Sam And Rie Bloomfield Foundation

Fullerton, CA
Tax-exempt since April 1953
EIN: 95-6074613

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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

$1.03M (2024)

Expenses

$637k (2024)

Total Assets

$8.13M (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

$1,031,411

Expenses

$636,639

Net Income

$394,772

Net Assets

$8,128,638

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$85,984	8.3%
Dividends	$142,641	13.8%
Sales of Assets	$802,786	77.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$521,052	81.8%
Compensation of Officers*	$45,000	7.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,128,638
Total Liabilities	$0
Net Assets	$8,128,638

Compensation

Key Employees and Officers	Compensation	Other
Debra L Cathers (President)	$15,000	$0
Cheryl Moffatt Moffatt (Vice President)	$15,000	$0
Alan L Mckay (Addtl Vice President)	$15,000	$0

990-PF

Filed on May 12, 2025

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

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XML

Fiscal Year Ending Nov.
2023

Revenue

$540,452

Expenses

$599,240

Net Income

-$58,788

Net Assets

$7,733,866

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$25,570	4.7%
Dividends	$157,881	29.2%
Sales of Assets	$357,001	66.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$488,135	81.5%
Compensation of Officers*	$43,200	7.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,733,866
Total Liabilities	$0
Net Assets	$7,733,866

Compensation

Key Employees and Officers	Compensation	Other
Debra L Cathers (President)	$14,400	$0
Cheryl Moffatt Moffatt (Vice President)	$14,400	$0
Alan L Mckay (Addtl Vice President)	$14,400	$0

990-PF

Filed on Sept. 30, 2024

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

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XML

Fiscal Year Ending Nov.
2022

Revenue

$308,394

Expenses

$567,425

Net Income

-$259,031

Net Assets

$7,792,654

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$53,881	17.5%
Dividends	$157,839	51.2%
Sales of Assets	$96,674	31.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$483,564	85.2%
Compensation of Officers*	$56,400	9.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,792,654
Total Liabilities	$0
Net Assets	$7,792,654

Compensation

Key Employees and Officers	Compensation	Other
Alan L Mckay (Trustee)	$14,400	$0
Cheryl Moffatt (Trustee)	$14,400	$0
Debra L Cathers (Trustee)	$14,400	$0
Verlon L Mckay (Trustee)	$13,200	$0

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990-PF

Filed on Oct. 6, 2023

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

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PDF XML

Fiscal Year Ending Nov.
2021

Revenue

$743,388

Expenses

$516,092

Net Income

$227,296

Net Assets

$8,051,685

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$78,751	10.6%
Dividends	$130,010	17.5%
Sales of Assets	$534,627	71.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$440,711	85.4%
Compensation of Officers*	$50,000	9.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,051,685
Total Liabilities	$0
Net Assets	$8,051,685

Compensation

Key Employees and Officers	Compensation	Other
Alan L Mckay (Trustee)	$12,500	$0
Cheryl Moffatt (Trustee)	$12,500	$0
Debra L Cathers (Trustee)	$12,500	$0
Verlon Mckay (Trustee)	$12,500	$0

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990-PF

Filed on Oct. 13, 2022

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

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XML

Fiscal Year Ending Nov.
2020

Revenue

$383,840

Expenses

$549,110

Net Income

-$165,270

Net Assets

$7,824,388

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,087	0.5%
Dividends	$225,353	58.7%
Sales of Assets	$156,400	40.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$464,200	84.5%
Compensation of Officers*	$50,000	9.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,824,389
Total Liabilities	$1
Net Assets	$7,824,388

Compensation

Key Employees and Officers	Compensation	Other
Verlon L Mckay (Treas/Trustee)	$12,500	$0
Alan L Mckay (Trustee)	$12,500	$0
Cheryl Moffatt (Trustee)	$12,500	$0
Debra L Cathers (Trustee)	$12,500	$0

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990-PF

Filed on Oct. 5, 2021

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

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XML

Fiscal Year Ending Nov.
2019

Revenue

$340,888

Expenses

$590,906

Net Income

-$250,018

Net Assets

$7,989,658

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,017	0.6%
Dividends	$250,175	73.4%
Sales of Assets	$88,696	26.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$506,004	85.6%
Compensation of Officers*	$50,000	8.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,989,659
Total Liabilities	$1
Net Assets	$7,989,658

Compensation

Key Employees and Officers	Compensation	Other
Verlon L Mckay (Treas/Trustee)	$12,500	$0
Alan L Mckay (Trustee)	$12,500	$0
William L Lucas (Trustee)	$12,500	$0
Debra L Cathers (Trustee)	$12,500	$0

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990-PF

Filed on Oct. 12, 2020

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

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Fiscal Year Ending Nov.
2018

Revenue

$370,171

Expenses

$540,572

Net Income

-$170,401

Net Assets

$8,239,677

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,567	1.2%
Dividends	$267,271	72.2%
Sales of Assets	$98,333	26.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$460,635	85.2%
Compensation of Officers*	$50,000	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	$8,239,677
Total Liabilities	$0
Net Assets	$8,239,677

Compensation

Key Employees and Officers	Compensation	Other
Verlon L Mckay (Treas/Trustee)	$12,500	$0
Alan L Mckay (Trustee)	$12,500	$0
William L Lucas (Sec / Trustee)	$12,500	$0
Debra L Cathers (Trustee)	$12,500	$0

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990-PF

Filed on Oct. 11, 2019

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

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XML

Fiscal Year Ending Nov.
2017

Revenue

$448,317

Expenses

$586,878

Net Income

-$138,561

Net Assets

$8,410,078

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$406	0.1%
Dividends	$299,358	66.8%
Sales of Assets	$148,553	33.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$502,720	85.7%
Compensation of Officers*	$50,000	8.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,410,078
Total Liabilities	$0
Net Assets	$8,410,078

Compensation

Key Employees and Officers	Compensation	Other
Verlon L Mckay (Treas/Trustee)	$12,500	$0
Alan L Mc Kay (Trustee)	$12,500	$0
William L Lucas (Sec / Trustee)	$12,500	$0
Debra L Cathers (Trustee)	$12,500	$0

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990-PF

Filed on Oct. 12, 2018

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

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XML

Fiscal Year Ending Nov.
2016

Revenue

$663,189

Expenses

$599,424

Net Income

$63,765

Net Assets

$8,548,639

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$156	0.0%
Dividends	$309,784	46.7%
Sales of Assets	$353,249	53.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$515,300	86.0%
Compensation of Officers*	$50,000	8.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,548,639
Total Liabilities	$0
Net Assets	$8,548,639

Compensation

Key Employees and Officers	Compensation	Other
Verlon L Mckay (Treas/Trustee)	$12,500	$0
Alan L Mc Kay (Trustee)	$12,500	$0
William L Lucas (Sec / Trustee)	$12,500	$0
Debra L Cathers (Trustee)	$12,500	$0

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990-PF

Filed on Aug. 24, 2017

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

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Fiscal Year Ending Nov.
2015

Revenue

$597,793

Expenses

$535,408

Net Income

$62,385

Net Assets

$8,484,874

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$190	0.0%
Dividends	$398,370	66.6%
Sales of Assets	$199,233	33.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$441,837	82.5%
Compensation of Officers*	$50,000	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	$8,484,874
Total Liabilities	$0
Net Assets	$8,484,874

Compensation

Key Employees and Officers	Compensation	Other
Verlon L Mckay (Treas/Trustee)	$12,500	$0
Alan L Mckay (Trustee)	$12,500	$0
William L Lucas (Sec / Trustee)	$12,500	$0
Debra L Cathers (Trustee)	$12,500	$0

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990-PF

Filed on Oct. 10, 2016

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

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PDF (2 of 2)

Fiscal Year Ending Nov.
2014

Revenue

$690,077

Expenses

$706,399

Net Income

-$16,322

Net Assets

$8,422,489

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$16,276	2.4%
Interest Revenue	$46	0.0%
Dividends	$453,370	65.7%
Sales of Assets	$205,341	29.8%
Other Income	$15,044	2.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$588,800	83.4%
Compensation of Officers*	$50,000	7.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,422,489
Total Liabilities	$0
Net Assets	$8,422,489

Compensation

Key Employees and Officers	Compensation	Other
Verlon L Mckay (Treas/Trustee)	$12,500	$0
Alan L Mckay (Sec / Trustee)	$12,500	$0
William L Lucas (Sec / Trustee)	$12,500	$0
Debra L Cathers (Trustee)	$12,500	$0

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990-PF

Filed on Sept. 2, 2015

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

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Fiscal Year Ending Nov.
2013

Revenue

$467,813

Expenses

$669,025

Net Income

-$201,212

Net Assets

$8,438,810

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$133,503	28.5%
Dividends	$278,078	59.4%
Sales of Assets	$55,410	11.8%
Other Income	$822	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$532,867	79.6%
Compensation of Officers*	$50,000	7.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,438,811
Total Liabilities	$1
Net Assets	$8,438,810

990-PF

Filed on Nov. 18, 2014

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

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Fiscal Year Ending Nov.
2012

Revenue

$275,797

Expenses

$674,577

Net Income

-$398,780

Net Assets

$8,640,022

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$128,976	46.8%
Dividends	$236,650	85.8%
Sales of Assets	$0
Other Income	$26	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$580,265	86.0%
Compensation of Officers*	$50,000	7.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,640,023
Total Liabilities	$1
Net Assets	$8,640,022

990-PF

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

PDF

Fiscal Year Ending Nov.
2011

Revenue

$590,837

Expenses

$659,767

Net Income

-$68,930

Net Assets

$9,038,802

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$108,212	18.3%
Dividends	$255,173	43.2%
Sales of Assets	$115,350	19.5%
Other Income	$112,102	19.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$577,805	87.6%
Compensation of Officers*	$37,500	5.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,038,803
Total Liabilities	$1
Net Assets	$9,038,802

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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Types of Nonprofits

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Updated September 25, 2025

Sam And Rie Bloomfield Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.03M (2024)

Expenses $637k (2024)

Total Assets $8.13M (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

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$1.03M (2024)

Expenses

$637k (2024)

Total Assets

$8.13M (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

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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.
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Fiscal Year Ending Nov.
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Fiscal Year Ending Nov.
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