MARGARET M BLOOMFIELD FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
MARGARET M BLOOMFIELD FAMILY FOUNDATION (EIN 20-6156014)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-10
IRS object ID
202513149349100006
Schema version
2024v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-10T00:54:24-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN861065772PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DELOITTE TAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1695 TOWN CENTER DRIVE SUITE 1000AddressLine1Txt
CityCOSTA MESACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92626ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN206156014EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BLOOMFIELD FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBLOOBusinessNameControlTxt
Phone3102922484PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2098AddressLine1Txt
CityMANHATTAN BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90267ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM E BLOOMFIELD JRPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3102922484PhoneNum
Signature2025-11-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJESSICA KARANTONISPreparerPersonNm
PTINP00969387PTIN
Phone7147367100PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$46,179,898FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$782,632DividendsRevAndExpnssAmt
Dividends Net Invst Incm$805,397DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,493,749NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$19,807,471GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,537,479CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$3,276,381TotalRevAndExpnssAmt
Total Net Invst Incm$3,342,876TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$33,538AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$16,769AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$16,769AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$79,742OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$79,742OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$106,677TaxesRevAndExpnssAmt
Taxes Net Invst Incm$26,297TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$200OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$200OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$220,157TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$122,808TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$16,969TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,379,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,379,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,599,157TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$122,808TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,395,969TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$677,224ExcessRevenueOverExpensesAmt
Net Investment Income$3,220,068NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$450,288SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$568,559SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$568,559SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$2,536,567USGovernmentObligationsBOYAmt
US Government Obligations EOY$7,932,570USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$7,932,570USGovtObligationsEOYFMVAmt
Corporate Stock BOY$33,952,067CorporateStockBOYAmt
Corporate Stock EOY$37,550,770CorporateStockEOYAmt
Corporate Stock EOYFMV$37,550,770CorporateStockEOYFMVAmt
Corporate Bonds BOY$5,355,354CorporateBondsBOYAmt
Corporate Bonds EOY$0CorporateBondsEOYAmt
Corporate Bonds EOYFMV$0CorporateBondsEOYFMVAmt
Other Assets BOY$103,017OtherAssetsBOYAmt
Other Assets EOY$127,999OtherAssetsEOYAmt
Other Assets EOYFMV$127,999OtherAssetsEOYFMVAmt
Total Assets BOY$42,397,293TotalAssetsBOYAmt
Total Assets EOY$46,179,898TotalAssetsEOYAmt
Total Assets EOYFMV$46,179,898TotalAssetsEOYFMVAmt
Other Liabilities BOY$73,016OtherLiabilitiesBOYAmt
Other Liabilities EOY$114,323OtherLiabilitiesEOYAmt
Total Liabilities BOY$73,016TotalLiabilitiesBOYAmt
Total Liabilities EOY$114,323TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$42,324,277NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$46,065,575NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$42,324,277TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$46,065,575TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$42,397,293TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$46,179,898TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$42,324,277TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$677,224ExcessRevenueOverExpensesAmt
Other Increases$3,064,074OtherIncreasesAmt
Subtotal$46,065,575SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$46,065,575TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDtSoldSoldDt
PUBLICLY TRADED SECURITIESP$17,123,615$14,720,589$2,403,026$2,403,026
CAPITAL GAIN DISTRIBUTIONP$134,453$134,4532024-01-012024-12-31
FieldValueIRS element (for citing)
Capital Gain Net Income$2,537,479CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$44,759InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$44,759SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$44,759TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$43,986EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$12,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$55,986TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$776EsPenaltyAmt
Overpayment$10,451OverpaymentAmt
Applied To ES Tax$10,451AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDAVE MUCKLEYIndividualWithBooksNm
Phone3109200850PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11561 10TH STREETAddressLine1Txt
CityMANHATTAN BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90266ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WILLIAM E BLOOMFIELD JR
1776 PARK AVENUE SUITE 4 BOX 365PARK CITYUT84060TRUSTEE1.00$0$0$0
SUSAN BLOOMFIELD
1776 PARK AVENUE SUITE 4 BOX 365PARK CITYUT84060CO-TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CANTERBURYBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1610 NEWPORT CENTER DRIVE SUITE 500AddressLine1Txt
CityNEWPORT BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92660ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT ADVISORServiceTypeTxt
Compensation$79,742CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$44,626,886AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$547,848AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$127,999FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$45,302,733TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$45,302,733AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$679,541CashDeemedCharitableAmt
Net Vl Noncharitable Assets$44,623,192NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,231,160MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,231,160MinimumInvestmentReturnAmt
Tax Based On Investment Income$44,759TaxBasedOnInvestmentIncomeAmt
Total Tax$44,759TotalTaxAmt
Distributable Before Adj$2,186,401DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,186,401DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,186,401DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,395,969ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,395,969QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,186,401DistributableAsAdjustedAmt
Undistributed Income PY$1,982,308UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$2,395,969QualifyingDistributionsAmt
Applied To Year1$1,982,308AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$413,661AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$1,772,740UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
50CAN (ECRN)
1380 MONROE STREET NW 413WASHINGTONDC20010NONEPCGENERAL SUPPORT$75,000
AGAPE HOUSE OF PRESCOTT
303 E GURLEY STREETPRESCOTTAZ86301NONEPCGENERAL SUPPORT$10,000
CALIFORNIA POLICY CENTER
18002 IRVINE BOULEVARD 108TUSTINCA92780NONEPCGENERAL SUPPORT$100,000
COMMON CAUSE EDUCATION FUND
805 FIFTEENTH STREET NW SUITE 800WASHINGTONDC20005NONEPCGENERAL SUPPORT$50,000
CONSTELLATION FUND
323 N WASHINGTON AVENUE 2ND FLOORMINNEAPOLISMN55401NONEPCGENERAL SUPPORT$25,000
CRIMINAL JUSTICE LEGAL FOUNDATION
2131 L STREETSACRAMENTOCA95816NONEPCGENERAL SUPPORT$60,000
EDVOICE INSTITUTE
1017 L STREET - SUITE 244SACRAMENTOCA95814NONEPCGENERAL SUPPORT$250,000
FOUNDATION FOR DEFENSE OF DEMOCRACIES
1800 M STREET NW 800SWASHINGTONDC20036NONEPCGENERAL SUPPORT$180,000
FRIENDS OF CASA HOGAR BAJA
4331 GREENVIEW DRIVEEL DORADO HILLSCA95762NONEPCGENERAL SUPPORT$24,000
HIRSHBERG FOUNDATION
2990 S SEPULVEDA BOULEVARD - 300CLOS ANGELESCA90064NONEPCGENERAL SUPPORT$10,000
MANHATTAN BEACH ROTARY FOUNDATION
PO BOX 691MANHATTAN BEACHCA90266NONEPCGENERAL SUPPORT$10,000
MANHATTAN BEACH SAFE
1007 N SEPULVEDA 2282MANHATTAN BEACHCA90267NONEPCGENERAL SUPPORT$10,000
MENTAL HEALTH ADVOCACY SERVICES
801 NORTH BRAND BOULEVARD SUITE 240GLENDALECA91203NONEPCGENERAL SUPPORT$40,000
MY FRIEND'S PLACE
PO BOX 3867HOLLYWOODCA90078NONEPCGENERAL SUPPORT$25,000
NATIONAL ACTION NETWORKORANGE COUNTY
1133 CAMELBACK STREET 8656NEWPORT BEACHCA92658NONEPCGENERAL SUPPORT$250,000
OPEN PRIMARIES EDUCATION FUND
244 MADISON AVENUE SUITE 1106NEW YORKNY10016NONEPCGENERAL SUPPORT$100,000
PEOPLE FOR COMMUNITY IMPROVEMENT
PO BOX 1636GARDENACA90249NONEPCGENERAL SUPPORT$68,000
PETALUMA NATURAL HISTORY MUSEUM
201 FAIR STREETPETALUMACA94952NONEPCGENERAL SUPPORT$10,000
SUMMIT COUNTY CLUBHOUSE
6304 HIGHLAND DRIVEPARK CITYUT84098NONEPCGENERAL SUPPORT$70,000
TEAM RUBICON
5230 PACIFIC CONCOURSE DRIVE -LOS ANGELESCA90045NONEPCGENERAL SUPPORT$10,000SUITE 200
TRAGEDY ASSIST PROGRAM FOR SURVIVORS
3033 WILSON BOULEVARD SUITE 300ARLINGTONVA22201NONEPCGENERAL SUPPORT$325,000
UC SAN FRANCISCO FOUNDATION
UCSF BOX 0248SAN FRANCISCOCA94143NONEPCGENERAL SUPPORT$572,000
UCLA FOUNDATION - PANSPANDAS
10889 WILSHIRE BOULEVARD SUITE 1200LOS ANGELESCA90024NONEPCGENERAL SUPPORT$20,000
UNITE AMERICA INSTITUTE
1660 LINCOLN STREET 1550DENVERCO80264NONEPCGENERAL SUPPORT$25,000
UTAH SYMPHONY & OPERA
ABRAVANEL HALL 123 WEST SOUTHSALT LAKE CITYUT84101NONEPCGENERAL SUPPORT$25,000TEMPLE
V3 SPORTS
701 PLYMOUTH AVENUE NMINNEAPOLISMN55411NONEPCGENERAL SUPPORT$25,000
WELLS BRING HOPE
16563 PARK LANE CIRCLELOS ANGELESCA90049NONEPCGENERAL SUPPORT$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,379,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$782,632ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,493,749ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$3,276,381ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,276,381TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$33,538Amt
Net Investment Income$16,769NetInvestmentIncomeAmt
Disbursements Charitable Prps$16,769DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GG'S FAMILY FOUNDATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12121 ROSECRANS AVENUE SUITE 4335AddressLine1Txt
CityEL SEGUNDOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90245ZIPCd
FieldValueIRS element (for citing)
Grant2022-06-30GrantDt
Grant$36,000,000GrantAmt
Purpose Of GrantTHE 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$4,140,000ExpendedByGranteeAmt
Any Diversion By GranteeNONEAnyDiversionByGranteeTxt
Dates Of Reports By Grantee6/22/23;8/26/24;07/21/2025DatesOfReportsByGranteeTxt
Results Of VerificationTO 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 Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (52 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ADOBE INC$103,610$103,610
ALCON INC F$70,459$70,459
AMERICAN FUNDS EUROPACIF$2,239,103$2,239,103
AMERICAN INTL GROUP INC$76,076$76,076
AMERICAN WTR WKS CO INC$68,843$68,843
AMERIPRISE FINL INC$141,094$141,094
AMGEN INC.$78,713$78,713
ANSYS INC$98,163$98,163
ATMOS ENERGY CORP$95,678$95,678
BLACKSTONE INC$90,003$90,003
CAPITAL ONE FC$120,188$120,188
COMMERCE BANCSHARES$41,436$41,436
CONSTELLATION BRAND$55,913$55,913
CORTEVA INC$109,648$109,648
COTERRA ENERGY INC$70,874$70,874
CULLEN FROST BANKERS$65,917$65,917
DANAHER CORP$79,654$79,654
DODGE & COX INTERNATIONA$2,299,166$2,299,166
ECOLAB INC$87,167$87,167
EQUITY LIFESTYLE PPTYS I$58,075$58,075
FRANKLIN FTSE INDIA ETF$843,844$843,844
GENERAL DYNAMICS CO$69,034$69,034
HONEYWELL INTL INC$83,805$83,805
INVSC S P 500 EQUAL$2,283,422$2,283,422
LENNAR CORP$107,323$107,323
LOWES COS INC$80,210$80,210
MARTIN MARIETTA MATERIAL$97,619$97,619
MEDTRONIC PLC F$52,242$52,242
MERCK & CO. INC.$72,720$72,720
MICHELIN COMPAGNIE F$57,808$57,808
MICROCHIP TECHNOLOGY$61,594$61,594
MICROSOFT CORP$134,880$134,880
MITSUBISHI U F J FINAN F$66,863$66,863
NATIXIS VAUGHAN NELSON S$2,210,022$2,210,022
NATIXIS VAUGHAN NELSON S$1,120,904$1,120,904
OSHKOSH CORP$48,010$48,010
PARKER-HANNIFIN CORP$172,364$172,364
PNC FINL SERVICES$79,454$79,454
PROCTER & GAMBLE$76,448$76,448
QUALCOMM INC$83,262$83,262
RPM INTERNTNL$89,219$89,219
SONY GROUP CORP F$96,278$96,278
TELEDYNE TECHNOLOGIE$79,366$79,366
THE COCA-COLA CO$74,712$74,712
TOTALENERGIES SE F$62,566$62,566
U S BANCORP DEL$93,795$93,795
VANGUARD RUSSELL 1000 GR$6,337,035$6,337,035
VANGUARD RUSSELL 3000 IN$15,812,168$15,812,168
VERIZON COMMUNICATIONS I$75,821$75,821
WISDOMTREE INDIA$828,758$828,758
XCEL ENERGY INC$73,799$73,799
XYLEM INC.$75,645$75,645

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$7,932,570USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$7,932,570USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ACCRUED INTEREST RECEIVABLE$97,659$126,714$126,714
PREPAID EXCISE TAX$5,358$1,285$1,285

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFILING FEESDesc
Revenue And Expenses Per Books$200RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$200DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINDesc
Amt$3,064,074Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDEFERED FEDERAL EXCISE TAXDesc
BOY Book Value$73,016BOYBookValueAmt
EOY Book Value$114,323EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$79,742Amt
Net Investment Income$79,742NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$26,297$26,297$0
EXCISE TAX$80,380$0$0

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