BLOOMER FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- BLOOMER FAMILY FOUNDATION (EIN 84-3953114)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202621349349101532
- Schema version
- 2025v4.0
- 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
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T11:01:18-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 460454087 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DORSEY & WHITNEY TRUST COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 E 8TH ST STE 319 | AddressLine1Txt |
| City | SIOUX FALLS | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 571037031 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 843953114 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLOOMER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BLOO | BusinessNameControlTxt |
| Phone | 6128687693 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 E 8TH ST STE 319 | AddressLine1Txt |
| City | SIOUX FALLS | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 571037031 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM S BLOOMER III | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6128687693 | PhoneNum |
| Signature | 2026-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW C MCMILLEN | PreparerPersonNm |
| PTIN | P01212096 | PTIN |
| Phone | 6053366832 | PhoneNum |
| Preparation | 2026-05-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,786,077 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $6,141 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $77,903 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $77,903 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $29,027 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $247,404 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $29,027 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $113,071 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $106,930 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $11,284 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,514 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,771 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,841 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,852 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,150 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,366 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,796 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $211,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $211,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $231,150 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,366 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $217,796 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$118,079 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $100,564 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $48,354 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $95,537 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $95,537 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $1,831,407 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,665,981 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,216,147 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $492,519 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $492,519 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $474,393 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,372,280 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,254,037 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,786,077 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,372,280 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,254,037 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,372,280 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,254,037 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,372,280 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,254,037 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,372,280 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$118,079 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,254,201 | SubtotalAmt |
| Other Decreases | $164 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,254,037 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 4364.09 OAKTREE EMERG MRKTS EQ-I | 2024-11-08 | 2025-01-30 | $32,818 | $35,000 | -$2,182 | -$2,182 |
| 5609.314 OAKTREE EMERG MRKTS EQ-I | 2023-05-12 | 2025-01-30 | $42,182 | $42,294 | -$112 | -$112 |
| 166. ISHARES CORE S&P 500 ETF | 2023-12-05 | 2025-01-30 | $100,291 | $76,087 | $24,204 | $24,204 |
| 200. ISHARES CORE S&P SMALL-CAP E | 2024-11-08 | 2025-01-30 | $23,889 | $24,899 | -$1,010 | -$1,010 |
| 10. ISHARES CORE S&P SMALL-CAP E | 2023-12-05 | 2025-01-30 | $1,194 | $990 | $204 | $204 |
| 564. ISHARES CORE MSCI EAFE ETF | 2025-06-04 | $47,030 | $39,107 | $7,923 | $7,923 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $29,027 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,398 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,398 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,398 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,908 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,908 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,510 | OverpaymentAmt |
| Applied To ES Tax | $2,510 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DORSEY & WHITNEY TRUST COMPANY LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6053366832 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 E 8TH ST STE 319 | AddressLine1Txt |
| City | SIOUX FALLS | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 571037031 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| William S Bloomer III | ||||||
| 401 E 8th St Ste 319 | Sioux Falls | SD | 57103 | President & Treasurer | 1 | $0 |
| Geraldine A Bloomer | ||||||
| 401 E 8th St Ste 319 | Sioux Falls | SD | 57103 | Officer | 1 | $0 |
| Kimberly A Giangrasso | ||||||
| 401 E 8th St Ste 319 | Sioux Falls | SD | 57103 | Officer | 1 | $0 |
| Charles W Bloomer | ||||||
| 401 E 8th St Ste 319 | Sioux Falls | SD | 57103 | Officer | 1 | $0 |
| Christopher K Bloomer | ||||||
| 401 E 8th St Ste 319 | Sioux Falls | SD | 57103 | Officer | 1 | $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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,200,791 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $73,276 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,274,067 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,274,067 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $49,111 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,224,956 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $161,248 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $161,248 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,398 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,398 | TotalTaxAmt |
| Distributable Before Adj | $159,850 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $159,850 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $159,850 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $217,796 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $217,796 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $159,850 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $22,323 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $216 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $42,883 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $36,060 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $53,094 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $154,576 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $217,796 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $159,850 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $57,946 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $212,522 | 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 | $22,323 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $190,199 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $216 | ExcessFromYear4Amt |
| Excess From Year3 | $42,883 | ExcessFromYear3Amt |
| Excess From Year2 | $36,060 | ExcessFromYear2Amt |
| Excess From Year1 | $53,094 | ExcessFromYear1Amt |
| Excess From Current Year | $57,946 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM S BLOOMER III GERALDINE A | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| TUNNEL TO TOWERS FOUNDATION | ||||||||
| 2361 HYLAN BLVD | Staten Island | NY | 10306 | N/A | PC | GENERAL OPERATING FUND | $5,000 | |
| THE TRUSTEES OF RESERVATIONS | ||||||||
| 200 HIGH STREET 4TH FLOOR | Boston | MA | 02110 | N/A | PC | GENERAL OPERATING FUND | $1,000 | |
| DANA-FARBER CANCER INSTITUTE INC | ||||||||
| 450 BROOKLINE AVENUE | Boston | MA | 02215 | N/A | PC | GENERAL OPERATING FUND | $5,000 | |
| ROSIE'S PLACE | ||||||||
| 889 HARRISON AVENUE | Boston | MA | 02118 | N/A | PC | GENERAL OPERATING FUND | $4,000 | |
| CRADLES TO CRAYONS INC | ||||||||
| 281 NEWTONVILLE AVENUE | NEWTONVILLE | MA | 02460 | N/A | PC | GEAR UP FOR WINTER | $2,500 | |
| WOUNDED WARRIOR PROJECT | ||||||||
| PO BOX 758516 | Topeka | KS | 666758516 | N/A | PC | GENERAL OPERATING FUND | $3,000 | |
| FAITHS LODGE | ||||||||
| 8301 GOLDEN VALLEY RD SUITE 210 | Golden Valley | MN | 55427 | N/A | PC | GENERAL OPERATING FUND | $1,000 | |
| NAVAL POSTGRADUATE SCHOOL FOUNDATION | ||||||||
| PO BOX 8626 | Monterey | CA | 93943 | N/A | PC | GENERAL OPERATING FUND | $10,000 | |
| FRIENDS OF KENYAN ORPHANS | ||||||||
| 18640 MACK AVE 1294 | Grosse Pointe | MI | 48236 | N/A | PC | GENERAL OPERATING FUND | $2,500 | |
| FEEDING AMERICA | ||||||||
| 161 NORTH CLARK STREET SUITE 700 | CHICAGO | IL | 60601 | N/A | PC | GENERAL OPERATING FUND | $3,000 | |
| GERALD R FORD FOUNDATION | ||||||||
| 303 PEARL ST NW | GRAND RAPIDS | MI | 49504 | N/A | PC | GENERAL OPERATING FUND | $1,000 | |
| WHITEFISH LAKE PROPERTY OWNER | ||||||||
| PO BOX 135 | Stone Lake | WI | 54876 | N/A | PC | GENERAL OPERATING FUND | $1,000 | ASSOCIATION |
| HAZELDEN BETTY FORD FOUNDATION | ||||||||
| PO BOX 11 | CENTER CITY | MN | 550120011 | N/A | PC | GENERAL OPERATING FUND | $5,500 | |
| HAMMER RESIDENCES INC | ||||||||
| 1909 WAYZATA BLVD | WAYZATA | MN | 55391 | N/A | PC | GENERAL OPERATING FUND | $3,000 | |
| MINNESOTA PUBLIC RADIO | ||||||||
| KLING MEDIA CENTER 480 CEDAR STREET | ST PAUL | MN | 55101 | N/A | PC | THE CURRENT RADIO STATION | $500 | |
| GILLETTE CHILDREN'S HOSPITAL FOUNDATION | ||||||||
| 200 EAST UNIVERSITY AVENUE | ST PAUL | MN | 55101 | N/A | PC | GENERAL OPERATING FUND | $20,000 | |
| RONALD MCDONALD HOUSE CHARITIES | ||||||||
| 818 FULTON STREET SE | MINNEAPOLIS | MN | 55414 | N/A | PC | GENERAL OPERATING FUND | $2,000 | UPPER MIDWEST |
| CHILDRENS CANCER RESEARCH FUND | ||||||||
| 1650 W 82ND ST SUITE 400 | MINNEAPOLIS | MN | 55431 | N/A | PC | GENERAL OPERATING FUND | $20,000 | |
| ORONO FOUNDATION FOR EDUCATION | ||||||||
| PO BOX 211 | LONG LAKE | MN | 55356 | N/A | PC | GENERAL OPERATING FUND | $4,000 | |
| MAYO CLINIC | ||||||||
| 200 FIRST ST SW | ROCHESTER | MN | 55902 | N/A | PC | POVERELLO FUND | $20,000 | |
| WELLESLEY THEATRE PROJECT INC | ||||||||
| 219 WASHINGTON STREET | WELLESLEY | MA | 02481 | N/A | PC | GENERAL OPERATING FUND | $1,000 | |
| NORTHSIDE BOXING CLUB | ||||||||
| PO BOX 46500 | Plymouth | MN | 55446 | N/A | POF | GENERAL OPERATING FUND | $3,000 | |
| AMERICAN RED CROSS | ||||||||
| 431 18TH ST NW | WASHINGTON | DC | 20006 | N/A | PC | GENERAL OPERATING FUND | $10,000 | |
| SAINT MARY OF THE ASSUMPTION | ||||||||
| 1505 WHITE PINE CANYON RD | Park City | UT | 84060 | N/A | PC | GENERAL OPERATING FUND | $1,000 | CATHOLIC CHURCH |
| THE SALVATION ARMY | ||||||||
| 832 FOLSOM STREET | San Francisco | CA | 94107 | N/A | PC | GENERAL OPERATING FUND | $5,000 | |
| FRIENDS OF LOWER HAY LAKE INC | ||||||||
| 6189 DRIFTWOOD LN | Pine River | MN | 56474 | N/A | PC | GENERAL OPERATING FUND | $1,500 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | N/A | PC | GENERAL OPERATING FUND | $20,000 | |
| PARK CITY EDUCATION FOUNDATION | ||||||||
| PO BOX 681422 | Park City | UT | 84068 | N/A | PC | GENERAL OPERATING FUND | $2,500 | |
| NORTH STAR COMMUNITY ROWING | ||||||||
| PO BOX 582415 | Minneapolis | MN | 55401 | N/A | PC | GENERAL OPERATING FUND | $1,500 | |
| LIVE LIKE SAM FOUNDATION | ||||||||
| 6300 N SAGEWOOD DR H665 | Park City | UT | 84098 | N/A | PC | GENERAL OPERATING FUND | $1,500 | |
| KIMBALL ART CENTER | ||||||||
| PO BOX 1478 | Park City | UT | 84060 | N/A | PC | GENERAL OPERATING FUND | $2,000 | |
| UTAH OPEN LANDS CONSERVATION ASSOCIATION | ||||||||
| 1488 S MAIN ST | Salt Lake City | UT | 84115 | N/A | PC | GENERAL OPERATING FUND | $2,000 | |
| CHRISTIAN CENTER OF PARK CITY | ||||||||
| PO BOX 683480 | PARK CITY | UT | 84068 | N/A | PC | GENERAL OPERATING FUND | $1,500 | |
| MOUNTAIN TOWN MUSIC | ||||||||
| 2265 MONARCH DR | Park City | UT | 84060 | N/A | PC | GENERAL OPERATING FUND | $500 | |
| UTAH STATE UNIVERSITY | ||||||||
| 1590 OLD MAIN HIL | Logan | UT | 84322 | N/A | PC | SWANER PRESERVE & ECOCENTER | $1,500 | |
| COMMUNITY HOSPITAL OF THE MONTEREY | ||||||||
| PO BOX HH | Monterey | CA | 93940 | N/A | PC | GENERAL OPERATING FUND | $25,000 | PENINSULA |
| SPCA MONTEREY COUNTY | ||||||||
| PO BOX 3058 | Monterey | CA | 93942 | N/A | PC | GENERAL OPERATING FUND | $3,000 | |
| BIG SUR LAND TRUST | ||||||||
| PO BOX 4071 | Monterey | CA | 93942 | N/A | PC | GENERAL OPERATING FUND | $5,000 | |
| POINT LOBOS FOUNDATION | ||||||||
| PO BOX 221789 | Carmel | CA | 93922 | N/A | PC | GENERAL OPERATING FUND | $3,000 | |
| PARK CITY HISTORICAL SOCIETY INC | ||||||||
| PO BOX 555 | Park City | UT | 84060 | N/A | PC | FRIENDS OF SKI MOUNTAIN | $1,000 | |
| NATIONAL ABILITY CENTER | ||||||||
| 1000 ABILITY WAY | PARK CITY | UT | 84068 | N/A | PC | GENERAL OPERATING FUND | $1,500 | |
| CORPUS CHRISTI CHURCH | ||||||||
| 880 TOYOPA DR | Pacific Palisades | CA | 90272 | N/A | PC | GENERAL OPERATING FUND | $1,000 | |
| PROSTATE CANCER FOUNDATION | ||||||||
| 1250 4TH ST | Santa Monica | CA | 904011366 | N/A | PC | GENERAL OPERATING FUND | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $211,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $77,903 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $29,027 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $106,930 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $106,930 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 Person | WILLIAM AND GERALDINE BLOOMER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 E 8th Street Suite 319 | AddressLine1Txt |
| City | Sioux Falls | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 57103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $6,141 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $288,323 | FairMarketValueAmt |
| Received | 2025-12-02 | ReceivedDt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD SHORT-TERM TREASURY E | $270,835 | $271,744 |
| VANGUARD TOTAL BOND MARKET IND | $221,684 | $202,649 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES CORE S&P 500 ETF | $637,786 | $1,564,403 |
| ISHARES CORE S&P MID-CAP ETF | $98,846 | $125,004 |
| ISHARES CORE S&P SMALL-CAP ETF | $72,890 | $94,941 |
| ARTISAN DEVELOPING WORLD FUND | $97,915 | $149,402 |
| ISHARES CORE MSCI EAFE ETF | $681,782 | $893,169 |
| OAKTREE EMERGING MARKETS EQUIT | $70,621 | $95,117 |
| NVIDIA CORP | $6,141 | $294,111 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX TIMING DIFFERENCES | Desc |
| Amt | $164 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE RE-REGISTRATION FEE | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $25 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CUSTODIAN AND MANAGEMENT FEES | CategoryTxt |
| Amt | $11,284 | Amt |
| Net Investment Income | $4,514 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,771 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT | $4,200 | $0 | $0 |
| FEDERAL ESTIMATES | $2,789 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $1,665 | $1,665 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $187 | $187 | $0 |