Nonprofit · EIN 95-6074613
SAM AND RIE BLOOMFIELD FOUNDATION
Tax-exempt · FULLERTON, CA 92831
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2024 | 990-PF | $1,031,411 | $636,639 | $394,772 | $8,128,638 | $0 | $8,128,638 |
| November 30, 2023 | 990-PF | $540,452 | $599,240 | -$58,788 | $7,733,866 | $0 | $7,733,866 |
Financial details: 990-PF for the year ended November 30, 2024
Revenue
- Dividends
- $142,641
- Interest
- $85,984
- Net gain from sales of assets
- $802,786
Expenses
- Grants and similar amounts paid
- $410,039
- Compensation of officers, directors and key employees
- $45,000
- Disbursements for charitable purposes
- $521,052
- Excise tax on investment income
- $11,159
Balance sheet and other
- Total assets, start of year
- $7,733,866
- Total assets, end of year
- $8,128,638
- Total liabilities, end of year
- $0
- Net assets, end of year
- $8,128,638
- Fair market value of assets
- $10,290,464
- Qualifying distributions
- $521,052
- Net investment income
- $802,786
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended November 30, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DEBRA L CATHERS 1207 Hollydale Drive, Fullerton, CA 92831 | President | 5 | $15,000 |
| CHERYL MOFFATT MOFFATT 4961 Via Ventosa, Yorba Linda, CA 92886 | Vice President | 5 | $15,000 |
| ALAN L MCKAY 720 Mathewson, Placentia, CA 92870 | addtl Vice President | 5 | $15,000 |
990-PF for the year ended November 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DEBRA L CATHERS 1207 Hollydale Drive, Fullerton, CA 92831 | President | 5 | $14,400 |
| CHERYL MOFFATT MOFFATT 4961 Via Ventosa, Yorba Linda, CA 92886 | Vice President | 5 | $14,400 |
| ALAN L MCKAY 720 Mathewson, Placentia, CA 92870 | addtl Vice President | 5 | $14,400 |
Address and contacts
- Address (IRS master file)
- 1207 HOLLYDALE DR, FULLERTON, CA 92831-2017
- In care of
- % DEBRA CATHERS
- Signed the 990-PF
- DEBRA CATHERS, President
- Phone
- (714) 906-1863
California records
California keeps its own records of charities and corporations. Search them by EIN 95-6074613 or by the name SAM AND RIE BLOOMFIELD FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | Not on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 95-6074613
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1953
- Accounting year ends
- November
- Files
- Form 990-PF
- Assets (IRS master file)
- $8,128,638
- Income (IRS master file)
- $5,025,361
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2024 | $1,031,411 | $636,639 | $8,128,638 | IRS |
| 990-PF | November 2023 | $540,452 | $599,240 | $7,733,866 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | IRS |
| 990-PF | November 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 95-6074613).
Questions about SAM AND RIE BLOOMFIELD FOUNDATION
- What is the EIN of SAM AND RIE BLOOMFIELD FOUNDATION?
- The employer identification number (EIN) of SAM AND RIE BLOOMFIELD FOUNDATION is 95-6074613.
- Is SAM AND RIE BLOOMFIELD FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1953.
- Are donations to SAM AND RIE BLOOMFIELD FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SAM AND RIE BLOOMFIELD FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SAM AND RIE BLOOMFIELD FOUNDATION due?
- The return for tax year 2024 (the year ending November 30, 2025) is due April 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SAM AND RIE BLOOMFIELD FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2024.
- Who are the officers and directors of SAM AND RIE BLOOMFIELD FOUNDATION?
- The 990-PF for the year ended November 30, 2024 lists 3 people; 3 received compensation from the organization, the highest $15,000 (DEBRA L CATHERS, President).
- How much revenue does SAM AND RIE BLOOMFIELD FOUNDATION have?
- On its 990-PF for the year ended November 30, 2024 it reported revenue of $1,031,411, expenses of $636,639 and total assets of $8,128,638 at year end.
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