NEW YORK, NY
Bloomberg Family Foundation Inc.
Quick Facts
- EIN
- 205602483
- Location
- NEW YORK, NY
- Category
- Philanthropy & Grantmaking
- Total Assets
- $12.1B
- Annual Income
- $1.2B
- IRS Ruling Year
- 2008
About This Foundation
Bloomberg Family Foundation Inc. is a private foundation based in NEW YORK, NY. The foundation received its IRS ruling in 2008. It holds total assets of $12.1B. Annual income is reported at $1.2B. The foundation operates in the area of philanthropy & grantmaking.
View 990 FilingsFinancial Overview
Total Giving
$1.4B
2023+12%
Total Assets
$11.8B
2023+2%
Fair Market Value
$11.8B
2023
Net Worth
$11.8B
2023
Grants Paid
$1B
2023
Contributions
$1.2B
2023
Net Investment Income
$313.2M
2023
Distribution Amount
$543M
2023
Total Giving by Year
$153.4M
11$172.9M
12$270.9M
13$279.4M
14$457.9M
15$1.6B
19$526.5M
20$1.2B
21$1.3B
22$1.4B
23Asset Growth
$3B
11$4B
12$4.5B
13$6.6B
14$7.2B
15$8.7B
19$11.1B
20$13B
21$11.5B
22$11.8B
23Expense Breakdown (2023)
Grants Paid$1B
Accounting Fees$1.5M
Legal Fees$487K
Officer Compensation$275K
Travel & Conferences$26K
Revenue Sources (2023)
- Contributions
- $1.2B
- Capital Gains (Net)
- $336.5M
- Other Income
- $17.8M
- Dividends
- $7.8M
- Interest
- $103K
Financial Details (2023)
- Total Revenue
- $1.5B
- Total Expenses
- $1.4B
- Exempt Purpose Expenses
- $1.4B
- Required Distribution
- $543M
- Undistributed Income
- $0
- Grants Approved (Future)
- $88.5M
- Total Liabilities
- $1
- Excise Tax
- $4.4M
Foundation Classification (2023)
Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings
990-PF Filings
| Tax Period | Return Type | View |
|---|---|---|
| 2023-12 | 990PF | View Filing |
| 2022-12 | 990PF | View Filing |
| 2021-12 | 990PF | View Filing |
| 2020-12 | 990PF | View Filing |
Filings sourced from IRS e-file index. View all on ProPublica
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