Jerome And Sondra Bloomberg Family Foundation Inc

Plainview, NY
Tax-exempt since Jan. 1997
EIN: 11-3350909

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Community Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$20.2k (2024)

Expenses

$54.3k (2024)

Total Assets

$365k (2024)

Total Liabilities

$28k (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$20,193

Expenses

$54,321

Net Income

-$34,128

Net Assets

$337,165

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,968	14.7%
Dividends	$17,225	85.3%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$46,850	86.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$365,165
Total Liabilities	$28,000
Net Assets	$337,165

Compensation

Key Employees and Officers	Compensation	Other
Sondra Bloomberg (Dir/Pres)	$0	$0
Lee Bloomberg (Dir/Secry/Treas)	$0	$0
Ronald Bloomberg (Dir/Vp)	$0	$0

990-PF

Filed on March 4, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$312,619

Expenses

$25,895

Net Income

$286,724

Net Assets

$371,293

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$57	0.0%
Dividends	$8,184	2.6%
Sales of Assets	$33,597	10.7%
Other Income	$270,781	86.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,600	21.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$399,293
Total Liabilities	$28,000
Net Assets	$371,293

Compensation

Key Employees and Officers	Compensation	Other
Sondra Bloomberg (Dir/Pres)	$0	$0
Lee Bloomberg (Dir/Secry/Treas)	$0	$0
Ronald Bloomberg (Dir/Vp)	$0	$0

990-PF

Filed on April 24, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$11,030

Expenses

$26,006

Net Income

-$14,976

Net Assets

$84,569

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9	0.1%
Dividends	$11,021	99.9%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,000	23.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$154,569
Total Liabilities	$70,000
Net Assets	$84,569

Compensation

Key Employees and Officers	Compensation	Other
Sondra Bloomberg (Dir/Pres)	$0	$0
Jerome Bloomberg (Dir/Secry)	$0	$0
Ronald Bloomberg (Dir/Vp)	$0	$0
Lee Bloomberg (Dir/Treas)	$0	$0

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990-PF

Filed on March 6, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$51,562

Expenses

$22,351

Net Income

$29,211

Net Assets

$99,545

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$10,711	20.8%
Sales of Assets	$40,850	79.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,800	12.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$169,545
Total Liabilities	$70,000
Net Assets	$99,545

Compensation

Key Employees and Officers	Compensation	Other
Sondra Bloomberg (Dir/Pres)	$0	$0
Jerome Bloomberg (Dir/Secry)	$0	$0
Ronald Bloomberg (Dir/Vp)	$0	$0
Lee Bloomberg (Dir/Treas)	$0	$0

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990-PF

Filed on March 14, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$19,290

Expenses

$23,509

Net Income

-$4,219

Net Assets

$70,334

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$10,641	55.2%
Sales of Assets	$8,648	44.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,750	16.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$140,334
Total Liabilities	$70,000
Net Assets	$70,334

Compensation

Key Employees and Officers	Compensation	Other
Sondra Bloomberg (Dir/Pres)	$0	$0
Jerome Bloomberg (Dir/Secry)	$0	$0
Ronald Bloomberg (Dir/Vp)	$0	$0
Lee Bloomberg (Dir/Treas)	$0	$0

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990-PF

Filed on March 19, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Revenue

$23,791

Expenses

$23,288

Net Income

$503

Net Assets

$74,553

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9	0.0%
Dividends	$9,998	42.0%
Sales of Assets	$13,784	57.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,750	16.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$144,553
Total Liabilities	$70,000
Net Assets	$74,553

Compensation

Key Employees and Officers	Compensation	Other
Sondra Bloomberg (Dir/Pres)	$0	$0
Jerome Bloomberg (Dir/Secry)	$0	$0
Ronald Bloomberg (Dir/Vp)	$0	$0
Lee Bloomberg (Dir/Treas)	$0	$0

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990-PF

Filed on Feb. 19, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$12,769

Expenses

$21,918

Net Income

-$9,149

Net Assets

$74,050

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5	0.0%
Dividends	$8,998	70.5%
Sales of Assets	$3,766	29.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,250	10.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$144,050
Total Liabilities	$70,000
Net Assets	$74,050

Compensation

Key Employees and Officers	Compensation	Other
Sondra Bloomberg (Dir/Pres)	$0	$0
Jerome Bloomberg (Dir/Secry)	$0	$0
Ronald Bloomberg (Dir/Vp)	$0	$0
Lee Bloomberg (Dir/Treas)	$0	$0

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990-PF

Filed on March 5, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$19,340

Expenses

$23,016

Net Income

-$3,676

Net Assets

$83,199

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$8,793	45.5%
Sales of Assets	$10,546	54.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,508	15.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$153,199
Total Liabilities	$70,000
Net Assets	$83,199

Compensation

Key Employees and Officers	Compensation	Other
Sondra Bloomberg (Dir/Pres)	$0	$0
Jerome Bloomberg (Dir/Secry)	$0	$0
Ronald Bloomberg (Dir/Vp)	$0	$0
Lee Bloomberg (Dir/Treas)	$0	$0

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990-PF

Filed on March 1, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$11,274

Expenses

$23,723

Net Income

-$12,449

Net Assets

$86,875

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,353	74.1%
Sales of Assets	$2,921	25.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,158	17.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$156,875
Total Liabilities	$70,000
Net Assets	$86,875

Compensation

Key Employees and Officers	Compensation	Other
Sondra Bloomberg (Dir/Pres)	$0	$0
Jerome Bloomberg (Dir/Secry)	$0	$0
Ronald Bloomberg (Dir/Vp)	$0	$0
Lee Bloomberg (Dir/Treas)	$0	$0

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990-PF

Filed on Feb. 23, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$16,578

Expenses

$35,385

Net Income

-$18,807

Net Assets

$99,324

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$8,546	51.6%
Sales of Assets	$8,031	48.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,904	39.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$169,324
Total Liabilities	$70,000
Net Assets	$99,324

Compensation

Key Employees and Officers	Compensation	Other
Sondra Bloomberg (Dir/Pres)	$0	$0
Jerome Bloomberg (Dir/Secry)	$0	$0
Ronald Bloomberg (Dir/Vp)	$0	$0
Lee Bloomberg (Dir/Treas)	$0	$0

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990-PF

Filed on March 3, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$8,670

Expenses

$25,862

Net Income

-$17,192

Net Assets

$118,131

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$8,069	93.1%
Sales of Assets	$0
Other Income	$600	6.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,336	24.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$188,131
Total Liabilities	$70,000
Net Assets	$118,131

Compensation

Key Employees and Officers	Compensation	Other
Sondra Bloomberg (Dir/Pres)	$0	$0
Jerome Bloomberg (Dir/Secry)	$0	$0
Ronald Bloomberg (Dir/Vp)	$0	$0
Lee Bloomberg (Dir/Treas)	$0	$0

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990-PF

Filed on March 16, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$25,300

Expenses

$72,398

Net Income

-$47,098

Net Assets

$135,323

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$7,499	29.6%
Sales of Assets	$17,799	70.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$52,971	73.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$205,323
Total Liabilities	$70,000
Net Assets	$135,323

Compensation

Key Employees and Officers	Compensation	Other
Sondra Bloomberg (Dir/Pres)	$0	$0
Jerome Bloomberg (Dir/Secry)	$0	$0
Ronald Bloomberg (Dir/Vp)	$0	$0
Lee Bloomberg (Dir/Treas)	$0	$0

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990-PF

Filed on March 26, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

-$3,732

Expenses

$36,147

Net Income

-$39,879

Net Assets

$182,421

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5
Dividends	$8,769
Sales of Assets	$0
Other Income	$925

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,950	38.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$252,421
Total Liabilities	$70,000
Net Assets	$182,421

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$16,381

Expenses

$38,375

Net Income

-$21,994

Net Assets

$222,300

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,699	40.9%
Sales of Assets	$8,791	53.7%
Other Income	$891	5.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,938	49.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$292,300
Total Liabilities	$70,000
Net Assets	$222,300

990-PF

Primary tax return for a private foundation's activities, finances, and governance

Primary tax return for a private foundation's activities, finances, and governance

PDF

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What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

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Updated December 5, 2025

Jerome And Sondra Bloomberg Family Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $20.2k (2024)

Expenses $54.3k (2024)

Total Assets $365k (2024)

Total Liabilities $28k (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$20.2k (2024)

Expenses

$54.3k (2024)

Total Assets

$365k (2024)

Total Liabilities

$28k (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001