2025-10-28T19:19:34-05:00 2024-12-31 223006104 MADDALONI NYDICK & KEENAN PC 30 COLUMBIA TURNPIKE FLORHAM PARK NJ 07932 990PF 2024-01-01 261614525 JAMACHA BLOOM FAMILY FOUNDATION JAMA 9736822698 360 MT KEMBLE AVE - BLOOM OFFICE MORRISTOWN NJ 07960 WILLIAM BLOOM TRUSTEE 9736822698 2025-10-22 1 1 STEVEN NYDICK P00037969 9738228080 2025-10-22 2024 2025-03-06 01:10:19Z X 5047910 X 418233 94717 94717 143769 593983 143769 23677 23677 680396 262163 0 0 0 41700 28700 13000 16842 16842 0 1225 1225 0 59767 46767 13000 265500 265500 325267 46767 278500 355129 215396 77278 274895 274895 2911394 2995029 4674760 226908 84061 94585 4549 3670 3670 3220129 3357655 5047910 0 0 X 0 0 0 0 3220129 3357655 3220129 3357655 3220129 3357655 3220129 355129 0 3575258 217603 3357655 THROUGH FIDELITY (7238) P 27337 21277 6060 6060 THROUGH FIDELITY (7238) P 374351 359518 14833 14833 THROUGH FIDELITY (7242) P 488 444 44 44 THROUGH FIDELITY (7242) P 79588 68975 10613 10613 LITIGATION SETTLEMENT P 138 138 138 CAPITAL GAINS DIVIDENDS P 112081 112081 112081 143769 2994 0 2994 0 2994 1674 0 3780 0 5454 X 0 2460 2460 0 0 0 0 0 0 0 0 0 0 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 WILLIAM BLOOM 98 OLD CHESTER RD ESSEX FELLS NJ 070211626 TRUSTEE 0.25 0 0 0 RUTH BLOOM 98 OLD CHESTER RD ESSEX FELLS NJ 070211626 TRUSTEE 0.25 0 0 0 NONE 0 NONE 0 0 4314205 296954 177972 4789131 0 0 4789131 71837 4717294 235865 235865 2994 2994 232871 0 232871 0 232871 278500 0 278500 232871 77816 0 0 278500 77816 0 0 200684 0 0 0 0 0 0 0 0 32187 0 0 0 WILLIAM BLOOM X 1776 UNITES 1625 K STREET NW SUITE 410 WASHINGTON DC 20006 N/A PUBLIC CHARITY UNRESTRICTED 1000 BAY HEAD FIRE COMPANY PO BOX 111 BAY HEAD NJ 08742 N/A PUBLIC CHARITY UNRESTRICTED 5000 BAY HEAD POLICE DEPARTMENT 83 BRIDGE AVENUE BAY HEAD NJ 08742 N/A PUBLIC CHARITY UNRESTRICTED 5000 BAY HEAD PRESERVATION ALLIANCE PO BOX 14 BAY HEAD NJ 08742 N/A PUBLIC CHARITY ENVIRONMENTAL PRESERVATIONENVIRONMENTAL PRESERVATION 1000 BOSTON COLLEGE 140 COMMONWEALTH AVE CHESTNUT HILL MA 02467 N/A PUBLIC CHARITY JAMES & BARBARA CLEARY/POPS ON THE HEIGHTS SCHOLARSHIP 25000 BROWN DOG COALITION & RESCUE 4 ANDREA DRIVE HOPKINTON MA 01748 N/A PUBLIC CHARITY UNRESTRICTED 10000 ESSEX FELLS POLICE FOUNDATION 255 ROSELAND AVENUE ESSEX FELLS NJ 07021 N/A PUBLIC CHARITY UNRESTRICTED 5000 ESSEX FELLS VOLUNTEER FIRE COMPANY 255 ROSELAND AVENUE ESSEX FELLS NJ 07021 N/A PUBLIC CHARITY UNRESTRICTED 10000 GARY SINISE FOUNDATION PO BOX 368 WOODLAND HILLS CA 91365 N/A PUBLIC CHARITY UNRESTRICTED 8500 GOD'S LOVE WE DELIVER 166 AVENUE OF THE AMERICAS NEW YORK NY 10013 N/A PUBLIC CHARITY UNRESTRICTED 7000 HOCKEY FIGHTS CANCER PO BOX 5037 NEW YORK NY 10185 N/A PUBLIC CHARITY UNRESTRICTED 4667 K9S FOR WARRIORS 114 CAMP K9 RD PONTE VEDRA FL 32081 N/A PUBLIC CHARITY UNRESTRICTED 3500 NEWARK ACADEMY 91 SOUTH ORANGE AVE LIVINGSTON NJ 07039 N/A PUBLIC CHARITY UNRESTRICTED 10000 POINT PLEASANT FIRST AID SQUAD 611 LAUREL AVENUE POINT PLEASANT NJ 08742 N/A PUBLIC CHARITY UNRESTRICTED 5000 ST HUBERT'S ANIMAL WELFARE CENTER PO BOX 159 575 WOODLAND AVE MADISON NJ 07940 N/A PUBLIC CHARITY UNRESTRICTED 2500 TEAM RUBICON 5230 PACIFIC CONCOURSE DR SUITE 200 LOS ANGELES CA 90045 N/A PUBLIC CHARITY UNRESTRICTED 20000 THE JAY FUND PO BOX 1342 BLOOMFIELD NJ 07003 N/A PUBLIC CHARITY UNRESTRICTED 4667 THE JIMMY FUND 10 BROOKLINE PL WEST 6TH FLOOR BROOKLINE MA 02445 N/A PUBLIC CHARITY UNRESTRICTED 4666 THE SMITH CENTER FOR INFECTIOUS DISEASE PO BOX 54 ROSELAND NJ 07068 N/A PUBLIC CHARITY UNRESTRICTED 5000 TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BLVD STATEN ISLAND NY 10306 N/A PUBLIC CHARITY UNRESTRICTED 13500 WEST ESSEX FIRST AID SQUAD PO BOX 662 WEST CALDWELL NJ 07007 N/A PUBLIC CHARITY UNRESTRICTED 5000 WOUNDED WARRIOR PROJECT PO BOX 758516 TOPEKA KS 66675 N/A PUBLIC CHARITY UNRESTRICTED 5000 SEARCH DOG FOUNDATION 6800 WHEELER CANYON ROAD SANTA PAULA CA 93060 N/A PUBLIC CHARITY CANINE SPONSORSHIP 20000 CHARLESTON ANIMAL SOCIETY 2455 REMOUNT ROAD NORTH CHARLESTON NC 29406 N/A PUBLIC CHARITY UNRESTRICTED 3500 BOSTON UNIVERSITY PO BOX 22605 NEW YORK NY 10087 N/A PUBLIC CHARITY DONALD BARKER BOSTON UNIVERSITY MEN'S RUGBY CLUB FUND 10000 SAINT BARNABAS MEDICAL CENTER 95 OLD SHORT HILLS ROAD WEST ORANGE NJ 07052 N/A PUBLIC CHARITY PROGRAMS, SURGERY, PROJECTS BY DR MARK GILDER 1000 MT PLEASANT ANIMAL SHELTER 194 NJ-10 EAST HANOVER NJ 07936 N/A PUBLIC CHARITY UNRESTRICTED 5000 SEALS FUTURE FOUNDATION 32 THIRD AVENUE 393 NEW YORK NY 10003 N/A PUBLIC CHARITY UNRESTRICTED 25000 WAVES PROJECT 42225 REMINGTON AVE STE A-18 TEMECULA CA 92590 N/A PUBLIC CHARITY UNRESTRICTED 10000 BLUE STAR FAMILIES 441 SAXONY THE HIVE/BARN 2 ENCINITAS CA 92024 N/A PUBLIC CHARITY UNRESTRICTED 10000 HAPPY DOGGO 215 9TH STREET AMES IA 50010 N/A PUBLIC CHARITY UNRESTRICTED 5000 HUMANE SOCIETY OF THE UNITED STATES 1255 23RD STREET NW SUITE 450 WASHINGTON DC 20037 N/A PUBLIC CHARITY UNRESTRICTED 10000 BABY2BABY 5830 W JEFFERSON BLVD LOS ANGELES CA 90016 N/A PUBLIC CHARITY UNRESTRICTED 5000 265500 0 14 94717 523940 23677 18 143769 23677 238486 0 262163 0 0 0 0 0 0 0 0 0 0 X X 1 JAMACHA BLOOM CHARITABLE LEAD ANNUITY TRUST 360 MT KEMBLE AVE C/O BLOOM OFFICE MORRISTOWN NJ 07960 167319 X 2 WILLIAM BLOOM 98 OLD CHESTER ROAD ESSEX FELLS NJ 07021 250914 X X 2 1,270 SHS GOOGLE 250914 2024-12-24 ACCOUNTING FEES 41700 28700 13000 FIDELITY (367238) 2292137 3790360 FIDELITY (367242) 702892 884400 ARROWMARK GLOBAL OPP FUND AT COST 84061 94585 ACCRUED DIVIDENDS RECEIVABLE 4549 3670 3670 NON-CASH CONTRIBUTION RECEIVED WITH FMV OF $250,914, TAX BASIS OF $33,311 217603 ARROWMARK GLOBAL OPPORTUNITY 23677 23677 23677 INVESTMENT ADVISORY FEES 16842 16842 0 FOREIGN TAXES 1225 1225 0