BLOOM FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BLOOM FOUNDATION INC (EIN 82-5342697)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-07
- IRS object ID
- 202423129349101512
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-07T13:13:29-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 223006104 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MADDALONI NYDICK & KEENAN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 COLUMBIA TURNPIKE | AddressLine1Txt |
| City | FLORHAM PARK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07932 | 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 | 825342697 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BLOOM FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BLOO | BusinessNameControlTxt |
| Phone | 9736822698 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 360 MT KEMBLE AVE CO BLOOM OFFICE | AddressLine1Txt |
| City | MORRISTOWN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07960 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID C BLOOM | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9736822698 | PhoneNum |
| Signature | 2024-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN NYDICK | PreparerPersonNm |
| PTIN | P00037969 | PTIN |
| Phone | 9738228080 | PhoneNum |
| Preparation | 2024-11-04 | PreparationDt |
| 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 | $10,284,704 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $708,933 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $150,289 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $136,038 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $323,546 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $323,546 | DividendsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$30,617 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $352,638 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,972,783 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $352,638 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,934 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,934 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,541,340 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $818,156 | 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 |
| Accounting Fees Rev And Expnss | $3,005 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,005 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $108,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $54,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $54,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,992 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,992 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $39,435 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $39,315 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $120 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $153,432 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $99,312 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $54,120 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $462,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $462,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $615,432 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $99,312 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $516,120 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $925,908 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $718,844 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $261,065 | CashBOYAmt |
| Cash EOY | $165,312 | CashEOYAmt |
| Cash EOYFMV | $165,312 | CashEOYFMVAmt |
| Corporate Stock BOY | $5,267,017 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,424,402 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,511,863 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,250,293 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,104,924 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,584,445 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $13,439 | OtherAssetsBOYAmt |
| Other Assets EOY | $23,084 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $23,084 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,791,814 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,717,722 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,284,704 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,791,814 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,717,722 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,791,814 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,717,722 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,791,814 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,717,722 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,791,814 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $925,908 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,717,722 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,717,722 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| BROWN ADV B G LG CAP VALUE | P | 2023-05-17 | $6,679 | $6,793 | -$114 | -$114 |
| BROWN ADV B G LG CAP VALUE | P | 2023-05-17 | $187,658 | $161,379 | $26,279 | $26,279 |
| MORGAN STANLEY (22290) S/T COVERED | P | $3,473,248 | $3,234,574 | $238,674 | $238,674 | |
| HESS MIDSTREAM LP | P | 2023-06-12 | $224,966 | $126,512 | $98,454 | $98,454 |
| NORTH HAVEN PRIVATE INCOME FUND LLC | P | $987,067 | $1,000,000 | -$12,933 | -$12,933 | |
| JEN V LP | P | $426 | $426 | $426 | ||
| JEN V LP | P | $489 | $489 | $489 | ||
| NORTH HAVEN PRIVATE INCOME FUND LLC | P | $92,250 | $90,887 | $1,363 | $1,363 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $352,638 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,992 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,992 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,992 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,400 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $16,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $13 | EsPenaltyAmt |
| Overpayment | $6,395 | OverpaymentAmt |
| Applied To ES Tax | $6,395 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLOOM OFFICE LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9736822698 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 360 MT KEMBLE AVE 1ST FLR | AddressLine1Txt |
| City | MORRISTOWN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07960 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID BLOOM | ||||||||
| 101 20TH ST THE SETAI UNIT 3307 | MIAMI | FL | 33139 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| KATE BLOOM | ||||||||
| 128 WOODS LANE | WAYNE | PA | 19087 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| SARA BLOOM | ||||||||
| 111 TUNBRIDGE CIRCLE | HAVERFORD | PA | 19041 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| PAUL SCZEPANSKI | ||||||||
| C/O BLOOM OFFICE 360 MT KEMBLE AVE | MORRISTOWN | NJ | 07960 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $5,874,431 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $193,766 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,457,946 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,526,143 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,526,143 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $142,892 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,383,251 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $469,163 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $469,163 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,992 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $1,291 | IncomeTaxAmt |
| Total Tax | $11,283 | TotalTaxAmt |
| Distributable Before Adj | $457,880 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $457,880 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $457,880 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $516,120 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $516,120 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $457,880 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $212,408 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $20,340 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $26,773 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $259,521 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $516,120 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $457,880 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $58,240 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $317,761 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $317,761 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $212,408 | ExcessFromYear3Amt |
| Excess From Year2 | $20,340 | ExcessFromYear2Amt |
| Excess From Year1 | $26,773 | ExcessFromYear1Amt |
| Excess From Current Year | $58,240 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID BLOOM | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BUCKNELL UNIVERSITY | |||||||
| 301 MARKET STREET SUITE 2 | LEWISBURG | PA | 17837 | N/A | PUBLIC CHARITY | FREEMAN COLLEGE OF MANAGEMENT | $5,000 |
| BUCKNELL UNIVERSITY | |||||||
| ONE DENT DRIVE | LEWISBURG | PA | 17837 | N/A | PUBLIC CHARITY | BUCKNELL FARM PROJECT | $50,000 |
| CHOP FOUNDATION | |||||||
| PO BOX 781352 | PHILADELPHIA | PA | 19178 | N/A | PUBLIC CHARITY | UNRESTRICTED | $25,000 |
| COMMUNITY-POLICE RELATIONS FOUNDATION | |||||||
| 1510 NE 131 STREET | NORTH MIAMI | FL | 33161 | N/A | PUBLIC CHARITY | UNRESTRICTED | $25,000 |
| DO THE RIGHT THING | |||||||
| 400 NW 2ND AVE ROOM 201-J | MIAMI | FL | 33128 | N/A | PUBLIC CHARITY | UNRESTRICTED | $30,000 |
| FAMILIES BEHIND THE BADGE CHILDREN'S FOUNDATION | |||||||
| 555 NORTH LANE SUITE 6060 | CONSHOHOCKEN | PA | 19428 | N/A | PUBLIC CHARITY | UNRESTRICTED | $8,000 |
| MIAMI BEACH K9 KNIGHTS INC | |||||||
| 300 SOUTH POINTE DRIVE STE 2601 | MIAMI BEACH | FL | 33139 | N/A | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| MIAMI BEACH POLICE ATHLETIC LEAGUE | |||||||
| 999 11TH STREET | MIAMI BEACH | FL | 33179 | N/A | PUBLIC CHARITY | UNRESTRICTED | $25,000 |
| MOUNT SINAI MEDICAL CENTER FOUNDATION | |||||||
| 4300 ALTON ROAD | MIAMI BEACH | FL | 33140 | N/A | PUBLIC CHARITY | UNRESTRICTED | $250,000 |
| POLICE OFFICERS ASSISTANCE FUND | |||||||
| 1030 NW 111TH AVE | MIAMI | FL | 33172 | N/A | PUBLIC CHARITY | UNRESTRICTED | $25,000 |
| TRAVIS MILLS FOUNDATION | |||||||
| 89 WATER ST | HALLOWELL | ME | 04347 | N/A | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| UNIVERSITY OF MIAMI - CARD | |||||||
| 5665 PONCE DELEON BLVD | MIAMI | FL | 331240725 | N/A | PUBLIC CHARITY | UNRESTRICTED | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $462,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $150,289 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $323,546 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$30,617 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531190 | BusinessCd |
| Unrelated Business Taxbl Incm | $5,934 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 01 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $352,638 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $5,934 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $795,856 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $801,790 | 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 | BLOOM FAMILY 2009 CHARITABLE LEAD ANNUITY TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 360 MT KEMBLE AVE C/O BLOOM OFFICE | AddressLine1Txt |
| City | MORRISTOWN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07960 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $708,933 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX PREPARATION | CategoryTxt |
| Amt | $3,005 | Amt |
| Net Investment Income | $3,005 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MORGAN STANLEY (PORTFOLIO) | StockNm |
| EOY Book Value | $6,424,402 | EOYBookValueAmt |
| EOYFMV | $6,511,863 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| JEN V LP | AT COST | $351,422 | $363,917 |
| CAP VIII - QUALIFIED INVESTORS | AT COST | $32,442 | $829,918 |
| CAP IX QUALIFIED INVESTORS FD | AT COST | $225,112 | $550,763 |
| JEN 6 FEEDER LP | AT COST | $776,634 | $1,077,185 |
| JEN 7 FEEDER LP | AT COST | $656,164 | $702,581 |
| BA ANCHOR NETWORK | AT COST | $63,150 | $60,081 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDENDS RECEIVABLE (FIDELITY ACCOUNT) | $250 | $0 | $0 |
| DIVIDENDS RECEIVABLE (MORGAN STANLEY) | $13,189 | $23,084 | $23,084 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $17,598 | $17,598 | $0 |
| ANNUAL FEES & REGISTRATIONS | $120 | $0 | $120 |
| FEDERAL EXCISE TAX REFUND (990-T) | -$10,129 | -$10,129 | $0 |
| JEN 6 FEEDER LP - INVESTMENT EXPENSES | $453 | $453 | $0 |
| JEN 7 FEEDER LP - INVESTMENT EXPENSES | $339 | $339 | $0 |
| BROWN ADVISORY ANCHOR NETWORK LLC - INVESTMENT EXPENSES | $437 | $437 | $0 |
| RELIANT CAP VIII NET RENTAL (INCOME) LOSSES | $18,603 | $18,603 | $0 |
| RELIANT CAP IX NET RENTAL (INCOME) LOSSES | $12,014 | $12,014 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | JEN V LP - INCOME | Desc |
| Revenue And Expenses Per Books | $5,934 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5,934 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,934 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BOOKKEEPING & ADMINISTRATION | CategoryTxt |
| Amt | $108,000 | Amt |
| Net Investment Income | $54,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $54,000 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $494 | $494 | $0 |
| FEDERAL EXCISE TAX (990-PF) | $2,498 | $2,498 | $0 |