2024-11-15T10:19:50-06:00 2023-12-31 STOCKMAN KAST RYAN & CO LLP 102 N CASCADE AVENUE SUITE 400 COLORADO SPRINGS CO 80903 990PF 2023-01-01 811135752 DUSTY AND KATHERINE LOO FOUNDATION DBA BLOOM FOUNDATION % THE FOUNDATION DUST 7195205300 315 EAST PIKES PEAK AVE Suite 120 COLORADO SPRINGS CO 80903 Josh Bailey Executive Director 7195205300 2024-11-15 true true DOREEN B MERZ P00841439 7196301186 2023 2024-10-15 13:58:12Z X X 6871770 X 1350000 1720 1720 91549 91549 566873 2411256 566873 2010142 660142 0 4055 0 0 4055 1935 1935 142 279284 24997 254287 285416 24997 0 260277 437000 377000 722416 24997 0 637277 1287726 635145 326801 499142 499142 60000 0 60000 60000 3167 3167 3167 4569274 5933330 5550056 811838 750905 750905 8500 8500 8500 5719580 7255044 6871770 2432 60000 1140809 1340809 16328 0 1159569 1400809 X 4560011 5854235 4560011 5854235 5719580 7255044 4560011 1287726 6498 5854235 5854235 RAYMOND JAMES - SHORT TERM 2023-12-31 734156 758008 -24939 -23852 RAYMOND JAMES - LONG TERM 2023-12-31 729500 733710 -5788 -4210 DONATED STATUES D 2023-04-10 2023-10-28 947600 350000 597600 597600 566873 8829 8829 8829 543 0 5700 6243 2586 false false false false false false false true true CO true false false false false true HTTPS://WWW.BLOOMFDN.ORG/ THE FOUNDATION 7193511501 315 EAST PIKES PEAK AVE COLORADO SPRINGS CO 80903 false false false false false false false false false false false false false false false false false false false false Susan Pattee 315 EAST PIKES PEAK AVE COLORADO SPRINGS CO 80903 Director 1.0 0 0 0 Katherine Loo 315 EAST PIKES PEAK AVE COLORADO SPRINGS CO 80903 Director 1.0 0 0 0 James Loo 315 EAST PIKES PEAK AVE COLORADO SPRINGS CO 80903 Chair 4.0 0 0 0 Bayertown Advisors 1900 Sundown Dr COLORADO SPRINGS CO 80905 MANAGEMENT SERVICES 176493 4436196 444317 662337 5542850 0 5542850 83143 5459707 272985 272985 8829 8829 264156 264156 264156 637277 0 0 0 0 637277 264156 0 2021 2020 2019 0 966397 1003900 1074446 582851 637662 4265256 637277 0 264156 373121 4638377 0 0 0 0 966397 3671980 1003900 1074446 582851 637662 373121 KATHERINE LOO Bloom Foundation 315 East Pikes Peak Ste 200 Colorado springs CO 80903 7195205300 https://www.bloomfdn.org/ VARIOUS CONSIDERATION WILL BE GIVEN TO PROJECTS IN THE PIKES PEAK REGION. Colorado Springs Philharmonic PO Box 1266 Colorado Springs CO 80901 NONE PC Philharmonic Ventures 50000 Kansas University Endowment Association 1891 Constant Ave Lawrence KS 66047 NONE PC Loo Family Internships at the Spencer Museum of Art 150000 UCCS 1420 Austin Bluffs Pkwy Colorado Springs CO 80918 NONE PC KPWE Scholarship - In Honor of Kathy Loo 7000 Penrose-St Francis Health Foundation 9100 E Mineral Circle Centennial CO 80112 NONE PC 2023 Pledge - John Zay Guest House 125000 Cultural Office of the Pikes Peak Region 121 S Tejon St 11 Colorado Springs CO 80903 NONE PC 10th Anniversary 5000 Gazette Charities 30 E Pikes Peak Ave Suite 100 Colorado Springs CO 80903 NONE PC Empty Stocking Fund 2023 10000 Downtown Ventures 111 S Tejon St Unit 703 Colorado Springs CO 80903 NONE PC 2023 Placemaking Initiatives Grant 10000 Rocky Mountain Field Institute 1485 Garden of the Gods Rd Ste 140 Colorado Springs CO 80907 NONE PC 2023 Technology Update 15000 Kindred Spirits Foundation 170 W End Ave Apt 16D New York NY 10023 NONE PC General Operations 5000 377000 Colorado Springs Philharmonic 111 S Tejon St UNIT 305 Colorado Springs CO 80903 NONE PC Philharmonic Ventures 20000 Broadmoor Community Church 315 Lake Ave Colorado Springs CO 80906 NONE PC Music Director/Music Program 30000 Indygive PO Box 880 Colorado Springs CO 80901 NONE PC 2023 Give Campaign 5000 Trust for County Parks 2110 Stella Drive Colorado Springs CO 80921 NONE PC Fox Run Nature Center 5000 0 14 1720 18 91549 18 566873 660142 660142 false false false false false false false false false false X X 1 Katherine Loo 102 N Cascade Ave 500 Colorado Springs CO 80903 1000000 X 2 James Loo 2316 N Wahsatch Ave 246 Colorado Springs CO 80907 350000 X X 2 FRANCOIS-XAVIER LALANNE STATUES 350000 2023-04-10 ACCOUNTING FEES 4055 4055 Bayertown Advisors PROVIDE PHILANTROPIC IMPACT ADIVSING, FUNDRAISING, AND STRATEGY FOR FOUNDATION EXECUTIVE MANAGEMENT. RAYMOND JAMES INVESTMENTS 5866822 5483548 315 F&B CORPORATE STOCK 66508 66508 1710 315 COLLECTIVE LLC AT COST 252339 252339 1720 KALEIDOS LLC AT COST 498566 498566 RENT 20532 20532 INVESTMENT ADVISORY FEES 25115 25115 MANAGEMENT FEES 176493 176493 LOSS - 315 COLLECTIVE LLC 56016 -118 56134 LOSS - KALEIDOS INVESTMENT GRO 1028 1028 DUES & SUBSCRIPTIONS 100 100 INCOME - KALEIDOS INVESTEMENT GR UNREALIZED LOSSES 6498 DUE TO/FROM 315 COLLECTIVE 16328 0 PEAK EDUCATION NONE 60000 60000 2023-09 2028-09 16 PAYMENTS BEGINNING 12/01/2024 OF $3,870.65 1.5 NONE PROGRAM RELATED INVESTMENT NONE 0 0 D&O INSURANCE 1935 1935