Sam S Bloom Foundation

Littleton, CO
Tax-exempt since April 1984
EIN: 84-0929690

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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.

Donations to this organization are tax deductible.

Revenue

$810k (2024)

Expenses

$620k (2024)

Total Assets

$7.81M (2024)

Total Liabilities

$0 (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 Nov.
2024

Revenue

$809,672

Expenses

$620,029

Net Income

$189,643

Net Assets

$7,814,912

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$722	0.1%
Dividends	$226,249	27.9%
Sales of Assets	$582,701	72.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$493,527	79.6%
Compensation of Officers*	$58,729	9.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,814,912
Total Liabilities	$0
Net Assets	$7,814,912

Compensation

Key Employees and Officers	Compensation	Other
C Crowley (Fdn Mgr)	$58,729	$839
Donald R Jacobs (President)	$0	$0
Jon Ludwigson (Vice Pres)	$0	$0
Neil Kesselman (Secretary)	$0	$0
Zachary Feldman (Treasurer)	$0	$0
Mary T Carraher (Director)	$0	$0
Debbie Strait Gonzales (Director)	$0	$0
Sasha Jacobs (Director)	$0	$0
Deana Lemos Garcia (Director)	$0	$0
Jodie Less (Director)	$0	$0
Penny Mcfarland (Director)	$0	$0
Nancy J Saltzman (Director)	$0	$0

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990-PF

Filed on March 17, 2025

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

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Schedules ▼

XML

Fiscal Year Ending Nov.
2023

Revenue

-$256,869

Expenses

$674,748

Net Income

-$931,617

Net Assets

$7,625,269

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$136
Dividends	$160,782
Sales of Assets	-$417,787
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$578,511	85.7%
Compensation of Officers*	$58,729	8.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,625,269
Total Liabilities	$0
Net Assets	$7,625,269

Compensation

Key Employees and Officers	Compensation	Other
C Crowley (Fdn Mgr)	$58,729	$732
Donald R Jacobs (President)	$0	$0
Jon Ludwigson (Vice Pres)	$0	$0
Neil Kesselman (Secretary)	$0	$0
Zachary Feldman (Treasurer)	$0	$0
Cheryl Caldwell (Director)	$0	$0
Mary T Carraher (Director)	$0	$0
Debbie Strait Gonzales (Director)	$0	$0
Sasha Jacobs (Director)	$0	$0
Deana Lemos Garcia (Director)	$0	$0
Jodie Less (Director)	$0	$0
Penny Mcfarland (Director)	$0	$0
Nancy J Saltzman (Director)	$0	$0

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990-PF

Filed on March 26, 2024

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

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Schedules ▼

XML

Fiscal Year Ending Nov.
2022

Revenue

$517,646

Expenses

$589,249

Net Income

-$71,603

Net Assets

$8,556,886

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$51	0.0%
Dividends	$133,317	25.8%
Sales of Assets	$384,278	74.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$457,178	77.6%
Compensation of Officers*	$58,729	10.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,556,886
Total Liabilities	$0
Net Assets	$8,556,886

Compensation

Key Employees and Officers	Compensation	Other
C Crowley (Fdn Mgr)	$58,729	$807
Donald R Jacobs (President)	$0	$0
Jon Ludwigson (Vice Pres)	$0	$0
Neil Kesselman (Secretary)	$0	$0
Zachary Feldman (Treasurer)	$0	$0
Cheryl Caldwell (Director)	$0	$0
Mary T Carraher (Director)	$0	$0
Debbie Strait Gonzales (Director)	$0	$0
Sasha Jacobs Lowry (Director)	$0	$0
Deana Lemos Garcia (Director)	$0	$0
Jodie Less (Director)	$0	$0
Penny Mcfarland (Director)	$0	$0
Nancy J Saltzman (Director)	$0	$0

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990-PF

Filed on March 14, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2021

Revenue

$863,729

Expenses

$637,882

Net Income

$225,847

Net Assets

$8,628,489

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$47	0.0%
Dividends	$134,874	15.6%
Sales of Assets	$728,808	84.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$534,752	83.8%
Compensation of Officers*	$58,729	9.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,628,489
Total Liabilities	$0
Net Assets	$8,628,489

Compensation

Key Employees and Officers	Compensation	Other
C Crowley (Fdn Mgr)	$58,729	$1,351
Donald R Jacobs (President)	$0	$0
Jon Ludwigson (Vice Pres)	$0	$0
Neil Kesselman (Secretary)	$0	$0
A Marvin Strait (Treasurer)	$0	$0
Cheryl Caldwell (Director)	$0	$0
Mary T Carraher (Director)	$0	$0
Dr Zachary Feldman (Director)	$0	$0
Debbie Strait Gonzales (Director)	$0	$0
Sasha Jacobs Lowry (Director)	$0	$0
Nancy J Saltzman (Director)	$0	$0

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990-PF

Filed on March 9, 2022

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

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Schedules ▼

XML

Fiscal Year Ending Nov.
2020

Revenue

$1,180,012

Expenses

$696,653

Net Income

$483,359

Net Assets

$8,402,641

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$50	0.0%
Dividends	$192,606	16.3%
Sales of Assets	$987,342	83.7%
Other Income	$14	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$611,117	87.7%
Compensation of Officers*	$58,729	8.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,402,642
Total Liabilities	$1
Net Assets	$8,402,641

Compensation

Key Employees and Officers	Compensation	Other
C Crowley (Fdn Mgr)	$58,729	$689
Donald R Jacobs (President)	$0	$0
Jon Ludwigson (Vice Pres)	$0	$0
Neil Kesselman (Secretary)	$0	$0
A Marvin Strait (Treasurer)	$0	$0
Cheryl Caldwell (Director)	$0	$0
Mary T Carraher (Director)	$0	$0
Tonie L Gatch (Director)	$0	$0
Debbie Strait Gonzales (Director)	$0	$0
Rodger A Hara (Director)	$0	$0
Sasha Jacobs Lowry (Director)	$0	$0
Nancy J Saltzman (Director)	$0	$0

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990-PF

Filed on March 29, 2021

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

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Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2019

Revenue

$636,734

Expenses

$632,877

Net Income

$3,857

Net Assets

$7,919,282

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$217	0.0%
Dividends	$206,056	32.4%
Sales of Assets	$430,454	67.6%
Other Income	$7	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$533,261	84.3%
Compensation of Officers*	$58,729	9.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,919,283
Total Liabilities	$1
Net Assets	$7,919,282

Compensation

Key Employees and Officers	Compensation	Other
C Crowley (Fdn Mgr)	$58,729	$1,220
Donald R Jacobs (President)	$0	$0
Jon Ludwigson (Vice Pres)	$0	$0
Neil Kesselman (Secretary)	$0	$0
A Marvin Strait (Treasurer)	$0	$0
Cheryl Caldwell (Director)	$0	$0
Mary T Carraher (Director)	$0	$0
Tonie L Gatch (Director)	$0	$0
Debbie Strait Gonzales (Director)	$0	$0
Rodger A Hara (Director)	$0	$0
Sasha Jacobs Lowry (Director)	$0	$0
Joann Radetsky (Director)	$0	$0
Nancy J Saltzman (Director)	$0	$0

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990-PF

Filed on May 1, 2020

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

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Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2018

Revenue

$694,770

Expenses

$599,039

Net Income

$95,731

Net Assets

$7,915,426

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$97	0.0%
Dividends	$185,412	26.7%
Sales of Assets	$509,261	73.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$496,190	82.8%
Compensation of Officers*	$58,729	9.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,915,426
Total Liabilities	$0
Net Assets	$7,915,426

Compensation

Key Employees and Officers	Compensation	Other
C Crowley (Fdn Mgr)	$58,729	$893
Donald R Jacobs (President)	$0	$0
Jon Ludwigson (Vice Pres)	$0	$0
Neil Kesselman (Secretary)	$0	$0
A Marvin Strait (Treasurer)	$0	$0
Cheryl Caldwell (Director)	$0	$0
Mary T Carraher (Director)	$0	$0
Tonie L Gatch (Director)	$0	$0
Debbie Strait Gonzales (Director)	$0	$0
Rodger A Hara (Director)	$0	$0
Sasha Jacobs Lowry (Director)	$0	$0
Joann Radetsky (Director)	$0	$0
Nancy J Saltzman (Director)	$0	$0

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990-PF

Filed on March 27, 2019

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

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Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2017

Revenue

$699,644

Expenses

$545,857

Net Income

$153,787

Net Assets

$7,819,695

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$24	0.0%
Dividends	$165,124	23.6%
Sales of Assets	$534,496	76.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$463,484	84.9%
Compensation of Officers*	$58,729	10.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,819,695
Total Liabilities	$0
Net Assets	$7,819,695

Compensation

Key Employees and Officers	Compensation	Other
C Crowley (Foundation Mgr)	$58,729	$0
Cheryl M Caldwell (Director)	$0	$0
Mary T Carraher (Director)	$0	$0
Edward N Kesselman (Secretary)	$0	$0
A Marvin Strait (Treasurer)	$0	$0
Debbie Strait Gonzales (Director)	$0	$0
Tonie L Gatch (Director)	$0	$0
Rodger A Hara (Director)	$0	$0
Donald R Jacobs (President)	$0	$0
Jon Ludwigson (Vice President)	$0	$0
Sasha Jacobs Lowrey (Director)	$0	$0
Jo Ann Radetsky (Director)	$0	$0
Nancy J Saltzman (Director)	$0	$0

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990-PF

Filed on March 2, 2018

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

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Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2016

Revenue

$391,861

Expenses

$576,090

Net Income

-$184,229

Net Assets

$7,665,908

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$19	0.0%
Dividends	$162,389	41.4%
Sales of Assets	$229,453	58.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$489,436	85.0%
Compensation of Officers*	$58,729	10.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,665,908
Total Liabilities	$0
Net Assets	$7,665,908

Compensation

Key Employees and Officers	Compensation	Other
C Crowley (Foundation Mgr.)	$58,729	$0
Donald R Jacobs (President)	$0	$0
L Jay Labe (Vice President)	$0	$0
Edward N Kesselman (Secretary)	$0	$0
A Marvin Strait (Treasurer)	$0	$0
Cheryl M Caldwell (Director)	$0	$0
Mary T Carraher (Director)	$0	$0
Tonie L Gatch (Director)	$0	$0
Debbie Strait Gonzales (Director)	$0	$0
Roger A Hara (Director)	$0	$0
Sasha Jacobs Lowry (Director)	$0	$0
Jon Ludwigson (Director)	$0	$0
Jo Ann Radetsky (Director)	$0	$0
Nancy J Saltzman (Director)	$0	$0

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990-PF

Filed on March 16, 2017

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

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Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2015

Revenue

$642,108

Expenses

$580,150

Net Income

$61,958

Net Assets

$7,850,137

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$21	0.0%
Dividends	$184,300	28.7%
Sales of Assets	$457,787	71.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$498,390	85.9%
Compensation of Officers*	$58,729	10.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,850,137
Total Liabilities	$0
Net Assets	$7,850,137

Compensation

Key Employees and Officers	Compensation	Other
C Crowley (Foundation Mgr.)	$58,729	$0
Donald R Jacobs (President)	$0	$0
L Jay Labe (Vice President)	$0	$0
Edward N Kesselman (Secretary)	$0	$0
A Marvin Strait (Treasurer)	$0	$0
Cheryl M Caldwell (Director)	$0	$0
Mary T Carraher (Director)	$0	$0
Tonie L Gatch (Director)	$0	$0
Debbie Strait Gonzales (Director)	$0	$0
Roger A Hara (Director)	$0	$0
Sasha Jacobs Lowry (Director)	$0	$0
Jon Ludwigson (Director)	$0	$0
Jo Ann Radetsky (Director)	$0	$0
Nancy J Saltzman (Director)	$0	$0

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990-PF

Filed on Feb. 17, 2016

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

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Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2014

Revenue

$417,132

Expenses

$537,947

Net Income

-$120,815

Net Assets

$7,788,179

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$18	0.0%
Dividends	$158,962	38.1%
Sales of Assets	$258,152	61.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$444,072	82.5%
Compensation of Officers*	$58,729	10.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,788,179
Total Liabilities	$0
Net Assets	$7,788,179

990-PF

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

PDF

Fiscal Year Ending Nov.
2013

Revenue

$621,704

Expenses

$486,228

Net Income

$135,476

Net Assets

$7,908,994

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$21	0.0%
Dividends	$137,867	22.2%
Sales of Assets	$483,816	77.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$409,282	84.2%
Compensation of Officers*	$58,729	12.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,908,994
Total Liabilities	$0
Net Assets	$7,908,994

990-PF

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

PDF

Fiscal Year Ending Nov.
2012

Revenue

$387,103

Expenses

$491,225

Net Income

-$104,122

Net Assets

$7,773,518

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$152,745	39.5%
Interest Revenue	$23	0.0%
Dividends	$143,000	36.9%
Sales of Assets	$91,335	23.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$412,270	83.9%
Compensation of Officers*	$58,729	12.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,773,518
Total Liabilities	$0
Net Assets	$7,773,518

990-PF

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

PDF

Fiscal Year Ending Nov.
2011

Revenue

$293,244

Expenses

$457,706

Net Income

-$164,462

Net Assets

$7,877,640

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$50	0.0%
Interest Revenue	$28	0.0%
Dividends	$197,206	67.2%
Sales of Assets	$95,960	32.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$379,896	83.0%
Compensation of Officers*	$58,729	12.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,877,640
Total Liabilities	$0
Net Assets	$7,877,640

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

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Sam S Bloom Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $810k (2024)

Expenses $620k (2024)

Total Assets $7.81M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Nov. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Nov. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Nov. 2012

Revenue

$810k (2024)

Expenses

$620k (2024)

Total Assets

$7.81M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Nov.
2024

Fiscal Year Ending Nov.
2023

Fiscal Year Ending Nov.
2022

Fiscal Year Ending Nov.
2021

Fiscal Year Ending Nov.
2020

Fiscal Year Ending Nov.
2019

Fiscal Year Ending Nov.
2018

Fiscal Year Ending Nov.
2017

Fiscal Year Ending Nov.
2016

Fiscal Year Ending Nov.
2015

Fiscal Year Ending Nov.
2014

Fiscal Year Ending Nov.
2013

Fiscal Year Ending Nov.
2012

Fiscal Year Ending Nov.
2011

Fiscal Year Ending Nov.
2010

Fiscal Year Ending Nov.
2009

Fiscal Year Ending Nov.
2008

Fiscal Year Ending Nov.
2007

Fiscal Year Ending Nov.
2006

Fiscal Year Ending Nov.
2005

Fiscal Year Ending Nov.
2004

Fiscal Year Ending Nov.
2003

Fiscal Year Ending Nov.
2002

Fiscal Year Ending Nov.
2001