2025-10-31T16:32:32-05:00 2024-12-31 223006104 MADDALONI NYDICK & KEENAN PC 30 COLUMBIA TURNPIKE FLORHAM PARK NJ 07932 990PF 2024-01-01 825342697 THE BLOOM FOUNDATION INC BLOO 9736822698 360 MT KEMBLE AVE CO BLOOM OFFICE MORRISTOWN NJ 07960 DAVID C BLOOM DIRECTOR 9736822698 2025-10-22 1 1 STEVEN NYDICK P00037969 9738228080 2025-10-22 2024 2025-03-06 01:10:19Z X 11803159 X 850720 177549 163179 452408 452408 4128 4128 4128 255998 3821736 255998 44880 44880 1785683 920593 0 0 0 4200 4200 0 108000 54000 54000 15500 15500 0 13403 13342 61 141103 87042 54061 517000 517000 658103 87042 571061 1127580 833551 165312 303707 303707 6424402 7502539 7845919 2104924 2001515 3615992 23084 37541 37541 8717722 9845302 11803159 0 0 X 0 0 0 0 8717722 9845302 8717722 9845302 8717722 9845302 8717722 1127580 0 9845302 0 9845302 JEN V P 220 220 220 JEN V P 10000 10000 10000 RELIANT CAP VIII P 182215 182215 182215 RELIANT CAP IX P 2357 2357 2357 MORGAN STANLEY (22869) S/T COVERED P 2782661 2768080 14581 14581 MORGAN STANLEY (22869) L/T COVERED P 841000 797658 43342 43342 CENTURY LINK - BASIS ADJUSTMENT P 159 159 159 CAPITAL GAINS DIVIDENDS P 3124 3124 3124 255998 11586 0 11586 0 11586 10395 0 10500 0 20895 22 9287 9287 0 0 0 0 0 0 0 0 0 1 1 0 1 1 1 0 0 0 0 1 N/A BLOOM OFFICE LLC 9736822698 360 MT KEMBLE AVE 1ST FLR MORRISTOWN NJ 07960 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAVID BLOOM 101 20TH ST THE SETAI UNIT 3307 MIAMI FL 33139 DIRECTOR 0.00 0 0 0 KATE BLOOM 128 WOODS LANE WAYNE PA 19087 DIRECTOR 0.00 0 0 0 SARA BLOOM 111 TUNBRIDGE CIRCLE HAVERFORD PA 19041 DIRECTOR 0.00 0 0 0 PAUL SCZEPANSKI C/O BLOOM OFFICE 360 MT KEMBLE AVE MORRISTOWN NJ 07960 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 6857292 163902 3640718 10661912 0 0 10661912 159929 10501983 525099 525099 11586 8776 20362 504737 0 504737 0 504737 571061 0 571061 504737 0 0 212408 20340 26773 58240 317761 571061 0 0 0 504737 66324 0 0 384085 0 0 0 0 0 0 0 384085 212408 20340 26773 58240 66324 DAVID BLOOM X BUCKNELL UNIVERSITY 301 MARKET STREET SUITE 2 LEWISBURG PA 17837 N/A PUBLIC CHARITY FREEMAN COLLEGE OF MANAGEMENT 5000 BUCKNELL UNIVERSITY ONE DENT DRIVE LEWISBURG PA 17837 N/A PUBLIC CHARITY BUCKNELL FARM PROJECT 50000 CHOP FOUNDATION PO BOX 781352 PHILADELPHIA PA 19178 N/A PUBLIC CHARITY HOPE FOR FAMILIES FUND 50000 COMMUNITY-POLICE RELATIONS FOUNDATION 1510 NE 131 STREET NORTH MIAMI FL 33161 N/A PUBLIC CHARITY UNRESTRICTED 25000 DO THE RIGHT THING 400 NW 2ND AVE ROOM 201-J MIAMI FL 33128 N/A PUBLIC CHARITY UNRESTRICTED 40000 FAMILIES BEHIND THE BADGE CHILDREN'S FOUNDATION 555 E NORTH LANE SUITE 6060 CONSHOHOCKEN PA 19428 N/A PUBLIC CHARITY UNRESTRICTED 10000 MIAMI BEACH K9 KNIGHTS INC 300 SOUTH POINTE DRIVE STE 2601 MIAMI BEACH FL 33139 N/A PUBLIC CHARITY UNRESTRICTED 10000 MIAMI BEACH POLICE ATHLETIC LEAGUE 999 11TH STREET MIAMI BEACH FL 33139 N/A PUBLIC CHARITY UNRESTRICTED 25000 MOUNT SINAI MEDICAL CENTER FOUNDATION 4300 ALTON ROAD MIAMI BEACH FL 33140 N/A PUBLIC CHARITY UNRESTRICTED 250000 POLICE OFFICERS ASSISTANCE FUND 1030 NW 111TH AVE MIAMI FL 33172 N/A PUBLIC CHARITY UNRESTRICTED 25000 TRAVIS MILLS FOUNDATION 747 WESTERN AVENUE MANCHESTER ME 04351 N/A PUBLIC CHARITY UNRESTRICTED 5000 UNIVERSITY OF MIAMI - CARD 5665 PONCE DELEON BLVD MIAMI FL 331240725 N/A PUBLIC CHARITY UNRESTRICTED 4000 GLADWYNE MONTESSORI SCHOOL 920 YOUNGFORD RD GLADWAYE PA 19035 N/A PUBLIC CHARITY TUITION ASSISTANCE 5000 COVENANT HOUSE 461 EIGHTH AVENUE NEW YORK NY 10001 N/A PUBLIC CHARITY ERIC JACOBS SLEEP OUT 3000 THE HAVERFORD SCHOOL 450 LANCASTER AVENUE HAVERFORD PA 19041 N/A PUBLIC CHARITY UNRESTRICTED 10000 517000 0 14 177549 14 452408 14 4128 531190 44880 01 18 255998 44880 890083 0 934963 0 0 0 0 0 0 0 0 0 0 X X 1 BLOOM FAMILY 2009 CHARITABLE LEAD ANNUITY TRUST 360 MT KEMBLE AVE C/O BLOOM OFFICE MORRISTOWN NJ 07960 850720 X ACCOUNTING & TAX PREPARATION 4200 4200 0 MORGAN STANLEY (PORTFOLIO) 7502539 7845919 JEN V LP AT COST 301788 350952 CAP VIII - QUALIFIED INVESTORS AT COST 15767 776388 CAP IX QUALIFIED INVESTORS FD AT COST 192254 607208 JEN 6 FEEDER LP AT COST 774576 1075426 JEN 7 FEEDER LP AT COST 654329 743217 BA ANCHOR NETWORK AT COST 62801 62801 DIVIDENDS RECEIVABLE (MORGAN STANLEY) 23084 37541 37541 INVESTMENT ADVISORY FEES 12190 12190 0 ANNUAL FEES & REGISTRATIONS 61 0 61 JEN 6 FEEDER LP - INVESTMENT EXPENSES 455 455 0 JEN 7 FEEDER LP - INVESTMENT EXPENSES 342 342 0 BROWN ADVISORY ANCHOR NETWORK LLC - INVESTMENT EXPENSES 296 296 0 BROWN ADVISORY ANCHOR NETWORK LLC - INVESTMENT INTEREST 59 59 0 JEN V LP - INCOME 44769 44769 44769 RELIANT CAP IX 111 111 111 BOOKKEEPING & ADMINISTRATION 108000 54000 54000 FEDERAL EXCISE TAX (990-PF) 5500 5500 0 FEDERAL EXCISE TAX REFUND (990-T) 10000 10000 0