 2131 L STREET | SACRAMENTO | CA | 95816 | NONE | PC | GENERAL SUPPORT | $60,000 | |
| EDVOICE INSTITUTE - RESEARCH & EDUCATION | ||||||||
| 455 CAPITOL MALL 600 | SACRAMENTO | CA | 95814 | NONE | PC | GENERAL SUPPORT | $220,000 | |
| FOUNDATION FOR DEFENSE OF DEMOCRACIES INC | ||||||||
| PO BOX 33249 | WASHINGTON | DC | 20053 | NONE | PC | GENERAL SUPPORT | $180,000 | |
| FOUNDATION FOR LA COMMUNITY COLLEGES | ||||||||
| 770 WILSHIRE BOULEVARD 8TH FLOOR | LOS ANGELES | CA | 90017 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| FRIENDS OF CASA HOGAR - BAJA | ||||||||
| 4980 GOLDEN FOOTHILL PARKWAY 118 | EL DORADO HILLS | CA | 95762 | NONE | PC | GENERAL SUPPORT | $24,000 | |
| FRIENDS OF STREET LAWRENCE - WATTS YOUTH CENTER | ||||||||
| 10122 COMPTON AVENUE | LOS ANGELES | CA | 90002 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| FRIENDSHIP FOUNDATION | ||||||||
| 2108 VAIL AVENUE | REDONDO BEACH | CA | 90278 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| GG'S FAMILY FOUNDATION | ||||||||
| 2121 ROSECRANS AVENUE SUITE 4335 | EL SEGUNDO | CA | 90245 | NONE | PF | CAPITAL GRANT FOR ESTABLISHMENT OF NEW FOUNDATION | $36,000,000 | |
| GG'S FAMILY FOUNDATION | ||||||||
| 2121 ROSECRANS AVENUE SUITE 4335 | EL SEGUNDO | CA | 90245 | NONE | PF | CAPITAL GRANT FOR ESTABLISHMENT OF NEW FOUNDATION - NOT TAKEN AS DISTRIBUTION OF INCOME | -$36,000,000 | |
| HABITAT FOR HUMANITY | ||||||||
| 8939 ARTESIA | BELLFLOWER | CA | 90706 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| HARBOR COMMUNITY DEVELOPMENT CORP | ||||||||
| 612 WEST E STREET | WILMINGTON | CA | 90744 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| 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 | |
| KECK MEDICINE OF USC | ||||||||
| 1149 S HILL STREET - SUITE 360 | LOS ANGELES | CA | 90015 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| KIPP LA SCHOOLS | ||||||||
| 1933 S BROADWAY - 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 | |
| LA REGIONAL FOOD BANK | ||||||||
| 1734 EAST 41ST STREET | LOS ANGELES | CA | 90058 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| LOYOLA U MARYLANDDEAN'S EXCELLENCE FUND | ||||||||
| 4501 N CHARLES STREET | BALTIMORE | MD | 21210 | NONE | PC | GENERAL SUPPORT | $30,000 | |
| MANHATTAN BEACH EDUCATION FOUNDATION | ||||||||
| PO BOX 1110 | MANHATTAN BEACH | CA | 90267 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| MANHATTAN BEACH EDUCATIONAL FOUNDATION | ||||||||
| PO BOX 1110 | MANHATTAN BEACH | CA | 90267 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| MENTAL HEALTH ADVOCACY SERVICES | ||||||||
| 3255 W1LSH1RE BOULEVARD 902 | LOS ANGELES | CA | 90010 | NONE | PC | GENERAL SUPPORT | $35,000 | |
| NATIONAL ALLIANCE FOR PUBLIC CHARTER SCHOOLS | ||||||||
| 800 CONNECTICUT AVENUE NW 300 | WASHINGTON | DC | 20006 | NONE | PC | GENERAL SUPPORT | $396,973 | |
| NATIONAL PARKINSON FOUNDATION INC | ||||||||
| 200 SE 1ST STREET SUITE 800 | MIAMI | FL | 33131 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| OPEN PRIMARIES EDUCATION FUND | ||||||||
| 244 MADISON AVENUE SUITE 1106 | NEW YORK | NY | 10016 | NONE | PC | GENERAL SUPPORT | $42,500 | |
| PAINTED TURTLE | ||||||||
| 1300 4TH STREET SUITE 300 | SANTA MONICA | CA | 90401 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| PEDIATRIC THERAPY NETWORK | ||||||||
| 1815 W 213TH STREET SUITE 100 | TORRANCE | CA | 90501 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| PENINSULA EDUCATION FOUNDATION | ||||||||
| PO BOX 2632 | PALOS VERDES PENINSULA | CA | 90274 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| PEOPLE FOR COMMUNITY IMPROVEMENT | ||||||||
| 13008 S FIGUEROA STREET | LOS ANGELES | CA | 90061 | NONE | PC | GENERAL SUPPORT | $68,000 | |
| PETALUMA WILDLIFENATURAL HISTORY MUSEUM | ||||||||
| 201 FAIR STREET | PETALUMA | CA | 94952 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| PORTAL SCHOOLS | ||||||||
| 555 AVIATION BOULEVARD 180 | EL SEGUNDO | CA | 90245 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| PROVIDENCE LITTLE COMPANY OF MARY FOUNDATION | ||||||||
| 4101 TORRANCE BOULEVARD | TORRANCE | CA | 90503 | NONE | PC | GENERAL SUPPORT | $250,000 | |
| PROVIDENCE TRINITYCARE HOSPICE FOUNDATION | ||||||||
| 5315 TORRANCE BOULEVARD SUITE B1 | TORRANCE | CA | 90503 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| REGENTS OF UC (UC SAN DIEGO SETI) | ||||||||
| 9500 GILMAN DRIVE 0940 | LA JOLLA | CA | 92093 | NONE | PC | GENERAL SUPPORT | $150,000 | |
| REIGNITE HOPE | ||||||||
| 14333 S FIGUEROA | GARDENA | CA | 90248 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| RICHSTONE FAMILY CENTER | ||||||||
| 13634 CORDARY AVENUE | HAWTHORNE | CA | 90250 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| SCHOOL ON WHEELS | ||||||||
| PO BOX 23371 | VENTURA | CA | 93002 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| SOUTH BAY FAMILIES CONNECTED | ||||||||
| 1007 N SEPULVEDA BOULEVARD - PO BOX | MANHATTAN BEACH | CA | 90267 | NONE | PC | GENERAL SUPPORT | $25,000 | 1323 |
| STREET JOHN'S HEALTH FOUNDATION | ||||||||
| 2121 SANTA MONICA BOULEVARD | SANTA MONICA | CA | 90404 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| TEACH FOR AMERICA | ||||||||
| 417 LOS ANGELES LOCKBOX - PO BOX | LOS ANGELES | CA | 90074 | NONE | PC | GENERAL SUPPORT | $25,000 | 745913 |
| THE LUNDQUIST INSTITUTE | ||||||||
| 1124 WEST CARSON STREET | TORRANCE | CA | 90502 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| 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 | LOS ANGELES | CA | 90024 | NONE | PC | GENERAL SUPPORT | $20,000 | 1200 |
| UCLA FOUNDATION - STEM CELL RESEARCH | ||||||||
| PO BOX 7145 | PASADENA | CA | 91109 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| UCLA OPERATION MEND | ||||||||
| 757 WESTWOOD PLAZA SUITE 1320 | LOS ANGELES | CA | 90095 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| UCLA SCHOOL OF DENTISTRY - VENICE DENTAL CTR | ||||||||
| 10889 WILSHIRE BOULEVARD - SUITE | LOS ANGELES | CA | 90024 | NONE | PC | GENERAL SUPPORT | $50,000 | 1000 |
| UNIVERSITY OF ARIZONA FOUNDATION | ||||||||
| 1111 N CHERRY AVENUE - PO BOX | TUCSON | AZ | 85721 | NONE | PC | GENERAL SUPPORT | $25,000 | 210109 |
| V3 SPORTS | ||||||||
| 1730 NEW BRIGHTON BOULEVARD - SUITE | MINNEAPOLIS | MN | 55411 | NONE | PC | GENERAL SUPPORT | $25,000 | 104 PMB 123 |
| WE ARE BRAVENUE TOGETHER INC | ||||||||
| 6040 GROVEOAK PLACE | RANCHO PALOS VERDES | CA | 90275 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| WELLS BRING HOPE | ||||||||
| 16563 PARK LANE CIRCLE | LOS ANGELES | CA | 90049 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| WOUNDED WARRIOR PROJECT | ||||||||
| 8880 RIO SAN DIEGO DRIVE SUITE 900 | SAN DIEGO | CA | 92108 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,771,473 | 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 | $1,007,997 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $78,824 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX BENEFIT | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $216,111 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,302,932 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,302,932 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $20,448 | Amt |
| Net Investment Income | $10,224 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,224 | DisbursementsCharitablePrpsAmt |
Dissolution Stmt DissolutionStmt
Dissolution Information DissolutionInformationGrp
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) |
|---|---|---|
| Short Explanation | PUBLICLY TRADED SECURITIES | ShortExplanationTxt |
| Dissolution | $36,000,000 | DissolutionAmt |
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 | $20,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NONE | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 6/22/2023 | 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 | $1,618,055 | $1,618,055 |
| PIMCO LOW DURATION INSTL | $1,621,421 | $1,621,421 |
| PIMCO LOW DURATION INCOM | $850,384 | $850,384 |
| CCI CORE BOND FUND L.P. | $2,571,333 | $2,571,333 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (47 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADOBE INC | $129,564 | $129,564 |
| ALCON INC | $105,224 | $105,224 |
| AMERICAN FUNDS EUROPACIF | $3,901,931 | $3,901,931 |
| AMERIPRISE FINL | $155,685 | $155,685 |
| AMGEN INC. | $141,826 | $141,826 |
| ANSYS INC | $118,379 | $118,379 |
| CAPITAL ONE FC | $116,200 | $116,200 |
| CINCINNATI FINL | $107,509 | $107,509 |
| COMMERCE BANCSHARES | $83,590 | $83,590 |
| CORTEVA INC | $185,157 | $185,157 |
| CULLEN FROST BANKERS | $105,623 | $105,623 |
| DANAHER CORP | $163,233 | $163,233 |
| EQUITY LIFESTYLE PPT | $69,251 | $69,251 |
| GENERAL DYNAMICS CO | $112,890 | $112,890 |
| LENNAR CORP | $156,565 | $156,565 |
| MARTIN MARIETTA MATR | $140,258 | $140,258 |
| MEDTRONIC PLC | $77,720 | $77,720 |
| MICROCHIP TECHNOLOGY | $149,492 | $149,492 |
| MICROSOFT CORP | $194,254 | $194,254 |
| MITSUBISHI U F J FINAN F | $68,368 | $68,368 |
| PARKER-HANNIFIN CORP | $146,955 | $146,955 |
| PAYPAL HOLDINGS INCORPOR | $33,117 | $33,117 |
| PHILLIPS 66 | $97,315 | $97,315 |
| PNC FINL SERVICES | $108,979 | $108,979 |
| PROCTER & GAMBLE | $126,553 | $126,553 |
| QUALCOMM INC | $112,689 | $112,689 |
| RPM INTERNTNL | $136,430 | $136,430 |
| SONY CORP | $107,936 | $107,936 |
| THE COCA-COLA CO | $131,355 | $131,355 |
| VANGUARD RUSSELL 1000 GR | $2,806,068 | $2,806,068 |
| VANGUARD RUSSELL 3000 IN | $16,806,177 | $16,806,177 |
| XYLEM INC. | $132,684 | $132,684 |
| CONSTELLATION BRAND | $105,214 | $105,214 |
| COTERRA ENERGY INC. | $114,250 | $114,250 |
| ECOLAB INC. | $97,234 | $97,234 |
| HONEYWELL INTL INC | $139,081 | $139,081 |
| MICHELIN COMPAGNIE F | $94,452 | $94,452 |
| OSHKOSH TRUCK CORP | $77,872 | $77,872 |
| CROWN CASTLE INTL CO | $103,765 | $103,765 |
| ATMOS ENERGY CORP | $137,174 | $137,174 |
| AUTODESK INC | $112,122 | $112,122 |
| BLACKSTONE INC | $93,628 | $93,628 |
| ROYCE INTERNATIONAL PREM | $265,811 | $265,811 |
| DODGE & COX INTERNATIONA | $1,208,759 | $1,208,759 |
| MERCK & CO. INC. | $141,683 | $141,683 |
| SYSCO CORP | $100,761 | $100,761 |
| XCEL ENERGY INC | $144,076 | $144,076 |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | BLOOMFIELD FAMILY FOUNDATION TRANSFERRED ONE-HALF OF THE ASSETS TO GG'S FAMILY FOUNDATION, EIN 88-1274847 AS OF JUNE 30, 2022. A DETAILED STATEMENT OF THE FOUNDATION'S TRANSFER, ALONG WITH AN EXECUTED COPY OF AGREEMENT HAVE BEEN ATTACHED TO THIS RETURN. | ExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $61,781 | LegalFeesAmt |
| Net Investment Income | $30,890 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $30,891 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST RECEIVABLE | $6,273 | $3,693 | $3,693 |
| PREPAID EXCISE TAX | $19,521 | $19,521 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $18,130,265 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATIVE EXPENSES | $472 | $0 | $472 |
| BANK FEES | $857 | $857 | $0 |
| FILING FEES | $200 | $0 | $200 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX BENEFIT | Desc |
| Revenue And Expenses Per Books | $216,111 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $216,111 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAX | Desc |
| BOY Book Value | $249,031 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $118,504 | Amt |
| Net Investment Income | $118,504 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $18,621 | Amt |
| Net Investment Income | $18,621 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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