2023-10-19T06:28:13-05:00 2022-12-31 861065772 DELOITTE TAX LLP 695 TOWN CENTER DRIVE SUITE 1000 COSTA MESA CA 92626 990PF 2022-01-01 206156014 BLOOMFIELD FAMILY FOUNDATION BLOO 3102922484 PO BOX 2098 MANHATTAN BEACH CA 90267 WILLIAM E BLOOMFIELD JR TRUSTEE 3102922484 2023-10-19 1 WILLIAM BLOOMFIELD JR 999009999 0 JESSICA KARANTONIS P00969387 7147367100 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X X 36815142 X X 1007997 993535 78824 5061796 75273 216111 0 1302932 1068808 0 0 0 61781 30890 30891 20448 10224 10224 118504 118504 0 18621 18621 0 1529 857 672 220883 179096 41787 40131598 3771473 40352481 179096 3813260 -39049549 889712 1805015 165876 165876 77605369 29964859 29964859 14827330 6661193 6661193 6273 23214 23214 94243987 36815142 36815142 249031 0 249031 0 X 93994956 36815142 93994956 36815142 94243987 36815142 93994956 -39049549 0 54945407 18130265 36815142 CCI CORE BOND FUND PARTNERSHIP P 2022-01-01 2022-12-31 -414207 -414207 PUBLICLY TRADED SECURITIES P 2022-01-01 2022-12-31 5061796 4572316 489480 489480 75273 12367 0 12367 0 12367 31055 0 0 0 31055 X 0 18688 18688 0 0 0 0 0 0 0 0 0 0 1 1 1 CA 1 0 0 0 0 1 N/A DAVE MUCKLEY 3109200850 1561 10TH STREET MANHATTAN BEACH CA 90266 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 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 NONE 0 CANTERBURY 610 NEWPORT CENTER DRIVE SUITE 500 NEWPORT BEACH CA 92660 INVESTMENT ADVISOR 103418 LOEB & LOEB 10100 SANTA MONICA BOULEVARD SUITE 2200 LOS ANGELES CA 90067 LEGAL FEES 61781 0 0 55811584 826018 0 56637602 0 0 56637602 849564 55788038 2789402 2789402 12367 12367 2777035 0 2777035 0 2777035 3813260 0 3813260 2777035 3734054 0 0 3813260 3734054 0 0 79206 0 0 0 0 0 0 0 0 2697829 0 0 0 X AGAPE HOUSE OF PRESCOTT INC 303 E GURLEY STREET PRESCOTT AZ 86301 NONE PC GENERAL SUPPORT 10000 ALLIANCE - BLOOMFIELD & HUNTER SCHOOLS PO BOX 86609 LOS ANGELES CA 90086 NONE PC GENERAL SUPPORT 20000 ALLIANCE - GENERAL GIFT PO BOX 86609 LOS ANGELES CA 90086 NONE PC GENERAL SUPPORT 100000 ALLIANCE - MENTAL HEALTH FOR SCHOLARS PO BOX 86609 LOS ANGELES CA 90086 NONE PC GENERAL SUPPORT 50000 ALZHEIMER'S ASSOCIATION 4221 WILSHIRE BOULEVARD SUITE 400 LOS ANGELES CA 90010 NONE PC GENERAL SUPPORT 10000 AMERICAN CANCER SOCIETY 250 WILLIAMS STREETNW ATLANTA GA 30303 NONE PC GENERAL SUPPORT 10000 AMERICAN HEART ASSOCIATION 100 CORPORATE POINTE 350 CULVER CITY CA 90230 NONE PC GENERAL SUPPORT 10000 CALIFORNIA POLICY CENTER 18002 IRVINE BOULEVARD 108 TUSTIN CA 92780 NONE PC GENERAL SUPPORT 480000 CAMPAIGN FOR COLLEGE OPPORTUNITY 1149 S HILL STREET - SUITE 925 LOS ANGELES CA 90015 NONE PC GENERAL SUPPORT 20000 CANCER SUPPORT COMMUNITY SOUTH BAY 2601 AIRPORT DRIVE SUITE 100 TORRANCE CA 90505 NONE PC GENERAL SUPPORT 10000 CHILDREN'S HOSPITAL LA FOUNDATION 4650 SUNSET BOULEVARD 29 LOS ANGELES CA 90027 NONE PC GENERAL SUPPORT 50000 CITY OF HOPE 1500 E DUARTE ROAD DUARTE CA 91010 NONE PC GENERAL SUPPORT 50000 CLEAN AIR TASK FORCE 114 STATE STREET 6TH FLOOR BOSTON MA 02109 NONE PC GENERAL SUPPORT 25000 CONCERN FOUNDATION 2520 LA MESA WAY SANTA MONICA CA 90402 NONE PC GENERAL SUPPORT 50000 CONSTELLATION FUND 323 N WASHINGTON AVENUE 2ND FLOOR MINNEAPOLIS MN 55401 NONE PC GENERAL SUPPORT 25000 CRIMINAL JUSTICE LEGAL FOUNDATION 2131 L STREET SACRAMENTO CA 95816 NONE PC GENERAL SUPPORT 60000 EDVOICE INSTITUTE - RESEARCH & EDUCATION 455 CAPITOL MALL 600 SACRAMENTO CA 95814 NONE PC GENERAL SUPPORT 220000 FOUNDATION FOR DEFENSE OF DEMOCRACIES INC PO BOX 33249 WASHINGTON DC 20053 NONE PC GENERAL SUPPORT 180000 FOUNDATION FOR LA COMMUNITY COLLEGES 770 WILSHIRE BOULEVARD 8TH FLOOR LOS ANGELES CA 90017 NONE PC GENERAL SUPPORT 20000 FRIENDS OF CASA HOGAR - BAJA 4980 GOLDEN FOOTHILL PARKWAY 118 EL DORADO HILLS CA 95762 NONE PC GENERAL SUPPORT 24000 FRIENDS OF STREET LAWRENCE - WATTS YOUTH CENTER 10122 COMPTON AVENUE LOS ANGELES CA 90002 NONE PC GENERAL SUPPORT 20000 FRIENDSHIP FOUNDATION 2108 VAIL AVENUE REDONDO BEACH CA 90278 NONE PC GENERAL SUPPORT 50000 GG'S FAMILY FOUNDATION 2121 ROSECRANS AVENUE SUITE 4335 EL SEGUNDO CA 90245 NONE PF CAPITAL GRANT FOR ESTABLISHMENT OF NEW FOUNDATION 36000000 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 -36000000 HABITAT FOR HUMANITY 8939 ARTESIA BELLFLOWER CA 90706 NONE PC GENERAL SUPPORT 10000 HARBOR COMMUNITY DEVELOPMENT CORP 612 WEST E STREET WILMINGTON CA 90744 NONE PC GENERAL SUPPORT 10000 HIRSHBERG FOUNDATION 2990 S SEPULVEDA BOULEVARD - 300C LOS ANGELES CA 90064 NONE PC GENERAL SUPPORT 200000 HOMEBOY INDUSTRIES 130 WEST BRUNO STREET LOS ANGELES CA 90012 NONE PC GENERAL SUPPORT 10000 KECK MEDICINE OF USC 1149 S HILL STREET - SUITE 360 LOS ANGELES CA 90015 NONE PC GENERAL SUPPORT 10000 KIPP LA SCHOOLS 1933 S BROADWAY - SUITE 1144 LOS ANGELES CA 90007 NONE PC GENERAL SUPPORT 100000 LA HOUSING DEVELOPMENT DEPARTMENT 7843 LANKERSHIM AVENUE NORTH HOLLYWOOD LA 91605 NONE PC GENERAL SUPPORT 50000 LA REGIONAL FOOD BANK 1734 EAST 41ST STREET LOS ANGELES CA 90058 NONE PC GENERAL SUPPORT 25000 LOYOLA U MARYLANDDEAN'S EXCELLENCE FUND 4501 N CHARLES STREET BALTIMORE MD 21210 NONE PC GENERAL SUPPORT 30000 MANHATTAN BEACH EDUCATION FOUNDATION PO BOX 1110 MANHATTAN BEACH CA 90267 NONE PC GENERAL SUPPORT 25000 MANHATTAN BEACH EDUCATIONAL FOUNDATION PO BOX 1110 MANHATTAN BEACH CA 90267 NONE PC GENERAL SUPPORT 25000 MENTAL HEALTH ADVOCACY SERVICES 3255 W1LSH1RE BOULEVARD 902 LOS ANGELES CA 90010 NONE PC GENERAL SUPPORT 35000 NATIONAL ALLIANCE FOR PUBLIC CHARTER SCHOOLS 800 CONNECTICUT AVENUE NW 300 WASHINGTON DC 20006 NONE PC GENERAL SUPPORT 396973 NATIONAL PARKINSON FOUNDATION INC 200 SE 1ST STREET SUITE 800 MIAMI FL 33131 NONE PC GENERAL SUPPORT 50000 OPEN PRIMARIES EDUCATION FUND 244 MADISON AVENUE SUITE 1106 NEW YORK NY 10016 NONE PC GENERAL SUPPORT 42500 PAINTED TURTLE 1300 4TH STREET SUITE 300 SANTA MONICA CA 90401 NONE PC GENERAL SUPPORT 25000 PEDIATRIC THERAPY NETWORK 1815 W 213TH STREET SUITE 100 TORRANCE CA 90501 NONE PC GENERAL SUPPORT 25000 PENINSULA EDUCATION FOUNDATION PO BOX 2632 PALOS VERDES PENINSULA CA 90274 NONE PC GENERAL SUPPORT 10000 PEOPLE FOR COMMUNITY IMPROVEMENT 13008 S FIGUEROA STREET LOS ANGELES CA 90061 NONE PC GENERAL SUPPORT 68000 PETALUMA WILDLIFENATURAL HISTORY MUSEUM 201 FAIR STREET PETALUMA CA 94952 NONE PC GENERAL SUPPORT 10000 PORTAL SCHOOLS 555 AVIATION BOULEVARD 180 EL SEGUNDO CA 90245 NONE PC GENERAL SUPPORT 25000 PROVIDENCE LITTLE COMPANY OF MARY FOUNDATION 4101 TORRANCE BOULEVARD TORRANCE CA 90503 NONE PC GENERAL SUPPORT 250000 PROVIDENCE TRINITYCARE HOSPICE FOUNDATION 5315 TORRANCE BOULEVARD SUITE B1 TORRANCE CA 90503 NONE PC GENERAL SUPPORT 10000 REGENTS OF UC (UC SAN DIEGO SETI) 9500 GILMAN DRIVE 0940 LA JOLLA CA 92093 NONE PC GENERAL SUPPORT 150000 REIGNITE HOPE 14333 S FIGUEROA GARDENA CA 90248 NONE PC GENERAL SUPPORT 20000 RICHSTONE FAMILY CENTER 13634 CORDARY AVENUE HAWTHORNE CA 90250 NONE PC GENERAL SUPPORT 25000 SCHOOL ON WHEELS PO BOX 23371 VENTURA CA 93002 NONE PC GENERAL SUPPORT 25000 SOUTH BAY FAMILIES CONNECTED 1007 N SEPULVEDA BOULEVARD - PO BOX 1323 MANHATTAN BEACH CA 90267 NONE PC GENERAL SUPPORT 25000 STREET JOHN'S HEALTH FOUNDATION 2121 SANTA MONICA BOULEVARD SANTA MONICA CA 90404 NONE PC GENERAL SUPPORT 100000 TEACH FOR AMERICA 417 LOS ANGELES LOCKBOX - PO BOX 745913 LOS ANGELES CA 90074 NONE PC GENERAL SUPPORT 25000 THE LUNDQUIST INSTITUTE 1124 WEST CARSON STREET TORRANCE CA 90502 NONE PC GENERAL SUPPORT 10000 UCLA DEPT OF NEURO-ONCOLOGY 710 WESTWOOD PLAZA SUITE 1-230 LOS ANGELES CA 90095 NONE PC GENERAL SUPPORT 200000 UCLA FOUNDATION - PANSPANDAS 10889 WILSHIRE BOULEVARD - SUITE 1200 LOS ANGELES CA 90024 NONE PC GENERAL SUPPORT 20000 UCLA FOUNDATION - STEM CELL RESEARCH PO BOX 7145 PASADENA CA 91109 NONE PC GENERAL SUPPORT 50000 UCLA OPERATION MEND 757 WESTWOOD PLAZA SUITE 1320 LOS ANGELES CA 90095 NONE PC GENERAL SUPPORT 50000 UCLA SCHOOL OF DENTISTRY - VENICE DENTAL CTR 10889 WILSHIRE BOULEVARD - SUITE 1000 LOS ANGELES CA 90024 NONE PC GENERAL SUPPORT 50000 UNIVERSITY OF ARIZONA FOUNDATION 1111 N CHERRY AVENUE - PO BOX 210109 TUCSON AZ 85721 NONE PC GENERAL SUPPORT 25000 V3 SPORTS 1730 NEW BRIGHTON BOULEVARD - SUITE 104 PMB 123 MINNEAPOLIS MN 55411 NONE PC GENERAL SUPPORT 25000 WE ARE BRAVENUE TOGETHER INC 6040 GROVEOAK PLACE RANCHO PALOS VERDES CA 90275 NONE PC GENERAL SUPPORT 5000 WELLS BRING HOPE 16563 PARK LANE CIRCLE LOS ANGELES CA 90049 NONE PC GENERAL SUPPORT 5000 WOUNDED WARRIOR PROJECT 8880 RIO SAN DIEGO DRIVE SUITE 900 SAN DIEGO CA 92108 NONE PC GENERAL SUPPORT 25000 3771473 0 14 1007997 18 78824 EXCISE TAX BENEFIT 01 216111 0 0 1302932 0 1302932 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 20448 10224 10224 GG'S FAMILY FOUNDATION 2121 ROSECRANS AVENUE SUITE 4335 EL SEGUNDO CA 90245 PUBLICLY TRADED SECURITIES 36000000 GG'S FAMILY FOUNDATION 2121 ROSECRANS AVENUE SUITE 4335 EL SEGUNDO CA 90245 2022-06-30 36000000 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. 20000 NONE 6/22/2023 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. METROPOLITAN WEST LOW DU 1618055 1618055 PIMCO LOW DURATION INSTL 1621421 1621421 PIMCO LOW DURATION INCOM 850384 850384 CCI CORE BOND FUND L.P. 2571333 2571333 ADOBE INC 129564 129564 ALCON INC 105224 105224 AMERICAN FUNDS EUROPACIF 3901931 3901931 AMERIPRISE FINL 155685 155685 AMGEN INC. 141826 141826 ANSYS INC 118379 118379 CAPITAL ONE FC 116200 116200 CINCINNATI FINL 107509 107509 COMMERCE BANCSHARES 83590 83590 CORTEVA INC 185157 185157 CULLEN FROST BANKERS 105623 105623 DANAHER CORP 163233 163233 EQUITY LIFESTYLE PPT 69251 69251 GENERAL DYNAMICS CO 112890 112890 LENNAR CORP 156565 156565 MARTIN MARIETTA MATR 140258 140258 MEDTRONIC PLC 77720 77720 MICROCHIP TECHNOLOGY 149492 149492 MICROSOFT CORP 194254 194254 MITSUBISHI U F J FINAN F 68368 68368 PARKER-HANNIFIN CORP 146955 146955 PAYPAL HOLDINGS INCORPOR 33117 33117 PHILLIPS 66 97315 97315 PNC FINL SERVICES 108979 108979 PROCTER & GAMBLE 126553 126553 QUALCOMM INC 112689 112689 RPM INTERNTNL 136430 136430 SONY CORP 107936 107936 THE COCA-COLA CO 131355 131355 VANGUARD RUSSELL 1000 GR 2806068 2806068 VANGUARD RUSSELL 3000 IN 16806177 16806177 XYLEM INC. 132684 132684 CONSTELLATION BRAND 105214 105214 COTERRA ENERGY INC. 114250 114250 ECOLAB INC. 97234 97234 HONEYWELL INTL INC 139081 139081 MICHELIN COMPAGNIE F 94452 94452 OSHKOSH TRUCK CORP 77872 77872 CROWN CASTLE INTL CO 103765 103765 ATMOS ENERGY CORP 137174 137174 AUTODESK INC 112122 112122 BLACKSTONE INC 93628 93628 ROYCE INTERNATIONAL PREM 265811 265811 DODGE & COX INTERNATIONA 1208759 1208759 MERCK & CO. INC. 141683 141683 SYSCO CORP 100761 100761 XCEL ENERGY INC 144076 144076 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. LEGAL FEES 61781 30890 30891 ACCRUED INTEREST RECEIVABLE 6273 3693 3693 PREPAID EXCISE TAX 19521 19521 UNREALIZED LOSS 18130265 ADMINISTRATIVE EXPENSES 472 0 472 BANK FEES 857 857 0 FILING FEES 200 0 200 EXCISE TAX BENEFIT 216111 216111 DEFERRED TAX 249031 0 INVESTMENT MANAGEMENT FEES 118504 118504 0 FOREIGN TAXES 18621 18621 0