Harold And Joan Feinbloom Fam Foundation Tr 10032003
Organization summary
Type of Nonprofit
Designated as a 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.
Summary charts: organization finances over time
Revenue $413k (2024)
Expenses $254k (2024)
Total Assets $3.68M (2024)
Total Liabilities $0 (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 Sept.
2024
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $0 | |
| Dividends | $107,579 |
26.1%
|
| Sales of Assets | $305,065 |
73.9%
|
| Other Income | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $205,805 |
81.0%
|
| Compensation of Officers* | $41,085 |
16.2%
|
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $3,680,906 | |
| Total Liabilities | $0 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Canandaigua National Bank (Trustee) | $41,085 | $0 |
| Joan L Feinbloom (Trustee, Chairperson) | $0 | $0 |
| Joy Ryen Plotnik (Secretary) | $0 | $0 |
Document Links
990-PF
Filed on Dec. 23, 2024Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Sept.
2023
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $0 | |
| Dividends | $94,305 |
36.6%
|
| Sales of Assets | $163,158 |
63.4%
|
| Other Income | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $202,302 |
81.6%
|
| Compensation of Officers* | $39,061 |
15.8%
|
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $3,522,344 | |
| Total Liabilities | $0 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Canandaigua National Bank (Trustee) | $39,061 | $0 |
| Joan L Feinbloom (Trustee, Chairperson) | $0 | $0 |
| Joy Ryen Plotnik (Secretary) | $0 | $0 |
Document Links
990-PF
Filed on Feb. 5, 2024Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Sept.
2022
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $0 | |
| Dividends | $81,550 |
27.7%
|
| Sales of Assets | $212,598 |
72.3%
|
| Other Income | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $327,062 |
86.3%
|
| Compensation of Officers* | $45,258 |
11.9%
|
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $3,512,879 | |
| Total Liabilities | $0 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Canandaigua National Bank (Trustee) | $45,258 | $0 |
| Joan L Feinbloom (Trustee, Chairperson) | $0 | $0 |
| Joy Ryen Plotnik (Secretary) | $0 | $0 |
Document Links
990-PF
Filed on Jan. 31, 2023Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Sept.
2021
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $0 | |
| Dividends | $72,359 |
32.0%
|
| Sales of Assets | $153,799 |
68.0%
|
| Other Income | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $175,946 |
77.2%
|
| Compensation of Officers* | $45,692 |
20.1%
|
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $3,597,500 | |
| Total Liabilities | $0 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Canandaigua National Bank (Trustee) | $45,692 | $0 |
| Joan L Feinbloom (Trustee, Chairperson) | $0 | $0 |
| Joy Ryen Plotnik (Secretary) | $0 | $0 |
Document Links
990-PF
Filed on Jan. 31, 2022Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Sept.
2020
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $0 | |
| Dividends | $85,386 |
27.9%
|
| Sales of Assets | $221,064 |
72.1%
|
| Other Income | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $153,327 |
76.8%
|
| Compensation of Officers* | $39,609 |
19.8%
|
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $3,599,148 | |
| Total Liabilities | $1 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Canandaigua National Bank (Trustee) | $39,609 | $0 |
| Joan L Feinbloom (Trustee, Chairperson) | $0 | $0 |
| Joy Ryen Plotnik (Secretary) | $0 | $0 |
Document Links
990-PF
Filed on Jan. 11, 2021Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Sept.
2019
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $0 | |
| Dividends | $109,509 |
62.4%
|
| Sales of Assets | $66,063 |
37.6%
|
| Other Income | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $255,538 |
81.3%
|
| Compensation of Officers* | $40,057 |
12.7%
|
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $3,492,440 | |
| Total Liabilities | $1 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Canandaigua National Bank (Trustee) | $40,057 | $0 |
| Joan L Feinbloom (Trustee, Chairperson) | $0 | $0 |
| Joy Ryen Plotnik (Secretary) | $0 | $0 |
Document Links
990-PF
Filed on Feb. 14, 2020Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Sept.
2018
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Sept.
2017
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Sept.
2016
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Sept.
2015
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $0 | |
| Dividends | $92,775 |
33.5%
|
| Sales of Assets | $183,836 |
66.5%
|
| Other Income | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $184,389 |
80.2%
|
| Compensation of Officers* | $39,916 |
17.4%
|
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $3,540,507 | |
| Total Liabilities | $0 |
No Document Links
The IRS has provided extracted financial data for this filing, but has not yet released the source documents.
Fiscal Year Ending Sept.
2014
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $0 | |
| Dividends | $86,115 |
15.5%
|
| Sales of Assets | $468,491 |
84.5%
|
| Other Income | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $193,300 |
80.9%
|
| Compensation of Officers* | $39,633 |
16.6%
|
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $3,509,423 | |
| Total Liabilities | $0 |
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Sept.
2013
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $0 | |
| Dividends | $97,149 |
34.4%
|
| Sales of Assets | $185,091 |
65.6%
|
| Other Income | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $84,000 |
67.6%
|
| Compensation of Officers* | $35,302 |
28.4%
|
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $3,199,610 | |
| Total Liabilities | $0 |
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Sept.
2012
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $48 |
0.1%
|
| Dividends | $92,930 |
> 100%
|
| Sales of Assets | $0 | |
| Other Income | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $223,500 |
83.4%
|
| Compensation of Officers* | $32,741 |
12.2%
|
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $3,041,722 | |
| Total Liabilities | $0 |
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Sept.
2011
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $65 |
0.0%
|
| Dividends | $102,256 |
37.7%
|
| Sales of Assets | $169,204 |
62.3%
|
| Other Income | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $180,000 |
77.3%
|
| Compensation of Officers* | $43,506 |
18.7%
|
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $3,231,472 | |
| Total Liabilities | $0 |
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Sept.
2010
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Sept.
2009
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Sept.
2008
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Sept.
2007
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Sept.
2006
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Sept.
2005
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Sept.
2004
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
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