Margaret M Bloomfield Family Foundation

Bloomfield Margaret M Ttee

Manhattan Bch, CA
Tax-exempt since April 2004
EIN: 20-6156014

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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 / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$3.28M (2024)

Expenses

$2.6M (2024)

Total Assets

$46.2M (2024)

Total Liabilities

$114k (2024)

Years with missing data

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

$3,276,381

Expenses

$2,599,157

Net Income

$677,224

Net Assets

$46,065,575

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$782,632	23.9%
Sales of Assets	$2,493,749	76.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,395,969	92.2%
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	$46,179,898
Total Liabilities	$114,323
Net Assets	$46,065,575

Compensation

Key Employees and Officers	Compensation	Other
William E Bloomfield Jr (Trustee)	$0	$0
Susan Bloomfield (Co Trustee)	$0	$0

990-PF

Filed on Nov. 10, 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

$2,114,791

Expenses

$3,011,816

Net Income

-$897,025

Net Assets

$42,324,277

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,000,000	47.3%
Interest Revenue	$0
Dividends	$906,348	42.9%
Sales of Assets	$208,443	9.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,768,753	91.9%
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	$42,397,293
Total Liabilities	$73,016
Net Assets	$42,324,277

Compensation

Key Employees and Officers	Compensation	Other
William E Bloomfield Jr (Trustee)	$0	$0
Susan Bloomfield (Co Trustee)	$0	$0

990-PF

Filed on Nov. 4, 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

$1,302,932

Expenses

$40,352,481

Net Income

-$39,049,549

Net Assets

$36,815,142

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,007,997	77.4%
Sales of Assets	$78,824	6.0%
Other Income	$216,111	16.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,813,260	9.4%
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	$36,815,142
Total Liabilities	$0
Net Assets	$36,815,142

Compensation

Key Employees and Officers	Compensation	Other
William E Bloomfield Jr (Trustee)	$0	$0
Joanne Hunter Thru 063022 (Co Trustee)	$0	$0
Susan Bloomfield From 063022 (Co Trustee)	$0	$0

990-PF

Filed on Oct. 19, 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

$3,190,431

Expenses

$3,908,620

Net Income

-$718,189

Net Assets

$93,994,956

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,320,827	72.7%
Sales of Assets	$869,604	27.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,509,033	89.8%
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	$94,243,987
Total Liabilities	$249,031
Net Assets	$93,994,956

Compensation

Key Employees and Officers	Compensation	Other
William E Bloomfield Jr (Co Trustee)	$0	$0
Joanne Hunter (Co Trustee)	$0	$0

990-PF

Filed on Nov. 11, 2022

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$24,718,641

Expenses

$4,275,889

Net Income

$20,442,752

Net Assets

$84,022,956

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$419,143	1.7%
Dividends	$957,230	3.9%
Sales of Assets	$23,342,268	94.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,807,799	89.1%
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	$85,788,420
Total Liabilities	$1,765,464
Net Assets	$84,022,956

Compensation

Key Employees and Officers	Compensation	Other
William E Bloomfield Jr (Co Trustee)	$0	$0
Joanne Hunter (Co Trustee)	$0	$0

990-PF

Filed on Oct. 21, 2021

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$3,011,451

Expenses

$3,835,152

Net Income

-$823,701

Net Assets

$79,323,829

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$500,994	16.6%
Dividends	$1,075,230	35.7%
Sales of Assets	$1,435,227	47.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,500,325	91.3%
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	$79,518,176
Total Liabilities	$194,347
Net Assets	$79,323,829

Compensation

Key Employees and Officers	Compensation	Other
William E Bloomfield Jr (Co Trustee)	$0	$0
Joanne Hunter (Co Trustee)	$0	$0

990-PF

Filed on Sept. 28, 2020

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

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XML

Fiscal Year Ending Dec.
2018

Revenue

$6,254,355

Expenses

$4,154,388

Net Income

$2,099,967

Net Assets

$67,776,757

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$454,829	7.3%
Dividends	$1,057,512	16.9%
Sales of Assets	$4,598,544	73.5%
Other Income	$143,470	2.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,901,429	93.9%
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	$67,924,407
Total Liabilities	$147,650
Net Assets	$67,776,757

Compensation

Key Employees and Officers	Compensation	Other
William E Bloomfield Jr (Co Trustee)	$0	$0
Joanne Hunter (Co Trustee)	$0	$0

990-PF

Filed on Aug. 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

$4,796,557

Expenses

$3,613,766

Net Income

$1,182,791

Net Assets

$75,947,826

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$380,080	7.9%
Dividends	$1,063,792	22.2%
Sales of Assets	$3,352,685	69.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,184,072	88.1%
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	$76,297,714
Total Liabilities	$349,888
Net Assets	$75,947,826

Compensation

Key Employees and Officers	Compensation	Other
William E Bloomfield Jr (Co Trustee)	$0	$0
Joanne Hunter (Co Trustee)	$0	$0

990-PF

Filed on July 13, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2015

Revenue

$3,657,307

Expenses

$2,812,600

Net Income

$844,707

Net Assets

$64,366,008

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$233,878	6.4%
Dividends	$1,014,732	27.7%
Sales of Assets	$2,408,686	65.9%
Other Income	$11	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,536,076	90.2%
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	$64,542,752
Total Liabilities	$176,744
Net Assets	$64,366,008

Compensation

Key Employees and Officers	Compensation	Other
William E Bloomfield Jr (Co Trustee)	$0	$0
Joanne Hunter (Co Trustee)	$0	$0

990-PF

Filed on Aug. 26, 2016

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

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Schedules ▼

PDF XML

PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Revenue

$5,642,683

Expenses

$3,355,744

Net Income

$2,286,939

Net Assets

$65,522,538

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$282,302	5.0%
Dividends	$1,024,760	18.2%
Sales of Assets	$4,335,429	76.8%
Other Income	$192	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,090,804	92.1%
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	$65,726,694
Total Liabilities	$204,156
Net Assets	$65,522,538

Compensation

Key Employees and Officers	Compensation	Other
Bill Bloomfield (Co Trustee)	$0	$0
Joanne Hunter (Co Trustee)	$0	$0

990-PF

Filed on Aug. 14, 2015

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$15,457,910

Expenses

$1,861,712

Net Income

$13,596,198

Net Assets

$64,683,685

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$11,049,621	71.5%
Interest Revenue	$265,160	1.7%
Dividends	$737,785	4.8%
Sales of Assets	$3,404,307	22.0%
Other Income	$1,037	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,418,966	76.2%
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	$64,923,308
Total Liabilities	$239,623
Net Assets	$64,683,685

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$5,730,386

Expenses

$2,208,736

Net Income

$3,521,650

Net Assets

$39,161,522

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$161,004	2.8%
Dividends	$765,614	13.4%
Sales of Assets	$4,803,159	83.8%
Other Income	$609	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,995,628	90.4%
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	$39,161,522
Total Liabilities	$0
Net Assets	$39,161,522

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$29,590,725

Expenses

$640,491

Net Income

$28,950,234

Net Assets

$35,494,515

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$27,874,698	94.2%
Interest Revenue	$78,852	0.3%
Dividends	$559,693	1.9%
Sales of Assets	$1,102,027	3.7%
Other Income	-$24,545

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$563,175	87.9%
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	$35,494,515
Total Liabilities	$0
Net Assets	$35,494,515

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

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Updated January 26, 2026

Margaret M Bloomfield Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $3.28M (2024)

Expenses $2.6M (2024)

Total Assets $46.2M (2024)

Total Liabilities $114k (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

No Extracted Financial Data

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

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Revenue

$3.28M (2024)

Expenses

$2.6M (2024)

Total Assets

$46.2M (2024)

Total Liabilities

$114k (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